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Fidelon
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Market Standing · 2026

The most transparent firms in Miami-Fort Lauderdale-West Palm Beach.

1650 scored firmsTop 10 recognizedfidelon.com/markets/miami-fort-lauderdale-west-palm-beach-fl
1
Ernest Salgan
CRD 283695
IA-only—92.9Arank within Top 10; below the 80 standard
2
Btesh Financial
CRD 338209
IA-only—92.7Arank within Top 10; below the 80 standard
3IA-only—92.1Arank within Top 10; below the 80 standard
4IA-only$164M92ARecognized · Top 10
5
Wm Advisors Usa
CRD 323133
IA-only$31.4M92ARecognized · Top 10
6IA-only—91.7Arank within Top 10; below the 80 standard
7IA-only—91.7Arank within Top 10; below the 80 standard
8IA-only—91.5Arank within Top 10; below the 80 standard
9
Crecer
CRD 335908
IA-only$3.5K91.4ARecognized · Top 10
10IA-only$267M91ARecognized · Top 10
11
Pursestrings
CRD 129298
IA-only—91A—
12IA-only—91A—
13IA-only—91A—
14IA-only—91A—
15IA-only—91A—
16
Burns Capital
CRD 319673
IA-only—91A—
17IA-only—91A—
18IA-only—91A—
19
Prime Fiduciary
CRD 329392
IA-only—91A—
20
Markowski &
CRD 329770
IA-only—91A—
21IA-only—91A—
22IA-only—91A—
23IA-only—91A—
24
Impact Advising
CRD 332845
IA-only—91A—
25IA-only—91A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Miami-Fort Lauderdale-West Palm Beach

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    JEREMIAH OTTO SPITZBERG
    STONE SUMMIT WEALTH LLC · Miami, FL
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  2. 2
    ZAHEER NMN EDOO
    CARDINAL ADVISERS LLC · Miami, FL
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  3. 3
    MARTIN DAVID ROSENTHAL
    COMMON CENTS WEALTH MANAGEMENT, LLC · Pembroke Pines, FL
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  4. 4
    FELIPE FAUSTO GARCIA
    INKWELL CAPITAL · Miami, FL
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  5. 5
    SANDEEP SHARMA
    SYNTAX RESEARCH, INC. · Boca Raton, FL
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  6. 6
    AUSTIN MERLE GRAFF
    OPAL CAPITAL LLC · Boca Raton, FL
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  7. 7
    BLAIR CHARLES SHEIN
    COMPASS FINANCIAL GROUP, INC. · Deerfield Beach, FL
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  8. 8
    DAVID JAMES ABITZ
    CONVERGENCE INVESTMENT PARTNERS, LLC · Palm Beach Gardens, FL
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  9. 9
    ROBERT DALE HARVEY
    HARVEY CAPITAL MANAGEMENT INC · Palm Beach, FL
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  10. 10
    JAY LAWRENCE MARMER
    GLOBAL TRUST · West Palm Beach, FL
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