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Miami, FL

SEC-registered financial advisors in Miami, FL

SEC data as of September 29, 2026 · Listed A to Z. Not a ranking or a recommendation. · Median size $375M

Common fee types

99%Percentage of assets
53%Fixed or flat fee
34%Performance-based

Filters

111 SEC-registered firms

How it is paidPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

ServesServes individuals

Size bandUnder $25M$25M to $100M$100M to $500M$500M to $1B$1B or more

111 SEC-registered firms

Showing 24 of 111

Acp Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
Advisory Investor Services LLC$100M to $500MSEC recordPercentage of assetsOther
Alianza Corp. Investment Advisor$100M to $500MSEC recordPercentage of assets
Aliya Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
Allaria Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Allie Family Office LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Althum Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Amicorp Wealth Services$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
Andbanc Advisory LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Arbalpha$100M to $500MSEC recordPercentage of assets
Avory & Co.$100M to $500MSEC recordPercentage of assetsPerformance-based
Azimut Investment Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Barnett Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Bbva Global Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assets
Bci Securities, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
BGV Financial Advisors$100M to $500MSEC recordPercentage of assets
Bice Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourly
Bigsur Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
Black Toro LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
Brainvest Wealth Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
Brasil Plural Investment Advisor LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Bulltick Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
Bulltick4u Advisor, LLCUnder $25MSEC recordPercentage of assets
Campbell Capital Management Inc$100M to $500MSEC recordPercentage of assets
Centrica Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Chronos Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Cibest Capital Advisory Services LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
Clout Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Colbert Investment Management Co$100M to $500MSEC recordPercentage of assets
Compass Group Investments Solutions LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
Concise Capital Management, L.P.$500M to $1BSEC recordPercentage of assetsPerformance-based
Coral Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Corient$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
Corrales & Co.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Creand Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
Credicorp Capital Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyOther
Daba Advisors LLCUnder $25MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
Dara Capital US, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
Davivienda Advisors$100M to $500MSEC recordPercentage of assets
Downtown Wealth Studios, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Efg Private Wealth Management (Americas) Corp.$1B or moreSEC recordPercentage of assetsFixed or flat fee
El Menudo Cuenta LLCUnder $25MSEC recordFixed or flat fee
Element Pointe Family Office$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
Eurocapital Advisors, Inc$100M to $500MSEC recordPercentage of assets
Fdi Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
Finaccess Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
Financial Designs Wealth Management$100M to $500MSEC recordPercentage of assets
Florida Atlantic Securities Corp.$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
Fortis Private Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
Founders Family Office$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
Gables Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
Galapagos Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Gentrust$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
GFG Capital$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Global Kandor Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Goi$100M to $500MSEC recordPercentage of assets
Greenwood Family Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Guardant Wealth Advisors$100M to $500MSEC recordPercentage of assets
Guerra Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Hollander Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
In on Capital$100M to $500MSEC recordPercentage of assetsPerformance-based
Ingham Retirement Group$1B or moreSEC recordPercentage of assets
Insigneo Advisory Services, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
Inversiones Sura$100M to $500MSEC recordPercentage of assetsHourlyOther
Kaufman Rossin Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourly
Ki Capital Wealth Management US LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
Klosters Capital$100M to $500MSEC recordPercentage of assetsOther
L&S Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Lafise Global Advisors LLC$500M to $1BSEC recordPercentage of assets
Larch Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Lifeinvest Wealth Management, Ltd$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Lion Capital Advisors LLC$25M to $100MSEC recordPercentage of assets
LMPG Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
Maceratio LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Mariva Global Asset Management, LLC$100M to $500MSEC recordPercentage of assets
MMBG Investment Advisors Co.$1B or moreSEC recordPercentage of assetsFixed or flat fee
Mora Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
Mori Huston Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
Noctua International WMG, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
Numa$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Oceanis Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assets
Octogone NA$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
Panoramika Advisors Inc.$1B or moreSEC recordPercentage of assets
Picea Capital LLC$100M to $500MSEC recordPercentage of assets
Pinetree Advisors Corp.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Powell Investment Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
Proaltus USA$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
Richmond CapitalUnder $25MSEC recordPercentage of assets
RM Private Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
Saaga$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Sanctuary Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Saul Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Scala Capital LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
Sierra Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
Sollinda Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Stonex International Advisors Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Sulzberger Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assets
The Atlas Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
Tiempo Capital Partners$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
True Wealth Advisory Group$100M to $500MSEC recordPercentage of assetsOther
Ucap Americas$100M to $500MSEC recordPercentage of assetsOther
Unimar$100M to $500MSEC recordPercentage of assetsPerformance-based
Uyana Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Valor Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
Veltria Advisors Corp.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Vizcaya Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
Welcy Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
WLT Partners$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Xendia Wealth LLC$100M to $500MSEC recordPercentage of assetsOther
XP Advisory US, Inc.$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
Zest$25M to $100MSEC recordPercentage of assetsPerformance-based

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Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

Firms registered with the SEC in the last 12 months

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