# 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/page/2

## 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 2 of 3, 51 to 100 of 144, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Exodus Wealth, LLC](https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328) ([md](https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328.md)) | 174328 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, 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 |
| [Fendz Asset Management, Inc.](https://advisorcensus.com/firm/fendz-asset-management-inc-coral-gables-fl-144629) ([md](https://advisorcensus.com/firm/fendz-asset-management-inc-coral-gables-fl-144629.md)) | 144629 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 19 | % of assets, Other |
| [Fiduciary Family Office, LLC](https://advisorcensus.com/firm/fiduciary-family-office-llc-boca-raton-fl-326990) ([md](https://advisorcensus.com/firm/fiduciary-family-office-llc-boca-raton-fl-326990.md)) | 326990 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [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 |
| [Fiori Financial Group](https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641) ([md](https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641.md)) | 318641 | Fort Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [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 |
| [Florida Atlantic Securities Corp.](https://advisorcensus.com/firm/florida-atlantic-securities-corp-miami-fl-43272) ([md](https://advisorcensus.com/firm/florida-atlantic-securities-corp-miami-fl-43272.md)) | 43272 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Performance fee, Other |
| [Fusco Financial Services Inc](https://advisorcensus.com/firm/fusco-financial-services-inc-wilton-manors-fl-106841) ([md](https://advisorcensus.com/firm/fusco-financial-services-inc-wilton-manors-fl-106841.md)) | 106841 | Wilton Manors, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [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 |
| [Genesis Wealth Management, Inc.](https://advisorcensus.com/firm/genesis-wealth-management-inc-coral-gables-fl-157441) ([md](https://advisorcensus.com/firm/genesis-wealth-management-inc-coral-gables-fl-157441.md)) | 157441 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Gladstone Wealth Partners](https://advisorcensus.com/firm/gladstone-wealth-partners-palm-beach-gardens-fl-250787) ([md](https://advisorcensus.com/firm/gladstone-wealth-partners-palm-beach-gardens-fl-250787.md)) | 250787 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Fixed fee |
| [Global Trust Wealth Management LLC](https://advisorcensus.com/firm/global-trust-wealth-management-llc-west-palm-beach-fl-333458) ([md](https://advisorcensus.com/firm/global-trust-wealth-management-llc-west-palm-beach-fl-333458.md)) | 333458 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [GOI](https://advisorcensus.com/firm/goi-miami-fl-319494) ([md](https://advisorcensus.com/firm/goi-miami-fl-319494.md)) | 319494 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [GQG Partners](https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720) ([md](https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720.md)) | 283720 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [Guardant Wealth Advisors LLC](https://advisorcensus.com/firm/guardant-wealth-advisors-llc-miami-fl-331392) ([md](https://advisorcensus.com/firm/guardant-wealth-advisors-llc-miami-fl-331392.md)) | 331392 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Guerra Wealth Advisors](https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409) ([md](https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409.md)) | 282409 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Guiry Capital Management, LLC](https://advisorcensus.com/firm/guiry-capital-management-llc-palm-beach-gardens-fl-122056) ([md](https://advisorcensus.com/firm/guiry-capital-management-llc-palm-beach-gardens-fl-122056.md)) | 122056 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [Harvey Capital Management Inc](https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224) ([md](https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224.md)) | 106224 | Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets |
| [Heritage Investment Group, Inc.](https://advisorcensus.com/firm/heritage-investment-group-inc-pompano-beach-fl-113204) ([md](https://advisorcensus.com/firm/heritage-investment-group-inc-pompano-beach-fl-113204.md)) | 113204 | Pompano Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets |
| [Hood River Capital Management LLC](https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089) ([md](https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089.md)) | 166089 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee |
| [Horowitz & Company, Inc.](https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737) ([md](https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737.md)) | 106737 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Hudson Value Partners, LLC](https://advisorcensus.com/firm/hudson-value-partners-llc-palm-beach-fl-301325) ([md](https://advisorcensus.com/firm/hudson-value-partners-llc-palm-beach-fl-301325.md)) | 301325 | Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [III Capital Management](https://advisorcensus.com/firm/iii-capital-management-boca-raton-fl-113539) ([md](https://advisorcensus.com/firm/iii-capital-management-boca-raton-fl-113539.md)) | 113539 | Boca Raton, FL | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee, Other |
| [Inlet Private Wealth, LLC](https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154) ([md](https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154.md)) | 297154 | Jupiter, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [Insigneo Advisory Services, LLC](https://advisorcensus.com/firm/insigneo-advisory-services-llc-miami-fl-282589) ([md](https://advisorcensus.com/firm/insigneo-advisory-services-llc-miami-fl-282589.md)) | 282589 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee, Other |
| [Integrated Retirement Advisors, LLC](https://advisorcensus.com/firm/integrated-retirement-advisors-llc-west-palm-beach-fl-300013) ([md](https://advisorcensus.com/firm/integrated-retirement-advisors-llc-west-palm-beach-fl-300013.md)) | 300013 | West Palm Beach, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Invenio Wealth Partners, LLC](https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039) ([md](https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039.md)) | 323039 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Inveris US LLC](https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003) ([md](https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003.md)) | 310003 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Kanen Wealth Management LLC](https://advisorcensus.com/firm/kanen-wealth-management-llc-coconut-creek-fl-282746) ([md](https://advisorcensus.com/firm/kanen-wealth-management-llc-coconut-creek-fl-282746.md)) | 282746 | Coconut Creek, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Kaufman Rossin Wealth, LLC](https://advisorcensus.com/firm/kaufman-rossin-wealth-llc-miami-fl-301921) ([md](https://advisorcensus.com/firm/kaufman-rossin-wealth-llc-miami-fl-301921.md)) | 301921 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly |
| [Keating Investment Counselors Inc](https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134) ([md](https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134.md)) | 110134 | Delray Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Hourly |
| [Khelp Financial LLC](https://advisorcensus.com/firm/khelp-financial-llc-delray-beach-fl-316301) ([md](https://advisorcensus.com/firm/khelp-financial-llc-delray-beach-fl-316301.md)) | 316301 | Delray Beach, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Kirtland Financial Management, Inc.](https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138) ([md](https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138.md)) | 131138 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly |
| [Klocke Capital Group, LLC](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160) ([md](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160.md)) | 156160 | Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Krusen Capital Management, LLC](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754) ([md](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754.md)) | 150754 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Landing Financial Group, Inc.](https://advisorcensus.com/firm/landing-financial-group-inc-north-palm-beach-fl-321112) ([md](https://advisorcensus.com/firm/landing-financial-group-inc-north-palm-beach-fl-321112.md)) | 321112 | North Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [LAS Olas Capital Wealth LLC](https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641) ([md](https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641.md)) | 340641 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117.md)) | 326117 | North Miami Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Lion Capital Advisors LLC](https://advisorcensus.com/firm/lion-capital-advisors-llc-miami-fl-305440) ([md](https://advisorcensus.com/firm/lion-capital-advisors-llc-miami-fl-305440.md)) | 305440 | Miami, FL | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Loop Capital Asset Management](https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280) ([md](https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280.md)) | 149280 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee |
| [MAR Wealth Management Services, LLC](https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335) ([md](https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335.md)) | 167335 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Mariaca Wealth Management, LLC](https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001) ([md](https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001.md)) | 164001 | Wellington, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Martin Investment Management, LLC](https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381) ([md](https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381.md)) | 105381 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Hourly, Fixed fee, Performance fee |
| [Materetsky Financial Group](https://advisorcensus.com/firm/materetsky-financial-group-boynton-beach-fl-292353) ([md](https://advisorcensus.com/firm/materetsky-financial-group-boynton-beach-fl-292353.md)) | 292353 | Boynton Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [MG&A Wealth](https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866) ([md](https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866.md)) | 284866 | Plantation, FL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [MMBG Investment Advisors Co.](https://advisorcensus.com/firm/mmbg-investment-advisors-co-miami-fl-285263) ([md](https://advisorcensus.com/firm/mmbg-investment-advisors-co-miami-fl-285263.md)) | 285263 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |

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## 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.