# Financial advisors in Miami, FL

> AdvisorCensus lists 1,113 investment advisory firms with a principal office in the Miami metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/page/11

## At a glance

- Investment advisory firms: 1,113
- Registration: SEC-registered investment adviser: 614, State-registered investment adviser: 267, Exempt reporting adviser: 232
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 178 (20%); Percentage of assets 833 (95%); Hourly charges 221 (25%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 343 (39%); Commissions 12 (1%); Performance-based fees 360 (41%); Other 161 (18%); No compensation arrangements reported 232
- Regulatory assets under management (Item 5.F): Under $25 million 155 (14%); $25 million to $100 million 116 (10%); $100 million to $500 million 291 (26%); $500 million to $1 billion 90 (8%); $1 billion to $5 billion 118 (11%); Over $5 billion 60 (5%); Not reported 283 (25%)
- Years registered: Under 5 years 573 (51%); 5 to 9 years 243 (22%); 10 to 19 years 212 (19%); 20 years or more 83 (7%); Not reported 2 (0%)

## Firms (page 11 of 23, 501 to 550 of 1,113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Hachiko Financial USA Corp.](https://advisorcensus.com/firm/hachiko-financial-usa-corp-coral-gables-fl-299816) ([md](https://advisorcensus.com/firm/hachiko-financial-usa-corp-coral-gables-fl-299816.md)) | 299816 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Halmos Capital Partners LLC](https://advisorcensus.com/firm/halmos-capital-partners-llc-coral-gables-fl-289029) ([md](https://advisorcensus.com/firm/halmos-capital-partners-llc-coral-gables-fl-289029.md)) | 289029 | Coral Gables, FL | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Harbinger Financial Consultants, LLC](https://advisorcensus.com/firm/harbinger-financial-consultants-llc-boca-raton-fl-283392) ([md](https://advisorcensus.com/firm/harbinger-financial-consultants-llc-boca-raton-fl-283392.md)) | 283392 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Harbor Advisors](https://advisorcensus.com/firm/harbor-advisors-west-palm-beach-fl-312432) ([md](https://advisorcensus.com/firm/harbor-advisors-west-palm-beach-fl-312432.md)) | 312432 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Harbor Ithaka](https://advisorcensus.com/firm/harbor-ithaka-aventura-fl-170580) ([md](https://advisorcensus.com/firm/harbor-ithaka-aventura-fl-170580.md)) | 170580 | Aventura, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Harder Management Company, Inc.](https://advisorcensus.com/firm/harder-management-company-inc-palm-beach-fl-105848) ([md](https://advisorcensus.com/firm/harder-management-company-inc-palm-beach-fl-105848.md)) | 105848 | Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Harlan Capital Partners LLC](https://advisorcensus.com/firm/harlan-capital-partners-llc-palm-beach-fl-163718) ([md](https://advisorcensus.com/firm/harlan-capital-partners-llc-palm-beach-fl-163718.md)) | 163718 | Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee |
| [Harpian LLC](https://advisorcensus.com/firm/harpian-llc-miami-fl-342112) ([md](https://advisorcensus.com/firm/harpian-llc-miami-fl-342112.md)) | 342112 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Hartmann Capital, LLC](https://advisorcensus.com/firm/hartmann-capital-llc-boca-raton-fl-318037) ([md](https://advisorcensus.com/firm/hartmann-capital-llc-boca-raton-fl-318037.md)) | 318037 | Boca Raton, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Harvey Capital Management Inc](https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224) ([md](https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224.md)) | 106224 | Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets |
| [Hawkeye Capital Management, LLC](https://advisorcensus.com/firm/hawkeye-capital-management-llc-miami-beach-fl-157316) ([md](https://advisorcensus.com/firm/hawkeye-capital-management-llc-miami-beach-fl-157316.md)) | 157316 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Heeney Capital](https://advisorcensus.com/firm/heeney-capital-west-palm-beach-fl-337447) ([md](https://advisorcensus.com/firm/heeney-capital-west-palm-beach-fl-337447.md)) | 337447 | West Palm Beach, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Heller Private Wealth](https://advisorcensus.com/firm/heller-private-wealth-fort-lauderdale-fl-324272) ([md](https://advisorcensus.com/firm/heller-private-wealth-fort-lauderdale-fl-324272.md)) | 324272 | Fort Lauderdale, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Helm Investment Partners, LLC](https://advisorcensus.com/firm/helm-investment-partners-llc-miami-fl-298388) ([md](https://advisorcensus.com/firm/helm-investment-partners-llc-miami-fl-298388.md)) | 298388 | Miami, FL | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Henley USA, LLC](https://advisorcensus.com/firm/henley-usa-llc-florida-fl-298789) ([md](https://advisorcensus.com/firm/henley-usa-llc-florida-fl-298789.md)) | 298789 | Florida, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Heritage Investment Group, Inc.](https://advisorcensus.com/firm/heritage-investment-group-inc-pompano-beach-fl-113204) ([md](https://advisorcensus.com/firm/heritage-investment-group-inc-pompano-beach-fl-113204.md)) | 113204 | Pompano Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets |
| [Hidden Harbor Capital Management, L.P.](https://advisorcensus.com/firm/hidden-harbor-capital-management-l-p-boca-raton-fl-285401) ([md](https://advisorcensus.com/firm/hidden-harbor-capital-management-l-p-boca-raton-fl-285401.md)) | 285401 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Highpost Capital, LLC](https://advisorcensus.com/firm/highpost-capital-llc-west-palm-beach-fl-307798) ([md](https://advisorcensus.com/firm/highpost-capital-llc-west-palm-beach-fl-307798.md)) | 307798 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Highrise Wealth Management](https://advisorcensus.com/firm/highrise-wealth-management-miami-fl-316327) ([md](https://advisorcensus.com/firm/highrise-wealth-management-miami-fl-316327.md)) | 316327 | Miami, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Hinkle Financial Services LLC](https://advisorcensus.com/firm/hinkle-financial-services-llc-pompano-beach-fl-336451) ([md](https://advisorcensus.com/firm/hinkle-financial-services-llc-pompano-beach-fl-336451.md)) | 336451 | Pompano Beach, FL | State-registered investment adviser | Not reported | 1 | Hourly, Other |
| [HK Management LLC](https://advisorcensus.com/firm/hk-management-llc-miami-fl-307215) ([md](https://advisorcensus.com/firm/hk-management-llc-miami-fl-307215.md)) | 307215 | Miami, FL | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Hobe Mountain Capital Management LLC](https://advisorcensus.com/firm/hobe-mountain-capital-management-llc-west-palm-beach-fl-338577) ([md](https://advisorcensus.com/firm/hobe-mountain-capital-management-llc-west-palm-beach-fl-338577.md)) | 338577 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Holdco Asset Management, LP](https://advisorcensus.com/firm/holdco-asset-management-lp-fort-lauderdale-fl-167054) ([md](https://advisorcensus.com/firm/holdco-asset-management-lp-fort-lauderdale-fl-167054.md)) | 167054 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | Performance fee |
| [Holistic Asset Management, LLC](https://advisorcensus.com/firm/holistic-asset-management-llc-miami-fl-156789) ([md](https://advisorcensus.com/firm/holistic-asset-management-llc-miami-fl-156789.md)) | 156789 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Performance fee |
| [Hollander Asset Management LLC](https://advisorcensus.com/firm/hollander-asset-management-llc-miami-fl-150343) ([md](https://advisorcensus.com/firm/hollander-asset-management-llc-miami-fl-150343.md)) | 150343 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee, Performance fee |
| [Hood River Capital Management LLC](https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089) ([md](https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089.md)) | 166089 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee |
| [Horizon Founders Capital, LLC](https://advisorcensus.com/firm/horizon-founders-capital-llc-miami-beach-fl-319256) ([md](https://advisorcensus.com/firm/horizon-founders-capital-llc-miami-beach-fl-319256.md)) | 319256 | Miami Beach, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Horowitz & Company, Inc.](https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737) ([md](https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737.md)) | 106737 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [HQ Capital Private Equity LLC](https://advisorcensus.com/firm/hq-capital-private-equity-llc-miami-fl-134231) ([md](https://advisorcensus.com/firm/hq-capital-private-equity-llc-miami-fl-134231.md)) | 134231 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee |
| [Hudson Trading Group](https://advisorcensus.com/firm/hudson-trading-group-jupiter-fl-307840) ([md](https://advisorcensus.com/firm/hudson-trading-group-jupiter-fl-307840.md)) | 307840 | Jupiter, FL | State-registered investment adviser | Not reported | 3 | % of assets |
| [Hudson Value Partners, LLC](https://advisorcensus.com/firm/hudson-value-partners-llc-palm-beach-fl-301325) ([md](https://advisorcensus.com/firm/hudson-value-partners-llc-palm-beach-fl-301325.md)) | 301325 | Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Humbition Management, LLC](https://advisorcensus.com/firm/humbition-management-llc-miami-fl-290641) ([md](https://advisorcensus.com/firm/humbition-management-llc-miami-fl-290641.md)) | 290641 | Miami, FL | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [I Squared Capital Advisors (US) LLC](https://advisorcensus.com/firm/i-squared-capital-advisors-us-llc-miami-fl-168339) ([md](https://advisorcensus.com/firm/i-squared-capital-advisors-us-llc-miami-fl-168339.md)) | 168339 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee |
| [IBD Wealth Management, LLC](https://advisorcensus.com/firm/ibd-wealth-management-llc-boca-raton-fl-308567) ([md](https://advisorcensus.com/firm/ibd-wealth-management-llc-boca-raton-fl-308567.md)) | 308567 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Performance fee |
| [Ibex Wealth Advisors, LLC](https://advisorcensus.com/firm/ibex-wealth-advisors-llc-west-palm-beach-fl-168674) ([md](https://advisorcensus.com/firm/ibex-wealth-advisors-llc-west-palm-beach-fl-168674.md)) | 168674 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Icebridge Financial Group](https://advisorcensus.com/firm/icebridge-financial-group-boca-raton-fl-323346) ([md](https://advisorcensus.com/firm/icebridge-financial-group-boca-raton-fl-323346.md)) | 323346 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [ICV Partners, LLC](https://advisorcensus.com/firm/icv-partners-llc-miami-fl-160651) ([md](https://advisorcensus.com/firm/icv-partners-llc-miami-fl-160651.md)) | 160651 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [III Capital Management](https://advisorcensus.com/firm/iii-capital-management-boca-raton-fl-113539) ([md](https://advisorcensus.com/firm/iii-capital-management-boca-raton-fl-113539.md)) | 113539 | Boca Raton, FL | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee, Other |
| [Ikalon Advisors LLC](https://advisorcensus.com/firm/ikalon-advisors-llc-miami-fl-332654) ([md](https://advisorcensus.com/firm/ikalon-advisors-llc-miami-fl-332654.md)) | 332654 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Imperial Fund Asset Management LLC](https://advisorcensus.com/firm/imperial-fund-asset-management-llc-fort-lauderdale-fl-317525) ([md](https://advisorcensus.com/firm/imperial-fund-asset-management-llc-fort-lauderdale-fl-317525.md)) | 317525 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Performance fee |
| [IMZ Advisory Inc.](https://advisorcensus.com/firm/imz-advisory-inc-boca-raton-fl-314890) ([md](https://advisorcensus.com/firm/imz-advisory-inc-boca-raton-fl-314890.md)) | 314890 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [In on Capital](https://advisorcensus.com/firm/in-on-capital-miami-fl-290038) ([md](https://advisorcensus.com/firm/in-on-capital-miami-fl-290038.md)) | 290038 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [In-Depth Partners, LLC](https://advisorcensus.com/firm/in-depth-partners-llc-miami-beach-fl-311454) ([md](https://advisorcensus.com/firm/in-depth-partners-llc-miami-beach-fl-311454.md)) | 311454 | Miami Beach, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Inca Investments, LLC](https://advisorcensus.com/firm/inca-investments-llc-miami-fl-131194) ([md](https://advisorcensus.com/firm/inca-investments-llc-miami-fl-131194.md)) | 131194 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Performance fee |
| [Independent Wealth, LLC](https://advisorcensus.com/firm/independent-wealth-llc-miami-fl-310050) ([md](https://advisorcensus.com/firm/independent-wealth-llc-miami-fl-310050.md)) | 310050 | Miami, FL | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee, Other |
| [Indian River Financial Group, Inc.](https://advisorcensus.com/firm/indian-river-financial-group-inc-delray-beach-fl-137197) ([md](https://advisorcensus.com/firm/indian-river-financial-group-inc-delray-beach-fl-137197.md)) | 137197 | Delray Beach, FL | State-registered investment adviser | Not reported | 25 | % of assets, Hourly, Fixed fee, Other |
| [Industrial Development Funding LLC](https://advisorcensus.com/firm/industrial-development-funding-llc-miami-beach-fl-298015) ([md](https://advisorcensus.com/firm/industrial-development-funding-llc-miami-beach-fl-298015.md)) | 298015 | Miami Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee, Other |
| [Infinite Capital LLC](https://advisorcensus.com/firm/infinite-capital-llc-west-palm-beach-fl-319403) ([md](https://advisorcensus.com/firm/infinite-capital-llc-west-palm-beach-fl-319403.md)) | 319403 | West Palm Beach, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Infinitum Asset Management, LLC](https://advisorcensus.com/firm/infinitum-asset-management-llc-fort-lauderdale-fl-333552) ([md](https://advisorcensus.com/firm/infinitum-asset-management-llc-fort-lauderdale-fl-333552.md)) | 333552 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [INFINITY9](https://advisorcensus.com/firm/infinity9-miami-fl-330526) ([md](https://advisorcensus.com/firm/infinity9-miami-fl-330526.md)) | 330526 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |

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## Questions people ask

**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 Miami, FL](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md)
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- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/fl/miami.csv

Cite as: AdvisorCensus. Financial advisors in Miami, FL: 1,113 firms from Form ADV filings as of October 2026.