# Financial advisors for businesses in Miami, FL

> AdvisorCensus lists 258 investment advisory firms with a principal office in the Miami metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/for-businesses/page/2

## At a glance

- Investment advisory firms: 258
- Registration: SEC-registered investment adviser: 192, State-registered investment adviser: 66
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 56 (22%); Percentage of assets 252 (98%); Hourly charges 89 (34%); Subscription fees (newsletter or periodical) 4 (2%); Fixed fees 128 (50%); Commissions 5 (2%); Performance-based fees 76 (29%); Other 50 (19%)
- Regulatory assets under management (Item 5.F): Under $25 million 29 (11%); $25 million to $100 million 35 (14%); $100 million to $500 million 108 (42%); $500 million to $1 billion 23 (9%); $1 billion to $5 billion 35 (14%); Over $5 billion 25 (10%); Not reported 3 (1%)
- Years registered: Under 5 years 104 (40%); 5 to 9 years 61 (24%); 10 to 19 years 58 (22%); 20 years or more 35 (14%)

## Firms (page 2 of 6, 51 to 100 of 258, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Cayside Partners](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090) ([md](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090.md)) | 306090 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [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 |
| [Certuity, LLC](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505) ([md](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505.md)) | 129505 | North Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Performance 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 |
| [Cibest Capital Advisory Services LLC](https://advisorcensus.com/firm/cibest-capital-advisory-services-llc-miami-fl-317663) ([md](https://advisorcensus.com/firm/cibest-capital-advisory-services-llc-miami-fl-317663.md)) | 317663 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Cifc Asset Management LLC](https://advisorcensus.com/firm/cifc-asset-management-llc-miami-fl-159172) ([md](https://advisorcensus.com/firm/cifc-asset-management-llc-miami-fl-159172.md)) | 159172 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Community Capital Management, LLC](https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368) ([md](https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368.md)) | 109368 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Other |
| [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 |
| [Conscientia Family Office, LLC](https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727) ([md](https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727.md)) | 307727 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Performance fee |
| [Contrast Capital Management, LLC](https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534) ([md](https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534.md)) | 163534 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Performance 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 |
| [Corient](https://advisorcensus.com/firm/corient-miami-fl-319448) ([md](https://advisorcensus.com/firm/corient-miami-fl-319448.md)) | 319448 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee, Other |
| [Corrales & Co.](https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189) ([md](https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189.md)) | 332189 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Cougar Mutual Company Inc](https://advisorcensus.com/firm/cougar-mutual-company-inc-cooper-city-fl-337475) ([md](https://advisorcensus.com/firm/cougar-mutual-company-inc-cooper-city-fl-337475.md)) | 337475 | Cooper City, FL | State-registered investment adviser | Not reported | 0 | Hourly |
| [Credicorp Capital Advisors LLC](https://advisorcensus.com/firm/credicorp-capital-advisors-llc-miami-fl-290081) ([md](https://advisorcensus.com/firm/credicorp-capital-advisors-llc-miami-fl-290081.md)) | 290081 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Other |
| [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 |
| [CV Advisors LLC](https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817) ([md](https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817.md)) | 164817 | Aventura, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, 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 |
| [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 |
| [Dara Capital US, Inc.](https://advisorcensus.com/firm/dara-capital-us-inc-miami-fl-153544) ([md](https://advisorcensus.com/firm/dara-capital-us-inc-miami-fl-153544.md)) | 153544 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Deerpath Capital Management, LP](https://advisorcensus.com/firm/deerpath-capital-management-lp-fort-lauderdale-fl-160791) ([md](https://advisorcensus.com/firm/deerpath-capital-management-lp-fort-lauderdale-fl-160791.md)) | 160791 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Dhody Investment Group](https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610) ([md](https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610.md)) | 318610 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Digital Bridge Advisors, LLC](https://advisorcensus.com/firm/digital-bridge-advisors-llc-boca-raton-fl-291394) ([md](https://advisorcensus.com/firm/digital-bridge-advisors-llc-boca-raton-fl-291394.md)) | 291394 | Boca Raton, FL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Dimension Capital Management LLC](https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380) ([md](https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380.md)) | 109380 | Coral Gables, FL | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee, Performance fee |
| [Divergent Capital Asset Management LLC](https://advisorcensus.com/firm/divergent-capital-asset-management-llc-palm-beach-gardens-fl-324549) ([md](https://advisorcensus.com/firm/divergent-capital-asset-management-llc-palm-beach-gardens-fl-324549.md)) | 324549 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [DSM Capital Partners](https://advisorcensus.com/firm/dsm-capital-partners-palm-beach-gardens-fl-113609) ([md](https://advisorcensus.com/firm/dsm-capital-partners-palm-beach-gardens-fl-113609.md)) | 113609 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee |
| [EFG Private Wealth Management (Americas) Corp.](https://advisorcensus.com/firm/efg-private-wealth-management-americas-corp-miami-fl-158905) ([md](https://advisorcensus.com/firm/efg-private-wealth-management-americas-corp-miami-fl-158905.md)) | 158905 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Ekanta Wealth Advisors LLC](https://advisorcensus.com/firm/ekanta-wealth-advisors-llc-coconut-grove-fl-282031) ([md](https://advisorcensus.com/firm/ekanta-wealth-advisors-llc-coconut-grove-fl-282031.md)) | 282031 | Coconut Grove, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Entelevest, LLC](https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115) ([md](https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115.md)) | 318115 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Envision Asset Management, Inc.](https://advisorcensus.com/firm/envision-asset-management-inc-plantation-fl-148451) ([md](https://advisorcensus.com/firm/envision-asset-management-inc-plantation-fl-148451.md)) | 148451 | Plantation, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Subscription, Fixed fee |
| [Epic Advisory Services Corp](https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526) ([md](https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526.md)) | 176526 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Evensky & KATZ/FOLDES Wealth Management](https://advisorcensus.com/firm/evensky-and-katz-foldes-wealth-management-coral-gables-fl-109698) ([md](https://advisorcensus.com/firm/evensky-and-katz-foldes-wealth-management-coral-gables-fl-109698.md)) | 109698 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Everest Financial Advisors, LLC](https://advisorcensus.com/firm/everest-financial-advisors-llc-cooper-city-fl-152866) ([md](https://advisorcensus.com/firm/everest-financial-advisors-llc-cooper-city-fl-152866.md)) | 152866 | Cooper City, FL | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [Evolution Wealth Advisors, LLC](https://advisorcensus.com/firm/evolution-wealth-advisors-llc-aventura-fl-285142) ([md](https://advisorcensus.com/firm/evolution-wealth-advisors-llc-aventura-fl-285142.md)) | 285142 | Aventura, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Expat Financial Solutions](https://advisorcensus.com/firm/expat-financial-solutions-miami-beach-fl-170747) ([md](https://advisorcensus.com/firm/expat-financial-solutions-miami-beach-fl-170747.md)) | 170747 | Miami Beach, FL | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [F&V Capital Management, L.L.C.](https://advisorcensus.com/firm/f-and-v-capital-management-l-l-c-boca-raton-fl-146399) ([md](https://advisorcensus.com/firm/f-and-v-capital-management-l-l-c-boca-raton-fl-146399.md)) | 146399 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee |
| [Fairholme Capital Management, L.L.C.](https://advisorcensus.com/firm/fairholme-capital-management-l-l-c-south-miami-fl-107987) ([md](https://advisorcensus.com/firm/fairholme-capital-management-l-l-c-south-miami-fl-107987.md)) | 107987 | South Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets |
| [FDI Wealth Management, LLC](https://advisorcensus.com/firm/fdi-wealth-management-llc-miami-fl-292050) ([md](https://advisorcensus.com/firm/fdi-wealth-management-llc-miami-fl-292050.md)) | 292050 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Finaccess Advisors LLC](https://advisorcensus.com/firm/finaccess-advisors-llc-miami-fl-150697) ([md](https://advisorcensus.com/firm/finaccess-advisors-llc-miami-fl-150697.md)) | 150697 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Other |
| [Financial Connection, Inc](https://advisorcensus.com/firm/financial-connection-inc-boca-raton-fl-120191) ([md](https://advisorcensus.com/firm/financial-connection-inc-boca-raton-fl-120191.md)) | 120191 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Financial Designs Wealth Management](https://advisorcensus.com/firm/financial-designs-wealth-management-miami-fl-314520) ([md](https://advisorcensus.com/firm/financial-designs-wealth-management-miami-fl-314520.md)) | 314520 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Financial Trust Asset Management Chartered](https://advisorcensus.com/firm/financial-trust-asset-management-chartered-boca-raton-fl-108998) ([md](https://advisorcensus.com/firm/financial-trust-asset-management-chartered-boca-raton-fl-108998.md)) | 108998 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Firestone Capital Management Inc](https://advisorcensus.com/firm/firestone-capital-management-inc-south-miami-fl-106366) ([md](https://advisorcensus.com/firm/firestone-capital-management-inc-south-miami-fl-106366.md)) | 106366 | South Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Hourly, Fixed fee |
| [Fivenca Asset Management](https://advisorcensus.com/firm/fivenca-asset-management-miami-fl-288527) ([md](https://advisorcensus.com/firm/fivenca-asset-management-miami-fl-288527.md)) | 288527 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Flagstick Capital Partners LLC](https://advisorcensus.com/firm/flagstick-capital-partners-llc-north-miami-fl-341091) ([md](https://advisorcensus.com/firm/flagstick-capital-partners-llc-north-miami-fl-341091.md)) | 341091 | North Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Fortuna Investors LLC](https://advisorcensus.com/firm/fortuna-investors-llc-jupiter-fl-175072) ([md](https://advisorcensus.com/firm/fortuna-investors-llc-jupiter-fl-175072.md)) | 175072 | Jupiter, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Fresh Bread Investments, LLC](https://advisorcensus.com/firm/fresh-bread-investments-llc-weston-fl-319251) ([md](https://advisorcensus.com/firm/fresh-bread-investments-llc-weston-fl-319251.md)) | 319251 | Weston, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Other |
| [Futura Asset Advisors LLC](https://advisorcensus.com/firm/futura-asset-advisors-llc-coral-gables-fl-136285) ([md](https://advisorcensus.com/firm/futura-asset-advisors-llc-coral-gables-fl-136285.md)) | 136285 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Gables Capital Management, Inc.](https://advisorcensus.com/firm/gables-capital-management-inc-miami-fl-109608) ([md](https://advisorcensus.com/firm/gables-capital-management-inc-miami-fl-109608.md)) | 109608 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Performance fee |

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## Questions people ask

**Which financial advisors in Miami, FL work with businesses?**
258 investment advisory firms with a principal office in the Miami metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md)
- [Fee-only financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami/fee-only) (https://advisorcensus.com/advisors/fl/miami/fee-only.md)
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- [Financial advisors in Fort Lauderdale, FL](https://advisorcensus.com/advisors/fl/miami/fort-lauderdale) (https://advisorcensus.com/advisors/fl/miami/fort-lauderdale.md)
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- [Financial advisors in Delray Beach, FL](https://advisorcensus.com/advisors/fl/miami/delray-beach) (https://advisorcensus.com/advisors/fl/miami/delray-beach.md)
- [Financial advisors in Plantation, FL](https://advisorcensus.com/advisors/fl/miami/plantation) (https://advisorcensus.com/advisors/fl/miami/plantation.md)
- [Financial advisors in Ft. Lauderdale, FL](https://advisorcensus.com/advisors/fl/miami/ft-lauderdale) (https://advisorcensus.com/advisors/fl/miami/ft-lauderdale.md)
- [Financial advisors in Tampa](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [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. Financial advisors for businesses in Miami, FL: 258 firms from Form ADV filings as of October 2026.