{ "path": "/advisors/fl/miami", "url": "https://advisorcensus.com/advisors/fl/miami", "page_type": "metro", "title": "Financial advisors in Miami, FL", "filters": {}, "scope_total": 1113, "faq": [ { "q": "How many financial advisory firms are there in Miami, FL?", "a": "AdvisorCensus lists 1,113 investment advisory firms with a principal office in the Miami metro area, from Form ADV filings as of October 2026: 614 SEC-registered, 267 state-registered, and 232 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Miami, FL?", "a": "178 of the 1,113 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Miami, FL offer financial planning?", "a": "310 of the 881 firms in Miami, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Miami, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 178 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 1,113 investment advisory firms with a principal office in the Miami metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Miami has 1,113 investment advisory firms with a principal office in the metro area as of October 2026: 614 SEC-registered, 267 state-registered, and 232 exempt reporting advisers. 178 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 271 report under $100 million in regulatory assets under management. The metro area has 2,334,797 households, 300,766 of them with income of $200,000 or more, or 270 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Miami, FL: 1,113 firms from Form ADV filings as of October 2026.", "total_firms": 1113, "page": 1, "total_pages": 23, "sort": "name", "registration_types": { "sec": 614, "state": 267, "exempt": 232 }, "fee_model_mix": [ { "code": "fee-only", "count": 178 }, { "code": "percentage_of_aum", "count": 833 }, { "code": "hourly", "count": 221 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 343 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 360 }, { "code": "other", "count": 161 }, { "code": "not_reported", "count": 232 } ], "years_registered_distribution": [ { "code": "under_5", "count": 573 }, { "code": "5_to_9", "count": 243 }, { "code": "10_to_19", "count": 212 }, { "code": "20_plus", "count": 83 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 155 }, { "code": "25m_100m", "count": 116 }, { "code": "100m_500m", "count": 291 }, { "code": "500m_1b", "count": 90 }, { "code": "1b_5b", "count": 118 }, { "code": "over_5b", "count": 60 }, { "code": "not_reported", "count": 283 } ], "firms": [ { "crd_number": 328334, "name": "021 Investments LLC", "name_as_filed": "021 INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/021-investments-llc-miami-fl-328334", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328626, "name": "1 Main Capital Management, LLC", "name_as_filed": "1 MAIN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1-main-capital-management-llc-aventura-fl-328626", "city": "Aventura", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152985, "name": "1650 Wealth Management, LLC", "name_as_filed": "1650 WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1650-wealth-management-llc-lighthouse-point-fl-152985", "city": "Lighthouse Point", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335007, "name": "1789 Capital Management", "name_as_filed": "1789 CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/1789-capital-management-palm-beach-fl-335007", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304110, "name": "1818 Private Client Group, LLC", "name_as_filed": "1818 PRIVATE CLIENT GROUP, LLC", "url": "https://advisorcensus.com/firm/1818-private-client-group-llc-aventura-fl-304110", "city": "Aventura", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333927, "name": "1823 Partners (US) LLC", "name_as_filed": "1823 PARTNERS (US) LLC", "url": "https://advisorcensus.com/firm/1823-partners-us-llc-miami-fl-333927", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316824, "name": "1907 Management, LP", "name_as_filed": "1907 MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/1907-management-lp-miami-fl-316824", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343350, "name": "1977 Wealth, LLC", "name_as_filed": "1977 WEALTH, LLC", "url": "https://advisorcensus.com/firm/1977-wealth-llc-miami-fl-343350", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 39164, "name": "1st Discount Brokerage, Inc.", "name_as_filed": "1ST DISCOUNT BROKERAGE, INC.", "url": "https://advisorcensus.com/firm/1st-discount-brokerage-inc-lake-worth-fl-39164", "city": "Lake Worth", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343387, "name": "21J Capital Management, LLC", "name_as_filed": "21J CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/21j-capital-management-llc-miami-fl-343387", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298094, "name": "22C Capital LLC", "name_as_filed": "22C CAPITAL LLC", "url": "https://advisorcensus.com/firm/22c-capital-llc-boca-raton-fl-298094", "city": "Boca Raton", "state": "FL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 286013, "name": "3650 Reit Investment Management LLC", "name_as_filed": "3650 REIT INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/3650-reit-investment-management-llc-miami-fl-286013", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338638, "name": "521 Capital Group, LLC", "name_as_filed": "521 CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/521-capital-group-llc-jupiter-fl-338638", "city": "Jupiter", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321201, "name": "710 Consulting Group, LLC", "name_as_filed": "710 CONSULTING GROUP, LLC", "url": "https://advisorcensus.com/firm/710-consulting-group-llc-pembroke-pines-fl-321201", "city": "Pembroke Pines", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 311918, "name": "776 Management, LLC", "name_as_filed": "776 MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/776-management-llc-jupiter-fl-311918", "city": "Jupiter", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315482, "name": "A FIN Management LLC", "name_as_filed": "A FIN MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/a-fin-management-llc-sunny-isles-beach-fl-315482", "city": "Sunny Isles Beach", "state": "FL", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331478, "name": "A&M Private Wealth Partners, LLC", "name_as_filed": "A&M PRIVATE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478", "city": "West Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141921, "name": "A.E. Laufer Financial Services, Inc.", "name_as_filed": "A.E. LAUFER FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/a-e-laufer-financial-services-inc-ft-lauderdale-fl-141921", "city": "Ft Lauderdale", "state": "FL", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155472, "name": "Aaron Brask Capital", "name_as_filed": "AARON BRASK CAPITAL", "url": "https://advisorcensus.com/firm/aaron-brask-capital-lake-worth-beach-fl-155472", "city": "Lake Worth Beach", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318038, "name": "AB2 Capital Partners LLC", "name_as_filed": "AB2 CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/ab2-capital-partners-llc-hollywood-fl-318038", "city": "Hollywood", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 309295, "name": "Abacus Capital Advisors", "name_as_filed": "ABACUS CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/abacus-capital-advisors-plantation-fl-309295", "city": "Plantation", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333541, "name": "ABF Investment Management, LLC", "name_as_filed": "ABF INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/abf-investment-management-llc-miami-fl-333541", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335005, "name": "Acasta Partners US LLC", "name_as_filed": "ACASTA PARTNERS US LLC", "url": "https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308981, "name": "Accelmed Partners II Management, LLC", "name_as_filed": "ACCELMED PARTNERS II MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/accelmed-partners-ii-management-llc-miami-beach-fl-308981", "city": "Miami Beach", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341270, "name": "Accumulator Operations LLC", "name_as_filed": "ACCUMULATOR OPERATIONS LLC", "url": "https://advisorcensus.com/firm/accumulator-operations-llc-coral-gables-fl-341270", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 138556, "name": "ACP Capital Management, LLC", "name_as_filed": "ACP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/acp-capital-management-llc-miami-fl-138556", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 284827, "name": "Actitrust Wealth Management LLC", "name_as_filed": "ACTITRUST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/actitrust-wealth-management-llc-plantation-fl-284827", "city": "Plantation", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156150, "name": "Activest Wealth Management, LLC", "name_as_filed": "ACTIVEST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/activest-wealth-management-llc-aventura-fl-156150", "city": "Aventura", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 116059, "name": "Advantage Investing, Inc.", "name_as_filed": "ADVANTAGE INVESTING, INC.", "url": "https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282087, "name": "Advise Financial", "name_as_filed": "ADVISE FINANCIAL", "url": "https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 173134, "name": "Advisory Investor Services LLC", "name_as_filed": "ADVISORY INVESTOR SERVICES LLC", "url": "https://advisorcensus.com/firm/advisory-investor-services-llc-miami-fl-173134", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 173020, "name": "AE Industrial Partners, LP", "name_as_filed": "AE INDUSTRIAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/ae-industrial-partners-lp-boca-raton-fl-173020", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325265, "name": "AFC Institutional Fund Manager LLC", "name_as_filed": "AFC INSTITUTIONAL FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/afc-institutional-fund-manager-llc-west-palm-beach-fl-325265", "city": "West Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311281, "name": "AFC Management, LLC", "name_as_filed": "AFC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/afc-management-llc-west-palm-beach-fl-311281", "city": "West Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329931, "name": "Affiliated Capital", "name_as_filed": "AFFILIATED CAPITAL", "url": "https://advisorcensus.com/firm/affiliated-capital-coral-gables-fl-329931", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111545, "name": "Affiliated Private Investors LLC", "name_as_filed": "AFFILIATED PRIVATE INVESTORS LLC", "url": "https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545", "city": "West Palm Beach", "state": "FL", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 137404, "name": "AFT, Forsyth and Company, Inc.", "name_as_filed": "AFT, FORSYTH AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/aft-forsyth-and-company-inc-jupiter-fl-137404", "city": "Jupiter", "state": "FL", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141522, "name": "Agnello Financial Group, Inc.", "name_as_filed": "AGNELLO FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/agnello-financial-group-inc-west-palm-beach-fl-141522", "city": "West Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321147, "name": "Ailsa Capital LLC", "name_as_filed": "AILSA CAPITAL LLC", "url": "https://advisorcensus.com/firm/ailsa-capital-llc-miami-fl-321147", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324444, "name": "AJB Capital Managers LLC", "name_as_filed": "AJB CAPITAL MANAGERS LLC", "url": "https://advisorcensus.com/firm/ajb-capital-managers-llc-hollywood-fl-324444", "city": "Hollywood", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 10791, "name": "Akar Capital Management, Inc.", "name_as_filed": "AKAR CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/akar-capital-management-inc-plantation-fl-10791", "city": "Plantation", "state": "FL", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 341867, "name": "Alan & Company, LLC", "name_as_filed": "ALAN & COMPANY, LLC", "url": "https://advisorcensus.com/firm/alan-and-company-llc-west-palm-beach-fl-341867", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318090, "name": "Albatroz Capital", "name_as_filed": "ALBATROZ CAPITAL", "url": "https://advisorcensus.com/firm/albatroz-capital-key-biscayne-fl-318090", "city": "Key Biscayne", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335172, "name": "Alces & Asociados Advisors", "name_as_filed": "ALCES & ASOCIADOS ADVISORS", "url": "https://advisorcensus.com/firm/alces-and-asociados-advisors-aventura-fl-335172", "city": "Aventura", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138537, "name": "Alhambra Investment Management LLC", "name_as_filed": "ALHAMBRA INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537", "city": "Palmetto Bay", "state": "FL", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323267, "name": "Alianza Corp. Investment Advisor", "name_as_filed": "ALIANZA CORP. 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Lauderdale, FL", "firm_count": 13 } ], "fee_pages": [ { "path": "/advisors/fl/miami/fee-only", "label": "Fee-only financial advisors in Miami, FL", "firm_count": 178 }, { "path": "/advisors/fl/miami/flat-fee", "label": "Flat-fee financial advisors in Miami, FL", "firm_count": 343 }, { "path": "/advisors/fl/miami/hourly", "label": "Hourly financial advisors in Miami, FL", "firm_count": 221 } ], "niche_pages": [ { "path": "/advisors/fl/miami/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Miami, FL" }, { "path": "/advisors/fl/miami/families-with-special-needs", "firm_count": 1, "label": "Financial advisors for families with special needs in Miami, FL" }, { "path": "/advisors/fl/miami/real-estate-investors", "firm_count": 1, "label": "Financial advisors for real estate investors in Miami, FL" } ] }, "csv": "https://advisorcensus.com/advisors/fl/miami.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 77, "sec_registered_at_start": 551, "per_100_registered": 13.97, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 77 firms here registered with the SEC as investment advisers: 14.0 for every 100 already registered, against 10.1 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }