Advisers in Miami, FL
170 advisers in Miami — 170 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (54)Hourly fees (39)Flat / fixed fees (76)% of assets managed (168)Retirement plan consulting (20)
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Kaufman Rossin Wealth, LLCSEC registeredNo commissions reportedKey Capital Advisors, INC.State registeredNo commissions reportedKi Capital Wealth Management US LLCSEC registeredNo commissions reportedKlosters CapitalSEC registeredNo commissions reportedL&s Investment Advisors, LLCSEC registeredNo commissions reportedLafise Global Advisors LLCSEC registeredNo commissions reportedLarch Capital Partners LLCSEC registeredNo commissions reportedLatin Securities INCState registeredNo commissions reportedLifeinvest Wealth Management, LTDSEC registeredNo commissions reportedLion Capital Advisors LLCSEC registeredNo commissions reported
Lmpg Wealth Advisors, LLCSEC registeredNo commissions reportedLongman Wealthcare Management, LLCState registeredNo commissions reportedMaceratio LLCSEC registeredNo commissions reportedMacro Strategy AdvisorsState registeredNo commissions reportedMagen Wealth Management, LLCState registeredNo commissions reportedMariva Global Asset Management, LLCSEC registeredNo commissions reportedMaway LLCState registeredNo commissions reportedMiura Investment Advisors, INCState registeredNo commissions reportedMmbg Investment Advisors CO.SEC registeredNo commissions reportedMora Capital Management, LLCSEC registeredNo commissions reportedMori Huston PartnersSEC registeredNo commissions reportedNoctua International Wmg, LLCSEC registeredNo commissions reportedNumaSEC registeredNo commissions reportedOceanis Financial Advisors, INC.SEC registeredNo commissions reportedOctogone NaSEC registeredNo commissions reportedOssia ImState registeredNo commissions reportedPanoramika Advisors INC.SEC registeredNo commissions reportedPar5 Advisors LLCState registeredNo commissions reportedPecora Capital LLCState registeredNo commissions reportedPicea Capital LLCSEC registeredNo commissions reportedPinetree Advisors Corp.SEC registeredNo commissions reportedPowell Investment Advisors, LLCSEC registeredNo commissions reportedProaltus USASEC registeredNo commissions reportedRc Private Wealth, LLCState registeredNo commissions reportedRichmond CapitalSEC registeredNo commissions reportedRm Private Wealth ManagementSEC registeredNo commissions reportedSaagaSEC registeredNo commissions reportedSaint Joseph Advisors LLCState registeredNo commissions reportedSamuel & Associates Investment Management LPState registeredNo commissions reportedSanctuary Advisors, LLCSEC registeredNo commissions reportedSancus Wealth Management LLCState registeredNo commissions reportedSaul Wealth Advisors, LLCSEC registeredNo commissions reportedScala Capital LLCSEC registeredNo commissions reportedSierra Capital LLCSEC registeredNo commissions reportedSolidus Advisors LLCState registeredNo commissions reportedSollinda Capital Management LLCSEC registeredNo commissions reportedStonex International Advisors INCSEC registeredNo commissions reportedSulzberger Capital Advisors, INC.SEC registeredNo commissions reportedThe Atlas Financial GroupSEC registeredNo commissions reportedThe World Changers Investments, LLCState registeredNo commissions reportedThureos Asset Management LLCState registeredNo commissions reportedTiempo Capital PartnersSEC registeredNo commissions reportedTransparenza Advisors LLCState registeredNo commissions reportedTrue Wealth Advisory GroupSEC registeredNo commissions reportedTudor Advisors LLCState registeredNo commissions reportedUcap AmericasSEC registeredNo commissions reportedUnimarSEC registeredNo commissions reportedUyana Partners LLCSEC registeredNo commissions reportedValor Advisors LLCSEC registeredNo commissions reportedVeltria Advisors Corp.SEC registeredNo commissions reportedVizcaya Capital, LLCSEC registeredNo commissions reportedVsi Securities, INC.State registeredNo commissions reportedWakefulState registeredNo commissions reportedWca Advisors, LLCState registeredNo commissions reportedWelcy Capital Advisors LLCSEC registeredNo commissions reportedWlt PartnersSEC registeredNo commissions reportedXendia Wealth LLCSEC registeredNo commissions reportedXp Advisory US, INC.SEC registeredNo commissions reportedZestSEC registeredNo commissions reportedZink Wealth Solutions LLCState registeredNo commissions reported
Talking to advisers in Miami? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.
Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.