# 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/6

## 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 6 of 23, 251 to 300 of 1,113, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Chronos Capital Advisors LLC](https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639) ([md](https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639.md)) | 283639 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Cibest Capital Advisory Services LLC](https://advisorcensus.com/firm/cibest-capital-advisory-services-llc-miami-fl-317663) ([md](https://advisorcensus.com/firm/cibest-capital-advisory-services-llc-miami-fl-317663.md)) | 317663 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Cifc Asset Management LLC](https://advisorcensus.com/firm/cifc-asset-management-llc-miami-fl-159172) ([md](https://advisorcensus.com/firm/cifc-asset-management-llc-miami-fl-159172.md)) | 159172 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Cifc Investment Management LLC](https://advisorcensus.com/firm/cifc-investment-management-llc-miami-fl-107050) ([md](https://advisorcensus.com/firm/cifc-investment-management-llc-miami-fl-107050.md)) | 107050 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Performance fee |
| [Cifc Private Credit Management LLC](https://advisorcensus.com/firm/cifc-private-credit-management-llc-miami-fl-334020) ([md](https://advisorcensus.com/firm/cifc-private-credit-management-llc-miami-fl-334020.md)) | 334020 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [CIP PE Advisors, LLC](https://advisorcensus.com/firm/cip-pe-advisors-llc-west-palm-beach-fl-338119) ([md](https://advisorcensus.com/firm/cip-pe-advisors-llc-west-palm-beach-fl-338119.md)) | 338119 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Performance fee |
| [Citadel Advisors LLC](https://advisorcensus.com/firm/citadel-advisors-llc-miami-fl-148826) ([md](https://advisorcensus.com/firm/citadel-advisors-llc-miami-fl-148826.md)) | 148826 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee, Other |
| [Clark Financial Planning Services LLC](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321) ([md](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321.md)) | 172321 | Coconut Creek, FL | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [Clark Private Wealth, LLC](https://advisorcensus.com/firm/clark-private-wealth-llc-miami-fl-319333) ([md](https://advisorcensus.com/firm/clark-private-wealth-llc-miami-fl-319333.md)) | 319333 | Miami, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Clearsky Advisors LLC](https://advisorcensus.com/firm/clearsky-advisors-llc-west-palm-beach-fl-326951) ([md](https://advisorcensus.com/firm/clearsky-advisors-llc-west-palm-beach-fl-326951.md)) | 326951 | West Palm Beach, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Clerisy Global Capital Management, LP](https://advisorcensus.com/firm/clerisy-global-capital-management-lp-key-biscayne-fl-310677) ([md](https://advisorcensus.com/firm/clerisy-global-capital-management-lp-key-biscayne-fl-310677.md)) | 310677 | Key Biscayne, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Clifton First LLC](https://advisorcensus.com/firm/clifton-first-llc-palm-beach-fl-333072) ([md](https://advisorcensus.com/firm/clifton-first-llc-palm-beach-fl-333072.md)) | 333072 | Palm Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Clockwise Capital LLC](https://advisorcensus.com/firm/clockwise-capital-llc-miami-fl-175233) ([md](https://advisorcensus.com/firm/clockwise-capital-llc-miami-fl-175233.md)) | 175233 | Miami, FL | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee, Other |
| [Clockwork Management LLC](https://advisorcensus.com/firm/clockwork-management-llc-miami-fl-334276) ([md](https://advisorcensus.com/firm/clockwork-management-llc-miami-fl-334276.md)) | 334276 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Clout Capital](https://advisorcensus.com/firm/clout-capital-miami-fl-327315) ([md](https://advisorcensus.com/firm/clout-capital-miami-fl-327315.md)) | 327315 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [CMC Advisors, Inc.](https://advisorcensus.com/firm/cmc-advisors-inc-boca-raton-fl-123811) ([md](https://advisorcensus.com/firm/cmc-advisors-inc-boca-raton-fl-123811.md)) | 123811 | Boca Raton, FL | SEC-registered investment adviser | Not reported | 22 | Other |
| [Coastal Way Financial Group, LLC](https://advisorcensus.com/firm/coastal-way-financial-group-llc-west-palm-beach-fl-285844) ([md](https://advisorcensus.com/firm/coastal-way-financial-group-llc-west-palm-beach-fl-285844.md)) | 285844 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Colbert Investment Management Co](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642) ([md](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642.md)) | 108642 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets |
| [Collective Asset Management, LLC](https://advisorcensus.com/firm/collective-asset-management-llc-plantation-fl-324135) ([md](https://advisorcensus.com/firm/collective-asset-management-llc-plantation-fl-324135.md)) | 324135 | Plantation, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Collins Fund Advisors LLC](https://advisorcensus.com/firm/collins-fund-advisors-llc-north-miami-beach-fl-344012) ([md](https://advisorcensus.com/firm/collins-fund-advisors-llc-north-miami-beach-fl-344012.md)) | 344012 | North Miami Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Colony Capital Investment Advisors, LLC](https://advisorcensus.com/firm/colony-capital-investment-advisors-llc-boca-raton-fl-175506) ([md](https://advisorcensus.com/firm/colony-capital-investment-advisors-llc-boca-raton-fl-175506.md)) | 175506 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee, Other |
| [Common Cents Wealth Management, LLC](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074) ([md](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074.md)) | 153074 | Pembroke Pines, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Commonwealth Credit Advisors, LLC](https://advisorcensus.com/firm/commonwealth-credit-advisors-llc-west-palm-beach-fl-312541) ([md](https://advisorcensus.com/firm/commonwealth-credit-advisors-llc-west-palm-beach-fl-312541.md)) | 312541 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Community Capital Management, LLC](https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368) ([md](https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368.md)) | 109368 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Other |
| [Compass Financial Group, Inc.](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186) ([md](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186.md)) | 125186 | Deerfield Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Compass Group Investments Solutions LLC](https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680) ([md](https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680.md)) | 305680 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee, Other |
| [Comprehensive Wealth Solutions, LLC](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324) ([md](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324.md)) | 131324 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Comvest Advisors LLC](https://advisorcensus.com/firm/comvest-advisors-llc-west-palm-beach-fl-160753) ([md](https://advisorcensus.com/firm/comvest-advisors-llc-west-palm-beach-fl-160753.md)) | 160753 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Comvest Credit Advisors, LLC](https://advisorcensus.com/firm/comvest-credit-advisors-llc-west-palm-beach-fl-311663) ([md](https://advisorcensus.com/firm/comvest-credit-advisors-llc-west-palm-beach-fl-311663.md)) | 311663 | West Palm Beach, FL | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Performance fee |
| [Comvest Credit Managers, LLC](https://advisorcensus.com/firm/comvest-credit-managers-llc-west-palm-beach-fl-322342) ([md](https://advisorcensus.com/firm/comvest-credit-managers-llc-west-palm-beach-fl-322342.md)) | 322342 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Concise Capital Management, L.P.](https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778) ([md](https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778.md)) | 145778 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Performance fee |
| [Conscientia Family Office, LLC](https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727) ([md](https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727.md)) | 307727 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Performance fee |
| [Consilium Investment Management LLC](https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934) ([md](https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934.md)) | 131934 | Fort Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Performance fee |
| [Contrast Capital Management, LLC](https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534) ([md](https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534.md)) | 163534 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Performance fee |
| [Convergence Investment Partners, LLC](https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472) ([md](https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472.md)) | 148472 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [Coolabah Investment Management (USA) Inc](https://advisorcensus.com/firm/coolabah-investment-management-usa-inc-miami-fl-341121) ([md](https://advisorcensus.com/firm/coolabah-investment-management-usa-inc-miami-fl-341121.md)) | 341121 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Coral Wealth Management, LLC](https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117) ([md](https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117.md)) | 307117 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Core Wealth Management, Inc.](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870) ([md](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870.md)) | 162870 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Corient](https://advisorcensus.com/firm/corient-miami-fl-319448) ([md](https://advisorcensus.com/firm/corient-miami-fl-319448.md)) | 319448 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee, Other |
| [Corient IA LP](https://advisorcensus.com/firm/corient-ia-lp-miami-fl-326262) ([md](https://advisorcensus.com/firm/corient-ia-lp-miami-fl-326262.md)) | 326262 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Performance fee |
| [Corrales & Co.](https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189) ([md](https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189.md)) | 332189 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Cougar Mutual Company Inc](https://advisorcensus.com/firm/cougar-mutual-company-inc-cooper-city-fl-337475) ([md](https://advisorcensus.com/firm/cougar-mutual-company-inc-cooper-city-fl-337475.md)) | 337475 | Cooper City, FL | State-registered investment adviser | Not reported | 0 | Hourly |
| [Courtesy Investment Advisory Services LLC](https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671) ([md](https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671.md)) | 143671 | Deerfield Beach, FL | State-registered investment adviser | Not reported | 18 | % of assets |
| [Craig Burdo LLC](https://advisorcensus.com/firm/craig-burdo-llc-palm-beach-gardens-fl-332858) ([md](https://advisorcensus.com/firm/craig-burdo-llc-palm-beach-gardens-fl-332858.md)) | 332858 | Palm Beach Gardens, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Creand Management](https://advisorcensus.com/firm/creand-management-miami-fl-154894) ([md](https://advisorcensus.com/firm/creand-management-miami-fl-154894.md)) | 154894 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Credicorp Capital Advisors LLC](https://advisorcensus.com/firm/credicorp-capital-advisors-llc-miami-fl-290081) ([md](https://advisorcensus.com/firm/credicorp-capital-advisors-llc-miami-fl-290081.md)) | 290081 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Other |
| [Creo Capital Partners Management LLC](https://advisorcensus.com/firm/creo-capital-partners-management-llc-miami-fl-296861) ([md](https://advisorcensus.com/firm/creo-capital-partners-management-llc-miami-fl-296861.md)) | 296861 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee, Performance fee |
| [Crew Capital Management, LLC](https://advisorcensus.com/firm/crew-capital-management-llc-miami-fl-330610) ([md](https://advisorcensus.com/firm/crew-capital-management-llc-miami-fl-330610.md)) | 330610 | Miami, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Crystal Capital Partners, LLC](https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010) ([md](https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010.md)) | 146010 | Bay Harbor Islands, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [CS Advisors Inc.](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729) ([md](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729.md)) | 130729 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed 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 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.