{
  "path": "/advisors/fl/miami",
  "url": "https://advisorcensus.com/advisors/fl/miami/page/12",
  "page_type": "metro",
  "title": "Financial advisors in Miami, FL",
  "filters": {},
  "scope_total": 1113,
  "faq": [
    {
      "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 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.",
  "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 in Miami, FL: 1,113 firms from Form ADV filings as of October 2026.",
  "total_firms": 1113,
  "page": 12,
  "total_pages": 23,
  "sort": "name",
  "registration_types": {
    "sec": 614,
    "state": 267,
    "exempt": 232
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 178
    },
    {
      "code": "percentage_of_aum",
      "count": 833
    },
    {
      "code": "hourly",
      "count": 221
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 343
    },
    {
      "code": "commissions",
      "count": 12
    },
    {
      "code": "performance_based",
      "count": 360
    },
    {
      "code": "other",
      "count": 161
    },
    {
      "code": "not_reported",
      "count": 232
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 573
    },
    {
      "code": "5_to_9",
      "count": 243
    },
    {
      "code": "10_to_19",
      "count": 212
    },
    {
      "code": "20_plus",
      "count": 83
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 155
    },
    {
      "code": "25m_100m",
      "count": 116
    },
    {
      "code": "100m_500m",
      "count": 291
    },
    {
      "code": "500m_1b",
      "count": 90
    },
    {
      "code": "1b_5b",
      "count": 118
    },
    {
      "code": "over_5b",
      "count": 60
    },
    {
      "code": "not_reported",
      "count": 283
    }
  ],
  "firms": [
    {
      "crd_number": 340616,
      "name": "Inflection Point Asset Management LLC",
      "name_as_filed": "INFLECTION POINT ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/inflection-point-asset-management-llc-miami-beach-fl-340616",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 106299,
      "name": "Ingham Retirement Group",
      "name_as_filed": "INGHAM RETIREMENT GROUP",
      "url": "https://advisorcensus.com/firm/ingham-retirement-group-miami-fl-106299",
      "city": "Miami",
      "state": "FL",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297154,
      "name": "Inlet Private Wealth, LLC",
      "name_as_filed": "INLET PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318958,
      "name": "Innova Advisors",
      "name_as_filed": "INNOVA ADVISORS",
      "url": "https://advisorcensus.com/firm/innova-advisors-coral-gables-fl-318958",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339542,
      "name": "Insight Wealth Management LLC",
      "name_as_filed": "INSIGHT WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/insight-wealth-management-llc-plantation-fl-339542",
      "city": "Plantation",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282589,
      "name": "Insigneo Advisory Services, LLC",
      "name_as_filed": "INSIGNEO ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/insigneo-advisory-services-llc-miami-fl-282589",
      "city": "Miami",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119232,
      "name": "Intech",
      "name_as_filed": "INTECH",
      "url": "https://advisorcensus.com/firm/intech-west-palm-beach-fl-119232",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165007,
      "name": "Integrated Financial Strategies, LLC",
      "name_as_filed": "INTEGRATED FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/integrated-financial-strategies-llc-fort-lauderdale-fl-165007",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300013,
      "name": "Integrated Retirement Advisors, LLC",
      "name_as_filed": "INTEGRATED RETIREMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/integrated-retirement-advisors-llc-west-palm-beach-fl-300013",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336420,
      "name": "Inter Advisors LLC",
      "name_as_filed": "INTER ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/inter-advisors-llc-miami-fl-336420",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334212,
      "name": "Inter US Management, LLC",
      "name_as_filed": "INTER US MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/inter-us-management-llc-miami-fl-334212",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323039,
      "name": "Invenio Wealth Partners, LLC",
      "name_as_filed": "INVENIO WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310003,
      "name": "Inveris US LLC",
      "name_as_filed": "INVERIS US LLC",
      "url": "https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318065,
      "name": "Inversiones Sura",
      "name_as_filed": "INVERSIONES SURA",
      "url": "https://advisorcensus.com/firm/inversiones-sura-miami-fl-318065",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322441,
      "name": "Investment Advisors of America, LLC",
      "name_as_filed": "INVESTMENT ADVISORS OF AMERICA, LLC",
      "url": "https://advisorcensus.com/firm/investment-advisors-of-america-llc-palm-beach-gardens-fl-322441",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164519,
      "name": "Invex Advisors LLC",
      "name_as_filed": "INVEX ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/invex-advisors-llc-coral-gables-fl-164519",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328201,
      "name": "Invex Next, LLC",
      "name_as_filed": "INVEX NEXT, LLC",
      "url": "https://advisorcensus.com/firm/invex-next-llc-coral-gables-fl-328201",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316853,
      "name": "Ipcp Management, LLC",
      "name_as_filed": "IPCP MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ipcp-management-llc-boca-raton-fl-316853",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307934,
      "name": "Isam Funds (USA) LLC",
      "name_as_filed": "ISAM FUNDS (USA) LLC",
      "url": "https://advisorcensus.com/firm/isam-funds-usa-llc-boca-raton-fl-307934",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320841,
      "name": "Isgam US LLC",
      "name_as_filed": "ISGAM US LLC",
      "url": "https://advisorcensus.com/firm/isgam-us-llc-west-palm-beach-fl-320841",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332721,
      "name": "ISQ Openinfra Registered Advisor LLC",
      "name_as_filed": "ISQ OPENINFRA REGISTERED ADVISOR LLC",
      "url": "https://advisorcensus.com/firm/isq-openinfra-registered-advisor-llc-miami-fl-332721",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317760,
      "name": "ISV Management Company, LLC",
      "name_as_filed": "ISV MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/isv-management-company-llc-west-palm-beach-fl-317760",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339779,
      "name": "ISV MC, LLC",
      "name_as_filed": "ISV MC, LLC",
      "url": "https://advisorcensus.com/firm/isv-mc-llc-west-palm-beach-fl-339779",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 144769,
      "name": "Itau International Securities Inc.",
      "name_as_filed": "ITAU INTERNATIONAL SECURITIES INC.",
      "url": "https://advisorcensus.com/firm/itau-international-securities-inc-miami-fl-144769",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153630,
      "name": "IUR Capital, LLC",
      "name_as_filed": "IUR CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/iur-capital-llc-miami-fl-153630",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320809,
      "name": "JAB Capital Management, LLC",
      "name_as_filed": "JAB CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jab-capital-management-llc-miami-beach-fl-320809",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 169571,
      "name": "Jaguar Growth Asset Management, LLC",
      "name_as_filed": "JAGUAR GROWTH ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jaguar-growth-asset-management-llc-miami-fl-169571",
      "city": "Miami",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334190,
      "name": "James Equity Management, LLC",
      "name_as_filed": "JAMES EQUITY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/james-equity-management-llc-miami-fl-334190",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342150,
      "name": "Jasper Steward",
      "name_as_filed": "JASPER STEWARD",
      "url": "https://advisorcensus.com/firm/jasper-steward-miramar-fl-342150",
      "city": "Miramar",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341236,
      "name": "JC Venture Capital Investments LLC",
      "name_as_filed": "JC VENTURE CAPITAL INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/jc-venture-capital-investments-llc-oakland-park-fl-341236",
      "city": "Oakland Park",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141614,
      "name": "Jeffrey R. Jacobs, CPA",
      "name_as_filed": "JEFFREY R. JACOBS, CPA",
      "url": "https://advisorcensus.com/firm/jeffrey-r-jacobs-cpa-miami-fl-141614",
      "city": "Miami",
      "state": "FL",
      "years_registered": 27,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125929,
      "name": "Jessnick Capital Management,llc",
      "name_as_filed": "JESSNICK CAPITAL MANAGEMENT,LLC",
      "url": "https://advisorcensus.com/firm/jessnick-capital-management-llc-miami-beach-fl-125929",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 334415,
      "name": "Jessurum Capital",
      "name_as_filed": "JESSURUM CAPITAL",
      "url": "https://advisorcensus.com/firm/jessurum-capital-miami-fl-334415",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297564,
      "name": "JKM Wealth Management Inc",
      "name_as_filed": "JKM WEALTH MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/jkm-wealth-management-inc-boca-raton-fl-297564",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343091,
      "name": "Junipero Capital Management LLC",
      "name_as_filed": "JUNIPERO CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/junipero-capital-management-llc-miami-fl-343091",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324787,
      "name": "Jurick Financial Services",
      "name_as_filed": "JURICK FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/jurick-financial-services-parkland-fl-324787",
      "city": "Parkland",
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      },
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      },
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  "csv": "https://advisorcensus.com/advisors/fl/miami.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}