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Firms / Florida

Gentrust

Miami, FL. Legal name: Gentrust, LLC

22 advisors$5.2 billion managed1 office

About the firm

A registered investment advisory firm based in Miami, Florida. It manages about $5.2 billion for roughly 264 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.

How they work

How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; A share of investment gains
Typical client size ?$19 million
Assets under management ?$5.2 billion
Individual clients264
Median years of experience15
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services

Advisors at Gentrust

22Advisors
15Median years of experience
4States with offices
1Offices
22 advisors · Gentrust
Gentrust
37yrs
Hugh Nickola
Financial advisor
900 Thrid Street 35th Floor
New York, NY 10022
Top advisor by experience at Gentrust
PlanningInvesting
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Gentrust
35yrs
Brian Goldman
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
Top 4% by experience in Miami
Fiduciary
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Gentrust
31yrs
James Colavita
Financial advisor
900 Third Avenue, 35th Floor
New York, NY 10022
Top 12% by experience in New York
CFP®Fiduciary
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Gentrust
30yrs
George Perez
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
Top 8% by experience in Miami
Fiduciary
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Gentrust
29yrs
Mimi Duff
Financial advisor
900 Third Avenue 35th Floor
New York, NY 10022
Top 15% by experience in New York
Fiduciary
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Gentrust
27yrs
Guillermo Socarras
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
Top 13% by experience in Miami
Fiduciary
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Gentrust
24yrs
Neela Gollapudi
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
Top 19% by experience in Miami
PlanningInvesting
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Gentrust
21yrs
Roberto Roman
Financial advisor
Tustin, CA
More experience than 64% of advisors in Tustin
FiduciaryPlanningInvesting
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Gentrust
18yrs
Alexander Ruiz
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
More experience than 69% of advisors in Miami
FiduciaryPlanningInvesting
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Gentrust
15yrs
Jennifer Tamayo
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
More experience than 62% of advisors in Miami
FiduciaryPlanningInvesting
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Gentrust
15yrs
Conner Ascher
Financial advisor
Newport Beach, CA
15 years in the industry
FiduciaryPlanningInvesting
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Gentrust
15yrs
Krysta Dos Santos
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
More experience than 61% of advisors in Miami
CFP®Fiduciary
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Gentrust
14yrs
James Besaw
Financial advisor
900 Third Avenue, 35th Floor
New York, NY 10022
More experience than 56% of advisors in New York
CFAPlanningInvesting
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Gentrust
14yrs
Eli Cohen
Financial advisor
500 5th Avenue 49th Floor
New York, NY 10112
More experience than 56% of advisors in New York
FiduciaryPlanningInvesting
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Gentrust
12yrs
Javier Sanchez
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
More experience than 53% of advisors in Miami
FiduciaryPlanningInvesting
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Gentrust
7yrs
Diana Gazzola
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
7 years in the industry
FiduciaryPlanningInvesting
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Gentrust
6yrs
David Munoz
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
6 years in the industry
FiduciaryPlanningInvesting
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Gentrust
6yrs
Carlos Gonzalez
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
6 years in the industry
FiduciaryPlanningInvesting
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Gentrust
4yrs
Eduardo Borberg
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
4 years in the industry
FiduciaryPlanningInvesting
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Gentrust
3yrs
Casey Blout
Financial advisor
1450 Brickell Avenue Suite 3050
Miami, FL 33131
3 years in the industry
FiduciaryPlanningInvesting
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Gentrust
2yrs
Mark Neely
Financial advisor
900 3rd Avenue
New York, NY 10022
2 years in the industry
FiduciaryPlanningInvesting
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Results follow your filters. Featured advisors pay to be highlighted near their office and are always labeled. Distances are measured to each advisor’s office.

Also known as

Gentrust, LLC · Gentrust Wealth Management, LLC

About Gentrust

How do I contact Gentrust?

Call the main office at 305-677-6688. The main office is at 1450 Brickell Avenue Suite 3050, Miami, FL 33131.

How is Gentrust paid?

The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask for your total yearly cost in dollars.

What services does Gentrust offer?

Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Other services.

How many advisors work at Gentrust?

We list 22 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.