# 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/16

## 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 16 of 23, 751 to 800 of 1,113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Oceanis Financial Advisors, Inc.](https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787) ([md](https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787.md)) | 307787 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Octogone NA](https://advisorcensus.com/firm/octogone-na-miami-fl-322478) ([md](https://advisorcensus.com/firm/octogone-na-miami-fl-322478.md)) | 322478 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Olea Advisory Services](https://advisorcensus.com/firm/olea-advisory-services-plantation-fl-340377) ([md](https://advisorcensus.com/firm/olea-advisory-services-plantation-fl-340377.md)) | 340377 | Plantation, FL | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Omaha Beach Capital, LLC](https://advisorcensus.com/firm/omaha-beach-capital-llc-aventura-fl-285065) ([md](https://advisorcensus.com/firm/omaha-beach-capital-llc-aventura-fl-285065.md)) | 285065 | Aventura, FL | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Omkara Capital LLC](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570) ([md](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570.md)) | 172570 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Omnia Family Wealth, LLC](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909) ([md](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909.md)) | 170909 | Aventura, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Omnicap Wealth Partners LLC](https://advisorcensus.com/firm/omnicap-wealth-partners-llc-miami-fl-336182) ([md](https://advisorcensus.com/firm/omnicap-wealth-partners-llc-miami-fl-336182.md)) | 336182 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [One + One Wealth Management, LLC](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906) ([md](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906.md)) | 310906 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [One Stone Partners L.L.C.](https://advisorcensus.com/firm/one-stone-partners-l-l-c-miami-fl-163742) ([md](https://advisorcensus.com/firm/one-stone-partners-l-l-c-miami-fl-163742.md)) | 163742 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [One Wealth Investors](https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030) ([md](https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030.md)) | 288030 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Opal Capital LLC](https://advisorcensus.com/firm/opal-capital-llc-boca-raton-fl-322755) ([md](https://advisorcensus.com/firm/opal-capital-llc-boca-raton-fl-322755.md)) | 322755 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Openvest](https://advisorcensus.com/firm/openvest-aventura-fl-328152) ([md](https://advisorcensus.com/firm/openvest-aventura-fl-328152.md)) | 328152 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Optimist Capital](https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023) ([md](https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023.md)) | 292023 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Orca Capital, LLC](https://advisorcensus.com/firm/orca-capital-llc-miami-fl-305225) ([md](https://advisorcensus.com/firm/orca-capital-llc-miami-fl-305225.md)) | 305225 | Miami, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Orrery Invest](https://advisorcensus.com/firm/orrery-invest-boca-raton-fl-333323) ([md](https://advisorcensus.com/firm/orrery-invest-boca-raton-fl-333323.md)) | 333323 | Boca Raton, FL | State-registered investment adviser | Not reported | 1 | % of assets, Performance fee |
| [OSA Capital LLC](https://advisorcensus.com/firm/osa-capital-llc-miami-fl-334350) ([md](https://advisorcensus.com/firm/osa-capital-llc-miami-fl-334350.md)) | 334350 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Osprey Capital Management Corp.](https://advisorcensus.com/firm/osprey-capital-management-corp-miami-beach-fl-172524) ([md](https://advisorcensus.com/firm/osprey-capital-management-corp-miami-beach-fl-172524.md)) | 172524 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Ossia IM](https://advisorcensus.com/firm/ossia-im-miami-fl-329936) ([md](https://advisorcensus.com/firm/ossia-im-miami-fl-329936.md)) | 329936 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Other |
| [OT Advisors LLC](https://advisorcensus.com/firm/ot-advisors-llc-boca-raton-fl-328812) ([md](https://advisorcensus.com/firm/ot-advisors-llc-boca-raton-fl-328812.md)) | 328812 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee, Other |
| [Oyster Angel Fund I GP, LLC](https://advisorcensus.com/firm/oyster-angel-fund-i-gp-llc-delray-beach-fl-174175) ([md](https://advisorcensus.com/firm/oyster-angel-fund-i-gp-llc-delray-beach-fl-174175.md)) | 174175 | Delray Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Palatine Fund Advisors, LLC](https://advisorcensus.com/firm/palatine-fund-advisors-llc-miami-fl-168077) ([md](https://advisorcensus.com/firm/palatine-fund-advisors-llc-miami-fl-168077.md)) | 168077 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Palisades Hudson Asset Management, L.P.](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134) ([md](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134.md)) | 109134 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Palm Beach Capital Management III, LLC](https://advisorcensus.com/firm/palm-beach-capital-management-iii-llc-west-palm-beach-fl-159611) ([md](https://advisorcensus.com/firm/palm-beach-capital-management-iii-llc-west-palm-beach-fl-159611.md)) | 159611 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 14 | Performance fee, Other |
| [Palm Peak Capital, LLC](https://advisorcensus.com/firm/palm-peak-capital-llc-boca-raton-fl-334986) ([md](https://advisorcensus.com/firm/palm-peak-capital-llc-boca-raton-fl-334986.md)) | 334986 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Palm Tree Crew Management](https://advisorcensus.com/firm/palm-tree-crew-management-miami-fl-321185) ([md](https://advisorcensus.com/firm/palm-tree-crew-management-miami-fl-321185.md)) | 321185 | Miami, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Palm Wealth Partners](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361) ([md](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361.md)) | 323361 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Panoramika Advisors Inc.](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737) ([md](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737.md)) | 172737 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |
| [PAR5 Advisors LLC](https://advisorcensus.com/firm/par5-advisors-llc-miami-fl-327518) ([md](https://advisorcensus.com/firm/par5-advisors-llc-miami-fl-327518.md)) | 327518 | Miami, FL | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Paradigm Investment Management](https://advisorcensus.com/firm/paradigm-investment-management-miami-fl-174058) ([md](https://advisorcensus.com/firm/paradigm-investment-management-miami-fl-174058.md)) | 174058 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Performance fee |
| [Pare Partners II LLC](https://advisorcensus.com/firm/pare-partners-ii-llc-miami-fl-327575) ([md](https://advisorcensus.com/firm/pare-partners-ii-llc-miami-fl-327575.md)) | 327575 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Pare Partners LLC](https://advisorcensus.com/firm/pare-partners-llc-miami-fl-309242) ([md](https://advisorcensus.com/firm/pare-partners-llc-miami-fl-309242.md)) | 309242 | Miami, FL | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Performance fee |
| [Parrish Capital Advisors LLC](https://advisorcensus.com/firm/parrish-capital-advisors-llc-coral-gables-fl-339342) ([md](https://advisorcensus.com/firm/parrish-capital-advisors-llc-coral-gables-fl-339342.md)) | 339342 | Coral Gables, FL | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Performance fee |
| [Parrish Capital Partners](https://advisorcensus.com/firm/parrish-capital-partners-coral-gables-fl-342217) ([md](https://advisorcensus.com/firm/parrish-capital-partners-coral-gables-fl-342217.md)) | 342217 | Coral Gables, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Parthenon Athena Advisors LLC](https://advisorcensus.com/firm/parthenon-athena-advisors-llc-west-palm-beach-fl-336505) ([md](https://advisorcensus.com/firm/parthenon-athena-advisors-llc-west-palm-beach-fl-336505.md)) | 336505 | West Palm Beach, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Participant Capital](https://advisorcensus.com/firm/participant-capital-miami-fl-304859) ([md](https://advisorcensus.com/firm/participant-capital-miami-fl-304859.md)) | 304859 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Path Capital Partners, LLC](https://advisorcensus.com/firm/path-capital-partners-llc-north-miami-beach-fl-335156) ([md](https://advisorcensus.com/firm/path-capital-partners-llc-north-miami-beach-fl-335156.md)) | 335156 | North Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Patriot Securities LLC](https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023) ([md](https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023.md)) | 270023 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Patterson Investments, Inc.](https://advisorcensus.com/firm/patterson-investments-inc-davie-fl-152218) ([md](https://advisorcensus.com/firm/patterson-investments-inc-davie-fl-152218.md)) | 152218 | Davie, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Paulson Wealth Management Inc.](https://advisorcensus.com/firm/paulson-wealth-management-inc-west-palm-beach-fl-150374) ([md](https://advisorcensus.com/firm/paulson-wealth-management-inc-west-palm-beach-fl-150374.md)) | 150374 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [PC Opportunity Fund Asset MGR, LLC](https://advisorcensus.com/firm/pc-opportunity-fund-asset-mgr-llc-miami-fl-326598) ([md](https://advisorcensus.com/firm/pc-opportunity-fund-asset-mgr-llc-miami-fl-326598.md)) | 326598 | Miami, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [PC3 Partners, LLC](https://advisorcensus.com/firm/pc3-partners-llc-miami-beach-fl-339659) ([md](https://advisorcensus.com/firm/pc3-partners-llc-miami-beach-fl-339659.md)) | 339659 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Pecora Capital LLC](https://advisorcensus.com/firm/pecora-capital-llc-miami-fl-308178) ([md](https://advisorcensus.com/firm/pecora-capital-llc-miami-fl-308178.md)) | 308178 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Performance fee |
| [Pelican Financial Planning and Wealth, PLLC](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198) ([md](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198.md)) | 335198 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Pennantpark Investment Advisers, LLC](https://advisorcensus.com/firm/pennantpark-investment-advisers-llc-miami-beach-fl-143149) ([md](https://advisorcensus.com/firm/pennantpark-investment-advisers-llc-miami-beach-fl-143149.md)) | 143149 | Miami Beach, FL | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Performance fee |
| [Pennantpark Private Income Fund Advisers LLC](https://advisorcensus.com/firm/pennantpark-private-income-fund-advisers-llc-miami-beach-fl-337750) ([md](https://advisorcensus.com/firm/pennantpark-private-income-fund-advisers-llc-miami-beach-fl-337750.md)) | 337750 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Personal Financial Profiles Inc](https://advisorcensus.com/firm/personal-financial-profiles-inc-coral-springs-fl-109327) ([md](https://advisorcensus.com/firm/personal-financial-profiles-inc-coral-springs-fl-109327.md)) | 109327 | Coral Springs, FL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Personal Wealth Planning, LLC](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390) ([md](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390.md)) | 299390 | Hollywood, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Pharvision Advisers, LLC](https://advisorcensus.com/firm/pharvision-advisers-llc-boca-raton-fl-311739) ([md](https://advisorcensus.com/firm/pharvision-advisers-llc-boca-raton-fl-311739.md)) | 311739 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Phase 3 Capital Management LLC](https://advisorcensus.com/firm/phase-3-capital-management-llc-boca-raton-fl-294408) ([md](https://advisorcensus.com/firm/phase-3-capital-management-llc-boca-raton-fl-294408.md)) | 294408 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |
| [Picea Capital LLC](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775) ([md](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775.md)) | 307775 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % 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 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.