{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/32", "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": 32, "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": 338949, "name": "Moorgate Capital Management", "name_as_filed": "MOORGATE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/moorgate-capital-management-dunedin-fl-338949", "city": "Dunedin", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112221, "name": "Mora Capital Management, LLC", "name_as_filed": "MORA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mora-capital-management-llc-miami-fl-112221", "city": "Miami", "state": "FL", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 319208, "name": "Moran Wealth Management, LLC", "name_as_filed": "MORAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/moran-wealth-management-llc-naples-fl-319208", "city": "Naples", "state": "FL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332949, "name": "Morangie Management LLC", "name_as_filed": "MORANGIE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/morangie-management-llc-vero-beach-fl-332949", "city": "Vero Beach", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 151260, "name": "Mori Huston Partners", "name_as_filed": "MORI HUSTON PARTNERS", "url": "https://advisorcensus.com/firm/mori-huston-partners-miami-fl-151260", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 290307, "name": "Morning Calm Fund Manager Corp.", "name_as_filed": "MORNING CALM FUND MANAGER CORP.", "url": "https://advisorcensus.com/firm/morning-calm-fund-manager-corp-boca-raton-fl-290307", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109612, "name": "MOS Capital, Inc.", "name_as_filed": "MOS CAPITAL, INC.", "url": "https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124152, "name": "Moseley Investment Management, Inc.", "name_as_filed": "MOSELEY INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/moseley-investment-management-inc-bradention-fl-124152", "city": "Bradention", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142028, "name": "Moss & Company, P.A.", "name_as_filed": "MOSS & COMPANY, P.A.", "url": "https://advisorcensus.com/firm/moss-and-company-p-a-maitland-fl-142028", "city": "Maitland", "state": "FL", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285560, "name": "MOTIV8 Investments LLC", "name_as_filed": "MOTIV8 INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/motiv8-investments-llc-port-st-lucie-fl-285560", "city": "Port St Lucie", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309951, "name": "Motus Partners LLC", "name_as_filed": "MOTUS PARTNERS LLC", "url": "https://advisorcensus.com/firm/motus-partners-llc-309951", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 141809, "name": "Mouly Financial Management, Inc.", "name_as_filed": "MOULY FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mouly-financial-management-inc-davie-fl-141809", "city": "Davie", "state": "FL", "years_registered": 35, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336501, "name": "Mozella Asset Management", "name_as_filed": "MOZELLA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501", "city": "St. Petersburg", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 326059, "name": "MPI Fund Advisors, LLC", "name_as_filed": "MPI FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mpi-fund-advisors-llc-coral-springs-fl-326059", "city": "Coral Springs", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287933, "name": "MRA Advisory Group", "name_as_filed": "MRA ADVISORY GROUP", "url": "https://advisorcensus.com/firm/mra-advisory-group-sarasota-fl-287933", "city": "Sarasota", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 305308, "name": "MTC Wealth Management", "name_as_filed": "MTC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mtc-wealth-management-tampa-fl-305308", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150448, "name": "MTH Trading & Capital Management, LLC", "name_as_filed": "MTH TRADING & CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mth-trading-and-capital-management-llc-150448", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287547, "name": "Muirfield Capital Global Advisors LLC", "name_as_filed": "MUIRFIELD CAPITAL GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/muirfield-capital-global-advisors-llc-palm-beach-fl-287547", "city": "Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298854, "name": "Multiverse Investment", "name_as_filed": "MULTIVERSE INVESTMENT", "url": "https://advisorcensus.com/firm/multiverse-investment-sunny-isles-beach-fl-298854", "city": "Sunny Isles Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156114, "name": "Multus Asset Management", "name_as_filed": "MULTUS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330290, "name": "Murphy Clarke Williams & Stone LLC", "name_as_filed": "MURPHY CLARKE WILLIAMS & STONE LLC", "url": "https://advisorcensus.com/firm/murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290", "city": "Miami Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134169, "name": "Murray Ruffell", "name_as_filed": "MURRAY RUFFELL", "url": "https://advisorcensus.com/firm/murray-ruffell-134169", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300232, "name": "Murray Street Capital Advisors, LLC", "name_as_filed": "MURRAY STREET CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232", "city": "Fort Lauderdale", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 277060, "name": "Mutual Trust Advisory Group", "name_as_filed": "MUTUAL TRUST ADVISORY GROUP", "url": "https://advisorcensus.com/firm/mutual-trust-advisory-group-estero-fl-277060", "city": "Estero", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121364, "name": "Mutual Trust Asset MGMT., Inc.", "name_as_filed": "MUTUAL TRUST ASSET MGMT., INC.", "url": "https://advisorcensus.com/firm/mutual-trust-asset-mgmt-inc-tampa-fl-121364", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 337225, "name": "MVRK Financial Consultants, LLC", "name_as_filed": "MVRK FINANCIAL CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/mvrk-financial-consultants-llc-palm-harbor-fl-337225", "city": "Palm Harbor", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 329641, "name": "My Investment Path", "name_as_filed": "MY INVESTMENT PATH", "url": "https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 335546, "name": "Myriad Asset Management Advisors LLC", "name_as_filed": "MYRIAD ASSET MANAGEMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319252, "name": "N.A. Silva & Company, Inc.", "name_as_filed": "N.A. SILVA & COMPANY, INC.", "url": "https://advisorcensus.com/firm/n-a-silva-and-company-inc-fort-pierce-fl-319252", "city": "Fort Pierce", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330231, "name": "N.L.C. LLC", "name_as_filed": "N.L.C. LLC", "url": "https://advisorcensus.com/firm/n-l-c-llc-boca-raton-fl-330231", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 151860, "name": "Namm Financial LLC", "name_as_filed": "NAMM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/namm-financial-llc-plantation-fl-151860", "city": "Plantation", "state": "FL", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158544, "name": "Naples Global Advisors", "name_as_filed": "NAPLES GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/naples-global-advisors-naples-fl-158544", "city": "Naples", "state": "FL", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153499, "name": "Naples Money Management LLC", "name_as_filed": "NAPLES MONEY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/naples-money-management-llc-naples-fl-153499", "city": "Naples", "state": "FL", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343247, "name": "Naples Wealth Advisors, LLC", "name_as_filed": "NAPLES WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/naples-wealth-advisors-llc-naples-fl-343247", "city": "Naples", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330316, "name": "Naples Wealth Planning", "name_as_filed": "NAPLES WEALTH PLANNING", "url": "https://advisorcensus.com/firm/naples-wealth-planning-bonita-springs-fl-330316", "city": "Bonita Springs", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 158936, "name": "Nathan G. Hanna, LLC", "name_as_filed": "NATHAN G. HANNA, LLC", "url": "https://advisorcensus.com/firm/nathan-g-hanna-llc-palm-harbor-fl-158936", "city": "Palm Harbor", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 148026, "name": "National Retirement Plan Services, Inc.", "name_as_filed": "NATIONAL RETIREMENT PLAN SERVICES, INC.", "url": "https://advisorcensus.com/firm/national-retirement-plan-services-inc-tampa-fl-148026", "city": "Tampa", "state": "FL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311853, "name": "Nautilus Wealth Advisors", "name_as_filed": "NAUTILUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/nautilus-wealth-advisors-indialantic-fl-311853", "city": "Indialantic", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315278, "name": "Navar Capital, LLC", "name_as_filed": "NAVAR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/navar-capital-llc-deerfield-beach-fl-315278", "city": "Deerfield Beach", "state": "FL", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150344, "name": "Navigar Advisors, Inc.", "name_as_filed": "NAVIGAR ADVISORS, INC.", "url": "https://advisorcensus.com/firm/navigar-advisors-inc-tampa-fl-150344", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112260, "name": "NED Davis Research, Inc.", "name_as_filed": "NED DAVIS RESEARCH, INC.", "url": "https://advisorcensus.com/firm/ned-davis-research-inc-sarasota-fl-112260", "city": "Sarasota", "state": "FL", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 344572, "name": "Neil Jesani Asset Management, LLC", "name_as_filed": "NEIL JESANI ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/neil-jesani-asset-management-llc-sunrise-fl-344572", "city": "Sunrise", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322345, "name": "Neil Jesani Wealth Management", "name_as_filed": "NEIL JESANI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/neil-jesani-wealth-management-sunrise-fl-322345", "city": "Sunrise", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337576, "name": "Nelson Advisory Services, Inc.", "name_as_filed": "NELSON ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/nelson-advisory-services-inc-winter-park-fl-337576", "city": "Winter Park", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332794, "name": "Neoclassic Capital Management LP", "name_as_filed": "NEOCLASSIC CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/neoclassic-capital-management-lp-miami-fl-332794", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325083, "name": "Nested Financial & Tax Planning", "name_as_filed": "NESTED FINANCIAL & TAX PLANNING", "url": "https://advisorcensus.com/firm/nested-financial-and-tax-planning-325083", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133507, "name": "Nesteggs, Inc.", "name_as_filed": "NESTEGGS, INC.", "url": "https://advisorcensus.com/firm/nesteggs-inc-jacksonville-fl-133507", "city": "Jacksonville", "state": "FL", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330306, "name": "Nestimate", "name_as_filed": "NESTIMATE", "url": "https://advisorcensus.com/firm/nestimate-st-petersburg-fl-330306", "city": "St Petersburg", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319711, "name": "New Era Advisory", "name_as_filed": "NEW ERA ADVISORY", "url": "https://advisorcensus.com/firm/new-era-advisory-orlando-fl-319711", "city": "Orlando", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330188, "name": "New Form Capital LLC", "name_as_filed": "NEW FORM CAPITAL LLC", "url": 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"state_code": "FL", "firm_count": 3 }, { "path": "/advisors/fl/sebring", "name": "Sebring", "msa_name": "Sebring, FL", "state_code": "FL", "firm_count": 3 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "fee_pages": [ { "path": "/advisors/fl/fee-only", "label": "Fee-only financial advisors in Florida", "firm_count": 638 }, { "path": "/advisors/fl/flat-fee", "label": "Flat-fee financial advisors in Florida", "firm_count": 995 }, { "path": "/advisors/fl/hourly", "label": "Hourly financial advisors in Florida", "firm_count": 789 } ] }, "csv": "https://advisorcensus.com/advisors/fl.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }