The 2026 Elite List
Wealth advisors reviewed for fiduciary standards, professional credentials, planning depth, investment discipline, and fee transparency. These standouts serve Miami and the surrounding South Florida market.
Editorial research pilot
Best for independent family office counsel
WE Family Offices stands out among Miami wealth management companies for independent family office counsel, with its public firm information emphasizing family office services, investment oversight, estate planning.
2811 Ponce de Leon Blvd. Suite 840, Coral Gables, FL 33134Also serves Coral Gables
Advisory services
Best for trust and fiduciary administration
Coral Gables Trust stands out among Miami wealth management companies for trust and fiduciary administration, with its public firm information emphasizing trust services, investment management, estate planning.
255 Alhambra Circle, Suite 333, Coral Gables, FL 33134Also serves Coral Gables · Fort Lauderdale · Boca Raton
Advisory services
Best for global multi-family office strategy
CV Advisors stands out among Miami wealth management companies for global multi-family office strategy, with its public firm information emphasizing family office services, investment management, cross-border planning.
19495 Biscayne Blvd., PH1, Aventura, FL 33180Also serves Aventura
Advisory services
Best for institutional-style private portfolios
GenTrust stands out among Miami wealth management companies for institutional-style private portfolios, with its public firm information emphasizing investment management, risk management, financial planning.
1450 Brickell Avenue, Suite 3050, Miami, FL 33131Also serves Brickell
Advisory services
Best for comprehensive fiduciary advice
Mariner Wealth Advisors — Coral Gables stands out among Miami wealth management companies for comprehensive fiduciary advice, with its public firm information emphasizing financial planning, investment management, tax planning.
800 S. Douglas Rd., Suite 900, Coral Gables, FL 33134Also serves Coral Gables
Advisory services
Best for international private banking
EFG Capital stands out among Miami wealth management companies for international private banking, with its public firm information emphasizing private banking, investment management, cross-border planning.
701 Brickell Avenue, Ninth Floor, Suite 1350, Miami, FL 33131Advisory services
Best for global wealth management access
UBS Wealth Management — Miami stands out among Miami wealth management companies for global wealth management access, with its public firm information emphasizing investment management, financial planning, lending strategies.
100 South East Second Street, Suite 2500, Miami, FL 33131Advisory services
Best for complex private wealth solutions
Morgan Stanley Private Wealth Management — Miami stands out among Miami wealth management companies for complex private wealth solutions, with its public firm information emphasizing private wealth management, investment management, estate strategies.
200 S Biscayne Blvd, Suite 1500, Miami, FL 33131Advisory services
