# Financial advisors in Florida

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/page/34

## At a glance

- Investment advisory firms: 2,487
- Registration: SEC-registered investment adviser: 1,115, State-registered investment adviser: 1,052, Exempt reporting adviser: 320
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 638 (29%); Percentage of assets 2,016 (93%); Hourly charges 789 (36%); Subscription fees (newsletter or periodical) 27 (1%); Fixed fees 995 (46%); Commissions 36 (2%); Performance-based fees 535 (25%); Other 313 (14%); No compensation arrangements reported 320
- Regulatory assets under management (Item 5.F): Under $25 million 641 (26%); $25 million to $100 million 357 (14%); $100 million to $500 million 591 (24%); $500 million to $1 billion 152 (6%); $1 billion to $5 billion 187 (8%); Over $5 billion 86 (3%); Not reported 473 (19%)
- Years registered: Under 5 years 1,148 (46%); 5 to 9 years 582 (23%); 10 to 19 years 520 (21%); 20 years or more 231 (9%); Not reported 6 (0%)

## Firms (page 34 of 50, 1651 to 1700 of 2,487, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Oceanus Capital Partners, LLC](https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081) ([md](https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081.md)) | 314081 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Octogone NA](https://advisorcensus.com/firm/octogone-na-miami-fl-322478) ([md](https://advisorcensus.com/firm/octogone-na-miami-fl-322478.md)) | 322478 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [OFF the Bay Wealth LLC](https://advisorcensus.com/firm/off-the-bay-wealth-llc-338970) ([md](https://advisorcensus.com/firm/off-the-bay-wealth-llc-338970.md)) | 338970 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Olea Advisory Services](https://advisorcensus.com/firm/olea-advisory-services-plantation-fl-340377) ([md](https://advisorcensus.com/firm/olea-advisory-services-plantation-fl-340377.md)) | 340377 | Plantation, FL | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Olson Wealth Management, Inc.](https://advisorcensus.com/firm/olson-wealth-management-inc-169452) ([md](https://advisorcensus.com/firm/olson-wealth-management-inc-169452.md)) | 169452 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Omaha Beach Capital, LLC](https://advisorcensus.com/firm/omaha-beach-capital-llc-aventura-fl-285065) ([md](https://advisorcensus.com/firm/omaha-beach-capital-llc-aventura-fl-285065.md)) | 285065 | Aventura, FL | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Omkara Capital LLC](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570) ([md](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570.md)) | 172570 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Omnia Family Wealth, LLC](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909) ([md](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909.md)) | 170909 | Aventura, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Omnicap Wealth Partners LLC](https://advisorcensus.com/firm/omnicap-wealth-partners-llc-miami-fl-336182) ([md](https://advisorcensus.com/firm/omnicap-wealth-partners-llc-miami-fl-336182.md)) | 336182 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Omnitrust Wealth Management, Inc.](https://advisorcensus.com/firm/omnitrust-wealth-management-inc-jacksonville-fl-298025) ([md](https://advisorcensus.com/firm/omnitrust-wealth-management-inc-jacksonville-fl-298025.md)) | 298025 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [One + One Wealth Management, LLC](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906) ([md](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906.md)) | 310906 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [One Stone Partners L.L.C.](https://advisorcensus.com/firm/one-stone-partners-l-l-c-miami-fl-163742) ([md](https://advisorcensus.com/firm/one-stone-partners-l-l-c-miami-fl-163742.md)) | 163742 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [One Wealth Investors](https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030) ([md](https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030.md)) | 288030 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Onesource Wealth Advisors](https://advisorcensus.com/firm/onesource-wealth-advisors-vero-beach-fl-299717) ([md](https://advisorcensus.com/firm/onesource-wealth-advisors-vero-beach-fl-299717.md)) | 299717 | Vero Beach, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Ongoing Wealth Management](https://advisorcensus.com/firm/ongoing-wealth-management-319325) ([md](https://advisorcensus.com/firm/ongoing-wealth-management-319325.md)) | 319325 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Opal Capital LLC](https://advisorcensus.com/firm/opal-capital-llc-boca-raton-fl-322755) ([md](https://advisorcensus.com/firm/opal-capital-llc-boca-raton-fl-322755.md)) | 322755 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Openvest](https://advisorcensus.com/firm/openvest-aventura-fl-328152) ([md](https://advisorcensus.com/firm/openvest-aventura-fl-328152.md)) | 328152 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Opima Capital Management, LLC](https://advisorcensus.com/firm/opima-capital-management-llc-ocoee-fl-343836) ([md](https://advisorcensus.com/firm/opima-capital-management-llc-ocoee-fl-343836.md)) | 343836 | Ocoee, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Opinicus](https://advisorcensus.com/firm/opinicus-tampa-fl-168344) ([md](https://advisorcensus.com/firm/opinicus-tampa-fl-168344.md)) | 168344 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Optimist Capital](https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023) ([md](https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023.md)) | 292023 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Orange Avenue Advisors LLC](https://advisorcensus.com/firm/orange-avenue-advisors-llc-orlando-fl-339327) ([md](https://advisorcensus.com/firm/orange-avenue-advisors-llc-orlando-fl-339327.md)) | 339327 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Orange Investment Advisors, LLC](https://advisorcensus.com/firm/orange-investment-advisors-llc-winter-park-fl-289406) ([md](https://advisorcensus.com/firm/orange-investment-advisors-llc-winter-park-fl-289406.md)) | 289406 | Winter Park, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Orange Street Fund Advisors LLC](https://advisorcensus.com/firm/orange-street-fund-advisors-llc-337511) ([md](https://advisorcensus.com/firm/orange-street-fund-advisors-llc-337511.md)) | 337511 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Orca Capital, LLC](https://advisorcensus.com/firm/orca-capital-llc-miami-fl-305225) ([md](https://advisorcensus.com/firm/orca-capital-llc-miami-fl-305225.md)) | 305225 | Miami, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Orca Wealth Management, LLC](https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053) ([md](https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053.md)) | 310053 | New Port Richey, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Orlando Funeral Advisors LLC](https://advisorcensus.com/firm/orlando-funeral-advisors-llc-orlando-fl-337214) ([md](https://advisorcensus.com/firm/orlando-funeral-advisors-llc-orlando-fl-337214.md)) | 337214 | Orlando, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [ORR Financial, LLC](https://advisorcensus.com/firm/orr-financial-llc-139553) ([md](https://advisorcensus.com/firm/orr-financial-llc-139553.md)) | 139553 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 25 | % of assets, Hourly |
| [Orrery Invest](https://advisorcensus.com/firm/orrery-invest-boca-raton-fl-333323) ([md](https://advisorcensus.com/firm/orrery-invest-boca-raton-fl-333323.md)) | 333323 | Boca Raton, FL | State-registered investment adviser | Not reported | 1 | % of assets, Performance fee |
| [OSA Capital LLC](https://advisorcensus.com/firm/osa-capital-llc-miami-fl-334350) ([md](https://advisorcensus.com/firm/osa-capital-llc-miami-fl-334350.md)) | 334350 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Osceola Capital Management](https://advisorcensus.com/firm/osceola-capital-management-tampa-fl-301565) ([md](https://advisorcensus.com/firm/osceola-capital-management-tampa-fl-301565.md)) | 301565 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Osprey Capital Management Corp.](https://advisorcensus.com/firm/osprey-capital-management-corp-miami-beach-fl-172524) ([md](https://advisorcensus.com/firm/osprey-capital-management-corp-miami-beach-fl-172524.md)) | 172524 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Osprey Money Management, LLC](https://advisorcensus.com/firm/osprey-money-management-llc-titusville-fl-135497) ([md](https://advisorcensus.com/firm/osprey-money-management-llc-titusville-fl-135497.md)) | 135497 | Titusville, FL | State-registered investment adviser | Not reported | 21 | % of assets, Other |
| [Ossia IM](https://advisorcensus.com/firm/ossia-im-miami-fl-329936) ([md](https://advisorcensus.com/firm/ossia-im-miami-fl-329936.md)) | 329936 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Other |
| [OT Advisors LLC](https://advisorcensus.com/firm/ot-advisors-llc-boca-raton-fl-328812) ([md](https://advisorcensus.com/firm/ot-advisors-llc-boca-raton-fl-328812.md)) | 328812 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee, Other |
| [OTT Family Holding](https://advisorcensus.com/firm/ott-family-holding-orlando-fl-339247) ([md](https://advisorcensus.com/firm/ott-family-holding-orlando-fl-339247.md)) | 339247 | Orlando, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Owenwise Financial LLC](https://advisorcensus.com/firm/owenwise-financial-llc-orlando-fl-156481) ([md](https://advisorcensus.com/firm/owenwise-financial-llc-orlando-fl-156481.md)) | 156481 | Orlando, FL | State-registered investment adviser | Not reported | 15 | % of assets, Hourly, Fixed fee |
| [Oxenfree Financial](https://advisorcensus.com/firm/oxenfree-financial-melbourne-fl-327105) ([md](https://advisorcensus.com/firm/oxenfree-financial-melbourne-fl-327105.md)) | 327105 | Melbourne, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Oxford Wealth Group, LLC](https://advisorcensus.com/firm/oxford-wealth-group-llc-orlando-fl-319561) ([md](https://advisorcensus.com/firm/oxford-wealth-group-llc-orlando-fl-319561.md)) | 319561 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Oyster Angel Fund I GP, LLC](https://advisorcensus.com/firm/oyster-angel-fund-i-gp-llc-delray-beach-fl-174175) ([md](https://advisorcensus.com/firm/oyster-angel-fund-i-gp-llc-delray-beach-fl-174175.md)) | 174175 | Delray Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [P.F. Roberts & Associates](https://advisorcensus.com/firm/p-f-roberts-and-associates-151711) ([md](https://advisorcensus.com/firm/p-f-roberts-and-associates-151711.md)) | 151711 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Palatine Fund Advisors, LLC](https://advisorcensus.com/firm/palatine-fund-advisors-llc-miami-fl-168077) ([md](https://advisorcensus.com/firm/palatine-fund-advisors-llc-miami-fl-168077.md)) | 168077 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Palisades Hudson Asset Management, L.P.](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134) ([md](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134.md)) | 109134 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Palm Beach Capital Management III, LLC](https://advisorcensus.com/firm/palm-beach-capital-management-iii-llc-west-palm-beach-fl-159611) ([md](https://advisorcensus.com/firm/palm-beach-capital-management-iii-llc-west-palm-beach-fl-159611.md)) | 159611 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 14 | Performance fee, Other |
| [Palm Peak Capital, LLC](https://advisorcensus.com/firm/palm-peak-capital-llc-boca-raton-fl-334986) ([md](https://advisorcensus.com/firm/palm-peak-capital-llc-boca-raton-fl-334986.md)) | 334986 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Palm Tree Crew Management](https://advisorcensus.com/firm/palm-tree-crew-management-miami-fl-321185) ([md](https://advisorcensus.com/firm/palm-tree-crew-management-miami-fl-321185.md)) | 321185 | Miami, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Palm Valley Capital Management](https://advisorcensus.com/firm/palm-valley-capital-management-jacksonville-beach-fl-299896) ([md](https://advisorcensus.com/firm/palm-valley-capital-management-jacksonville-beach-fl-299896.md)) | 299896 | Jacksonville Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Palm Valley Wealth Management LLC](https://advisorcensus.com/firm/palm-valley-wealth-management-llc-325052) ([md](https://advisorcensus.com/firm/palm-valley-wealth-management-llc-325052.md)) | 325052 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Palm View Investments](https://advisorcensus.com/firm/palm-view-investments-santa-rosa-beach-fl-328848) ([md](https://advisorcensus.com/firm/palm-view-investments-santa-rosa-beach-fl-328848.md)) | 328848 | Santa Rosa Beach, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Palm Wealth Partners](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361) ([md](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361.md)) | 323361 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Panoramika Advisors Inc.](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737) ([md](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737.md)) | 172737 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in Florida?**
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.

**How many fee-only financial advisors are in Florida?**
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.

**How many financial advisors in Florida offer financial planning?**
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.

**Are the financial advisors in Florida fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Fee-only financial advisors in Florida](https://advisorcensus.com/advisors/fl/fee-only) (https://advisorcensus.com/advisors/fl/fee-only.md)
- [Flat-fee financial advisors in Florida](https://advisorcensus.com/advisors/fl/flat-fee) (https://advisorcensus.com/advisors/fl/flat-fee.md)
- [Hourly financial advisors in Florida](https://advisorcensus.com/advisors/fl/hourly) (https://advisorcensus.com/advisors/fl/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/fl.csv

Cite as: AdvisorCensus. Financial advisors in Florida: 2,487 firms from Form ADV filings as of October 2026.