{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/42", "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": 42, "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": 110129, "name": "Sierra Capital LLC", "name_as_filed": "SIERRA CAPITAL LLC", "url": "https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129", "city": "Miami", "state": "FL", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290309, "name": "Sikes Financial Services, LLC", "name_as_filed": "SIKES FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108682, "name": "Siler Wealth Management", "name_as_filed": "SILER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/siler-wealth-management-longwood-fl-108682", "city": "Longwood", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285319, "name": "Silva Fiduciary Advisors", "name_as_filed": "SILVA FIDUCIARY ADVISORS", "url": "https://advisorcensus.com/firm/silva-fiduciary-advisors-daytona-beach-fl-285319", "city": "Daytona Beach", "state": "FL", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328016, "name": "Silver King Asset Management, LLC", "name_as_filed": "SILVER KING ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/silver-king-asset-management-llc-328016", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340481, "name": "Silver Screen Global LLC", "name_as_filed": "SILVER SCREEN GLOBAL LLC", "url": "https://advisorcensus.com/firm/silver-screen-global-llc-clearwater-fl-340481", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 112906, "name": "Silver Thread Investments", "name_as_filed": "SILVER THREAD INVESTMENTS", "url": "https://advisorcensus.com/firm/silver-thread-investments-112906", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 300581, "name": "Silverleaf Venture Partners, LLC", "name_as_filed": "SILVERLEAF VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/silverleaf-venture-partners-llc-fort-myers-fl-300581", "city": "Fort Myers", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282955, "name": "Silverview Credit Partners LP", "name_as_filed": "SILVERVIEW CREDIT PARTNERS LP", "url": "https://advisorcensus.com/firm/silverview-credit-partners-lp-tampa-fl-282955", "city": "Tampa", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288563, "name": "Simetria Advisory Group LLC", "name_as_filed": "SIMETRIA ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309014, "name": "Simplepath Wealth Management, LLC", "name_as_filed": "SIMPLEPATH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014", "city": "Palm Harbor", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 317218, "name": "Singer Wealth Advisors LLC", "name_as_filed": "SINGER WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326303, "name": "Sino Global Capital Management LLC", "name_as_filed": "SINO GLOBAL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sino-global-capital-management-llc-miami-fl-326303", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340192, "name": "Sirenia Capital Management LP", "name_as_filed": "SIRENIA CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/sirenia-capital-management-lp-miami-beach-fl-340192", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157798, "name": "Siris Capital Group, LLC", "name_as_filed": "SIRIS CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/siris-capital-group-llc-west-palm-beach-fl-157798", "city": "West Palm Beach", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 133532, "name": "Skadvisors, LLC", "name_as_filed": "SKADVISORS, LLC", "url": "https://advisorcensus.com/firm/skadvisors-llc-133532", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 295839, "name": "Sky Alpha Asset Advisors", "name_as_filed": "SKY ALPHA ASSET ADVISORS", "url": "https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 283493, "name": "Skye Global Management LP", "name_as_filed": "SKYE GLOBAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/skye-global-management-lp-west-palm-beach-fl-283493", "city": "West Palm Beach", "state": "FL", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310581, "name": "Skyview Financial Group, LLC", "name_as_filed": "SKYVIEW FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/skyview-financial-group-llc-ponte-vedra-beach-fl-310581", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338282, "name": "Skyview Pinnacle", "name_as_filed": "SKYVIEW PINNACLE", "url": "https://advisorcensus.com/firm/skyview-pinnacle-338282", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286669, "name": "Slatestone Wealth LLC", "name_as_filed": "SLATESTONE WEALTH LLC", "url": "https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669", "city": "Jupiter", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113833, "name": "Slavic Mutual Funds Management Corp.", "name_as_filed": "SLAVIC MUTUAL FUNDS MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833", "city": "Boca Raton", "state": "FL", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327929, "name": "Slavic Wealth Management, Inc.", "name_as_filed": "SLAVIC WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338689, "name": "Slight Edge Wealth Strategies, LLC", "name_as_filed": "SLIGHT EDGE WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/slight-edge-wealth-strategies-llc-jacksonville-fl-338689", "city": "Jacksonville", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305029, "name": "Smaart LLC", "name_as_filed": "SMAART LLC", "url": "https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029", "city": "Hialeah", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 141977, "name": "Smartplan Investing", "name_as_filed": "SMARTPLAN INVESTING", "url": "https://advisorcensus.com/firm/smartplan-investing-juno-beach-fl-141977", "city": "Juno Beach", "state": "FL", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 297680, "name": "Smartx Advisory Solutions", "name_as_filed": "SMARTX ADVISORY SOLUTIONS", "url": "https://advisorcensus.com/firm/smartx-advisory-solutions-west-palm-beach-fl-297680", "city": "West Palm Beach", "state": "FL", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 127684, "name": "Smith Asset Management Co., LLC", "name_as_filed": "SMITH ASSET MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/smith-asset-management-co-llc-chiefland-fl-127684", "city": "Chiefland", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284508, "name": "Smith Bruer", "name_as_filed": "SMITH BRUER", "url": "https://advisorcensus.com/firm/smith-bruer-tallahassee-fl-284508", "city": "Tallahassee", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340796, "name": "Smith Financial LLC", "name_as_filed": "SMITH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/smith-financial-llc-ocala-fl-340796", "city": "Ocala", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340495, "name": "SN Private Wealth Group, LLC", "name_as_filed": "SN PRIVATE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/sn-private-wealth-group-llc-jacksonville-fl-340495", "city": "Jacksonville", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325382, "name": "Snowpoint Ventures Management, LLC", "name_as_filed": "SNOWPOINT VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/snowpoint-ventures-management-llc-palm-beach-fl-325382", "city": "Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343633, "name": "Society Hill Capital", "name_as_filed": "SOCIETY HILL CAPITAL", "url": "https://advisorcensus.com/firm/society-hill-capital-tampa-fl-343633", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164555, "name": "Soje Capital, LLC", "name_as_filed": "SOJE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/soje-capital-llc-surfside-fl-164555", "city": "Surfside", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333387, "name": "SOL Financial", "name_as_filed": "SOL FINANCIAL", "url": "https://advisorcensus.com/firm/sol-financial-miami-fl-333387", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 167475, "name": "Solic Capital Management, LLC", "name_as_filed": "SOLIC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/solic-capital-management-llc-wellington-fl-167475", "city": "Wellington", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334863, "name": "Solidus Advisors LLC", "name_as_filed": "SOLIDUS ADVISORS LLC", "url": "https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329317, "name": "Solist Financial", "name_as_filed": "SOLIST FINANCIAL", "url": "https://advisorcensus.com/firm/solist-financial-tampa-fl-329317", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321742, "name": "Sollinda Capital Management LLC", "name_as_filed": "SOLLINDA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159471, "name": "Solomon API LLC", "name_as_filed": "SOLOMON API LLC", "url": "https://advisorcensus.com/firm/solomon-api-llc-rockledge-fl-159471", "city": "Rockledge", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 39437, "name": "Sorsby Financial Corp", "name_as_filed": "SORSBY FINANCIAL CORP", "url": "https://advisorcensus.com/firm/sorsby-financial-corp-bonita-springs-fl-39437", "city": "Bonita Springs", "state": "FL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 168588, "name": "Sound Financial Solutions LLC", "name_as_filed": "SOUND FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/sound-financial-solutions-llc-melbourne-fl-168588", "city": "Melbourne", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173272, "name": "Sound Income Strategies, LLC", "name_as_filed": "SOUND INCOME STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272", "city": "Fort Lauderdale", "state": "FL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340661, "name": "South Gate Labs, Inc", "name_as_filed": "SOUTH GATE LABS, INC", "url": "https://advisorcensus.com/firm/south-gate-labs-inc-miami-fl-340661", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145332, "name": "South Shore Asset Management, LLC", "name_as_filed": "SOUTH SHORE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/south-shore-asset-management-llc-bradenton-fl-145332", "city": "Bradenton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308154, "name": "Southcol Advisors", "name_as_filed": "SOUTHCOL ADVISORS", "url": "https://advisorcensus.com/firm/southcol-advisors-naples-fl-308154", "city": "Naples", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 178531, "name": "Southeastern Financial Planning, LLC", "name_as_filed": "SOUTHEASTERN FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/southeastern-financial-planning-llc-pensacola-fl-178531", "city": "Pensacola", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306444, "name": "Southern Magnolia Investment Management LLC", "name_as_filed": "SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/southern-magnolia-investment-management-llc-stuart-fl-306444", "city": "Stuart", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171580, "name": "Southocean Capital Partners, LLC", "name_as_filed": "SOUTHOCEAN CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/southocean-capital-partners-llc-ft-lauderdale-fl-171580", "city": "Ft. 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