# 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/page/2

## 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 2 of 2, 51 to 89 of 89, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Invex Next, LLC](https://advisorcensus.com/firm/invex-next-llc-coral-gables-fl-328201) ([md](https://advisorcensus.com/firm/invex-next-llc-coral-gables-fl-328201.md)) | 328201 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Kirtland Financial Management, Inc.](https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138) ([md](https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138.md)) | 131138 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly |
| [Ladin Financial Group, Inc.](https://advisorcensus.com/firm/ladin-financial-group-inc-coral-gables-fl-168691) ([md](https://advisorcensus.com/firm/ladin-financial-group-inc-coral-gables-fl-168691.md)) | 168691 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Loyola Asset Management LLC](https://advisorcensus.com/firm/loyola-asset-management-llc-coral-gables-fl-153255) ([md](https://advisorcensus.com/firm/loyola-asset-management-llc-coral-gables-fl-153255.md)) | 153255 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Lvna Management LLC](https://advisorcensus.com/firm/lvna-management-llc-coral-gables-fl-317105) ([md](https://advisorcensus.com/firm/lvna-management-llc-coral-gables-fl-317105.md)) | 317105 | Coral Gables, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Lynx Advisory Partners](https://advisorcensus.com/firm/lynx-advisory-partners-coral-gables-fl-326594) ([md](https://advisorcensus.com/firm/lynx-advisory-partners-coral-gables-fl-326594.md)) | 326594 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Mara River Capital Management, LP](https://advisorcensus.com/firm/mara-river-capital-management-lp-coral-gables-fl-304145) ([md](https://advisorcensus.com/firm/mara-river-capital-management-lp-coral-gables-fl-304145.md)) | 304145 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Mare Liberum Capital Partners, LLC](https://advisorcensus.com/firm/mare-liberum-capital-partners-llc-coral-gables-fl-343026) ([md](https://advisorcensus.com/firm/mare-liberum-capital-partners-llc-coral-gables-fl-343026.md)) | 343026 | Coral Gables, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Marketgrader Capital, LLC](https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080) ([md](https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080.md)) | 173080 | Coral Gables, FL | State-registered investment adviser | Not reported | 10 | % of assets, Fixed fee |
| [MAS Advisors LLC](https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906) ([md](https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906.md)) | 165906 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [MAS Alpha Securities](https://advisorcensus.com/firm/mas-alpha-securities-coral-gables-fl-335171) ([md](https://advisorcensus.com/firm/mas-alpha-securities-coral-gables-fl-335171.md)) | 335171 | Coral Gables, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Matters Capital LLC](https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776) ([md](https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776.md)) | 333776 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Maximai Investment Partners, LLC](https://advisorcensus.com/firm/maximai-investment-partners-llc-coral-gables-fl-284919) ([md](https://advisorcensus.com/firm/maximai-investment-partners-llc-coral-gables-fl-284919.md)) | 284919 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee |
| [MBF Healthcare Management II, LLC](https://advisorcensus.com/firm/mbf-healthcare-management-ii-llc-coral-gables-fl-283576) ([md](https://advisorcensus.com/firm/mbf-healthcare-management-ii-llc-coral-gables-fl-283576.md)) | 283576 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [Meira Wealth](https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648) ([md](https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648.md)) | 108648 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Meridiana](https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237) ([md](https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237.md)) | 306237 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Other |
| [Multus Asset Management](https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114) ([md](https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114.md)) | 156114 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [My Investment Path](https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641) ([md](https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641.md)) | 329641 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Commissions |
| [Northeast Capital Management, Inc.](https://advisorcensus.com/firm/northeast-capital-management-inc-coral-gables-fl-128508) ([md](https://advisorcensus.com/firm/northeast-capital-management-inc-coral-gables-fl-128508.md)) | 128508 | Coral Gables, FL | State-registered investment adviser | $100 million to $500 million | 30 | % of assets |
| [Parrish Capital Advisors LLC](https://advisorcensus.com/firm/parrish-capital-advisors-llc-coral-gables-fl-339342) ([md](https://advisorcensus.com/firm/parrish-capital-advisors-llc-coral-gables-fl-339342.md)) | 339342 | Coral Gables, FL | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Performance fee |
| [Parrish Capital Partners](https://advisorcensus.com/firm/parrish-capital-partners-coral-gables-fl-342217) ([md](https://advisorcensus.com/firm/parrish-capital-partners-coral-gables-fl-342217.md)) | 342217 | Coral Gables, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Pinvest](https://advisorcensus.com/firm/pinvest-coral-gables-fl-331586) ([md](https://advisorcensus.com/firm/pinvest-coral-gables-fl-331586.md)) | 331586 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Other |
| [Portfolio Resources Advisor Group, Inc.](https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601) ([md](https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601.md)) | 144601 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Premia Global Advisors, LLC](https://advisorcensus.com/firm/premia-global-advisors-llc-coral-gables-fl-282426) ([md](https://advisorcensus.com/firm/premia-global-advisors-llc-coral-gables-fl-282426.md)) | 282426 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Riwm, LLC](https://advisorcensus.com/firm/riwm-llc-coral-gables-fl-160536) ([md](https://advisorcensus.com/firm/riwm-llc-coral-gables-fl-160536.md)) | 160536 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Other |
| [Sapiens Advisors](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254) ([md](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254.md)) | 341254 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Seaview Investment Managers LLC](https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155) ([md](https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155.md)) | 300155 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Seminario Asset Management LLC](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039) ([md](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039.md)) | 339039 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Shaw Financial Solutions LLC](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057) ([md](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057.md)) | 329057 | Coral Gables, FL | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Shellman Investment Management, LLC](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579) ([md](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579.md)) | 316579 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Starks Capital Management LLC](https://advisorcensus.com/firm/starks-capital-management-llc-coral-gables-fl-342723) ([md](https://advisorcensus.com/firm/starks-capital-management-llc-coral-gables-fl-342723.md)) | 342723 | Coral Gables, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stonewealth Advisors, LLC](https://advisorcensus.com/firm/stonewealth-advisors-llc-coral-gables-fl-293600) ([md](https://advisorcensus.com/firm/stonewealth-advisors-llc-coral-gables-fl-293600.md)) | 293600 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Storge](https://advisorcensus.com/firm/storge-coral-gables-fl-305395) ([md](https://advisorcensus.com/firm/storge-coral-gables-fl-305395.md)) | 305395 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Sun Creek Holdings LLC](https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110) ([md](https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110.md)) | 165110 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Sunstate Wealth Management LLC](https://advisorcensus.com/firm/sunstate-wealth-management-llc-coral-gables-fl-317453) ([md](https://advisorcensus.com/firm/sunstate-wealth-management-llc-coral-gables-fl-317453.md)) | 317453 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Tallvine Partners Management LP](https://advisorcensus.com/firm/tallvine-partners-management-lp-coral-gables-fl-330629) ([md](https://advisorcensus.com/firm/tallvine-partners-management-lp-coral-gables-fl-330629.md)) | 330629 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee |
| [Trivest Investment Advisors, LLC](https://advisorcensus.com/firm/trivest-investment-advisors-llc-coral-gables-fl-161432) ([md](https://advisorcensus.com/firm/trivest-investment-advisors-llc-coral-gables-fl-161432.md)) | 161432 | Coral Gables, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [VIM Wealth Management, LLC](https://advisorcensus.com/firm/vim-wealth-management-llc-coral-gables-fl-311641) ([md](https://advisorcensus.com/firm/vim-wealth-management-llc-coral-gables-fl-311641.md)) | 311641 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Subscription |
| [We Family Offices](https://advisorcensus.com/firm/we-family-offices-coral-gables-fl-109869) ([md](https://advisorcensus.com/firm/we-family-offices-coral-gables-fl-109869.md)) | 109869 | Coral Gables, FL | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee |

- Previous page: https://advisorcensus.com/advisors/fl/miami/coral-gables.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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Cite as: AdvisorCensus. Financial advisors in Coral Gables, FL: 89 firms from Form ADV filings as of October 2026.