Fee-OnlyFinder

% of assets managed in Miami, FL

168 advisers in Miami offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 168

Acp Capital Management, LLC1200 Brickell Avenue, Suite 1700 · Miami, FL 33131 · (305) 670-4180 · Flat / fixed feesCRD 138556 · % of assets, Fixed fees, Performance-based fees · $360.3 million AUMSEC registeredNo commissions reportedAdvisory Investor Services LLC1200 Brickell Avenue, Suite 250 · Miami, FL 33131 · (786) 462-6044 · % of assets managedCRD 173134 · % of assets, Other · $209.9 million AUMSEC registeredNo commissions reportedAlianza Corp. Investment Advisor175 Sw 7th St, Suite 1703 · Miami, FL 33135 · (954) 330-1741 · % of assets managedCRD 323267 · % of assets · $204.1 million AUMSEC registeredNo commissions reportedAliya Capital Partners LLC1450 Brickell Ave, Suite 2600 · Miami, FL 33131 · (305) 831-4999 · Financial planningCRD 305988 · % of assets, Fixed fees, Performance-based fees · $5.3 billion AUMSEC registeredNo commissions reportedAllaria Asset Management, LLC1110 Brickell Avenue, Suite 603 · Miami, FL 33131 · (786) 686-5400 · Hourly feesCRD 287513 · % of assets, Hourly charges, Fixed fees · $179.6 million AUMSEC registeredNo commissions reportedAllie Family Office LLC1200 Brickell Avenue, Suite 800 · Miami, FL 33131 · (786) 635-7162 · Flat / fixed feesCRD 307144 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAlthum Advisors LLC1441 Brickell Av. Suite 1016 · Miami, FL 33131 · (305) 456-7645 · Flat / fixed feesCRD 315952 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedAmida Wealth Advisors, LLC218 Nw 24th Street · Miami, FL 33127 · (305) 809-0790 · Financial planningCRD 319227 · % of assets, Fixed fees · $53.9 million AUMState registeredNo commissions reportedAnchor Advisory, LLC1200 Brickell Ave Ste 1811 · Miami, FL 33131 · (305) 491-9391 · Hourly feesCRD 297570 · % of assets, Hourly charges, Other · $24.0 million AUMState registeredNo commissions reportedAndbanc Advisory LLC201 S. Biscayne Blvd., Suite 1100 · Miami, FL 33131 · (305) 702-0601 · Hourly feesCRD 150463 · % of assets, Hourly charges, Fixed fees · $806.5 million AUMSEC registeredNo commissions reported
Arbalpha601 Brickell Key Drive, Suite 700 · Miami, FL 33131 · (786) 374-2620 · Financial planningCRD 327158 · % of assets · $121.6 million AUMSEC registeredNo commissions reportedArkhe Wealth Management701 Brickell Ave, Ste 1550 · Miami, FL 33131 · (786) 821-9044 · Financial planningCRD 337491 · % of assets, Hourly charges · $410,000 AUMState registeredNo commissions reportedAsg Capital150 Se 2nd Avenue, Suite 704 · Miami, FL 33131 · (305) 760-6531 · Flat / fixed feesCRD 149013 · % of assets, Fixed fees, Performance-based fees · $75.0 million AUMState registeredNo commissions reportedAvory & CO.2665 S Bayshore Dr., Unit 307 · Miami, FL 33133 · (305) 306-9494 · % of assets managedCRD 284812 · % of assets, Performance-based fees · $353.2 million AUMSEC registeredNo commissions reportedAzimut Investment Advisors LLC1450 Brickell Ave, Suite 2610 · Miami, FL 33131 · (786) 866-3700 · Hourly feesCRD 134626 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedBaf Advisors Corp777 Brickell Ave, Suite 1210 · Miami, FL 33131 · (786) 503-3748 · Hourly feesCRD 323286 · % of assets, Hourly charges · $1.4 million AUMState registeredNo commissions reportedBancaribe Capital1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 200-8800 · % of assets managedCRD 325521 · % of assets · $121.4 million AUMState registeredNo commissions reportedBankshop, LLC1110 Brickell Ave. Suite 200 · Miami, FL 33131 · (954) 256-6259 · % of assets managedCRD 306387 · % of assets · $71.5 million AUMState registeredNo commissions reportedBarnett Capital Advisors LLC444 Brickell Ave, Suite 820 · Miami, FL 33131 · (305) 328-8538 · Financial planningCRD 159113 · % of assets, Hourly charges, Fixed fees · $161.1 million AUMSEC registeredNo commissions reportedBbva Global Wealth Advisors, INC.501 Brickell Key Drive, Suite 601 · Miami, FL 33131 · (305) 205-7752 · % of assets managedCRD 327326 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedBci Securities, INC.1450 Brickell Avenue, Suite 2850 · Miami, FL 33131 · (305) 929-5500 · Flat / fixed feesCRD 168047 · % of assets, Fixed fees · $402.2 million AUMSEC registeredNo commissions reportedBelvedere Wealth Advisors LLC1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 395-6328 · % of assets managedCRD 298719 · % of assets · $4.5 million AUMState registeredNo commissions reportedBg Advisors848 Brickell Avenue, Ph-5 · Miami, FL 33131 · (305) 423-8980 · % of assets managedCRD 287825 · % of assets · $40.4 million AUMState registeredNo commissions reportedBgv Financial Advisors201 S. Biscayne Blvd, Suite 1130 · Miami, FL 33131 · (305) 615-2101 · % of assets managedCRD 324511 · % of assets · $143.8 million AUMSEC registeredNo commissions reportedBice Wealth Management LLC1000 Brickell Ave, Suite 500 · Miami, FL 33131 · (786) 266-4597 · Hourly feesCRD 323979 · % of assets, Hourly charges · $164.5 million AUMSEC registeredNo commissions reportedBigsur Partners, LLC1441 Brickell Avenue, Suite 1450 · Miami, FL 33131 · (305) 740-6777 · % of assets managedCRD 146511 · % of assets, Performance-based fees, Other · $1.3 billion AUMSEC registeredNo commissions reportedBlack Toro LLC600 Brickell Avenue, Suite 1775 · Miami, FL 33131 · (786) 753-7009 · % of assets managedCRD 315289 · % of assets, Performance-based fees, Other · $345.1 million AUMSEC registeredNo commissions reportedBlue Infinitas Capital, LLC5201 Waterford District Drive, Suite 842a · Miami, FL 33126 · (305) 792-8353 · % of assets managedCRD 329245 · % of assets · $16.0 million AUMState registeredNo commissions reportedBluereef Capital1100 Brickell Bay Dr, Suite 113 #310411 · Miami, FL 33231 · (305) 392-6932 · % of assets managedCRD 300405 · % of assets · $4.8 million AUMState registeredNo commissions reportedBrainvest Wealth Management LLC1221 Brickell Ave., Suite 1750 · Miami, FL 33131 · (305) 224-8834 · % of assets managedCRD 289743 · % of assets, Performance-based fees · $690.9 million AUMSEC registeredNo commissions reportedBrasil Plural Investment Advisor LLC2601 S. Bayshore Drive, Suite 1200 · Miami, FL 33133 · (305) 860-0070 · Flat / fixed feesCRD 288563 · % of assets, Fixed fees · $201.6 million AUMSEC registeredNo commissions reportedBrazil Advisors LLC777 Brickell Ave, 5th Floor · Miami, FL 33131 · (786) 623-6334 · Flat / fixed feesCRD 333952 · % of assets, Fixed fees, Performance-based fees · $11.3 million AUMState registeredNo commissions reportedBrice Financial Advisors INC2000 N Bayshore Dr Ste 210 · Miami, FL 33137 · (561) 536-8187 · Flat / fixed feesCRD 326528 · % of assets, Fixed fees · $2.3 million AUMState registeredNo commissions reportedBrickell Financial Group LLC848 Brickell Avenue, Ph 5 · Miami, FL 33131 · (305) 602-2402 · Financial planningCRD 283974 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedBull Market Investment Management, INC.175 Sw 7th Street, Suite 1616 · Miami, FL 33130 · (561) 757-2322 · Flat / fixed feesCRD 288871 · % of assets, Fixed fees, Performance-based fees · $32.3 million AUMState registeredNo commissions reportedBulltick Wealth Management, LLC333 Se 2nd Ave, Suite 3950 · Miami, FL 33131 · (305) 533-1541 · Financial planningCRD 141588 · % of assets, Fixed fees, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedBulltick4u Advisor, LLC333 Se 2nd Avenue, Suite 3950 · Miami, FL 33131 · (305) 533-1541 · % of assets managedCRD 319418 · % of assets · $142,776 AUMSEC registeredNo commissions reportedCamerondowning, INC.101 Nw 8th St., Suite 200 · Miami, FL 33136 · (305) 564-3794 · Financial planningCRD 172258 · % of assets, Hourly charges, Fixed fees · $40.5 million AUMState registeredNo commissions reportedCampbell Capital Management INC7301 Sw 57th CT., Ste 540 · Miami, FL 33143 · (305) 670-3140 · % of assets managedCRD 106130 · % of assets · $303.3 million AUMSEC registeredNo commissions reportedCampos Financial8950 Sw 74th Court, Suite 2201 #B6 · Miami, FL 33156 · (305) 874-7480 · Financial planningCRD 304860 · % of assets, Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reportedCela Wealth Management8950 Sw 74th Court, Suite 2213 · Miami, FL 33156 · (305) 667-8123 · Financial planningCRD 148040 · % of assets, Fixed fees · $65.0 million AUMState registeredNo commissions reportedCelenian Capital, LLC333 Se 2nd Ave., Suite 2000 · Miami, FL 33131 · (786) 749-8667 · % of assets managedCRD 139568 · % of assets, Performance-based fees · $15.2 million AUMState registeredNo commissions reportedCentrica Wealth Management1200 Brickell Avenue, Suite 1700b · Miami, FL 33131 · (305) 686-7910 · Financial planningCRD 335042 · % of assets, Fixed fees · $627.4 million AUMSEC registeredNo commissions reportedChronos Capital Advisors LLC1000 Brickell Avenue, Suite 560 · Miami, FL 33131 · (786) 703-4996 · Flat / fixed feesCRD 283639 · % of assets, Fixed fees · $181.1 million AUMSEC registeredNo commissions reportedCibest Capital Advisory Services LLC1221 Brickell Avenue, Suite 2010 · Miami, FL 33131 · (786) 551-9122 · % of assets managedCRD 317663 · % of assets, Performance-based fees · $374.8 million AUMSEC registeredNo commissions reportedClark Private Wealth, LLC801 S. Miami Avenue, Unit 2103 · Miami, FL 33130 · (913) 963-9757 · Financial planningCRD 319333 · % of assets · $8.5 million AUMState registeredNo commissions reportedClout Capital78 Sw 7th St, Floor 7 Suite 7154 · Miami, FL 33130 · (561) 931-8430 · Financial planningCRD 327315 · % of assets, Fixed fees · $105.0 million AUMSEC registeredNo commissions reportedColbert Investment Management CO3520 Mary Street, Suite 202 · Miami, FL 33133 · (305) 416-9996 · % of assets managedCRD 108642 · % of assets · $295.8 million AUMSEC registeredNo commissions reportedCompass Group Investments Solutions LLC1441 Brickell Avenue, Suite 1430 · Miami, FL 33131 · (305) 358-7052 · Flat / fixed feesCRD 305680 · % of assets, Fixed fees, Other · $526.8 million AUMSEC registeredNo commissions reportedConcise Capital Management, L.P.777 Brickell Avenue, Suite 630 · Miami, FL 33131 · (305) 371-4578 · % of assets managedCRD 145778 · % of assets, Performance-based fees · $838.6 million AUMSEC registeredNo commissions reportedConscientia Family Office, LLC1395 Brickell Ave. Suite 690 · Miami, FL 33131 · (786) 442-7378 · % of assets managedCRD 307727 · % of assets, Performance-based fees · $97.3 million AUMState registeredNo commissions reportedContrast Capital Management, LLC1688 Meridian Ave, 7th Floor · Miami, FL 33139 · (617) 388-1529 · % of assets managedCRD 163534 · % of assets, Performance-based fees · $82.7 million AUMState registeredNo commissions reportedCoral Wealth Management, LLC20801 Biscayne Blvd., Suite 403 · Miami, FL 33180 · (305) 671-3914 · Financial planningCRD 307117 · % of assets, Hourly charges, Fixed fees · $124.3 million AUMSEC registeredNo commissions reportedCorient830 Brickell Plaza, Suite 4800 · Miami, FL 33131 · (305) 735-2020 · Financial planningCRD 319448 · % of assets, Hourly charges, Fixed fees · $165.3 billion AUMSEC registeredNo commissions reportedCorrales & CO.1200 Brickell Ave, Suite 220 · Miami, FL 33131 · (239) 421-5359 · Financial planningCRD 332189 · % of assets, Fixed fees · $174.2 million AUMSEC registeredNo commissions reportedCreand Management777 Brickell Avenue, Suite 1201 · Miami, FL 33131 · (305) 358-8844 · Financial planningCRD 154894 · % of assets, Hourly charges, Fixed fees · $506.6 million AUMSEC registeredNo commissions reportedCredicorp Capital Advisors LLC1111 Brickell Avenue, Suite 2825 · Miami, FL 33131 · (305) 455-0975 · Hourly feesCRD 290081 · % of assets, Hourly charges, Other · $1.6 billion AUMSEC registeredNo commissions reportedCss Capital Advisory LLC40 Sw 13th Street, Suite 201-B · Miami, FL 33130 · (646) 330-5351 · % of assets managedCRD 171711 · % of assets, Other · $60.8 million AUMState registeredNo commissions reportedDaba Advisors LLC1000 Brickell Ave, Ste 715 Pmb 1469 · Miami, FL 33131 · (855) 400-3222 · Flat / fixed feesCRD 319371 · % of assets, Subscription fees, Fixed fees · $228,411 AUMSEC registeredNo commissions reportedDara Capital US, INC.1395 Brickell Ave, Suite 800 · Miami, FL 33131 · (646) 779-9760 · Flat / fixed feesCRD 153544 · % of assets, Fixed fees, Performance-based fees · $563.1 million AUMSEC registeredNo commissions reportedDavivienda Advisors1110 Brickell Avenue, Suite 900b · Miami, FL 33131 · (786) 238-7925 · % of assets managedCRD 319755 · % of assets · $120.2 million AUMSEC registeredNo commissions reportedDowntown Wealth Studios, LLC218 Northwest 24th St. · Miami, FL 33127 · (888) 240-2737 · Financial planningCRD 325213 · % of assets, Fixed fees · $563.5 million AUMSEC registeredNo commissions reportedEfg Private Wealth Management (Americas) Corp.701 Brickell Avenue, Suite 1310 · Miami, FL 33131 · (305) 482-8000 · Flat / fixed feesCRD 158905 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedElement Pointe Family Office333 Se 2nd Ave, Suite 2520 · Miami, FL 33131 · (786) 655-9790 · Financial planningCRD 282750 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedEm Financial Services, LLC13500 Sw 88th St., Suite 287 · Miami, FL 33186 · (305) 509-8462 · Financial planningCRD 337368 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedEurocapital Advisors, INC1001 Brickell Bay Drive, Suite 2700 · Miami, FL 33131 · (786) 621-5858 · % of assets managedCRD 126163 · % of assets · $103.6 million AUMSEC registeredNo commissions reportedFdi Wealth Management, LLC777 Brickell Ave, Suite 500 · Miami, FL 33131 · (561) 875-7673 · Financial planningCRD 292050 · % of assets, Hourly charges · $283.8 million AUMSEC registeredNo commissions reportedFinaccess Advisors LLC1111 Brickell Avenue, Suite 2600 · Miami, FL 33131 · (305) 377-1112 · Financial planningCRD 150697 · % of assets, Fixed fees, Other · $4.1 billion AUMSEC registeredNo commissions reportedFinancial Designs Wealth Management8000 Nw 7th Street, Suite 203 · Miami, FL 33126 · (786) 388-0070 · Financial planningCRD 314520 · % of assets · $261.2 million AUMSEC registeredNo commissions reportedFivenca Asset Management1221 Brickell Ave, Suite 900 · Miami, FL 33131 · (646) 348-0896 · Hourly feesCRD 288527 · % of assets, Hourly charges, Fixed fees · $52.4 million AUMState registeredNo commissions reportedFlorida Atlantic Securities Corp.9130 South Dadeland Blvd., Suite 1600 · Miami, FL 33156 · (305) 670-9250 · % of assets managedCRD 43272 · % of assets, Performance-based fees, Other · $590.0 million AUMSEC registeredNo commissions reportedFocus Investment Advisors, LLC40 Sw 13th Street, Suite 201 · Miami, FL 33130 · (305) 494-6551 · % of assets managedCRD 157186 · % of assets, Other · $30.5 million AUMState registeredNo commissions reportedFolionet Advisers LLC1221 Brickell Ave. Ste. 900 · Miami, FL 33131 · (305) 810-4389 · % of assets managedCRD 300145 · % of assets · $23.8 million AUMState registeredNo commissions reportedFortis Private Wealth Advisors, LLC6100 Blue Lagoon Drive, Suite 160 · Miami, FL 33126 · (305) 416-9093 · % of assets managedCRD 304494 · % of assets · $124.4 million AUMSEC registeredNo commissions reportedFounders Family Office98 Se 7th St, Suite 620 · Miami, FL 33131 · (305) 650-2997 · Flat / fixed feesCRD 315653 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedGables Capital Management, INC.801 Brickell Avenue, Suite 650 · Miami, FL 33131 · (305) 374-9121 · % of assets managedCRD 109608 · % of assets, Performance-based fees · $438.8 million AUMSEC registeredNo commissions reportedGalapagos Advisory LLC201 S Biscayne Blvd, Suite 1220 · Miami, FL 33131 · (305) 515-5878 · Financial planningCRD 322042 · % of assets, Fixed fees · $395.7 million AUMSEC registeredNo commissions reportedGentrust1450 Brickell Avenue, Suite 3050 · Miami, FL 33131 · (305) 677-6688 · Financial planningCRD 158369 · % of assets, Fixed fees, Performance-based fees · $5.2 billion AUMSEC registeredNo commissions reportedGermana Capital LLC1001 Brickell Bay Dr, Suite 2727 · Miami, FL 33131 · (312) 888-6886 · Financial planningCRD 321214 · % of assets, Hourly charges, Performance-based fees · $7.4 million AUMState registeredNo commissions reportedGfg Capital701 Brickell Avenue, Suite 1400 · Miami, FL 33131 · (305) 810-6500 · Hourly feesCRD 128059 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedGlobal Kandor Advisors, LLC3350 Virginia Street, Second Floor · Miami, FL 33133 · (786) 558-0391 · Financial planningCRD 308452 · % of assets, Fixed fees · $483.3 million AUMSEC registeredNo commissions reportedGoi801 Brickell Avenue, 8th Floor · Miami, FL 33131 · (888) 464-4742 · Financial planningCRD 319494 · % of assets · $111.3 million AUMSEC registeredNo commissions reportedGrayton Beach Capital, LLC1221 Brickell Ave, Suite 900 · Miami, FL 33131 · (561) 928-1942 · Financial planningCRD 317626 · % of assets, Hourly charges · $28,400 AUMState registeredNo commissions reportedGreenwood Family Advisors LLC1395 Brickell Ave, Suite 800 · Miami, FL 33131 · (305) 648-6405 · Flat / fixed feesCRD 304820 · % of assets, Fixed fees, Other · $327.1 million AUMSEC registeredNo commissions reportedGrove Wealth Management, LLC175 Sw 7th Street, Suite #1815 · Miami, FL 33130 · (305) 384-4770 · Hourly feesCRD 281917 · % of assets, Hourly charges, Performance-based fees · $14.1 million AUMState registeredNo commissions reportedGuardant Wealth Advisors848 Brickell Avenue, Suite Ph5 · Miami, FL 33131 · (305) 845-7511 · Financial planningCRD 339708 · % of assets · $204.4 million AUMSEC registeredNo commissions reportedGuardant Wealth Advisors LLC848 Brickell Ave, Suite Ph5 · Miami, FL 33157 · (305) 845-7511 · Financial planningCRD 331392 · % of assets · $18,000 AUMState registeredNo commissions reportedGuerra Wealth Advisors6401 Sw 87 Avenue, Suite 119 · Miami, FL 33173 · (305) 448-1011 · Financial planningCRD 282409 · % of assets, Hourly charges, Fixed fees · $406.2 million AUMSEC registeredNo commissions reportedHighrise Wealth Management9495 Sw 72 St., Unit 270b · Miami, FL 33173 · (786) 370-6125 · Financial planningCRD 316327 · % of assets, Fixed fees · $17.6 million AUMState registeredNo commissions reportedHolistic Asset Management, LLC800 Brickell Ave, Suite 502 · Miami, FL 33131 · (305) 374-1177 · % of assets managedCRD 156789 · % of assets, Performance-based fees · $48.8 million AUMState registeredNo commissions reportedHollander Asset Management LLC701 Brickell Ave, Suite 1550 · Miami, FL 33131 · (305) 579-9255 · Flat / fixed feesCRD 150343 · % of assets, Fixed fees, Performance-based fees · $419.7 million AUMSEC registeredNo commissions reportedIn on Capital777 Brickell Avenue, Suite 500 · Miami, FL 33131 · (305) 721-2811 · % of assets managedCRD 290038 · % of assets, Performance-based fees · $389.4 million AUMSEC registeredNo commissions reportedIngham Retirement Group9350 South Dixie Highway, Suite 1560 · Miami, FL 33156 · (305) 671-2200 · Financial planningCRD 106299 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedInsigneo Advisory Services, LLC1221 Brickell Avenue, 27th Floor · Miami, FL 33131 · (305) 373-9000 · Flat / fixed feesCRD 282589 · % of assets, Fixed fees, Other · $5.2 billion AUMSEC registeredNo commissions reportedInversiones Sura1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 448-0014 · Hourly feesCRD 318065 · % of assets, Hourly charges, Other · $160.2 million AUMSEC registeredNo commissions reportedItau International Securities INC.200 S. Biscayne Blvd, Suite 2200 · Miami, FL 33131 · (305) 416-7813 · % of assets managedCRD 144769 · % of assets, Performance-based fees · $48.0 million AUMState registeredNo commissions reportedIur Capital, LLC999 Brickell Ave, Suite 410 · Miami, FL 33131 · (786) 706-2595 · % of assets managedCRD 153630 · % of assets, Performance-based fees · $4.7 million AUMState registeredNo commissions reportedJeffrey R. Jacobs, CPA12944 Sw 133 Court · Miami, FL 33186 · (305) 255-0011 · Financial planningCRD 141614 · % of assets, Hourly charges · $2.1 million AUMState registeredNo commissions reportedKaufman Rossin Wealth, LLC3310 Mary Street, Suite 501 · Miami, FL 33133 · (305) 646-6071 · Financial planningCRD 301921 · % of assets, Hourly charges · $506.7 million AUMSEC registeredNo commissions reportedKey Capital Advisors, INC.1000 Brickell Avenue, Suite 315 · Miami, FL 33131 · (305) 302-0919 · Flat / fixed feesCRD 113541 · % of assets, Fixed fees, Other · $69.6 million AUMState registeredNo commissions reportedKi Capital Wealth Management US LLC2980 McFarlane Road · Miami, FL 33133 · (520) 710-0826 · % of assets managedCRD 317738 · % of assets, Performance-based fees · $145.9 million AUMSEC registeredNo commissions reportedKlosters Capital848 Brickell Avenue, Suite 750 · Miami, FL 33131 · (305) 907-3421 · % of assets managedCRD 285582 · % of assets, Other · $495.6 million AUMSEC registeredNo commissions reportedL&s Investment Advisors, LLC2601 S. Bayshore Dr., Suite 1200 · Miami, FL 33133 · (786) 241-7000 · Flat / fixed feesCRD 285002 · % of assets, Fixed fees, Other · $231.4 million AUMSEC registeredNo commissions reportedLafise Global Advisors LLC2340 S. Dixie Highway · Miami, FL 33133 · (305) 374-6001 · % of assets managedCRD 331244 · % of assets · $699.0 million AUMSEC registeredNo commissions reportedLarch Capital Partners LLC201 S. Biscayne Boulevard, Suite 900 · Miami, FL 33131 · (786) 677-4120 · Flat / fixed feesCRD 307653 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedLatin Securities INC100 Se 2nd Street, Suite #3975 · Miami, FL 33131 · (786) 579-0234 · Hourly feesCRD 164117 · % of assets, Hourly charges · $48.9 million AUMState registeredNo commissions reportedLifeinvest Wealth Management, LTD1110 Brickell Avenue, Suite 210-A · Miami, FL 33131 · (786) 523-0500 · Flat / fixed feesCRD 146966 · % of assets, Fixed fees, Other · $300.5 million AUMSEC registeredNo commissions reportedLion Capital Advisors LLC1450 Brickell Ave., Suite 1480 · Miami, FL 33131 · (305) 849-5222 · Financial planningCRD 305440 · % of assets · $94.8 million AUMSEC registeredNo commissions reportedLmpg Wealth Advisors, LLC801 Brickell Ave, Suite 800 · Miami, FL 33131 · (610) 202-9897 · % of assets managedCRD 328251 · % of assets · $131.7 million AUMSEC registeredNo commissions reportedLongman Wealthcare Management, LLC11098 Biscayne Boulevard, Suite 304 · Miami, FL 33161 · (305) 892-8598 · Financial planningCRD 110555 · % of assets, Hourly charges, Fixed fees · $78.6 million AUMState registeredNo commissions reportedMaceratio LLC800 Brickell Ave. Ste.1111 · Miami, FL 33131 · (305) 398-9010 · Flat / fixed feesCRD 304078 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedMacro Strategy Advisors1221 Brickell Avenue, Suite 900 · Miami, FL 33131 · (786) 348-9408 · % of assets managedCRD 314428 · % of assets · $61.7 million AUMState registeredNo commissions reportedMagen Wealth Management, LLC19790 West Dixie Highway 8th Floor, Suite 811 · Miami, FL 33180 · (954) 338-1966 · % of assets managedCRD 175157 · % of assets, Performance-based fees · $75.3 million AUMState registeredNo commissions reportedMariva Global Asset Management, LLC150 Se 2nd Ave, Ph 3 · Miami, FL 33131 · (305) 712-6999 · % of assets managedCRD 285674 · % of assets · $129.0 million AUMSEC registeredNo commissions reportedMaway LLC990 Biscayne Blvd, Office 503 · Miami, FL 33132 · (585) 978-4664 · % of assets managedCRD 291892 · % of assets · $293,968 AUMState registeredNo commissions reportedMiura Investment Advisors, INC1395 Brickell Ave, Suite 1560 · Miami, FL 33131 · (305) 379-3602 · % of assets managedCRD 283148 · % of assets, Performance-based fees, Other · $391.8 million AUMState registeredNo commissions reportedMmbg Investment Advisors CO.1221 Brickell Avenue, 1221 Brickell Building, Suite 1030 · Miami, FL 33131 · (305) 374-0704 · Financial planningCRD 285263 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedMora Capital Management, LLC1450 Brickell Avenue, Suite 2900 · Miami, FL 33131 · (305) 459-5400 · % of assets managedCRD 112221 · % of assets, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedMori Huston Partners1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 856-9304 · Hourly feesCRD 151260 · % of assets, Hourly charges, Fixed fees · $241.6 million AUMSEC registeredNo commissions reportedNoctua International Wmg, LLC2011 S Miami Ave · Miami, FL 33129 · (786) 220-0330 · Flat / fixed feesCRD 151170 · % of assets, Fixed fees, Performance-based fees · $474.5 million AUMSEC registeredNo commissions reportedNuma1200 Brickell Avenue, Suite 1950 · Miami, FL 33131 · (786) 315-4824 · Flat / fixed feesCRD 164602 · % of assets, Fixed fees, Other · $192.7 million AUMSEC registeredNo commissions reportedOceanis Financial Advisors, INC.40 Sw 13th Street, Suite 605 · Miami, FL 33130 · (305) 330-4398 · % of assets managedCRD 307787 · % of assets · $225.6 million AUMSEC registeredNo commissions reportedOctogone Na1395 Brickell Avenue, Suite 1180 · Miami, FL 33131 · (305) 677-9559 · Financial planningCRD 322478 · % of assets, Fixed fees, Performance-based fees · $469.7 million AUMSEC registeredNo commissions reportedOssia Im1200 Brickell Avenue, Suite 1950 #1331 · Miami, FL 33131 · (305) 923-7212 · % of assets managedCRD 329936 · % of assets, Other · $98.5 million AUMState registeredNo commissions reportedPanoramika Advisors INC.201 S. Biscayne Blvd, 28th Floor · Miami, FL 33131 · (305) 913-7569 · % of assets managedCRD 172737 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedPar5 Advisors LLC600 Brickell Avenue, Suite 2520 · Miami, FL 33131 · (786) 638-5650 · % of assets managedCRD 327518 · % of assets · $15.8 million AUMState registeredNo commissions reportedPecora Capital LLC601 Brickell Key Drive, Suite 700 · Miami, FL 33131 · (561) 451-6095 · % of assets managedCRD 308178 · % of assets, Performance-based fees · $83.0 million AUMState registeredNo commissions reportedPicea Capital LLC333 Se 2nd Ave, Suite 2000 · Miami, FL 33131 · (786) 871-3300 · % of assets managedCRD 307775 · % of assets · $186.8 million AUMSEC registeredNo commissions reportedPinetree Advisors Corp.2420 Ne Miami Gardens Drive, Suite 203 · Miami, FL 33180 · (305) 510-8772 · Flat / fixed feesCRD 299275 · % of assets, Fixed fees, Other · $120.0 million AUMSEC registeredNo commissions reportedPowell Investment Advisors, LLC3444 Main Highway, Second Floor · Miami, FL 33133 · (786) 470-3480 · Flat / fixed feesCRD 160333 · % of assets, Fixed fees, Performance-based fees · $648.0 million AUMSEC registeredNo commissions reportedProaltus USA1111 Brickell Avenue, 10th Floor · Miami, FL 33131 · (857) 334-1921 · % of assets managedCRD 310955 · % of assets, Performance-based fees, Other · $604.9 million AUMSEC registeredNo commissions reportedRc Private Wealth, LLC9350 South Dixie Highway, Suite 1250 · Miami, FL 33156 · (786) 574-2367 · Financial planningCRD 329301 · % of assets, Hourly charges, Fixed fees · $1.2 million AUMState registeredNo commissions reportedRichmond Capital2333 Brickell Ave, Suite D1 · Miami, FL 33129 · (305) 510-8833 · % of assets managedCRD 327060 · % of assets · $927,000 AUMSEC registeredNo commissions reportedRm Private Wealth Management801 Brickell Ave, Suite 800 · Miami, FL 33131 · (571) 332-7618 · Financial planningCRD 300082 · % of assets, Hourly charges · $340.9 million AUMSEC registeredNo commissions reportedSaaga1221 Brickell Avenue, Suite 2410 · Miami, FL 33131 · (786) 940-3505 · Flat / fixed feesCRD 327015 · % of assets, Fixed fees · $717.5 million AUMSEC registeredNo commissions reportedSaint Joseph Advisors LLC150 Se 2nd Avenue, Suite 505 · Miami, FL 33131 · (305) 972-2672 · % of assets managedCRD 311463 · % of assets · $64.0 million AUMState registeredNo commissions reportedSamuel & Associates Investment Management LP701 Brickell Avenue, Suite 1550 · Miami, FL 33131 · (305) 728-5389 · % of assets managedCRD 312551 · % of assets · $340,000 AUMState registeredNo commissions reportedSanctuary Advisors, LLC1450 Brickell Avenue, Suite 2120 · Miami, FL 33131 · (317) 975-7729 · Financial planningCRD 226606 · % of assets, Hourly charges, Fixed fees · $34.9 billion AUMSEC registeredNo commissions reportedSancus Wealth Management LLC2000 South Dixie Highway, Suite 110 · Miami, FL 33133 · (908) 499-1286 · Financial planningCRD 313226 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reportedSaul Wealth Advisors, LLC700 Ne 26th Terrace, Unit 3203 · Miami, FL 33137 · (212) 457-1990 · Financial planningCRD 337371 · % of assets, Hourly charges, Fixed fees · $201.5 million AUMSEC registeredNo commissions reportedScala Capital LLC999 Brickell Avenue, Suite 1006 · Miami, FL 33131 · (305) 539-3850 · % of assets managedCRD 156165 · % of assets, Performance-based fees · $380.5 million AUMSEC registeredNo commissions reportedSierra Capital LLC600 Brickell Avenue, Ste. 2020 · Miami, FL 33131 · (212) 867-3533 · Financial planningCRD 110129 · % of assets, Fixed fees, Performance-based fees · $1.6 billion AUMSEC registeredNo commissions reportedSolidus Advisors LLC800 Brickell Ave., 4th Floor, Suite 408 · Miami, FL 33131 · (786) 296-1149 · % of assets managedCRD 334863 · % of assets, Performance-based feesState registeredNo commissions reportedSollinda Capital Management LLC1111 Brickell Ave, 10th Floor, Suite 68 · Miami, FL 33131 · (844) 662-1211 · Financial planningCRD 321742 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedStonex International Advisors INC1221 Brickell Avenue, Suite 200 · Miami, FL 33131 · (305) 377-8008 · Financial planningCRD 153799 · % of assets, Hourly charges, Fixed fees · $106.7 million AUMSEC registeredNo commissions reportedSulzberger Capital Advisors, INC.4500 Biscayne Boulevard, Suite 205 · Miami, FL 33137 · (305) 573-4900 · Financial planningCRD 174673 · % of assets · $117.1 million AUMSEC registeredNo commissions reportedThe Atlas Financial Group3050 Biscayne Boulevard, Suite 501 · Miami, FL 33137 · (786) 233-6233 · Financial planningCRD 306849 · % of assets, Hourly charges, Fixed fees · $174.9 million AUMSEC registeredNo commissions reportedThe World Changers Investments, LLC7700 N. Kendall Drive, Suite 509 · Miami, FL 33156 · (212) 363-1600 · % of assets managedCRD 326532 · % of assets · $10.9 million AUMState registeredNo commissions reportedThureos Asset Management LLC66 W. Flagler St., 9th FL, Suite 9078 · Miami, FL 33130 · (786) 550-8832 · Financial planningCRD 311400 · % of assets, Hourly charges · $28.0 million AUMState registeredNo commissions reportedTiempo Capital Partners2665 S Bayshore Drive, Suite 440 · Miami, FL 33133 · (786) 885-2120 · Flat / fixed feesCRD 329367 · % of assets, Fixed fees, Performance-based fees · $911.0 million AUMSEC registeredNo commissions reportedTransparenza Advisors LLC1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (786) 702-0078 · % of assets managedCRD 331554 · % of assets, Performance-based fees · $23.1 million AUMState registeredNo commissions reportedTrue Wealth Advisory Group1 Alhambra Plaza, Floor Ph · Miami, FL 33134 · (786) 358-0050 · % of assets managedCRD 306523 · % of assets, Other · $240.1 million AUMSEC registeredNo commissions reportedTudor Advisors LLC601 Brickell Key Drive, Suite 700 · Miami, FL 33131 · (786) 257-2764 · Flat / fixed feesCRD 297885 · % of assets, Fixed fees · $31.9 million AUMState registeredNo commissions reportedUcap Americas1221 Brickell Avenue, Suite 2040 · Miami, FL 33131 · (646) 809-3600 · % of assets managedCRD 170846 · % of assets, Other · $208.2 million AUMSEC registeredNo commissions reportedUnimar1221 Brickell Avenue, Suite 2601 · Miami, FL 33131 · (305) 797-9124 · % of assets managedCRD 159674 · % of assets, Performance-based fees · $230.8 million AUMSEC registeredNo commissions reportedUyana Partners LLC1450 Brickell Avenue, Suite 2130 · Miami, FL 33131 · (786) 238-4314 · Flat / fixed feesCRD 300280 · % of assets, Fixed fees · $115.0 million AUMSEC registeredNo commissions reportedValor Advisors LLC1441 Brickell Avenue, Suite 1500 · Miami, FL 33131 · (305) 424-1432 · Flat / fixed feesCRD 171358 · % of assets, Fixed fees, Performance-based fees · $4.0 billion AUMSEC registeredNo commissions reportedVeltria Advisors Corp.801 Brickell Ave, Suite 2320 · Miami, FL 33131 · (305) 318-7172 · Financial planningCRD 189514 · % of assets, Fixed fees · $113.2 million AUMSEC registeredNo commissions reportedVizcaya Capital, LLC3350 Virginia Street, 2nd Floor · Miami, FL 33133 · (305) 602-5725 · % of assets managedCRD 170518 · % of assets, Performance-based fees, Other · $631.4 million AUMSEC registeredNo commissions reportedVsi Securities, INC.1111 Brickell Avenue, Suite 1575 · Miami, FL 33131 · (305) 372-2446 · % of assets managedCRD 114419 · % of assets · $28.5 million AUMState registeredNo commissions reportedWakeful1200 Brickell Ave., Suite 1700b · Miami, FL 33131 · (305) 582-3796 · Financial planningCRD 144640 · % of assets · $54.7 million AUMState registeredNo commissions reportedWca Advisors, LLC1221 Brickell Avenue, Suite 900 · Miami, FL 33131 · (305) 432-8337 · Hourly feesCRD 325342 · % of assets, Hourly charges · $245,460 AUMState registeredNo commissions reportedWelcy Capital Advisors LLC1101 Brickell Avenue, Suite 1600 · Miami, FL 33131 · (786) 353-0036 · % of assets managedCRD 154782 · % of assets, Performance-based fees, Other · $225.7 million AUMSEC registeredNo commissions reportedWlt Partners1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 200-8877 · Flat / fixed feesCRD 339994 · % of assets, Fixed fees, Other · $104.3 million AUMSEC registeredNo commissions reportedXendia Wealth LLC175 S.w. 7th Street, Suite 2310 · Miami, FL 33130 · (305) 415-0060 · % of assets managedCRD 157973 · % of assets, Other · $475.3 million AUMSEC registeredNo commissions reportedXp Advisory US, INC.701 Brickell Avenue, Ste 1350 · Miami, FL 33131 · (786) 725-5983 · % of assets managedCRD 173779 · % of assets, Performance-based fees, Other · $792.3 million AUMSEC registeredNo commissions reportedZest1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 394-6486 · Financial planningCRD 316889 · % of assets, Performance-based fees · $90.6 million AUMSEC registeredNo commissions reportedZink Wealth Solutions LLC2937 Sw 27th Ave, Suite 303 · Miami, FL 33133 · (305) 753-4115 · Flat / fixed feesCRD 319554 · % of assets, Fixed fees · $38.4 million AUMState registeredNo commissions reported