# Financial advisors in Florida

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/page/41

## At a glance

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

## Firms (page 41 of 50, 2001 to 2050 of 2,487, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Schorn Wealth](https://advisorcensus.com/firm/schorn-wealth-englewood-fl-304104) ([md](https://advisorcensus.com/firm/schorn-wealth-englewood-fl-304104.md)) | 304104 | Englewood, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Schrum Private Wealth Management, LLC](https://advisorcensus.com/firm/schrum-private-wealth-management-llc-saint-augustine-fl-312164) ([md](https://advisorcensus.com/firm/schrum-private-wealth-management-llc-saint-augustine-fl-312164.md)) | 312164 | Saint Augustine, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [SCP Managers, LLC](https://advisorcensus.com/firm/scp-managers-llc-north-port-fl-299579) ([md](https://advisorcensus.com/firm/scp-managers-llc-north-port-fl-299579.md)) | 299579 | North Port, FL | Exempt reporting adviser | Not reported | 7 | Not reported |
| [SCS Asset Management, Inc](https://advisorcensus.com/firm/scs-asset-management-inc-lutz-fl-132450) ([md](https://advisorcensus.com/firm/scs-asset-management-inc-lutz-fl-132450.md)) | 132450 | Lutz, FL | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly |
| [SD Perron & Co. Investment Services](https://advisorcensus.com/firm/sd-perron-and-co-investment-services-lantana-fl-132592) ([md](https://advisorcensus.com/firm/sd-perron-and-co-investment-services-lantana-fl-132592.md)) | 132592 | Lantana, FL | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Seae Ventures, LLC](https://advisorcensus.com/firm/seae-ventures-llc-miami-fl-312690) ([md](https://advisorcensus.com/firm/seae-ventures-llc-miami-fl-312690.md)) | 312690 | Miami, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Seaview Investment Managers LLC](https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155) ([md](https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155.md)) | 300155 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Second Half Financial Partners, LLC](https://advisorcensus.com/firm/second-half-financial-partners-llc-sebring-fl-163454) ([md](https://advisorcensus.com/firm/second-half-financial-partners-llc-sebring-fl-163454.md)) | 163454 | Sebring, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Section Integrity Wealth Management](https://advisorcensus.com/firm/section-integrity-wealth-management-310939) ([md](https://advisorcensus.com/firm/section-integrity-wealth-management-310939.md)) | 310939 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Secure Net Management LLC](https://advisorcensus.com/firm/secure-net-management-llc-clearwater-fl-333439) ([md](https://advisorcensus.com/firm/secure-net-management-llc-clearwater-fl-333439.md)) | 333439 | Clearwater, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Secure Wealth, Inc.](https://advisorcensus.com/firm/secure-wealth-inc-boca-raton-fl-290572) ([md](https://advisorcensus.com/firm/secure-wealth-inc-boca-raton-fl-290572.md)) | 290572 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Performance fee |
| [Securitize Capital LLC](https://advisorcensus.com/firm/securitize-capital-llc-miami-fl-315859) ([md](https://advisorcensus.com/firm/securitize-capital-llc-miami-fl-315859.md)) | 315859 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets |
| [Sedg Financial Services Corp.](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488) ([md](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488.md)) | 155488 | Davie, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Segra Capital Management, LLC](https://advisorcensus.com/firm/segra-capital-management-llc-palm-beach-fl-167306) ([md](https://advisorcensus.com/firm/segra-capital-management-llc-palm-beach-fl-167306.md)) | 167306 | Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Selected Objectives LLC](https://advisorcensus.com/firm/selected-objectives-llc-port-st-lucie-fl-337992) ([md](https://advisorcensus.com/firm/selected-objectives-llc-port-st-lucie-fl-337992.md)) | 337992 | Port St. Lucie, FL | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Seletto Value LLC](https://advisorcensus.com/firm/seletto-value-llc-orlando-fl-171326) ([md](https://advisorcensus.com/firm/seletto-value-llc-orlando-fl-171326.md)) | 171326 | Orlando, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Performance fee |
| [Seminario Asset Management LLC](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039) ([md](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039.md)) | 339039 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Seminole Advisory Services, LLC](https://advisorcensus.com/firm/seminole-advisory-services-llc-bellair-bluffs-fl-148975) ([md](https://advisorcensus.com/firm/seminole-advisory-services-llc-bellair-bluffs-fl-148975.md)) | 148975 | Bellair Bluffs, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets |
| [Semper Wealth Management LLC](https://advisorcensus.com/firm/semper-wealth-management-llc-305094) ([md](https://advisorcensus.com/firm/semper-wealth-management-llc-305094.md)) | 305094 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Semus Wealth Partners, LLC](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758) ([md](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758.md)) | 305758 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Sensible Wealth Management, Inc.](https://advisorcensus.com/firm/sensible-wealth-management-inc-288885) ([md](https://advisorcensus.com/firm/sensible-wealth-management-inc-288885.md)) | 288885 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Sentinel Advisory Corp](https://advisorcensus.com/firm/sentinel-advisory-corp-fernandina-beach-fl-108720) ([md](https://advisorcensus.com/firm/sentinel-advisory-corp-fernandina-beach-fl-108720.md)) | 108720 | Fernandina Beach, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Sentinel Investment Planning, LLC](https://advisorcensus.com/firm/sentinel-investment-planning-llc-283903) ([md](https://advisorcensus.com/firm/sentinel-investment-planning-llc-283903.md)) | 283903 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Sentinel Wealth Inc](https://advisorcensus.com/firm/sentinel-wealth-inc-bonita-springs-fl-122923) ([md](https://advisorcensus.com/firm/sentinel-wealth-inc-bonita-springs-fl-122923.md)) | 122923 | Bonita Springs, FL | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Serco Investments Inc.](https://advisorcensus.com/firm/serco-investments-inc-113879) ([md](https://advisorcensus.com/firm/serco-investments-inc-113879.md)) | 113879 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Serengeti Asset Management LP](https://advisorcensus.com/firm/serengeti-asset-management-lp-west-palm-beach-fl-156366) ([md](https://advisorcensus.com/firm/serengeti-asset-management-lp-west-palm-beach-fl-156366.md)) | 156366 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Servatus Capital](https://advisorcensus.com/firm/servatus-capital-naples-fl-311428) ([md](https://advisorcensus.com/firm/servatus-capital-naples-fl-311428.md)) | 311428 | Naples, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Servepoint Capital LLC](https://advisorcensus.com/firm/servepoint-capital-llc-340106) ([md](https://advisorcensus.com/firm/servepoint-capital-llc-340106.md)) | 340106 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Performance fee |
| [Setchfield Asset Management](https://advisorcensus.com/firm/setchfield-asset-management-bradenton-fl-113289) ([md](https://advisorcensus.com/firm/setchfield-asset-management-bradenton-fl-113289.md)) | 113289 | Bradenton, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Seth Heine LLC](https://advisorcensus.com/firm/seth-heine-llc-326952) ([md](https://advisorcensus.com/firm/seth-heine-llc-326952.md)) | 326952 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Settian Capital LP](https://advisorcensus.com/firm/settian-capital-lp-saint-augustine-fl-297691) ([md](https://advisorcensus.com/firm/settian-capital-lp-saint-augustine-fl-297691.md)) | 297691 | Saint Augustine, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee, Other |
| [Seven Hills Financial, LLC](https://advisorcensus.com/firm/seven-hills-financial-llc-tallahassee-fl-143190) ([md](https://advisorcensus.com/firm/seven-hills-financial-llc-tallahassee-fl-143190.md)) | 143190 | Tallahassee, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Seven Mile Advisory LLC](https://advisorcensus.com/firm/seven-mile-advisory-llc-tallahassee-fl-324114) ([md](https://advisorcensus.com/firm/seven-mile-advisory-llc-tallahassee-fl-324114.md)) | 324114 | Tallahassee, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Other |
| [Seven Point Management, Inc.](https://advisorcensus.com/firm/seven-point-management-inc-hialeah-fl-172716) ([md](https://advisorcensus.com/firm/seven-point-management-inc-hialeah-fl-172716.md)) | 172716 | Hialeah, FL | Exempt reporting adviser | Not reported | 12 | Not reported |
| [SFG Wealth Advisors, LLC](https://advisorcensus.com/firm/sfg-wealth-advisors-llc-tampa-fl-307368) ([md](https://advisorcensus.com/firm/sfg-wealth-advisors-llc-tampa-fl-307368.md)) | 307368 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Shadow Lake Partners, LLC](https://advisorcensus.com/firm/shadow-lake-partners-llc-tampa-fl-325186) ([md](https://advisorcensus.com/firm/shadow-lake-partners-llc-tampa-fl-325186.md)) | 325186 | Tampa, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Shaked Capital Advisors, LLC](https://advisorcensus.com/firm/shaked-capital-advisors-llc-miami-beach-fl-297030) ([md](https://advisorcensus.com/firm/shaked-capital-advisors-llc-miami-beach-fl-297030.md)) | 297030 | Miami Beach, FL | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Shaolin Capital Management LLC](https://advisorcensus.com/firm/shaolin-capital-management-llc-miami-fl-300095) ([md](https://advisorcensus.com/firm/shaolin-capital-management-llc-miami-fl-300095.md)) | 300095 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Shariaportfolio, Inc.](https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937) ([md](https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937.md)) | 173937 | Lake Mary, FL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Shaw Financial Solutions LLC](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057) ([md](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057.md)) | 329057 | Coral Gables, FL | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Shealy Wealth Advisory LLC](https://advisorcensus.com/firm/shealy-wealth-advisory-llc-boca-raton-fl-310488) ([md](https://advisorcensus.com/firm/shealy-wealth-advisory-llc-boca-raton-fl-310488.md)) | 310488 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Shearson Financial Services, LLC](https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619) ([md](https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619.md)) | 38619 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Shellman Investment Management, LLC](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579) ([md](https://advisorcensus.com/firm/shellman-investment-management-llc-coral-gables-fl-316579.md)) | 316579 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Shepherds of Capital](https://advisorcensus.com/firm/shepherds-of-capital-clearwater-fl-339703) ([md](https://advisorcensus.com/firm/shepherds-of-capital-clearwater-fl-339703.md)) | 339703 | Clearwater, FL | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [SHK Capital Management, Inc.](https://advisorcensus.com/firm/shk-capital-management-inc-326632) ([md](https://advisorcensus.com/firm/shk-capital-management-inc-326632.md)) | 326632 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Shonan Gold Financial LLC](https://advisorcensus.com/firm/shonan-gold-financial-llc-318265) ([md](https://advisorcensus.com/firm/shonan-gold-financial-llc-318265.md)) | 318265 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Other |
| [Shoreline Equity Partners, LLC](https://advisorcensus.com/firm/shoreline-equity-partners-llc-neptune-beach-fl-301128) ([md](https://advisorcensus.com/firm/shoreline-equity-partners-llc-neptune-beach-fl-301128.md)) | 301128 | Neptune Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Sick Advisory Services](https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803) ([md](https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803.md)) | 329803 | Boca Raton, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Sickle Hunter Financial Advisors](https://advisorcensus.com/firm/sickle-hunter-financial-advisors-tampa-fl-172256) ([md](https://advisorcensus.com/firm/sickle-hunter-financial-advisors-tampa-fl-172256.md)) | 172256 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Side Door Ventures](https://advisorcensus.com/firm/side-door-ventures-fernandina-beach-fl-333188) ([md](https://advisorcensus.com/firm/side-door-ventures-fernandina-beach-fl-333188.md)) | 333188 | Fernandina Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |

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## Questions people ask

**How many financial advisory firms are there in Florida?**
AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, from Form ADV filings as of October 2026: 1,115 SEC-registered, 1,052 state-registered, and 320 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Florida?**
638 of the 2,487 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Florida offer financial planning?**
1,125 of the 2,167 firms in Florida that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Florida fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 638 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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

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

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