# Financial advisors in Coral Gables, FL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/coral-gables

## At a glance

- Investment advisory firms: 89
- Registration: SEC-registered investment adviser: 51, State-registered investment adviser: 28, Exempt reporting adviser: 10
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 24 (30%); Percentage of assets 78 (99%); Hourly charges 24 (30%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 33 (42%); Commissions 1 (1%); Performance-based fees 22 (28%); Other 13 (16%); No compensation arrangements reported 10
- Regulatory assets under management (Item 5.F): Under $25 million 17 (19%); $25 million to $100 million 9 (10%); $100 million to $500 million 29 (33%); $500 million to $1 billion 10 (11%); $1 billion to $5 billion 6 (7%); Over $5 billion 4 (4%); Not reported 14 (16%)
- Years registered: Under 5 years 39 (44%); 5 to 9 years 18 (20%); 10 to 19 years 24 (27%); 20 years or more 8 (9%)

## Firms (page 1 of 2, 1 to 50 of 89, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Accumulator Operations LLC](https://advisorcensus.com/firm/accumulator-operations-llc-coral-gables-fl-341270) ([md](https://advisorcensus.com/firm/accumulator-operations-llc-coral-gables-fl-341270.md)) | 341270 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Advantage Investing, Inc.](https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059) ([md](https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059.md)) | 116059 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Affiliated Capital](https://advisorcensus.com/firm/affiliated-capital-coral-gables-fl-329931) ([md](https://advisorcensus.com/firm/affiliated-capital-coral-gables-fl-329931.md)) | 329931 | Coral Gables, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alternative Finance LLC](https://advisorcensus.com/firm/alternative-finance-llc-coral-gables-fl-331315) ([md](https://advisorcensus.com/firm/alternative-finance-llc-coral-gables-fl-331315.md)) | 331315 | Coral Gables, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Alti Wealth Management (US International), Inc.](https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104) ([md](https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104.md)) | 152104 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Altura Capital](https://advisorcensus.com/firm/altura-capital-coral-gables-fl-312348) ([md](https://advisorcensus.com/firm/altura-capital-coral-gables-fl-312348.md)) | 312348 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee, Other |
| [Amerant Investments, Inc.](https://advisorcensus.com/firm/amerant-investments-inc-coral-gables-fl-117284) ([md](https://advisorcensus.com/firm/amerant-investments-inc-coral-gables-fl-117284.md)) | 117284 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets |
| [Angelus Investment Consulting, Inc.](https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413) ([md](https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413.md)) | 281413 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Archpoint Investors](https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807) ([md](https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807.md)) | 151807 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Ascent Wealth Management Group, LLC](https://advisorcensus.com/firm/ascent-wealth-management-group-llc-coral-gables-fl-325532) ([md](https://advisorcensus.com/firm/ascent-wealth-management-group-llc-coral-gables-fl-325532.md)) | 325532 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Aston Capital Management](https://advisorcensus.com/firm/aston-capital-management-coral-gables-fl-291310) ([md](https://advisorcensus.com/firm/aston-capital-management-coral-gables-fl-291310.md)) | 291310 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Atlantic Family Wealth, LLC](https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062) ([md](https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062.md)) | 171062 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Axxes Advisors I LLC](https://advisorcensus.com/firm/axxes-advisors-i-llc-coral-gables-fl-332460) ([md](https://advisorcensus.com/firm/axxes-advisors-i-llc-coral-gables-fl-332460.md)) | 332460 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee |
| [Axxes Advisors LLC](https://advisorcensus.com/firm/axxes-advisors-llc-coral-gables-fl-318039) ([md](https://advisorcensus.com/firm/axxes-advisors-llc-coral-gables-fl-318039.md)) | 318039 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 3 | % of assets |
| [Azzendo Wealth Advisors](https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919) ([md](https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919.md)) | 145919 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Bail Capital LLC](https://advisorcensus.com/firm/bail-capital-llc-coral-gables-fl-300315) ([md](https://advisorcensus.com/firm/bail-capital-llc-coral-gables-fl-300315.md)) | 300315 | Coral Gables, FL | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Balanz](https://advisorcensus.com/firm/balanz-coral-gables-fl-322263) ([md](https://advisorcensus.com/firm/balanz-coral-gables-fl-322263.md)) | 322263 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Bayshore Wealth Advisors](https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191) ([md](https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191.md)) | 144191 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [Bayview Asset Management, LLC](https://advisorcensus.com/firm/bayview-asset-management-llc-coral-gables-fl-157053) ([md](https://advisorcensus.com/firm/bayview-asset-management-llc-coral-gables-fl-157053.md)) | 157053 | Coral Gables, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Bradesco Global Advisors](https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416) ([md](https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416.md)) | 134416 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Calixto Global Partners LLC](https://advisorcensus.com/firm/calixto-global-partners-llc-coral-gables-fl-171687) ([md](https://advisorcensus.com/firm/calixto-global-partners-llc-coral-gables-fl-171687.md)) | 171687 | Coral Gables, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Campbell Williams, Inc.](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243) ([md](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243.md)) | 142243 | Coral Gables, FL | State-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |
| [Cantata Wealth Management, LLC](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526) ([md](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526.md)) | 332526 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Capview Advisors, LLC.](https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319) ([md](https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319.md)) | 173319 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Ceeto Capital Group, LLC](https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538) ([md](https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538.md)) | 286538 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Dimension Capital Management LLC](https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380) ([md](https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380.md)) | 109380 | Coral Gables, FL | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee, Performance fee |
| [Dragus Capital, LLC](https://advisorcensus.com/firm/dragus-capital-llc-coral-gables-fl-158122) ([md](https://advisorcensus.com/firm/dragus-capital-llc-coral-gables-fl-158122.md)) | 158122 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Driftwood Advisors, LLC](https://advisorcensus.com/firm/driftwood-advisors-llc-coral-gables-fl-307316) ([md](https://advisorcensus.com/firm/driftwood-advisors-llc-coral-gables-fl-307316.md)) | 307316 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Eber Capital Management](https://advisorcensus.com/firm/eber-capital-management-coral-gables-fl-108337) ([md](https://advisorcensus.com/firm/eber-capital-management-coral-gables-fl-108337.md)) | 108337 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Emergent Global Investments](https://advisorcensus.com/firm/emergent-global-investments-coral-gables-fl-290875) ([md](https://advisorcensus.com/firm/emergent-global-investments-coral-gables-fl-290875.md)) | 290875 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Entelevest, LLC](https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115) ([md](https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115.md)) | 318115 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Evensky & KATZ/FOLDES Wealth Management](https://advisorcensus.com/firm/evensky-and-katz-foldes-wealth-management-coral-gables-fl-109698) ([md](https://advisorcensus.com/firm/evensky-and-katz-foldes-wealth-management-coral-gables-fl-109698.md)) | 109698 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Family and Money Matters](https://advisorcensus.com/firm/family-and-money-matters-coral-gables-fl-313222) ([md](https://advisorcensus.com/firm/family-and-money-matters-coral-gables-fl-313222.md)) | 313222 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Fendz Asset Management, Inc.](https://advisorcensus.com/firm/fendz-asset-management-inc-coral-gables-fl-144629) ([md](https://advisorcensus.com/firm/fendz-asset-management-inc-coral-gables-fl-144629.md)) | 144629 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 19 | % of assets, Other |
| [Filon Capital](https://advisorcensus.com/firm/filon-capital-coral-gables-fl-315321) ([md](https://advisorcensus.com/firm/filon-capital-coral-gables-fl-315321.md)) | 315321 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [Finanz Butik Capital Management, LLC](https://advisorcensus.com/firm/finanz-butik-capital-management-llc-coral-gables-fl-325693) ([md](https://advisorcensus.com/firm/finanz-butik-capital-management-llc-coral-gables-fl-325693.md)) | 325693 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Other |
| [Finback Investment Partners](https://advisorcensus.com/firm/finback-investment-partners-coral-gables-fl-310944) ([md](https://advisorcensus.com/firm/finback-investment-partners-coral-gables-fl-310944.md)) | 310944 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee, Other |
| [Forem Investments LLC](https://advisorcensus.com/firm/forem-investments-llc-coral-gables-fl-169636) ([md](https://advisorcensus.com/firm/forem-investments-llc-coral-gables-fl-169636.md)) | 169636 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Futura Asset Advisors LLC](https://advisorcensus.com/firm/futura-asset-advisors-llc-coral-gables-fl-136285) ([md](https://advisorcensus.com/firm/futura-asset-advisors-llc-coral-gables-fl-136285.md)) | 136285 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Genesis Wealth Management, Inc.](https://advisorcensus.com/firm/genesis-wealth-management-inc-coral-gables-fl-157441) ([md](https://advisorcensus.com/firm/genesis-wealth-management-inc-coral-gables-fl-157441.md)) | 157441 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Gladiatori Capital LLC](https://advisorcensus.com/firm/gladiatori-capital-llc-coral-gables-fl-324165) ([md](https://advisorcensus.com/firm/gladiatori-capital-llc-coral-gables-fl-324165.md)) | 324165 | Coral Gables, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Globalinvest Financial Services, Inc.](https://advisorcensus.com/firm/globalinvest-financial-services-inc-coral-gables-fl-154466) ([md](https://advisorcensus.com/firm/globalinvest-financial-services-inc-coral-gables-fl-154466.md)) | 154466 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Group U, LLC](https://advisorcensus.com/firm/group-u-llc-coral-gables-fl-329765) ([md](https://advisorcensus.com/firm/group-u-llc-coral-gables-fl-329765.md)) | 329765 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Guitian Wealth Management, LLC](https://advisorcensus.com/firm/guitian-wealth-management-llc-coral-gables-fl-171732) ([md](https://advisorcensus.com/firm/guitian-wealth-management-llc-coral-gables-fl-171732.md)) | 171732 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Hachiko Financial USA Corp.](https://advisorcensus.com/firm/hachiko-financial-usa-corp-coral-gables-fl-299816) ([md](https://advisorcensus.com/firm/hachiko-financial-usa-corp-coral-gables-fl-299816.md)) | 299816 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Halmos Capital Partners LLC](https://advisorcensus.com/firm/halmos-capital-partners-llc-coral-gables-fl-289029) ([md](https://advisorcensus.com/firm/halmos-capital-partners-llc-coral-gables-fl-289029.md)) | 289029 | Coral Gables, FL | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Innova Advisors](https://advisorcensus.com/firm/innova-advisors-coral-gables-fl-318958) ([md](https://advisorcensus.com/firm/innova-advisors-coral-gables-fl-318958.md)) | 318958 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Invenio Wealth Partners, LLC](https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039) ([md](https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039.md)) | 323039 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Inveris US LLC](https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003) ([md](https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003.md)) | 310003 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Invex Advisors LLC](https://advisorcensus.com/firm/invex-advisors-llc-coral-gables-fl-164519) ([md](https://advisorcensus.com/firm/invex-advisors-llc-coral-gables-fl-164519.md)) | 164519 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/fl/miami/coral-gables/page/2.md

## Questions people ask

**How many financial advisory firms are there in Coral Gables, FL?**
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.

**How many fee-only financial advisors are in Coral Gables, FL?**
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.

**How many financial advisors in Coral Gables, FL offer financial planning?**
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.

**Are the financial advisors in Coral Gables, FL fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Orlando](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Financial advisors in Jacksonville](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Cite as: AdvisorCensus. Financial advisors in Coral Gables, FL: 89 firms from Form ADV filings as of October 2026.
