{
  "path": "/advisors/fl/miami/no-account-minimum",
  "url": "https://advisorcensus.com/advisors/fl/miami/no-account-minimum",
  "page_type": "metro_answer",
  "title": "Financial advisors with no account minimum in Miami, FL",
  "filters": {},
  "scope_total": 47,
  "faq": [
    {
      "q": "Which financial advisors in Miami, FL have no account minimum?",
      "a": "47 investment advisory firms with a principal office in the Miami metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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": "AdvisorCensus lists 47 investment advisory firms with a principal office in the Miami metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.",
  "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 with no account minimum in Miami, FL: 47 firms from Form ADV filings as of October 2026.",
  "total_firms": 47,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 47,
    "state": 0,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 16
    },
    {
      "code": "percentage_of_aum",
      "count": 44
    },
    {
      "code": "hourly",
      "count": 13
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 30
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 10
    },
    {
      "code": "other",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 28
    },
    {
      "code": "5_to_9",
      "count": 9
    },
    {
      "code": "10_to_19",
      "count": 6
    },
    {
      "code": "20_plus",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 1
    },
    {
      "code": "100m_500m",
      "count": 32
    },
    {
      "code": "500m_1b",
      "count": 2
    },
    {
      "code": "1b_5b",
      "count": 4
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "firms": [
    {
      "crd_number": 304110,
      "name": "1818 Private Client Group, LLC",
      "name_as_filed": "1818 PRIVATE CLIENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/1818-private-client-group-llc-aventura-fl-304110",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284827,
      "name": "Actitrust Wealth Management LLC",
      "name_as_filed": "ACTITRUST WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/actitrust-wealth-management-llc-plantation-fl-284827",
      "city": "Plantation",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336339,
      "name": "Alphabond LLC",
      "name_as_filed": "ALPHABOND LLC",
      "url": "https://advisorcensus.com/firm/alphabond-llc-palm-beach-fl-336339",
      "city": "Palm Beach",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329286,
      "name": "Anchor Wealth Management Group LLC",
      "name_as_filed": "ANCHOR WEALTH MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281413,
      "name": "Angelus Investment Consulting, Inc.",
      "name_as_filed": "ANGELUS INVESTMENT CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166958,
      "name": "Aragon Capital LLC",
      "name_as_filed": "ARAGON CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156043,
      "name": "Aragon Global Management, LP",
      "name_as_filed": "ARAGON GLOBAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/aragon-global-management-lp-miami-fl-156043",
      "city": "Miami",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142478,
      "name": "Aventura Capital Management, LLC",
      "name_as_filed": "AVENTURA CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aventura-capital-management-llc-boca-raton-fl-142478",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332630,
      "name": "Aventura Private Wealth, LLC",
      "name_as_filed": "AVENTURA PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323979,
      "name": "Bice Wealth Management LLC",
      "name_as_filed": "BICE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337559,
      "name": "Cardone Wealth Advisors",
      "name_as_filed": "CARDONE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306090,
      "name": "Cayside Partners",
      "name_as_filed": "CAYSIDE PARTNERS",
      "url": "https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129505,
      "name": "Certuity, LLC",
      "name_as_filed": "CERTUITY, LLC",
      "url": "https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505",
      "city": "North Palm Beach",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153074,
      "name": "Common Cents Wealth Management, LLC",
      "name_as_filed": "COMMON CENTS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074",
      "city": "Pembroke Pines",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131324,
      "name": "Comprehensive Wealth Solutions, LLC",
      "name_as_filed": "COMPREHENSIVE WEALTH SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332189,
      "name": "Corrales & Co.",
      "name_as_filed": "CORRALES & CO.",
      "url": "https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319371,
      "name": "Daba Advisors LLC",
      "name_as_filed": "DABA ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297987,
      "name": "Dakota Wealth, LLC",
      "name_as_filed": "DAKOTA WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318610,
      "name": "Dhody Investment Group",
      "name_as_filed": "DHODY INVESTMENT GROUP",
      "url": "https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325213,
      "name": "Downtown Wealth Studios, LLC",
      "name_as_filed": "DOWNTOWN WEALTH STUDIOS, LLC",
      "url": "https://advisorcensus.com/firm/downtown-wealth-studios-llc-miami-fl-325213",
      "city": "Miami",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343593,
      "name": "Ethos Investment Advisory Group LLC",
      "name_as_filed": "ETHOS INVESTMENT ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/ethos-investment-advisory-group-llc-miami-fl-343593",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126163,
      "name": "Eurocapital Advisors, Inc",
      "name_as_filed": "EUROCAPITAL ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/eurocapital-advisors-inc-miami-fl-126163",
      "city": "Miami",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150697,
      "name": "Finaccess Advisors LLC",
      "name_as_filed": "FINACCESS ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/finaccess-advisors-llc-miami-fl-150697",
      "city": "Miami",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308452,
      "name": "Global Kandor Advisors, LLC",
      "name_as_filed": "GLOBAL KANDOR ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/global-kandor-advisors-llc-miami-fl-308452",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282409,
      "name": "Guerra Wealth Advisors",
      "name_as_filed": "GUERRA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285002,
      "name": "L&S Investment Advisors, LLC",
      "name_as_filed": "L&S INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/l-and-s-investment-advisors-llc-miami-fl-285002",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316294,
      "name": "Level One Fund",
      "name_as_filed": "LEVEL ONE FUND",
      "url": "https://advisorcensus.com/firm/level-one-fund-miami-fl-316294",
      "city": "Miami",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323733,
      "name": "Level Ventures Management LLC",
      "name_as_filed": "LEVEL VENTURES MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/level-ventures-management-llc-sunny-isles-beach-fl-323733",
      "city": "Sunny Isles Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328251,
      "name": "LMPG Wealth Advisors, LLC",
      "name_as_filed": "LMPG WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164001,
      "name": "Mariaca Wealth Management, LLC",
      "name_as_filed": "MARIACA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001",
      "city": "Wellington",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333776,
      "name": "Matters Capital LLC",
      "name_as_filed": "MATTERS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284866,
      "name": "MG&A Wealth",
      "name_as_filed": "MG&A WEALTH",
      "url": "https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866",
      "city": "Plantation",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342244,
      "name": "Mifel Wealth",
      "name_as_filed": "MIFEL WEALTH",
      "url": "https://advisorcensus.com/firm/mifel-wealth-miami-fl-342244",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311424,
      "name": "Nexwealth LLC",
      "name_as_filed": "NEXWEALTH LLC",
      "url": "https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
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    "license": "https://creativecommons.org/licenses/by/4.0/",
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