# 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/3

## 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 3 of 10, 101 to 150 of 479, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 Island Wealth](https://advisorcensus.com/firm/castle-island-wealth-palm-beach-gardens-fl-287710) ([md](https://advisorcensus.com/firm/castle-island-wealth-palm-beach-gardens-fl-287710.md)) | 287710 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [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 |
| [Cayside Partners](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090) ([md](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090.md)) | 306090 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance 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 |
| [Cela Wealth Management](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040) ([md](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040.md)) | 148040 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Celenian Capital, LLC](https://advisorcensus.com/firm/celenian-capital-llc-miami-fl-139568) ([md](https://advisorcensus.com/firm/celenian-capital-llc-miami-fl-139568.md)) | 139568 | Miami, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee |
| [Center for Asset Management, LLC](https://advisorcensus.com/firm/center-for-asset-management-llc-palm-beach-gardens-fl-147981) ([md](https://advisorcensus.com/firm/center-for-asset-management-llc-palm-beach-gardens-fl-147981.md)) | 147981 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Centrica Wealth Management](https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042) ([md](https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042.md)) | 335042 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Certuity, LLC](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505) ([md](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505.md)) | 129505 | North Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Performance fee |
| [Chronos Capital Advisors LLC](https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639) ([md](https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639.md)) | 283639 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [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 |
| [Clark Private Wealth, LLC](https://advisorcensus.com/firm/clark-private-wealth-llc-miami-fl-319333) ([md](https://advisorcensus.com/firm/clark-private-wealth-llc-miami-fl-319333.md)) | 319333 | Miami, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Clout Capital](https://advisorcensus.com/firm/clout-capital-miami-fl-327315) ([md](https://advisorcensus.com/firm/clout-capital-miami-fl-327315.md)) | 327315 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Coastal Way Financial Group, LLC](https://advisorcensus.com/firm/coastal-way-financial-group-llc-west-palm-beach-fl-285844) ([md](https://advisorcensus.com/firm/coastal-way-financial-group-llc-west-palm-beach-fl-285844.md)) | 285844 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Colbert Investment Management Co](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642) ([md](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642.md)) | 108642 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets |
| [Common Cents Wealth Management, LLC](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074) ([md](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074.md)) | 153074 | Pembroke Pines, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [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 |
| [Compass Financial Group, Inc.](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186) ([md](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186.md)) | 125186 | Deerfield Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Compass Group Investments Solutions LLC](https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680) ([md](https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680.md)) | 305680 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee, 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 |
| [Concise Capital Management, L.P.](https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778) ([md](https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778.md)) | 145778 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Performance 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 |
| [Contrast Capital Management, LLC](https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534) ([md](https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534.md)) | 163534 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 14 | % 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 |
| [Coral Wealth Management, LLC](https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117) ([md](https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117.md)) | 307117 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Credicorp Capital Advisors LLC](https://advisorcensus.com/firm/credicorp-capital-advisors-llc-miami-fl-290081) ([md](https://advisorcensus.com/firm/credicorp-capital-advisors-llc-miami-fl-290081.md)) | 290081 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, 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 |
| [CSS Capital Advisory LLC](https://advisorcensus.com/firm/css-capital-advisory-llc-miami-fl-171711) ([md](https://advisorcensus.com/firm/css-capital-advisory-llc-miami-fl-171711.md)) | 171711 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Other |
| [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 |
| [Cypress Capital Group](https://advisorcensus.com/firm/cypress-capital-group-palm-beach-fl-121923) ([md](https://advisorcensus.com/firm/cypress-capital-group-palm-beach-fl-121923.md)) | 121923 | Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Daba Advisors LLC](https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371) ([md](https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371.md)) | 319371 | Miami, FL | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Subscription, 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 |
| [Daniels D'Amelio Investment Management Group, LLC](https://advisorcensus.com/firm/daniels-d-amelio-investment-management-group-llc-jupiter-fl-301456) ([md](https://advisorcensus.com/firm/daniels-d-amelio-investment-management-group-llc-jupiter-fl-301456.md)) | 301456 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, 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 |
| [Davis Private Wealth, LLC](https://advisorcensus.com/firm/davis-private-wealth-llc-royal-palm-beach-fl-285952) ([md](https://advisorcensus.com/firm/davis-private-wealth-llc-royal-palm-beach-fl-285952.md)) | 285952 | Royal Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Dhody Investment Group](https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610) ([md](https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610.md)) | 318610 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Digital Asset Investment Management](https://advisorcensus.com/firm/digital-asset-investment-management-palm-beach-gardens-fl-294098) ([md](https://advisorcensus.com/firm/digital-asset-investment-management-palm-beach-gardens-fl-294098.md)) | 294098 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [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 |
| [Divergent Capital Asset Management LLC](https://advisorcensus.com/firm/divergent-capital-asset-management-llc-palm-beach-gardens-fl-324549) ([md](https://advisorcensus.com/firm/divergent-capital-asset-management-llc-palm-beach-gardens-fl-324549.md)) | 324549 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed 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 |
| [Double Diamond Investment Group, LLC](https://advisorcensus.com/firm/double-diamond-investment-group-llc-delray-beach-fl-152755) ([md](https://advisorcensus.com/firm/double-diamond-investment-group-llc-delray-beach-fl-152755.md)) | 152755 | Delray Beach, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [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 |
| [Dragus Capital, LLC](https://advisorcensus.com/firm/dragus-capital-llc-coral-gables-fl-158122) ([md](https://advisorcensus.com/firm/dragus-capital-llc-coral-gables-fl-158122.md)) | 158122 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, 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 |

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