{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/39", "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": 39, "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": 309005, "name": "Retiresharp Wealth Management, LLC", "name_as_filed": "RETIRESHARP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/retiresharp-wealth-management-llc-309005", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335771, "name": "Retirevest Financial, LLC", "name_as_filed": "RETIREVEST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/retirevest-financial-llc-335771", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328408, "name": "Revision Wealth Management LLC", "name_as_filed": "REVISION WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/revision-wealth-management-llc-gainesville-fl-328408", "city": "Gainesville", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334419, "name": "Revitalization Unlimited LLC", "name_as_filed": "REVITALIZATION UNLIMITED LLC", "url": "https://advisorcensus.com/firm/revitalization-unlimited-llc-miami-fl-334419", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285862, "name": "Reynolds Capital Management, Inc.", "name_as_filed": "REYNOLDS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/reynolds-capital-management-inc-safety-harbor-fl-285862", "city": "Safety Harbor", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109638, "name": "Rezny Wealth Management, Inc.", "name_as_filed": "REZNY WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/rezny-wealth-management-inc-fort-myers-fl-109638", "city": "Fort Myers", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142134, "name": "RFM Investment Advisor", "name_as_filed": "RFM INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134", "city": "Boca Raton", "state": "FL", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159998, "name": "Rialto Capital Management, LLC", "name_as_filed": "RIALTO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rialto-capital-management-llc-miami-fl-159998", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 304972, "name": "Riccio & Associates", "name_as_filed": "RICCIO & ASSOCIATES", "url": "https://advisorcensus.com/firm/riccio-and-associates-304972", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160351, "name": "Richards Financial", "name_as_filed": "RICHARDS FINANCIAL", "url": "https://advisorcensus.com/firm/richards-financial-riviera-beach-fl-160351", "city": "Riviera Beach", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327060, "name": "Richmond Capital", "name_as_filed": "RICHMOND CAPITAL", "url": "https://advisorcensus.com/firm/richmond-capital-miami-fl-327060", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314790, "name": "Riddick & Co Entrepreneurial Finance, LLC", "name_as_filed": "RIDDICK & CO ENTREPRENEURIAL FINANCE, LLC", "url": "https://advisorcensus.com/firm/riddick-and-co-entrepreneurial-finance-llc-314790", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311583, "name": "Rinaldi Wealth Management, Inc.", "name_as_filed": "RINALDI WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/rinaldi-wealth-management-inc-bonita-springs-fl-311583", "city": "Bonita Springs", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334956, "name": "Rio Grande Advisors", "name_as_filed": "RIO GRANDE ADVISORS", "url": "https://advisorcensus.com/firm/rio-grande-advisors-coral-gables-fl-fl-334956", "city": "Coral Gables Fl", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333810, "name": "Riptide Financial, LLC", "name_as_filed": "RIPTIDE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/riptide-financial-llc-333810", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314312, "name": "River City Wealth Management", "name_as_filed": "RIVER CITY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/river-city-wealth-management-jacksonville-fl-314312", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165530, "name": "River Tree Capital Management", "name_as_filed": "RIVER TREE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/river-tree-capital-management-bonita-springs-fl-165530", "city": "Bonita Springs", "state": "FL", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171584, "name": "Riverglades Family Offices, LLC", "name_as_filed": "RIVERGLADES FAMILY OFFICES, LLC", "url": "https://advisorcensus.com/firm/riverglades-family-offices-llc-naples-fl-171584", "city": "Naples", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 122020, "name": "Rivernorth Capital Management, LLC", "name_as_filed": "RIVERNORTH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rivernorth-capital-management-llc-west-palm-beach-fl-122020", "city": "West Palm Beach", "state": "FL", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109079, "name": "Riverplace Capital Management Inc", "name_as_filed": "RIVERPLACE CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/riverplace-capital-management-inc-jacksonville-fl-109079", "city": "Jacksonville", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140162, "name": "Riverside Wealth Management, Inc.", "name_as_filed": "RIVERSIDE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/riverside-wealth-management-inc-west-palm-beach-fl-140162", "city": "West Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168065, "name": "Rivertree Advisors, LLC", "name_as_filed": "RIVERTREE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rivertree-advisors-llc-winter-park-fl-168065", "city": "Winter Park", "state": "FL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174878, "name": "Rivet Ventures Management, LLC", "name_as_filed": "RIVET VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rivet-ventures-management-llc-miami-fl-174878", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160536, "name": "Riwm, LLC", "name_as_filed": "RIWM, LLC", "url": "https://advisorcensus.com/firm/riwm-llc-coral-gables-fl-160536", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 160733, "name": "Rizvi Traverse Management, LLC", "name_as_filed": "RIZVI TRAVERSE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rizvi-traverse-management-llc-west-palm-beach-fl-160733", "city": "West Palm Beach", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314175, "name": "RK Capital Management, LLC", "name_as_filed": "RK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rk-capital-management-llc-weston-fl-314175", "city": "Weston", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 283877, "name": "RM Adviser, LLC", "name_as_filed": "RM ADVISER, LLC", "url": "https://advisorcensus.com/firm/rm-adviser-llc-orlando-fl-283877", "city": "Orlando", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 186512, "name": "RM Manager, LLC", "name_as_filed": "RM MANAGER, LLC", "url": "https://advisorcensus.com/firm/rm-manager-llc-orlando-fl-186512", "city": "Orlando", "state": "FL", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300082, "name": "RM Private Wealth Management", "name_as_filed": "RM PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rm-private-wealth-management-miami-fl-300082", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 168026, "name": "RMP Financial, Inc.", "name_as_filed": "RMP FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/rmp-financial-inc-168026", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156259, "name": "Road Maps Financial Group, LLC", "name_as_filed": "ROAD MAPS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/road-maps-financial-group-llc-brandon-fl-156259", "city": "Brandon", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338200, "name": "Roath Capital Advisory", "name_as_filed": "ROATH CAPITAL ADVISORY", "url": "https://advisorcensus.com/firm/roath-capital-advisory-338200", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152868, "name": "Robert Henry Wealth Management, LLC", "name_as_filed": "ROBERT HENRY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/robert-henry-wealth-management-llc-stuart-fl-152868", "city": "Stuart", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131285, "name": "Robertson Advisory, Inc.", "name_as_filed": "ROBERTSON ADVISORY, INC.", "url": "https://advisorcensus.com/firm/robertson-advisory-inc-deland-fl-131285", "city": "Deland", "state": "FL", "years_registered": 33, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 312956, "name": "Robin Capital Group LLC", "name_as_filed": "ROBIN CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/robin-capital-group-llc-312956", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155976, "name": "Robo Advisor, Inc.", "name_as_filed": "ROBO ADVISOR, INC.", "url": "https://advisorcensus.com/firm/robo-advisor-inc-lake-mary-fl-155976", "city": "Lake Mary", "state": "FL", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 331227, "name": "Rocana-Semillero Advisors US LLC", "name_as_filed": "ROCANA-SEMILLERO ADVISORS US LLC", "url": "https://advisorcensus.com/firm/rocana-semillero-advisors-us-llc-miami-beach-fl-331227", "city": "Miami Beach", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149325, "name": "Rockfleet Financial Services, Inc.", "name_as_filed": "ROCKFLEET FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/rockfleet-financial-services-inc-sarasota-fl-149325", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335038, "name": "ROE Investment Management, LLC", "name_as_filed": "ROE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/roe-investment-management-llc-weston-fl-335038", "city": "Weston", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 42762, "name": "Rogan & Associates", "name_as_filed": "ROGAN & ASSOCIATES", "url": "https://advisorcensus.com/firm/rogan-and-associates-safety-harbor-fl-42762", "city": "Safety Harbor", "state": "FL", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306453, "name": "Rollingwave Capital", "name_as_filed": "ROLLINGWAVE CAPITAL", "url": "https://advisorcensus.com/firm/rollingwave-capital-palm-beach-gardens-fl-306453", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343495, "name": "Romanda Capital, LLC", "name_as_filed": "ROMANDA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/romanda-capital-llc-miami-fl-343495", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290950, "name": "Ronald Gelok & Associates, LLC", "name_as_filed": "RONALD GELOK & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/ronald-gelok-and-associates-llc-naples-fl-290950", "city": "Naples", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329892, "name": "ROO Capital Management I, LLC", "name_as_filed": "ROO CAPITAL MANAGEMENT I, LLC", "url": "https://advisorcensus.com/firm/roo-capital-management-i-llc-coconut-grove-fl-329892", "city": "Coconut Grove", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282080, "name": "Roschman Capital Advisors, LLC", "name_as_filed": "ROSCHMAN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080", "city": "Fort Lauderdale", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 173054, "name": "Rose Capital Advisors, LLC", "name_as_filed": "ROSE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rose-capital-advisors-llc-miami-beach-fl-173054", "city": "Miami Beach", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 148984, "name": "Rosemawr Management LLC", "name_as_filed": "ROSEMAWR MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rosemawr-management-llc-miami-beach-fl-148984", "city": "Miami Beach", "state": "FL", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323835, "name": "Rosenberg Wealth Management LLC", "name_as_filed": "ROSENBERG WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rosenberg-wealth-management-llc-323835", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140483, "name": "Rosenthal Capital Management, LLC", "name_as_filed": "ROSENTHAL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rosenthal-capital-management-llc-140483", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338403, "name": "Roshan Private Wealth Management, LLC", "name_as_filed": "ROSHAN PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/roshan-private-wealth-management-llc-palm-harbor-fl-338403", "city": "Palm Harbor", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/fl/miami", "name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "state_code": "FL", "firm_count": 1113 }, { "path": "/advisors/fl/tampa", "name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "state_code": "FL", "firm_count": 260 }, { "path": "/advisors/fl/orlando", "name": "Orlando", "msa_name": "Orlando-Kissimmee-Sanford, FL", "state_code": "FL", "firm_count": 205 }, { "path": "/advisors/fl/jacksonville", "name": "Jacksonville", "msa_name": "Jacksonville, FL", "state_code": "FL", "firm_count": 111 }, { "path": "/advisors/fl/north-port", "name": "North Port", "msa_name": "North Port-Bradenton-Sarasota, FL", "state_code": "FL", "firm_count": 110 }, { "path": "/advisors/fl/naples", "name": "Naples", "msa_name": "Naples-Marco Island, FL", "state_code": "FL", "firm_count": 77 }, { "path": "/advisors/fl/cape-coral", "name": "Cape Coral", "msa_name": "Cape Coral-Fort Myers, FL", "state_code": "FL", "firm_count": 38 }, { "path": "/advisors/fl/palm-bay", "name": "Palm Bay", "msa_name": "Palm Bay-Melbourne-Titusville, FL", "state_code": "FL", "firm_count": 31 }, { "path": "/advisors/fl/port-st-lucie", "name": "Port St. Lucie", "msa_name": "Port St. Lucie, FL", "state_code": "FL", "firm_count": 26 }, { "path": "/advisors/fl/deltona", "name": "Deltona", "msa_name": "Deltona-Daytona Beach-Ormond Beach, FL", "state_code": "FL", "firm_count": 24 }, { "path": "/advisors/fl/sebastian", "name": "Sebastian", "msa_name": "Sebastian-Vero Beach-West Vero Corridor, FL", "state_code": "FL", "firm_count": 21 }, { "path": "/advisors/fl/lakeland", "name": "Lakeland", "msa_name": "Lakeland-Winter Haven, FL", "state_code": "FL", "firm_count": 18 }, { "path": "/advisors/fl/gainesville", "name": "Gainesville", "msa_name": "Gainesville, FL", "state_code": "FL", "firm_count": 16 }, { "path": "/advisors/fl/tallahassee", "name": "Tallahassee", "msa_name": "Tallahassee, FL", "state_code": "FL", "firm_count": 15 }, { "path": "/advisors/fl/pensacola", "name": "Pensacola", "msa_name": "Pensacola-Ferry Pass-Brent, FL", "state_code": "FL", "firm_count": 14 }, { "path": "/advisors/fl/crestview", "name": "Crestview", "msa_name": "Crestview-Fort Walton Beach-Destin, FL", "state_code": "FL", "firm_count": 13 }, { "path": "/advisors/fl/ocala", "name": "Ocala", "msa_name": "Ocala, FL", "state_code": "FL", "firm_count": 8 }, { "path": "/advisors/fl/wildwood", "name": "Wildwood", "msa_name": "Wildwood-The Villages, FL", "state_code": "FL", "firm_count": 8 }, { "path": "/advisors/fl/panama-city", "name": "Panama City", "msa_name": "Panama City-Panama City Beach, FL", "state_code": "FL", "firm_count": 4 }, { "path": "/advisors/fl/punta-gorda", "name": "Punta Gorda", "msa_name": "Punta Gorda, FL", "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" } }