# 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/4

## 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 4 of 23, 151 to 200 of 1,113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [BAU Advisors](https://advisorcensus.com/firm/bau-advisors-miami-fl-301667) ([md](https://advisorcensus.com/firm/bau-advisors-miami-fl-301667.md)) | 301667 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Bayshore Wealth Advisors](https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191) ([md](https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191.md)) | 144191 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [Bayview Asset Management, LLC](https://advisorcensus.com/firm/bayview-asset-management-llc-coral-gables-fl-157053) ([md](https://advisorcensus.com/firm/bayview-asset-management-llc-coral-gables-fl-157053.md)) | 157053 | Coral Gables, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Bbva Global Wealth Advisors, Inc.](https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326) ([md](https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326.md)) | 327326 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets |
| [BCI Securities, Inc.](https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047) ([md](https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047.md)) | 168047 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Be More Advisors, LLC](https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115) ([md](https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115.md)) | 284115 | Hallandale Beach, FL | State-registered investment adviser | Not reported | 9 | Fixed fee, Other |
| [Belhealth Investment Partners, LLC](https://advisorcensus.com/firm/belhealth-investment-partners-llc-fort-lauderdale-fl-162674) ([md](https://advisorcensus.com/firm/belhealth-investment-partners-llc-fort-lauderdale-fl-162674.md)) | 162674 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Bella Capital](https://advisorcensus.com/firm/bella-capital-miami-fl-329476) ([md](https://advisorcensus.com/firm/bella-capital-miami-fl-329476.md)) | 329476 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Belvedere Wealth Advisors LLC](https://advisorcensus.com/firm/belvedere-wealth-advisors-llc-miami-fl-298719) ([md](https://advisorcensus.com/firm/belvedere-wealth-advisors-llc-miami-fl-298719.md)) | 298719 | Miami, FL | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [Bench Walk Advisors LLC](https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945) ([md](https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945.md)) | 313945 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Benchmark Financial Wealth Advisors LLC](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966) ([md](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966.md)) | 287966 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [Better Way LLC](https://advisorcensus.com/firm/better-way-llc-bal-harbour-fl-300305) ([md](https://advisorcensus.com/firm/better-way-llc-bal-harbour-fl-300305.md)) | 300305 | Bal Harbour, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Beyda, GIL](https://advisorcensus.com/firm/beyda-gil-miami-fl-161593) ([md](https://advisorcensus.com/firm/beyda-gil-miami-fl-161593.md)) | 161593 | Miami, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [BFA Wealth Management](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793) ([md](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793.md)) | 241793 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [BG Advisors](https://advisorcensus.com/firm/bg-advisors-miami-fl-287825) ([md](https://advisorcensus.com/firm/bg-advisors-miami-fl-287825.md)) | 287825 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [BGV Financial Advisors](https://advisorcensus.com/firm/bgv-financial-advisors-miami-fl-324511) ([md](https://advisorcensus.com/firm/bgv-financial-advisors-miami-fl-324511.md)) | 324511 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [BH3 Fund Advisors, LLC](https://advisorcensus.com/firm/bh3-fund-advisors-llc-fort-lauderdale-fl-298967) ([md](https://advisorcensus.com/firm/bh3-fund-advisors-llc-fort-lauderdale-fl-298967.md)) | 298967 | Fort Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Bice Wealth Management LLC](https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979) ([md](https://advisorcensus.com/firm/bice-wealth-management-llc-miami-fl-323979.md)) | 323979 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Bicycle Capital](https://advisorcensus.com/firm/bicycle-capital-coconut-grove-fl-328090) ([md](https://advisorcensus.com/firm/bicycle-capital-coconut-grove-fl-328090.md)) | 328090 | Coconut Grove, FL | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Performance fee |
| [Big Blue Investors, LLC](https://advisorcensus.com/firm/big-blue-investors-llc-ft-lauderdale-fl-326931) ([md](https://advisorcensus.com/firm/big-blue-investors-llc-ft-lauderdale-fl-326931.md)) | 326931 | Ft. Lauderdale, FL | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Bigsur Partners, LLC](https://advisorcensus.com/firm/bigsur-partners-llc-miami-fl-146511) ([md](https://advisorcensus.com/firm/bigsur-partners-llc-miami-fl-146511.md)) | 146511 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Performance fee, Other |
| [Bishop Capital Advisors LLC](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102) ([md](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102.md)) | 323102 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee, Performance fee |
| [Black Bear Value Partners, LP](https://advisorcensus.com/firm/black-bear-value-partners-lp-boca-raton-fl-319746) ([md](https://advisorcensus.com/firm/black-bear-value-partners-lp-boca-raton-fl-319746.md)) | 319746 | Boca Raton, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Black Dragon Capital Investment Management, Inc](https://advisorcensus.com/firm/black-dragon-capital-investment-management-inc-boynton-beach-fl-312404) ([md](https://advisorcensus.com/firm/black-dragon-capital-investment-management-inc-boynton-beach-fl-312404.md)) | 312404 | Boynton Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Black Toro LLC](https://advisorcensus.com/firm/black-toro-llc-miami-fl-315289) ([md](https://advisorcensus.com/firm/black-toro-llc-miami-fl-315289.md)) | 315289 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee, Other |
| [Blackridge Asset Management, LLC](https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085) ([md](https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085.md)) | 277085 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Blanche Park Capital](https://advisorcensus.com/firm/blanche-park-capital-miami-fl-338172) ([md](https://advisorcensus.com/firm/blanche-park-capital-miami-fl-338172.md)) | 338172 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Blockchain Investment Group GP, LLC](https://advisorcensus.com/firm/blockchain-investment-group-gp-llc-miami-beach-fl-333030) ([md](https://advisorcensus.com/firm/blockchain-investment-group-gp-llc-miami-beach-fl-333030.md)) | 333030 | Miami Beach, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Blue Impact Ventures, LLC](https://advisorcensus.com/firm/blue-impact-ventures-llc-boca-raton-fl-331490) ([md](https://advisorcensus.com/firm/blue-impact-ventures-llc-boca-raton-fl-331490.md)) | 331490 | Boca Raton, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Blue Infinitas Capital, LLC](https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245) ([md](https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245.md)) | 329245 | Miami, FL | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Blue Line Capital Advisors](https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188) ([md](https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188.md)) | 297188 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Blue Marlin Advisors, LLC](https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906) ([md](https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906.md)) | 305906 | West Palm Beach, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee, Other |
| [Blue Ocean Capital](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833) ([md](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833.md)) | 107833 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [Blue Sea Capital LLC](https://advisorcensus.com/firm/blue-sea-capital-llc-west-palm-beach-fl-169023) ([md](https://advisorcensus.com/firm/blue-sea-capital-llc-west-palm-beach-fl-169023.md)) | 169023 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee |
| [Blue Water Advisors LP](https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923) ([md](https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923.md)) | 288923 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Bluegrass Capital Partners LP](https://advisorcensus.com/firm/bluegrass-capital-partners-lp-palm-beach-fl-285740) ([md](https://advisorcensus.com/firm/bluegrass-capital-partners-lp-palm-beach-fl-285740.md)) | 285740 | Palm Beach, FL | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Bluekey Management, LLC](https://advisorcensus.com/firm/bluekey-management-llc-hollywood-fl-331761) ([md](https://advisorcensus.com/firm/bluekey-management-llc-hollywood-fl-331761.md)) | 331761 | Hollywood, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Bluemar Capital Management, LLC](https://advisorcensus.com/firm/bluemar-capital-management-llc-miami-fl-161329) ([md](https://advisorcensus.com/firm/bluemar-capital-management-llc-miami-fl-161329.md)) | 161329 | Miami, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Bluereef Capital](https://advisorcensus.com/firm/bluereef-capital-miami-fl-300405) ([md](https://advisorcensus.com/firm/bluereef-capital-miami-fl-300405.md)) | 300405 | Miami, FL | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Blumberg Capital, L.L.C.](https://advisorcensus.com/firm/blumberg-capital-l-l-c-sunny-isles-beach-fl-163230) ([md](https://advisorcensus.com/firm/blumberg-capital-l-l-c-sunny-isles-beach-fl-163230.md)) | 163230 | Sunny Isles Beach, FL | Exempt reporting adviser | Not reported | 14 | Not reported |
| [BMH Capital Management LLC](https://advisorcensus.com/firm/bmh-capital-management-llc-miramar-fl-310891) ([md](https://advisorcensus.com/firm/bmh-capital-management-llc-miramar-fl-310891.md)) | 310891 | Miramar, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Boardwalk Investment Group LP](https://advisorcensus.com/firm/boardwalk-investment-group-lp-miami-fl-342867) ([md](https://advisorcensus.com/firm/boardwalk-investment-group-lp-miami-fl-342867.md)) | 342867 | Miami, FL | SEC-registered investment adviser | Not reported | 0 | % of assets, Performance fee |
| [Boca Wealth Advisors](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038) ([md](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038.md)) | 108038 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Fixed fee |
| [Boggess Asset Management](https://advisorcensus.com/firm/boggess-asset-management-west-palm-beach-fl-319387) ([md](https://advisorcensus.com/firm/boggess-asset-management-west-palm-beach-fl-319387.md)) | 319387 | West Palm Beach, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Performance fee |
| [Boldstart Ventures Management LLC](https://advisorcensus.com/firm/boldstart-ventures-management-llc-miami-fl-281533) ([md](https://advisorcensus.com/firm/boldstart-ventures-management-llc-miami-fl-281533.md)) | 281533 | Miami, FL | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Bondwire](https://advisorcensus.com/firm/bondwire-weston-fl-148710) ([md](https://advisorcensus.com/firm/bondwire-weston-fl-148710.md)) | 148710 | Weston, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Other |
| [Boyne Capital](https://advisorcensus.com/firm/boyne-capital-miami-fl-285919) ([md](https://advisorcensus.com/firm/boyne-capital-miami-fl-285919.md)) | 285919 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee, Other |
| [Bradesco Global Advisors](https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416) ([md](https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416.md)) | 134416 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Brainvest Wealth Management LLC](https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743) ([md](https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743.md)) | 289743 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Brazil Advisors LLC](https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952) ([md](https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952.md)) | 333952 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |

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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 Miami, FL](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md)
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- [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.