{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/31", "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": 31, "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": 126676, "name": "McKee Investment Planning, Inc.", "name_as_filed": "MCKEE INVESTMENT PLANNING, INC.", "url": "https://advisorcensus.com/firm/mckee-investment-planning-inc-clermont-fl-126676", "city": "Clermont", "state": "FL", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 139060, "name": "McLean Capital Management", "name_as_filed": "MCLEAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mclean-capital-management-139060", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 301568, "name": "Mead Wealth Management LLC", "name_as_filed": "MEAD WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mead-wealth-management-llc-301568", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 298773, "name": "Meeks Capital LLC", "name_as_filed": "MEEKS CAPITAL LLC", "url": "https://advisorcensus.com/firm/meeks-capital-llc-winter-park-fl-298773", "city": "Winter Park", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108648, "name": "Meira Wealth", "name_as_filed": "MEIRA WEALTH", "url": "https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648", "city": "Coral Gables", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309657, "name": "Melberth Capital", "name_as_filed": "MELBERTH CAPITAL", "url": "https://advisorcensus.com/firm/melberth-capital-sarasota-fl-309657", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168543, "name": "Melchior Investments LLC", "name_as_filed": "MELCHIOR INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/melchior-investments-llc-168543", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300896, "name": "Melodeon Capital Partners, LP", "name_as_filed": "MELODEON CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/melodeon-capital-partners-lp-miami-fl-300896", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 113058, "name": "Mendon Capital Advisors Corp", "name_as_filed": "MENDON CAPITAL ADVISORS CORP", "url": "https://advisorcensus.com/firm/mendon-capital-advisors-corp-key-largo-fl-113058", "city": "Key Largo", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329126, "name": "Mendoza Private Wealth", "name_as_filed": "MENDOZA PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/mendoza-private-wealth-north-miami-fl-329126", "city": "North Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312786, "name": "Mercer Street Capital Partners, LLC", "name_as_filed": "MERCER STREET CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mercer-street-capital-partners-llc-miami-fl-312786", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342274, "name": "Meridian 38 Advisors", "name_as_filed": "MERIDIAN 38 ADVISORS", "url": "https://advisorcensus.com/firm/meridian-38-advisors-342274", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342462, "name": "Meridian Wealth Group", "name_as_filed": "MERIDIAN WEALTH GROUP", "url": "https://advisorcensus.com/firm/meridian-wealth-group-dade-city-fl-342462", "city": "Dade City", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306237, "name": "Meridiana", "name_as_filed": "MERIDIANA", "url": "https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237", "city": "Coral Gables", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 291932, "name": "Merion Road Capital Management LLC", "name_as_filed": "MERION ROAD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/merion-road-capital-management-llc-miami-shores-fl-291932", "city": "Miami Shores", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299549, "name": "Merited Wealth, LLC", "name_as_filed": "MERITED WEALTH, LLC", "url": "https://advisorcensus.com/firm/merited-wealth-llc-north-bay-village-fl-299549", "city": "North Bay Village", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165148, "name": "Merrell Brothers, LLC", "name_as_filed": "MERRELL BROTHERS, LLC", "url": "https://advisorcensus.com/firm/merrell-brothers-llc-165148", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322986, "name": "META4 Fund Management, LLC", "name_as_filed": "META4 FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meta4-fund-management-llc-miami-fl-322986", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313378, "name": "Meteora Capital, LLC", "name_as_filed": "METEORA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/meteora-capital-llc-boca-raton-fl-313378", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288680, "name": "Methodica Investment Management LLC", "name_as_filed": "METHODICA INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/methodica-investment-management-llc-288680", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142070, "name": "MFM Capital Management, Inc.", "name_as_filed": "MFM CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mfm-capital-management-inc-orlando-fl-142070", "city": "Orlando", "state": "FL", "years_registered": 38, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343613, "name": "MFO Healthcare Partners", "name_as_filed": "MFO HEALTHCARE PARTNERS", "url": "https://advisorcensus.com/firm/mfo-healthcare-partners-boca-raton-fl-343613", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 331681, "name": "MFP Financial Services, LLC", "name_as_filed": "MFP FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/mfp-financial-services-llc-safety-harbor-fl-331681", "city": "Safety Harbor", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284866, "name": "MG&A Wealth", "name_as_filed": "MG&A WEALTH", "url": "https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866", "city": "Plantation", "state": "FL", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 301918, "name": "MGM Innova Cap Management LLC", "name_as_filed": "MGM INNOVA CAP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mgm-innova-cap-management-llc-miami-fl-301918", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316137, "name": "Midtown Investment Advisors LLC", "name_as_filed": "MIDTOWN INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/midtown-investment-advisors-llc-miami-fl-316137", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342244, "name": "Mifel Wealth", "name_as_filed": "MIFEL WEALTH", "url": "https://advisorcensus.com/firm/mifel-wealth-miami-fl-342244", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110632, "name": "Miller Value Partners, LLC", "name_as_filed": "MILLER VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/miller-value-partners-llc-sarasota-fl-110632", "city": "Sarasota", "state": "FL", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323378, "name": "Mindie Molina Investments, LLC", "name_as_filed": "MINDIE MOLINA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mindie-molina-investments-llc-stuart-fl-323378", "city": "Stuart", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344206, "name": "Mindroads Capital, LLC", "name_as_filed": "MINDROADS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/mindroads-capital-llc-ocoee-fl-344206", "city": "Ocoee", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335653, "name": "Mistral Equity Partners", "name_as_filed": "MISTRAL EQUITY PARTNERS", "url": "https://advisorcensus.com/firm/mistral-equity-partners-palm-beach-fl-335653", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283148, "name": "Miura Investment Advisors, Inc", "name_as_filed": "MIURA INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/miura-investment-advisors-inc-miami-fl-283148", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 329443, "name": "MJS Investment Partners LLC", "name_as_filed": "MJS INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/mjs-investment-partners-llc-329443", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285263, "name": "MMBG Investment Advisors Co.", "name_as_filed": "MMBG INVESTMENT ADVISORS CO.", "url": "https://advisorcensus.com/firm/mmbg-investment-advisors-co-miami-fl-285263", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120846, "name": "Modern Portfolio Consultants, LLC", "name_as_filed": "MODERN PORTFOLIO CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/modern-portfolio-consultants-llc-naples-fl-120846", "city": "Naples", "state": "FL", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324512, "name": "Modified Investments", "name_as_filed": "MODIFIED INVESTMENTS", "url": "https://advisorcensus.com/firm/modified-investments-324512", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109419, "name": "Moisand Fitzgerald Tamayo, LLC", "name_as_filed": "MOISAND FITZGERALD TAMAYO, LLC", "url": "https://advisorcensus.com/firm/moisand-fitzgerald-tamayo-llc-orlando-fl-109419", "city": "Orlando", "state": "FL", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 166444, "name": "Monarch Asset Management LLC", "name_as_filed": "MONARCH ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/monarch-asset-management-llc-bradenton-fl-166444", "city": "Bradenton", "state": "FL", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 12963, "name": "Money Concepts Advisory Service", "name_as_filed": "MONEY CONCEPTS ADVISORY SERVICE", "url": "https://advisorcensus.com/firm/money-concepts-advisory-service-palm-beach-gardens-fl-12963", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 111485, "name": "Money Management Concepts Inc.", "name_as_filed": "MONEY MANAGEMENT CONCEPTS INC.", "url": "https://advisorcensus.com/firm/money-management-concepts-inc-melbourne-fl-111485", "city": "Melbourne", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171034, "name": "Money Manager Inc.", "name_as_filed": "MONEY MANAGER INC.", "url": "https://advisorcensus.com/firm/money-manager-inc-171034", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 302009, "name": "Moneypacer", "name_as_filed": "MONEYPACER", "url": "https://advisorcensus.com/firm/moneypacer-302009", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 285309, "name": "Monorail Securities LLC", "name_as_filed": "MONORAIL SECURITIES LLC", "url": "https://advisorcensus.com/firm/monorail-securities-llc-sarasota-fl-285309", "city": "Sarasota", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 151058, "name": "Montello Wealth Management, Inc.", "name_as_filed": "MONTELLO WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/montello-wealth-management-inc-palm-beach-gardens-fl-151058", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338054, "name": "Monterra Advisors, LLC", "name_as_filed": "MONTERRA ADVISORS, LLC", "url": "https://advisorcensus.com/firm/monterra-advisors-llc-orlando-fl-338054", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334132, "name": "Moola Copilot LLC", "name_as_filed": "MOOLA COPILOT LLC", "url": "https://advisorcensus.com/firm/moola-copilot-llc-naples-fl-334132", "city": "Naples", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332904, "name": "Mooney Financial", "name_as_filed": "MOONEY FINANCIAL", "url": "https://advisorcensus.com/firm/mooney-financial-jacksonville-beach-fl-332904", "city": "Jacksonville Beach", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286269, "name": "Moonrise Capital LP", "name_as_filed": "MOONRISE CAPITAL LP", "url": "https://advisorcensus.com/firm/moonrise-capital-lp-vero-beach-fl-286269", "city": "Vero Beach", "state": "FL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289983, "name": "Moore Financial Management, Inc.", "name_as_filed": "MOORE FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/moore-financial-management-inc-289983", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146581, "name": "Moore Financial Planning Advisors, LLC", "name_as_filed": "MOORE FINANCIAL PLANNING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/moore-financial-planning-advisors-llc-davie-fl-146581", "city": "Davie", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": 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