{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/16", "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": 16, "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": 125738, "name": "Econologics Financial Advisors", "name_as_filed": "ECONOLOGICS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738", "city": "Largo", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110248, "name": "Edmp, Inc.", "name_as_filed": "EDMP, INC.", "url": "https://advisorcensus.com/firm/edmp-inc-lutz-fl-110248", "city": "Lutz", "state": "FL", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143404, "name": "Edward R. Wildman, CPA, LLC", "name_as_filed": "EDWARD R. WILDMAN, CPA, LLC", "url": "https://advisorcensus.com/firm/edward-r-wildman-cpa-llc-143404", "city": null, "state": null, "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150517, "name": "Edwards Financial Services", "name_as_filed": "EDWARDS FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/edwards-financial-services-winter-park-fl-150517", "city": "Winter Park", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158905, "name": "EFG Private Wealth Management (Americas) Corp.", "name_as_filed": "EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.", "url": "https://advisorcensus.com/firm/efg-private-wealth-management-americas-corp-miami-fl-158905", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 163086, "name": "Eightfold Real Estate Capital, L.P.", "name_as_filed": "EIGHTFOLD REAL ESTATE CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/eightfold-real-estate-capital-l-p-miami-fl-163086", "city": "Miami", "state": "FL", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314982, "name": "EIN SOF Advisors, LLC", "name_as_filed": "EIN SOF ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319010, "name": "EIR Partners Capital, LP", "name_as_filed": "EIR PARTNERS CAPITAL, LP", "url": "https://advisorcensus.com/firm/eir-partners-capital-lp-miami-fl-319010", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282031, "name": "Ekanta Wealth Advisors LLC", "name_as_filed": "EKANTA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/ekanta-wealth-advisors-llc-coconut-grove-fl-282031", "city": "Coconut Grove", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328439, "name": "EL Menudo Cuenta LLC", "name_as_filed": "EL MENUDO CUENTA LLC", "url": "https://advisorcensus.com/firm/el-menudo-cuenta-llc-miami-fl-328439", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 331049, "name": "Elderkin Wealth Management LLC", "name_as_filed": "ELDERKIN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/elderkin-wealth-management-llc-331049", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316539, "name": "Electric Feel Ventures LLC", "name_as_filed": "ELECTRIC FEEL VENTURES LLC", "url": "https://advisorcensus.com/firm/electric-feel-ventures-llc-miami-fl-316539", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282750, "name": "Element Pointe Family Office", "name_as_filed": "ELEMENT POINTE FAMILY OFFICE", "url": "https://advisorcensus.com/firm/element-pointe-family-office-miami-fl-282750", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 331931, "name": "Elementum Capital", "name_as_filed": "ELEMENTUM CAPITAL", "url": "https://advisorcensus.com/firm/elementum-capital-331931", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329079, "name": "Elevate Financial Planning and Wealth Management", "name_as_filed": "ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/elevate-financial-planning-and-wealth-management-st-petersburg-fl-329079", "city": "St. Petersburg", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312170, "name": "Elevation Advisory Partners LLC", "name_as_filed": "ELEVATION ADVISORY PARTNERS LLC", "url": "https://advisorcensus.com/firm/elevation-advisory-partners-llc-orlando-fl-312170", "city": "Orlando", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 315822, "name": "Elevation Haven Financial", "name_as_filed": "ELEVATION HAVEN FINANCIAL", "url": "https://advisorcensus.com/firm/elevation-haven-financial-315822", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170483, "name": "Elion Partners, LLC", "name_as_filed": "ELION PARTNERS, LLC", "url": "https://advisorcensus.com/firm/elion-partners-llc-miami-fl-170483", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 307151, "name": "Elliott Investment Management L.P.", "name_as_filed": "ELLIOTT INVESTMENT MANAGEMENT L.P.", "url": "https://advisorcensus.com/firm/elliott-investment-management-l-p-west-palm-beach-fl-307151", "city": "West Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 339476, "name": "Elm Wealth Advisory", "name_as_filed": "ELM WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/elm-wealth-advisory-palm-beach-gardens-fl-339476", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337368, "name": "EM Financial Services, LLC", "name_as_filed": "EM FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/em-financial-services-llc-miami-fl-337368", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 311671, "name": "EMA SMA LLC", "name_as_filed": "EMA SMA LLC", "url": "https://advisorcensus.com/firm/ema-sma-llc-naples-fl-311671", "city": "Naples", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297589, "name": "Emcee Invest", "name_as_filed": "EMCEE INVEST", "url": "https://advisorcensus.com/firm/emcee-invest-miami-fl-297589", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 299328, "name": "Emergent Fortuity Financial, LLC", "name_as_filed": "EMERGENT FORTUITY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/emergent-fortuity-financial-llc-plantation-fl-299328", "city": "Plantation", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290875, "name": "Emergent Global Investments", "name_as_filed": "EMERGENT GLOBAL INVESTMENTS", "url": "https://advisorcensus.com/firm/emergent-global-investments-coral-gables-fl-290875", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334672, "name": "Emerson Partners", "name_as_filed": "EMERSON PARTNERS", "url": "https://advisorcensus.com/firm/emerson-partners-naples-fl-334672", "city": "Naples", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319111, "name": "Eminence Wealth Management Inc.", "name_as_filed": "EMINENCE WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/eminence-wealth-management-inc-orlando-fl-319111", "city": "Orlando", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167474, "name": "EMK Investment Advisors, LLC", "name_as_filed": "EMK INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/emk-investment-advisors-llc-167474", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139382, "name": "Empire Financial Group, LLC", "name_as_filed": "EMPIRE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/empire-financial-group-llc-139382", "city": null, "state": null, "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341465, "name": "Encore Finance Group, L.L.C.", "name_as_filed": "ENCORE FINANCE GROUP, L.L.C.", "url": "https://advisorcensus.com/firm/encore-finance-group-l-l-c-hollywood-fl-341465", "city": "Hollywood", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159393, "name": "Encore Housing Opportunity Fund Investment Manager, LLC", "name_as_filed": "ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC", "url": "https://advisorcensus.com/firm/encore-housing-opportunity-fund-investment-manager-llc-boca-raton-fl-159393", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 318115, "name": "Entelevest, LLC", "name_as_filed": "ENTELEVEST, LLC", "url": "https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148451, "name": "Envision Asset Management, Inc.", "name_as_filed": "ENVISION ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/envision-asset-management-inc-plantation-fl-148451", "city": "Plantation", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 298244, "name": "Envision Wealth Planners", "name_as_filed": "ENVISION WEALTH PLANNERS", "url": "https://advisorcensus.com/firm/envision-wealth-planners-298244", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 176526, "name": "Epic Advisory Services Corp", "name_as_filed": "EPIC ADVISORY SERVICES CORP", "url": "https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324466, "name": "Epiphanly Advisory, LLC", "name_as_filed": "EPIPHANLY ADVISORY, LLC", "url": "https://advisorcensus.com/firm/epiphanly-advisory-llc-aventura-fl-324466", "city": "Aventura", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332781, "name": "Eppes Wealth Management", "name_as_filed": "EPPES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/eppes-wealth-management-satellite-beach-fl-332781", "city": "Satellite Beach", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151977, "name": "Equistar Wealth Management Inc.", "name_as_filed": "EQUISTAR WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/equistar-wealth-management-inc-151977", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294768, "name": "Equity Management Associates, LLC", "name_as_filed": "EQUITY MANAGEMENT ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/equity-management-associates-llc-naples-fl-294768", "city": "Naples", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283695, "name": "Ernest Salgan", "name_as_filed": "ERNEST SALGAN", "url": "https://advisorcensus.com/firm/ernest-salgan-283695", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285575, "name": "Eschaton Opportunities Fund Management LP", "name_as_filed": "ESCHATON OPPORTUNITIES FUND MANAGEMENT LP", "url": "https://advisorcensus.com/firm/eschaton-opportunities-fund-management-lp-miami-fl-285575", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 338268, "name": "ESH Wealth Management LLC", "name_as_filed": "ESH WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/esh-wealth-management-llc-338268", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based", "other" ], "enhanced": false }, { "crd_number": 333684, "name": "Eternal Capital, LLC", "name_as_filed": "ETERNAL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/eternal-capital-llc-miami-fl-333684", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 343593, "name": "Ethos Investment Advisory Group LLC", "name_as_filed": "ETHOS INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/ethos-investment-advisory-group-llc-miami-fl-343593", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306185, "name": "Eubanks Financial", "name_as_filed": "EUBANKS FINANCIAL", "url": "https://advisorcensus.com/firm/eubanks-financial-fort-myers-fl-306185", "city": "Fort Myers", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156397, "name": "Eulav Asset Management", "name_as_filed": "EULAV ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/eulav-asset-management-sarasota-fl-156397", "city": "Sarasota", "state": "FL", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126163, "name": "Eurocapital Advisors, Inc", "name_as_filed": "EUROCAPITAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/eurocapital-advisors-inc-miami-fl-126163", "city": "Miami", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285357, "name": "European Family Office Institute LLC.", "name_as_filed": "EUROPEAN FAMILY OFFICE INSTITUTE LLC.", "url": "https://advisorcensus.com/firm/european-family-office-institute-llc-285357", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307661, "name": "Eve Partners", "name_as_filed": "EVE PARTNERS", "url": "https://advisorcensus.com/firm/eve-partners-ponte-vedra-beach-fl-307661", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109698, "name": "Evensky & KATZ/FOLDES Wealth Management", "name_as_filed": "EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT", "url": 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