City
Wealth management firms in Miami Beach, Florida
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Miami Beach, Florida reported $2.1 billion in regulatory assets under management; the largest by assets was Rose Capital Advisors, LLC, with $608.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $103.3 million
- SEC-registered, of those listed
- 6 of 20 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rose Capital Advisors, LLC | SEC | $608.3 million | 917 |
| 2 | Dhody Investment Group | SEC | $341.4 million | 24 |
| 3 | Vesta Wealth Management, LLC | SEC | $333.3 million | 212 |
| 4 | Osprey Capital Management Corp. | SEC | $197.2 million | 1 |
| 5 | Manna Wealth Management | SEC | $146.1 million | 615 |
| 6 | Ecf Wealth, Inc. | State | $75.6 million | 160 |
| 7 | R. H. Hansford & Company, Inc. | State | $67.7 million | 134 |
| 8 | Komorebi Global | State | $66.0 million | 33 |
| 9 | Fiduciary Global Advisors | State | $51.2 million | 39 |
| 10 | Fierce Financial Group LLC | State | $40.0 million | 60 |
| 11 | Aspen Wealth Management, LLC | State | $33.2 million | 40 |
| 12 | Maxadvisor Private Management | State | $29.5 million | 53 |
| 13 | Robin Capital Group LLC | State | $24.8 million | 95 |
| 14 | Diversified Capital Corp. | State | $20.4 million | 5 |
| 15 | Expat Financial Solutions | State | $12.0 million | 83 |
| 16 | Allegiant Financial Advisors, LLC | State | $9.4 million | 27 |
| 17 | Fintelect Am, LLC | State | $7.4 million | 72 |
| 18 | Sunshine Kapital | State | $2.2 million | 9 |
| 19 | Savvy Wealth Management LLC | State | $0 | 0 |
| 20 | Together Wealth Group LLC | SEC | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.