# Financial advisors for high-net-worth individuals in Miami, FL

> 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.

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

## At a glance

- Investment advisory firms: 479
- Registration: SEC-registered investment adviser: 307, State-registered investment adviser: 172
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 128 (27%); Percentage of assets 470 (98%); Hourly charges 171 (36%); Subscription fees (newsletter or periodical) 6 (1%); Fixed fees 257 (54%); Commissions 10 (2%); Performance-based fees 102 (21%); Other 79 (16%)
- Regulatory assets under management (Item 5.F): Under $25 million 75 (16%); $25 million to $100 million 93 (19%); $100 million to $500 million 184 (38%); $500 million to $1 billion 53 (11%); $1 billion to $5 billion 51 (11%); Over $5 billion 17 (4%); Not reported 6 (1%)
- Years registered: Under 5 years 181 (38%); 5 to 9 years 127 (27%); 10 to 19 years 112 (23%); 20 years or more 59 (12%)

## Firms (page 2 of 10, 51 to 100 of 479, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Aventura Private Wealth, LLC](https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630) ([md](https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630.md)) | 332630 | Aventura, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Avory & Co.](https://advisorcensus.com/firm/avory-and-co-miami-fl-284812) ([md](https://advisorcensus.com/firm/avory-and-co-miami-fl-284812.md)) | 284812 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Axxets WM](https://advisorcensus.com/firm/axxets-wm-aventura-fl-340858) ([md](https://advisorcensus.com/firm/axxets-wm-aventura-fl-340858.md)) | 340858 | Aventura, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [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-hollywood-fl-139610) ([md](https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610.md)) | 139610 | Hollywood, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed 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 |
| [B1 Financial](https://advisorcensus.com/firm/b1-financial-aventura-fl-323539) ([md](https://advisorcensus.com/firm/b1-financial-aventura-fl-323539.md)) | 323539 | Aventura, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [BAF Advisors Corp](https://advisorcensus.com/firm/baf-advisors-corp-miami-fl-323286) ([md](https://advisorcensus.com/firm/baf-advisors-corp-miami-fl-323286.md)) | 323286 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Balanz](https://advisorcensus.com/firm/balanz-coral-gables-fl-322263) ([md](https://advisorcensus.com/firm/balanz-coral-gables-fl-322263.md)) | 322263 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Bancaribe Capital](https://advisorcensus.com/firm/bancaribe-capital-miami-fl-325521) ([md](https://advisorcensus.com/firm/bancaribe-capital-miami-fl-325521.md)) | 325521 | Miami, FL | State-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Bankshop, LLC](https://advisorcensus.com/firm/bankshop-llc-miami-fl-306387) ([md](https://advisorcensus.com/firm/bankshop-llc-miami-fl-306387.md)) | 306387 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Barnett Capital Advisors LLC](https://advisorcensus.com/firm/barnett-capital-advisors-llc-miami-fl-159113) ([md](https://advisorcensus.com/firm/barnett-capital-advisors-llc-miami-fl-159113.md)) | 159113 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Performance 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 |
| [Bassam Wealth Management, LLC](https://advisorcensus.com/firm/bassam-wealth-management-llc-palm-beach-fl-330695) ([md](https://advisorcensus.com/firm/bassam-wealth-management-llc-palm-beach-fl-330695.md)) | 330695 | Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Bayshore Wealth Advisors](https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191) ([md](https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191.md)) | 144191 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [Bbva Global Wealth Advisors, Inc.](https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326) ([md](https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326.md)) | 327326 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets |
| [BCI Securities, Inc.](https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047) ([md](https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047.md)) | 168047 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Be More Advisors, LLC](https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115) ([md](https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115.md)) | 284115 | Hallandale Beach, FL | State-registered investment adviser | Not reported | 9 | Fixed fee, 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 |
| [BFA Wealth Management](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793) ([md](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793.md)) | 241793 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [BG Advisors](https://advisorcensus.com/firm/bg-advisors-miami-fl-287825) ([md](https://advisorcensus.com/firm/bg-advisors-miami-fl-287825.md)) | 287825 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [BGV Financial Advisors](https://advisorcensus.com/firm/bgv-financial-advisors-miami-fl-324511) ([md](https://advisorcensus.com/firm/bgv-financial-advisors-miami-fl-324511.md)) | 324511 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Bice Wealth Management LLC](https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979) ([md](https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979.md)) | 323979 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Bigsur Partners, LLC](https://advisorcensus.com/firm/bigsur-partners-llc-miami-fl-146511) ([md](https://advisorcensus.com/firm/bigsur-partners-llc-miami-fl-146511.md)) | 146511 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Performance fee, Other |
| [Bishop Capital Advisors LLC](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102) ([md](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102.md)) | 323102 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee, Performance fee |
| [Black Toro LLC](https://advisorcensus.com/firm/black-toro-llc-miami-fl-315289) ([md](https://advisorcensus.com/firm/black-toro-llc-miami-fl-315289.md)) | 315289 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee, Other |
| [Blackridge Asset Management, LLC](https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085) ([md](https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085.md)) | 277085 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Blue Infinitas Capital, LLC](https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245) ([md](https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245.md)) | 329245 | Miami, FL | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Blue Line Capital Advisors](https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188) ([md](https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188.md)) | 297188 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [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 |
| [Bluereef Capital](https://advisorcensus.com/firm/bluereef-capital-miami-fl-300405) ([md](https://advisorcensus.com/firm/bluereef-capital-miami-fl-300405.md)) | 300405 | Miami, FL | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [BMH Capital Management LLC](https://advisorcensus.com/firm/bmh-capital-management-llc-miramar-fl-310891) ([md](https://advisorcensus.com/firm/bmh-capital-management-llc-miramar-fl-310891.md)) | 310891 | Miramar, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [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 |
| [Bondwire](https://advisorcensus.com/firm/bondwire-weston-fl-148710) ([md](https://advisorcensus.com/firm/bondwire-weston-fl-148710.md)) | 148710 | Weston, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Other |
| [Bradesco Global Advisors](https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416) ([md](https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416.md)) | 134416 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Brainvest Wealth Management LLC](https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743) ([md](https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743.md)) | 289743 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Brazil Advisors LLC](https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952) ([md](https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952.md)) | 333952 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [Brice Financial Advisors Inc](https://advisorcensus.com/firm/brice-financial-advisors-inc-miami-fl-326528) ([md](https://advisorcensus.com/firm/brice-financial-advisors-inc-miami-fl-326528.md)) | 326528 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Brickell Financial Group LLC](https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974) ([md](https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974.md)) | 283974 | Miami, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Brickstone Advisors](https://advisorcensus.com/firm/brickstone-advisors-fort-lauderdale-fl-319161) ([md](https://advisorcensus.com/firm/brickstone-advisors-fort-lauderdale-fl-319161.md)) | 319161 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Other |
| [Bridge Generations Wealth Management](https://advisorcensus.com/firm/bridge-generations-wealth-management-south-miami-fl-331683) ([md](https://advisorcensus.com/firm/bridge-generations-wealth-management-south-miami-fl-331683.md)) | 331683 | South Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Bridges Capital LLC](https://advisorcensus.com/firm/bridges-capital-llc-fort-lauderdale-fl-297718) ([md](https://advisorcensus.com/firm/bridges-capital-llc-fort-lauderdale-fl-297718.md)) | 297718 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Other |
| [Bull Market Investment Management, Inc.](https://advisorcensus.com/firm/bull-market-investment-management-inc-miami-fl-288871) ([md](https://advisorcensus.com/firm/bull-market-investment-management-inc-miami-fl-288871.md)) | 288871 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee, Performance fee |
| [Bulltick Wealth Management, LLC](https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588) ([md](https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588.md)) | 141588 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee, Performance 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 |
| [Campbell Capital Management Inc](https://advisorcensus.com/firm/campbell-capital-management-inc-miami-fl-106130) ([md](https://advisorcensus.com/firm/campbell-capital-management-inc-miami-fl-106130.md)) | 106130 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets |
| [Cantata Wealth Management, LLC](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526) ([md](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526.md)) | 332526 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Capview Advisors, LLC.](https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319) ([md](https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319.md)) | 173319 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [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 |
| [Carrack Capital Inc.](https://advisorcensus.com/firm/carrack-capital-inc-miami-fl-322059) ([md](https://advisorcensus.com/firm/carrack-capital-inc-miami-fl-322059.md)) | 322059 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee, Performance fee |

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## Questions people ask

**Which financial advisors in Miami, FL work with high-net-worth individuals?**
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.

**How many financial advisory firms are there in Miami, FL?**
AdvisorCensus lists 1,113 investment advisory firms with a principal office in the Miami metro area, from Form ADV filings as of October 2026: 614 SEC-registered, 267 state-registered, and 232 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Miami, FL?**
178 of the 1,113 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Miami, FL offer financial planning?**
310 of the 881 firms in Miami, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Miami, FL fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 178 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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- [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 high-net-worth individuals in Miami, FL: 479 firms from Form ADV filings as of October 2026.