{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/25", "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": 25, "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": 332883, "name": "Intellus Advisors, LLC", "name_as_filed": "INTELLUS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/intellus-advisors-llc-naples-fl-332883", "city": "Naples", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336420, "name": "Inter Advisors LLC", "name_as_filed": "INTER ADVISORS LLC", "url": "https://advisorcensus.com/firm/inter-advisors-llc-miami-fl-336420", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334212, "name": "Inter US Management, LLC", "name_as_filed": "INTER US MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/inter-us-management-llc-miami-fl-334212", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300432, "name": "Interblock Capital Management, LLC", "name_as_filed": "INTERBLOCK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/interblock-capital-management-llc-naples-fl-300432", "city": "Naples", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300418, "name": "Interest Financial, LLC", "name_as_filed": "INTEREST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 10645, "name": "International Assets Advisory, LLC", "name_as_filed": "INTERNATIONAL ASSETS ADVISORY, LLC", "url": "https://advisorcensus.com/firm/international-assets-advisory-llc-orlando-fl-10645", "city": "Orlando", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144426, "name": "International Assets Investment Management, LLC", "name_as_filed": "INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/international-assets-investment-management-llc-orlando-fl-144426", "city": "Orlando", "state": "FL", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327761, "name": "International Investments & Consulting LLC", "name_as_filed": "INTERNATIONAL INVESTMENTS & CONSULTING LLC", "url": "https://advisorcensus.com/firm/international-investments-and-consulting-llc-327761", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108516, "name": "Intrepid Capital Management Inc", "name_as_filed": "INTREPID CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/intrepid-capital-management-inc-jacksonville-beach-fl-108516", "city": "Jacksonville Beach", "state": "FL", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 174547, "name": "Intrinsic Asset LLC", "name_as_filed": "INTRINSIC ASSET LLC", "url": "https://advisorcensus.com/firm/intrinsic-asset-llc-174547", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 132542, "name": "Intrust Advisors, Inc.", "name_as_filed": "INTRUST ADVISORS, INC.", "url": "https://advisorcensus.com/firm/intrust-advisors-inc-tampa-fl-132542", "city": "Tampa", "state": "FL", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323039, "name": "Invenio Wealth Partners, LLC", "name_as_filed": "INVENIO WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310003, "name": "Inveris US LLC", "name_as_filed": "INVERIS US LLC", "url": "https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003", "city": "Coral Gables", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318065, "name": "Inversiones Sura", "name_as_filed": "INVERSIONES SURA", "url": "https://advisorcensus.com/firm/inversiones-sura-miami-fl-318065", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 315745, "name": "Investably LLC", "name_as_filed": "INVESTABLY LLC", "url": "https://advisorcensus.com/firm/investably-llc-orlando-fl-315745", "city": "Orlando", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301680, "name": "Investing Forever Advisory", "name_as_filed": "INVESTING FOREVER ADVISORY", "url": "https://advisorcensus.com/firm/investing-forever-advisory-301680", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322441, "name": "Investment Advisors of America, LLC", "name_as_filed": "INVESTMENT ADVISORS OF AMERICA, LLC", "url": "https://advisorcensus.com/firm/investment-advisors-of-america-llc-palm-beach-gardens-fl-322441", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109445, "name": "Investment Advisory Group LLC", "name_as_filed": "INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/investment-advisory-group-llc-sarasota-fl-109445", "city": "Sarasota", "state": "FL", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144031, "name": "Investment Management Services Group, LLC", "name_as_filed": "INVESTMENT MANAGEMENT SERVICES GROUP, LLC", "url": "https://advisorcensus.com/firm/investment-management-services-group-llc-melbourne-fl-144031", "city": "Melbourne", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114834, "name": "Investors Choice", "name_as_filed": "INVESTORS CHOICE", "url": "https://advisorcensus.com/firm/investors-choice-tampa-fl-114834", "city": "Tampa", "state": "FL", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 164519, "name": "Invex Advisors LLC", "name_as_filed": "INVEX ADVISORS LLC", "url": "https://advisorcensus.com/firm/invex-advisors-llc-coral-gables-fl-164519", "city": "Coral Gables", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328201, "name": "Invex Next, LLC", "name_as_filed": "INVEX NEXT, LLC", "url": "https://advisorcensus.com/firm/invex-next-llc-coral-gables-fl-328201", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316853, "name": "Ipcp Management, LLC", "name_as_filed": "IPCP MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ipcp-management-llc-boca-raton-fl-316853", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 294929, "name": "Iplan", "name_as_filed": "IPLAN", "url": "https://advisorcensus.com/firm/iplan-winter-haven-fl-294929", "city": "Winter Haven", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306243, "name": "IQ Portfolios", "name_as_filed": "IQ PORTFOLIOS", "url": "https://advisorcensus.com/firm/iq-portfolios-windermere-fl-306243", "city": "Windermere", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308294, "name": "IQ Retirement Portfolios LLC", "name_as_filed": "IQ RETIREMENT PORTFOLIOS LLC", "url": "https://advisorcensus.com/firm/iq-retirement-portfolios-llc-st-petersburg-fl-308294", "city": "St. Petersburg", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311552, "name": "Iron Road", "name_as_filed": "IRON ROAD", "url": "https://advisorcensus.com/firm/iron-road-naples-fl-311552", "city": "Naples", "state": "FL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154872, "name": "Ironclad Investments LLC", "name_as_filed": "IRONCLAD INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/ironclad-investments-llc-maitland-fl-154872", "city": "Maitland", "state": "FL", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168858, "name": "Ironwood Capital Management, LLC", "name_as_filed": "IRONWOOD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ironwood-capital-management-llc-168858", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307934, "name": "Isam Funds (USA) LLC", "name_as_filed": "ISAM FUNDS (USA) LLC", "url": "https://advisorcensus.com/firm/isam-funds-usa-llc-boca-raton-fl-307934", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 320841, "name": "Isgam US LLC", "name_as_filed": "ISGAM US LLC", "url": "https://advisorcensus.com/firm/isgam-us-llc-west-palm-beach-fl-320841", "city": "West Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332721, "name": "ISQ Openinfra Registered Advisor LLC", "name_as_filed": "ISQ OPENINFRA REGISTERED ADVISOR LLC", "url": "https://advisorcensus.com/firm/isq-openinfra-registered-advisor-llc-miami-fl-332721", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317760, "name": "ISV Management Company, LLC", "name_as_filed": "ISV MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/isv-management-company-llc-west-palm-beach-fl-317760", "city": "West Palm Beach", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339779, "name": "ISV MC, LLC", "name_as_filed": "ISV MC, LLC", "url": "https://advisorcensus.com/firm/isv-mc-llc-west-palm-beach-fl-339779", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 144769, "name": "Itau International Securities Inc.", "name_as_filed": "ITAU INTERNATIONAL SECURITIES INC.", "url": "https://advisorcensus.com/firm/itau-international-securities-inc-miami-fl-144769", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153630, "name": "IUR Capital, LLC", "name_as_filed": "IUR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/iur-capital-llc-miami-fl-153630", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288942, "name": "IWG Investment Advisors LLC", "name_as_filed": "IWG INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/iwg-investment-advisors-llc-288942", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 108058, "name": "J. L. Bainbridge & Co., Inc.", "name_as_filed": "J. L. BAINBRIDGE & CO., INC.", "url": "https://advisorcensus.com/firm/j-l-bainbridge-and-co-inc-sarasota-fl-108058", "city": "Sarasota", "state": "FL", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112294, "name": "J. W. Cole Advisors, Inc.", "name_as_filed": "J. W. COLE ADVISORS, INC.", "url": "https://advisorcensus.com/firm/j-w-cole-advisors-inc-tampa-fl-112294", "city": "Tampa", "state": "FL", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322467, "name": "J.P. Aubry Wealth Advisors, LLC", "name_as_filed": "J.P. AUBRY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/j-p-aubry-wealth-advisors-llc-orlando-fl-322467", "city": "Orlando", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 320809, "name": "JAB Capital Management, LLC", "name_as_filed": "JAB CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jab-capital-management-llc-miami-beach-fl-320809", "city": "Miami Beach", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 142486, "name": "Jackson Financial, Investment & Retirement Services, Inc.", "name_as_filed": "JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.", "url": "https://advisorcensus.com/firm/jackson-financial-investment-and-retirement-services-inc-melbourne-fl-142486", "city": "Melbourne", "state": "FL", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "commissions", "other" ], "enhanced": false }, { "crd_number": 164880, "name": "Jackson Private Wealth Management, Inc.", "name_as_filed": "JACKSON PRIVATE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/jackson-private-wealth-management-inc-cocoa-fl-164880", "city": "Cocoa", "state": "FL", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 147642, "name": "Jackson Wealth Management, LLC", "name_as_filed": "JACKSON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-lake-mary-fl-147642", "city": "Lake Mary", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309312, "name": "Jacksonville Wealth Management", "name_as_filed": "JACKSONVILLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/jacksonville-wealth-management-jacksonville-fl-309312", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322796, "name": "Jacobs Investment Management, LLC", "name_as_filed": "JACOBS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jacobs-investment-management-llc-322796", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 143608, "name": "Jaffe Tilchin Investment Partners, LLC", "name_as_filed": "JAFFE TILCHIN INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/jaffe-tilchin-investment-partners-llc-tampa-fl-143608", "city": "Tampa", "state": "FL", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 169571, "name": "Jaguar Growth Asset Management, LLC", "name_as_filed": "JAGUAR GROWTH ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jaguar-growth-asset-management-llc-miami-fl-169571", "city": "Miami", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290061, "name": "Jake Carris Financial Planning", "name_as_filed": "JAKE CARRIS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/jake-carris-financial-planning-orlando-fl-290061", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141794, "name": "James A. Colley, Inc.", "name_as_filed": "JAMES A. 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