# 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/page/3

## 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 3 of 4, 101 to 150 of 178, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Jessurum Capital](https://advisorcensus.com/firm/jessurum-capital-miami-fl-334415) ([md](https://advisorcensus.com/firm/jessurum-capital-miami-fl-334415.md)) | 334415 | Miami, FL | State-registered investment adviser | Not reported | 1 | % of assets |
| [Kadirov Financial Management](https://advisorcensus.com/firm/kadirov-financial-management-hallandale-beach-fl-340231) ([md](https://advisorcensus.com/firm/kadirov-financial-management-hallandale-beach-fl-340231.md)) | 340231 | Hallandale Beach, FL | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Keating Investment Counselors Inc](https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134) ([md](https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134.md)) | 110134 | Delray Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Hourly |
| [Klocke Capital Group, LLC](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160) ([md](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160.md)) | 156160 | Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Krusen Capital Management, LLC](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754) ([md](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754.md)) | 150754 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Larch Capital Partners LLC](https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653) ([md](https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653.md)) | 307653 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [Leatherback Asset Management, LLC](https://advisorcensus.com/firm/leatherback-asset-management-llc-palm-beach-gardens-fl-310252) ([md](https://advisorcensus.com/firm/leatherback-asset-management-llc-palm-beach-gardens-fl-310252.md)) | 310252 | Palm Beach Gardens, FL | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Legacy Beyond Wealth LLC](https://advisorcensus.com/firm/legacy-beyond-wealth-llc-miami-fl-328708) ([md](https://advisorcensus.com/firm/legacy-beyond-wealth-llc-miami-fl-328708.md)) | 328708 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117.md)) | 326117 | North Miami Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Level One Fund](https://advisorcensus.com/firm/level-one-fund-miami-fl-316294) ([md](https://advisorcensus.com/firm/level-one-fund-miami-fl-316294.md)) | 316294 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [LMPG Wealth Advisors, LLC](https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251) ([md](https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251.md)) | 328251 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Longman Wealthcare Management, LLC](https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555) ([md](https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555.md)) | 110555 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Longship LLC](https://advisorcensus.com/firm/longship-llc-miami-fl-342196) ([md](https://advisorcensus.com/firm/longship-llc-miami-fl-342196.md)) | 342196 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [LVR Research, LLC](https://advisorcensus.com/firm/lvr-research-llc-delray-beach-fl-174438) ([md](https://advisorcensus.com/firm/lvr-research-llc-delray-beach-fl-174438.md)) | 174438 | Delray Beach, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [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 |
| [Mariaca Wealth Management, LLC](https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001) ([md](https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001.md)) | 164001 | Wellington, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [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 |
| [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 |
| [Maway LLC](https://advisorcensus.com/firm/maway-llc-miami-fl-291892) ([md](https://advisorcensus.com/firm/maway-llc-miami-fl-291892.md)) | 291892 | Miami, FL | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [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 |
| [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 |
| [Myriad Asset Management Advisors LLC](https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546) ([md](https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546.md)) | 335546 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Nextreg Advisors LLC](https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045) ([md](https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045.md)) | 344045 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Noesis Capital Management Corp](https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819) ([md](https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819.md)) | 110819 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Fixed fee |
| [Oceanis Financial Advisors, Inc.](https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787) ([md](https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787.md)) | 307787 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Omkara Capital LLC](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570) ([md](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570.md)) | 172570 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Omnia Family Wealth, LLC](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909) ([md](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909.md)) | 170909 | Aventura, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Openvest](https://advisorcensus.com/firm/openvest-aventura-fl-328152) ([md](https://advisorcensus.com/firm/openvest-aventura-fl-328152.md)) | 328152 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Panoramika Advisors Inc.](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737) ([md](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737.md)) | 172737 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |
| [Patriot Securities LLC](https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023) ([md](https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023.md)) | 270023 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Pelican Financial Planning and Wealth, PLLC](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198) ([md](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198.md)) | 335198 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Personal Wealth Planning, LLC](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390) ([md](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390.md)) | 299390 | Hollywood, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Picea Capital LLC](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775) ([md](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775.md)) | 307775 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Pilotai Wealth](https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297) ([md](https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297.md)) | 337297 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Polen International Equity LLC](https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625) ([md](https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625.md)) | 340625 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Poolit Fund Management, LLC](https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774) ([md](https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774.md)) | 322774 | Miami, FL | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [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 |
| [Princeton Asset Management, LLC](https://advisorcensus.com/firm/princeton-asset-management-llc-boca-raton-fl-148087) ([md](https://advisorcensus.com/firm/princeton-asset-management-llc-boca-raton-fl-148087.md)) | 148087 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [RC Private Wealth, LLC](https://advisorcensus.com/firm/rc-private-wealth-llc-miami-fl-329301) ([md](https://advisorcensus.com/firm/rc-private-wealth-llc-miami-fl-329301.md)) | 329301 | Miami, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Red Reef Advisors LLC](https://advisorcensus.com/firm/red-reef-advisors-llc-boca-raton-fl-174748) ([md](https://advisorcensus.com/firm/red-reef-advisors-llc-boca-raton-fl-174748.md)) | 174748 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Remedium Capital Partners](https://advisorcensus.com/firm/remedium-capital-partners-west-palm-beach-fl-340302) ([md](https://advisorcensus.com/firm/remedium-capital-partners-west-palm-beach-fl-340302.md)) | 340302 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Remote Financial Planner, LLC](https://advisorcensus.com/firm/remote-financial-planner-llc-west-palm-beach-fl-284297) ([md](https://advisorcensus.com/firm/remote-financial-planner-llc-west-palm-beach-fl-284297.md)) | 284297 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Resnick Wealth Alliance, LLC](https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188) ([md](https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188.md)) | 316188 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Richards Financial](https://advisorcensus.com/firm/richards-financial-riviera-beach-fl-160351) ([md](https://advisorcensus.com/firm/richards-financial-riviera-beach-fl-160351.md)) | 160351 | Riviera Beach, FL | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [RM Private Wealth Management](https://advisorcensus.com/firm/rm-private-wealth-management-miami-fl-300082) ([md](https://advisorcensus.com/firm/rm-private-wealth-management-miami-fl-300082.md)) | 300082 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Rollingwave Capital](https://advisorcensus.com/firm/rollingwave-capital-palm-beach-gardens-fl-306453) ([md](https://advisorcensus.com/firm/rollingwave-capital-palm-beach-gardens-fl-306453.md)) | 306453 | Palm Beach Gardens, FL | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [S.H. Capital Management Corp.](https://advisorcensus.com/firm/s-h-capital-management-corp-boca-raton-fl-145239) ([md](https://advisorcensus.com/firm/s-h-capital-management-corp-boca-raton-fl-145239.md)) | 145239 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Saaga](https://advisorcensus.com/firm/saaga-miami-fl-327015) ([md](https://advisorcensus.com/firm/saaga-miami-fl-327015.md)) | 327015 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Saint Joseph Advisors LLC](https://advisorcensus.com/firm/saint-joseph-advisors-llc-miami-fl-311463) ([md](https://advisorcensus.com/firm/saint-joseph-advisors-llc-miami-fl-311463.md)) | 311463 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Samuel & Associates Investment Management LP](https://advisorcensus.com/firm/samuel-and-associates-investment-management-lp-miami-fl-312551) ([md](https://advisorcensus.com/firm/samuel-and-associates-investment-management-lp-miami-fl-312551.md)) | 312551 | Miami, FL | State-registered investment adviser | Under $25 million | 5 | % of assets |

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## 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.

## Related pages

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- [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.