Falists

Florida · 88 advisers

Financial Advisors in Coral Gables, Florida

Looking for a financial advisor in Coral Gables, Florida? Falists indexes 88 SEC-registered and state-registered investment advisers in Coral Gables — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 74 firms list a website you can visit directly. Firms in this directory manage up to $64.21B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

88

With website

74

Largest AUM

$64.21B

Financial planning

33

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth72Planning33Trusts60Retirement20Institutional41

Top advisors in Coral Gables

Ranked by AUM · Fees, team & specialties at a glance

View all 88 →

PINVEST

Coral Gables, FL

AUM

$377.5M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

786 244-7346 786 458-8491

Full profileVisit site →

MEIRA WEALTH

Coral Gables, FL

AUM

$317.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

305-670-4440

Full profileVisit site →
View all 88 advisors in Coral Gables

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)Winter Park (40)

Common questions

How many financial advisors are in Coral Gables, Florida?
88 registered investment advisers are listed in our Coral Gables directory, sourced from public SEC filings.
What types of advisors are in Coral Gables?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Coral Gables?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.