{ "path": "/advisors/fl/miami", "url": "https://advisorcensus.com/advisors/fl/miami/page/17", "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": 17, "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": 337297, "name": "Pilotai Wealth", "name_as_filed": "PILOTAI WEALTH", "url": "https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323918, "name": "Pinder Financial, LLC", "name_as_filed": "PINDER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/pinder-financial-llc-jupiter-fl-323918", "city": "Jupiter", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308440, "name": "Pine Tree Equity Management IV, LP", "name_as_filed": "PINE TREE EQUITY MANAGEMENT IV, LP", "url": "https://advisorcensus.com/firm/pine-tree-equity-management-iv-lp-miami-fl-308440", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299275, "name": "Pinetree Advisors Corp.", "name_as_filed": "PINETREE ADVISORS CORP.", "url": "https://advisorcensus.com/firm/pinetree-advisors-corp-miami-fl-299275", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 331586, "name": "Pinvest", "name_as_filed": "PINVEST", "url": "https://advisorcensus.com/firm/pinvest-coral-gables-fl-331586", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 142856, "name": "Pioneer Family Office, LLC", "name_as_filed": "PIONEER FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/pioneer-family-office-llc-north-miami-beach-fl-142856", "city": "North Miami Beach", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 322836, "name": "Pipo Capital", "name_as_filed": "PIPO CAPITAL", "url": "https://advisorcensus.com/firm/pipo-capital-miami-fl-322836", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331201, "name": "PL3 Capital LP", "name_as_filed": "PL3 CAPITAL LP", "url": "https://advisorcensus.com/firm/pl3-capital-lp-sunny-isles-beach-fl-331201", "city": "Sunny Isles Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168685, "name": "Plan Ahead Advisors", "name_as_filed": "PLAN AHEAD ADVISORS", "url": "https://advisorcensus.com/firm/plan-ahead-advisors-west-palm-beach-fl-168685", "city": "West Palm Beach", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328314, "name": "Plural Capital", "name_as_filed": "PLURAL CAPITAL", "url": "https://advisorcensus.com/firm/plural-capital-miami-fl-328314", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137423, "name": "Poinciana Advisors Group, LLC", "name_as_filed": "POINCIANA ADVISORS GROUP, LLC", "url": "https://advisorcensus.com/firm/poinciana-advisors-group-llc-palm-beach-gardens-fl-137423", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164213, "name": "Point Break Capital Management LLC", "name_as_filed": "POINT BREAK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/point-break-capital-management-llc-miami-fl-164213", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 106093, "name": "Polen Capital Management, LLC", "name_as_filed": "POLEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/polen-capital-management-llc-boca-raton-fl-106093", "city": "Boca Raton", "state": "FL", "years_registered": 46, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340625, "name": "Polen International Equity LLC", "name_as_filed": "POLEN INTERNATIONAL EQUITY LLC", "url": "https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343053, "name": "Poloidal Capital 9D Advisors LLC", "name_as_filed": "POLOIDAL CAPITAL 9D ADVISORS LLC", "url": "https://advisorcensus.com/firm/poloidal-capital-9d-advisors-llc-miami-fl-343053", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333723, "name": "Polytope Research LLC", "name_as_filed": "POLYTOPE RESEARCH LLC", "url": "https://advisorcensus.com/firm/polytope-research-llc-miami-fl-333723", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322774, "name": "Poolit Fund Management, LLC", "name_as_filed": "POOLIT FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144601, "name": "Portfolio Resources Advisor Group, Inc.", "name_as_filed": "PORTFOLIO RESOURCES ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160333, "name": "Powell Investment Advisors, LLC", "name_as_filed": "POWELL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/powell-investment-advisors-llc-miami-fl-160333", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325145, "name": "Power Sustainable Manager US, Inc.", "name_as_filed": "POWER SUSTAINABLE MANAGER US, INC.", "url": "https://advisorcensus.com/firm/power-sustainable-manager-us-inc-miami-fl-325145", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 282426, "name": "Premia Global Advisors, LLC", "name_as_filed": "PREMIA GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/premia-global-advisors-llc-coral-gables-fl-282426", "city": "Coral Gables", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157907, "name": "Prescott General Partners LLC", "name_as_filed": "PRESCOTT GENERAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/prescott-general-partners-llc-boca-raton-fl-157907", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336532, "name": "Presstige Global Ventures LLC", "name_as_filed": "PRESSTIGE GLOBAL VENTURES LLC", "url": "https://advisorcensus.com/firm/presstige-global-ventures-llc-ft-lauderdale-fl-336532", "city": "Ft. Lauderdale", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297635, "name": "Priderock Fund Management Partners, LLC", "name_as_filed": "PRIDEROCK FUND MANAGEMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/priderock-fund-management-partners-llc-palm-beach-gardens-fl-297635", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299803, "name": "Prime Movers LAB LLC", "name_as_filed": "PRIME MOVERS LAB LLC", "url": "https://advisorcensus.com/firm/prime-movers-lab-llc-miami-beach-fl-299803", "city": "Miami Beach", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286605, "name": "Prime-Star", "name_as_filed": "PRIME-STAR", "url": "https://advisorcensus.com/firm/prime-star-miami-fl-286605", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 125567, "name": "Primoris Wealth Advisors, LLC", "name_as_filed": "PRIMORIS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/primoris-wealth-advisors-llc-north-palm-beach-fl-125567", "city": "North Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148087, "name": "Princeton Asset Management, LLC", "name_as_filed": "PRINCETON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/princeton-asset-management-llc-boca-raton-fl-148087", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340044, "name": "Principia Global Capital LLC", "name_as_filed": "PRINCIPIA GLOBAL CAPITAL LLC", "url": "https://advisorcensus.com/firm/principia-global-capital-llc-miami-fl-340044", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165500, "name": "Priority Senior Secured Income Management, LLC", "name_as_filed": "PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/priority-senior-secured-income-management-llc-west-palm-beach-fl-165500", "city": "West Palm Beach", "state": "FL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310955, "name": "Proaltus USA", "name_as_filed": "PROALTUS USA", "url": "https://advisorcensus.com/firm/proaltus-usa-miami-fl-310955", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 317372, "name": "Proathlete Wealth Management LLC", "name_as_filed": "PROATHLETE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/proathlete-wealth-management-llc-boca-raton-fl-317372", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141961, "name": "Profitable Financial Strategies", "name_as_filed": "PROFITABLE FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/profitable-financial-strategies-coral-springs-fl-141961", "city": "Coral Springs", "state": "FL", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131018, "name": "Prospect Capital Management L.P.", "name_as_filed": "PROSPECT CAPITAL MANAGEMENT L.P.", "url": "https://advisorcensus.com/firm/prospect-capital-management-l-p-west-palm-beach-fl-131018", "city": "West Palm Beach", "state": "FL", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331345, "name": "Prospect Credit Reit Advisor, LLC", "name_as_filed": "PROSPECT CREDIT REIT ADVISOR, LLC", "url": "https://advisorcensus.com/firm/prospect-credit-reit-advisor-llc-west-palm-beach-fl-331345", "city": "West Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335748, "name": "Prospect Enhanced Yield Management, LLC", "name_as_filed": "PROSPECT ENHANCED YIELD MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prospect-enhanced-yield-management-llc-west-palm-beach-fl-335748", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306630, "name": "Prosperitus Wealth Advisors", "name_as_filed": "PROSPERITUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/prosperitus-wealth-advisors-coral-springs-fl-306630", "city": "Coral Springs", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126529, "name": "Provenance Wealth Advisors", "name_as_filed": "PROVENANCE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/provenance-wealth-advisors-fort-lauderdale-fl-126529", "city": "Fort Lauderdale", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300090, "name": "Prym Advisors LLC", "name_as_filed": "PRYM ADVISORS LLC", "url": "https://advisorcensus.com/firm/prym-advisors-llc-fort-lauderdale-fl-300090", "city": "Fort Lauderdale", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311609, "name": "Puente Asesoramiento de Inversiones, LLC", "name_as_filed": "PUENTE ASESORAMIENTO DE INVERSIONES, LLC", "url": "https://advisorcensus.com/firm/puente-asesoramiento-de-inversiones-llc-miami-fl-311609", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301071, "name": "QP Wealth Management, LLC", "name_as_filed": "QP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/qp-wealth-management-llc-boca-raton-fl-301071", "city": "Boca Raton", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340892, "name": "QSO Capital Management LLC", "name_as_filed": "QSO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/qso-capital-management-llc-fort-lauderdale-fl-340892", "city": "Fort Lauderdale", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341178, "name": "Quadrance Capital Partners, LLC", "name_as_filed": "QUADRANCE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/quadrance-capital-partners-llc-miami-fl-341178", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333274, "name": "Qualtus Investment Partners LLC", "name_as_filed": "QUALTUS INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/qualtus-investment-partners-llc-key-biscayne-fl-333274", "city": "Key Biscayne", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137788, "name": "R.G. Niederhoffer Capital Management, Inc.", "name_as_filed": "R.G. 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