{ "path": "/advisors/fl/miami", "url": "https://advisorcensus.com/advisors/fl/miami/page/3", "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": 3, "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": 149013, "name": "ASG Capital", "name_as_filed": "ASG CAPITAL", "url": "https://advisorcensus.com/firm/asg-capital-miami-fl-149013", "city": "Miami", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 313212, "name": "Aspen Wealth Management, LLC", "name_as_filed": "ASPEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aspen-wealth-management-llc-aventura-fl-313212", "city": "Aventura", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126242, "name": "Asset Planning Corporation", "name_as_filed": "ASSET PLANNING CORPORATION", "url": "https://advisorcensus.com/firm/asset-planning-corporation-w-palm-beach-fl-126242", "city": "W. Palm Beach", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164544, "name": "Asset Protection Group", "name_as_filed": "ASSET PROTECTION GROUP", "url": "https://advisorcensus.com/firm/asset-protection-group-sunrise-fl-164544", "city": "Sunrise", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 133356, "name": "Associated Investor Services, Inc.", "name_as_filed": "ASSOCIATED INVESTOR SERVICES, INC.", "url": "https://advisorcensus.com/firm/associated-investor-services-inc-ft-lauderdale-fl-133356", "city": "Ft. Lauderdale", "state": "FL", "years_registered": 32, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316405, "name": "Asteya Partners, LLC", "name_as_filed": "ASTEYA PARTNERS, LLC", "url": "https://advisorcensus.com/firm/asteya-partners-llc-miami-beach-fl-316405", "city": "Miami Beach", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291310, "name": "Aston Capital Management", "name_as_filed": "ASTON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/aston-capital-management-coral-gables-fl-291310", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342991, "name": "Astralis Capital", "name_as_filed": "ASTRALIS CAPITAL", "url": "https://advisorcensus.com/firm/astralis-capital-key-biscayne-fl-342991", "city": "Key Biscayne", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319583, "name": "Asymmetric Technologies, LLC", "name_as_filed": "ASYMMETRIC TECHNOLOGIES, LLC", "url": "https://advisorcensus.com/firm/asymmetric-technologies-llc-miami-fl-319583", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342448, "name": "Asymmetry Point Capital LLC", "name_as_filed": "ASYMMETRY POINT CAPITAL LLC", "url": "https://advisorcensus.com/firm/asymmetry-point-capital-llc-miami-fl-342448", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171062, "name": "Atlantic Family Wealth, LLC", "name_as_filed": "ATLANTIC FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/atlantic-family-wealth-llc-coral-gables-fl-171062", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285580, "name": "Atlas Financial Advisors, LLC", "name_as_filed": "ATLAS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/atlas-financial-advisors-llc-boca-raton-fl-285580", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324669, "name": "Atlas Grove Management LLC", "name_as_filed": "ATLAS GROVE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/atlas-grove-management-llc-miami-fl-324669", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 210523, "name": "Atomic Labs", "name_as_filed": "ATOMIC LABS", "url": "https://advisorcensus.com/firm/atomic-labs-miami-fl-210523", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308610, "name": "Atomic Management Company, LLC", "name_as_filed": "ATOMIC MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/atomic-management-company-llc-miami-fl-308610", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296949, "name": "Atticus Wealth Management", "name_as_filed": "ATTICUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/atticus-wealth-management-palm-beach-gardens-fl-296949", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170597, "name": "AUA Private Equity Partners, LLC", "name_as_filed": "AUA PRIVATE EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aua-private-equity-partners-llc-west-palm-beach-fl-170597", "city": "West Palm Beach", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 272027, "name": "Aureum Wealth Management, LLC", "name_as_filed": "AUREUM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aureum-wealth-management-llc-north-palm-beach-fl-272027", "city": "North Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 141869, "name": "Automated Financial Planning, Inc.", "name_as_filed": "AUTOMATED FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/automated-financial-planning-inc-miami-fl-141869", "city": "Miami", "state": "FL", "years_registered": 36, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 168033, "name": "Avalon", "name_as_filed": "AVALON", "url": "https://advisorcensus.com/firm/avalon-boca-raton-fl-168033", "city": "Boca Raton", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 323317, "name": "Avanti Capital Group LLC", "name_as_filed": "AVANTI CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/avanti-capital-group-llc-miami-fl-323317", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167252, "name": "Avanz Capital Management LLC", "name_as_filed": "AVANZ CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avanz-capital-management-llc-miami-fl-167252", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319381, "name": "Avcf LLC", "name_as_filed": "AVCF LLC", "url": "https://advisorcensus.com/firm/avcf-llc-ft-lauderdale-fl-319381", "city": "Ft. Lauderdale", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 142478, "name": "Aventura Capital Management, LLC", "name_as_filed": "AVENTURA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aventura-capital-management-llc-boca-raton-fl-142478", "city": "Boca Raton", "state": "FL", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 332630, "name": "Aventura Private Wealth, LLC", "name_as_filed": "AVENTURA PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630", "city": "Aventura", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334148, "name": "Avila VC, LLC", "name_as_filed": "AVILA VC, LLC", "url": "https://advisorcensus.com/firm/avila-vc-llc-golden-beach-fl-334148", "city": "Golden Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284812, "name": "Avory & Co.", "name_as_filed": "AVORY & CO.", "url": "https://advisorcensus.com/firm/avory-and-co-miami-fl-284812", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335970, "name": "AVV", "name_as_filed": "AVV", "url": "https://advisorcensus.com/firm/avv-highland-beach-fl-335970", "city": "Highland Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332460, "name": "Axxes Advisors I LLC", "name_as_filed": "AXXES ADVISORS I LLC", "url": "https://advisorcensus.com/firm/axxes-advisors-i-llc-coral-gables-fl-332460", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318039, "name": "Axxes Advisors LLC", "name_as_filed": "AXXES ADVISORS LLC", "url": "https://advisorcensus.com/firm/axxes-advisors-llc-coral-gables-fl-318039", "city": "Coral Gables", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340858, "name": "Axxets WM", "name_as_filed": "AXXETS WM", "url": "https://advisorcensus.com/firm/axxets-wm-aventura-fl-340858", "city": "Aventura", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 134626, "name": "Azimut Investment Advisors LLC", "name_as_filed": "AZIMUT INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/azimut-investment-advisors-llc-miami-fl-134626", "city": "Miami", "state": "FL", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 287621, "name": "Azora Capital LP", "name_as_filed": "AZORA CAPITAL LP", "url": "https://advisorcensus.com/firm/azora-capital-lp-miami-fl-287621", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 112536, "name": "Azure Capital Partners LP", "name_as_filed": "AZURE CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/azure-capital-partners-lp-ft-lauderdale-fl-112536", "city": "Ft Lauderdale", "state": "FL", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 139610, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610", "city": "Hollywood", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145919, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323539, "name": "B1 Financial", "name_as_filed": "B1 FINANCIAL", "url": "https://advisorcensus.com/firm/b1-financial-aventura-fl-323539", "city": "Aventura", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323286, "name": "BAF Advisors Corp", "name_as_filed": "BAF ADVISORS CORP", "url": "https://advisorcensus.com/firm/baf-advisors-corp-miami-fl-323286", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300315, "name": "Bail Capital LLC", "name_as_filed": "BAIL CAPITAL LLC", "url": "https://advisorcensus.com/firm/bail-capital-llc-coral-gables-fl-300315", "city": "Coral Gables", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340597, "name": "Bainbridge Capital Management, LLC", "name_as_filed": "BAINBRIDGE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bainbridge-capital-management-llc-wellington-fl-340597", "city": "Wellington", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325617, "name": "Balance Capital Partners L.P.", "name_as_filed": "BALANCE CAPITAL PARTNERS L.P.", "url": "https://advisorcensus.com/firm/balance-capital-partners-l-p-miami-fl-325617", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322263, "name": "Balanz", "name_as_filed": "BALANZ", "url": "https://advisorcensus.com/firm/balanz-coral-gables-fl-322263", "city": "Coral Gables", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325521, "name": "Bancaribe Capital", "name_as_filed": "BANCARIBE CAPITAL", "url": "https://advisorcensus.com/firm/bancaribe-capital-miami-fl-325521", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132701, "name": "Banco Do Brasil Securities LLC", "name_as_filed": "BANCO DO BRASIL SECURITIES LLC", "url": "https://advisorcensus.com/firm/banco-do-brasil-securities-llc-miami-fl-132701", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306387, "name": "Bankshop, LLC", "name_as_filed": "BANKSHOP, LLC", "url": "https://advisorcensus.com/firm/bankshop-llc-miami-fl-306387", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321219, "name": "Banyan Continuation Fund Advisors, LLC", "name_as_filed": "BANYAN CONTINUATION FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/banyan-continuation-fund-advisors-llc-miami-fl-321219", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": 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