# Financial advisors for high-net-worth individuals in Miami, FL > Find financial advisors in Miami, FL who work with high-net-worth individuals. AdvisorCensus lists 479 investment advisory firms with a principal office in the Miami metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types. Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/for-high-net-worth-individuals/page/9 ## 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 9 of 10, 401 to 450 of 479, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Secure Wealth, Inc.](https://advisorcensus.com/firm/secure-wealth-inc-boca-raton-fl-290572) ([md](https://advisorcensus.com/firm/secure-wealth-inc-boca-raton-fl-290572.md)) | 290572 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Performance fee | | [Sedg Financial Services Corp.](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488) ([md](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488.md)) | 155488 | Davie, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets | | [Seminario Asset Management LLC](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039) ([md](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039.md)) | 339039 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other | | [Semus Wealth Partners, LLC](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758) ([md](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758.md)) | 305758 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Shaw Financial Solutions LLC](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057) ([md](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057.md)) | 329057 | Coral Gables, FL | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Shellman Investment Management, LLC](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579) ([md](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579.md)) | 316579 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets | | [Sierra Capital LLC](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129) ([md](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129.md)) | 110129 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee, Performance fee | | [Simetria Advisory Group LLC](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563) ([md](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563.md)) | 288563 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | | [Singer Wealth Advisors LLC](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218) ([md](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218.md)) | 317218 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee | | [Sky Alpha Asset Advisors](https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839) ([md](https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839.md)) | 295839 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Commissions | | [Slatestone Wealth LLC](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669) ([md](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669.md)) | 286669 | Jupiter, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee | | [Smaart LLC](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029) ([md](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029.md)) | 305029 | Hialeah, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee | | [SOL Financial](https://advisorcensus.com/firm/sol-financial-miami-fl-333387) ([md](https://advisorcensus.com/firm/sol-financial-miami-fl-333387.md)) | 333387 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Commissions | | [Solidus Advisors LLC](https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863) ([md](https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863.md)) | 334863 | Miami, FL | State-registered investment adviser | Not reported | 1 | % of assets, Performance fee | | [Sollinda Capital Management LLC](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742) ([md](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742.md)) | 321742 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee | | [Sound Income Strategies, LLC](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272) ([md](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272.md)) | 173272 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee | | [Star Wealth Advisors](https://advisorcensus.com/firm/star-wealth-advisors-boca-raton-fl-332344) ([md](https://advisorcensus.com/firm/star-wealth-advisors-boca-raton-fl-332344.md)) | 332344 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee | | [Statetrust Capital, LLC.](https://advisorcensus.com/firm/statetrust-capital-llc-boca-raton-fl-114052) ([md](https://advisorcensus.com/firm/statetrust-capital-llc-boca-raton-fl-114052.md)) | 114052 | Boca Raton, FL | SEC-registered investment adviser | $25 million to $100 million | 25 | % of assets, Fixed fee | | [Sterling Wealth Advisors, Inc.](https://advisorcensus.com/firm/sterling-wealth-advisors-inc-plantation-fl-124121) ([md](https://advisorcensus.com/firm/sterling-wealth-advisors-inc-plantation-fl-124121.md)) | 124121 | Plantation, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [Stillwater Wealth Management Group LLC](https://advisorcensus.com/firm/stillwater-wealth-management-group-llc-juno-beach-fl-309796) ([md](https://advisorcensus.com/firm/stillwater-wealth-management-group-llc-juno-beach-fl-309796.md)) | 309796 | Juno Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets | | [Stonewealth Advisors, LLC](https://advisorcensus.com/firm/stonewealth-advisors-llc-coral-gables-fl-293600) ([md](https://advisorcensus.com/firm/stonewealth-advisors-llc-coral-gables-fl-293600.md)) | 293600 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other | | [Stonex International Advisors Inc](https://advisorcensus.com/firm/stonex-international-advisors-inc-miami-fl-153799) ([md](https://advisorcensus.com/firm/stonex-international-advisors-inc-miami-fl-153799.md)) | 153799 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee | | [Storge](https://advisorcensus.com/firm/storge-coral-gables-fl-305395) ([md](https://advisorcensus.com/firm/storge-coral-gables-fl-305395.md)) | 305395 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets | | [Strategic Asset Management Group Advisors](https://advisorcensus.com/firm/strategic-asset-management-group-advisors-pompano-beach-fl-135832) ([md](https://advisorcensus.com/firm/strategic-asset-management-group-advisors-pompano-beach-fl-135832.md)) | 135832 | Pompano Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets | | [Strategic Investments & Insurance](https://advisorcensus.com/firm/strategic-investments-and-insurance-boca-raton-fl-293229) ([md](https://advisorcensus.com/firm/strategic-investments-and-insurance-boca-raton-fl-293229.md)) | 293229 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Other | | [Sulzberger Capital Advisors, Inc.](https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673) ([md](https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673.md)) | 174673 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Sun Creek Holdings LLC](https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110) ([md](https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110.md)) | 165110 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets | | [Sundial Wealth LLC](https://advisorcensus.com/firm/sundial-wealth-llc-delray-beach-fl-321900) ([md](https://advisorcensus.com/firm/sundial-wealth-llc-delray-beach-fl-321900.md)) | 321900 | Delray Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Performance fee | | [Suntax Advisors LLC](https://advisorcensus.com/firm/suntax-advisors-llc-boca-raton-fl-338144) ([md](https://advisorcensus.com/firm/suntax-advisors-llc-boca-raton-fl-338144.md)) | 338144 | Boca Raton, FL | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee, Commissions | | [Syntax Research, Inc.](https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948) ([md](https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948.md)) | 151948 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee | | [Tegesta Capital, LLC](https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086) ([md](https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086.md)) | 156086 | Jupiter, FL | State-registered investment adviser | $100 million to $500 million | 3 | % of assets | | [Templeton Investment Counsel, LLC](https://advisorcensus.com/firm/templeton-investment-counsel-llc-ft-lauderdale-fl-111370) ([md](https://advisorcensus.com/firm/templeton-investment-counsel-llc-ft-lauderdale-fl-111370.md)) | 111370 | Ft. Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 46 | % of assets | | [The Atlas Financial Group](https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849) ([md](https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849.md)) | 306849 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other | | [The Jaffee Financial Group, Inc.](https://advisorcensus.com/firm/the-jaffee-financial-group-inc-cooper-city-fl-142163) ([md](https://advisorcensus.com/firm/the-jaffee-financial-group-inc-cooper-city-fl-142163.md)) | 142163 | Cooper City, FL | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly | | [The World Changers Investments, LLC](https://advisorcensus.com/firm/the-world-changers-investments-llc-miami-fl-326532) ([md](https://advisorcensus.com/firm/the-world-changers-investments-llc-miami-fl-326532.md)) | 326532 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets | | [Third EYE Capital Management, LLC](https://advisorcensus.com/firm/third-eye-capital-management-llc-miami-beach-fl-287819) ([md](https://advisorcensus.com/firm/third-eye-capital-management-llc-miami-beach-fl-287819.md)) | 287819 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Thomas J. Herzfeld Advisors, Inc.](https://advisorcensus.com/firm/thomas-j-herzfeld-advisors-inc-miami-beach-fl-108369) ([md](https://advisorcensus.com/firm/thomas-j-herzfeld-advisors-inc-miami-beach-fl-108369.md)) | 108369 | Miami Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 42 | % of assets, Performance fee, Other | | [Thureos Asset Management LLC](https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400) ([md](https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400.md)) | 311400 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly | | [Tiempo Capital Partners](https://advisorcensus.com/firm/tiempo-capital-partners-miami-fl-329367) ([md](https://advisorcensus.com/firm/tiempo-capital-partners-miami-fl-329367.md)) | 329367 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee, Performance fee, Other | | [Tobias Financial Advisors](https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711) ([md](https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711.md)) | 104711 | Plantation, FL | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee | | [Transparenza Advisors LLC](https://advisorcensus.com/firm/transparenza-advisors-llc-miami-fl-331554) ([md](https://advisorcensus.com/firm/transparenza-advisors-llc-miami-fl-331554.md)) | 331554 | Miami, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee | | [True Wealth Advisory Group](https://advisorcensus.com/firm/true-wealth-advisory-group-miami-fl-306523) ([md](https://advisorcensus.com/firm/true-wealth-advisory-group-miami-fl-306523.md)) | 306523 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Other | | [TSL Investment Management, LLC](https://advisorcensus.com/firm/tsl-investment-management-llc-boca-raton-fl-152123) ([md](https://advisorcensus.com/firm/tsl-investment-management-llc-boca-raton-fl-152123.md)) | 152123 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets | | [Tudor Advisors LLC](https://advisorcensus.com/firm/tudor-advisors-llc-miami-fl-297885) ([md](https://advisorcensus.com/firm/tudor-advisors-llc-miami-fl-297885.md)) | 297885 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee | | [Ucap Americas](https://advisorcensus.com/firm/ucap-americas-miami-fl-170846) ([md](https://advisorcensus.com/firm/ucap-americas-miami-fl-170846.md)) | 170846 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Other | | [Unimar](https://advisorcensus.com/firm/unimar-miami-fl-159674) ([md](https://advisorcensus.com/firm/unimar-miami-fl-159674.md)) | 159674 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee | | [Unison Asset Management LLC](https://advisorcensus.com/firm/unison-asset-management-llc-aventura-fl-288249) ([md](https://advisorcensus.com/firm/unison-asset-management-llc-aventura-fl-288249.md)) | 288249 | Aventura, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Performance fee | | [URS Advisory](https://advisorcensus.com/firm/urs-advisory-jupiter-fl-289892) ([md](https://advisorcensus.com/firm/urs-advisory-jupiter-fl-289892.md)) | 289892 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | | [Utopia Wealth Management, LLC](https://advisorcensus.com/firm/utopia-wealth-management-llc-coconut-creek-fl-300266) ([md](https://advisorcensus.com/firm/utopia-wealth-management-llc-coconut-creek-fl-300266.md)) | 300266 | Coconut Creek, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Other | | [Uyana Partners LLC](https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280) ([md](https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280.md)) | 300280 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | - Previous page: https://advisorcensus.com/advisors/fl/miami/for-high-net-worth-individuals/page/8.md - Next page: https://advisorcensus.com/advisors/fl/miami/for-high-net-worth-individuals/page/10.md ## 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 - [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md) - [Financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md) - [Fee-only financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami/fee-only) (https://advisorcensus.com/advisors/fl/miami/fee-only.md) - [Flat-fee financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami/flat-fee) (https://advisorcensus.com/advisors/fl/miami/flat-fee.md) - [Hourly financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami/hourly) (https://advisorcensus.com/advisors/fl/miami/hourly.md) - [Financial advisors for business owners in Miami, FL](https://advisorcensus.com/advisors/fl/miami/business-owners) (https://advisorcensus.com/advisors/fl/miami/business-owners.md) - [Financial advisors for families with special needs in Miami, FL](https://advisorcensus.com/advisors/fl/miami/families-with-special-needs) (https://advisorcensus.com/advisors/fl/miami/families-with-special-needs.md) - [Financial advisors for real estate investors in Miami, FL](https://advisorcensus.com/advisors/fl/miami/real-estate-investors) (https://advisorcensus.com/advisors/fl/miami/real-estate-investors.md) - [Financial advisors in Boca Raton, FL](https://advisorcensus.com/advisors/fl/miami/boca-raton) (https://advisorcensus.com/advisors/fl/miami/boca-raton.md) - [Financial advisors in Coral Gables, FL](https://advisorcensus.com/advisors/fl/miami/coral-gables) (https://advisorcensus.com/advisors/fl/miami/coral-gables.md) - [Financial advisors in West Palm Beach, FL](https://advisorcensus.com/advisors/fl/miami/west-palm-beach) (https://advisorcensus.com/advisors/fl/miami/west-palm-beach.md) - [Financial advisors in Miami Beach, FL](https://advisorcensus.com/advisors/fl/miami/miami-beach) (https://advisorcensus.com/advisors/fl/miami/miami-beach.md) - [Financial advisors in Palm Beach Gardens, FL](https://advisorcensus.com/advisors/fl/miami/palm-beach-gardens) (https://advisorcensus.com/advisors/fl/miami/palm-beach-gardens.md) - [Financial advisors in Fort Lauderdale, FL](https://advisorcensus.com/advisors/fl/miami/fort-lauderdale) (https://advisorcensus.com/advisors/fl/miami/fort-lauderdale.md) - [Financial advisors in Palm Beach, FL](https://advisorcensus.com/advisors/fl/miami/palm-beach) (https://advisorcensus.com/advisors/fl/miami/palm-beach.md) - [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. 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Financial advisors for high-net-worth individuals in Miami, FL: 479 firms from Form ADV filings as of October 2026.