{
  "path": "/advisors/fl/miami/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/miami/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Miami, FL",
  "filters": {},
  "scope_total": 343,
  "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 343 investment advisory firms with a principal office in the Miami metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Miami, FL: 343 firms from Form ADV filings as of October 2026.",
  "total_firms": 343,
  "page": 1,
  "total_pages": 7,
  "sort": "name",
  "registration_types": {
    "sec": 221,
    "state": 122,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 83
    },
    {
      "code": "percentage_of_aum",
      "count": 316
    },
    {
      "code": "hourly",
      "count": 170
    },
    {
      "code": "subscription",
      "count": 5
    },
    {
      "code": "fixed",
      "count": 343
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 70
    },
    {
      "code": "other",
      "count": 66
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 133
    },
    {
      "code": "5_to_9",
      "count": 83
    },
    {
      "code": "10_to_19",
      "count": 89
    },
    {
      "code": "20_plus",
      "count": 38
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 69
    },
    {
      "code": "25m_100m",
      "count": 45
    },
    {
      "code": "100m_500m",
      "count": 113
    },
    {
      "code": "500m_1b",
      "count": 36
    },
    {
      "code": "1b_5b",
      "count": 41
    },
    {
      "code": "over_5b",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 22
    }
  ],
  "firms": [
    {
      "crd_number": 304110,
      "name": "1818 Private Client Group, LLC",
      "name_as_filed": "1818 PRIVATE CLIENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/1818-private-client-group-llc-aventura-fl-304110",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343350,
      "name": "1977 Wealth, LLC",
      "name_as_filed": "1977 WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/1977-wealth-llc-miami-fl-343350",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 39164,
      "name": "1st Discount Brokerage, Inc.",
      "name_as_filed": "1ST DISCOUNT BROKERAGE, INC.",
      "url": "https://advisorcensus.com/firm/1st-discount-brokerage-inc-lake-worth-fl-39164",
      "city": "Lake Worth",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321201,
      "name": "710 Consulting Group, LLC",
      "name_as_filed": "710 CONSULTING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/710-consulting-group-llc-pembroke-pines-fl-321201",
      "city": "Pembroke Pines",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331478,
      "name": "A&M Private Wealth Partners, LLC",
      "name_as_filed": "A&M PRIVATE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155472,
      "name": "Aaron Brask Capital",
      "name_as_filed": "AARON BRASK CAPITAL",
      "url": "https://advisorcensus.com/firm/aaron-brask-capital-lake-worth-beach-fl-155472",
      "city": "Lake Worth Beach",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318038,
      "name": "AB2 Capital Partners LLC",
      "name_as_filed": "AB2 CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/ab2-capital-partners-llc-hollywood-fl-318038",
      "city": "Hollywood",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138556,
      "name": "ACP Capital Management, LLC",
      "name_as_filed": "ACP CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/acp-capital-management-llc-miami-fl-138556",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156150,
      "name": "Activest Wealth Management, LLC",
      "name_as_filed": "ACTIVEST WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/activest-wealth-management-llc-aventura-fl-156150",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282087,
      "name": "Advise Financial",
      "name_as_filed": "ADVISE FINANCIAL",
      "url": "https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111545,
      "name": "Affiliated Private Investors LLC",
      "name_as_filed": "AFFILIATED PRIVATE INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 31,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141522,
      "name": "Agnello Financial Group, Inc.",
      "name_as_filed": "AGNELLO FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/agnello-financial-group-inc-west-palm-beach-fl-141522",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138537,
      "name": "Alhambra Investment Management LLC",
      "name_as_filed": "ALHAMBRA INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537",
      "city": "Palmetto Bay",
      "state": "FL",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332824,
      "name": "Align Equity Group",
      "name_as_filed": "ALIGN EQUITY GROUP",
      "url": "https://advisorcensus.com/firm/align-equity-group-boca-raton-fl-332824",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343143,
      "name": "Aligned Wealth Advisors, LLC",
      "name_as_filed": "ALIGNED WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/aligned-wealth-advisors-llc-miami-fl-343143",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341875,
      "name": "Alius Capital Partners",
      "name_as_filed": "ALIUS CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/alius-capital-partners-aventura-fl-341875",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305988,
      "name": "Aliya Capital Partners LLC",
      "name_as_filed": "ALIYA CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/aliya-capital-partners-llc-miami-fl-305988",
      "city": "Miami",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287513,
      "name": "Allaria Asset Management, LLC",
      "name_as_filed": "ALLARIA ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/allaria-asset-management-llc-miami-fl-287513",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141047,
      "name": "Allegiant Financial Advisors, LLC",
      "name_as_filed": "ALLEGIANT FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/allegiant-financial-advisors-llc-miami-beach-fl-141047",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307144,
      "name": "Allie Family Office LLC",
      "name_as_filed": "ALLIE FAMILY OFFICE LLC",
      "url": "https://advisorcensus.com/firm/allie-family-office-llc-miami-fl-307144",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160894,
      "name": "Alpha Wave Global, LP",
      "name_as_filed": "ALPHA WAVE GLOBAL, LP",
      "url": "https://advisorcensus.com/firm/alpha-wave-global-lp-miami-fl-160894",
      "city": "Miami",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319050,
      "name": "Alpha Zero LLC",
      "name_as_filed": "ALPHA ZERO LLC",
      "url": "https://advisorcensus.com/firm/alpha-zero-llc-boca-raton-fl-319050",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331315,
      "name": "Alternative Finance LLC",
      "name_as_filed": "ALTERNATIVE FINANCE LLC",
      "url": "https://advisorcensus.com/firm/alternative-finance-llc-coral-gables-fl-331315",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315952,
      "name": "Althum Advisors LLC",
      "name_as_filed": "ALTHUM ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/althum-advisors-llc-miami-fl-315952",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152104,
      "name": "Alti Wealth Management (US International), Inc.",
      "name_as_filed": "ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.",
      "url": "https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319247,
      "name": "Amicorp Wealth Services",
      "name_as_filed": "AMICORP WEALTH SERVICES",
      "url": "https://advisorcensus.com/firm/amicorp-wealth-services-miami-fl-319247",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319227,
      "name": "Amida Wealth Advisors, LLC",
      "name_as_filed": "AMIDA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/amida-wealth-advisors-llc-miami-fl-319227",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329286,
      "name": "Anchor Wealth Management Group LLC",
      "name_as_filed": "ANCHOR WEALTH MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150463,
      "name": "Andbanc Advisory LLC",
      "name_as_filed": "ANDBANC ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/andbanc-advisory-llc-miami-fl-150463",
      "city": "Miami",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343233,
      "name": "Andromeda Wealth LLC",
      "name_as_filed": "ANDROMEDA WEALTH LLC",
      "url": "https://advisorcensus.com/firm/andromeda-wealth-llc-miami-fl-343233",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281413,
      "name": "Angelus Investment Consulting, Inc.",
      "name_as_filed": "ANGELUS INVESTMENT CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156043,
      "name": "Aragon Global Management, LP",
      "name_as_filed": "ARAGON GLOBAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/aragon-global-management-lp-miami-fl-156043",
      "city": "Miami",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151807,
      "name": "Archpoint Investors",
      "name_as_filed": "ARCHPOINT INVESTORS",
      "url": "https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325532,
      "name": "Ascent Wealth Management Group, LLC",
      "name_as_filed": "ASCENT WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/ascent-wealth-management-group-llc-coral-gables-fl-325532",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149013,
      "name": "ASG Capital",
      "name_as_filed": "ASG CAPITAL",
      "url": "https://advisorcensus.com/firm/asg-capital-miami-fl-149013",
      "city": "Miami",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313212,
      "name": "Aspen Wealth Management, LLC",
      "name_as_filed": "ASPEN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aspen-wealth-management-llc-aventura-fl-313212",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126242,
      "name": "Asset Planning Corporation",
      "name_as_filed": "ASSET PLANNING CORPORATION",
      "url": "https://advisorcensus.com/firm/asset-planning-corporation-w-palm-beach-fl-126242",
      "city": "W. Palm Beach",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164544,
      "name": "Asset Protection Group",
      "name_as_filed": "ASSET PROTECTION GROUP",
      "url": "https://advisorcensus.com/firm/asset-protection-group-sunrise-fl-164544",
      "city": "Sunrise",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133356,
      "name": "Associated Investor Services, Inc.",
      "name_as_filed": "ASSOCIATED INVESTOR SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/associated-investor-services-inc-ft-lauderdale-fl-133356",
      "city": "Ft. Lauderdale",
      "state": "FL",
      "years_registered": 32,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285580,
      "name": "Atlas Financial Advisors, LLC",
      "name_as_filed": "ATLAS FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/atlas-financial-advisors-llc-boca-raton-fl-285580",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296949,
      "name": "Atticus Wealth Management",
      "name_as_filed": "ATTICUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/atticus-wealth-management-palm-beach-gardens-fl-296949",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 272027,
      "name": "Aureum Wealth Management, LLC",
      "name_as_filed": "AUREUM WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aureum-wealth-management-llc-north-palm-beach-fl-272027",
      "city": "North Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168033,
      "name": "Avalon",
      "name_as_filed": "AVALON",
      "url": "https://advisorcensus.com/firm/avalon-boca-raton-fl-168033",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134626,
      "name": "Azimut Investment Advisors LLC",
      "name_as_filed": "AZIMUT INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/azimut-investment-advisors-llc-miami-fl-134626",
      "city": "Miami",
      "state": "FL",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139610,
      "name": "Azzendo Wealth Advisors",
      "name_as_filed": "AZZENDO WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610",
      "city": "Hollywood",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145919,
      "name": "Azzendo Wealth Advisors",
      "name_as_filed": "AZZENDO WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159113,
      "name": "Barnett Capital Advisors LLC",
      "name_as_filed": "BARNETT CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/barnett-capital-advisors-llc-miami-fl-159113",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126767,
      "name": "Baron Silver Stevens Financial Advisors, LLC",
      "name_as_filed": "BARON SILVER STEVENS FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168047,
      "name": "BCI Securities, Inc.",
      "name_as_filed": "BCI SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047",
      "city": "Miami",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284115,
      "name": "Be More Advisors, LLC",
      "name_as_filed": "BE MORE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115",
      "city": "Hallandale Beach",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/fl",
      "label": "Financial advisors in Florida"
    },
    "metro": {
      "path": "/advisors/fl/miami",
      "label": "Financial advisors in Miami, FL"
    },
    "city_pages": [
      {
        "path": "/advisors/fl/miami/boca-raton",
        "label": "Financial advisors in Boca Raton, FL",
        "firm_count": 114
      },
      {
        "path": "/advisors/fl/miami/coral-gables",
        "label": "Financial advisors in Coral Gables, FL",
        "firm_count": 89
      },
      {
        "path": "/advisors/fl/miami/west-palm-beach",
        "label": "Financial advisors in West Palm Beach, FL",
        "firm_count": 84
      },
      {
        "path": "/advisors/fl/miami/miami-beach",
        "label": "Financial advisors in Miami Beach, FL",
        "firm_count": 60
      },
      {
        "path": "/advisors/fl/miami/palm-beach-gardens",
        "label": "Financial advisors in Palm Beach Gardens, FL",
        "firm_count": 51
      },
      {
        "path": "/advisors/fl/miami/fort-lauderdale",
        "label": "Financial advisors in Fort Lauderdale, FL",
        "firm_count": 47
      },
      {
        "path": "/advisors/fl/miami/palm-beach",
        "label": "Financial advisors in Palm Beach, FL",
        "firm_count": 28
      },
      {
        "path": "/advisors/fl/miami/jupiter",
        "label": "Financial advisors in Jupiter, FL",
        "firm_count": 26
      },
      {
        "path": "/advisors/fl/miami/aventura",
        "label": "Financial advisors in Aventura, FL",
        "firm_count": 24
      },
      {
        "path": "/advisors/fl/miami/delray-beach",
        "label": "Financial advisors in Delray Beach, FL",
        "firm_count": 16
      },
      {
        "path": "/advisors/fl/miami/plantation",
        "label": "Financial advisors in Plantation, FL",
        "firm_count": 14
      },
      {
        "path": "/advisors/fl/miami/ft-lauderdale",
        "label": "Financial advisors in Ft. Lauderdale, FL",
        "firm_count": 13
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/fl/miami/fee-only",
        "label": "Fee-only financial advisors in Miami, FL",
        "firm_count": 178
      },
      {
        "path": "/advisors/fl/miami/hourly",
        "label": "Hourly financial advisors in Miami, FL",
        "firm_count": 221
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/fl/miami/for-high-net-worth-individuals",
        "firm_count": 479,
        "label": "Financial advisors for high-net-worth individuals in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/for-retirement-plans",
        "firm_count": 150,
        "label": "Financial advisors for retirement plans in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/for-businesses",
        "firm_count": 258,
        "label": "Financial advisors for businesses in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/for-charities",
        "firm_count": 144,
        "label": "Financial advisors for charitable organizations in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/no-account-minimum",
        "firm_count": 47,
        "label": "Financial advisors with no account minimum in Miami, FL"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/fl/miami/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/families-with-special-needs",
        "firm_count": 1,
        "label": "Financial advisors for families with special needs in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/real-estate-investors",
        "firm_count": 1,
        "label": "Financial advisors for real estate investors in Miami, FL"
      }
    ],
    "state_fee": {
      "path": "/advisors/fl/flat-fee",
      "label": "Flat-fee financial advisors in Florida"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}