{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/2", "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": 2, "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": 156150, "name": "Activest Wealth Management, LLC", "name_as_filed": "ACTIVEST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/activest-wealth-management-llc-aventura-fl-156150", "city": "Aventura", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165505, "name": "Advanced Financial Analysis, LLC", "name_as_filed": "ADVANCED FINANCIAL ANALYSIS, LLC", "url": "https://advisorcensus.com/firm/advanced-financial-analysis-llc-165505", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289070, "name": "Advanced Investment Management LLC", "name_as_filed": "ADVANCED INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/advanced-investment-management-llc-naples-fl-289070", "city": "Naples", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165593, "name": "Advanced Math Investing Inc", "name_as_filed": "ADVANCED MATH INVESTING INC", "url": "https://advisorcensus.com/firm/advanced-math-investing-inc-165593", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137357, "name": "Advanced Tax & Investments, Inc.", "name_as_filed": "ADVANCED TAX & INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/advanced-tax-and-investments-inc-rockledge-fl-137357", "city": "Rockledge", "state": "FL", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284438, "name": "Advanced Wealth Management", "name_as_filed": "ADVANCED WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/advanced-wealth-management-sarasota-fl-284438", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116059, "name": "Advantage Investing, Inc.", "name_as_filed": "ADVANTAGE INVESTING, INC.", "url": "https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329635, "name": "Advantage Wealth Partners", "name_as_filed": "ADVANTAGE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/advantage-wealth-partners-fort-myers-fl-329635", "city": "Fort Myers", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325992, "name": "Advicemind LLC", "name_as_filed": "ADVICEMIND LLC", "url": "https://advisorcensus.com/firm/advicemind-llc-brandon-fl-325992", "city": "Brandon", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282087, "name": "Advise Financial", "name_as_filed": "ADVISE FINANCIAL", "url": "https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 332477, "name": "Advisifi LLC", "name_as_filed": "ADVISIFI LLC", "url": "https://advisorcensus.com/firm/advisifi-llc-st-petersburg-fl-332477", "city": "St Petersburg", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 282944, "name": "Advisorplanner, LLC", "name_as_filed": "ADVISORPLANNER, LLC", "url": "https://advisorcensus.com/firm/advisorplanner-llc-282944", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142282, "name": "Advisors Trust Planning and Investment Company", "name_as_filed": "ADVISORS TRUST PLANNING AND INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/advisors-trust-planning-and-investment-company-naples-fl-142282", "city": "Naples", "state": "FL", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 173134, "name": "Advisory Investor Services LLC", "name_as_filed": "ADVISORY INVESTOR SERVICES LLC", "url": "https://advisorcensus.com/firm/advisory-investor-services-llc-miami-fl-173134", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 329395, "name": "Advisuite", "name_as_filed": "ADVISUITE", "url": "https://advisorcensus.com/firm/advisuite-329395", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 311990, "name": "Advus Financial Partners, LLC", "name_as_filed": "ADVUS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/advus-financial-partners-llc-winter-park-fl-311990", "city": "Winter Park", "state": "FL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173020, "name": "AE Industrial Partners, LP", "name_as_filed": "AE INDUSTRIAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/ae-industrial-partners-lp-boca-raton-fl-173020", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 199511, "name": "Aegis Wealth Management, LLC", "name_as_filed": "AEGIS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aegis-wealth-management-llc-maitland-fl-199511", "city": "Maitland", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 325265, "name": "AFC Institutional Fund Manager LLC", "name_as_filed": "AFC INSTITUTIONAL FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/afc-institutional-fund-manager-llc-west-palm-beach-fl-325265", "city": "West Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311281, "name": "AFC Management, LLC", "name_as_filed": "AFC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/afc-management-llc-west-palm-beach-fl-311281", "city": "West Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329931, "name": "Affiliated Capital", "name_as_filed": "AFFILIATED CAPITAL", "url": "https://advisorcensus.com/firm/affiliated-capital-coral-gables-fl-329931", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111545, "name": "Affiliated Private Investors LLC", "name_as_filed": "AFFILIATED PRIVATE INVESTORS LLC", "url": "https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545", "city": "West Palm Beach", "state": "FL", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174344, "name": "Affirmative Financial Services", "name_as_filed": "AFFIRMATIVE FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/affirmative-financial-services-jacksonville-fl-174344", "city": "Jacksonville", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326691, "name": "AFT Financial Planning", "name_as_filed": "AFT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/aft-financial-planning-326691", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162858, "name": "AFT, Forsyth & Sober, LLC", "name_as_filed": "AFT, FORSYTH & SOBER, LLC", "url": "https://advisorcensus.com/firm/aft-forsyth-and-sober-llc-valrico-fl-162858", "city": "Valrico", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137404, "name": "AFT, Forsyth and Company, Inc.", "name_as_filed": "AFT, FORSYTH AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/aft-forsyth-and-company-inc-jupiter-fl-137404", "city": "Jupiter", "state": "FL", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164866, "name": "Agamerica Lending LLC", "name_as_filed": "AGAMERICA LENDING LLC", "url": "https://advisorcensus.com/firm/agamerica-lending-llc-lakeland-fl-164866", "city": "Lakeland", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331966, "name": "Agile Investment Management, LLC", "name_as_filed": "AGILE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/agile-investment-management-llc-palm-coast-fl-331966", "city": "Palm Coast", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172457, "name": "Agis Management LLC", "name_as_filed": "AGIS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agis-management-llc-clearwater-fl-172457", "city": "Clearwater", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 141522, "name": "Agnello Financial Group, Inc.", "name_as_filed": "AGNELLO FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/agnello-financial-group-inc-west-palm-beach-fl-141522", "city": "West Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150570, "name": "AGW Capital Advisors", "name_as_filed": "AGW CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/agw-capital-advisors-tampa-fl-150570", "city": "Tampa", "state": "FL", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 326000, "name": "AIF Management LLC", "name_as_filed": "AIF MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aif-management-llc-orlando-fl-326000", "city": "Orlando", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321147, "name": "Ailsa Capital LLC", "name_as_filed": "AILSA CAPITAL LLC", "url": "https://advisorcensus.com/firm/ailsa-capital-llc-miami-fl-321147", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324444, "name": "AJB Capital Managers LLC", "name_as_filed": "AJB CAPITAL MANAGERS LLC", "url": "https://advisorcensus.com/firm/ajb-capital-managers-llc-hollywood-fl-324444", "city": "Hollywood", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291151, "name": "AK Global Investment Management, LLC", "name_as_filed": "AK GLOBAL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ak-global-investment-management-llc-291151", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 10791, "name": "Akar Capital Management, Inc.", "name_as_filed": "AKAR CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/akar-capital-management-inc-plantation-fl-10791", "city": "Plantation", "state": "FL", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 341867, "name": "Alan & Company, LLC", "name_as_filed": "ALAN & COMPANY, LLC", "url": "https://advisorcensus.com/firm/alan-and-company-llc-west-palm-beach-fl-341867", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318090, "name": "Albatroz Capital", "name_as_filed": "ALBATROZ CAPITAL", "url": "https://advisorcensus.com/firm/albatroz-capital-key-biscayne-fl-318090", "city": "Key Biscayne", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314449, "name": "Albert Capital Management LLC", "name_as_filed": "ALBERT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/albert-capital-management-llc-314449", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 335172, "name": "Alces & Asociados Advisors", "name_as_filed": "ALCES & ASOCIADOS ADVISORS", "url": "https://advisorcensus.com/firm/alces-and-asociados-advisors-aventura-fl-335172", "city": "Aventura", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297670, "name": "ALES29 Advisors, Inc", "name_as_filed": "ALES29 ADVISORS, INC", "url": "https://advisorcensus.com/firm/ales29-advisors-inc-297670", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306957, "name": "Alexander Capital Ventures Management, LLC", "name_as_filed": "ALEXANDER CAPITAL VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alexander-capital-ventures-management-llc-the-villages-fl-306957", "city": "The Villages", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138537, "name": "Alhambra Investment Management LLC", "name_as_filed": "ALHAMBRA INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537", "city": "Palmetto Bay", "state": "FL", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323267, "name": "Alianza Corp. Investment Advisor", "name_as_filed": "ALIANZA CORP. INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/alianza-corp-investment-advisor-miami-fl-323267", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332824, "name": "Align Equity Group", "name_as_filed": "ALIGN EQUITY GROUP", "url": "https://advisorcensus.com/firm/align-equity-group-boca-raton-fl-332824", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 304506, "name": "Align Private Capital", "name_as_filed": "ALIGN PRIVATE CAPITAL", "url": "https://advisorcensus.com/firm/align-private-capital-sarasota-fl-304506", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 343143, "name": 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