{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/36", "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": 36, "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": 333607, "name": "PGW Financial", "name_as_filed": "PGW FINANCIAL", "url": "https://advisorcensus.com/firm/pgw-financial-333607", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311739, "name": "Pharvision Advisers, LLC", "name_as_filed": "PHARVISION ADVISERS, LLC", "url": "https://advisorcensus.com/firm/pharvision-advisers-llc-boca-raton-fl-311739", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 294408, "name": "Phase 3 Capital Management LLC", "name_as_filed": "PHASE 3 CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/phase-3-capital-management-llc-boca-raton-fl-294408", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 327347, "name": "Pianoforte Capital", "name_as_filed": "PIANOFORTE CAPITAL", "url": "https://advisorcensus.com/firm/pianoforte-capital-327347", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307775, "name": "Picea Capital LLC", "name_as_filed": "PICEA CAPITAL LLC", "url": "https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337297, "name": "Pilotai Wealth", "name_as_filed": "PILOTAI WEALTH", "url": "https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323918, "name": "Pinder Financial, LLC", "name_as_filed": "PINDER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/pinder-financial-llc-jupiter-fl-323918", "city": "Jupiter", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288132, "name": "Pine Crest Capital LLC", "name_as_filed": "PINE CREST CAPITAL LLC", "url": "https://advisorcensus.com/firm/pine-crest-capital-llc-bradenton-fl-288132", "city": "Bradenton", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308440, "name": "Pine Tree Equity Management IV, LP", "name_as_filed": "PINE TREE EQUITY MANAGEMENT IV, LP", "url": "https://advisorcensus.com/firm/pine-tree-equity-management-iv-lp-miami-fl-308440", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299275, "name": "Pinetree Advisors Corp.", "name_as_filed": "PINETREE ADVISORS CORP.", "url": "https://advisorcensus.com/firm/pinetree-advisors-corp-miami-fl-299275", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 331586, "name": "Pinvest", "name_as_filed": "PINVEST", "url": "https://advisorcensus.com/firm/pinvest-coral-gables-fl-331586", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 142856, "name": "Pioneer Family Office, LLC", "name_as_filed": "PIONEER FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/pioneer-family-office-llc-north-miami-beach-fl-142856", "city": "North Miami Beach", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 297807, "name": "PIP Capital & Consulting, LLC", "name_as_filed": "PIP CAPITAL & CONSULTING, LLC", "url": "https://advisorcensus.com/firm/pip-capital-and-consulting-llc-297807", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322836, "name": "Pipo Capital", "name_as_filed": "PIPO CAPITAL", "url": "https://advisorcensus.com/firm/pipo-capital-miami-fl-322836", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162083, "name": "PL Capital Advisors, LLC", "name_as_filed": "PL CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pl-capital-advisors-llc-naples-fl-162083", "city": "Naples", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331201, "name": "PL3 Capital LP", "name_as_filed": "PL3 CAPITAL LP", "url": "https://advisorcensus.com/firm/pl3-capital-lp-sunny-isles-beach-fl-331201", "city": "Sunny Isles Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168685, "name": "Plan Ahead Advisors", "name_as_filed": "PLAN AHEAD ADVISORS", "url": "https://advisorcensus.com/firm/plan-ahead-advisors-west-palm-beach-fl-168685", "city": "West Palm Beach", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283781, "name": "Plan Confidence Corporation", "name_as_filed": "PLAN CONFIDENCE CORPORATION", "url": "https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781", "city": "Sarasota", "state": "FL", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327660, "name": "Plan to Prosper Wealth Management", "name_as_filed": "PLAN TO PROSPER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/plan-to-prosper-wealth-management-ormond-beach-fl-327660", "city": "Ormond Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141924, "name": "Planned Financial Security", "name_as_filed": "PLANNED FINANCIAL SECURITY", "url": "https://advisorcensus.com/firm/planned-financial-security-141924", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120213, "name": "Platinum Planning, Inc.", "name_as_filed": "PLATINUM PLANNING, INC.", "url": "https://advisorcensus.com/firm/platinum-planning-inc-sarasota-fl-120213", "city": "Sarasota", "state": "FL", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328314, "name": "Plural Capital", "name_as_filed": "PLURAL CAPITAL", "url": "https://advisorcensus.com/firm/plural-capital-miami-fl-328314", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 137423, "name": "Poinciana Advisors Group, LLC", "name_as_filed": "POINCIANA ADVISORS GROUP, LLC", "url": "https://advisorcensus.com/firm/poinciana-advisors-group-llc-palm-beach-gardens-fl-137423", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164213, "name": "Point Break Capital Management LLC", "name_as_filed": "POINT BREAK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/point-break-capital-management-llc-miami-fl-164213", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 155389, "name": "Polar Capital (America) Corporation", "name_as_filed": "POLAR CAPITAL (AMERICA) CORPORATION", "url": "https://advisorcensus.com/firm/polar-capital-america-corporation-tampa-fl-155389", "city": "Tampa", "state": "FL", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106093, "name": "Polen Capital Management, LLC", "name_as_filed": "POLEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/polen-capital-management-llc-boca-raton-fl-106093", "city": "Boca Raton", "state": "FL", "years_registered": 46, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340625, "name": "Polen International Equity LLC", "name_as_filed": "POLEN INTERNATIONAL EQUITY LLC", "url": "https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305143, "name": "Polley Wealth Management LLC", "name_as_filed": "POLLEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/polley-wealth-management-llc-orlando-fl-305143", "city": "Orlando", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 343053, "name": "Poloidal Capital 9D Advisors LLC", "name_as_filed": "POLOIDAL CAPITAL 9D ADVISORS LLC", "url": "https://advisorcensus.com/firm/poloidal-capital-9d-advisors-llc-miami-fl-343053", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333723, "name": "Polytope Research LLC", "name_as_filed": "POLYTOPE RESEARCH LLC", "url": "https://advisorcensus.com/firm/polytope-research-llc-miami-fl-333723", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330058, "name": "Ponta Wealth Partners, LLC", "name_as_filed": "PONTA WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ponta-wealth-partners-llc-winter-park-fl-330058", "city": "Winter Park", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322774, "name": "Poolit Fund Management, LLC", "name_as_filed": "POOLIT FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310296, "name": "Pope Wealth Management", "name_as_filed": "POPE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pope-wealth-management-lakewood-ranch-fl-310296", "city": "Lakewood Ranch", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124698, "name": "Portfolio Income Advisers, Inc", "name_as_filed": "PORTFOLIO INCOME ADVISERS, INC", "url": "https://advisorcensus.com/firm/portfolio-income-advisers-inc-panama-city-fl-124698", "city": "Panama City", "state": "FL", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145958, "name": "Portfolio Medics, LLC", "name_as_filed": "PORTFOLIO MEDICS, LLC", "url": "https://advisorcensus.com/firm/portfolio-medics-llc-bonita-springs-fl-145958", "city": "Bonita Springs", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144601, "name": "Portfolio Resources Advisor Group, Inc.", "name_as_filed": "PORTFOLIO RESOURCES ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339763, "name": "Portfoliolab", "name_as_filed": "PORTFOLIOLAB", "url": "https://advisorcensus.com/firm/portfoliolab-339763", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160333, "name": "Powell Investment Advisors, LLC", "name_as_filed": "POWELL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/powell-investment-advisors-llc-miami-fl-160333", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 335830, "name": "Powell Wealth", "name_as_filed": "POWELL WEALTH", "url": "https://advisorcensus.com/firm/powell-wealth-tampa-fl-335830", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324253, "name": "Power Financial Partners, LLC", "name_as_filed": "POWER FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/power-financial-partners-llc-tampa-fl-324253", "city": "Tampa", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325145, "name": "Power Sustainable Manager US, Inc.", "name_as_filed": "POWER SUSTAINABLE MANAGER US, INC.", "url": "https://advisorcensus.com/firm/power-sustainable-manager-us-inc-miami-fl-325145", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 282426, "name": "Premia Global Advisors, LLC", "name_as_filed": "PREMIA GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/premia-global-advisors-llc-coral-gables-fl-282426", "city": "Coral Gables", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331860, "name": "Premier Private Wealth Management, LLC", "name_as_filed": "PREMIER PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/premier-private-wealth-management-llc-palm-harbor-fl-331860", "city": "Palm Harbor", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157907, "name": "Prescott General Partners LLC", "name_as_filed": "PRESCOTT GENERAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/prescott-general-partners-llc-boca-raton-fl-157907", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154462, "name": "Preservation Capital Group", "name_as_filed": "PRESERVATION CAPITAL GROUP", "url": "https://advisorcensus.com/firm/preservation-capital-group-154462", "city": null, "state": null, "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307066, "name": "Preservation Financial Management", "name_as_filed": "PRESERVATION FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/preservation-financial-management-307066", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336532, "name": "Presstige Global Ventures LLC", "name_as_filed": "PRESSTIGE GLOBAL VENTURES LLC", "url": "https://advisorcensus.com/firm/presstige-global-ventures-llc-ft-lauderdale-fl-336532", "city": "Ft. 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