{
  "path": "/advisors/fl/miami",
  "url": "https://advisorcensus.com/advisors/fl/miami/page/13",
  "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": 13,
  "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": 316301,
      "name": "Khelp Financial LLC",
      "name_as_filed": "KHELP FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/khelp-financial-llc-delray-beach-fl-316301",
      "city": "Delray Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170711,
      "name": "Khrom Capital Management",
      "name_as_filed": "KHROM CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/khrom-capital-management-miami-fl-170711",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317738,
      "name": "KI Capital Wealth Management US LLC",
      "name_as_filed": "KI CAPITAL WEALTH MANAGEMENT US LLC",
      "url": "https://advisorcensus.com/firm/ki-capital-wealth-management-us-llc-miami-fl-317738",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305498,
      "name": "KIG Investment Management, LLC",
      "name_as_filed": "KIG INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kig-investment-management-llc-key-biscayne-fl-305498",
      "city": "Key Biscayne",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339762,
      "name": "Kinea US Asset Management LLC",
      "name_as_filed": "KINEA US ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/kinea-us-asset-management-llc-coconut-grove-fl-339762",
      "city": "Coconut Grove",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 318097,
      "name": "Kinetic Partners Management, LP",
      "name_as_filed": "KINETIC PARTNERS MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/kinetic-partners-management-lp-miami-fl-318097",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269899,
      "name": "Kingdom Capital Management, Inc.",
      "name_as_filed": "KINGDOM CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/kingdom-capital-management-inc-palm-beach-gardens-fl-269899",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 131138,
      "name": "Kirtland Financial Management, Inc.",
      "name_as_filed": "KIRTLAND FINANCIAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156160,
      "name": "Klocke Capital Group, LLC",
      "name_as_filed": "KLOCKE CAPITAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160",
      "city": "Palm Beach",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285582,
      "name": "Klosters Capital",
      "name_as_filed": "KLOSTERS CAPITAL",
      "url": "https://advisorcensus.com/firm/klosters-capital-miami-fl-285582",
      "city": "Miami",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334509,
      "name": "KMD Investments Manager, LLC",
      "name_as_filed": "KMD INVESTMENTS MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/kmd-investments-manager-llc-boca-raton-fl-334509",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 159663,
      "name": "Kore Advisors LP",
      "name_as_filed": "KORE ADVISORS LP",
      "url": "https://advisorcensus.com/firm/kore-advisors-lp-boynton-beach-fl-159663",
      "city": "Boynton Beach",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140808,
      "name": "Kovack Advisors, Inc.",
      "name_as_filed": "KOVACK ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/kovack-advisors-inc-ft-lauderdale-fl-140808",
      "city": "Ft. Lauderdale",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337920,
      "name": "Kraken Adviser LLC",
      "name_as_filed": "KRAKEN ADVISER LLC",
      "url": "https://advisorcensus.com/firm/kraken-adviser-llc-fort-lauderdale-fl-337920",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156536,
      "name": "Kris Lewicki & Associates, LLC",
      "name_as_filed": "KRIS LEWICKI & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/kris-lewicki-and-associates-llc-coral-springs-fl-156536",
      "city": "Coral Springs",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150754,
      "name": "Krusen Capital Management, LLC",
      "name_as_filed": "KRUSEN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342420,
      "name": "Kutumb Investments LLC",
      "name_as_filed": "KUTUMB INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/kutumb-investments-llc-palm-beach-gardens-fl-342420",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337776,
      "name": "Kuyrkendall Capital",
      "name_as_filed": "KUYRKENDALL CAPITAL",
      "url": "https://advisorcensus.com/firm/kuyrkendall-capital-palm-beach-gardens-fl-337776",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337213,
      "name": "L 1 Global Wealth LLC",
      "name_as_filed": "L 1 GLOBAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/l-1-global-wealth-llc-coconut-grove-fl-337213",
      "city": "Coconut Grove",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 310223,
      "name": "L1 Capital Global Inc.",
      "name_as_filed": "L1 CAPITAL GLOBAL INC.",
      "url": "https://advisorcensus.com/firm/l1-capital-global-inc-miami-beach-fl-310223",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168691,
      "name": "Ladin Financial Group, Inc.",
      "name_as_filed": "LADIN FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/ladin-financial-group-inc-coral-gables-fl-168691",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331244,
      "name": "Lafise Global Advisors LLC",
      "name_as_filed": "LAFISE GLOBAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/lafise-global-advisors-llc-miami-fl-331244",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321112,
      "name": "Landing Financial Group, Inc.",
      "name_as_filed": "LANDING FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/landing-financial-group-inc-north-palm-beach-fl-321112",
      "city": "North Palm Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329543,
      "name": "Landmark Investment Partners, L.P.",
      "name_as_filed": "LANDMARK INVESTMENT PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/landmark-investment-partners-l-p-west-palm-beach-fl-329543",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307653,
      "name": "Larch Capital Partners LLC",
      "name_as_filed": "LARCH CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175077,
      "name": "LAS Olas Capital Advisors, LLC",
      "name_as_filed": "LAS OLAS CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/las-olas-capital-advisors-llc-fort-lauderdale-fl-175077",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340641,
      "name": "LAS Olas Capital Wealth LLC",
      "name_as_filed": "LAS OLAS CAPITAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304233,
      "name": "LAS Olas Venture Capital",
      "name_as_filed": "LAS OLAS VENTURE CAPITAL",
      "url": "https://advisorcensus.com/firm/las-olas-venture-capital-fort-lauderdale-fl-304233",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342826,
      "name": "Latin America Real Assets Capital Management LLC",
      "name_as_filed": "LATIN AMERICA REAL ASSETS CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/latin-america-real-assets-capital-management-llc-boca-raton-fl-342826",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 164117,
      "name": "Latin Securities Inc",
      "name_as_filed": "LATIN SECURITIES INC",
      "url": "https://advisorcensus.com/firm/latin-securities-inc-miami-fl-164117",
      "city": "Miami",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328601,
      "name": "Layla Capital Management, LP",
      "name_as_filed": "LAYLA CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/layla-capital-management-lp-boca-raton-fl-328601",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310252,
      "name": "Leatherback Asset Management, LLC",
      "name_as_filed": "LEATHERBACK ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/leatherback-asset-management-llc-palm-beach-gardens-fl-310252",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328708,
      "name": "Legacy Beyond Wealth LLC",
      "name_as_filed": "LEGACY BEYOND WEALTH LLC",
      "url": "https://advisorcensus.com/firm/legacy-beyond-wealth-llc-miami-fl-328708",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326117,
      "name": "Legacy Wealth Advisors, LLC",
      "name_as_filed": "LEGACY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117",
      "city": "North Miami Beach",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "500m_1b",
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      "crd_number": 323733,
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    },
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      "url": "https://advisorcensus.com/firm/lion-capital-advisors-llc-miami-fl-305440",
      "city": "Miami",
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    {
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      "name_as_filed": "LMPG WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251",
      "city": "Miami",
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    {
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    {
      "crd_number": 153632,
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      "city": "Palm Beach Gardens",
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  ],
  "states": [],
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  "siblings": {
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    "state": {
      "path": "/advisors/fl",
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    },
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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"
  }
}
