{ "path": "/advisors/fl/miami/for-charities", "url": "https://advisorcensus.com/advisors/fl/miami/for-charities", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Miami, FL", "filters": {}, "scope_total": 144, "faq": [ { "q": "Which financial advisors in Miami, FL work with charitable organizations?", "a": "144 investment advisory firms with a principal office in the Miami metro area report charitable organizations 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." }, { "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 144 investment advisory firms with a principal office in the Miami metro area that report charitable organizations 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.", "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. Financial advisors for charitable organizations in Miami, FL: 144 firms from Form ADV filings as of October 2026.", "total_firms": 144, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 116, "state": 28, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 43 }, { "code": "percentage_of_aum", "count": 142 }, { "code": "hourly", "count": 59 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 80 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 35 }, { "code": "other", "count": 20 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 47 }, { "code": "5_to_9", "count": 33 }, { "code": "10_to_19", "count": 32 }, { "code": "20_plus", "count": 32 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 15 }, { "code": "25m_100m", "count": 12 }, { "code": "100m_500m", "count": 47 }, { "code": "500m_1b", "count": 29 }, { "code": "1b_5b", "count": 21 }, { "code": "over_5b", "count": 17 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 328626, "name": "1 Main Capital Management, LLC", "name_as_filed": "1 MAIN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1-main-capital-management-llc-aventura-fl-328626", "city": "Aventura", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152985, "name": "1650 Wealth Management, LLC", "name_as_filed": "1650 WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1650-wealth-management-llc-lighthouse-point-fl-152985", "city": "Lighthouse Point", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 335005, "name": "Acasta Partners US LLC", "name_as_filed": "ACASTA PARTNERS US LLC", "url": "https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116059, "name": "Advantage Investing, Inc.", "name_as_filed": "ADVANTAGE INVESTING, INC.", "url": "https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 117284, "name": "Amerant Investments, Inc.", "name_as_filed": "AMERANT INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/amerant-investments-inc-coral-gables-fl-117284", "city": "Coral Gables", "state": "FL", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "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": 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": 153665, "name": "Arga Investment Management, LP", "name_as_filed": "ARGA INVESTMENT MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/arga-investment-management-lp-miami-fl-153665", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 171062, "name": "Atlantic Family Wealth, LLC", "name_as_filed": "ATLANTIC FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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": 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": 287966, "name": "Benchmark Financial Wealth Advisors LLC", "name_as_filed": "BENCHMARK FINANCIAL WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 107833, "name": "Blue Ocean Capital", "name_as_filed": "BLUE OCEAN CAPITAL", "url": "https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833", "city": "West Palm Beach", "state": "FL", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108038, "name": "Boca Wealth Advisors", "name_as_filed": "BOCA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038", "city": "Boca Raton", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172258, "name": "Camerondowning, Inc.", "name_as_filed": "CAMERONDOWNING, INC.", "url": "https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258", "city": "Miami", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 131528, "name": "Carl Domino Inc.", "name_as_filed": "CARL DOMINO INC.", "url": "https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528", "city": "West Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142685, "name": "Caruso and Company, P.A., Certified Public Accountants", "name_as_filed": "CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS", "url": "https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685", "city": "Deerfield Beach", "state": "FL", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118364, "name": "Castle Wealth Management", "name_as_filed": "CASTLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364", "city": "Boynton Beach", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286538, "name": "Ceeto Capital Group, LLC", "name_as_filed": "CEETO CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290893, "name": "Channing Global Advisors, LLC", "name_as_filed": "CHANNING GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893", "city": "Fort Lauderdale", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317663, "name": "Cibest Capital Advisory Services LLC", "name_as_filed": "CIBEST CAPITAL ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/cibest-capital-advisory-services-llc-miami-fl-317663", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109368, "name": "Community Capital Management, LLC", "name_as_filed": "COMMUNITY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368", "city": "Fort Lauderdale", "state": "FL", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 131324, "name": "Comprehensive Wealth Solutions, LLC", "name_as_filed": "COMPREHENSIVE WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324", "city": "Boca Raton", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307727, "name": "Conscientia Family Office, LLC", "name_as_filed": "CONSCIENTIA FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148472, "name": "Convergence Investment Partners, LLC", "name_as_filed": "CONVERGENCE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162870, "name": "Core Wealth Management, Inc.", "name_as_filed": "CORE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870", "city": "Jupiter", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319448, "name": "Corient", "name_as_filed": "CORIENT", "url": "https://advisorcensus.com/firm/corient-miami-fl-319448", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 332189, "name": "Corrales & Co.", "name_as_filed": "CORRALES & CO.", "url": "https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337475, "name": "Cougar Mutual Company Inc", "name_as_filed": "COUGAR MUTUAL COMPANY INC", "url": "https://advisorcensus.com/firm/cougar-mutual-company-inc-cooper-city-fl-337475", "city": "Cooper City", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 154894, "name": "Creand Management", "name_as_filed": "CREAND MANAGEMENT", "url": "https://advisorcensus.com/firm/creand-management-miami-fl-154894", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 130729, "name": "CS Advisors Inc.", "name_as_filed": "CS ADVISORS INC.", "url": "https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164817, "name": "CV Advisors LLC", "name_as_filed": "CV ADVISORS LLC", "url": "https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817", "city": "Aventura", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297987, "name": "Dakota Wealth, LLC", "name_as_filed": "DAKOTA WEALTH, LLC", "url": "https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987", "city": "Palm 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"DOCK STREET ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/dock-street-asset-management-inc-palm-beach-fl-111163", "city": "Palm Beach", "state": "FL", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321046, "name": "Doma Perpetual Capital Management LLC", "name_as_filed": "DOMA PERPETUAL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/doma-perpetual-capital-management-llc-miami-fl-321046", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325213, "name": "Downtown Wealth Studios, LLC", "name_as_filed": "DOWNTOWN WEALTH STUDIOS, LLC", "url": "https://advisorcensus.com/firm/downtown-wealth-studios-llc-miami-fl-325213", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", 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