{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/27", "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": 27, "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": 330513, "name": "Kevin Investments", "name_as_filed": "KEVIN INVESTMENTS", "url": "https://advisorcensus.com/firm/kevin-investments-tampa-fl-330513", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113541, "name": "Key Capital Advisors, Inc.", "name_as_filed": "KEY CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/key-capital-advisors-inc-miami-fl-113541", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 139806, "name": "Keyes, Stange & Wooten Wealth Management, LLC", "name_as_filed": "KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/keyes-stange-and-wooten-wealth-management-llc-daytona-beach-fl-139806", "city": "Daytona Beach", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 292203, "name": "Keyhouse Analytics Inc.", "name_as_filed": "KEYHOUSE ANALYTICS INC.", "url": "https://advisorcensus.com/firm/keyhouse-analytics-inc-292203", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313636, "name": "KFI Advisors", "name_as_filed": "KFI ADVISORS", "url": "https://advisorcensus.com/firm/kfi-advisors-313636", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316301, "name": "Khelp Financial LLC", "name_as_filed": "KHELP FINANCIAL LLC", "url": "https://advisorcensus.com/firm/khelp-financial-llc-delray-beach-fl-316301", "city": "Delray Beach", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170711, "name": "Khrom Capital Management", "name_as_filed": "KHROM CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/khrom-capital-management-miami-fl-170711", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317738, "name": "KI Capital Wealth Management US LLC", "name_as_filed": "KI CAPITAL WEALTH MANAGEMENT US LLC", "url": "https://advisorcensus.com/firm/ki-capital-wealth-management-us-llc-miami-fl-317738", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341026, "name": "Kiefer Financial Advising LLC", "name_as_filed": "KIEFER FINANCIAL ADVISING LLC", "url": "https://advisorcensus.com/firm/kiefer-financial-advising-llc-ocala-fl-341026", "city": "Ocala", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 316758, "name": "Kienzle Wealth Consulting LLC", "name_as_filed": "KIENZLE WEALTH CONSULTING LLC", "url": "https://advisorcensus.com/firm/kienzle-wealth-consulting-llc-316758", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 305498, "name": "KIG Investment Management, LLC", "name_as_filed": "KIG INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kig-investment-management-llc-key-biscayne-fl-305498", "city": "Key Biscayne", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339762, "name": "Kinea US Asset Management LLC", "name_as_filed": "KINEA US ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kinea-us-asset-management-llc-coconut-grove-fl-339762", "city": "Coconut Grove", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331142, "name": "Kinetic Financial", "name_as_filed": "KINETIC FINANCIAL", "url": "https://advisorcensus.com/firm/kinetic-financial-331142", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318097, "name": "Kinetic Partners Management, LP", "name_as_filed": "KINETIC PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/kinetic-partners-management-lp-miami-fl-318097", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 269899, "name": "Kingdom Capital Management, Inc.", "name_as_filed": "KINGDOM CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kingdom-capital-management-inc-palm-beach-gardens-fl-269899", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319238, "name": "Kingsman Wealth Management Inc.", "name_as_filed": "KINGSMAN WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/kingsman-wealth-management-inc-pensacola-fl-319238", "city": "Pensacola", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306043, "name": "Kirenaga Management Group, Inc.", "name_as_filed": "KIRENAGA MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/kirenaga-management-group-inc-winter-park-fl-306043", "city": "Winter Park", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337612, "name": "Kirmani Partners", "name_as_filed": "KIRMANI PARTNERS", "url": "https://advisorcensus.com/firm/kirmani-partners-lake-mary-fl-337612", "city": "Lake Mary", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 131138, "name": "Kirtland Financial Management, Inc.", "name_as_filed": "KIRTLAND FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138", "city": "Coral Gables", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338673, "name": "Kitchensink Financial Planning, LLC", "name_as_filed": "KITCHENSINK FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/kitchensink-financial-planning-llc-338673", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136536, "name": "Klein Asset Management LLC", "name_as_filed": "KLEIN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/klein-asset-management-llc-136536", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307078, "name": "Klein Wealth Management, LLC", "name_as_filed": "KLEIN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/klein-wealth-management-llc-saint-johns-fl-307078", "city": "Saint Johns", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304294, "name": "KLH Capital", "name_as_filed": "KLH CAPITAL", "url": "https://advisorcensus.com/firm/klh-capital-tampa-fl-304294", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 142179, "name": "Klimis & Associates Advisory, Inc.", "name_as_filed": "KLIMIS & ASSOCIATES ADVISORY, INC.", "url": "https://advisorcensus.com/firm/klimis-and-associates-advisory-inc-palm-harbor-fl-142179", "city": "Palm Harbor", "state": "FL", "years_registered": 34, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 156160, "name": "Klocke Capital Group, LLC", "name_as_filed": "KLOCKE CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160", "city": "Palm Beach", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285582, "name": "Klosters Capital", "name_as_filed": "KLOSTERS CAPITAL", "url": "https://advisorcensus.com/firm/klosters-capital-miami-fl-285582", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 334509, "name": "KMD Investments Manager, LLC", "name_as_filed": "KMD INVESTMENTS MANAGER, LLC", "url": "https://advisorcensus.com/firm/kmd-investments-manager-llc-boca-raton-fl-334509", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309475, "name": "Knight Family Wealth", "name_as_filed": "KNIGHT FAMILY WEALTH", "url": "https://advisorcensus.com/firm/knight-family-wealth-tampa-fl-309475", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338333, "name": "Knight Vision Capital LLC", "name_as_filed": "KNIGHT VISION CAPITAL LLC", "url": "https://advisorcensus.com/firm/knight-vision-capital-llc-338333", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 313498, "name": "Koller Capital LLC", "name_as_filed": "KOLLER CAPITAL LLC", "url": "https://advisorcensus.com/firm/koller-capital-llc-313498", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310437, "name": "Komorebi Global", "name_as_filed": "KOMOREBI GLOBAL", "url": "https://advisorcensus.com/firm/komorebi-global-310437", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 168625, "name": "Kopernik Global Investors, LLC", "name_as_filed": "KOPERNIK GLOBAL INVESTORS, LLC", "url": "https://advisorcensus.com/firm/kopernik-global-investors-llc-tampa-fl-168625", "city": "Tampa", "state": "FL", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159663, "name": "Kore Advisors LP", "name_as_filed": "KORE ADVISORS LP", "url": "https://advisorcensus.com/firm/kore-advisors-lp-boynton-beach-fl-159663", "city": "Boynton Beach", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111855, "name": "Koss-Olinger Consulting, LLC.", "name_as_filed": "KOSS-OLINGER CONSULTING, LLC.", "url": "https://advisorcensus.com/firm/koss-olinger-consulting-llc-gainesville-fl-111855", "city": "Gainesville", "state": "FL", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140808, "name": "Kovack Advisors, Inc.", "name_as_filed": "KOVACK ADVISORS, INC.", "url": "https://advisorcensus.com/firm/kovack-advisors-inc-ft-lauderdale-fl-140808", "city": "Ft. Lauderdale", "state": "FL", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 337920, "name": "Kraken Adviser LLC", "name_as_filed": "KRAKEN ADVISER LLC", "url": "https://advisorcensus.com/firm/kraken-adviser-llc-fort-lauderdale-fl-337920", "city": "Fort Lauderdale", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 293931, "name": "Krehbiel Financial LLC", "name_as_filed": "KREHBIEL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/krehbiel-financial-llc-satellite-beach-fl-293931", "city": "Satellite Beach", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156536, "name": "Kris Lewicki & Associates, LLC", "name_as_filed": "KRIS LEWICKI & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/kris-lewicki-and-associates-llc-coral-springs-fl-156536", "city": "Coral Springs", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 334486, "name": "Krishna Portfolio Management", "name_as_filed": "KRISHNA PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/krishna-portfolio-management-334486", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338905, "name": "Krumbein Law PLLC", "name_as_filed": "KRUMBEIN LAW PLLC", "url": "https://advisorcensus.com/firm/krumbein-law-pllc-jacksonville-fl-338905", "city": "Jacksonville", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 150754, "name": "Krusen Capital Management, LLC", "name_as_filed": "KRUSEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754", "city": "West Palm Beach", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342420, "name": "Kutumb Investments LLC", "name_as_filed": "KUTUMB INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/kutumb-investments-llc-palm-beach-gardens-fl-342420", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337776, "name": "Kuyrkendall Capital", "name_as_filed": "KUYRKENDALL CAPITAL", "url": "https://advisorcensus.com/firm/kuyrkendall-capital-palm-beach-gardens-fl-337776", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337213, "name": "L 1 Global Wealth LLC", "name_as_filed": "L 1 GLOBAL WEALTH LLC", "url": "https://advisorcensus.com/firm/l-1-global-wealth-llc-coconut-grove-fl-337213", "city": "Coconut Grove", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285002, "name": "L&S Investment Advisors, LLC", "name_as_filed": "L&S INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/l-and-s-investment-advisors-llc-miami-fl-285002", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 310223, "name": "L1 Capital Global Inc.", "name_as_filed": "L1 CAPITAL GLOBAL INC.", "url": "https://advisorcensus.com/firm/l1-capital-global-inc-miami-beach-fl-310223", "city": "Miami Beach", 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