{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/11", "page_type": "state", "title": "Financial advisors in Florida", "filters": {}, "scope_total": 2487, "faq": [ { "q": "How many financial advisory firms are there in Florida?", "a": "AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, from Form ADV filings as of October 2026: 1,115 SEC-registered, 1,052 state-registered, and 320 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Florida?", "a": "638 of the 2,487 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Florida offer financial planning?", "a": "1,125 of the 2,167 firms in Florida that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Florida fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 638 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Florida: 2,487 firms from Form ADV filings as of October 2026.", "total_firms": 2487, "page": 11, "total_pages": 50, "sort": "name", "registration_types": { "sec": 1115, "state": 1052, "exempt": 320 }, "fee_model_mix": [ { "code": "fee-only", "count": 638 }, { "code": "percentage_of_aum", "count": 2016 }, { "code": "hourly", "count": 789 }, { "code": "subscription", "count": 27 }, { "code": "fixed", "count": 995 }, { "code": "commissions", "count": 36 }, { "code": "performance_based", "count": 535 }, { "code": "other", "count": 313 }, { "code": "not_reported", "count": 320 } ], "years_registered_distribution": [ { "code": "under_5", "count": 1148 }, { "code": "5_to_9", "count": 582 }, { "code": "10_to_19", "count": 520 }, { "code": "20_plus", "count": 231 }, { "code": "not_reported", "count": 6 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 641 }, { "code": "25m_100m", "count": 357 }, { "code": "100m_500m", "count": 591 }, { "code": "500m_1b", "count": 152 }, { "code": "1b_5b", "count": 187 }, { "code": "over_5b", "count": 86 }, { "code": "not_reported", "count": 473 } ], "firms": [ { "crd_number": 335042, "name": "Centrica Wealth Management", "name_as_filed": "CENTRICA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339651, "name": "Centrus Financial Strategies", "name_as_filed": "CENTRUS FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/centrus-financial-strategies-orlando-fl-339651", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328164, "name": "Century Business & Financial Services", "name_as_filed": "CENTURY BUSINESS & FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/century-business-and-financial-services-longboat-key-fl-328164", "city": "Longboat Key", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146023, "name": "Ceredex Value Advisors LLC", "name_as_filed": "CEREDEX VALUE ADVISORS LLC", "url": "https://advisorcensus.com/firm/ceredex-value-advisors-llc-winter-park-fl-146023", "city": "Winter Park", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340049, "name": "Certain Capital Advisors, LLC", "name_as_filed": "CERTAIN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/certain-capital-advisors-llc-st-petersburg-fl-340049", "city": "St. Petersburg", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 120990, "name": "Certified Advisory Corp", "name_as_filed": "CERTIFIED ADVISORY CORP", "url": "https://advisorcensus.com/firm/certified-advisory-corp-altamonte-springs-fl-120990", "city": "Altamonte Springs", "state": "FL", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 290667, "name": "Certified Planning Services, LLC", "name_as_filed": "CERTIFIED PLANNING SERVICES, LLC", "url": "https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129505, "name": "Certuity, LLC", "name_as_filed": "CERTUITY, LLC", "url": "https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505", "city": "North Palm Beach", "state": "FL", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 342521, "name": "CG Capital Wealth LLC", "name_as_filed": "CG CAPITAL WEALTH LLC", "url": "https://advisorcensus.com/firm/cg-capital-wealth-llc-hialeah-fl-342521", "city": "Hialeah", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147655, "name": "CGI Investment Advisers LLC", "name_as_filed": "CGI INVESTMENT ADVISERS LLC", "url": "https://advisorcensus.com/firm/cgi-investment-advisers-llc-altamonte-springs-fl-147655", "city": "Altamonte Springs", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154242, "name": "Chacon Diaz & DI Virgilio Wealth Management, LLC", "name_as_filed": "CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chacon-diaz-and-di-virgilio-wealth-management-llc-gainesville-fl-154242", "city": "Gainesville", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 168866, "name": "Challen Asset Management, LLC", "name_as_filed": "CHALLEN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/challen-asset-management-llc-jacksonville-fl-168866", "city": "Jacksonville", "state": "FL", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290893, "name": "Channing Global Advisors, LLC", "name_as_filed": "CHANNING GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893", "city": "Fort Lauderdale", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323675, "name": "Charles Kasner Registered Investment Advisor LLC", "name_as_filed": "CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC", "url": "https://advisorcensus.com/firm/charles-kasner-registered-investment-advisor-llc-323675", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288303, "name": "Charter Advisory Services, LLC", "name_as_filed": "CHARTER ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/charter-advisory-services-llc-daytona-beach-fl-288303", "city": "Daytona Beach", "state": "FL", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338603, "name": "Chayne Global Management", "name_as_filed": "CHAYNE GLOBAL MANAGEMENT", "url": "https://advisorcensus.com/firm/chayne-global-management-miami-fl-338603", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282099, "name": "Chesapeake Capital Corporation", "name_as_filed": "CHESAPEAKE CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/chesapeake-capital-corporation-tampa-fl-282099", "city": "Tampa", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315164, "name": "Chicago Equity Advisors, LLC", "name_as_filed": "CHICAGO EQUITY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/chicago-equity-advisors-llc-st-petersburg-fl-315164", "city": "St. Petersburg", "state": "FL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306396, "name": "Chipser Wealth Management, LLC", "name_as_filed": "CHIPSER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chipser-wealth-management-llc-destin-fl-306396", "city": "Destin", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308286, "name": "Chiron Capital Management, LLC", "name_as_filed": "CHIRON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chiron-capital-management-llc-tallahassee-fl-308286", "city": "Tallahassee", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142133, "name": "Christia LI Roberts", "name_as_filed": "CHRISTIA LI ROBERTS", "url": "https://advisorcensus.com/firm/christia-li-roberts-142133", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283639, "name": "Chronos Capital Advisors LLC", "name_as_filed": "CHRONOS CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299782, "name": "Chronos Wealth Management, L.L.C.", "name_as_filed": "CHRONOS WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/chronos-wealth-management-l-l-c-clearwater-fl-299782", "city": "Clearwater", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338579, "name": "Ciaston Financial Group LLC", "name_as_filed": "CIASTON FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/ciaston-financial-group-llc-338579", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332022, "name": "Cibao Wealth Management", "name_as_filed": "CIBAO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cibao-wealth-management-332022", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317663, "name": "Cibest Capital Advisory Services LLC", "name_as_filed": "CIBEST CAPITAL ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/cibest-capital-advisory-services-llc-miami-fl-317663", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311969, "name": "CIC, LLC", "name_as_filed": "CIC, LLC", "url": "https://advisorcensus.com/firm/cic-llc-marco-island-fl-311969", "city": "Marco Island", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110904, "name": "Ciccarelli Advisory Services Inc", "name_as_filed": "CICCARELLI ADVISORY SERVICES INC", "url": "https://advisorcensus.com/firm/ciccarelli-advisory-services-inc-naples-fl-110904", "city": "Naples", "state": "FL", "years_registered": 40, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159172, "name": "Cifc Asset Management LLC", "name_as_filed": "CIFC ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cifc-asset-management-llc-miami-fl-159172", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 107050, "name": "Cifc Investment Management LLC", "name_as_filed": "CIFC INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cifc-investment-management-llc-miami-fl-107050", "city": "Miami", "state": "FL", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334020, "name": "Cifc Private Credit Management LLC", "name_as_filed": "CIFC PRIVATE CREDIT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cifc-private-credit-management-llc-miami-fl-334020", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336646, "name": "Cima Sports & Wealth Management Inc", "name_as_filed": "CIMA SPORTS & WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646", "city": "Lutz", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338119, "name": "CIP PE Advisors, LLC", "name_as_filed": "CIP PE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cip-pe-advisors-llc-west-palm-beach-fl-338119", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148826, "name": "Citadel Advisors LLC", "name_as_filed": "CITADEL ADVISORS LLC", "url": "https://advisorcensus.com/firm/citadel-advisors-llc-miami-fl-148826", "city": "Miami", "state": "FL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 282405, "name": "Clarity Capital Advisors, LLC", "name_as_filed": "CLARITY CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405", "city": "Lakewood Ranch", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 323321, "name": "Clarity Financial Advisors LLC", "name_as_filed": "CLARITY FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321", "city": "St. Petersburg", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 316258, "name": "Clarity Financial Design", "name_as_filed": "CLARITY FINANCIAL DESIGN", "url": "https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258", "city": "Sarasota", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172321, "name": "Clark Financial Planning Services LLC", "name_as_filed": "CLARK FINANCIAL PLANNING SERVICES LLC", "url": "https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321", "city": "Coconut Creek", "state": "FL", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319333, "name": "Clark Private Wealth, LLC", "name_as_filed": "CLARK PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/clark-private-wealth-llc-miami-fl-319333", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311114, "name": "Clear Harbor Wealth Management", "name_as_filed": "CLEAR HARBOR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clear-harbor-wealth-management-destin-fl-311114", "city": "Destin", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 157531, "name": "Clearshares LLC", "name_as_filed": "CLEARSHARES LLC", "url": "https://advisorcensus.com/firm/clearshares-llc-marco-island-fl-157531", "city": "Marco Island", "state": "FL", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326951, "name": "Clearsky Advisors LLC", "name_as_filed": "CLEARSKY ADVISORS LLC", "url": "https://advisorcensus.com/firm/clearsky-advisors-llc-west-palm-beach-fl-326951", "city": "West Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297415, "name": "Cleartree Asset Management, Inc.", "name_as_filed": "CLEARTREE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cleartree-asset-management-inc-tampa-fl-297415", "city": "Tampa", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340492, "name": "Clearview 401K Advisors", "name_as_filed": "CLEARVIEW 401K ADVISORS", "url": "https://advisorcensus.com/firm/clearview-401k-advisors-340492", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306186, "name": "Clearwell Group", "name_as_filed": "CLEARWELL GROUP", "url": "https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310677, "name": "Clerisy Global Capital Management, LP", "name_as_filed": "CLERISY GLOBAL CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/clerisy-global-capital-management-lp-key-biscayne-fl-310677", "city": "Key Biscayne", "state": "FL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167790, "name": "Client 1st Advisory Group", "name_as_filed": "CLIENT 1ST ADVISORY GROUP", "url": "https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790", "city": "Dunedin", "state": "FL", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141995, "name": "Client First Financial Advisors, LLC", "name_as_filed": "CLIENT FIRST FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/client-first-financial-advisors-llc-141995", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289929, "name": "Client Focused Financial", "name_as_filed": "CLIENT FOCUSED FINANCIAL", "url": "https://advisorcensus.com/firm/client-focused-financial-saint-petersburg-fl-289929", "city": "Saint Petersburg", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333072, "name": "Clifton First LLC", "name_as_filed": "CLIFTON FIRST LLC", "url": "https://advisorcensus.com/firm/clifton-first-llc-palm-beach-fl-333072", "city": "Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/fl/miami", "name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "state_code": "FL", "firm_count": 1113 }, { "path": "/advisors/fl/tampa", "name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "state_code": "FL", "firm_count": 260 }, { "path": "/advisors/fl/orlando", "name": "Orlando", "msa_name": "Orlando-Kissimmee-Sanford, FL", "state_code": "FL", "firm_count": 205 }, { "path": "/advisors/fl/jacksonville", "name": "Jacksonville", "msa_name": "Jacksonville, FL", "state_code": "FL", "firm_count": 111 }, { "path": "/advisors/fl/north-port", "name": "North Port", "msa_name": "North Port-Bradenton-Sarasota, FL", "state_code": "FL", "firm_count": 110 }, { "path": "/advisors/fl/naples", "name": "Naples", "msa_name": "Naples-Marco Island, FL", "state_code": "FL", "firm_count": 77 }, { "path": "/advisors/fl/cape-coral", "name": "Cape Coral", "msa_name": "Cape Coral-Fort Myers, FL", "state_code": "FL", "firm_count": 38 }, { "path": "/advisors/fl/palm-bay", "name": "Palm Bay", "msa_name": "Palm Bay-Melbourne-Titusville, FL", "state_code": "FL", "firm_count": 31 }, { "path": "/advisors/fl/port-st-lucie", "name": "Port St. Lucie", "msa_name": "Port St. Lucie, FL", "state_code": "FL", "firm_count": 26 }, { "path": "/advisors/fl/deltona", "name": "Deltona", "msa_name": "Deltona-Daytona Beach-Ormond Beach, FL", "state_code": "FL", "firm_count": 24 }, { "path": "/advisors/fl/sebastian", "name": "Sebastian", "msa_name": "Sebastian-Vero Beach-West Vero Corridor, FL", "state_code": "FL", "firm_count": 21 }, { "path": "/advisors/fl/lakeland", "name": "Lakeland", "msa_name": "Lakeland-Winter Haven, FL", "state_code": "FL", "firm_count": 18 }, { "path": "/advisors/fl/gainesville", "name": "Gainesville", "msa_name": "Gainesville, FL", "state_code": "FL", "firm_count": 16 }, { "path": "/advisors/fl/tallahassee", "name": "Tallahassee", "msa_name": "Tallahassee, FL", "state_code": "FL", "firm_count": 15 }, { "path": "/advisors/fl/pensacola", "name": "Pensacola", "msa_name": "Pensacola-Ferry Pass-Brent, FL", "state_code": "FL", "firm_count": 14 }, { "path": "/advisors/fl/crestview", "name": "Crestview", "msa_name": "Crestview-Fort Walton Beach-Destin, FL", "state_code": "FL", "firm_count": 13 }, { "path": "/advisors/fl/ocala", "name": "Ocala", "msa_name": "Ocala, FL", "state_code": "FL", "firm_count": 8 }, { "path": "/advisors/fl/wildwood", "name": "Wildwood", "msa_name": "Wildwood-The Villages, FL", "state_code": "FL", "firm_count": 8 }, { "path": "/advisors/fl/panama-city", "name": "Panama City", "msa_name": "Panama City-Panama City Beach, FL", "state_code": "FL", "firm_count": 4 }, { "path": "/advisors/fl/punta-gorda", "name": "Punta Gorda", "msa_name": "Punta Gorda, FL", "state_code": "FL", "firm_count": 3 }, { "path": "/advisors/fl/sebring", "name": "Sebring", "msa_name": "Sebring, FL", "state_code": "FL", "firm_count": 3 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "fee_pages": [ { "path": "/advisors/fl/fee-only", "label": "Fee-only financial advisors in Florida", "firm_count": 638 }, { "path": "/advisors/fl/flat-fee", "label": "Flat-fee financial advisors in Florida", "firm_count": 995 }, { "path": "/advisors/fl/hourly", "label": "Hourly financial advisors in Florida", "firm_count": 789 } ] }, "csv": "https://advisorcensus.com/advisors/fl.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }