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Financial advisory firms
in Miami, FL.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

733 financial advisors211 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

211 advisory firmsCompare public facts. Verify experience directly.
733 financial advisors211 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

021 INVESTMENTS LLCCRD 328334

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1823 PARTNERS (US) LLCCRD 333927

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Insurance companiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3650 REIT INVESTMENT MANAGEMENT LLCCRD 286013

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)Sovereign wealth funds and foreign official institutionsOther: CRE ADVISORY SERVICES REGARDING SINGULAR, ONE-OFF, OPPORTUNISTIC TRANSACTIONS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABF INVESTMENT MANAGEMENT, LLCCRD 333541

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVISORY INVESTOR SERVICES LLCCRD 173134

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other: CONSULTING SERVICESPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALIANZA CORP. INVESTMENT ADVISORCRD 323267

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALIYA CAPITAL PARTNERS LLCCRD 305988

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLARIA ASSET MANAGEMENT, LLCCRD 287513

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesIndividuals (other than HNW)Other: NON-DISCRETIONARY INSTITUTIONAL RESEARCH AND STRATEGIC CONSULTINGPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLIE FAMILY OFFICE LLCCRD 307144

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsOther: CONSULTING SERVICESPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHA WAVE GLOBAL, LPCRD 160894

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALTHUM ADVISORS LLCCRD 315952

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AMICORP WEALTH SERVICESCRD 319247

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Banking or thrift institutionsCorporations or other businessesIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANDBANC ADVISORY LLCCRD 150463

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARAGON GLOBAL MANAGEMENT, LPCRD 156043

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARBALPHACRD 327158

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

High net worth individualsFinancial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARIAS RESOURCE CAPITAL MANAGEMENT LPCRD 155885

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLCCRD 292038

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARTIA GLOBAL PARTNERS LPCRD 322091

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
AVORY & CO.CRD 284812

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Market timing services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AZIMUT INVESTMENT ADVISORS LLCCRD 134626

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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