# Financial advisors with no account minimum in Miami, FL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/no-account-minimum

## At a glance

- Investment advisory firms: 47
- Registration: SEC-registered investment adviser: 47
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 16 (34%); Percentage of assets 44 (94%); Hourly charges 13 (28%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 30 (64%); Commissions 1 (2%); Performance-based fees 10 (21%); Other 6 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (13%); $25 million to $100 million 1 (2%); $100 million to $500 million 32 (68%); $500 million to $1 billion 2 (4%); $1 billion to $5 billion 4 (9%); Over $5 billion 1 (2%); Not reported 1 (2%)
- Years registered: Under 5 years 28 (60%); 5 to 9 years 9 (19%); 10 to 19 years 6 (13%); 20 years or more 4 (9%)

## Firms (page 1 of 1, 1 to 47 of 47, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1818 Private Client Group, LLC](https://advisorcensus.com/firm/1818-private-client-group-llc-aventura-fl-304110) ([md](https://advisorcensus.com/firm/1818-private-client-group-llc-aventura-fl-304110.md)) | 304110 | Aventura, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Actitrust Wealth Management LLC](https://advisorcensus.com/firm/actitrust-wealth-management-llc-plantation-fl-284827) ([md](https://advisorcensus.com/firm/actitrust-wealth-management-llc-plantation-fl-284827.md)) | 284827 | Plantation, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Alphabond LLC](https://advisorcensus.com/firm/alphabond-llc-palm-beach-fl-336339) ([md](https://advisorcensus.com/firm/alphabond-llc-palm-beach-fl-336339.md)) | 336339 | Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | Performance fee |
| [Anchor Wealth Management Group LLC](https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286) ([md](https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286.md)) | 329286 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Angelus Investment Consulting, Inc.](https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413) ([md](https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413.md)) | 281413 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Aragon Capital LLC](https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958) ([md](https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958.md)) | 166958 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Aragon Global Management, LP](https://advisorcensus.com/firm/aragon-global-management-lp-miami-fl-156043) ([md](https://advisorcensus.com/firm/aragon-global-management-lp-miami-fl-156043.md)) | 156043 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee |
| [Aventura Capital Management, LLC](https://advisorcensus.com/firm/aventura-capital-management-llc-boca-raton-fl-142478) ([md](https://advisorcensus.com/firm/aventura-capital-management-llc-boca-raton-fl-142478.md)) | 142478 | Boca Raton, FL | SEC-registered investment adviser | $25 million to $100 million | 19 | % of assets, Commissions |
| [Aventura Private Wealth, LLC](https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630) ([md](https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630.md)) | 332630 | Aventura, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Bice Wealth Management LLC](https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979) ([md](https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979.md)) | 323979 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Cardone Wealth Advisors](https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559) ([md](https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559.md)) | 337559 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 0 | 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Ethos Investment Advisory Group LLC](https://advisorcensus.com/firm/ethos-investment-advisory-group-llc-miami-fl-343593) ([md](https://advisorcensus.com/firm/ethos-investment-advisory-group-llc-miami-fl-343593.md)) | 343593 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Eurocapital Advisors, Inc](https://advisorcensus.com/firm/eurocapital-advisors-inc-miami-fl-126163) ([md](https://advisorcensus.com/firm/eurocapital-advisors-inc-miami-fl-126163.md)) | 126163 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Finaccess Advisors LLC](https://advisorcensus.com/firm/finaccess-advisors-llc-miami-fl-150697) ([md](https://advisorcensus.com/firm/finaccess-advisors-llc-miami-fl-150697.md)) | 150697 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Other |
| [Global Kandor Advisors, LLC](https://advisorcensus.com/firm/global-kandor-advisors-llc-miami-fl-308452) ([md](https://advisorcensus.com/firm/global-kandor-advisors-llc-miami-fl-308452.md)) | 308452 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Guerra Wealth Advisors](https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409) ([md](https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409.md)) | 282409 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [L&S Investment Advisors, LLC](https://advisorcensus.com/firm/l-and-s-investment-advisors-llc-miami-fl-285002) ([md](https://advisorcensus.com/firm/l-and-s-investment-advisors-llc-miami-fl-285002.md)) | 285002 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Other |
| [Level One Fund](https://advisorcensus.com/firm/level-one-fund-miami-fl-316294) ([md](https://advisorcensus.com/firm/level-one-fund-miami-fl-316294.md)) | 316294 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Level Ventures Management LLC](https://advisorcensus.com/firm/level-ventures-management-llc-sunny-isles-beach-fl-323733) ([md](https://advisorcensus.com/firm/level-ventures-management-llc-sunny-isles-beach-fl-323733.md)) | 323733 | Sunny Isles Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [LMPG Wealth Advisors, LLC](https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251) ([md](https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251.md)) | 328251 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Mariaca Wealth Management, LLC](https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001) ([md](https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001.md)) | 164001 | Wellington, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Matters Capital LLC](https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776) ([md](https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776.md)) | 333776 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [MG&A Wealth](https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866) ([md](https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866.md)) | 284866 | Plantation, FL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Mifel Wealth](https://advisorcensus.com/firm/mifel-wealth-miami-fl-342244) ([md](https://advisorcensus.com/firm/mifel-wealth-miami-fl-342244.md)) | 342244 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Nexwealth LLC](https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424) ([md](https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424.md)) | 311424 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [One + One Wealth Management, LLC](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906) ([md](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906.md)) | 310906 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Palm Peak Capital, LLC](https://advisorcensus.com/firm/palm-peak-capital-llc-boca-raton-fl-334986) ([md](https://advisorcensus.com/firm/palm-peak-capital-llc-boca-raton-fl-334986.md)) | 334986 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Palm Wealth Partners](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361) ([md](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361.md)) | 323361 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Picea Capital LLC](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775) ([md](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775.md)) | 307775 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Slavic Wealth Management, Inc.](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929) ([md](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929.md)) | 327929 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Together Wealth Group LLC](https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389) ([md](https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389.md)) | 341389 | Miami Beach, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Valor Advisors LLC](https://advisorcensus.com/firm/valor-advisors-llc-miami-fl-171358) ([md](https://advisorcensus.com/firm/valor-advisors-llc-miami-fl-171358.md)) | 171358 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee, Performance fee, Other |
| [Vector Technologies, LLC](https://advisorcensus.com/firm/vector-technologies-llc-miami-beach-fl-323237) ([md](https://advisorcensus.com/firm/vector-technologies-llc-miami-beach-fl-323237.md)) | 323237 | Miami Beach, FL | SEC-registered investment adviser | Not reported | 3 | Fixed fee |
| [Veltria Advisors Corp.](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514) ([md](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514.md)) | 189514 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Vizcaya Capital Partners LLC](https://advisorcensus.com/firm/vizcaya-capital-partners-llc-miami-fl-324032) ([md](https://advisorcensus.com/firm/vizcaya-capital-partners-llc-miami-fl-324032.md)) | 324032 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Whitestar Advisors, LLC](https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627) ([md](https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627.md)) | 124627 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee, Performance fee |
| [Winning Points Advisors, L.L.C.](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077) ([md](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077.md)) | 118077 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Zega Investments, LLC](https://advisorcensus.com/firm/zega-investments-llc-palm-beach-gardens-fl-330428) ([md](https://advisorcensus.com/firm/zega-investments-llc-palm-beach-gardens-fl-330428.md)) | 330428 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |

## Questions people ask

**Which financial advisors in Miami, FL have no account minimum?**
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.

**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 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 with no account minimum in Miami, FL: 47 firms from Form ADV filings as of October 2026.