{ "path": "/advisors/fl/miami/for-retirement-plans", "url": "https://advisorcensus.com/advisors/fl/miami/for-retirement-plans/page/3", "page_type": "metro_answer", "title": "Financial advisors for retirement plans in Miami, FL", "filters": {}, "scope_total": 150, "faq": [ { "q": "Which financial advisors in Miami, FL work with retirement plans?", "a": "150 investment advisory firms with a principal office in the Miami metro area report retirement plans 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": "Find financial advisors in Miami, FL who work with retirement plans. AdvisorCensus lists 150 investment advisory firms with a principal office in the Miami metro area that report retirement plans 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.", "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 retirement plans in Miami, FL: 150 firms from Form ADV filings as of October 2026.", "total_firms": 150, "page": 3, "total_pages": 3, "sort": "name", "registration_types": { "sec": 110, "state": 40, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 35 }, { "code": "percentage_of_aum", "count": 146 }, { "code": "hourly", "count": 73 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 86 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 31 }, { "code": "other", "count": 21 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 48 }, { "code": "5_to_9", "count": 28 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 37 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 21 }, { "code": "25m_100m", "count": 17 }, { "code": "100m_500m", "count": 49 }, { "code": "500m_1b", "count": 20 }, { "code": "1b_5b", "count": 19 }, { "code": "over_5b", "count": 19 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 170909, "name": "Omnia Family Wealth, LLC", "name_as_filed": "OMNIA FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909", "city": "Aventura", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310906, "name": "One + One Wealth Management, LLC", "name_as_filed": "ONE + ONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906", "city": "Jupiter", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288030, "name": "One Wealth Investors", "name_as_filed": "ONE WEALTH INVESTORS", "url": "https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328152, "name": "Openvest", "name_as_filed": "OPENVEST", "url": "https://advisorcensus.com/firm/openvest-aventura-fl-328152", "city": "Aventura", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 292023, "name": "Optimist Capital", "name_as_filed": "OPTIMIST CAPITAL", "url": "https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172524, "name": "Osprey Capital Management Corp.", "name_as_filed": "OSPREY CAPITAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/osprey-capital-management-corp-miami-beach-fl-172524", "city": "Miami Beach", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323361, "name": "Palm Wealth Partners", "name_as_filed": "PALM WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 327518, "name": "PAR5 Advisors LLC", "name_as_filed": "PAR5 ADVISORS LLC", "url": "https://advisorcensus.com/firm/par5-advisors-llc-miami-fl-327518", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150374, "name": "Paulson Wealth Management Inc.", "name_as_filed": "PAULSON WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/paulson-wealth-management-inc-west-palm-beach-fl-150374", "city": "West Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335198, "name": "Pelican Financial Planning and Wealth, PLLC", "name_as_filed": "PELICAN FINANCIAL PLANNING AND WEALTH, PLLC", "url": "https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198", "city": "Jupiter", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109327, "name": "Personal Financial Profiles Inc", "name_as_filed": "PERSONAL FINANCIAL PROFILES INC", "url": "https://advisorcensus.com/firm/personal-financial-profiles-inc-coral-springs-fl-109327", "city": "Coral Springs", "state": "FL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323918, "name": "Pinder Financial, LLC", "name_as_filed": "PINDER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/pinder-financial-llc-jupiter-fl-323918", "city": "Jupiter", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106093, "name": "Polen Capital Management, LLC", "name_as_filed": "POLEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/polen-capital-management-llc-boca-raton-fl-106093", "city": "Boca Raton", "state": "FL", "years_registered": 46, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144601, "name": "Portfolio Resources Advisor Group, Inc.", "name_as_filed": "PORTFOLIO RESOURCES ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125567, "name": "Primoris Wealth Advisors, LLC", "name_as_filed": "PRIMORIS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/primoris-wealth-advisors-llc-north-palm-beach-fl-125567", "city": "North Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306630, "name": "Prosperitus Wealth Advisors", "name_as_filed": "PROSPERITUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/prosperitus-wealth-advisors-coral-springs-fl-306630", "city": "Coral Springs", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126529, "name": "Provenance Wealth Advisors", "name_as_filed": "PROVENANCE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/provenance-wealth-advisors-fort-lauderdale-fl-126529", "city": "Fort Lauderdale", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174748, "name": "Red Reef Advisors LLC", "name_as_filed": "RED REEF ADVISORS LLC", "url": "https://advisorcensus.com/firm/red-reef-advisors-llc-boca-raton-fl-174748", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342345, "name": "Regfi USA, LLC", "name_as_filed": "REGFI USA, LLC", "url": "https://advisorcensus.com/firm/regfi-usa-llc-miami-fl-342345", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 146082, "name": "Remotiv / Financial Soundings", "name_as_filed": "REMOTIV / FINANCIAL SOUNDINGS", "url": "https://advisorcensus.com/firm/remotiv-financial-soundings-coconut-grove-fl-146082", "city": "Coconut Grove", "state": "FL", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 298618, "name": "Renew Family Wealth", "name_as_filed": "RENEW FAMILY WEALTH", "url": "https://advisorcensus.com/firm/renew-family-wealth-jupiter-fl-298618", "city": "Jupiter", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330582, "name": "Reshape Wealth", "name_as_filed": "RESHAPE WEALTH", "url": "https://advisorcensus.com/firm/reshape-wealth-boca-raton-fl-330582", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142134, "name": "RFM Investment Advisor", "name_as_filed": "RFM INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134", "city": "Boca Raton", "state": "FL", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169180, "name": "Ruggiero Investments", "name_as_filed": "RUGGIERO INVESTMENTS", "url": "https://advisorcensus.com/firm/ruggiero-investments-west-palm-beach-fl-169180", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150120, "name": "RWA Advisors", "name_as_filed": "RWA ADVISORS", "url": "https://advisorcensus.com/firm/rwa-advisors-boca-raton-fl-150120", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 226606, "name": "Sanctuary Advisors, LLC", "name_as_filed": "SANCTUARY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606", "city": "Miami", "state": "FL", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 151480, "name": "Sanders Capital, LLC", "name_as_filed": "SANDERS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/sanders-capital-llc-west-palm-beach-fl-151480", "city": "West Palm Beach", "state": "FL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 132592, "name": "SD Perron & Co. Investment Services", "name_as_filed": "SD PERRON & CO. INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/sd-perron-and-co-investment-services-lantana-fl-132592", "city": "Lantana", "state": "FL", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339039, "name": "Seminario Asset Management LLC", "name_as_filed": "SEMINARIO ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 317218, "name": "Singer Wealth Advisors LLC", "name_as_filed": "SINGER WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113833, "name": "Slavic Mutual Funds Management Corp.", "name_as_filed": "SLAVIC MUTUAL FUNDS MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833", "city": "Boca Raton", "state": "FL", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333387, "name": "SOL Financial", "name_as_filed": "SOL FINANCIAL", "url": "https://advisorcensus.com/firm/sol-financial-miami-fl-333387", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 334863, "name": "Solidus Advisors LLC", "name_as_filed": "SOLIDUS ADVISORS LLC", "url": "https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 321742, "name": "Sollinda Capital Management LLC", "name_as_filed": "SOLLINDA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173272, "name": "Sound Income Strategies, LLC", "name_as_filed": "SOUND INCOME STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272", "city": "Fort Lauderdale", "state": "FL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309796, "name": "Stillwater Wealth Management Group LLC", "name_as_filed": "STILLWATER WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/stillwater-wealth-management-group-llc-juno-beach-fl-309796", "city": "Juno Beach", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135832, "name": "Strategic Asset Management Group Advisors", "name_as_filed": "STRATEGIC ASSET MANAGEMENT GROUP ADVISORS", "url": "https://advisorcensus.com/firm/strategic-asset-management-group-advisors-pompano-beach-fl-135832", "city": "Pompano Beach", "state": "FL", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174673, "name": "Sulzberger Capital Advisors, Inc.", "name_as_filed": "SULZBERGER CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338144, "name": "Suntax Advisors LLC", "name_as_filed": "SUNTAX ADVISORS LLC", "url": "https://advisorcensus.com/firm/suntax-advisors-llc-boca-raton-fl-338144", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 111370, "name": "Templeton Investment Counsel, LLC", "name_as_filed": "TEMPLETON INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/templeton-investment-counsel-llc-ft-lauderdale-fl-111370", "city": "Ft. 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Herzfeld Advisors, Inc.", "name_as_filed": "THOMAS J. 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