{ "path": "/advisors/fl/miami/coral-gables", "url": "https://advisorcensus.com/advisors/fl/miami/coral-gables", "page_type": "metro_city", "title": "Financial advisors in Coral Gables, FL", "filters": {}, "scope_total": 89, "faq": [ { "q": "How many financial advisory firms are there in Coral Gables, FL?", "a": "AdvisorCensus lists 89 investment advisory firms with a principal office in Coral Gables, Florida (part of the Miami metro area), from Form ADV filings as of October 2026: 51 SEC-registered, 28 state-registered, and 10 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 Coral Gables, FL?", "a": "24 of the 89 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 Coral Gables, FL offer financial planning?", "a": "32 of the 79 firms in Coral Gables, 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 Coral Gables, 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 24 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 89 investment advisory firms with a principal office in Coral Gables, Florida (part of the Miami metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Miami metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Coral Gables, FL: 89 firms from Form ADV filings as of October 2026.", "total_firms": 89, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 51, "state": 28, "exempt": 10 }, "fee_model_mix": [ { "code": "fee-only", "count": 24 }, { "code": "percentage_of_aum", "count": 78 }, { "code": "hourly", "count": 24 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 33 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 22 }, { "code": "other", "count": 13 }, { "code": "not_reported", "count": 10 } ], "years_registered_distribution": [ { "code": "under_5", "count": 39 }, { "code": "5_to_9", "count": 18 }, { "code": "10_to_19", "count": 24 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 17 }, { "code": "25m_100m", "count": 9 }, { "code": "100m_500m", "count": 29 }, { "code": "500m_1b", "count": 10 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 14 } ], "firms": [ { "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": 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": 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": 331315, "name": "Alternative Finance LLC", "name_as_filed": "ALTERNATIVE FINANCE LLC", "url": "https://advisorcensus.com/firm/alternative-finance-llc-coral-gables-fl-331315", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152104, "name": "Alti Wealth Management (US International), Inc.", "name_as_filed": "ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.", "url": "https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104", "city": "Coral Gables", "state": "FL", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 312348, "name": "Altura Capital", "name_as_filed": "ALTURA CAPITAL", "url": "https://advisorcensus.com/firm/altura-capital-coral-gables-fl-312348", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 117284, "name": "Amerant Investments, Inc.", "name_as_filed": "AMERANT INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/amerant-investments-inc-coral-gables-fl-117284", "city": "Coral Gables", "state": "FL", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281413, "name": "Angelus Investment Consulting, Inc.", "name_as_filed": "ANGELUS INVESTMENT CONSULTING, INC.", "url": "https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151807, "name": "Archpoint Investors", "name_as_filed": "ARCHPOINT INVESTORS", "url": "https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807", "city": "Coral Gables", "state": "FL", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325532, "name": "Ascent Wealth Management Group, LLC", "name_as_filed": "ASCENT WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/ascent-wealth-management-group-llc-coral-gables-fl-325532", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291310, "name": "Aston Capital Management", "name_as_filed": "ASTON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/aston-capital-management-coral-gables-fl-291310", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171062, "name": "Atlantic Family Wealth, LLC", "name_as_filed": "ATLANTIC FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332460, "name": "Axxes Advisors I LLC", "name_as_filed": "AXXES ADVISORS I LLC", "url": "https://advisorcensus.com/firm/axxes-advisors-i-llc-coral-gables-fl-332460", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318039, "name": "Axxes Advisors LLC", "name_as_filed": "AXXES ADVISORS LLC", "url": "https://advisorcensus.com/firm/axxes-advisors-llc-coral-gables-fl-318039", "city": "Coral Gables", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145919, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300315, "name": "Bail Capital LLC", "name_as_filed": "BAIL CAPITAL LLC", "url": "https://advisorcensus.com/firm/bail-capital-llc-coral-gables-fl-300315", "city": "Coral Gables", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322263, "name": "Balanz", "name_as_filed": "BALANZ", "url": "https://advisorcensus.com/firm/balanz-coral-gables-fl-322263", "city": "Coral Gables", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144191, "name": "Bayshore Wealth Advisors", "name_as_filed": "BAYSHORE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191", "city": "Coral Gables", "state": "FL", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157053, "name": "Bayview Asset Management, LLC", "name_as_filed": "BAYVIEW ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bayview-asset-management-llc-coral-gables-fl-157053", "city": "Coral Gables", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 134416, "name": "Bradesco Global Advisors", "name_as_filed": "BRADESCO GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171687, "name": "Calixto Global Partners LLC", "name_as_filed": "CALIXTO GLOBAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/calixto-global-partners-llc-coral-gables-fl-171687", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 142243, "name": "Campbell Williams, Inc.", "name_as_filed": "CAMPBELL WILLIAMS, INC.", "url": "https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243", "city": "Coral Gables", "state": "FL", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332526, "name": "Cantata Wealth Management, LLC", "name_as_filed": "CANTATA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173319, "name": "Capview Advisors, LLC.", "name_as_filed": "CAPVIEW ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319", "city": "Coral Gables", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286538, "name": "Ceeto Capital Group, LLC", "name_as_filed": "CEETO CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109380, "name": "Dimension Capital Management LLC", "name_as_filed": "DIMENSION CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380", "city": "Coral Gables", "state": "FL", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 158122, "name": "Dragus Capital, LLC", "name_as_filed": "DRAGUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/dragus-capital-llc-coral-gables-fl-158122", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307316, "name": "Driftwood Advisors, LLC", "name_as_filed": "DRIFTWOOD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/driftwood-advisors-llc-coral-gables-fl-307316", "city": "Coral Gables", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108337, "name": "Eber Capital Management", "name_as_filed": "EBER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/eber-capital-management-coral-gables-fl-108337", "city": "Coral Gables", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290875, "name": "Emergent Global Investments", "name_as_filed": "EMERGENT GLOBAL INVESTMENTS", "url": "https://advisorcensus.com/firm/emergent-global-investments-coral-gables-fl-290875", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318115, "name": "Entelevest, LLC", "name_as_filed": "ENTELEVEST, LLC", "url": "https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109698, "name": "Evensky & KATZ/FOLDES Wealth Management", "name_as_filed": "EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/evensky-and-katz-foldes-wealth-management-coral-gables-fl-109698", "city": "Coral Gables", "state": "FL", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313222, "name": "Family and Money Matters", "name_as_filed": "FAMILY AND MONEY MATTERS", "url": "https://advisorcensus.com/firm/family-and-money-matters-coral-gables-fl-313222", "city": "Coral Gables", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144629, "name": "Fendz Asset Management, Inc.", "name_as_filed": "FENDZ ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fendz-asset-management-inc-coral-gables-fl-144629", "city": "Coral Gables", "state": "FL", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 315321, "name": "Filon Capital", "name_as_filed": "FILON CAPITAL", "url": "https://advisorcensus.com/firm/filon-capital-coral-gables-fl-315321", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325693, "name": "Finanz Butik Capital Management, LLC", "name_as_filed": "FINANZ BUTIK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/finanz-butik-capital-management-llc-coral-gables-fl-325693", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 310944, "name": "Finback Investment Partners", "name_as_filed": "FINBACK INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/finback-investment-partners-coral-gables-fl-310944", "city": "Coral Gables", "state": "FL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 169636, "name": "Forem Investments LLC", "name_as_filed": "FOREM INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/forem-investments-llc-coral-gables-fl-169636", "city": "Coral Gables", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136285, "name": "Futura Asset Advisors LLC", "name_as_filed": "FUTURA ASSET ADVISORS LLC", "url": "https://advisorcensus.com/firm/futura-asset-advisors-llc-coral-gables-fl-136285", "city": "Coral Gables", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157441, "name": "Genesis Wealth Management, Inc.", "name_as_filed": "GENESIS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/genesis-wealth-management-inc-coral-gables-fl-157441", "city": "Coral Gables", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324165, "name": "Gladiatori Capital LLC", "name_as_filed": "GLADIATORI CAPITAL LLC", "url": "https://advisorcensus.com/firm/gladiatori-capital-llc-coral-gables-fl-324165", "city": "Coral Gables", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154466, "name": "Globalinvest Financial Services, Inc.", "name_as_filed": "GLOBALINVEST FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/globalinvest-financial-services-inc-coral-gables-fl-154466", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329765, "name": "Group U, LLC", "name_as_filed": "GROUP U, LLC", "url": "https://advisorcensus.com/firm/group-u-llc-coral-gables-fl-329765", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171732, "name": "Guitian Wealth Management, LLC", "name_as_filed": "GUITIAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/guitian-wealth-management-llc-coral-gables-fl-171732", "city": "Coral Gables", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299816, "name": "Hachiko Financial USA Corp.", "name_as_filed": "HACHIKO FINANCIAL USA CORP.", "url": "https://advisorcensus.com/firm/hachiko-financial-usa-corp-coral-gables-fl-299816", "city": "Coral Gables", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289029, "name": "Halmos Capital Partners LLC", "name_as_filed": "HALMOS CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/halmos-capital-partners-llc-coral-gables-fl-289029", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], 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