# 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/13

## 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 13 of 23, 601 to 650 of 1,113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Khelp Financial LLC](https://advisorcensus.com/firm/khelp-financial-llc-delray-beach-fl-316301) ([md](https://advisorcensus.com/firm/khelp-financial-llc-delray-beach-fl-316301.md)) | 316301 | Delray Beach, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Khrom Capital Management](https://advisorcensus.com/firm/khrom-capital-management-miami-fl-170711) ([md](https://advisorcensus.com/firm/khrom-capital-management-miami-fl-170711.md)) | 170711 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [KI Capital Wealth Management US LLC](https://advisorcensus.com/firm/ki-capital-wealth-management-us-llc-miami-fl-317738) ([md](https://advisorcensus.com/firm/ki-capital-wealth-management-us-llc-miami-fl-317738.md)) | 317738 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [KIG Investment Management, LLC](https://advisorcensus.com/firm/kig-investment-management-llc-key-biscayne-fl-305498) ([md](https://advisorcensus.com/firm/kig-investment-management-llc-key-biscayne-fl-305498.md)) | 305498 | Key Biscayne, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Kinea US Asset Management LLC](https://advisorcensus.com/firm/kinea-us-asset-management-llc-coconut-grove-fl-339762) ([md](https://advisorcensus.com/firm/kinea-us-asset-management-llc-coconut-grove-fl-339762.md)) | 339762 | Coconut Grove, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Kinetic Partners Management, LP](https://advisorcensus.com/firm/kinetic-partners-management-lp-miami-fl-318097) ([md](https://advisorcensus.com/firm/kinetic-partners-management-lp-miami-fl-318097.md)) | 318097 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Kingdom Capital Management, Inc.](https://advisorcensus.com/firm/kingdom-capital-management-inc-palm-beach-gardens-fl-269899) ([md](https://advisorcensus.com/firm/kingdom-capital-management-inc-palm-beach-gardens-fl-269899.md)) | 269899 | Palm Beach Gardens, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Kirtland Financial Management, Inc.](https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138) ([md](https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138.md)) | 131138 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly |
| [Klocke Capital Group, LLC](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160) ([md](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160.md)) | 156160 | Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Klosters Capital](https://advisorcensus.com/firm/klosters-capital-miami-fl-285582) ([md](https://advisorcensus.com/firm/klosters-capital-miami-fl-285582.md)) | 285582 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Other |
| [KMD Investments Manager, LLC](https://advisorcensus.com/firm/kmd-investments-manager-llc-boca-raton-fl-334509) ([md](https://advisorcensus.com/firm/kmd-investments-manager-llc-boca-raton-fl-334509.md)) | 334509 | Boca Raton, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Kore Advisors LP](https://advisorcensus.com/firm/kore-advisors-lp-boynton-beach-fl-159663) ([md](https://advisorcensus.com/firm/kore-advisors-lp-boynton-beach-fl-159663.md)) | 159663 | Boynton Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Kovack Advisors, Inc.](https://advisorcensus.com/firm/kovack-advisors-inc-ft-lauderdale-fl-140808) ([md](https://advisorcensus.com/firm/kovack-advisors-inc-ft-lauderdale-fl-140808.md)) | 140808 | Ft. Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Hourly, Fixed fee, Other |
| [Kraken Adviser LLC](https://advisorcensus.com/firm/kraken-adviser-llc-fort-lauderdale-fl-337920) ([md](https://advisorcensus.com/firm/kraken-adviser-llc-fort-lauderdale-fl-337920.md)) | 337920 | Fort Lauderdale, FL | SEC-registered investment adviser | Under $25 million | 1 | Other |
| [Kris Lewicki & Associates, LLC](https://advisorcensus.com/firm/kris-lewicki-and-associates-llc-coral-springs-fl-156536) ([md](https://advisorcensus.com/firm/kris-lewicki-and-associates-llc-coral-springs-fl-156536.md)) | 156536 | Coral Springs, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Other |
| [Krusen Capital Management, LLC](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754) ([md](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754.md)) | 150754 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Kutumb Investments LLC](https://advisorcensus.com/firm/kutumb-investments-llc-palm-beach-gardens-fl-342420) ([md](https://advisorcensus.com/firm/kutumb-investments-llc-palm-beach-gardens-fl-342420.md)) | 342420 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Kuyrkendall Capital](https://advisorcensus.com/firm/kuyrkendall-capital-palm-beach-gardens-fl-337776) ([md](https://advisorcensus.com/firm/kuyrkendall-capital-palm-beach-gardens-fl-337776.md)) | 337776 | Palm Beach Gardens, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [L 1 Global Wealth LLC](https://advisorcensus.com/firm/l-1-global-wealth-llc-coconut-grove-fl-337213) ([md](https://advisorcensus.com/firm/l-1-global-wealth-llc-coconut-grove-fl-337213.md)) | 337213 | Coconut Grove, FL | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets |
| [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 |
| [L1 Capital Global Inc.](https://advisorcensus.com/firm/l1-capital-global-inc-miami-beach-fl-310223) ([md](https://advisorcensus.com/firm/l1-capital-global-inc-miami-beach-fl-310223.md)) | 310223 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Ladin Financial Group, Inc.](https://advisorcensus.com/firm/ladin-financial-group-inc-coral-gables-fl-168691) ([md](https://advisorcensus.com/firm/ladin-financial-group-inc-coral-gables-fl-168691.md)) | 168691 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Lafise Global Advisors LLC](https://advisorcensus.com/firm/lafise-global-advisors-llc-miami-fl-331244) ([md](https://advisorcensus.com/firm/lafise-global-advisors-llc-miami-fl-331244.md)) | 331244 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Landing Financial Group, Inc.](https://advisorcensus.com/firm/landing-financial-group-inc-north-palm-beach-fl-321112) ([md](https://advisorcensus.com/firm/landing-financial-group-inc-north-palm-beach-fl-321112.md)) | 321112 | North Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Landmark Investment Partners, L.P.](https://advisorcensus.com/firm/landmark-investment-partners-l-p-west-palm-beach-fl-329543) ([md](https://advisorcensus.com/firm/landmark-investment-partners-l-p-west-palm-beach-fl-329543.md)) | 329543 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Larch Capital Partners LLC](https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653) ([md](https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653.md)) | 307653 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [LAS Olas Capital Advisors, LLC](https://advisorcensus.com/firm/las-olas-capital-advisors-llc-fort-lauderdale-fl-175077) ([md](https://advisorcensus.com/firm/las-olas-capital-advisors-llc-fort-lauderdale-fl-175077.md)) | 175077 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [LAS Olas Capital Wealth LLC](https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641) ([md](https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641.md)) | 340641 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [LAS Olas Venture Capital](https://advisorcensus.com/firm/las-olas-venture-capital-fort-lauderdale-fl-304233) ([md](https://advisorcensus.com/firm/las-olas-venture-capital-fort-lauderdale-fl-304233.md)) | 304233 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee, Other |
| [Latin America Real Assets Capital Management LLC](https://advisorcensus.com/firm/latin-america-real-assets-capital-management-llc-boca-raton-fl-342826) ([md](https://advisorcensus.com/firm/latin-america-real-assets-capital-management-llc-boca-raton-fl-342826.md)) | 342826 | Boca Raton, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Latin Securities Inc](https://advisorcensus.com/firm/latin-securities-inc-miami-fl-164117) ([md](https://advisorcensus.com/firm/latin-securities-inc-miami-fl-164117.md)) | 164117 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [Layla Capital Management, LP](https://advisorcensus.com/firm/layla-capital-management-lp-boca-raton-fl-328601) ([md](https://advisorcensus.com/firm/layla-capital-management-lp-boca-raton-fl-328601.md)) | 328601 | Boca Raton, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Leatherback Asset Management, LLC](https://advisorcensus.com/firm/leatherback-asset-management-llc-palm-beach-gardens-fl-310252) ([md](https://advisorcensus.com/firm/leatherback-asset-management-llc-palm-beach-gardens-fl-310252.md)) | 310252 | Palm Beach Gardens, FL | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Legacy Beyond Wealth LLC](https://advisorcensus.com/firm/legacy-beyond-wealth-llc-miami-fl-328708) ([md](https://advisorcensus.com/firm/legacy-beyond-wealth-llc-miami-fl-328708.md)) | 328708 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117.md)) | 326117 | North Miami Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Leste Capital Partners (Florida), LLC](https://advisorcensus.com/firm/leste-capital-partners-florida-llc-miami-fl-285179) ([md](https://advisorcensus.com/firm/leste-capital-partners-florida-llc-miami-fl-285179.md)) | 285179 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee, Other |
| [Leste USA, LLC](https://advisorcensus.com/firm/leste-usa-llc-miami-fl-301289) ([md](https://advisorcensus.com/firm/leste-usa-llc-miami-fl-301289.md)) | 301289 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | Fixed fee, Performance fee |
| [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 One Global Fund I GP, LLC](https://advisorcensus.com/firm/level-one-global-fund-i-gp-llc-miami-fl-306749) ([md](https://advisorcensus.com/firm/level-one-global-fund-i-gp-llc-miami-fl-306749.md)) | 306749 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Lifecraft Wealth Management](https://advisorcensus.com/firm/lifecraft-wealth-management-sunrise-fl-329797) ([md](https://advisorcensus.com/firm/lifecraft-wealth-management-sunrise-fl-329797.md)) | 329797 | Sunrise, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Lifeinvest Wealth Management, Ltd](https://advisorcensus.com/firm/lifeinvest-wealth-management-ltd-miami-fl-146966) ([md](https://advisorcensus.com/firm/lifeinvest-wealth-management-ltd-miami-fl-146966.md)) | 146966 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee, Other |
| [Lifespan Financial Strategies, Inc.](https://advisorcensus.com/firm/lifespan-financial-strategies-inc-weston-fl-119800) ([md](https://advisorcensus.com/firm/lifespan-financial-strategies-inc-weston-fl-119800.md)) | 119800 | Weston, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Lighthouse Investment Partners, LLC](https://advisorcensus.com/firm/lighthouse-investment-partners-llc-palm-beach-gardens-fl-136591) ([md](https://advisorcensus.com/firm/lighthouse-investment-partners-llc-palm-beach-gardens-fl-136591.md)) | 136591 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee, Performance fee, Other |
| [Lightview Capital, LLC](https://advisorcensus.com/firm/lightview-capital-llc-west-palm-beach-fl-306106) ([md](https://advisorcensus.com/firm/lightview-capital-llc-west-palm-beach-fl-306106.md)) | 306106 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee, Other |
| [Lincoln Road](https://advisorcensus.com/firm/lincoln-road-miami-fl-328969) ([md](https://advisorcensus.com/firm/lincoln-road-miami-fl-328969.md)) | 328969 | Miami, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Lion Capital Advisors LLC](https://advisorcensus.com/firm/lion-capital-advisors-llc-miami-fl-305440) ([md](https://advisorcensus.com/firm/lion-capital-advisors-llc-miami-fl-305440.md)) | 305440 | Miami, FL | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [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 |
| [Locust Point Capital](https://advisorcensus.com/firm/locust-point-capital-miami-fl-286689) ([md](https://advisorcensus.com/firm/locust-point-capital-miami-fl-286689.md)) | 286689 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Long Short Advisors, LLC](https://advisorcensus.com/firm/long-short-advisors-llc-palm-beach-gardens-fl-153632) ([md](https://advisorcensus.com/firm/long-short-advisors-llc-palm-beach-gardens-fl-153632.md)) | 153632 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |

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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 Ft. Lauderdale, FL](https://advisorcensus.com/advisors/fl/miami/ft-lauderdale) (https://advisorcensus.com/advisors/fl/miami/ft-lauderdale.md)
- [Financial advisors in Tampa](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [Financial advisors in Orlando](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Financial advisors in Jacksonville](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [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.