{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/4", "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": 4, "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": 8365, "name": "Amuni Financial, Inc.", "name_as_filed": "AMUNI FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/amuni-financial-inc-st-petersburg-fl-8365", "city": "St Petersburg", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342544, "name": "Anchor & Oak Wealth Advisors, LLC", "name_as_filed": "ANCHOR & OAK WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544", "city": "Marco Island", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297570, "name": "Anchor Advisory, LLC", "name_as_filed": "ANCHOR ADVISORY, LLC", "url": "https://advisorcensus.com/firm/anchor-advisory-llc-miami-fl-297570", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 147408, "name": "Anchor Financial Services, CPA, PA", "name_as_filed": "ANCHOR FINANCIAL SERVICES, CPA, PA", "url": "https://advisorcensus.com/firm/anchor-financial-services-cpa-pa-stuart-fl-147408", "city": "Stuart", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329286, "name": "Anchor Wealth Management Group LLC", "name_as_filed": "ANCHOR WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286", "city": "West Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332098, "name": "Anchorblock Capital LLC", "name_as_filed": "ANCHORBLOCK CAPITAL LLC", "url": "https://advisorcensus.com/firm/anchorblock-capital-llc-estero-fl-332098", "city": "Estero", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150463, "name": "Andbanc Advisory LLC", "name_as_filed": "ANDBANC ADVISORY LLC", "url": "https://advisorcensus.com/firm/andbanc-advisory-llc-miami-fl-150463", "city": "Miami", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 126641, "name": "Anderson Financial Partners, Inc.", "name_as_filed": "ANDERSON FINANCIAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/anderson-financial-partners-inc-ponte-vedra-fl-126641", "city": "Ponte Vedra", "state": "FL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141590, "name": "Andrew Hill Investment Advisors, Inc.", "name_as_filed": "ANDREW HILL INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/andrew-hill-investment-advisors-inc-naples-fl-141590", "city": "Naples", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343233, "name": "Andromeda Wealth LLC", "name_as_filed": "ANDROMEDA WEALTH LLC", "url": "https://advisorcensus.com/firm/andromeda-wealth-llc-miami-fl-343233", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281413, "name": "Angelus Investment Consulting, Inc.", "name_as_filed": "ANGELUS INVESTMENT CONSULTING, INC.", "url": "https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298844, "name": "Animo Ventures LLC", "name_as_filed": "ANIMO VENTURES LLC", "url": "https://advisorcensus.com/firm/animo-ventures-llc-miami-fl-298844", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163334, "name": "Antares Capital Corporation", "name_as_filed": "ANTARES CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/antares-capital-corporation-merritt-island-fl-163334", "city": "Merritt Island", "state": "FL", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341049, "name": "Anter Capital LLC", "name_as_filed": "ANTER CAPITAL LLC", "url": "https://advisorcensus.com/firm/anter-capital-llc-341049", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156551, "name": "Antonetti Capital Management, LLC", "name_as_filed": "ANTONETTI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/antonetti-capital-management-llc-naples-fl-156551", "city": "Naples", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288985, "name": "Anzu Partners, LLC", "name_as_filed": "ANZU PARTNERS, LLC", "url": "https://advisorcensus.com/firm/anzu-partners-llc-tampa-fl-288985", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310670, "name": "AP Financial Contingency Group Inc", "name_as_filed": "AP FINANCIAL CONTINGENCY GROUP INC", "url": "https://advisorcensus.com/firm/ap-financial-contingency-group-inc-310670", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322874, "name": "Apex Investments Management US, LLC", "name_as_filed": "APEX INVESTMENTS MANAGEMENT US, LLC", "url": "https://advisorcensus.com/firm/apex-investments-management-us-llc-coconut-grove-fl-322874", "city": "Coconut Grove", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304586, "name": "API Financial Advisors, LLC", "name_as_filed": "API FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/api-financial-advisors-llc-rockledge-fl-304586", "city": "Rockledge", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 321776, "name": "Aquasphere AM, LLC", "name_as_filed": "AQUASPHERE AM, LLC", "url": "https://advisorcensus.com/firm/aquasphere-am-llc-321776", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 166958, "name": "Aragon Capital LLC", "name_as_filed": "ARAGON CAPITAL LLC", "url": "https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958", "city": "Fort Lauderdale", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156043, "name": "Aragon Global Management, LP", "name_as_filed": "ARAGON GLOBAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/aragon-global-management-lp-miami-fl-156043", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 327158, "name": "Arbalpha", "name_as_filed": "ARBALPHA", "url": "https://advisorcensus.com/firm/arbalpha-miami-fl-327158", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141562, "name": "Arbogast Financial Advisors, LLC", "name_as_filed": "ARBOGAST FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arbogast-financial-advisors-llc-melbourne-fl-141562", "city": "Melbourne", "state": "FL", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157442, "name": "Arbor Investments Management, LLC", "name_as_filed": "ARBOR INVESTMENTS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arbor-investments-management-llc-palm-beach-fl-157442", "city": "Palm Beach", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 340378, "name": "Arbor Partners Inc", "name_as_filed": "ARBOR PARTNERS INC", "url": "https://advisorcensus.com/firm/arbor-partners-inc-orlando-fl-340378", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284086, "name": "Arbordale Wealth Management, LLC", "name_as_filed": "ARBORDALE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arbordale-wealth-management-llc-284086", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151807, "name": "Archpoint Investors", "name_as_filed": "ARCHPOINT INVESTORS", "url": "https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807", "city": "Coral Gables", "state": "FL", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 312470, "name": "Ardan Equity Partners, LLC", "name_as_filed": "ARDAN EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ardan-equity-partners-llc-west-palm-beach-fl-312470", "city": "West Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153665, "name": "Arga Investment Management, LP", "name_as_filed": "ARGA INVESTMENT MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/arga-investment-management-lp-miami-fl-153665", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137252, "name": "Aria Corporation", "name_as_filed": "ARIA CORPORATION", "url": "https://advisorcensus.com/firm/aria-corporation-137252", "city": null, "state": null, "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 155885, "name": "Arias Resource Capital Management LP", "name_as_filed": "ARIAS RESOURCE CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/arias-resource-capital-management-lp-miami-fl-155885", "city": "Miami", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285721, "name": "Aristotle Atlantic Partners, LLC", "name_as_filed": "ARISTOTLE ATLANTIC PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721", "city": "Sarasota", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343735, "name": "ARK Capital Investments LLC", "name_as_filed": "ARK CAPITAL INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/ark-capital-investments-llc-st-petersburg-fl-343735", "city": "St Petersburg", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169525, "name": "ARK Invest", "name_as_filed": "ARK INVEST", "url": "https://advisorcensus.com/firm/ark-invest-st-petersburg-fl-169525", "city": "St. Petersburg", "state": "FL", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337491, "name": "Arkhe Wealth Management", "name_as_filed": "ARKHE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arkhe-wealth-management-miami-fl-337491", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150618, "name": "Arlen Wealth Management, LLC", "name_as_filed": "ARLEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arlen-wealth-management-llc-sarasota-fl-150618", "city": "Sarasota", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150416, "name": "Armada Advisors", "name_as_filed": "ARMADA ADVISORS", "url": "https://advisorcensus.com/firm/armada-advisors-pensacola-fl-150416", "city": "Pensacola", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164570, "name": "Armour Capital Management LP", "name_as_filed": "ARMOUR CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/armour-capital-management-lp-vero-beach-fl-164570", "city": "Vero Beach", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 301156, "name": "Armstrong, Shane", "name_as_filed": "ARMSTRONG, SHANE", "url": "https://advisorcensus.com/firm/armstrong-shane-boynton-beach-fl-301156", "city": "Boynton Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 269890, "name": "Arnold Insurance & Financial Services, LLC", "name_as_filed": "ARNOLD INSURANCE & FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/arnold-insurance-and-financial-services-llc-cocoa-fl-269890", "city": "Cocoa", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169851, "name": "Arosa Capital Management LP", "name_as_filed": "AROSA CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/arosa-capital-management-lp-miami-beach-fl-169851", "city": "Miami Beach", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 292038, "name": "Arrington Capital Investment Management, LLC", "name_as_filed": "ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arrington-capital-investment-management-llc-miami-fl-292038", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314882, "name": "ARS Wealth Advisors", "name_as_filed": "ARS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882", "city": "St. Petersburg", "state": "FL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160426, "name": "Arsenal Venture Partners", "name_as_filed": "ARSENAL VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/arsenal-venture-partners-winter-park-fl-160426", "city": "Winter Park", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 305342, "name": "Arthurs Wealth Management", "name_as_filed": "ARTHURS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arthurs-wealth-management-ponte-vedra-beach-fl-305342", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322091, "name": "Artia Global Partners LP", "name_as_filed": "ARTIA GLOBAL PARTNERS LP", "url": "https://advisorcensus.com/firm/artia-global-partners-lp-miami-fl-322091", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342832, "name": "ARX Strategic Wealth", "name_as_filed": "ARX STRATEGIC WEALTH", "url": "https://advisorcensus.com/firm/arx-strategic-wealth-orlando-fl-342832", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329553, "name": "Ascend Wealth Advisors, LLC", "name_as_filed": "ASCEND WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ascend-wealth-advisors-llc-jacksonville-beach-fl-329553", "city": "Jacksonville Beach", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334147, "name": "Ascendo Ventures, LLC", "name_as_filed": "ASCENDO VENTURES, LLC", "url": "https://advisorcensus.com/firm/ascendo-ventures-llc-miami-fl-334147", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "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" } }