# 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/42

## 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 42 of 50, 2051 to 2100 of 2,487, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sierra Capital LLC](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129) ([md](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129.md)) | 110129 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Sikes Financial Services, LLC](https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309) ([md](https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309.md)) | 290309 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Siler Wealth Management](https://advisorcensus.com/firm/siler-wealth-management-longwood-fl-108682) ([md](https://advisorcensus.com/firm/siler-wealth-management-longwood-fl-108682.md)) | 108682 | Longwood, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Silva Fiduciary Advisors](https://advisorcensus.com/firm/silva-fiduciary-advisors-daytona-beach-fl-285319) ([md](https://advisorcensus.com/firm/silva-fiduciary-advisors-daytona-beach-fl-285319.md)) | 285319 | Daytona Beach, FL | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Silver King Asset Management, LLC](https://advisorcensus.com/firm/silver-king-asset-management-llc-328016) ([md](https://advisorcensus.com/firm/silver-king-asset-management-llc-328016.md)) | 328016 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Silver Screen Global LLC](https://advisorcensus.com/firm/silver-screen-global-llc-clearwater-fl-340481) ([md](https://advisorcensus.com/firm/silver-screen-global-llc-clearwater-fl-340481.md)) | 340481 | Clearwater, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Silver Thread Investments](https://advisorcensus.com/firm/silver-thread-investments-112906) ([md](https://advisorcensus.com/firm/silver-thread-investments-112906.md)) | 112906 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 15 | % of assets, Other |
| [Silverleaf Venture Partners, LLC](https://advisorcensus.com/firm/silverleaf-venture-partners-llc-fort-myers-fl-300581) ([md](https://advisorcensus.com/firm/silverleaf-venture-partners-llc-fort-myers-fl-300581.md)) | 300581 | Fort Myers, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Silverview Credit Partners LP](https://advisorcensus.com/firm/silverview-credit-partners-lp-tampa-fl-282955) ([md](https://advisorcensus.com/firm/silverview-credit-partners-lp-tampa-fl-282955.md)) | 282955 | Tampa, FL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Performance fee |
| [Simetria Advisory Group LLC](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563) ([md](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563.md)) | 288563 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Simplepath Wealth Management, LLC](https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014) ([md](https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014.md)) | 309014 | Palm Harbor, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee, Other |
| [Singer Wealth Advisors LLC](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218) ([md](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218.md)) | 317218 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Sino Global Capital Management LLC](https://advisorcensus.com/firm/sino-global-capital-management-llc-miami-fl-326303) ([md](https://advisorcensus.com/firm/sino-global-capital-management-llc-miami-fl-326303.md)) | 326303 | Miami, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Sirenia Capital Management LP](https://advisorcensus.com/firm/sirenia-capital-management-lp-miami-beach-fl-340192) ([md](https://advisorcensus.com/firm/sirenia-capital-management-lp-miami-beach-fl-340192.md)) | 340192 | Miami Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Performance fee |
| [Siris Capital Group, LLC](https://advisorcensus.com/firm/siris-capital-group-llc-west-palm-beach-fl-157798) ([md](https://advisorcensus.com/firm/siris-capital-group-llc-west-palm-beach-fl-157798.md)) | 157798 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Skadvisors, LLC](https://advisorcensus.com/firm/skadvisors-llc-133532) ([md](https://advisorcensus.com/firm/skadvisors-llc-133532.md)) | 133532 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly |
| [Sky Alpha Asset Advisors](https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839) ([md](https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839.md)) | 295839 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Commissions |
| [Skye Global Management LP](https://advisorcensus.com/firm/skye-global-management-lp-west-palm-beach-fl-283493) ([md](https://advisorcensus.com/firm/skye-global-management-lp-west-palm-beach-fl-283493.md)) | 283493 | West Palm Beach, FL | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [Skyview Financial Group, LLC](https://advisorcensus.com/firm/skyview-financial-group-llc-ponte-vedra-beach-fl-310581) ([md](https://advisorcensus.com/firm/skyview-financial-group-llc-ponte-vedra-beach-fl-310581.md)) | 310581 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Skyview Pinnacle](https://advisorcensus.com/firm/skyview-pinnacle-338282) ([md](https://advisorcensus.com/firm/skyview-pinnacle-338282.md)) | 338282 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Slatestone Wealth LLC](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669) ([md](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669.md)) | 286669 | Jupiter, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Slavic Mutual Funds Management Corp.](https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833) ([md](https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833.md)) | 113833 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets |
| [Slavic Wealth Management, Inc.](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929) ([md](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929.md)) | 327929 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Slight Edge Wealth Strategies, LLC](https://advisorcensus.com/firm/slight-edge-wealth-strategies-llc-jacksonville-fl-338689) ([md](https://advisorcensus.com/firm/slight-edge-wealth-strategies-llc-jacksonville-fl-338689.md)) | 338689 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Smaart LLC](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029) ([md](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029.md)) | 305029 | Hialeah, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee |
| [Smartplan Investing](https://advisorcensus.com/firm/smartplan-investing-juno-beach-fl-141977) ([md](https://advisorcensus.com/firm/smartplan-investing-juno-beach-fl-141977.md)) | 141977 | Juno Beach, FL | State-registered investment adviser | Not reported | 24 | Other |
| [Smartx Advisory Solutions](https://advisorcensus.com/firm/smartx-advisory-solutions-west-palm-beach-fl-297680) ([md](https://advisorcensus.com/firm/smartx-advisory-solutions-west-palm-beach-fl-297680.md)) | 297680 | West Palm Beach, FL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Other |
| [Smith Asset Management Co., LLC](https://advisorcensus.com/firm/smith-asset-management-co-llc-chiefland-fl-127684) ([md](https://advisorcensus.com/firm/smith-asset-management-co-llc-chiefland-fl-127684.md)) | 127684 | Chiefland, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly |
| [Smith Bruer](https://advisorcensus.com/firm/smith-bruer-tallahassee-fl-284508) ([md](https://advisorcensus.com/firm/smith-bruer-tallahassee-fl-284508.md)) | 284508 | Tallahassee, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Smith Financial LLC](https://advisorcensus.com/firm/smith-financial-llc-ocala-fl-340796) ([md](https://advisorcensus.com/firm/smith-financial-llc-ocala-fl-340796.md)) | 340796 | Ocala, FL | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [SN Private Wealth Group, LLC](https://advisorcensus.com/firm/sn-private-wealth-group-llc-jacksonville-fl-340495) ([md](https://advisorcensus.com/firm/sn-private-wealth-group-llc-jacksonville-fl-340495.md)) | 340495 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Snowpoint Ventures Management, LLC](https://advisorcensus.com/firm/snowpoint-ventures-management-llc-palm-beach-fl-325382) ([md](https://advisorcensus.com/firm/snowpoint-ventures-management-llc-palm-beach-fl-325382.md)) | 325382 | Palm Beach, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Society Hill Capital](https://advisorcensus.com/firm/society-hill-capital-tampa-fl-343633) ([md](https://advisorcensus.com/firm/society-hill-capital-tampa-fl-343633.md)) | 343633 | Tampa, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Soje Capital, LLC](https://advisorcensus.com/firm/soje-capital-llc-surfside-fl-164555) ([md](https://advisorcensus.com/firm/soje-capital-llc-surfside-fl-164555.md)) | 164555 | Surfside, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [SOL Financial](https://advisorcensus.com/firm/sol-financial-miami-fl-333387) ([md](https://advisorcensus.com/firm/sol-financial-miami-fl-333387.md)) | 333387 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Commissions |
| [Solic Capital Management, LLC](https://advisorcensus.com/firm/solic-capital-management-llc-wellington-fl-167475) ([md](https://advisorcensus.com/firm/solic-capital-management-llc-wellington-fl-167475.md)) | 167475 | Wellington, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Performance fee |
| [Solidus Advisors LLC](https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863) ([md](https://advisorcensus.com/firm/solidus-advisors-llc-miami-fl-334863.md)) | 334863 | Miami, FL | State-registered investment adviser | Not reported | 1 | % of assets, Performance fee |
| [Solist Financial](https://advisorcensus.com/firm/solist-financial-tampa-fl-329317) ([md](https://advisorcensus.com/firm/solist-financial-tampa-fl-329317.md)) | 329317 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Sollinda Capital Management LLC](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742) ([md](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742.md)) | 321742 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Solomon API LLC](https://advisorcensus.com/firm/solomon-api-llc-rockledge-fl-159471) ([md](https://advisorcensus.com/firm/solomon-api-llc-rockledge-fl-159471.md)) | 159471 | Rockledge, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Sorsby Financial Corp](https://advisorcensus.com/firm/sorsby-financial-corp-bonita-springs-fl-39437) ([md](https://advisorcensus.com/firm/sorsby-financial-corp-bonita-springs-fl-39437.md)) | 39437 | Bonita Springs, FL | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Sound Financial Solutions LLC](https://advisorcensus.com/firm/sound-financial-solutions-llc-melbourne-fl-168588) ([md](https://advisorcensus.com/firm/sound-financial-solutions-llc-melbourne-fl-168588.md)) | 168588 | Melbourne, FL | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Sound Income Strategies, LLC](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272) ([md](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272.md)) | 173272 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [South Gate Labs, Inc](https://advisorcensus.com/firm/south-gate-labs-inc-miami-fl-340661) ([md](https://advisorcensus.com/firm/south-gate-labs-inc-miami-fl-340661.md)) | 340661 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [South Shore Asset Management, LLC](https://advisorcensus.com/firm/south-shore-asset-management-llc-bradenton-fl-145332) ([md](https://advisorcensus.com/firm/south-shore-asset-management-llc-bradenton-fl-145332.md)) | 145332 | Bradenton, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Southcol Advisors](https://advisorcensus.com/firm/southcol-advisors-naples-fl-308154) ([md](https://advisorcensus.com/firm/southcol-advisors-naples-fl-308154.md)) | 308154 | Naples, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Southeastern Financial Planning, LLC](https://advisorcensus.com/firm/southeastern-financial-planning-llc-pensacola-fl-178531) ([md](https://advisorcensus.com/firm/southeastern-financial-planning-llc-pensacola-fl-178531.md)) | 178531 | Pensacola, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Southern Magnolia Investment Management LLC](https://advisorcensus.com/firm/southern-magnolia-investment-management-llc-stuart-fl-306444) ([md](https://advisorcensus.com/firm/southern-magnolia-investment-management-llc-stuart-fl-306444.md)) | 306444 | Stuart, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Southocean Capital Partners, LLC](https://advisorcensus.com/firm/southocean-capital-partners-llc-ft-lauderdale-fl-171580) ([md](https://advisorcensus.com/firm/southocean-capital-partners-llc-ft-lauderdale-fl-171580.md)) | 171580 | Ft. Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Other |
| [Southshore Financial Planning](https://advisorcensus.com/firm/southshore-financial-planning-tampa-fl-311328) ([md](https://advisorcensus.com/firm/southshore-financial-planning-tampa-fl-311328.md)) | 311328 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 5 | Hourly, Fixed fee |

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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.