# Financial advisors in Miami, FL

> Find financial advisors in Miami, FL. AdvisorCensus lists 1,113 investment advisory firms with a principal office in the Miami metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/page/14

## 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 14 of 23, 651 to 700 of 1,113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Longman Wealthcare Management, LLC](https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555) ([md](https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555.md)) | 110555 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Longship LLC](https://advisorcensus.com/firm/longship-llc-miami-fl-342196) ([md](https://advisorcensus.com/firm/longship-llc-miami-fl-342196.md)) | 342196 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Loop Capital Asset Management](https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280) ([md](https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280.md)) | 149280 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee |
| [Lorient Capital Management, LLC](https://advisorcensus.com/firm/lorient-capital-management-llc-miami-fl-289572) ([md](https://advisorcensus.com/firm/lorient-capital-management-llc-miami-fl-289572.md)) | 289572 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Loyola Asset Management LLC](https://advisorcensus.com/firm/loyola-asset-management-llc-coral-gables-fl-153255) ([md](https://advisorcensus.com/firm/loyola-asset-management-llc-coral-gables-fl-153255.md)) | 153255 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [LRI Investments](https://advisorcensus.com/firm/lri-investments-palm-beach-gardens-fl-323556) ([md](https://advisorcensus.com/firm/lri-investments-palm-beach-gardens-fl-323556.md)) | 323556 | Palm Beach Gardens, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [LRZ Capital LLC](https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746) ([md](https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746.md)) | 333746 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee, Performance fee, Other |
| [LS BDC Adviser, LLC](https://advisorcensus.com/firm/ls-bdc-adviser-llc-miami-fl-313799) ([md](https://advisorcensus.com/firm/ls-bdc-adviser-llc-miami-fl-313799.md)) | 313799 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Lumerity Capital Management, LLC](https://advisorcensus.com/firm/lumerity-capital-management-llc-sunny-isles-beach-fl-174219) ([md](https://advisorcensus.com/firm/lumerity-capital-management-llc-sunny-isles-beach-fl-174219.md)) | 174219 | Sunny Isles Beach, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Lvna Management LLC](https://advisorcensus.com/firm/lvna-management-llc-coral-gables-fl-317105) ([md](https://advisorcensus.com/firm/lvna-management-llc-coral-gables-fl-317105.md)) | 317105 | Coral Gables, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [LVR Research, LLC](https://advisorcensus.com/firm/lvr-research-llc-delray-beach-fl-174438) ([md](https://advisorcensus.com/firm/lvr-research-llc-delray-beach-fl-174438.md)) | 174438 | Delray Beach, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Lynett Capital Management, LLC](https://advisorcensus.com/firm/lynett-capital-management-llc-jupiter-fl-299903) ([md](https://advisorcensus.com/firm/lynett-capital-management-llc-jupiter-fl-299903.md)) | 299903 | Jupiter, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Lynx Advisory Partners](https://advisorcensus.com/firm/lynx-advisory-partners-coral-gables-fl-326594) ([md](https://advisorcensus.com/firm/lynx-advisory-partners-coral-gables-fl-326594.md)) | 326594 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Maceratio LLC](https://advisorcensus.com/firm/maceratio-llc-miami-fl-304078) ([md](https://advisorcensus.com/firm/maceratio-llc-miami-fl-304078.md)) | 304078 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Maclendon Wealth Management, LLC](https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819) ([md](https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819.md)) | 157819 | Delray Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Macro Strategy Advisors](https://advisorcensus.com/firm/macro-strategy-advisors-miami-fl-314428) ([md](https://advisorcensus.com/firm/macro-strategy-advisors-miami-fl-314428.md)) | 314428 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Magen Wealth Management, LLC](https://advisorcensus.com/firm/magen-wealth-management-llc-miami-fl-175157) ([md](https://advisorcensus.com/firm/magen-wealth-management-llc-miami-fl-175157.md)) | 175157 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Performance fee |
| [Magnetic Ventures Management, LLC](https://advisorcensus.com/firm/magnetic-ventures-management-llc-miami-beach-fl-313974) ([md](https://advisorcensus.com/firm/magnetic-ventures-management-llc-miami-beach-fl-313974.md)) | 313974 | Miami Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mango Capital LLC](https://advisorcensus.com/firm/mango-capital-llc-miami-fl-312230) ([md](https://advisorcensus.com/firm/mango-capital-llc-miami-fl-312230.md)) | 312230 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Manna Wealth Management](https://advisorcensus.com/firm/manna-wealth-management-miami-beach-fl-332313) ([md](https://advisorcensus.com/firm/manna-wealth-management-miami-beach-fl-332313.md)) | 332313 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [MAR Wealth Management Services, LLC](https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335) ([md](https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335.md)) | 167335 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Mara River Capital Management, LP](https://advisorcensus.com/firm/mara-river-capital-management-lp-coral-gables-fl-304145) ([md](https://advisorcensus.com/firm/mara-river-capital-management-lp-coral-gables-fl-304145.md)) | 304145 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Mare Liberum Capital Partners, LLC](https://advisorcensus.com/firm/mare-liberum-capital-partners-llc-coral-gables-fl-343026) ([md](https://advisorcensus.com/firm/mare-liberum-capital-partners-llc-coral-gables-fl-343026.md)) | 343026 | Coral Gables, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Mariva Global Asset Management, LLC](https://advisorcensus.com/firm/mariva-global-asset-management-llc-miami-fl-285674) ([md](https://advisorcensus.com/firm/mariva-global-asset-management-llc-miami-fl-285674.md)) | 285674 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Marketgrader Capital, LLC](https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080) ([md](https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080.md)) | 173080 | Coral Gables, FL | State-registered investment adviser | Not reported | 10 | % of assets, Fixed fee |
| [Markley Capital Management LP](https://advisorcensus.com/firm/markley-capital-management-lp-miami-beach-fl-311945) ([md](https://advisorcensus.com/firm/markley-capital-management-lp-miami-beach-fl-311945.md)) | 311945 | Miami Beach, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Martin Investment Management, LLC](https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381) ([md](https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381.md)) | 105381 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Hourly, Fixed fee, Performance fee |
| [MAS Advisors LLC](https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906) ([md](https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906.md)) | 165906 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [MAS Alpha Securities](https://advisorcensus.com/firm/mas-alpha-securities-coral-gables-fl-335171) ([md](https://advisorcensus.com/firm/mas-alpha-securities-coral-gables-fl-335171.md)) | 335171 | Coral Gables, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Masters Research Partners LLC](https://advisorcensus.com/firm/masters-research-partners-llc-boca-raton-fl-163260) ([md](https://advisorcensus.com/firm/masters-research-partners-llc-boca-raton-fl-163260.md)) | 163260 | Boca Raton, FL | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Materetsky Financial Group](https://advisorcensus.com/firm/materetsky-financial-group-boynton-beach-fl-292353) ([md](https://advisorcensus.com/firm/materetsky-financial-group-boynton-beach-fl-292353.md)) | 292353 | Boynton Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % 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 |
| [Maverick Thomas Capital](https://advisorcensus.com/firm/maverick-thomas-capital-boca-raton-fl-342921) ([md](https://advisorcensus.com/firm/maverick-thomas-capital-boca-raton-fl-342921.md)) | 342921 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Maway LLC](https://advisorcensus.com/firm/maway-llc-miami-fl-291892) ([md](https://advisorcensus.com/firm/maway-llc-miami-fl-291892.md)) | 291892 | Miami, FL | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Maximai Investment Partners, LLC](https://advisorcensus.com/firm/maximai-investment-partners-llc-coral-gables-fl-284919) ([md](https://advisorcensus.com/firm/maximai-investment-partners-llc-coral-gables-fl-284919.md)) | 284919 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee |
| [MBF Healthcare Management II, LLC](https://advisorcensus.com/firm/mbf-healthcare-management-ii-llc-coral-gables-fl-283576) ([md](https://advisorcensus.com/firm/mbf-healthcare-management-ii-llc-coral-gables-fl-283576.md)) | 283576 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [Meira Wealth](https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648) ([md](https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648.md)) | 108648 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Melodeon Capital Partners, LP](https://advisorcensus.com/firm/melodeon-capital-partners-lp-miami-fl-300896) ([md](https://advisorcensus.com/firm/melodeon-capital-partners-lp-miami-fl-300896.md)) | 300896 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Mendoza Private Wealth](https://advisorcensus.com/firm/mendoza-private-wealth-north-miami-fl-329126) ([md](https://advisorcensus.com/firm/mendoza-private-wealth-north-miami-fl-329126.md)) | 329126 | North Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Mercer Street Capital Partners, LLC](https://advisorcensus.com/firm/mercer-street-capital-partners-llc-miami-fl-312786) ([md](https://advisorcensus.com/firm/mercer-street-capital-partners-llc-miami-fl-312786.md)) | 312786 | Miami, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Meridiana](https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237) ([md](https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237.md)) | 306237 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Other |
| [Merion Road Capital Management LLC](https://advisorcensus.com/firm/merion-road-capital-management-llc-miami-shores-fl-291932) ([md](https://advisorcensus.com/firm/merion-road-capital-management-llc-miami-shores-fl-291932.md)) | 291932 | Miami Shores, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Performance fee |
| [Merited Wealth, LLC](https://advisorcensus.com/firm/merited-wealth-llc-north-bay-village-fl-299549) ([md](https://advisorcensus.com/firm/merited-wealth-llc-north-bay-village-fl-299549.md)) | 299549 | North Bay Village, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [META4 Fund Management, LLC](https://advisorcensus.com/firm/meta4-fund-management-llc-miami-fl-322986) ([md](https://advisorcensus.com/firm/meta4-fund-management-llc-miami-fl-322986.md)) | 322986 | Miami, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Meteora Capital, LLC](https://advisorcensus.com/firm/meteora-capital-llc-boca-raton-fl-313378) ([md](https://advisorcensus.com/firm/meteora-capital-llc-boca-raton-fl-313378.md)) | 313378 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [MFO Healthcare Partners](https://advisorcensus.com/firm/mfo-healthcare-partners-boca-raton-fl-343613) ([md](https://advisorcensus.com/firm/mfo-healthcare-partners-boca-raton-fl-343613.md)) | 343613 | Boca Raton, FL | SEC-registered investment adviser | Not reported | 0 | % of assets, Performance fee, Other |
| [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 |
| [MGM Innova Cap Management LLC](https://advisorcensus.com/firm/mgm-innova-cap-management-llc-miami-fl-301918) ([md](https://advisorcensus.com/firm/mgm-innova-cap-management-llc-miami-fl-301918.md)) | 301918 | Miami, FL | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Performance fee |
| [Midtown Investment Advisors LLC](https://advisorcensus.com/firm/midtown-investment-advisors-llc-miami-fl-316137) ([md](https://advisorcensus.com/firm/midtown-investment-advisors-llc-miami-fl-316137.md)) | 316137 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % 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 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.