# Fee-only financial advisors in Miami, FL

> AdvisorCensus lists 178 investment advisory firms with a principal office in the Miami metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

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

## At a glance

- Investment advisory firms: 178
- Registration: SEC-registered investment adviser: 105, State-registered investment adviser: 73
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 178 (100%); Percentage of assets 169 (95%); Hourly charges 48 (27%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 83 (47%)
- Regulatory assets under management (Item 5.F): Under $25 million 43 (24%); $25 million to $100 million 33 (19%); $100 million to $500 million 59 (33%); $500 million to $1 billion 16 (9%); $1 billion to $5 billion 16 (9%); Over $5 billion 2 (1%); Not reported 9 (5%)
- Years registered: Under 5 years 72 (40%); 5 to 9 years 36 (20%); 10 to 19 years 41 (23%); 20 years or more 29 (16%)

## Firms (page 1 of 4, 1 to 50 of 178, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1650 Wealth Management, LLC](https://advisorcensus.com/firm/1650-wealth-management-llc-lighthouse-point-fl-152985) ([md](https://advisorcensus.com/firm/1650-wealth-management-llc-lighthouse-point-fl-152985.md)) | 152985 | Lighthouse Point, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [A.E. Laufer Financial Services, Inc.](https://advisorcensus.com/firm/a-e-laufer-financial-services-inc-ft-lauderdale-fl-141921) ([md](https://advisorcensus.com/firm/a-e-laufer-financial-services-inc-ft-lauderdale-fl-141921.md)) | 141921 | Ft Lauderdale, FL | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [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 |
| [Advise Financial](https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087) ([md](https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087.md)) | 282087 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Subscription, Fixed fee |
| [Affiliated Private Investors LLC](https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545) ([md](https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545.md)) | 111545 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Fixed fee |
| [AFT, Forsyth and Company, Inc.](https://advisorcensus.com/firm/aft-forsyth-and-company-inc-jupiter-fl-137404) ([md](https://advisorcensus.com/firm/aft-forsyth-and-company-inc-jupiter-fl-137404.md)) | 137404 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Albatroz Capital](https://advisorcensus.com/firm/albatroz-capital-key-biscayne-fl-318090) ([md](https://advisorcensus.com/firm/albatroz-capital-key-biscayne-fl-318090.md)) | 318090 | Key Biscayne, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Alhambra Investment Management LLC](https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537) ([md](https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537.md)) | 138537 | Palmetto Bay, FL | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Aligned Wealth Advisors, LLC](https://advisorcensus.com/firm/aligned-wealth-advisors-llc-miami-fl-343143) ([md](https://advisorcensus.com/firm/aligned-wealth-advisors-llc-miami-fl-343143.md)) | 343143 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Allie Family Office LLC](https://advisorcensus.com/firm/allie-family-office-llc-miami-fl-307144) ([md](https://advisorcensus.com/firm/allie-family-office-llc-miami-fl-307144.md)) | 307144 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [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 |
| [Althum Advisors LLC](https://advisorcensus.com/firm/althum-advisors-llc-miami-fl-315952) ([md](https://advisorcensus.com/firm/althum-advisors-llc-miami-fl-315952.md)) | 315952 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee |
| [Andromeda Wealth LLC](https://advisorcensus.com/firm/andromeda-wealth-llc-miami-fl-343233) ([md](https://advisorcensus.com/firm/andromeda-wealth-llc-miami-fl-343233.md)) | 343233 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Arkhe Wealth Management](https://advisorcensus.com/firm/arkhe-wealth-management-miami-fl-337491) ([md](https://advisorcensus.com/firm/arkhe-wealth-management-miami-fl-337491.md)) | 337491 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Azzendo Wealth Advisors](https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610) ([md](https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610.md)) | 139610 | Hollywood, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [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 |
| [BAF Advisors Corp](https://advisorcensus.com/firm/baf-advisors-corp-miami-fl-323286) ([md](https://advisorcensus.com/firm/baf-advisors-corp-miami-fl-323286.md)) | 323286 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [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 |
| [Bella Capital](https://advisorcensus.com/firm/bella-capital-miami-fl-329476) ([md](https://advisorcensus.com/firm/bella-capital-miami-fl-329476.md)) | 329476 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [BFA Wealth Management](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793) ([md](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793.md)) | 241793 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Big Blue Investors, LLC](https://advisorcensus.com/firm/big-blue-investors-llc-ft-lauderdale-fl-326931) ([md](https://advisorcensus.com/firm/big-blue-investors-llc-ft-lauderdale-fl-326931.md)) | 326931 | Ft. Lauderdale, FL | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Blue Infinitas Capital, LLC](https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245) ([md](https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245.md)) | 329245 | Miami, FL | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Blue Line Capital Advisors](https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188) ([md](https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188.md)) | 297188 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Blue Ocean Capital](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833) ([md](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833.md)) | 107833 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [Boca Wealth Advisors](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038) ([md](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038.md)) | 108038 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Fixed fee |
| [Brickell Financial Group LLC](https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974) ([md](https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974.md)) | 283974 | Miami, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Brightside Capital Partners LLC](https://advisorcensus.com/firm/brightside-capital-partners-llc-lantana-fl-338288) ([md](https://advisorcensus.com/firm/brightside-capital-partners-llc-lantana-fl-338288.md)) | 338288 | Lantana, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Campbell Capital Management Inc](https://advisorcensus.com/firm/campbell-capital-management-inc-miami-fl-106130) ([md](https://advisorcensus.com/firm/campbell-capital-management-inc-miami-fl-106130.md)) | 106130 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets |
| [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 |
| [Carl Domino Inc.](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528) ([md](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528.md)) | 131528 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Caruso and Company, P.A., Certified Public Accountants](https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685) ([md](https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685.md)) | 142685 | Deerfield Beach, FL | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Castle Wealth Management](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364) ([md](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364.md)) | 118364 | Boynton Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [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 |
| [Cela Wealth Management](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040) ([md](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040.md)) | 148040 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Channing Global Advisors, LLC](https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893) ([md](https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893.md)) | 290893 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Clark Financial Planning Services LLC](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321) ([md](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321.md)) | 172321 | Coconut Creek, FL | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [Clout Capital](https://advisorcensus.com/firm/clout-capital-miami-fl-327315) ([md](https://advisorcensus.com/firm/clout-capital-miami-fl-327315.md)) | 327315 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Colbert Investment Management Co](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642) ([md](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642.md)) | 108642 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets |
| [Common Cents Wealth Management, LLC](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074) ([md](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074.md)) | 153074 | Pembroke Pines, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Compass Financial Group, Inc.](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186) ([md](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186.md)) | 125186 | Deerfield Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Convergence Investment Partners, LLC](https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472) ([md](https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472.md)) | 148472 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [Core Wealth Management, Inc.](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870) ([md](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870.md)) | 162870 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Courtesy Investment Advisory Services LLC](https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671) ([md](https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671.md)) | 143671 | Deerfield Beach, FL | State-registered investment adviser | Not reported | 18 | % of assets |
| [Crystal Capital Partners, LLC](https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010) ([md](https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010.md)) | 146010 | Bay Harbor Islands, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [CS Advisors Inc.](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729) ([md](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729.md)) | 130729 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Cypress Capital Group](https://advisorcensus.com/firm/cypress-capital-group-palm-beach-fl-121923) ([md](https://advisorcensus.com/firm/cypress-capital-group-palm-beach-fl-121923.md)) | 121923 | Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Daba Advisors LLC](https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371) ([md](https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371.md)) | 319371 | Miami, FL | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Subscription, Fixed fee |
| [Dakota Wealth, LLC](https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987) ([md](https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987.md)) | 297987 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |

- Next page: https://advisorcensus.com/advisors/fl/miami/fee-only/page/2.md

## Questions people ask

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

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

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

**Are the financial advisors in Miami, 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 178 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. Fee-only financial advisors in Miami, FL: 178 firms from Form ADV filings as of October 2026.