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Wealth Management Firms (RIAs) in Miami

44 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Sanctuary Advisors is the largest: $34.9 billion through Sanctuary Advisors, LLC (filed ).

Gentrust follows with $5.2 billion. The 42 advisers counted report $59.1 billion together; the ten largest hold 87% of it, and half report less than $282 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $59.1BN sitsThe 42 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $25BN and over59%1 firm
  2. $5BN to $10BN9%1 firm
  3. $1BN to $5BN14%3 firms
  4. $500MM to $1BN6%6 firms
  5. Under $500MM12%31 firms

Latest Form ADV of each, filed Oct 2025 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 44 are wealth managers
44
Combined assets42 counted; as filed to Sep 2026
$59.1BN
Largest: Sanctuary AdvisorsAs filed
$34.9BN
Median firmHalf of the 42 report less
$282MM
Held by the ten largestOf the $59.1BN combined
87%

Sanctuary Advisors, Gentrust and Evensky & Katz/Foldes Wealth Management lead the Miami wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $55.2BN, 93% of the $59.1BN the 42 counted report.

  1. 1

    Sanctuary Advisors

    Wealth manager, Miami, FL

    $34.9BNRegulatory assets, Sep 2026

    66% high net worth, 23% other individuals, 6% pension plans

    Individual clients
    19,025
  2. 2

    Gentrust

    Wealth manager, Miami, FL

    $5.2BNRegulatory assets, Mar 2026

    96% high net worth, 2% sovereign funds, 2% businesses

    Individual clients
    264
  3. 3

    Evensky & Katz/Foldes Wealth Management

    Wealth manager, Coral Gables, FL

    $3.2BNRegulatory assets, Mar 2026

    90% high net worth, 4% other individuals, 2% charities

    Individual clients
    1,165
  4. 4

    MMBG Investment Advisors Co.

    Wealth manager, Miami, FL

    $3.0BNRegulatory assets, Mar 2026

    99% high net worth

    Individual clients
    137
  5. 5

    Bulltick Wealth Management

    Wealth manager, Miami, FL

    $1.9BNRegulatory assets, Mar 2026

    79% high net worth, 18% businesses, 2% other individuals

    Individual clients
    280
    Private funds
    1
  6. 6

    Firestone Capital Management

    Wealth manager, South Miami, FL

    $806MMRegulatory assets, Jun 2026

    89% high net worth, 9% other individuals, 1% pension plans

    Individual clients
    375
  7. 7

    Centrica Wealth Management

    Wealth manager, Miami, FL

    $627MMRegulatory assets, Feb 2026

    100% high net worth

    Individual clients
    14
  8. 8

    Rose Capital Advisors

    Wealth manager, Miami Beach, FL

    $608MMRegulatory assets, Aug 2026

    94% high net worth, 5% other individuals

    Individual clients
    363
    Private funds
    1
  9. 9

    Downtown Wealth Studios

    Wealth manager, Miami, FL

    $563MMRegulatory assets, Mar 2026

    97% high net worth, 2% charities

    Individual clients
    45
  10. 10

    Kaufman Rossin Wealth

    Wealth manager, Miami, FL

    $507MMRegulatory assets, Jul 2026

    70% high net worth, 17% other individuals, 13% businesses

    Individual clients
    221
  11. 11

    Creand Management

    Wealth manager, Miami, FL

    $507MMRegulatory assets, Sep 2026

    58% high net worth, 26% other, 10% private funds

    Individual clients
    88
  12. 12

    Global Kandor Advisors

    Wealth manager, Miami, FL

    $483MMRegulatory assets, Jul 2026

    99% high net worth

    Individual clients
    74
  13. 13

    Guerra Wealth Advisors

    Wealth manager, Miami, FL

    $406MMRegulatory assets, Mar 2026

    53% high net worth, 42% other individuals, 5% businesses

    Individual clients
    2,951
  14. 14

    Kirtland Financial Management

    Wealth manager, Coral Gables, FL

    $396MMRegulatory assets, Mar 2026

    90% high net worth, 6% other individuals, 4% charities

    Individual clients
    201
  15. 15

    Aventura Private Wealth

    Wealth manager, Aventura, FL

    $375MMRegulatory assets, May 2026

    81% high net worth, 10% other individuals, 7% private funds

    Individual clients
    178
    Private funds
    4
  16. 16

    Invenio Wealth Partners

    Wealth manager, Coral Gables, FL

    $364MMRegulatory assets, Aug 2026

    87% high net worth, 4% pension plans, 3% other individuals

    Individual clients
    308
  17. 17

    RM Private Wealth Management

    Wealth manager, Miami, FL

    $341MMRegulatory assets, Mar 2026

    100% high net worth

    Individual clients
    71
  18. 18

    Premia Global Advisors

    Wealth manager, Coral Gables, FL

    $341MMRegulatory assets, Sep 2026

    65% high net worth, 34% businesses, 2% other individuals

    Individual clients
    44
  19. 19

    Vesta Wealth Management

    Wealth manager, Miami Beach, FL

    $333MMRegulatory assets, Mar 2026

    99% high net worth

    Individual clients
    44
  20. 20

    Alhambra Investment Management

    Wealth manager, Palmetto Bay, FL

    $320MMRegulatory assets, Jun 2026

    80% high net worth, 15% other individuals, 2% charities

    Individual clients
    202

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 59% of the assets

How the 42 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 42 firms counted, log scaleEach dot is one adviser and links to its row. Sanctuary Advisors $34.9BN; Gentrust $5.2BN; Evensky & Katz/Foldes Wealth Management $3.2BN; median $282MM.$100MM$1BN$10BN$100BNSanctuary Advisors: $34.9BNGentrust: $5.2BNEvensky & Katz/Foldes Wealth Management: $3.2BNMMBG Investment Advisors Co.: $3.0BNBulltick Wealth Management: $1.9BNFirestone Capital Management: $806MMCentrica Wealth Management: $627MMRose Capital Advisors: $608MMDowntown Wealth Studios: $563MMKaufman Rossin Wealth: $507MMCreand Management: $507MMGlobal Kandor Advisors: $483MMGuerra Wealth Advisors: $406MMKirtland Financial Management: $396MMAventura Private Wealth: $375MMInvenio Wealth Partners: $364MMRM Private Wealth Management: $341MMPremia Global Advisors: $341MMVesta Wealth Management: $333MMAlhambra Investment Management: $320MMMatters Capital: $297MMMatriarch Wealth Management: $267MMFinancial Designs Wealth Management: $261MMBridge Generations Wealth Management: $260MMBradley & Company Private Wealth Management: $252MMAngelus Investment Consulting: $226MMGuardant Wealth Advisors: $204MMSaul Wealth Advisors: $201MMComprehensive Money Management Services: $200MMMerited Wealth: $186MMCorrales & Co.: $174MMBarnett Capital Advisors: $161MMEntelevest: $147MMManna Wealth Management: $146MMCoral Wealth Management: $124MMPortfolio Resources Advisor Group: $122MMCardinal Advisers: $119MMSulzberger Capital Advisors: $117MMGOI: $111MMStonex International Advisors: $107MMMendoza Private Wealth: $101MMCantata Wealth Management: $101MMSanctuary Advisors $34.9BNGentrust $5.2BNEvensky & Katz/Foldes Wealth Management $3.2BNMedian $282MMAssets of each of the 42 firms counted, log scaleEach dot is one adviser and links to its row. Sanctuary Advisors $34.9BN; Gentrust $5.2BN; Evensky & Katz/Foldes Wealth Management $3.2BN; median $282MM.$1BN$100BNSanctuary Advisors $34.9BNMedian $282MM

One dot per firm counted; 2 firms with a main office outside Miami, a second row for the same adviser or only fund assets left out. Read .

The 42 firms, by size
Under $500MM3112%$7.2BN
$500MM to $1BN66%$3.6BN
$1BN to $5BN314%$8.1BN
$5BN to $10BN19%$5.2BN
$10BN to $25BN00%$0
$25BN and over159%$34.9BN

Assets each reported in its latest filing; shares are of the $59.1BN combined, one row per firm. Read .

59%

of the assets reported sits with one firm, Sanctuary Advisors. The five largest hold 82%; 37 of 42 report under $1 billion.

59%Largest23%Next 418%Other 37
Who the 44 are
  1. Wealth managers44

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 42 advisers' assets by type of client
  1. High net worth75%
  2. Other individuals16%
  3. Businesses4%
  4. Pension plans4%
  5. Charities1%
  6. Other0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Sanctuary Advisors19,025Sep 2026
2Guerra Wealth Advisors2,951Mar 2026
3Evensky & Katz/Foldes Wealth Management1,165Mar 2026
4Manna Wealth Management614Mar 2026
5Firestone Capital Management375Jun 2026
6Rose Capital Advisors363Aug 2026
7Portfolio Resources Advisor Group318Oct 2025
8Invenio Wealth Partners308Aug 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Sanctuary Advisors4,425Sep 2026
2Evensky & Katz/Foldes Wealth Management763Mar 2026
3Guerra Wealth Advisors507Mar 2026
4Gentrust237Mar 2026
5Invenio Wealth Partners234Aug 2026
6Rose Capital Advisors232Aug 2026
7Bulltick Wealth Management198Mar 2026
8Firestone Capital Management192Jun 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1Aventura Private Wealth4May 2026
2Barnett Capital Advisors1Mar 2026
3Bulltick Wealth Management1Mar 2026
4Rose Capital Advisors1Aug 2026

The list is public. The warm path is not. Schedule a conversation

All 44 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 44 firms

Kind
Size
Order
Wealth Management Firms (RIAs) in Miami 44 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Alhambra Investment Management
Wealth manager, Palmetto Bay, FL.
Detail and sources for Alhambra Investment Management

Form ADV of Alhambra Investment Management LLC (CRD 138537), SEC registered adviser, filed , main office Palmetto Bay, FL: regulatory assets $320MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Alhambra Investment Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 202 individuals, 77 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$320MMJun 202620296%
Angelus Investment Consulting
Wealth manager, Coral Gables, FL.
Detail and sources for Angelus Investment Consulting

Form ADV of Angelus Investment Consulting, Inc. (CRD 281413), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $226MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 26 individuals, 12 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$226MMMar 20263098%
Aventura Private Wealth
Wealth manager, Aventura, FL.
Detail and sources for Aventura Private Wealth

Form ADV of Aventura Private Wealth, LLC (CRD 332630), SEC registered adviser, filed , main office Aventura, FL: regulatory assets $375MM; 4 private funds, $28MM gross; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, selection of other advisers and publications. Clients (Item 5.D): 178 individuals, 82 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$375MMMay 202618992%4
Azzendo Wealth Advisors
Wealth manager, Coral Gables, FL. Main office Coral Gables, FL; not in the totals.
Detail and sources for Azzendo Wealth Advisors

Form ADV of Cathy Pareto and Associates, Inc. (CRD 145919), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $300MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Coral Gables, FL; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 238 individuals, 77 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$300MMJun 202624598%
Barnett Capital Advisors
Wealth manager, Miami, FL.
Detail and sources for Barnett Capital Advisors

Form ADV of Barnett Capital Advisors LLC (CRD 159113), SEC registered adviser, filed , main office Miami, FL: regulatory assets $161MM; 1 private fund, $19MM gross; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 201 individuals, 39 of them high net worth; individuals hold 65% of its regulatory assets.

Files: SEC Form ADV.

$161MMMar 202624865%1
Bradley & Company Private Wealth Management
Wealth manager, Coral Gables, FL.
Detail and sources for Bradley & Company Private Wealth Management

Form ADV of Bradley & Company Private Wealth Management, LLC (CRD 296931), SEC registered adviser, filed : regulatory assets $252MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 59 individuals, 50 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$252MMFeb 202659100%
Bridge Generations Wealth Management
Wealth manager, South Miami, FL.
Detail and sources for Bridge Generations Wealth Management

Form ADV of Bridge Generations Wealth Management LLC (CRD 331683), SEC registered adviser, filed , main office South Miami, FL: regulatory assets $260MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 171 individuals, 71 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$260MMMar 2026171100%
Bulltick Wealth Management
Wealth manager, Miami, FL.
Detail and sources for Bulltick Wealth Management

Form ADV of Bulltick Wealth Management, LLC (CRD 141588), SEC registered adviser, filed , main office Miami, FL: regulatory assets $1.9BN; 1 private fund, $31MM gross; 62 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 280 individuals, 198 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV.

$1.9BNMar 202631581%1
Cantata Wealth Management
Wealth manager, Coral Gables, FL.
Detail and sources for Cantata Wealth Management

Form ADV of Cantata Wealth Management, LLC (CRD 332526), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $101MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 30 individuals, 21 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$101MMAug 202630100%
Cardinal Advisers
Wealth manager, Miami, FL.
Detail and sources for Cardinal Advisers

Form ADV of Cardinal Advisers LLC (CRD 284465), SEC registered adviser, filed : regulatory assets $119MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 46 individuals, 14 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$119MMJan 202646100%
Centrica Wealth Management
Wealth manager, Miami, FL.
Detail and sources for Centrica Wealth Management

Form ADV of Centrica Wealth Management, LLC (CRD 335042), SEC registered adviser, filed , main office Miami, FL: regulatory assets $627MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 14 individuals, 14 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$627MMFeb 202614100%
Comprehensive Money Management Services
Wealth manager, Coral Gables, FL.
Detail and sources for Comprehensive Money Management Services

Form ADV of Comprehensive Money Management Services LLC (CRD 121061), SEC registered adviser, filed : regulatory assets $200MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Comprehensive Money Management Services LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 102 individuals, 49 of them high net worth; individuals hold 93% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV, SEC Form 13F.

$200MMJan 202610593%
Coral Wealth Management
Wealth manager, Miami, FL.
Detail and sources for Coral Wealth Management

Form ADV of Coral Wealth Management, LLC (CRD 307117), SEC registered adviser, filed , main office Miami, FL: regulatory assets $124MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 252 individuals, 38 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$124MMJul 2026252100%
Corrales & Co.
Wealth manager, Miami, FL.
Detail and sources for Corrales & Co.

Form ADV of Corrales & Company, LLC (CRD 332189), SEC registered adviser, filed , main office Miami, FL: regulatory assets $174MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 280 individuals, 57 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$174MMApr 202630493%
Creand Management
Wealth manager, Miami, FL.
Detail and sources for Creand Management

Form ADV of Beta Capital Management LLC (CRD 154894), SEC registered adviser, filed , main office Miami, FL: regulatory assets $507MM; 16 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 88 individuals, 88 of them high net worth; individuals hold 58% of its regulatory assets.

Files: SEC Form ADV.

$507MMSep 202613458%
Downtown Wealth Studios
Wealth manager, Miami, FL.
Detail and sources for Downtown Wealth Studios

Form ADV of Downtown Wealth Studios, LLC (CRD 325213), SEC registered adviser, filed , main office Miami, FL: regulatory assets $563MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 45 individuals, 36 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$563MMMar 20264698%
Entelevest
Wealth manager, Coral Gables, FL.
Detail and sources for Entelevest

Form ADV of Entelevest, LLC (CRD 318115), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $147MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 156 individuals, 77 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$147MMMar 202616297%
Evensky & Katz/Foldes Wealth Management
Wealth manager, Coral Gables, FL.
Detail and sources for Evensky & Katz/Foldes Wealth Management

Form ADV of Evensky & Katz, LLC (CRD 109698), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $3.2BN; 44 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Evensky & Katz, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 1,165 individuals, 763 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.2BNMar 20261,18895%
Financial Designs Wealth Management
Wealth manager, Miami, FL.
Detail and sources for Financial Designs Wealth Management

Form ADV of Financial Designs Wealth Management LLC (CRD 314520), SEC registered adviser, filed , main office Miami, FL: regulatory assets $261MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 115 individuals, 77 of them high net worth; individuals hold 66% of its regulatory assets.

Files: SEC Form ADV.

$261MMJun 202618166%
Firestone Capital Management
Wealth manager, South Miami, FL.
Detail and sources for Firestone Capital Management

Form ADV of Firestone Capital Management Inc. (CRD 106366), SEC registered adviser, filed , main office South Miami, FL: regulatory assets $806MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Firestone Capital Management Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 375 individuals, 192 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$806MMJun 202637598%
Gentrust
Wealth manager, Miami, FL.
Detail and sources for Gentrust

Form ADV of Gentrust, LLC (CRD 158369), SEC registered adviser, filed , main office Miami, FL: regulatory assets $5.2BN; 40 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 264 individuals, 237 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$5.2BNMar 202627796%
Global Kandor Advisors
Wealth manager, Miami, FL.
Detail and sources for Global Kandor Advisors

Form ADV of Global Kandor Advisors, LLC (CRD 308452), SEC registered adviser, filed , main office Miami, FL: regulatory assets $483MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 74 individuals, 52 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$483MMJul 202674100%
GOI
Wealth manager, Miami, FL.
Detail and sources for GOI

Form ADV of Global Opportune Investments LLC (CRD 319494), SEC registered adviser, filed , main office Miami, FL: regulatory assets $111MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and management of private funds. Clients (Item 5.D): 58 individuals, 39 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$111MMSep 20265997%
Guardant Wealth Advisors
Wealth manager, Miami, FL.
Detail and sources for Guardant Wealth Advisors

Form ADV of Guardant Partners LLC (CRD 339708), SEC registered adviser, filed , main office Miami, FL: regulatory assets $204MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 56 individuals, 35 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$204MMSep 20265899%
Guerra Wealth Advisors
Wealth manager, Miami, FL.
Detail and sources for Guerra Wealth Advisors

Form ADV of Guerra Advisors Inc. (CRD 282409), SEC registered adviser, filed , main office Miami, FL: regulatory assets $406MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Files a 13F notice (quarter ended , filed ): its holdings are reported on another manager's 13F.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 2,951 individuals, 507 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$406MMMar 20263,00795%
Invenio Wealth Partners
Wealth manager, Coral Gables, FL.
Detail and sources for Invenio Wealth Partners

Form ADV of Invenio Wealth Partners, LLC (CRD 323039), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $364MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Invenio Wealth Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 308 individuals, 234 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$364MMAug 202633291%
Kaufman Rossin Wealth
Wealth manager, Miami, FL.
Detail and sources for Kaufman Rossin Wealth

Form ADV of Kaufman Rossin Wealth, LLC (CRD 301921), SEC registered adviser, filed , main office Miami, FL: regulatory assets $507MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 221 individuals, 98 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$507MMJul 202623087%
Kirtland Financial Management
Wealth manager, Coral Gables, FL.
Detail and sources for Kirtland Financial Management

Form ADV of Kirtland Financial Management, Inc. (CRD 131138), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $396MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 201 individuals, 92 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$396MMMar 202620196%
Manna Wealth Management
Wealth manager, Miami Beach, FL.
Detail and sources for Manna Wealth Management

Form ADV of Manna Wealth Management Inc. (CRD 332313), SEC registered adviser, filed , main office Miami Beach, FL: regulatory assets $146MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 614 individuals, 32 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$146MMMar 202661498%
Matriarch Wealth Management
Wealth manager, Miami, FL.
Detail and sources for Matriarch Wealth Management

Form ADV of Matriarch Wealth Management, LLC (CRD 327099), SEC registered adviser, filed : regulatory assets $267MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 70 individuals, 48 of them high net worth; individuals hold 94% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$267MMFeb 20267194%
Matters Capital
Wealth manager, Coral Gables, FL.
Detail and sources for Matters Capital

Form ADV of Matters Capital LLC (CRD 333776), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $297MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Matters Capital LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds and selection of other advisers. Clients (Item 5.D): 10 individuals, 10 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$297MMJun 202610100%
Meira Wealth
Wealth manager, Coral Gables, FL. Main office Coral Gables, FL; not in the totals.
Detail and sources for Meira Wealth

Form ADV of Linda S. Lubitz, CFP, Pa (CRD 108648), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $318MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Coral Gables, FL; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 179 individuals, 91 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$318MMSep 202618396%
Mendoza Private Wealth
Wealth manager, North Miami, FL.
Detail and sources for Mendoza Private Wealth

Form ADV of Mendoza Private Wealth Inc. (CRD 329126), SEC registered adviser, filed , main office North Miami, FL: regulatory assets $101MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 53 individuals, 35 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$101MMSep 20265399%
Merited Wealth
Wealth manager, North Bay Village, FL.
Detail and sources for Merited Wealth

Form ADV of Merited Wealth, LLC (CRD 299549), SEC registered adviser, filed , main office North Bay Village, FL: regulatory assets $186MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 182 individuals, 51 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$186MMAug 202618695%
MMBG Investment Advisors Co.
Wealth manager, Miami, FL.
Detail and sources for MMBG Investment Advisors Co.

Form ADV of MMBG Investment Advisors Co. (CRD 285263), SEC registered adviser, filed , main office Miami, FL: regulatory assets $3.0BN; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 137 individuals, 136 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$3.0BNMar 202613999%
Portfolio Resources Advisor Group
Wealth manager, Coral Gables, FL.
Detail and sources for Portfolio Resources Advisor Group

Form ADV of Portfolio Resources Advisor Group, Inc. (CRD 144601), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $122MM; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Portfolio Resources Advisor Group, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 318 individuals, 11 of them high net worth; individuals hold 83% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$122MMOct 202534983%
Premia Global Advisors
Wealth manager, Coral Gables, FL.
Detail and sources for Premia Global Advisors

Form ADV of Premia Global Advisors, LLC (CRD 282426), SEC registered adviser, filed , main office Coral Gables, FL: regulatory assets $341MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 44 individuals, 34 of them high net worth; individuals hold 66% of its regulatory assets.

Files: SEC Form ADV.

$341MMSep 20264466%
RM Private Wealth Management
Wealth manager, Miami, FL.
Detail and sources for RM Private Wealth Management

Form ADV of RM Private Wealth Management Inc. (CRD 300082), SEC registered adviser, filed , main office Miami, FL: regulatory assets $341MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 71 individuals, 71 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$341MMMar 202671100%
Rose Capital Advisors
Wealth manager, Miami Beach, FL.
Detail and sources for Rose Capital Advisors

Form ADV of Rose Capital Advisors, LLC (CRD 173054), SEC registered adviser, filed , main office Miami Beach, FL: regulatory assets $608MM; 1 private fund, $8.8MM gross; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 363 individuals, 232 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$608MMAug 202637599%1
Sanctuary Advisors
Wealth manager, Miami, FL.
Detail and sources for Sanctuary Advisors

Form ADV of Sanctuary Advisors, LLC (CRD 226606), SEC registered adviser, filed , main office Miami, FL: regulatory assets $34.9BN; 770 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Sanctuary Wealth Advisors LLC (CRD 285428), registered adviser, filed , Denver, CO.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 19,025 individuals, 4,425 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV.

$34.9BNSep 202619,54088%
Saul Wealth Advisors
Wealth manager, Miami, FL.
Detail and sources for Saul Wealth Advisors

Form ADV of Saul Wealth Advisors, LLC (CRD 337371), SEC registered adviser, filed , main office Miami, FL: regulatory assets $201MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 103 individuals, 64 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$201MMMar 202610697%
Stonex International Advisors
Wealth manager, Miami, FL.
Detail and sources for Stonex International Advisors

Form ADV of Stonex International Advisors Inc. (CRD 153799), SEC registered adviser, filed , main office Miami, FL: regulatory assets $107MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 67 individuals, 22 of them high net worth; individuals hold 77% of its regulatory assets.

Files: SEC Form ADV.

$107MMJul 20267777%
Sulzberger Capital Advisors
Wealth manager, Miami, FL.
Detail and sources for Sulzberger Capital Advisors

Form ADV of Sulzberger Capital Advisors, Inc. (CRD 174673), SEC registered adviser, filed , main office Miami, FL: regulatory assets $117MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 90 individuals, 49 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$117MMMay 20269399%
Vesta Wealth Management
Wealth manager, Miami Beach, FL.
Detail and sources for Vesta Wealth Management

Form ADV of Vesta Wealth Management, LLC (CRD 167498), SEC registered adviser, filed , main office Miami Beach, FL: regulatory assets $333MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 44 individuals, 38 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$333MMMar 202644100%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 59% of the money

Four findings from the filings of the 42 firms counted.

  1. 59%

    of the $59.1 billion the 42 firms counted report is one firm's: Sanctuary Advisors. Without it, the other 41 report $24.2 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $282MM

    is the median: half of the 42 report less, and 37 report under $1 billion.

    Assets, latest Form ADV of each

  3. 7

    private funds are advised by the firms counted; Aventura Private Wealth advises the most, 4.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 75%

    of their assets is high net worth money; the next largest client type is other individuals, at 16%.

    Client types each adviser reports with its assets; sums of filed figures

Questions

How many wealth management firms are there in Miami?

This list holds 44 wealth management firms in the Miami metro; 42 of them report regulatory assets on Form ADV, $59.1 billion together.

What are the largest wealth management firms in Miami?

By the regulatory assets they report: Sanctuary Advisors $34.9 billion, Gentrust $5.2 billion, Evensky & Katz/Foldes Wealth Management $3.2 billion, MMBG Investment Advisors Co. $3.0 billion, Bulltick Wealth Management $1.9 billion.

How much do wealth management firms in Miami typically manage?

Of the 42 that report, the median reports $282 million in regulatory assets; 37 report under $1 billion.

How do you start a relationship with wealth management firms in Miami?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
44 wealth management firms, 44 are wealth managers. Every SEC registered adviser with a main office in Miami-Miami Beach-Kendall, FL metropolitan division (Census division 33124: Miami-Dade County) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 42 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Miami metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $59.1BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 2 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 44, 44 report on a current Form ADV and 8 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 44 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 8 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Miami," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-miami

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