{ "path": "/advisors/fl/miami", "url": "https://advisorcensus.com/advisors/fl/miami/page/4", "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": 4, "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": 301667, "name": "BAU Advisors", "name_as_filed": "BAU ADVISORS", "url": "https://advisorcensus.com/firm/bau-advisors-miami-fl-301667", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144191, "name": "Bayshore Wealth Advisors", "name_as_filed": "BAYSHORE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191", "city": "Coral Gables", "state": "FL", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157053, "name": "Bayview Asset Management, LLC", "name_as_filed": "BAYVIEW ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bayview-asset-management-llc-coral-gables-fl-157053", "city": "Coral Gables", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 327326, "name": "Bbva Global Wealth Advisors, Inc.", "name_as_filed": "BBVA GLOBAL WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168047, "name": "BCI Securities, Inc.", "name_as_filed": "BCI SECURITIES, INC.", "url": "https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284115, "name": "Be More Advisors, LLC", "name_as_filed": "BE MORE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115", "city": "Hallandale Beach", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 162674, "name": "Belhealth Investment Partners, LLC", "name_as_filed": "BELHEALTH INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/belhealth-investment-partners-llc-fort-lauderdale-fl-162674", "city": "Fort Lauderdale", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329476, "name": "Bella Capital", "name_as_filed": "BELLA CAPITAL", "url": "https://advisorcensus.com/firm/bella-capital-miami-fl-329476", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298719, "name": "Belvedere Wealth Advisors LLC", "name_as_filed": "BELVEDERE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/belvedere-wealth-advisors-llc-miami-fl-298719", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313945, "name": "Bench Walk Advisors LLC", "name_as_filed": "BENCH WALK ADVISORS LLC", "url": "https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287966, "name": "Benchmark Financial Wealth Advisors LLC", "name_as_filed": "BENCHMARK FINANCIAL WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 300305, "name": "Better Way LLC", "name_as_filed": "BETTER WAY LLC", "url": "https://advisorcensus.com/firm/better-way-llc-bal-harbour-fl-300305", "city": "Bal Harbour", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161593, "name": "Beyda, GIL", "name_as_filed": "BEYDA, GIL", "url": "https://advisorcensus.com/firm/beyda-gil-miami-fl-161593", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 241793, "name": "BFA Wealth Management", "name_as_filed": "BFA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287825, "name": "BG Advisors", "name_as_filed": "BG ADVISORS", "url": "https://advisorcensus.com/firm/bg-advisors-miami-fl-287825", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324511, "name": "BGV Financial Advisors", "name_as_filed": "BGV FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/bgv-financial-advisors-miami-fl-324511", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298967, "name": "BH3 Fund Advisors, LLC", "name_as_filed": "BH3 FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bh3-fund-advisors-llc-fort-lauderdale-fl-298967", "city": "Fort Lauderdale", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323979, "name": "Bice Wealth Management LLC", "name_as_filed": "BICE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328090, "name": "Bicycle Capital", "name_as_filed": "BICYCLE CAPITAL", "url": "https://advisorcensus.com/firm/bicycle-capital-coconut-grove-fl-328090", "city": "Coconut Grove", "state": "FL", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326931, "name": "Big Blue Investors, LLC", "name_as_filed": "BIG BLUE INVESTORS, LLC", "url": "https://advisorcensus.com/firm/big-blue-investors-llc-ft-lauderdale-fl-326931", "city": "Ft. Lauderdale", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146511, "name": "Bigsur Partners, LLC", "name_as_filed": "BIGSUR PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bigsur-partners-llc-miami-fl-146511", "city": "Miami", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 323102, "name": "Bishop Capital Advisors LLC", "name_as_filed": "BISHOP CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102", "city": "Boca Raton", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319746, "name": "Black Bear Value Partners, LP", "name_as_filed": "BLACK BEAR VALUE PARTNERS, LP", "url": "https://advisorcensus.com/firm/black-bear-value-partners-lp-boca-raton-fl-319746", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312404, "name": "Black Dragon Capital Investment Management, Inc", "name_as_filed": "BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/black-dragon-capital-investment-management-inc-boynton-beach-fl-312404", "city": "Boynton Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315289, "name": "Black Toro LLC", "name_as_filed": "BLACK TORO LLC", "url": "https://advisorcensus.com/firm/black-toro-llc-miami-fl-315289", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 277085, "name": "Blackridge Asset Management, LLC", "name_as_filed": "BLACKRIDGE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085", "city": "Jupiter", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338172, "name": "Blanche Park Capital", "name_as_filed": "BLANCHE PARK CAPITAL", "url": "https://advisorcensus.com/firm/blanche-park-capital-miami-fl-338172", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333030, "name": "Blockchain Investment Group GP, LLC", "name_as_filed": "BLOCKCHAIN INVESTMENT GROUP GP, LLC", "url": "https://advisorcensus.com/firm/blockchain-investment-group-gp-llc-miami-beach-fl-333030", "city": "Miami Beach", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331490, "name": "Blue Impact Ventures, LLC", "name_as_filed": "BLUE IMPACT VENTURES, LLC", "url": "https://advisorcensus.com/firm/blue-impact-ventures-llc-boca-raton-fl-331490", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329245, "name": "Blue Infinitas Capital, LLC", "name_as_filed": "BLUE INFINITAS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297188, "name": "Blue Line Capital Advisors", "name_as_filed": "BLUE LINE CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 305906, "name": "Blue Marlin Advisors, LLC", "name_as_filed": "BLUE MARLIN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906", "city": "West Palm Beach", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107833, "name": "Blue Ocean Capital", "name_as_filed": "BLUE OCEAN CAPITAL", "url": "https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833", "city": "West Palm Beach", "state": "FL", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169023, "name": "Blue Sea Capital LLC", "name_as_filed": "BLUE SEA CAPITAL LLC", "url": "https://advisorcensus.com/firm/blue-sea-capital-llc-west-palm-beach-fl-169023", "city": "West Palm Beach", "state": "FL", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288923, "name": "Blue Water Advisors LP", "name_as_filed": "BLUE WATER ADVISORS LP", "url": "https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285740, "name": "Bluegrass Capital Partners LP", "name_as_filed": "BLUEGRASS CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/bluegrass-capital-partners-lp-palm-beach-fl-285740", "city": "Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331761, "name": "Bluekey Management, LLC", "name_as_filed": "BLUEKEY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluekey-management-llc-hollywood-fl-331761", "city": "Hollywood", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161329, "name": "Bluemar Capital Management, LLC", "name_as_filed": "BLUEMAR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluemar-capital-management-llc-miami-fl-161329", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300405, "name": "Bluereef Capital", "name_as_filed": "BLUEREEF CAPITAL", "url": "https://advisorcensus.com/firm/bluereef-capital-miami-fl-300405", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163230, "name": "Blumberg Capital, L.L.C.", "name_as_filed": "BLUMBERG CAPITAL, L.L.C.", "url": "https://advisorcensus.com/firm/blumberg-capital-l-l-c-sunny-isles-beach-fl-163230", "city": "Sunny Isles Beach", "state": "FL", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310891, "name": "BMH Capital Management LLC", "name_as_filed": "BMH CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bmh-capital-management-llc-miramar-fl-310891", "city": "Miramar", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342867, "name": "Boardwalk Investment Group LP", "name_as_filed": "BOARDWALK INVESTMENT GROUP LP", "url": "https://advisorcensus.com/firm/boardwalk-investment-group-lp-miami-fl-342867", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108038, "name": "Boca Wealth Advisors", "name_as_filed": "BOCA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038", "city": "Boca Raton", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319387, "name": "Boggess Asset Management", "name_as_filed": "BOGGESS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/boggess-asset-management-west-palm-beach-fl-319387", "city": "West Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 281533, "name": "Boldstart Ventures Management LLC", "name_as_filed": "BOLDSTART VENTURES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/boldstart-ventures-management-llc-miami-fl-281533", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148710, "name": "Bondwire", "name_as_filed": "BONDWIRE", "url": "https://advisorcensus.com/firm/bondwire-weston-fl-148710", "city": "Weston", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 285919, "name": "Boyne Capital", "name_as_filed": "BOYNE CAPITAL", "url": "https://advisorcensus.com/firm/boyne-capital-miami-fl-285919", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 134416, "name": "Bradesco Global Advisors", "name_as_filed": "BRADESCO GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", 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