Fiduciary advisors in Miami Beach, FL

21 registered advisers

Financial planning in Miami Beach is shaped by the city's role as an international wealth destination where real estate investment, hospitality, and cross-border tax planning define the advisory landscape. Among them, 21 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

AFBI LP

Fee-Only, No ConflictsClean Record
Miami Beach, FloridaCRD #331428
Typical Fee1.20%
AUM$1.4B
Minimum--
Clients9

AROSA CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #169851
Typical Fee--
AUM$795M
Minimum--
Clients14

BUCKLEY CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Miami Beach, FloridaCRD #268818
Typical Fee--
AUM$147M
Minimum--
Clients6

DHODY INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #318610
Typical Fee--
AUM$259M
Minimum--
Clients29

GEOSPHERE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #160088
Typical Fee--
AUM$202M
Minimum--
Clients6

GFO ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #311874
Typical Fee--
AUM$643M
Minimum--
Clients3

HAWKEYE CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami Beach, FloridaCRD #157316
Typical Fee--
AUM$321M
Minimum--
Clients4

INDUSTRIAL DEVELOPMENT FUNDING LLC

Fee-Only, No ConflictsClean Record
Miami Beach, FloridaCRD #298015
Typical Fee--
AUM$657M
Minimum--
Clients7

KERRISDALE ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #160804
Typical Fee--
AUM$443M
Minimum--
Clients4

L1 CAPITAL GLOBAL INC.

Fee-Only, No ConflictsClean Record
Miami Beach, FloridaCRD #310223
Typical Fee--
AUM$399M
Minimum--
Clients2

MANNA WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Miami Beach, FloridaCRD #332313
Typical Fee--
AUM$123M
Minimum--
Clients495

OSPREY CAPITAL MANAGEMENT CORP.

Fee-OnlyAlso Compensated via Product Sales
Miami Beach, FloridaCRD #172524
Typical Fee--
AUM$197M
Minimum--
Clients1

PENNANTPARK INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #143149
Typical Fee--
AUM$4.5B
Minimum--
Clients19

PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #337750
Typical Fee--
AUM--
Minimum--
Clients--

ROSE CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #173054
Typical Fee--
AUM$664M
Minimum--
Clients911

ROSEMAWR MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #148984
Typical Fee--
AUM$1.2B
Minimum--
Clients12

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #110148
Typical Fee--
AUM$71.2B
Minimum--
Clients233

STWD INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #288615
Typical Fee--
AUM$4.7B
Minimum--
Clients8

THOMAS J. HERZFELD ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #108369
Typical Fee--
AUM$848M
Minimum--
Clients294

VESTA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #167498
Typical Fee--
AUM$303M
Minimum--
Clients222

WINDWARD MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #316224
Typical Fee--
AUM$111M
Minimum--
Clients4
Fiduciary Advisors in Miami Beach, Florida | FiduciaryListings