# 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/19

## 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 19 of 23, 901 to 950 of 1,113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sanctuary Advisors, LLC](https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606) ([md](https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606.md)) | 226606 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sancus Wealth Management LLC](https://advisorcensus.com/firm/sancus-wealth-management-llc-miami-fl-313226) ([md](https://advisorcensus.com/firm/sancus-wealth-management-llc-miami-fl-313226.md)) | 313226 | Miami, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Sand Hill Road Technologies Fund Management LLC](https://advisorcensus.com/firm/sand-hill-road-technologies-fund-management-llc-miami-fl-338485) ([md](https://advisorcensus.com/firm/sand-hill-road-technologies-fund-management-llc-miami-fl-338485.md)) | 338485 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sanders Capital, LLC](https://advisorcensus.com/firm/sanders-capital-llc-west-palm-beach-fl-151480) ([md](https://advisorcensus.com/firm/sanders-capital-llc-west-palm-beach-fl-151480.md)) | 151480 | West Palm Beach, FL | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee |
| [Sapiens Advisors](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254) ([md](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254.md)) | 341254 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Saul Wealth Advisors, LLC](https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371) ([md](https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371.md)) | 337371 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Savvy Wealth Management LLC](https://advisorcensus.com/firm/savvy-wealth-management-llc-miami-beach-fl-313380) ([md](https://advisorcensus.com/firm/savvy-wealth-management-llc-miami-beach-fl-313380.md)) | 313380 | Miami Beach, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Scala Capital LLC](https://advisorcensus.com/firm/scala-capital-llc-miami-fl-156165) ([md](https://advisorcensus.com/firm/scala-capital-llc-miami-fl-156165.md)) | 156165 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Scenius Capital Management LLC](https://advisorcensus.com/firm/scenius-capital-management-llc-miami-fl-332394) ([md](https://advisorcensus.com/firm/scenius-capital-management-llc-miami-fl-332394.md)) | 332394 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SD Perron & Co. Investment Services](https://advisorcensus.com/firm/sd-perron-and-co-investment-services-lantana-fl-132592) ([md](https://advisorcensus.com/firm/sd-perron-and-co-investment-services-lantana-fl-132592.md)) | 132592 | Lantana, FL | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Seae Ventures, LLC](https://advisorcensus.com/firm/seae-ventures-llc-miami-fl-312690) ([md](https://advisorcensus.com/firm/seae-ventures-llc-miami-fl-312690.md)) | 312690 | Miami, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Seaview Investment Managers LLC](https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155) ([md](https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155.md)) | 300155 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Secure Wealth, Inc.](https://advisorcensus.com/firm/secure-wealth-inc-boca-raton-fl-290572) ([md](https://advisorcensus.com/firm/secure-wealth-inc-boca-raton-fl-290572.md)) | 290572 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Performance fee |
| [Securitize Capital LLC](https://advisorcensus.com/firm/securitize-capital-llc-miami-fl-315859) ([md](https://advisorcensus.com/firm/securitize-capital-llc-miami-fl-315859.md)) | 315859 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets |
| [Sedg Financial Services Corp.](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488) ([md](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488.md)) | 155488 | Davie, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Segra Capital Management, LLC](https://advisorcensus.com/firm/segra-capital-management-llc-palm-beach-fl-167306) ([md](https://advisorcensus.com/firm/segra-capital-management-llc-palm-beach-fl-167306.md)) | 167306 | Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Seminario Asset Management LLC](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039) ([md](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039.md)) | 339039 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Semus Wealth Partners, LLC](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758) ([md](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758.md)) | 305758 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Serengeti Asset Management LP](https://advisorcensus.com/firm/serengeti-asset-management-lp-west-palm-beach-fl-156366) ([md](https://advisorcensus.com/firm/serengeti-asset-management-lp-west-palm-beach-fl-156366.md)) | 156366 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Seven Point Management, Inc.](https://advisorcensus.com/firm/seven-point-management-inc-hialeah-fl-172716) ([md](https://advisorcensus.com/firm/seven-point-management-inc-hialeah-fl-172716.md)) | 172716 | Hialeah, FL | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Shaked Capital Advisors, LLC](https://advisorcensus.com/firm/shaked-capital-advisors-llc-miami-beach-fl-297030) ([md](https://advisorcensus.com/firm/shaked-capital-advisors-llc-miami-beach-fl-297030.md)) | 297030 | Miami Beach, FL | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Shaolin Capital Management LLC](https://advisorcensus.com/firm/shaolin-capital-management-llc-miami-fl-300095) ([md](https://advisorcensus.com/firm/shaolin-capital-management-llc-miami-fl-300095.md)) | 300095 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Shaw Financial Solutions LLC](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057) ([md](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057.md)) | 329057 | Coral Gables, FL | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Shealy Wealth Advisory LLC](https://advisorcensus.com/firm/shealy-wealth-advisory-llc-boca-raton-fl-310488) ([md](https://advisorcensus.com/firm/shealy-wealth-advisory-llc-boca-raton-fl-310488.md)) | 310488 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Shearson Financial Services, LLC](https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619) ([md](https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619.md)) | 38619 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Shellman Investment Management, LLC](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579) ([md](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579.md)) | 316579 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Sick Advisory Services](https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803) ([md](https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803.md)) | 329803 | Boca Raton, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Sierra Capital LLC](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129) ([md](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129.md)) | 110129 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Sikes Financial Services, LLC](https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309) ([md](https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309.md)) | 290309 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Simetria Advisory Group LLC](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563) ([md](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563.md)) | 288563 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Singer Wealth Advisors LLC](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218) ([md](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218.md)) | 317218 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Sino Global Capital Management LLC](https://advisorcensus.com/firm/sino-global-capital-management-llc-miami-fl-326303) ([md](https://advisorcensus.com/firm/sino-global-capital-management-llc-miami-fl-326303.md)) | 326303 | Miami, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Sirenia Capital Management LP](https://advisorcensus.com/firm/sirenia-capital-management-lp-miami-beach-fl-340192) ([md](https://advisorcensus.com/firm/sirenia-capital-management-lp-miami-beach-fl-340192.md)) | 340192 | Miami Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Performance fee |
| [Siris Capital Group, LLC](https://advisorcensus.com/firm/siris-capital-group-llc-west-palm-beach-fl-157798) ([md](https://advisorcensus.com/firm/siris-capital-group-llc-west-palm-beach-fl-157798.md)) | 157798 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Sky Alpha Asset Advisors](https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839) ([md](https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839.md)) | 295839 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Commissions |
| [Skye Global Management LP](https://advisorcensus.com/firm/skye-global-management-lp-west-palm-beach-fl-283493) ([md](https://advisorcensus.com/firm/skye-global-management-lp-west-palm-beach-fl-283493.md)) | 283493 | West Palm Beach, FL | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [Slatestone Wealth LLC](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669) ([md](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669.md)) | 286669 | Jupiter, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Slavic Mutual Funds Management Corp.](https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833) ([md](https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833.md)) | 113833 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets |
| [Slavic Wealth Management, Inc.](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929) ([md](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929.md)) | 327929 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Smaart LLC](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029) ([md](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029.md)) | 305029 | Hialeah, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee |
| [Smartplan Investing](https://advisorcensus.com/firm/smartplan-investing-juno-beach-fl-141977) ([md](https://advisorcensus.com/firm/smartplan-investing-juno-beach-fl-141977.md)) | 141977 | Juno Beach, FL | State-registered investment adviser | Not reported | 24 | Other |
| [Smartx Advisory Solutions](https://advisorcensus.com/firm/smartx-advisory-solutions-west-palm-beach-fl-297680) ([md](https://advisorcensus.com/firm/smartx-advisory-solutions-west-palm-beach-fl-297680.md)) | 297680 | West Palm Beach, FL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Other |
| [Snowpoint Ventures Management, LLC](https://advisorcensus.com/firm/snowpoint-ventures-management-llc-palm-beach-fl-325382) ([md](https://advisorcensus.com/firm/snowpoint-ventures-management-llc-palm-beach-fl-325382.md)) | 325382 | Palm Beach, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Soje Capital, LLC](https://advisorcensus.com/firm/soje-capital-llc-surfside-fl-164555) ([md](https://advisorcensus.com/firm/soje-capital-llc-surfside-fl-164555.md)) | 164555 | Surfside, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [SOL Financial](https://advisorcensus.com/firm/sol-financial-miami-fl-333387) ([md](https://advisorcensus.com/firm/sol-financial-miami-fl-333387.md)) | 333387 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Commissions |
| [Solic Capital Management, LLC](https://advisorcensus.com/firm/solic-capital-management-llc-wellington-fl-167475) ([md](https://advisorcensus.com/firm/solic-capital-management-llc-wellington-fl-167475.md)) | 167475 | Wellington, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Performance fee |
| [Solidus Advisors LLC](https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863) ([md](https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863.md)) | 334863 | Miami, FL | State-registered investment adviser | Not reported | 1 | % of assets, Performance fee |
| [Sollinda Capital Management LLC](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742) ([md](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742.md)) | 321742 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Sound Income Strategies, LLC](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272) ([md](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272.md)) | 173272 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [South Gate Labs, Inc](https://advisorcensus.com/firm/south-gate-labs-inc-miami-fl-340661) ([md](https://advisorcensus.com/firm/south-gate-labs-inc-miami-fl-340661.md)) | 340661 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |

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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 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.