# Financial advisors for charitable organizations in Miami, FL

> 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.

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

## At a glance

- Investment advisory firms: 144
- Registration: SEC-registered investment adviser: 116, State-registered investment adviser: 28
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 43 (30%); Percentage of assets 142 (99%); Hourly charges 59 (41%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 80 (56%); Commissions 7 (5%); Performance-based fees 35 (24%); Other 20 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 15 (10%); $25 million to $100 million 12 (8%); $100 million to $500 million 47 (33%); $500 million to $1 billion 29 (20%); $1 billion to $5 billion 21 (15%); Over $5 billion 17 (12%); Not reported 3 (2%)
- Years registered: Under 5 years 47 (33%); 5 to 9 years 33 (23%); 10 to 19 years 32 (22%); 20 years or more 32 (22%)

## Firms (page 1 of 3, 1 to 50 of 144, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1 Main Capital Management, LLC](https://advisorcensus.com/firm/1-main-capital-management-llc-aventura-fl-328626) ([md](https://advisorcensus.com/firm/1-main-capital-management-llc-aventura-fl-328626.md)) | 328626 | Aventura, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [1650 Wealth Management, LLC](https://advisorcensus.com/firm/1650-wealth-management-llc-lighthouse-point-fl-152985) ([md](https://advisorcensus.com/firm/1650-wealth-management-llc-lighthouse-point-fl-152985.md)) | 152985 | Lighthouse Point, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [1st Discount Brokerage, Inc.](https://advisorcensus.com/firm/1st-discount-brokerage-inc-lake-worth-fl-39164) ([md](https://advisorcensus.com/firm/1st-discount-brokerage-inc-lake-worth-fl-39164.md)) | 39164 | Lake Worth, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [A&M Private Wealth Partners, LLC](https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478) ([md](https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478.md)) | 331478 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Acasta Partners US LLC](https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005) ([md](https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005.md)) | 335005 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Advantage Investing, Inc.](https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059) ([md](https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059.md)) | 116059 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Agnello Financial Group, Inc.](https://advisorcensus.com/firm/agnello-financial-group-inc-west-palm-beach-fl-141522) ([md](https://advisorcensus.com/firm/agnello-financial-group-inc-west-palm-beach-fl-141522.md)) | 141522 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Alhambra Investment Management LLC](https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537) ([md](https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537.md)) | 138537 | Palmetto Bay, FL | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Alti Wealth Management (US International), Inc.](https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104) ([md](https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104.md)) | 152104 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Amerant Investments, Inc.](https://advisorcensus.com/firm/amerant-investments-inc-coral-gables-fl-117284) ([md](https://advisorcensus.com/firm/amerant-investments-inc-coral-gables-fl-117284.md)) | 117284 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets |
| [Anchor Wealth Management Group LLC](https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286) ([md](https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286.md)) | 329286 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Archpoint Investors](https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807) ([md](https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807.md)) | 151807 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Arga Investment Management, LP](https://advisorcensus.com/firm/arga-investment-management-lp-miami-fl-153665) ([md](https://advisorcensus.com/firm/arga-investment-management-lp-miami-fl-153665.md)) | 153665 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Asset Planning Corporation](https://advisorcensus.com/firm/asset-planning-corporation-w-palm-beach-fl-126242) ([md](https://advisorcensus.com/firm/asset-planning-corporation-w-palm-beach-fl-126242.md)) | 126242 | W. Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Atlantic Family Wealth, LLC](https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062) ([md](https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062.md)) | 171062 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Atticus Wealth Management](https://advisorcensus.com/firm/atticus-wealth-management-palm-beach-gardens-fl-296949) ([md](https://advisorcensus.com/firm/atticus-wealth-management-palm-beach-gardens-fl-296949.md)) | 296949 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Azimut Investment Advisors LLC](https://advisorcensus.com/firm/azimut-investment-advisors-llc-miami-fl-134626) ([md](https://advisorcensus.com/firm/azimut-investment-advisors-llc-miami-fl-134626.md)) | 134626 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee, Performance fee |
| [Azzendo Wealth Advisors](https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919) ([md](https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919.md)) | 145919 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Baron Silver Stevens Financial Advisors, LLC](https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767) ([md](https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767.md)) | 126767 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Benchmark Financial Wealth Advisors LLC](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966) ([md](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966.md)) | 287966 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [Blue Ocean Capital](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833) ([md](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833.md)) | 107833 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [Boca Wealth Advisors](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038) ([md](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038.md)) | 108038 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Fixed fee |
| [Camerondowning, Inc.](https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258) ([md](https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258.md)) | 172258 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Carl Domino Inc.](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528) ([md](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528.md)) | 131528 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Caruso and Company, P.A., Certified Public Accountants](https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685) ([md](https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685.md)) | 142685 | Deerfield Beach, FL | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Castle Wealth Management](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364) ([md](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364.md)) | 118364 | Boynton Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [Ceeto Capital Group, LLC](https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538) ([md](https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538.md)) | 286538 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [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 |
| [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 |
| [Comprehensive Wealth Solutions, LLC](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324) ([md](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324.md)) | 131324 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % 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 |
| [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 |
| [Creand Management](https://advisorcensus.com/firm/creand-management-miami-fl-154894) ([md](https://advisorcensus.com/firm/creand-management-miami-fl-154894.md)) | 154894 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Performance fee, 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 |
| [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 |
| [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 |
| [Dock Street Asset Management Inc](https://advisorcensus.com/firm/dock-street-asset-management-inc-palm-beach-fl-111163) ([md](https://advisorcensus.com/firm/dock-street-asset-management-inc-palm-beach-fl-111163.md)) | 111163 | Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets |
| [Doma Perpetual Capital Management LLC](https://advisorcensus.com/firm/doma-perpetual-capital-management-llc-miami-fl-321046) ([md](https://advisorcensus.com/firm/doma-perpetual-capital-management-llc-miami-fl-321046.md)) | 321046 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Downtown Wealth Studios, LLC](https://advisorcensus.com/firm/downtown-wealth-studios-llc-miami-fl-325213) ([md](https://advisorcensus.com/firm/downtown-wealth-studios-llc-miami-fl-325213.md)) | 325213 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 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 |
| [Dudley & Shanley, Inc.](https://advisorcensus.com/firm/dudley-and-shanley-inc-palm-beach-fl-157515) ([md](https://advisorcensus.com/firm/dudley-and-shanley-inc-palm-beach-fl-157515.md)) | 157515 | Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Fixed 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 |
| [EIN SOF Advisors, LLC](https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982) ([md](https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982.md)) | 314982 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |

- Next page: https://advisorcensus.com/advisors/fl/miami/for-charities/page/2.md

## Questions people ask

**Which financial advisors in Miami, FL work with charitable organizations?**
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.

**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.

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- [Financial advisors in Jupiter, FL](https://advisorcensus.com/advisors/fl/miami/jupiter) (https://advisorcensus.com/advisors/fl/miami/jupiter.md)
- [Financial advisors in Aventura, FL](https://advisorcensus.com/advisors/fl/miami/aventura) (https://advisorcensus.com/advisors/fl/miami/aventura.md)
- [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 charitable organizations in Miami, FL: 144 firms from Form ADV filings as of October 2026.