AdvisorGrade

Financial advisers in Miami, FL

205 registered investment adviser firms in Miami managing $1.1T in assets, based on public SEC Form ADV filings.

Citadel Advisors LLC

Miami, FL · Est. 2010

NationalInternational
Fee-only
AUM
$570.6B
Per adviser
$434M
Advisers
1,314

No reported disclosures

Oc Investment Management LP

Miami, FL · Est. 2021

NationalInternational
Fee-only
AUM
$75.9B
Per adviser
$25.3B
Advisers
3

No reported disclosures

H.I.G. Capital, LLC

Miami, FL · Est. 2012

NationalInternational
Fee-only
AUM
$72.3B
Per adviser
$136M
Advisers
533

No reported disclosures

I Squared Capital Advisors (US) LLC

Miami, FL · Est. 2013

NationalInternational
Fee-only
AUM
$60.1B
Per adviser
$532M
Advisers
113

No reported disclosures

Cifc Asset Management LLC

Miami, FL · Est. 2011

RegionalInternational
Fee-only
AUM
$44.6B
Per adviser
$501M
Advisers
89

No reported disclosures

Sanctuary Advisors, LLC

Miami, FL · Est. 2015

NationalInternational
Fee-based
AUM
$34.9B
Per adviser
$88M
Advisers
396

No reported disclosures

Rialto Capital Management, LLC

Miami, FL · Est. 2012

RegionalInternational
Fee-based
AUM
$21.7B
Per adviser
$275M
Advisers
79

No reported disclosures

Universa Investments L.P.

Miami, FL · Est. 2008

RegionalInternational
Fee-only
AUM
$21.3B
Per adviser
$4.3B
Advisers
5

1823 Partners (US) LLC

Miami, FL · Est. 2024

Regional
Fee-only
AUM
$18.5B
Per adviser
$618M
Advisers
30

No reported disclosures

Loop Capital Asset Management

Miami, FL · Est. 2009

Regional
Fee-only
AUM
$10.8B
Per adviser
$600M
Advisers
18

No reported disclosures

Carlyle Aviation Pdp Management LLC

Miami, FL · Est. 2020

RegionalInternational
Fee-only
AUM
$10.4B
Per adviser
$416M
Advisers
25

No reported disclosures

Flexpoint Ford, LLC

Miami, FL · Est. 2012

RegionalInternational
Fee-only
AUM
$7.9B
Per adviser
$121M
Advisers
65

No reported disclosures

Daemon Investment And Asset Management, LLC

Miami, FL · Est. 2016

RegionalInternational
Fee-based
AUM
$7.1B
Per adviser
$2.4B
Advisers
3

No reported disclosures

Hq Capital Private Equity LLC

Miami, FL · Est. 2005

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$300M
Advisers
18

No reported disclosures

Gentrust

Miami, FL · Est. 2011

RegionalInternational
Fee-based
AUM
$5.2B
Per adviser
$289M
Advisers
18

No reported disclosures

Insigneo Advisory Services, LLC

Miami, FL · Est. 2016

RegionalInternational
Fee-based
AUM
$5.2B
Per adviser
$29M
Advisers
178

No reported disclosures

Corient Ia LLC

Miami, FL · Est. 2023

Regional
Fee-only
AUM
$5.1B
Per adviser
$104M
Advisers
49

No reported disclosures

Aliya Capital Partners LLC

Miami, FL · Est. 2021

RegionalInternational
Fee-based
AUM
$5.1B
Per adviser
$849M
Advisers
6

No reported disclosures

Kinetic Partners Management, LP

Miami, FL · Est. 2022

RegionalInternational
Fee-only
AUM
$4.7B
Per adviser
$591M
Advisers
8

No reported disclosures

Valley Forge Capital Management

Miami, FL · Est. 2017

RegionalInternational
Fee-only
AUM
$4.4B
Per adviser
$2.2B
Advisers
2

No reported disclosures

Redwheel

Miami, FL · Est. 2013

RegionalInternational
Fee-only
AUM
$4.4B
Per adviser
$313M
Advisers
14

No reported disclosures

Finaccess Advisors, LLC

Miami, FL · Est. 2009

RegionalInternational
Fee-based
AUM
$4.1B
Per adviser
$588M
Advisers
7

No reported disclosures

Valor Advisors LLC

Miami, FL · Est. 2014

RegionalInternational
Fee-based
AUM
$4.0B
Per adviser
$501M
Advisers
8

No reported disclosures

Shaolin Capital Management LLC

Miami, FL · Est. 2019

RegionalInternational
Fee-only
AUM
$3.9B
Per adviser
$556M
Advisers
7

No reported disclosures

Defiance Etfs, LLC

Miami, FL · Est. 2018

Regional
Fee-only
AUM
$3.9B
Per adviser
$1.9B
Advisers
2

No reported disclosures

Larch Capital Partners LLC

Miami, FL · Est. 2020

RegionalInternational
Fee-based
AUM
$3.0B
Per adviser
$500M
Advisers
6

No reported disclosures

Mmbg Investment Advisors Co.

Miami, FL · Est. 2016

RegionalInternational
Fee-based
AUM
$3.0B
Per adviser
$332M
Advisers
9

No reported disclosures

Eir Partners Capital, LP

Miami, FL · Est. 2023

Regional
Fee-only
AUM
$2.7B
Per adviser
$247M
Advisers
11

No reported disclosures

Ingham Retirement Group

Miami, FL · Est. 1991

Regional
Fee-only
AUM
$2.6B
Per adviser
$262M
Advisers
10

No reported disclosures

Divisadero Street Capital Management, LP

Miami, FL · Est. 2022

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$326M
Advisers
8

No reported disclosures

Azora Capital LP

Miami, FL · Est. 2017

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$501M
Advisers
5

No reported disclosures

3650 Reit Investment Management LLC

Miami, FL · Est. 2017

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$304M
Advisers
8

No reported disclosures

Forest Avenue Capital Management LP

Miami, FL · Est. 2022

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$481M
Advisers
5

No reported disclosures

Efg Private Wealth Management (Americas) Corp.

Miami, FL · Est. 2011

RegionalInternational
Fee-based
AUM
$2.3B
Per adviser
$92M
Advisers
25

No reported disclosures

Point Break Capital Management LLC

Miami, FL · Est. 2012

RegionalInternational
Fee-based
AUM
$2.0B
Per adviser
$185M
Advisers
11

No reported disclosures

Althum Advisors LLC

Miami, FL · Est. 2021

RegionalInternational
Fee-based
AUM
$2.0B
Per adviser
$203M
Advisers
10

No reported disclosures

Bulltick Wealth Management, LLC

Miami, FL · Est. 2008

RegionalInternational
Fee-based
AUM
$1.9B
Per adviser
$93M
Advisers
21

No reported disclosures

Lorient Capital Management, LLC

Miami, FL · Est. 2019

Local
Fee-only
AUM
$1.9B
Per adviser
$139M
Advisers
14

No reported disclosures

Mora Capital Management, LLC

Miami, FL · Est. 2000

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$66M
Advisers
29

No reported disclosures

Fora Capital, LLC

Miami, FL · Est. 2020

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$833M
Advisers
2

No reported disclosures

Forgelight LLC

Miami, FL · Est. 2020

Local
Fee-only
AUM
$1.6B
Per adviser
$409M
Advisers
4

No reported disclosures

Sierra Capital LLC

Miami, FL · Est. 2000

LocalInternational
Fee-based
AUM
$1.6B
Per adviser
$269M
Advisers
6

No reported disclosures

Leste Capital Partners (Florida), LLC

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$107M
Advisers
15

No reported disclosures

Locust Point Capital

Miami, FL · Est. 2017

Local
Fee-only
AUM
$1.6B
Per adviser
$57M
Advisers
28

No reported disclosures

Credicorp Capital Advisors LLC

Miami, FL · Est. 2021

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$105M
Advisers
15

No reported disclosures

Eightfold Real Estate Capital, L.P.

Miami, FL · Est. 2013

Local
Fee-only
AUM
$1.4B
Per adviser
$110M
Advisers
13

No reported disclosures

Elion Partners, LLC

Miami, FL · Est. 2017

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$88M
Advisers
16

No reported disclosures

Arrington Capital Investment Management, LLC

Miami, FL · Est. 2021

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$156M
Advisers
9

No reported disclosures

Bbva Global Wealth Advisors, INC.

Miami, FL · Est. 2024

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$35M
Advisers
39

No reported disclosures

Allie Family Office LLC

Miami, FL · Est. 2020

LocalInternational
Fee-based
AUM
$1.3B
Per adviser
$120M
Advisers
11

No reported disclosures

Northampton Capital Partners

Miami, FL · Est. 2024

Local
Fee-only
AUM
$1.3B
Per adviser
$109M
Advisers
12

No reported disclosures

Bigsur Partners, LLC

Miami, FL · Est. 2008

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$142M
Advisers
9

No reported disclosures

Canal Road Capital, LLC

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$140M
Advisers
9

No reported disclosures

Element Pointe Family Office

Miami, FL · Est. 2016

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$135M
Advisers
9

No reported disclosures

Maceratio LLC

Miami, FL · Est. 2024

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$170M
Advisers
7

Boyne Capital

Miami, FL · Est. 2019

Local
Fee-only
AUM
$1.2B
Per adviser
$36M
Advisers
32

No reported disclosures

Carlyle Aviation Securities Partners LLC

Miami, FL · Est. 2014

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$379M
Advisers
3

No reported disclosures

Founders Family Office

Miami, FL · Est. 2022

LocalInternational
Fee-based
AUM
$1.1B
Per adviser
$159M
Advisers
7

No reported disclosures

Power Sustainable Manager US, INC.

Miami, FL · Est. 2023

LocalInternational
Fee-based
AUM
$1.1B
Per adviser
$83M
Advisers
13

No reported disclosures

Panoramika Advisors INC.

Miami, FL · Est. 2014

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$1.1B
Advisers
1

No reported disclosures

Cifc Investment Management LLC

Miami, FL · Est. 1997

Local
Fee-only
AUM
$1.0B
Per adviser
$12M
Advisers
89

No reported disclosures

Ls Bdc Adviser, LLC

Miami, FL · Est. 2021

Local
Fee-only
AUM
$1.0B
Per adviser
$37M
Advisers
28

No reported disclosures

Sollinda Capital Management LLC

Miami, FL · Est. 2023

Regional
Fee-based
AUM
$1.0B
Per adviser
$68M
Advisers
15

No reported disclosures

Gfg Capital

Miami, FL · Est. 2003

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$113M
Advisers
9

No reported disclosures

Azimut Investment Advisors LLC

Miami, FL · Est. 2005

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$143M
Advisers
7

No reported disclosures

Daybright Advisory Services, INC.

Miami, FL · Est. 2015

Regional
Fee-based
AUM
$997M
Per adviser
$125M
Advisers
8

No reported disclosures

Khrom Capital Management

Miami, FL · Est. 2024

LocalInternational
Fee-only
AUM
$981M
Per adviser
$245M
Advisers
4

No reported disclosures

Trinity Fund Advisors LLC

Miami, FL · Est. 2020

RegionalInternational
Fee-based
AUM
$930M
Per adviser
$37M
Advisers
25

No reported disclosures

Strenta Investment Management Services, LLC

Miami, FL · Est. 2014

LocalInternational
Fee-based
AUM
$916M
Per adviser
$153M
Advisers
6

No reported disclosures

Tiempo Capital Partners

Miami, FL · Est. 2024

LocalInternational
Fee-based
AUM
$911M
Per adviser
$228M
Advisers
4

No reported disclosures

Bridgeinvest LLC

Miami, FL · Est. 2020

LocalInternational
Fee-only
AUM
$859M
Per adviser
$26M
Advisers
33

No reported disclosures

Concise Capital Management, L.P.

Miami, FL · Est. 2008

LocalInternational
Fee-only
AUM
$839M
Per adviser
$120M
Advisers
7

No reported disclosures

Palatine Fund Advisors, LLC

Miami, FL · Est. 2018

Local
Fee-only
AUM
$821M
Per adviser
$41M
Advisers
20

No reported disclosures

Andbanc Advisory LLC

Miami, FL · Est. 2014

LocalInternational
Fee-based
AUM
$806M
Per adviser
$81M
Advisers
10

No reported disclosures

Xp Advisory US, INC.

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$792M
Per adviser
$29M
Advisers
27

No reported disclosures

Artia Global Partners LP

Miami, FL · Est. 2022

LocalInternational
Fee-only
AUM
$779M
Per adviser
$260M
Advisers
3

No reported disclosures

Paradigm Investment Management

Miami, FL · Est. 2015

LocalInternational
Fee-only
AUM
$725M
Per adviser
$363M
Advisers
2

No reported disclosures

Saaga

Miami, FL · Est. 2023

LocalInternational
Fee-based
AUM
$717M
Per adviser
$239M
Advisers
3

No reported disclosures

Lafise Global Advisors LLC

Miami, FL · Est. 2024

LocalInternational
Fee-only
AUM
$699M
Per adviser
$699M
Advisers
1

No reported disclosures

Icv Partners, LLC

Miami, FL · Est. 2012

Local
Fee-only
AUM
$694M
Per adviser
$77M
Advisers
9

No reported disclosures

Brainvest Wealth Management LLC

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$691M
Per adviser
$138M
Advisers
5

No reported disclosures

Powell Investment Advisors, LLC

Miami, FL · Est. 2012

LocalInternational
Fee-based
AUM
$648M
Per adviser
$324M
Advisers
2

No reported disclosures

Vizcaya Capital, LLC

Miami, FL · Est. 2020

RegionalInternational
Fee-only
AUM
$631M
Per adviser
$79M
Advisers
8

No reported disclosures

Centrica Wealth Management

Miami, FL · Est. 2025

LocalInternational
Fee-based
AUM
$627M
Per adviser
$314M
Advisers
2

No reported disclosures

H.I.G. Whitehorse Advisers, LLC

Miami, FL · Est. 2012

Regional
Fee-only
AUM
$615M
Per adviser
$9M
Advisers
69

No reported disclosures

Gda Luma Capital Management, LP

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$592M
Per adviser
$46M
Advisers
13

No reported disclosures

Tyro Capital Management, LLC

Miami, FL · Est. 2023

Local
Fee-only
AUM
$571M
Per adviser
$114M
Advisers
5

No reported disclosures

Inca Investments, LLC

Miami, FL · Est. 2004

LocalInternational
Fee-only
AUM
$570M
Per adviser
$81M
Advisers
7

No reported disclosures

White Wolf Capital Advisors, LLC

Miami, FL · Est. 2021

Regional
Fee-only
AUM
$567M
Per adviser
$44M
Advisers
13

No reported disclosures

Downtown Wealth Studios, LLC

Miami, FL · Est. 2023

Regional
Fee-based
AUM
$563M
Per adviser
$141M
Advisers
4

No reported disclosures

Dara Capital US, INC.

Miami, FL · Est. 2010

LocalInternational
Fee-based
AUM
$563M
Per adviser
$282M
Advisers
2

No reported disclosures

Compass Group Investments Solutions LLC

Miami, FL · Est. 2019

LocalInternational
Fee-based
AUM
$527M
Per adviser
$132M
Advisers
4

No reported disclosures

Kaufman Rossin Wealth, LLC

Miami, FL · Est. 2021

LocalInternational
Fee-only
AUM
$507M
Per adviser
$72M
Advisers
7

No reported disclosures

Creand Management

Miami, FL · Est. 2015

LocalInternational
Fee-based
AUM
$507M
Per adviser
$36M
Advisers
14

No reported disclosures

Klosters Capital

Miami, FL · Est. 2016

LocalInternational
Fee-only
AUM
$496M
Per adviser
$165M
Advisers
3

No reported disclosures

Xendia Wealth LLC

Miami, FL · Est. 2018

LocalInternational
Fee-only
AUM
$475M
Per adviser
$95M
Advisers
5

No reported disclosures

Noctua International Wmg, LLC

Miami, FL · Est. 2009

LocalInternational
Fee-based
AUM
$474M
Per adviser
$158M
Advisers
3

No reported disclosures

Octogone Na

Miami, FL · Est. 2022

LocalInternational
Fee-based
AUM
$470M
Per adviser
$157M
Advisers
3

No reported disclosures

Gables Capital Management, INC.

Miami, FL · Est. 1997

LocalInternational
Fee-only
AUM
$439M
Per adviser
$88M
Advisers
5

No reported disclosures

Hollander Asset Management LLC

Miami, FL · Est. 2009

LocalInternational
Fee-based
AUM
$420M
Per adviser
$210M
Advisers
2

No reported disclosures

Guerra Wealth Advisors

Miami, FL · Est. 2023

Local
Fee-based
AUM
$406M
Per adviser
$45M
Advisers
9

No reported disclosures

Bci Securities, INC.

Miami, FL · Est. 2021

RegionalInternational
Fee-based
AUM
$402M
Per adviser
$10M
Advisers
39

No reported disclosures

Ratan Capital Management, LP

Miami, FL · Est. 2013

LocalInternational
Fee-only
AUM
$402M
Per adviser
$201M
Advisers
2

Galapagos Advisory LLC

Miami, FL · Est. 2024

LocalInternational
Fee-based
AUM
$396M
Per adviser
$66M
Advisers
6

No reported disclosures

In On Capital

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$389M
Per adviser
$49M
Advisers
8

No reported disclosures

Scala Capital LLC

Miami, FL · Est. 2018

LocalInternational
Fee-only
AUM
$380M
Per adviser
$48M
Advisers
8

No reported disclosures

Cibest Capital Advisory Services LLC

Miami, FL · Est. 2022

LocalInternational
Fee-only
AUM
$375M
Per adviser
$94M
Advisers
4

No reported disclosures

Lrz Capital LLC

Miami, FL · Est. 2025

LocalInternational
Fee-based
AUM
$370M
Per adviser
$123M
Advisers
3

No reported disclosures

Aragon Global Management, LP

Miami, FL · Est. 2021

Local
Fee-based
AUM
$369M
Per adviser
$184M
Advisers
2

No reported disclosures

Rtc Partners

Miami, FL · Est. 2021

Local
Fee-only
AUM
$362M
Per adviser
$121M
Advisers
3

No reported disclosures

Acp Capital Management, LLC

Miami, FL · Est. 2021

LocalInternational
Fee-based
AUM
$360M
Per adviser
$30M
Advisers
12

No reported disclosures

Catenary Alternatives Asset Management, LLC

Miami, FL · Est. 2012

LocalInternational
Fee-only
AUM
$353M
Per adviser
$118M
Advisers
3

No reported disclosures

Avory & Co.

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$353M
Per adviser
$353M
Advisers
1

No reported disclosures

Isq Openinfra Registered Advisor LLC

Miami, FL · Est. 2025

RegionalInternational
Fee-only
AUM
$348M
Per adviser
$3M
Advisers
113

No reported disclosures

Brightline Capital Management, LLC

Miami, FL · Est. 2021

Local
Fee-only
AUM
$346M
Per adviser
$87M
Advisers
4

No reported disclosures

Black Toro LLC

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$345M
Per adviser
$69M
Advisers
5

No reported disclosures

Rm Private Wealth Management

Miami, FL · Est. 2020

LocalInternational
Fee-only
AUM
$341M
Per adviser
$341M
Advisers
1

No reported disclosures

Melodeon Capital Partners, LP

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$341M
Per adviser
$170M
Advisers
2

No reported disclosures

Flexis Capital

Miami, FL · Est. 2021

Local
Fee-only
AUM
$339M
Per adviser
$113M
Advisers
3

No reported disclosures

Eschaton Opportunities Fund Management LP

Miami, FL · Est. 2019

Local
Fee-based
AUM
$334M
Per adviser
$83M
Advisers
4

No reported disclosures

Glide Capital

Miami, FL · Est. 2017

LocalInternational
Fee-based
AUM
$328M
Per adviser
$66M
Advisers
5

No reported disclosures

Greenwood Family Advisors LLC

Miami, FL · Est. 2021

LocalInternational
Fee-based
AUM
$327M
Per adviser
$164M
Advisers
2

No reported disclosures

Jaguar Growth Asset Management, LLC

Miami, FL · Est. 2015

LocalInternational
Fee-only
AUM
$313M
Per adviser
$78M
Advisers
4

No reported disclosures

Doma Perpetual Capital Management LLC

Miami, FL · Est. 2022

Local
Fee-only
AUM
$308M
Per adviser
$77M
Advisers
4

No reported disclosures

Campbell Capital Management INC

Miami, FL · Est. 1988

LocalInternational
Fee-only
AUM
$303M
Per adviser
$303M
Advisers
1

No reported disclosures

Lifeinvest Wealth Management, Ltd

Miami, FL · Est. 2009

LocalInternational
Fee-based
AUM
$301M
Per adviser
$38M
Advisers
8

No reported disclosures

Colbert Investment Management Co

Miami, FL · Est. 1997

LocalInternational
Fee-only
AUM
$296M
Per adviser
$148M
Advisers
2

No reported disclosures

Cifc Private Credit Management LLC

Miami, FL · Est. 2024

Regional
Fee-only
AUM
$290M
Per adviser
$3M
Advisers
89

No reported disclosures

One Stone Partners L.L.C.

Miami, FL · Est. 2015

LocalInternational
Fee-only
AUM
$290M
Per adviser
$97M
Advisers
3

No reported disclosures

Bau Advisors

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$286M
Per adviser
$95M
Advisers
3

No reported disclosures

Fdi Wealth Management, LLC

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$284M
Per adviser
$95M
Advisers
3

No reported disclosures

Midtown Investment Advisors LLC

Miami, FL · Est. 2021

Local
Fee-only
AUM
$278M
Per adviser
$139M
Advisers
2

No reported disclosures

Financial Designs Wealth Management

Miami, FL · Est. 2023

Local
Fee-only
AUM
$261M
Per adviser
$65M
Advisers
4

No reported disclosures

Abf Investment Management, LLC

Miami, FL · Est. 2024

Local
Fee-only
AUM
$253M
Per adviser
$32M
Advisers
8

No reported disclosures

Mori Huston Partners

Miami, FL · Est. 2009

LocalInternational
Fee-based
AUM
$242M
Per adviser
$121M
Advisers
2

No reported disclosures

True Wealth Advisory Group

Miami, FL · Est. 2022

RegionalInternational
Fee-only
AUM
$240M
Per adviser
$80M
Advisers
3

No reported disclosures

Creo Capital Partners Management LLC

Miami, FL · Est. 2021

LocalInternational
Fee-based
AUM
$236M
Per adviser
$47M
Advisers
5

No reported disclosures

L&S Investment Advisors, LLC

Miami, FL · Est. 2024

LocalInternational
Fee-based
AUM
$231M
Per adviser
$46M
Advisers
5

No reported disclosures

Unimar

Miami, FL · Est. 2017

LocalInternational
Fee-only
AUM
$231M
Per adviser
$77M
Advisers
3

No reported disclosures

Welcy Capital Advisors LLC

Miami, FL · Est. 2024

LocalInternational
Fee-only
AUM
$226M
Per adviser
$56M
Advisers
4

Oceanis Financial Advisors, INC.

Miami, FL · Est. 2020

LocalInternational
Fee-only
AUM
$226M
Per adviser
$226M
Advisers
1

No reported disclosures

Pare Partners II LLC

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$210M
Per adviser
$70M
Advisers
3

No reported disclosures

Advisory Investor Services LLC

Miami, FL · Est. 2021

LocalInternational
Fee-only
AUM
$210M
Per adviser
$35M
Advisers
6

No reported disclosures

Ucap Americas

Miami, FL · Est. 2014

LocalInternational
Fee-only
AUM
$208M
Per adviser
$30M
Advisers
7

No reported disclosures

021 Investments LLC

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$205M
Per adviser
$68M
Advisers
3

No reported disclosures

Alianza Corp. Investment Advisor

Miami, FL · Est. 2025

LocalInternational
Fee-only
AUM
$204M
Per adviser
$41M
Advisers
5

No reported disclosures

Brasil Plural Investment Advisor LLC

Miami, FL · Est. 2025

LocalInternational
Fee-based
AUM
$202M
Per adviser
$14M
Advisers
14

No reported disclosures

Level One Fund

Miami, FL · Est. 2023

Local
Fee-only
AUM
$202M
Per adviser
$67M
Advisers
3

No reported disclosures

Saul Wealth Advisors, LLC

Miami, FL · Est. 2025

Local
Fee-based
AUM
$201M
Per adviser
$201M
Advisers
1

No reported disclosures

Numa

Miami, FL · Est. 2012

LocalInternational
Fee-based
AUM
$193M
Per adviser
$193M
Advisers
1

No reported disclosures

Calumet Capital Partners LLC

Miami, FL · Est. 2022

Local
Fee-only
AUM
$191M
Per adviser
$64M
Advisers
3

No reported disclosures

Amicorp Wealth Services

Miami, FL · Est. 2022

LocalInternational
Fee-based
AUM
$189M
Per adviser
$94M
Advisers
2

No reported disclosures

Picea Capital LLC

Miami, FL · Est. 2020

LocalInternational
Fee-only
AUM
$187M
Per adviser
$93M
Advisers
2

No reported disclosures

Vision One Management Partners, LP

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$185M
Per adviser
$37M
Advisers
5

No reported disclosures

Chronos Capital Advisors LLC

Miami, FL · Est. 2016

LocalInternational
Fee-based
AUM
$181M
Per adviser
$91M
Advisers
2

No reported disclosures

Allaria Asset Management, LLC

Miami, FL · Est. 2022

LocalInternational
Fee-based
AUM
$180M
Per adviser
$45M
Advisers
4

No reported disclosures

The Atlas Financial Group

Miami, FL · Est. 2023

LocalInternational
Fee-based
AUM
$175M
Per adviser
$175M
Advisers
1

No reported disclosures

Corrales & Co.

Miami, FL · Est. 2024

LocalInternational
Fee-based
AUM
$174M
Per adviser
$29M
Advisers
6

No reported disclosures

Vizcaya Capital Partners LLC

Miami, FL · Est. 2023

LocalInternational
Fee-based
AUM
$172M
Per adviser
$86M
Advisers
2

No reported disclosures

Blanche Park Capital

Miami, FL · Est. 2025

LocalInternational
Fee-only
AUM
$167M
Per adviser
$167M
Advisers
1

No reported disclosures

Participant Capital

Miami, FL · Est. 2021

LocalInternational
Fee-only
AUM
$166M
Per adviser
$83M
Advisers
2

No reported disclosures

Bice Wealth Management LLC

Miami, FL · Est. 2025

LocalInternational
Fee-only
AUM
$164M
Per adviser
$82M
Advisers
2

No reported disclosures

Tls Advisors LLC

Miami, FL · Est. 2023

Local
Fee-only
AUM
$164M
Per adviser
$27M
Advisers
6

No reported disclosures

Barnett Capital Advisors LLC

Miami, FL · Est. 2025

LocalInternational
Fee-based
AUM
$161M
Per adviser
$81M
Advisers
2

No reported disclosures

Inversiones Sura

Miami, FL · Est. 2025

LocalInternational
Fee-only
AUM
$160M
Per adviser
$160M
Advisers
1

No reported disclosures

Guardant Wealth Advisors

Miami, FL · Est. 2026

Local
Fee-only
AUM
$149M
Per adviser
$50M
Advisers
3

No reported disclosures

Bgv Financial Advisors

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$144M
Per adviser
$144M
Advisers
1

No reported disclosures

Lmpg Wealth Advisors, LLC

Miami, FL · Est. 2024

Local
Fee-only
AUM
$132M
Per adviser
$66M
Advisers
2

No reported disclosures

Obion Capital Management LP

Miami, FL · Est. 2024

LocalInternational
Fee-only
AUM
$129M
Per adviser
$65M
Advisers
2

No reported disclosures

Mariva Global Asset Management, LLC

Miami, FL · Est. 2026

LocalInternational
Fee-only
AUM
$129M
Per adviser
$64M
Advisers
2

No reported disclosures

Leste USA, LLC

Miami, FL · Est. 2019

LocalInternational
Fee-based
AUM
$126M
Per adviser
$18M
Advisers
7

No reported disclosures

Fortis Private Wealth Advisors, LLC

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$124M
Per adviser
$124M
Advisers
1

No reported disclosures

Coral Wealth Management, LLC

Miami, FL · Est. 2025

Local
Fee-based
AUM
$124M
Per adviser
$124M
Advisers
1

No reported disclosures

Arbalpha

Miami, FL · Est. 2024

Local
Fee-only
AUM
$122M
Per adviser
$61M
Advisers
2

No reported disclosures

Davivienda Advisors

Miami, FL · Est. 2022

LocalInternational
Fee-only
AUM
$120M
Per adviser
$24M
Advisers
5

No reported disclosures

Sulzberger Capital Advisors, INC.

Miami, FL · Est. 2026

Local
Fee-only
AUM
$117M
Per adviser
$59M
Advisers
2

No reported disclosures

Uyana Partners LLC

Miami, FL · Est. 2026

RegionalInternational
Fee-based
AUM
$115M
Per adviser
$19M
Advisers
6

No reported disclosures

Veltria Advisors Corp.

Miami, FL · Est. 2018

LocalInternational
Fee-based
AUM
$113M
Per adviser
$57M
Advisers
2

No reported disclosures

Goi

Miami, FL · Est. 2026

LocalInternational
Fee-only
AUM
$111M
Per adviser
$56M
Advisers
2

No reported disclosures

Stonex International Advisors INC

Miami, FL · Est. 2022

LocalInternational
Fee-based
AUM
$107M
Per adviser
$7M
Advisers
15

No reported disclosures

Clout Capital

Miami, FL · Est. 2024

LocalInternational
Fee-based
AUM
$105M
Per adviser
$105M
Advisers
1

No reported disclosures

Eurocapital Advisors, INC

Miami, FL · Est. 2004

LocalInternational
Fee-only
AUM
$104M
Per adviser
$52M
Advisers
2

No reported disclosures

Mendoza Private Wealth

Miami, FL · Est. 2026

LocalInternational
Fee-based
AUM
$101M
Per adviser
$101M
Advisers
1

No reported disclosures

Lion Capital Advisors LLC

Miami, FL · Est. 2019

LocalInternational
Fee-only
AUM
$95M
Per adviser
$95M
Advisers
1

No reported disclosures

Arias Resource Capital Management LP

Miami, FL · Est. 2011

LocalInternational
Fee-only
AUM
$91M
Per adviser
$15M
Advisers
6

No reported disclosures

Zest

Miami, FL · Est. 2021

LocalInternational
Fee-only
AUM
$91M
Per adviser
$91M
Advisers
1

No reported disclosures

Inter US Management, LLC

Miami, FL · Est. 2025

LocalInternational
Fee-only
AUM
$83M
Per adviser
$17M
Advisers
5

No reported disclosures

Mgm Innova Cap Management LLC

Miami, FL · Est. 2021

LocalInternational
Fee-only
AUM
$78M
Per adviser
$13M
Advisers
6

No reported disclosures

Clockwise Capital LLC

Miami, FL · Est. 2022

Local
Fee-only
AUM
$72M
Per adviser
$36M
Advisers
2

No reported disclosures

Pare Partners LLC

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$67M
Per adviser
$22M
Advisers
3

No reported disclosures

Galapagos Global Capital Management LLC

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$45M
Per adviser
$9M
Advisers
5

No reported disclosures

Eternal Capital, LLC

Miami, FL · Est. 2026

RegionalInternational
Fee-based
AUM
$43M
Per adviser
$9M
Advisers
5

No reported disclosures

Richmond Capital

Miami, FL · Est. 2023

LocalInternational
Fee-only
AUM
$927,000
Per adviser
$927,000
Advisers
1

No reported disclosures

Daba Advisors LLC

Miami, FL · Est. 2022

LocalInternational
Fee-based
AUM
$228,411
Per adviser
$228,411
Advisers
1

No reported disclosures

Bulltick4u Advisor, LLC

Miami, FL · Est. 2022

LocalInternational
Fee-only
AUM
$142,776
Per adviser
$71,388
Advisers
2

No reported disclosures

El Menudo Cuenta LLC

Miami, FL · Est. 2024

Local
Fee-based
AUM
$3,600
Per adviser
$3,600
Advisers
1

No reported disclosures

Emcee Invest

Miami, FL · Est. 2018

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Ikalon Advisors LLC

Miami, FL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Inter Advisors LLC

Miami, FL · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
6

No reported disclosures

Wlt Partners

Miami, FL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
3

No reported disclosures

Coolabah Investment Management (USA) INC

Miami, FL · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Fusion Quant Technologies

Miami, FL · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Poolit Fund Management, LLC

Miami, FL · Est. 2022

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Pilotai Wealth

Miami, FL · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Green Capital Private Wealth

Miami, FL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures