{
  "path": "/advisors/fl/miami",
  "url": "https://advisorcensus.com/advisors/fl/miami/page/6",
  "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": 6,
  "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": 283639,
      "name": "Chronos Capital Advisors LLC",
      "name_as_filed": "CHRONOS CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639",
      "city": "Miami",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317663,
      "name": "Cibest Capital Advisory Services LLC",
      "name_as_filed": "CIBEST CAPITAL ADVISORY SERVICES LLC",
      "url": "https://advisorcensus.com/firm/cibest-capital-advisory-services-llc-miami-fl-317663",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159172,
      "name": "Cifc Asset Management LLC",
      "name_as_filed": "CIFC ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cifc-asset-management-llc-miami-fl-159172",
      "city": "Miami",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107050,
      "name": "Cifc Investment Management LLC",
      "name_as_filed": "CIFC INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cifc-investment-management-llc-miami-fl-107050",
      "city": "Miami",
      "state": "FL",
      "years_registered": 29,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334020,
      "name": "Cifc Private Credit Management LLC",
      "name_as_filed": "CIFC PRIVATE CREDIT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cifc-private-credit-management-llc-miami-fl-334020",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338119,
      "name": "CIP PE Advisors, LLC",
      "name_as_filed": "CIP PE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cip-pe-advisors-llc-west-palm-beach-fl-338119",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148826,
      "name": "Citadel Advisors LLC",
      "name_as_filed": "CITADEL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/citadel-advisors-llc-miami-fl-148826",
      "city": "Miami",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172321,
      "name": "Clark Financial Planning Services LLC",
      "name_as_filed": "CLARK FINANCIAL PLANNING SERVICES LLC",
      "url": "https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321",
      "city": "Coconut Creek",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319333,
      "name": "Clark Private Wealth, LLC",
      "name_as_filed": "CLARK PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/clark-private-wealth-llc-miami-fl-319333",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326951,
      "name": "Clearsky Advisors LLC",
      "name_as_filed": "CLEARSKY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/clearsky-advisors-llc-west-palm-beach-fl-326951",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310677,
      "name": "Clerisy Global Capital Management, LP",
      "name_as_filed": "CLERISY GLOBAL CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/clerisy-global-capital-management-lp-key-biscayne-fl-310677",
      "city": "Key Biscayne",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333072,
      "name": "Clifton First LLC",
      "name_as_filed": "CLIFTON FIRST LLC",
      "url": "https://advisorcensus.com/firm/clifton-first-llc-palm-beach-fl-333072",
      "city": "Palm Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 175233,
      "name": "Clockwise Capital LLC",
      "name_as_filed": "CLOCKWISE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/clockwise-capital-llc-miami-fl-175233",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334276,
      "name": "Clockwork Management LLC",
      "name_as_filed": "CLOCKWORK MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/clockwork-management-llc-miami-fl-334276",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 327315,
      "name": "Clout Capital",
      "name_as_filed": "CLOUT CAPITAL",
      "url": "https://advisorcensus.com/firm/clout-capital-miami-fl-327315",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123811,
      "name": "CMC Advisors, Inc.",
      "name_as_filed": "CMC ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/cmc-advisors-inc-boca-raton-fl-123811",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285844,
      "name": "Coastal Way Financial Group, LLC",
      "name_as_filed": "COASTAL WAY FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/coastal-way-financial-group-llc-west-palm-beach-fl-285844",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108642,
      "name": "Colbert Investment Management Co",
      "name_as_filed": "COLBERT INVESTMENT MANAGEMENT CO",
      "url": "https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642",
      "city": "Miami",
      "state": "FL",
      "years_registered": 29,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324135,
      "name": "Collective Asset Management, LLC",
      "name_as_filed": "COLLECTIVE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/collective-asset-management-llc-plantation-fl-324135",
      "city": "Plantation",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 344012,
      "name": "Collins Fund Advisors LLC",
      "name_as_filed": "COLLINS FUND ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/collins-fund-advisors-llc-north-miami-beach-fl-344012",
      "city": "North Miami Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 175506,
      "name": "Colony Capital Investment Advisors, LLC",
      "name_as_filed": "COLONY CAPITAL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/colony-capital-investment-advisors-llc-boca-raton-fl-175506",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153074,
      "name": "Common Cents Wealth Management, LLC",
      "name_as_filed": "COMMON CENTS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074",
      "city": "Pembroke Pines",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312541,
      "name": "Commonwealth Credit Advisors, LLC",
      "name_as_filed": "COMMONWEALTH CREDIT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/commonwealth-credit-advisors-llc-west-palm-beach-fl-312541",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109368,
      "name": "Community Capital Management, LLC",
      "name_as_filed": "COMMUNITY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125186,
      "name": "Compass Financial Group, Inc.",
      "name_as_filed": "COMPASS FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186",
      "city": "Deerfield Beach",
      "state": "FL",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305680,
      "name": "Compass Group Investments Solutions LLC",
      "name_as_filed": "COMPASS GROUP INVESTMENTS SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131324,
      "name": "Comprehensive Wealth Solutions, LLC",
      "name_as_filed": "COMPREHENSIVE WEALTH SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160753,
      "name": "Comvest Advisors LLC",
      "name_as_filed": "COMVEST ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/comvest-advisors-llc-west-palm-beach-fl-160753",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311663,
      "name": "Comvest Credit Advisors, LLC",
      "name_as_filed": "COMVEST CREDIT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/comvest-credit-advisors-llc-west-palm-beach-fl-311663",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322342,
      "name": "Comvest Credit Managers, LLC",
      "name_as_filed": "COMVEST CREDIT MANAGERS, LLC",
      "url": "https://advisorcensus.com/firm/comvest-credit-managers-llc-west-palm-beach-fl-322342",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145778,
      "name": "Concise Capital Management, L.P.",
      "name_as_filed": "CONCISE CAPITAL MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778",
      "city": "Miami",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307727,
      "name": "Conscientia Family Office, LLC",
      "name_as_filed": "CONSCIENTIA FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131934,
      "name": "Consilium Investment Management LLC",
      "name_as_filed": "CONSILIUM INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163534,
      "name": "Contrast Capital Management, LLC",
      "name_as_filed": "CONTRAST CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534",
      "city": "Miami",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148472,
      "name": "Convergence Investment Partners, LLC",
      "name_as_filed": "CONVERGENCE INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
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    {
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      },
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      },
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  },
  "csv": "https://advisorcensus.com/advisors/fl/miami.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
