{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/21", "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": 21, "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": 333458, "name": "Global Trust Wealth Management LLC", "name_as_filed": "GLOBAL TRUST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/global-trust-wealth-management-llc-west-palm-beach-fl-333458", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122446, "name": "Global Vision Financial Services", "name_as_filed": "GLOBAL VISION FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/global-vision-financial-services-sarasota-fl-122446", "city": "Sarasota", "state": "FL", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304372, "name": "Global Vision Financial Services", "name_as_filed": "GLOBAL VISION FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/global-vision-financial-services-304372", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 286005, "name": "Global Wealth Management Investment Advisory, Inc.", "name_as_filed": "GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.", "url": "https://advisorcensus.com/firm/global-wealth-management-investment-advisory-inc-fort-lauderdale-fl-286005", "city": "Fort Lauderdale", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150743, "name": "Global Wealth Management, L.C.", "name_as_filed": "GLOBAL WEALTH MANAGEMENT, L.C.", "url": "https://advisorcensus.com/firm/global-wealth-management-l-c-deerfield-beach-fl-150743", "city": "Deerfield Beach", "state": "FL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332046, "name": "Globalgatecapital LLC", "name_as_filed": "GLOBALGATECAPITAL LLC", "url": "https://advisorcensus.com/firm/globalgatecapital-llc-parkland-fl-332046", "city": "Parkland", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154466, "name": "Globalinvest Financial Services, Inc.", "name_as_filed": "GLOBALINVEST FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/globalinvest-financial-services-inc-coral-gables-fl-154466", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170490, "name": "Globis Capital Management L.P.", "name_as_filed": "GLOBIS CAPITAL MANAGEMENT L.P.", "url": "https://advisorcensus.com/firm/globis-capital-management-l-p-boca-raton-fl-170490", "city": "Boca Raton", "state": "FL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338447, "name": "Glow Financial Planning LLC", "name_as_filed": "GLOW FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/glow-financial-planning-llc-338447", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 288251, "name": "GMF Real Estate LLC", "name_as_filed": "GMF REAL ESTATE LLC", "url": "https://advisorcensus.com/firm/gmf-real-estate-llc-miami-beach-fl-288251", "city": "Miami Beach", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321254, "name": "GMG Asset Management", "name_as_filed": "GMG ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/gmg-asset-management-321254", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 145727, "name": "Goalfocus Financial, LLC", "name_as_filed": "GOALFOCUS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/goalfocus-financial-llc-aventura-fl-145727", "city": "Aventura", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314952, "name": "Goanna Capital Management LLC", "name_as_filed": "GOANNA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/goanna-capital-management-llc-west-palm-beach-fl-314952", "city": "West Palm Beach", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 142160, "name": "Goar, Endriss & Walker, P.A.", "name_as_filed": "GOAR, ENDRISS & WALKER, P.A.", "url": "https://advisorcensus.com/firm/goar-endriss-and-walker-p-a-sarasota-fl-142160", "city": "Sarasota", "state": "FL", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 319494, "name": "GOI", "name_as_filed": "GOI", "url": "https://advisorcensus.com/firm/goi-miami-fl-319494", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333794, "name": "Golden Capital Partners LLC", "name_as_filed": "GOLDEN CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/golden-capital-partners-llc-333794", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 169362, "name": "Golden Eagle Strategies, LLC", "name_as_filed": "GOLDEN EAGLE STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/golden-eagle-strategies-llc-delray-beach-fl-169362", "city": "Delray Beach", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340673, "name": "Golden Reed Wealth Management, LLC", "name_as_filed": "GOLDEN REED WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/golden-reed-wealth-management-llc-ocala-fl-340673", "city": "Ocala", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314077, "name": "Golden Road Advisors LLC", "name_as_filed": "GOLDEN ROAD ADVISORS LLC", "url": "https://advisorcensus.com/firm/golden-road-advisors-llc-tampa-fl-314077", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339761, "name": "Golden Spades Advisory LLC", "name_as_filed": "GOLDEN SPADES ADVISORY LLC", "url": "https://advisorcensus.com/firm/golden-spades-advisory-llc-fort-lauderdale-fl-339761", "city": "Fort Lauderdale", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171898, "name": "Good Life Advisors, LLC", "name_as_filed": "GOOD LIFE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/good-life-advisors-llc-celebration-fl-171898", "city": "Celebration", "state": "FL", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 137136, "name": "Gordon Asset Management LLC", "name_as_filed": "GORDON ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gordon-asset-management-llc-west-palm-beach-fl-137136", "city": "West Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325422, "name": "Goudy Park Management, LLC", "name_as_filed": "GOUDY PARK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/goudy-park-management-llc-palm-beach-fl-325422", "city": "Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283720, "name": "GQG Partners", "name_as_filed": "GQG PARTNERS", "url": "https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720", "city": "Fort Lauderdale", "state": "FL", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152209, "name": "Gramercy Funds Management LLC", "name_as_filed": "GRAMERCY FUNDS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gramercy-funds-management-llc-west-palm-beach-fl-152209", "city": "West Palm Beach", "state": "FL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 172537, "name": "Grand Central Investment Group, LLC", "name_as_filed": "GRAND CENTRAL INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/grand-central-investment-group-llc-tampa-fl-172537", "city": "Tampa", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329716, "name": "Grandbanks Capital Management Company LLC", "name_as_filed": "GRANDBANKS CAPITAL MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/grandbanks-capital-management-company-llc-naples-fl-329716", "city": "Naples", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340375, "name": "Granofsky Investment Advisory LLC", "name_as_filed": "GRANOFSKY INVESTMENT ADVISORY LLC", "url": "https://advisorcensus.com/firm/granofsky-investment-advisory-llc-340375", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340206, "name": "Gravitalix Financial", "name_as_filed": "GRAVITALIX FINANCIAL", "url": "https://advisorcensus.com/firm/gravitalix-financial-coral-springs-fl-340206", "city": "Coral Springs", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 332942, "name": "Gray Lake Advisors", "name_as_filed": "GRAY LAKE ADVISORS", "url": "https://advisorcensus.com/firm/gray-lake-advisors-332942", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338776, "name": "Gray Lion Capital", "name_as_filed": "GRAY LION CAPITAL", "url": "https://advisorcensus.com/firm/gray-lion-capital-338776", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341499, "name": "Graysbrook Investment Partners", "name_as_filed": "GRAYSBROOK INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/graysbrook-investment-partners-palm-beach-gardens-fl-341499", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317626, "name": "Grayton Beach Capital, LLC", "name_as_filed": "GRAYTON BEACH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/grayton-beach-capital-llc-miami-fl-317626", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317084, "name": "Great Blue Financial", "name_as_filed": "GREAT BLUE FINANCIAL", "url": "https://advisorcensus.com/firm/great-blue-financial-tampa-fl-317084", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284304, "name": "Great Elm Capital Management, LLC", "name_as_filed": "GREAT ELM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/great-elm-capital-management-llc-palm-beach-gardens-fl-284304", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 310135, "name": "Great Wealth Investments", "name_as_filed": "GREAT WEALTH INVESTMENTS", "url": "https://advisorcensus.com/firm/great-wealth-investments-boca-raton-fl-310135", "city": "Boca Raton", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342073, "name": "Greater Financial", "name_as_filed": "GREATER FINANCIAL", "url": "https://advisorcensus.com/firm/greater-financial-sarasota-fl-342073", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339073, "name": "Green Beret Financial Planning", "name_as_filed": "GREEN BERET FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/green-beret-financial-planning-orlando-fl-339073", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323357, "name": "Green Capital Private Wealth", "name_as_filed": "GREEN CAPITAL PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/green-capital-private-wealth-miami-fl-323357", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 296855, "name": "Green Vista Asset Management LLC", "name_as_filed": "GREEN VISTA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855", "city": "Winter Park", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 226707, "name": "Greenberg Financial Group", "name_as_filed": "GREENBERG FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/greenberg-financial-group-boynton-beach-fl-226707", "city": "Boynton Beach", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324547, "name": "Greenbird Intelligence Management, LLC", "name_as_filed": "GREENBIRD INTELLIGENCE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greenbird-intelligence-management-llc-boca-raton-fl-324547", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304445, "name": "Greenbridge Partners LLC", "name_as_filed": "GREENBRIDGE PARTNERS LLC", "url": "https://advisorcensus.com/firm/greenbridge-partners-llc-lakeland-fl-304445", "city": "Lakeland", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 298397, "name": "Greenline Wealth Management", "name_as_filed": "GREENLINE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304820, "name": "Greenwood Family Advisors LLC", "name_as_filed": "GREENWOOD FAMILY ADVISORS LLC", "url": "https://advisorcensus.com/firm/greenwood-family-advisors-llc-miami-fl-304820", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 311491, "name": "Grey Rhodes Advisors, LLC", "name_as_filed": "GREY RHODES ADVISORS, LLC", "url": "https://advisorcensus.com/firm/grey-rhodes-advisors-llc-palm-beach-gardens-fl-311491", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304813, "name": "Griffis Asset Management Company, LLC", "name_as_filed": "GRIFFIS ASSET MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/griffis-asset-management-company-llc-chiefland-fl-304813", "city": "Chiefland", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342358, "name": "Grodzki Wealth Management, Inc.", "name_as_filed": "GRODZKI WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/grodzki-wealth-management-inc-orlando-fl-342358", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329765, "name": "Group U, LLC", "name_as_filed": "GROUP U, LLC", "url": "https://advisorcensus.com/firm/group-u-llc-coral-gables-fl-329765", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": 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