{ "path": "/advisors/fl/miami/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/fl/miami/for-high-net-worth-individuals/page/2", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Miami, FL", "filters": {}, "scope_total": 479, "faq": [ { "q": "Which financial advisors in Miami, FL work with high-net-worth individuals?", "a": "479 investment advisory firms with a principal office in the Miami metro area report high-net-worth individuals 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 479 investment advisory firms with a principal office in the Miami metro area that report high-net-worth individuals 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 high-net-worth individuals in Miami, FL: 479 firms from Form ADV filings as of October 2026.", "total_firms": 479, "page": 2, "total_pages": 10, "sort": "name", "registration_types": { "sec": 307, "state": 172, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 128 }, { "code": "percentage_of_aum", "count": 470 }, { "code": "hourly", "count": 171 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 257 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 102 }, { "code": "other", "count": 79 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 181 }, { "code": "5_to_9", "count": 127 }, { "code": "10_to_19", "count": 112 }, { "code": "20_plus", "count": 59 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 75 }, { "code": "25m_100m", "count": 93 }, { "code": "100m_500m", "count": 184 }, { "code": "500m_1b", "count": 53 }, { "code": "1b_5b", "count": 51 }, { "code": "over_5b", "count": 17 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 332630, "name": "Aventura Private Wealth, LLC", "name_as_filed": "AVENTURA PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630", "city": "Aventura", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 284812, "name": "Avory & Co.", "name_as_filed": "AVORY & CO.", "url": "https://advisorcensus.com/firm/avory-and-co-miami-fl-284812", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340858, "name": "Axxets WM", "name_as_filed": "AXXETS WM", "url": "https://advisorcensus.com/firm/axxets-wm-aventura-fl-340858", "city": "Aventura", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 134626, "name": "Azimut Investment Advisors LLC", "name_as_filed": "AZIMUT INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/azimut-investment-advisors-llc-miami-fl-134626", "city": "Miami", "state": "FL", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 139610, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610", "city": "Hollywood", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145919, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323539, "name": "B1 Financial", "name_as_filed": "B1 FINANCIAL", "url": "https://advisorcensus.com/firm/b1-financial-aventura-fl-323539", "city": "Aventura", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323286, "name": "BAF Advisors Corp", "name_as_filed": "BAF ADVISORS CORP", "url": "https://advisorcensus.com/firm/baf-advisors-corp-miami-fl-323286", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322263, "name": "Balanz", "name_as_filed": "BALANZ", "url": "https://advisorcensus.com/firm/balanz-coral-gables-fl-322263", "city": "Coral Gables", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325521, "name": "Bancaribe Capital", "name_as_filed": "BANCARIBE CAPITAL", "url": "https://advisorcensus.com/firm/bancaribe-capital-miami-fl-325521", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306387, "name": "Bankshop, LLC", "name_as_filed": "BANKSHOP, LLC", "url": "https://advisorcensus.com/firm/bankshop-llc-miami-fl-306387", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159113, "name": "Barnett Capital Advisors LLC", "name_as_filed": "BARNETT CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/barnett-capital-advisors-llc-miami-fl-159113", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 126767, "name": "Baron Silver Stevens Financial Advisors, LLC", "name_as_filed": "BARON SILVER STEVENS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767", "city": "Boca Raton", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 330695, "name": "Bassam Wealth Management, LLC", "name_as_filed": "BASSAM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bassam-wealth-management-llc-palm-beach-fl-330695", "city": "Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144191, "name": "Bayshore Wealth Advisors", "name_as_filed": "BAYSHORE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191", "city": "Coral Gables", "state": "FL", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327326, "name": "Bbva Global Wealth Advisors, Inc.", "name_as_filed": "BBVA GLOBAL WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168047, "name": "BCI Securities, Inc.", "name_as_filed": "BCI SECURITIES, INC.", "url": "https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284115, "name": "Be More Advisors, LLC", "name_as_filed": "BE MORE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115", "city": "Hallandale Beach", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "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": 241793, "name": "BFA Wealth Management", "name_as_filed": "BFA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287825, "name": "BG Advisors", "name_as_filed": "BG ADVISORS", "url": "https://advisorcensus.com/firm/bg-advisors-miami-fl-287825", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324511, "name": "BGV Financial Advisors", "name_as_filed": "BGV FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/bgv-financial-advisors-miami-fl-324511", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323979, "name": "Bice Wealth Management LLC", "name_as_filed": "BICE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146511, "name": "Bigsur Partners, LLC", "name_as_filed": "BIGSUR PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bigsur-partners-llc-miami-fl-146511", "city": "Miami", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 323102, "name": "Bishop Capital Advisors LLC", "name_as_filed": "BISHOP CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102", "city": "Boca Raton", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 315289, "name": "Black Toro LLC", "name_as_filed": "BLACK TORO LLC", "url": "https://advisorcensus.com/firm/black-toro-llc-miami-fl-315289", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 277085, "name": "Blackridge Asset Management, LLC", "name_as_filed": "BLACKRIDGE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085", "city": "Jupiter", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329245, "name": "Blue Infinitas Capital, LLC", "name_as_filed": "BLUE INFINITAS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297188, "name": "Blue Line Capital Advisors", "name_as_filed": "BLUE LINE CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 300405, "name": "Bluereef Capital", "name_as_filed": "BLUEREEF CAPITAL", "url": "https://advisorcensus.com/firm/bluereef-capital-miami-fl-300405", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310891, "name": "BMH Capital Management LLC", "name_as_filed": "BMH CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bmh-capital-management-llc-miramar-fl-310891", "city": "Miramar", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 148710, "name": "Bondwire", "name_as_filed": "BONDWIRE", "url": "https://advisorcensus.com/firm/bondwire-weston-fl-148710", "city": "Weston", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 134416, "name": "Bradesco Global Advisors", "name_as_filed": "BRADESCO GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289743, "name": "Brainvest Wealth Management LLC", "name_as_filed": "BRAINVEST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333952, "name": "Brazil Advisors LLC", "name_as_filed": "BRAZIL ADVISORS LLC", "url": "https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 326528, "name": "Brice Financial Advisors Inc", "name_as_filed": "BRICE FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/brice-financial-advisors-inc-miami-fl-326528", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283974, "name": "Brickell Financial Group LLC", "name_as_filed": "BRICKELL FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319161, "name": "Brickstone Advisors", "name_as_filed": "BRICKSTONE ADVISORS", "url": "https://advisorcensus.com/firm/brickstone-advisors-fort-lauderdale-fl-319161", "city": "Fort Lauderdale", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 331683, "name": "Bridge Generations Wealth Management", "name_as_filed": "BRIDGE GENERATIONS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bridge-generations-wealth-management-south-miami-fl-331683", "city": "South Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297718, "name": "Bridges Capital LLC", "name_as_filed": "BRIDGES CAPITAL LLC", "url": "https://advisorcensus.com/firm/bridges-capital-llc-fort-lauderdale-fl-297718", "city": "Fort Lauderdale", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 288871, "name": "Bull Market Investment Management, Inc.", "name_as_filed": "BULL MARKET INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bull-market-investment-management-inc-miami-fl-288871", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 141588, "name": "Bulltick Wealth Management, LLC", "name_as_filed": "BULLTICK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588", "city": "Miami", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 106130, "name": "Campbell Capital Management Inc", "name_as_filed": "CAMPBELL CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/campbell-capital-management-inc-miami-fl-106130", "city": "Miami", "state": "FL", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332526, "name": "Cantata Wealth Management, LLC", "name_as_filed": "CANTATA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173319, "name": "Capview Advisors, LLC.", "name_as_filed": "CAPVIEW ADVISORS, LLC.", "url": 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