AdvisorCensus / Financial advisors / Florida / Miami, FL / New firms
New investment advisory firms in Miami, FL
115 investment advisory firms in Miami, FL first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
All firms headquartered in Miami, FL · Atom feed · How this list is built
October 2026 (14)
| Firm | Location | Registration |
|---|
| 21J Capital Management, LLC | Miami, FL | Exempt reporting adviser |
| Aligned Wealth Advisors, LLC | Miami, FL | SEC-registered investment adviser |
| Andromeda Wealth LLC | Miami, FL | State-registered investment adviser |
| Boardwalk Investment Group LP | Miami, FL | SEC-registered investment adviser |
| Fortuna Private Wealth Management Corp. | Miami, FL | SEC-registered investment adviser |
| Graysbrook Investment Partners | Palm Beach Gardens, FL | State-registered investment adviser |
| Kare Manager Holdings, L.P. | Boca Raton, FL | SEC-registered investment adviser |
| Mare Liberum Capital Partners, LLC | Coral Gables, FL | Exempt reporting adviser |
| MFO Healthcare Partners | Boca Raton, FL | SEC-registered investment adviser |
| Neil Jesani Asset Management, LLC | Sunrise, FL | Exempt reporting adviser |
| Nextreg Advisors LLC | Miami, FL | SEC-registered investment adviser |
| Sapiens Advisors | Coral Gables, FL | State-registered investment adviser |
| Ucpus, Inc. | Miami, FL | Exempt reporting adviser |
| Visconti Industries Incorporated® | Coconut Grove, FL | Exempt reporting adviser |
September 2026 (7)
| Firm | Location | Registration |
|---|
| 1977 Wealth, LLC | Miami, FL | SEC-registered investment adviser |
| American VO IM LLC | Palm Beach Gardens, FL | Exempt reporting adviser |
| Ethos Investment Advisory Group LLC | Miami, FL | SEC-registered investment adviser |
| Florida Atlantic Securities Corp. | Miami, FL | SEC-registered investment adviser |
| Mifel Wealth | Miami, FL | SEC-registered investment adviser |
| Nexileon Management, LLC | Miami, FL | Exempt reporting adviser |
| Regfi USA, LLC | Miami, FL | SEC-registered investment adviser |
August 2026 (5)
July 2026 (9)
| Firm | Location | Registration |
|---|
| Astralis Capital | Key Biscayne, FL | Exempt reporting adviser |
| Glassbead Capital Management LLC | Miami Beach, FL | SEC-registered investment adviser |
| Latin America Real Assets Capital Management LLC | Boca Raton, FL | Exempt reporting adviser |
| Montello Wealth Management, Inc. | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Pilotai Wealth | Miami, FL | SEC-registered investment adviser |
| Sulzberger Capital Advisors, Inc. | Miami, FL | SEC-registered investment adviser |
| Together Wealth Group LLC | Miami Beach, FL | SEC-registered investment adviser |
| TRCM Capital Advisors LLC | South Miami, FL | Exempt reporting adviser |
| TRCM IM LLC | South Miami, FL | Exempt reporting adviser |
June 2026 (10)
| Firm | Location | Registration |
|---|
| Alius Capital Partners | Aventura, FL | SEC-registered investment adviser |
| Axxets WM | Aventura, FL | SEC-registered investment adviser |
| Daher Capital Group, LLC | Jupiter, FL | SEC-registered investment adviser |
| Fein Capital LLC | Coral Springs, FL | Exempt reporting adviser |
| Greenline Wealth Management | Boca Raton, FL | SEC-registered investment adviser |
| Kutumb Investments LLC | Palm Beach Gardens, FL | SEC-registered investment adviser |
| MAR Wealth Management Services, LLC | West Palm Beach, FL | SEC-registered investment adviser |
| Remedium Capital Partners | West Palm Beach, FL | SEC-registered investment adviser |
| Respida Capital LLC | Miami, FL | Exempt reporting adviser |
| Uyana Partners LLC | Miami, FL | SEC-registered investment adviser |
May 2026 (11)
| Firm | Location | Registration |
|---|
| Accumulator Operations LLC | Coral Gables, FL | SEC-registered investment adviser |
| American Ventures IM LLC | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Coolabah Investment Management (USA) Inc | Miami, FL | SEC-registered investment adviser |
| Flatiron Fund Management LP | West Palm Beach, FL | Exempt reporting adviser |
| GLD Advisors, LLC | Miami Beach, FL | SEC-registered investment adviser |
| Ikalon Advisors LLC | Miami, FL | SEC-registered investment adviser |
| Jasper Steward | Miramar, FL | Exempt reporting adviser |
| LAS Olas Capital Wealth LLC | Fort Lauderdale, FL | SEC-registered investment adviser |
| Mariva Global Asset Management, LLC | Miami, FL | SEC-registered investment adviser |
| Parrish Capital Partners | Coral Gables, FL | Exempt reporting adviser |
| URS Advisory | Jupiter, FL | SEC-registered investment adviser |
April 2026 (11)
| Firm | Location | Registration |
|---|
| Carbyne Capital, LLC | Miami Beach, FL | Exempt reporting adviser |
| Encore Finance Group, L.L.C. | Hollywood, FL | Exempt reporting adviser |
| Future Perfect Ventures, LLC | Miami Beach, FL | Exempt reporting adviser |
| Green Capital Private Wealth | Miami, FL | SEC-registered investment adviser |
| ISV MC, LLC | West Palm Beach, FL | Exempt reporting adviser |
| Polen International Equity LLC | Boca Raton, FL | SEC-registered investment adviser |
| QSO Capital Management LLC | Fort Lauderdale, FL | SEC-registered investment adviser |
| Quadrance Capital Partners, LLC | Miami, FL | Exempt reporting adviser |
| Strike Capital | Miami Beach, FL | Exempt reporting adviser |
| Surmount Ventures Management LLC | South Miami, FL | Exempt reporting adviser |
| WLT Partners | Miami, FL | SEC-registered investment adviser |
March 2026 (7)
February 2026 (12)
| Firm | Location | Registration |
|---|
| Chayne Global Management | Miami, FL | Exempt reporting adviser |
| CS Advisors Inc. | Boca Raton, FL | SEC-registered investment adviser |
| Firstwave Capital Management, LLC | Miami, FL | Exempt reporting adviser |
| Guardant Wealth Advisors | Miami, FL | SEC-registered investment adviser |
| Hobe Mountain Capital Management LLC | West Palm Beach, FL | SEC-registered investment adviser |
| Inflection Point Asset Management LLC | Miami Beach, FL | Exempt reporting adviser |
| PC3 Partners, LLC | Miami Beach, FL | SEC-registered investment adviser |
| Seminario Asset Management LLC | Coral Gables, FL | SEC-registered investment adviser |
| Sirenia Capital Management LP | Miami Beach, FL | SEC-registered investment adviser |
| Sundial Wealth LLC | Delray Beach, FL | SEC-registered investment adviser |
| Templum Capital | Miami Beach, FL | Exempt reporting adviser |
| Typhon Advisors, LLC | Miami Beach, FL | SEC-registered investment adviser |
January 2026 (9)
| Firm | Location | Registration |
|---|
| Bice Wealth Management LLC | Miami, FL | SEC-registered investment adviser |
| CIP PE Advisors, LLC | West Palm Beach, FL | SEC-registered investment adviser |
| Golden Spades Advisory LLC | Fort Lauderdale, FL | Exempt reporting adviser |
| Inter US Management, LLC | Miami, FL | SEC-registered investment adviser |
| Kinea US Asset Management LLC | Coconut Grove, FL | Exempt reporting adviser |
| Revitalization Unlimited LLC | Miami, FL | Exempt reporting adviser |
| Sand Hill Road Technologies Fund Management LLC | Miami, FL | Exempt reporting adviser |
| Triquetra Capital LLC | Palm Beach, FL | Exempt reporting adviser |
| Willis Asset Finance Management LLC | Coconut Creek, FL | SEC-registered investment adviser |
December 2025 (20)
| Firm | Location | Registration |
|---|
| 1789 Capital Management | Palm Beach, FL | SEC-registered investment adviser |
| Acasta Partners US LLC | Boca Raton, FL | SEC-registered investment adviser |
| Affiliated Capital | Coral Gables, FL | Exempt reporting adviser |
| Barramundi Advisors LLC | Boca Raton, FL | SEC-registered investment adviser |
| Blanche Park Capital | Miami, FL | SEC-registered investment adviser |
| Brightside Capital Partners LLC | Lantana, FL | SEC-registered investment adviser |
| Cardone Wealth Advisors | Aventura, FL | SEC-registered investment adviser |
| Cywp Fund | Boca Raton, FL | SEC-registered investment adviser |
| Dila MC LLC | Miami, FL | Exempt reporting adviser |
| Kraken Adviser LLC | Fort Lauderdale, FL | SEC-registered investment adviser |
| L 1 Global Wealth LLC | Coconut Grove, FL | SEC-registered investment adviser |
| Myriad Asset Management Advisors LLC | West Palm Beach, FL | SEC-registered investment adviser |
| N.L.C. LLC | Boca Raton, FL | SEC-registered investment adviser |
| Nexus Advisors | Fort Lauderdale, FL | Exempt reporting adviser |
| Pennantpark Private Income Fund Advisers LLC | Miami Beach, FL | SEC-registered investment adviser |
| Saul Wealth Advisors, LLC | Miami, FL | SEC-registered investment adviser |
| Scenius Capital Management LLC | Miami, FL | Exempt reporting adviser |
| Simetria Advisory Group LLC | Miami, FL | SEC-registered investment adviser |
| Uncap Manager LLC | Miami, FL | Exempt reporting adviser |
| Zevix Fund America LLC | Fort Lauderdale, FL | Exempt reporting adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Miami, FL. https://advisorcensus.com/advisors/fl/miami/new-firms
https://advisorcensus.com/advisors/fl/miami/new-firms
