{ "path": "/advisors/fl/miami/fee-only", "url": "https://advisorcensus.com/advisors/fl/miami/fee-only/page/3", "page_type": "metro_fee", "title": "Fee-only financial advisors in Miami, FL", "filters": {}, "scope_total": 178, "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 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.", "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. Fee-only financial advisors in Miami, FL: 178 firms from Form ADV filings as of October 2026.", "total_firms": 178, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 105, "state": 73, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 178 }, { "code": "percentage_of_aum", "count": 169 }, { "code": "hourly", "count": 48 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 83 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 72 }, { "code": "5_to_9", "count": 36 }, { "code": "10_to_19", "count": 41 }, { "code": "20_plus", "count": 29 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 43 }, { "code": "25m_100m", "count": 33 }, { "code": "100m_500m", "count": 59 }, { "code": "500m_1b", "count": 16 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 334415, "name": "Jessurum Capital", "name_as_filed": "JESSURUM CAPITAL", "url": "https://advisorcensus.com/firm/jessurum-capital-miami-fl-334415", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340231, "name": "Kadirov Financial Management", "name_as_filed": "KADIROV FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/kadirov-financial-management-hallandale-beach-fl-340231", "city": "Hallandale Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110134, "name": "Keating Investment Counselors Inc", "name_as_filed": "KEATING INVESTMENT COUNSELORS INC", "url": "https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134", "city": "Delray Beach", "state": "FL", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156160, "name": "Klocke Capital Group, LLC", "name_as_filed": "KLOCKE CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160", "city": "Palm Beach", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150754, "name": "Krusen Capital Management, LLC", "name_as_filed": "KRUSEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754", "city": "West Palm Beach", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307653, "name": "Larch Capital Partners LLC", "name_as_filed": "LARCH CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310252, "name": "Leatherback Asset Management, LLC", "name_as_filed": "LEATHERBACK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/leatherback-asset-management-llc-palm-beach-gardens-fl-310252", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328708, "name": "Legacy Beyond Wealth LLC", "name_as_filed": "LEGACY BEYOND WEALTH LLC", "url": "https://advisorcensus.com/firm/legacy-beyond-wealth-llc-miami-fl-328708", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326117, "name": "Legacy Wealth Advisors, LLC", "name_as_filed": "LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117", "city": "North Miami Beach", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316294, "name": "Level One Fund", "name_as_filed": "LEVEL ONE FUND", "url": "https://advisorcensus.com/firm/level-one-fund-miami-fl-316294", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328251, "name": "LMPG Wealth Advisors, LLC", "name_as_filed": "LMPG WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110555, "name": "Longman Wealthcare Management, LLC", "name_as_filed": "LONGMAN WEALTHCARE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555", "city": "Miami", "state": "FL", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342196, "name": "Longship LLC", "name_as_filed": "LONGSHIP LLC", "url": "https://advisorcensus.com/firm/longship-llc-miami-fl-342196", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174438, "name": "LVR Research, LLC", "name_as_filed": "LVR RESEARCH, LLC", "url": "https://advisorcensus.com/firm/lvr-research-llc-delray-beach-fl-174438", "city": "Delray Beach", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 326594, "name": "Lynx Advisory Partners", "name_as_filed": "LYNX ADVISORY PARTNERS", "url": "https://advisorcensus.com/firm/lynx-advisory-partners-coral-gables-fl-326594", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164001, "name": "Mariaca Wealth Management, LLC", "name_as_filed": "MARIACA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001", "city": "Wellington", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173080, "name": "Marketgrader Capital, LLC", "name_as_filed": "MARKETGRADER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080", "city": "Coral Gables", "state": "FL", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333776, "name": "Matters Capital LLC", "name_as_filed": "MATTERS CAPITAL LLC", "url": "https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291892, "name": "Maway LLC", "name_as_filed": "MAWAY LLC", "url": "https://advisorcensus.com/firm/maway-llc-miami-fl-291892", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108648, "name": "Meira Wealth", "name_as_filed": "MEIRA WEALTH", "url": "https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648", "city": "Coral Gables", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156114, "name": "Multus Asset Management", "name_as_filed": "MULTUS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335546, "name": "Myriad Asset Management Advisors LLC", "name_as_filed": "MYRIAD ASSET MANAGEMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344045, "name": "Nextreg Advisors LLC", "name_as_filed": "NEXTREG ADVISORS LLC", "url": "https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110819, "name": "Noesis Capital Management Corp", "name_as_filed": "NOESIS CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819", "city": "Boca Raton", "state": "FL", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307787, "name": "Oceanis Financial Advisors, Inc.", "name_as_filed": "OCEANIS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172570, "name": "Omkara Capital LLC", "name_as_filed": "OMKARA CAPITAL LLC", "url": "https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570", "city": "Miami", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170909, "name": "Omnia Family Wealth, LLC", "name_as_filed": "OMNIA FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909", "city": "Aventura", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328152, "name": "Openvest", "name_as_filed": "OPENVEST", "url": "https://advisorcensus.com/firm/openvest-aventura-fl-328152", "city": "Aventura", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 172737, "name": "Panoramika Advisors Inc.", "name_as_filed": "PANORAMIKA ADVISORS INC.", "url": "https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737", "city": "Miami", "state": "FL", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 270023, "name": "Patriot Securities LLC", "name_as_filed": "PATRIOT SECURITIES LLC", "url": "https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023", "city": "Jupiter", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335198, "name": "Pelican Financial Planning and Wealth, PLLC", "name_as_filed": "PELICAN FINANCIAL PLANNING AND WEALTH, PLLC", "url": "https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198", "city": "Jupiter", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299390, "name": "Personal Wealth Planning, LLC", "name_as_filed": "PERSONAL WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390", "city": "Hollywood", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307775, "name": "Picea Capital LLC", "name_as_filed": "PICEA CAPITAL LLC", "url": "https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337297, "name": "Pilotai Wealth", "name_as_filed": "PILOTAI WEALTH", "url": "https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340625, "name": "Polen International Equity LLC", "name_as_filed": "POLEN INTERNATIONAL EQUITY LLC", "url": "https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322774, "name": "Poolit Fund Management, LLC", "name_as_filed": "POOLIT FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282426, "name": "Premia Global Advisors, LLC", "name_as_filed": "PREMIA GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/premia-global-advisors-llc-coral-gables-fl-282426", "city": "Coral Gables", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148087, "name": "Princeton Asset Management, LLC", "name_as_filed": "PRINCETON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/princeton-asset-management-llc-boca-raton-fl-148087", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329301, "name": "RC Private Wealth, LLC", "name_as_filed": "RC PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/rc-private-wealth-llc-miami-fl-329301", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174748, "name": "Red Reef Advisors LLC", "name_as_filed": "RED REEF ADVISORS LLC", "url": "https://advisorcensus.com/firm/red-reef-advisors-llc-boca-raton-fl-174748", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340302, "name": "Remedium Capital Partners", "name_as_filed": "REMEDIUM CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/remedium-capital-partners-west-palm-beach-fl-340302", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284297, "name": "Remote Financial Planner, LLC", "name_as_filed": "REMOTE FINANCIAL PLANNER, LLC", "url": "https://advisorcensus.com/firm/remote-financial-planner-llc-west-palm-beach-fl-284297", "city": "West Palm Beach", "state": "FL", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316188, "name": "Resnick Wealth Alliance, LLC", "name_as_filed": "RESNICK WEALTH ALLIANCE, LLC", "url": "https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160351, "name": "Richards Financial", "name_as_filed": "RICHARDS FINANCIAL", "url": "https://advisorcensus.com/firm/richards-financial-riviera-beach-fl-160351", "city": "Riviera Beach", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300082, "name": "RM Private Wealth Management", "name_as_filed": "RM PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rm-private-wealth-management-miami-fl-300082", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306453, "name": "Rollingwave Capital", "name_as_filed": "ROLLINGWAVE CAPITAL", "url": "https://advisorcensus.com/firm/rollingwave-capital-palm-beach-gardens-fl-306453", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145239, "name": "S.H. Capital Management Corp.", "name_as_filed": "S.H. 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