{ "path": "/advisors/fl/miami", "url": "https://advisorcensus.com/advisors/fl/miami/page/15", "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": 15, "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": 342244, "name": "Mifel Wealth", "name_as_filed": "MIFEL WEALTH", "url": "https://advisorcensus.com/firm/mifel-wealth-miami-fl-342244", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335653, "name": "Mistral Equity Partners", "name_as_filed": "MISTRAL EQUITY PARTNERS", "url": "https://advisorcensus.com/firm/mistral-equity-partners-palm-beach-fl-335653", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283148, "name": "Miura Investment Advisors, Inc", "name_as_filed": "MIURA INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/miura-investment-advisors-inc-miami-fl-283148", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 285263, "name": "MMBG Investment Advisors Co.", "name_as_filed": "MMBG INVESTMENT ADVISORS CO.", "url": "https://advisorcensus.com/firm/mmbg-investment-advisors-co-miami-fl-285263", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 12963, "name": "Money Concepts Advisory Service", "name_as_filed": "MONEY CONCEPTS ADVISORY SERVICE", "url": "https://advisorcensus.com/firm/money-concepts-advisory-service-palm-beach-gardens-fl-12963", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 151058, "name": "Montello Wealth Management, Inc.", "name_as_filed": "MONTELLO WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/montello-wealth-management-inc-palm-beach-gardens-fl-151058", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146581, "name": "Moore Financial Planning Advisors, LLC", "name_as_filed": "MOORE FINANCIAL PLANNING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/moore-financial-planning-advisors-llc-davie-fl-146581", "city": "Davie", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112221, "name": "Mora Capital Management, LLC", "name_as_filed": "MORA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mora-capital-management-llc-miami-fl-112221", "city": "Miami", "state": "FL", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 151260, "name": "Mori Huston Partners", "name_as_filed": "MORI HUSTON PARTNERS", "url": "https://advisorcensus.com/firm/mori-huston-partners-miami-fl-151260", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 290307, "name": "Morning Calm Fund Manager Corp.", "name_as_filed": "MORNING CALM FUND MANAGER CORP.", "url": "https://advisorcensus.com/firm/morning-calm-fund-manager-corp-boca-raton-fl-290307", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141809, "name": "Mouly Financial Management, Inc.", "name_as_filed": "MOULY FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mouly-financial-management-inc-davie-fl-141809", "city": "Davie", "state": "FL", "years_registered": 35, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326059, "name": "MPI Fund Advisors, LLC", "name_as_filed": "MPI FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mpi-fund-advisors-llc-coral-springs-fl-326059", "city": "Coral Springs", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287547, "name": "Muirfield Capital Global Advisors LLC", "name_as_filed": "MUIRFIELD CAPITAL GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/muirfield-capital-global-advisors-llc-palm-beach-fl-287547", "city": "Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298854, "name": "Multiverse Investment", "name_as_filed": "MULTIVERSE INVESTMENT", "url": "https://advisorcensus.com/firm/multiverse-investment-sunny-isles-beach-fl-298854", "city": "Sunny Isles Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156114, "name": "Multus Asset Management", "name_as_filed": "MULTUS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330290, "name": "Murphy Clarke Williams & Stone LLC", "name_as_filed": "MURPHY CLARKE WILLIAMS & STONE LLC", "url": "https://advisorcensus.com/firm/murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290", "city": "Miami Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300232, "name": "Murray Street Capital Advisors, LLC", "name_as_filed": "MURRAY STREET CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232", "city": "Fort Lauderdale", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329641, "name": "My Investment Path", "name_as_filed": "MY INVESTMENT PATH", "url": "https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 335546, "name": "Myriad Asset Management Advisors LLC", "name_as_filed": "MYRIAD ASSET MANAGEMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330231, "name": "N.L.C. LLC", "name_as_filed": "N.L.C. LLC", "url": "https://advisorcensus.com/firm/n-l-c-llc-boca-raton-fl-330231", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 151860, "name": "Namm Financial LLC", "name_as_filed": "NAMM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/namm-financial-llc-plantation-fl-151860", "city": "Plantation", "state": "FL", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315278, "name": "Navar Capital, LLC", "name_as_filed": "NAVAR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/navar-capital-llc-deerfield-beach-fl-315278", "city": "Deerfield Beach", "state": "FL", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344572, "name": "Neil Jesani Asset Management, LLC", "name_as_filed": "NEIL JESANI ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/neil-jesani-asset-management-llc-sunrise-fl-344572", "city": "Sunrise", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322345, "name": "Neil Jesani Wealth Management", "name_as_filed": "NEIL JESANI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/neil-jesani-wealth-management-sunrise-fl-322345", "city": "Sunrise", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332794, "name": "Neoclassic Capital Management LP", "name_as_filed": "NEOCLASSIC CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/neoclassic-capital-management-lp-miami-fl-332794", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330188, "name": "New Form Capital LLC", "name_as_filed": "NEW FORM CAPITAL LLC", "url": "https://advisorcensus.com/firm/new-form-capital-llc-miami-beach-fl-330188", "city": "Miami Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 226608, "name": "New Water Capital, L.P.", "name_as_filed": "NEW WATER CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/new-water-capital-l-p-boca-raton-fl-226608", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326888, "name": "New Wave Loans Residential, LLC", "name_as_filed": "NEW WAVE LOANS RESIDENTIAL, LLC", "url": "https://advisorcensus.com/firm/new-wave-loans-residential-llc-north-miami-beach-fl-326888", "city": "North Miami Beach", "state": "FL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 318670, "name": "Newflow Partners, LLC", "name_as_filed": "NEWFLOW PARTNERS, LLC", "url": "https://advisorcensus.com/firm/newflow-partners-llc-miami-beach-fl-318670", "city": "Miami Beach", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343906, "name": "Nexileon Management, LLC", "name_as_filed": "NEXILEON MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nexileon-management-llc-miami-fl-343906", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344045, "name": "Nextreg Advisors LLC", "name_as_filed": "NEXTREG ADVISORS LLC", "url": "https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334636, "name": "Nexus Advisors", "name_as_filed": "NEXUS ADVISORS", "url": "https://advisorcensus.com/firm/nexus-advisors-fort-lauderdale-fl-334636", "city": "Fort Lauderdale", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311424, "name": "Nexwealth LLC", "name_as_filed": "NEXWEALTH LLC", "url": "https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130814, "name": "NFSG Corporation", "name_as_filed": "NFSG CORPORATION", "url": "https://advisorcensus.com/firm/nfsg-corporation-boca-raton-fl-130814", "city": "Boca Raton", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 328773, "name": "Nighthawk Management Group", "name_as_filed": "NIGHTHAWK MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/nighthawk-management-group-jupiter-fl-328773", "city": "Jupiter", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329384, "name": "Niles Investment Management, LLC", "name_as_filed": "NILES INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/niles-investment-management-llc-plantation-fl-329384", "city": "Plantation", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112938, "name": "Noble Capital Management, Inc.", "name_as_filed": "NOBLE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/noble-capital-management-inc-boca-raton-fl-112938", "city": "Boca Raton", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151170, "name": "Noctua International WMG, LLC", "name_as_filed": "NOCTUA INTERNATIONAL WMG, LLC", "url": "https://advisorcensus.com/firm/noctua-international-wmg-llc-miami-fl-151170", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 110819, "name": "Noesis Capital Management Corp", "name_as_filed": "NOESIS CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819", "city": "Boca Raton", "state": "FL", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329072, "name": "Northampton Capital Partners", "name_as_filed": "NORTHAMPTON CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/northampton-capital-partners-miami-fl-329072", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 128508, "name": "Northeast Capital Management, Inc.", "name_as_filed": "NORTHEAST CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/northeast-capital-management-inc-coral-gables-fl-128508", "city": "Coral Gables", "state": "FL", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322002, "name": "Notch View Capital Management, LLC", "name_as_filed": "NOTCH VIEW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/notch-view-capital-management-llc-miami-fl-322002", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164602, "name": "Numa", "name_as_filed": "NUMA", "url": "https://advisorcensus.com/firm/numa-miami-fl-164602", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 119840, "name": "Nuverse Advisors LLC", "name_as_filed": "NUVERSE ADVISORS LLC", "url": "https://advisorcensus.com/firm/nuverse-advisors-llc-hallandale-beach-fl-119840", "city": "Hallandale Beach", "state": "FL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323291, "name": "Nverses Capital, LLC", "name_as_filed": "NVERSES CAPITAL, LLC", "url": "https://advisorcensus.com/firm/nverses-capital-llc-wellington-fl-323291", "city": "Wellington", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325968, "name": "O'Leary Ventures Management, L.P.", "name_as_filed": "O'LEARY VENTURES MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/o-leary-ventures-management-l-p-miami-fl-325968", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329954, "name": "Obion Capital Management LP", "name_as_filed": "OBION CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/obion-capital-management-lp-miami-fl-329954", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314948, "name": "OC Investment Management LP", "name_as_filed": "OC INVESTMENT MANAGEMENT LP", "url": "https://advisorcensus.com/firm/oc-investment-management-lp-miami-fl-314948", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ 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