{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/41", "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": "Find financial advisors in Florida. AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida as of October 2026. Metro areas are listed first. Firms are alphabetical, and you can sort by years registered or by assets under management. 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": 41, "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": 304104, "name": "Schorn Wealth", "name_as_filed": "SCHORN WEALTH", "url": "https://advisorcensus.com/firm/schorn-wealth-englewood-fl-304104", "city": "Englewood", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312164, "name": "Schrum Private Wealth Management, LLC", "name_as_filed": "SCHRUM PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/schrum-private-wealth-management-llc-saint-augustine-fl-312164", "city": "Saint Augustine", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299579, "name": "SCP Managers, LLC", "name_as_filed": "SCP MANAGERS, LLC", "url": "https://advisorcensus.com/firm/scp-managers-llc-north-port-fl-299579", "city": "North Port", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132450, "name": "SCS Asset Management, Inc", "name_as_filed": "SCS ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/scs-asset-management-inc-lutz-fl-132450", "city": "Lutz", "state": "FL", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 132592, "name": "SD Perron & Co. Investment Services", "name_as_filed": "SD PERRON & CO. INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/sd-perron-and-co-investment-services-lantana-fl-132592", "city": "Lantana", "state": "FL", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 312690, "name": "Seae Ventures, LLC", "name_as_filed": "SEAE VENTURES, LLC", "url": "https://advisorcensus.com/firm/seae-ventures-llc-miami-fl-312690", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300155, "name": "Seaview Investment Managers LLC", "name_as_filed": "SEAVIEW INVESTMENT MANAGERS LLC", "url": "https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155", "city": "Coral Gables", "state": "FL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163454, "name": "Second Half Financial Partners, LLC", "name_as_filed": "SECOND HALF FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/second-half-financial-partners-llc-sebring-fl-163454", "city": "Sebring", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 310939, "name": "Section Integrity Wealth Management", "name_as_filed": "SECTION INTEGRITY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/section-integrity-wealth-management-310939", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333439, "name": "Secure Net Management LLC", "name_as_filed": "SECURE NET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/secure-net-management-llc-clearwater-fl-333439", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290572, "name": "Secure Wealth, Inc.", "name_as_filed": "SECURE WEALTH, INC.", "url": "https://advisorcensus.com/firm/secure-wealth-inc-boca-raton-fl-290572", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 315859, "name": "Securitize Capital LLC", "name_as_filed": "SECURITIZE CAPITAL LLC", "url": "https://advisorcensus.com/firm/securitize-capital-llc-miami-fl-315859", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155488, "name": "Sedg Financial Services Corp.", "name_as_filed": "SEDG FINANCIAL SERVICES CORP.", "url": "https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488", "city": "Davie", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167306, "name": "Segra Capital Management, LLC", "name_as_filed": "SEGRA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/segra-capital-management-llc-palm-beach-fl-167306", "city": "Palm Beach", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337992, "name": "Selected Objectives LLC", "name_as_filed": "SELECTED OBJECTIVES LLC", "url": "https://advisorcensus.com/firm/selected-objectives-llc-port-st-lucie-fl-337992", "city": "Port St. Lucie", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171326, "name": "Seletto Value LLC", "name_as_filed": "SELETTO VALUE LLC", "url": "https://advisorcensus.com/firm/seletto-value-llc-orlando-fl-171326", "city": "Orlando", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339039, "name": "Seminario Asset Management LLC", "name_as_filed": "SEMINARIO ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 148975, "name": "Seminole Advisory Services, LLC", "name_as_filed": "SEMINOLE ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/seminole-advisory-services-llc-bellair-bluffs-fl-148975", "city": "Bellair Bluffs", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305094, "name": "Semper Wealth Management LLC", "name_as_filed": "SEMPER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/semper-wealth-management-llc-305094", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305758, "name": "Semus Wealth Partners, LLC", "name_as_filed": "SEMUS WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758", "city": "Boca Raton", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288885, "name": "Sensible Wealth Management, Inc.", "name_as_filed": "SENSIBLE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/sensible-wealth-management-inc-288885", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108720, "name": "Sentinel Advisory Corp", "name_as_filed": "SENTINEL ADVISORY CORP", "url": "https://advisorcensus.com/firm/sentinel-advisory-corp-fernandina-beach-fl-108720", "city": "Fernandina Beach", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283903, "name": "Sentinel Investment Planning, LLC", "name_as_filed": "SENTINEL INVESTMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/sentinel-investment-planning-llc-283903", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122923, "name": "Sentinel Wealth Inc", "name_as_filed": "SENTINEL WEALTH INC", "url": "https://advisorcensus.com/firm/sentinel-wealth-inc-bonita-springs-fl-122923", "city": "Bonita Springs", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113879, "name": "Serco Investments Inc.", "name_as_filed": "SERCO INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/serco-investments-inc-113879", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156366, "name": "Serengeti Asset Management LP", "name_as_filed": "SERENGETI ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/serengeti-asset-management-lp-west-palm-beach-fl-156366", "city": "West Palm Beach", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311428, "name": "Servatus Capital", "name_as_filed": "SERVATUS CAPITAL", "url": "https://advisorcensus.com/firm/servatus-capital-naples-fl-311428", "city": "Naples", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340106, "name": "Servepoint Capital LLC", "name_as_filed": "SERVEPOINT CAPITAL LLC", "url": "https://advisorcensus.com/firm/servepoint-capital-llc-340106", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 113289, "name": "Setchfield Asset Management", "name_as_filed": "SETCHFIELD ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/setchfield-asset-management-bradenton-fl-113289", "city": "Bradenton", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326952, "name": "Seth Heine LLC", "name_as_filed": "SETH HEINE LLC", "url": "https://advisorcensus.com/firm/seth-heine-llc-326952", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297691, "name": "Settian Capital LP", "name_as_filed": "SETTIAN CAPITAL LP", "url": "https://advisorcensus.com/firm/settian-capital-lp-saint-augustine-fl-297691", "city": "Saint Augustine", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 143190, "name": "Seven Hills Financial, LLC", "name_as_filed": "SEVEN HILLS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/seven-hills-financial-llc-tallahassee-fl-143190", "city": "Tallahassee", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324114, "name": "Seven Mile Advisory LLC", "name_as_filed": "SEVEN MILE ADVISORY LLC", "url": "https://advisorcensus.com/firm/seven-mile-advisory-llc-tallahassee-fl-324114", "city": "Tallahassee", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 172716, "name": "Seven Point Management, Inc.", "name_as_filed": "SEVEN POINT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/seven-point-management-inc-hialeah-fl-172716", "city": "Hialeah", "state": "FL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307368, "name": "SFG Wealth Advisors, LLC", "name_as_filed": "SFG WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sfg-wealth-advisors-llc-tampa-fl-307368", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325186, "name": "Shadow Lake Partners, LLC", "name_as_filed": "SHADOW LAKE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/shadow-lake-partners-llc-tampa-fl-325186", "city": "Tampa", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297030, "name": "Shaked Capital Advisors, LLC", "name_as_filed": "SHAKED CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/shaked-capital-advisors-llc-miami-beach-fl-297030", "city": "Miami Beach", "state": "FL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300095, "name": "Shaolin Capital Management LLC", "name_as_filed": "SHAOLIN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/shaolin-capital-management-llc-miami-fl-300095", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173937, "name": "Shariaportfolio, Inc.", "name_as_filed": "SHARIAPORTFOLIO, INC.", "url": "https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937", "city": "Lake Mary", "state": "FL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329057, "name": "Shaw Financial Solutions LLC", "name_as_filed": "SHAW FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310488, "name": "Shealy Wealth Advisory LLC", "name_as_filed": "SHEALY WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/shealy-wealth-advisory-llc-boca-raton-fl-310488", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 38619, "name": "Shearson Financial Services, LLC", "name_as_filed": "SHEARSON FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619", "city": "Boca Raton", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316579, "name": "Shellman Investment Management, LLC", "name_as_filed": "SHELLMAN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579", "city": "Coral Gables", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339703, "name": "Shepherds of Capital", "name_as_filed": "SHEPHERDS OF CAPITAL", "url": "https://advisorcensus.com/firm/shepherds-of-capital-clearwater-fl-339703", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326632, "name": "SHK Capital Management, Inc.", "name_as_filed": "SHK CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/shk-capital-management-inc-326632", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318265, "name": "Shonan Gold Financial LLC", "name_as_filed": "SHONAN GOLD FINANCIAL LLC", "url": "https://advisorcensus.com/firm/shonan-gold-financial-llc-318265", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 301128, "name": "Shoreline Equity Partners, LLC", "name_as_filed": "SHORELINE EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/shoreline-equity-partners-llc-neptune-beach-fl-301128", "city": "Neptune Beach", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329803, "name": "Sick Advisory Services", "name_as_filed": "SICK ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172256, "name": "Sickle Hunter Financial Advisors", "name_as_filed": "SICKLE HUNTER FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/sickle-hunter-financial-advisors-tampa-fl-172256", "city": "Tampa", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ 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