Fiduciary advisors in Miami, FL

202 registered advisers

International capital flows, Latin American banking relationships, and Florida's lack of state income tax converge in Miami's advisory market. 202 SEC-registered fiduciary firms operate in the city, with 195 structured as fee-only. Cross-border tax planning and foreign account compliance (FBAR/FATCA) are specialties that distinguish Miami's fiduciary advisors from those in most other U.S. markets.

1823 PARTNERS (US) LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #333927
Typical Fee1.00%
AUM$1.0B
Minimum--
Clients1

3650 REIT INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #286013
Typical Fee--
AUM$2.8B
Minimum--
Clients13

ABF INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #333541
Typical Fee--
AUM$253M
Minimum--
Clients3

ACP CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #138556
Typical Fee--
AUM$230M
Minimum--
Clients105

ADVISORY INVESTOR SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #173134
Typical Fee--
AUM$181M
Minimum--
Clients208

ALIANZA CORP. INVESTMENT ADVISOR

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #323267
Typical Fee--
AUM$109M
Minimum--
Clients551

ALIYA CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #305988
Typical Fee--
AUM$2.0B
Minimum--
Clients167

ALLARIA ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #287513
Typical Fee--
AUM$115M
Minimum--
Clients14

ALLIE FAMILY OFFICE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307144
Typical Fee--
AUM$1.1B
Minimum--
Clients49

ALTHUM ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #315952
Typical Fee--
AUM$1.6B
Minimum--
Clients71

AMICORP WEALTH SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #319247
Typical Fee2.00%
AUM$172M
Minimum--
Clients17

ANDBANC ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #150463
Typical Fee--
AUM$872M
Minimum--
Clients509

ARAGON GLOBAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #156043
Typical Fee--
AUM$305M
Minimum--
Clients3

ARBALPHA

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #327158
Typical Fee--
AUM$118M
Minimum--
Clients4

ARDAN EQUITY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #312470
Typical Fee--
AUM$254M
Minimum--
Clients11

ARIAS RESOURCE CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #155885
Typical Fee--
AUM$174M
Minimum--
Clients2

ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #292038
Typical Fee--
AUM$629M
Minimum--
Clients8

ARTIA GLOBAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #322091
Typical Fee--
AUM$628M
Minimum--
Clients3

AVORY & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #284812
Typical Fee--
AUM$377M
Minimum--
Clients130

AZIMUT INVESTMENT ADVISORS LLC

Fee-Only, No Conflicts
Miami, FloridaCRD #134626
Typical Fee--
AUM$1.1B
Minimum--
Clients484

AZORA CAPITAL LP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #287621
Typical Fee--
AUM$2.7B
Minimum--
Clients15

A|C MANAGEMENT TECH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #333712
Typical Fee--
AUM--
Minimum--
Clients--

BARNETT CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #159113
Typical Fee--
AUM$123M
Minimum--
Clients453

BAU ADVISORS

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #301667
Typical Fee--
AUM$274M
Minimum--
Clients10

BBVA GLOBAL WEALTH ADVISORS, INC.

Fee-Only, No Conflicts
Miami, FloridaCRD #327326
Typical Fee--
AUM$1.2B
Minimum--
Clients665

BCI SECURITIES, INC.

Also Compensated via Brokerage
Miami, FloridaCRD #168047
Typical Fee--
AUM$295M
Minimum--
Clients430

BCP ADVISORS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #157973
Typical Fee--
AUM$292M
Minimum--
Clients4,059

BGV FINANCIAL ADVISORS

Clean RecordAlso Compensated via Brokerage
Miami, FloridaCRD #324511
Typical Fee--
AUM$119M
Minimum--
Clients12

BICE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #323979
Typical Fee--
AUM$148M
Minimum--
Clients61

BIGSUR PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #146511
Typical Fee--
AUM$1.3B
Minimum--
Clients232

BLACK TORO LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #315289
Typical Fee--
AUM$277M
Minimum--
Clients35

BOREAL CAPITAL MANAGEMENT LLC

Also Compensated via Brokerage
Miami, FloridaCRD #112221
Typical Fee--
AUM$1.8B
Minimum--
Clients719

BOYNE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #285919
Typical Fee--
AUM$678M
Minimum--
Clients5

BRAINVEST WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #289743
Typical Fee--
AUM$554M
Minimum--
Clients97

BRASIL PLURAL INVESTMENT ADVISOR LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #288563
Typical Fee--
AUM$105M
Minimum--
Clients203

BRIDGEINVEST LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #307343
Typical Fee--
AUM$787M
Minimum--
Clients10

BRIGHTLINE CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #161661
Typical Fee--
AUM$215M
Minimum--
Clients2

BULLTICK WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #141588
Typical Fee1.25%
AUM$1.7B
Minimum--
Clients388

BULLTICK4U ADVISOR, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #319418
Typical Fee--
AUM--
Minimum--
Clients--

CALUMET CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #318770
Typical Fee--
AUM$191M
Minimum--
Clients3

CAMPBELL CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #106130
Typical Fee--
AUM$248M
Minimum--
Clients263

CANAL ROAD CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #327488
Typical Fee--
AUM$331M
Minimum--
Clients2

CARLYLE AVIATION PDP MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #305746
Typical Fee--
AUM$11.1B
Minimum--
Clients12

CARLYLE AVIATION SECURITIES PARTNERS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #168456
Typical Fee--
AUM$1.1B
Minimum--
Clients2

CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #164517
Typical Fee--
AUM$337M
Minimum--
Clients4

CENTRICA WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #335042
Typical Fee--
AUM$627M
Minimum--
Clients45

CHANNING GLOBAL ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #290893
Typical Fee--
AUM$844M
Minimum--
Clients33

CHRONOS CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #283639
Typical Fee--
AUM$176M
Minimum--
Clients6

CIBEST CAPITAL ADVISORY SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #317663
Typical Fee--
AUM$243M
Minimum--
Clients263

CIFC ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #159172
Typical Fee--
AUM$41.5B
Minimum--
Clients141

CIFC INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #107050
Typical Fee--
AUM$915M
Minimum--
Clients2

CIFC PRIVATE CREDIT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #334020
Typical Fee--
AUM$131M
Minimum--
Clients3

CITADEL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #148826
Typical Fee--
AUM$446.0B
Minimum--
Clients33

CLOCKWISE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #175233
Typical Fee--
AUM$68M
Minimum--
Clients5

COLBERT INVESTMENT MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #108642
Typical Fee--
AUM$192M
Minimum--
Clients143

COMPASS GROUP INVESTMENTS SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #305680
Typical Fee--
AUM$458M
Minimum--
Clients144

CONCISE CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #145778
Typical Fee--
AUM$650M
Minimum--
Clients9

CORAL WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #307117
Typical Fee--
AUM$104M
Minimum--
Clients629

CORIENT

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #319448
Typical Fee--
AUM$143.6B
Minimum--
Clients109,685

CORIENT IA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #326262
Typical Fee--
AUM$3.7B
Minimum--
Clients105

CORRALES & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #332189
Typical Fee--
AUM$167M
Minimum--
Clients574

CREAND MANAGEMENT

Also Compensated via Brokerage
Miami, FloridaCRD #154894
Typical Fee--
AUM$533M
Minimum--
Clients140

CREDICORP CAPITAL ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #290081
Typical Fee--
AUM$983M
Minimum--
Clients260

CREO CAPITAL PARTNERS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #296861
Typical Fee--
AUM$348M
Minimum--
Clients2

DABA ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #319371
Typical Fee--
AUM--
Minimum--
Clients--

DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #285629
Typical Fee--
AUM$6.2B
Minimum--
Clients5

DARA CAPITAL US, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #153544
Typical Fee--
AUM$516M
Minimum--
Clients61

DAVIVIENDA ADVISORS

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #319755
Typical Fee--
AUM$109M
Minimum--
Clients126

DAYBRIGHT ADVISORY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #133795
Typical Fee--
AUM$4.2B
Minimum--
Clients2,170

DEFIANCE ETFS, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #294410
Typical Fee--
AUM$3.1B
Minimum--
Clients3

DIVISADERO STREET CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #317392
Typical Fee--
AUM$1.1B
Minimum--
Clients3

DOMA PERPETUAL CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #321046
Typical Fee--
AUM$216M
Minimum--
Clients2

DOWNTOWN WEALTH STUDIOS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #325213
Typical Fee--
AUM$635M
Minimum--
Clients117

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #158905
Typical Fee1.50%
AUM$1.9B
Minimum--
Clients678

EIGHTFOLD REAL ESTATE CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #163086
Typical Fee--
AUM$1.4B
Minimum--
Clients13

EIR PARTNERS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #319010
Typical Fee--
AUM$595M
Minimum--
Clients8

ELEMENT POINTE FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #282750
Typical Fee--
AUM$855M
Minimum--
Clients331

ELION PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #170483
Typical Fee--
AUM$1.4B
Minimum--
Clients28

EMCEE INVEST

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #297589
Typical Fee--
AUM--
Minimum--
Clients--

ESCHATON OPPORTUNITIES FUND MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #285575
Typical Fee--
AUM$181M
Minimum--
Clients3

EUROCAPITAL ADVISORS, INC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #126163
Typical Fee--
AUM$101M
Minimum--
Clients12

FDI WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #292050
Typical Fee--
AUM$219M
Minimum--
Clients385

FINACCESS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #150697
Typical Fee--
AUM$4.0B
Minimum--
Clients169

FINANCIAL DESIGNS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #314520
Typical Fee--
AUM$195M
Minimum--
Clients165

FLEXIS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #162601
Typical Fee--
AUM$333M
Minimum--
Clients5

FLEXPOINT FORD, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #157864
Typical Fee--
AUM$7.8B
Minimum--
Clients20

FORA CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #295393
Typical Fee--
AUM$1.3B
Minimum--
Clients2

FOREST AVENUE CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #321948
Typical Fee--
AUM$1.6B
Minimum--
Clients4

FORGELIGHT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307944
Typical Fee--
AUM$1.7B
Minimum--
Clients6

FORTIS PRIVATE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #304494
Typical Fee--
AUM$113M
Minimum--
Clients16

FOUNDERS FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #315653
Typical Fee--
AUM$1.3B
Minimum--
Clients97

FUSION QUANT TECHNOLOGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #337431
Typical Fee--
AUM--
Minimum--
Clients--

GABLES CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #109608
Typical Fee--
AUM$424M
Minimum--
Clients360

GALAPAGOS ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #322042
Typical Fee--
AUM$275M
Minimum--
Clients170

GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC

Fee-Only, No Conflicts
Miami, FloridaCRD #326890
Typical Fee--
AUM$15M
Minimum--
Clients5

GDA LUMA CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #314502
Typical Fee--
AUM$406M
Minimum--
Clients2

GENTRUST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #158369
Typical Fee--
AUM$4.5B
Minimum--
Clients1,667

GFG CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #128059
Typical Fee--
AUM$891M
Minimum--
Clients671

GLIDE CAPITAL

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #288592
Typical Fee--
AUM$371M
Minimum--
Clients2

GREENWOOD FAMILY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #304820
Typical Fee--
AUM$327M
Minimum--
Clients120

GUERRA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #282409
Typical Fee--
AUM$260M
Minimum--
Clients4,267

H.I.G. CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #160711
Typical Fee--
AUM$63.6B
Minimum--
Clients181

H.I.G. WHITEHORSE ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #164905
Typical Fee--
AUM$677M
Minimum--
Clients1

HARBOR ITHAKA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #170580
Typical Fee--
AUM$160M
Minimum--
Clients76

HOLLANDER ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #150343
Typical Fee--
AUM$622M
Minimum--
Clients52

HQ CAPITAL PRIVATE EQUITY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #134231
Typical Fee--
AUM$8.1B
Minimum--
Clients59

I SQUARED CAPITAL ADVISORS (US) LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #168339
Typical Fee--
AUM$60.1B
Minimum--
Clients76

I SQUARED CAPITAL REGISTERED ADVISOR LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #332721
Typical Fee--
AUM--
Minimum--
Clients--

ICV PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #160651
Typical Fee--
AUM$802M
Minimum--
Clients4

IN ON CAPITAL

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #290038
Typical Fee--
AUM$385M
Minimum--
Clients48

INCA INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #131194
Typical Fee--
AUM$468M
Minimum--
Clients3

INGHAM RETIREMENT GROUP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #106299
Typical Fee--
AUM$2.3B
Minimum--
Clients1,049

INNOVA ADVISORS

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #318958
Typical Fee--
AUM$212M
Minimum--
Clients16

INSIGNEO ADVISORY SERVICES, LLC

Clean RecordAlso Compensated via Brokerage
Miami, FloridaCRD #282589
Typical Fee0.50%
AUM$3.6B
Minimum--
Clients4,142

INTER ADVISORS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #336420
Typical Fee--
AUM--
Minimum--
Clients--

INTER US MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #334212
Typical Fee--
AUM$78M
Minimum--
Clients5

INVERSIONES SURA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #318065
Typical Fee--
AUM$103M
Minimum--
Clients251

IUR CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #153630
Typical Fee--
AUM$5M
Minimum--
Clients33

JAGUAR GROWTH ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #169571
Typical Fee--
AUM$607M
Minimum--
Clients5

KAUFMAN ROSSIN WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #301921
Typical Fee1.50%
AUM$303M
Minimum$15000M
Clients457

KHROM CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #170711
Typical Fee--
AUM$883M
Minimum--
Clients2

KINETIC PARTNERS MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #318097
Typical Fee--
AUM$2.3B
Minimum--
Clients6

KLOSTERS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #285582
Typical Fee--
AUM$433M
Minimum--
Clients77

KRF CAPITAL LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #328334
Typical Fee--
AUM$230M
Minimum--
Clients1

L&S INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #285002
Typical Fee--
AUM$219M
Minimum--
Clients387

LAFISE GLOBAL ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #331244
Typical Fee--
AUM$544M
Minimum--
Clients9

LARCH CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307653
Typical Fee--
AUM$1.7B
Minimum--
Clients462

LEGACY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #326117
Typical Fee--
AUM$348M
Minimum--
Clients191

LESTE CAPITAL PARTNERS (FLORIDA), LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #285179
Typical Fee--
AUM$751M
Minimum--
Clients56

LESTE USA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #301289
Typical Fee--
AUM$121M
Minimum--
Clients2

LEVEL ONE FUND

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #316294
Typical Fee--
AUM$180M
Minimum--
Clients2

LIFEINVEST WEALTH MANAGEMENT, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #146966
Typical Fee--
AUM$447M
Minimum--
Clients474

LION CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #305440
Typical Fee--
AUM$137M
Minimum--
Clients36

LMPG WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #328251
Typical Fee--
AUM$132M
Minimum--
Clients125

LOCUST POINT CAPITAL

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #286689
Typical Fee--
AUM$1.5B
Minimum--
Clients4

LOOP CAPITAL ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #149280
Typical Fee--
AUM$9.9B
Minimum--
Clients84

LORIENT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #289572
Typical Fee--
AUM$1.6B
Minimum--
Clients17

LRZ CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #333746
Typical Fee--
AUM$373M
Minimum--
Clients2

LS BDC ADVISER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #313799
Typical Fee--
AUM$968M
Minimum--
Clients3

MACERATIO LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #304078
Typical Fee--
AUM$1.1B
Minimum--
Clients219

MATTERS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #333776
Typical Fee--
AUM$174M
Minimum--
Clients44

MELODEON CAPITAL PARTNERS, LP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #300896
Typical Fee--
AUM$309M
Minimum--
Clients5

MGM INNOVA CAP MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #301918
Typical Fee--
AUM$129M
Minimum--
Clients4

MIDTOWN INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #316137
Typical Fee--
AUM$311M
Minimum--
Clients9

MMBG INVESTMENT ADVISORS CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #285263
Typical Fee--
AUM$2.5B
Minimum--
Clients187

MORI HUSTON PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #151260
Typical Fee--
AUM$242M
Minimum--
Clients72

NOCTUA INTERNATIONAL WMG, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #151170
Typical Fee--
AUM$387M
Minimum--
Clients165

NORTHAMPTON CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #329072
Typical Fee2.00%
AUM$1.1B
Minimum--
Clients6

NUMA

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #164602
Typical Fee--
AUM$193M
Minimum--
Clients195

OBION CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #329954
Typical Fee--
AUM$101M
Minimum--
Clients4

OC INVESTMENT MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #314948
Typical Fee2.00%
AUM$31.4B
Minimum--
Clients2

OCEANIS FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307787
Typical Fee--
AUM$216M
Minimum--
Clients83

OCTOGONE NA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #322478
Typical Fee--
AUM$498M
Minimum--
Clients98

ONE STONE PARTNERS L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #163742
Typical Fee--
AUM$261M
Minimum--
Clients9

OPENVEST

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #328152
Typical Fee--
AUM$2K
Minimum--
Clients34

PALATINE FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #168077
Typical Fee--
AUM$883M
Minimum--
Clients4

PANORAMIKA ADVISORS INC.

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #172737
Typical Fee--
AUM$1.1B
Minimum--
Clients183

PARADIGM PARTNERS CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #174058
Typical Fee--
AUM$687M
Minimum--
Clients7

PARE PARTNERS II LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #327575
Typical Fee--
AUM$149M
Minimum--
Clients6

PARE PARTNERS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #309242
Typical Fee--
AUM$61M
Minimum--
Clients8

PARTICIPANT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #304859
Typical Fee--
AUM$171M
Minimum--
Clients6

PICEA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307775
Typical Fee--
AUM$173M
Minimum--
Clients14

POINT BREAK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #164213
Typical Fee--
AUM$1.6B
Minimum--
Clients1

POOLIT FUND MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #322774
Typical Fee--
AUM--
Minimum--
Clients--

POWELL INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #160333
Typical Fee--
AUM$586M
Minimum--
Clients337

POWER SUSTAINABLE MANAGER US, INC.

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #325145
Typical Fee--
AUM$715M
Minimum--
Clients4

RATAN CAPITAL MANAGEMENT, LP

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #160440
Typical Fee--
AUM$196M
Minimum--
Clients4

REDWHEEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #166517
Typical Fee--
AUM$4.5B
Minimum--
Clients11

RELENTLESS RETURNS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #328800
Typical Fee--
AUM$20K
Minimum--
Clients6

RIALTO CAPITAL MANAGEMENT, LLC

Also Compensated via Brokerage
Miami, FloridaCRD #159998
Typical Fee--
AUM$18.4B
Minimum--
Clients67

RICHMOND CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #327060
Typical Fee--
AUM$927K
Minimum--
Clients10

RICHR MONEY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #318725
Typical Fee--
AUM$187K
Minimum--
Clients5

RM PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #300082
Typical Fee--
AUM$269M
Minimum--
Clients188

RTC PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307065
Typical Fee--
AUM$232M
Minimum--
Clients5

SAAGA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #327015
Typical Fee--
AUM$603M
Minimum--
Clients516

SANCTUARY ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #226606
Typical Fee--
AUM$27.7B
Minimum--
Clients55,540

SCALA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #156165
Typical Fee--
AUM$380M
Minimum--
Clients390

SHAOLIN CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #300095
Typical Fee--
AUM$4.4B
Minimum--
Clients5

SIERRA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #110129
Typical Fee--
AUM$1.5B
Minimum--
Clients528

SOLLINDA CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #321742
Typical Fee--
AUM$909M
Minimum--
Clients1,506

STONEX INTERNATIONAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #153799
Typical Fee--
AUM$225M
Minimum--
Clients148

STRENTA INVESTMENT MANAGEMENT SERVICES, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #169667
Typical Fee--
AUM$821M
Minimum--
Clients2

THE ATLAS FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #306849
Typical Fee--
AUM$163M
Minimum--
Clients60

TIEMPO CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #329367
Typical Fee--
AUM$508M
Minimum--
Clients27

TLS ADVISORS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #286356
Typical Fee--
AUM$272M
Minimum--
Clients2

TRUE WEALTH ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #306523
Typical Fee--
AUM$226M
Minimum--
Clients304

TYRO CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #312329
Typical Fee--
AUM$255M
Minimum--
Clients2

UCAP AMERICAS

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #170846
Typical Fee--
AUM$166M
Minimum--
Clients178

UNIMAR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #159674
Typical Fee--
AUM$213M
Minimum--
Clients38

UNIVERSA INVESTMENTS L.P.

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #146052
Typical Fee--
AUM$17.2B
Minimum--
Clients35

VALLEY FORGE CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #162953
Typical Fee--
AUM$4.6B
Minimum--
Clients2

VALOR ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #171358
Typical Fee--
AUM$3.1B
Minimum--
Clients64

VECTOR TECHNOLOGIES, LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #323237
Typical Fee--
AUM--
Minimum--
Clients--

VECTORGLOBAL IAG, INC.

Also Compensated via Brokerage
Miami, FloridaCRD #147129
Typical Fee--
AUM$1.7B
Minimum--
Clients1,833

VELTRIA ADVISORS CORP.

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #189514
Typical Fee--
AUM$83M
Minimum--
Clients24

VISION ONE MANAGEMENT PARTNERS, LP

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #316551
Typical Fee--
AUM$186M
Minimum--
Clients4

VIZCAYA CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #324032
Typical Fee--
AUM$114M
Minimum--
Clients24

VIZCAYA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #170518
Typical Fee--
AUM$530M
Minimum--
Clients241

WELCY CAPITAL ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #154782
Typical Fee--
AUM$184M
Minimum--
Clients21

WHITE WOLF CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #311816
Typical Fee--
AUM$687M
Minimum--
Clients35

XP ADVISORY US, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #173779
Typical Fee3.00%
AUM$1.6B
Minimum--
Clients386

ZEST

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #316889
Typical Fee--
AUM$101M
Minimum--
Clients2
Fiduciary Advisors in Miami, Florida | FiduciaryListings