{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/44", "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": 44, "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": 293229, "name": "Strategic Investments & Insurance", "name_as_filed": "STRATEGIC INVESTMENTS & INSURANCE", "url": "https://advisorcensus.com/firm/strategic-investments-and-insurance-boca-raton-fl-293229", "city": "Boca Raton", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 158483, "name": "Strategic Wealth Partners Inc.", "name_as_filed": "STRATEGIC WEALTH PARTNERS INC.", "url": "https://advisorcensus.com/firm/strategic-wealth-partners-inc-158483", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311846, "name": "Stratos Technologies Capital Management LLC", "name_as_filed": "STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stratos-technologies-capital-management-llc-miami-fl-311846", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169667, "name": "Strenta Investment Management Services, LLC", "name_as_filed": "STRENTA INVESTMENT MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/strenta-investment-management-services-llc-miami-fl-169667", "city": "Miami", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 318562, "name": "Strike Capital", "name_as_filed": "STRIKE CAPITAL", "url": "https://advisorcensus.com/firm/strike-capital-miami-beach-fl-318562", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334443, "name": "Strive Retirement Group", "name_as_filed": "STRIVE RETIREMENT GROUP", "url": "https://advisorcensus.com/firm/strive-retirement-group-daytona-beach-fl-334443", "city": "Daytona Beach", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173580, "name": "Strivus Wealth Partners LLC", "name_as_filed": "STRIVUS WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/strivus-wealth-partners-llc-jacksonville-beach-fl-173580", "city": "Jacksonville Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339210, "name": "Strlex", "name_as_filed": "STRLEX", "url": "https://advisorcensus.com/firm/strlex-lake-nona-fl-339210", "city": "Lake Nona", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337710, "name": "Stronghold", "name_as_filed": "STRONGHOLD", "url": "https://advisorcensus.com/firm/stronghold-337710", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 161194, "name": "Stronghold Wealth Management L.L.C.", "name_as_filed": "STRONGHOLD WEALTH MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/stronghold-wealth-management-l-l-c-tampa-fl-161194", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343156, "name": "Structure Wealth Management, LLC", "name_as_filed": "STRUCTURE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/structure-wealth-management-llc-tampa-fl-343156", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338538, "name": "Structure Wealth Partners LLC", "name_as_filed": "STRUCTURE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/structure-wealth-partners-llc-orlando-fl-338538", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145978, "name": "Structured Portfolio Solutions, LLC", "name_as_filed": "STRUCTURED PORTFOLIO SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/structured-portfolio-solutions-llc-145978", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288615, "name": "STWD Investment Management, LLC", "name_as_filed": "STWD INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stwd-investment-management-llc-miami-beach-fl-288615", "city": "Miami Beach", "state": "FL", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152429, "name": "Successful Portfolios LLC", "name_as_filed": "SUCCESSFUL PORTFOLIOS LLC", "url": "https://advisorcensus.com/firm/successful-portfolios-llc-clearwater-fl-152429", "city": "Clearwater", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 336192, "name": "Sugar Free Capital Management Company, LLC", "name_as_filed": "SUGAR FREE CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/sugar-free-capital-management-company-llc-bal-harbour-fl-336192", "city": "Bal Harbour", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174673, "name": "Sulzberger Capital Advisors, Inc.", "name_as_filed": "SULZBERGER CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343434, "name": "SUM Zero Wealth", "name_as_filed": "SUM ZERO WEALTH", "url": "https://advisorcensus.com/firm/sum-zero-wealth-st-petersburg-fl-343434", "city": "St. Petersburg", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 283648, "name": "Summit Wealth Partners, LLC", "name_as_filed": "SUMMIT WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/summit-wealth-partners-llc-orlando-fl-283648", "city": "Orlando", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155109, "name": "Sun Capital Advisors, L.P.", "name_as_filed": "SUN CAPITAL ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/sun-capital-advisors-l-p-boca-raton-fl-155109", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165110, "name": "Sun Creek Holdings LLC", "name_as_filed": "SUN CREEK HOLDINGS LLC", "url": "https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110", "city": "Coral Gables", "state": "FL", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108289, "name": "Suncoast Equity Management, LLC", "name_as_filed": "SUNCOAST EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/suncoast-equity-management-llc-tampa-fl-108289", "city": "Tampa", "state": "FL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321900, "name": "Sundial Wealth LLC", "name_as_filed": "SUNDIAL WEALTH LLC", "url": "https://advisorcensus.com/firm/sundial-wealth-llc-delray-beach-fl-321900", "city": "Delray Beach", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 330704, "name": "Sunrise Manager LLC", "name_as_filed": "SUNRISE MANAGER LLC", "url": "https://advisorcensus.com/firm/sunrise-manager-llc-west-palm-beach-fl-330704", "city": "West Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159409, "name": "Sunrise Wealth Management, LLC", "name_as_filed": "SUNRISE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sunrise-wealth-management-llc-159409", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330662, "name": "Sunshine Kapital", "name_as_filed": "SUNSHINE KAPITAL", "url": "https://advisorcensus.com/firm/sunshine-kapital-330662", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317453, "name": "Sunstate Wealth Management LLC", "name_as_filed": "SUNSTATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sunstate-wealth-management-llc-coral-gables-fl-317453", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338144, "name": "Suntax Advisors LLC", "name_as_filed": "SUNTAX ADVISORS LLC", "url": "https://advisorcensus.com/firm/suntax-advisors-llc-boca-raton-fl-338144", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 341568, "name": "Surmount Ventures Management LLC", "name_as_filed": "SURMOUNT VENTURES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/surmount-ventures-management-llc-south-miami-fl-341568", "city": "South Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329858, "name": "Susko Wealth Advisors", "name_as_filed": "SUSKO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/susko-wealth-advisors-naples-fl-329858", "city": "Naples", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149302, "name": "Sutton Place Capital Management LLC", "name_as_filed": "SUTTON PLACE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sutton-place-capital-management-llc-venice-fl-149302", "city": "Venice", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 307162, "name": "SVP3 GP, LLC", "name_as_filed": "SVP3 GP, LLC", "url": "https://advisorcensus.com/firm/svp3-gp-llc-fort-myers-fl-307162", "city": "Fort Myers", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332623, "name": "SW Iteram US Advisors", "name_as_filed": "SW ITERAM US ADVISORS", "url": "https://advisorcensus.com/firm/sw-iteram-us-advisors-miami-fl-332623", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332099, "name": "Swan Retirement Strategies", "name_as_filed": "SWAN RETIREMENT STRATEGIES", "url": "https://advisorcensus.com/firm/swan-retirement-strategies-sarasota-fl-332099", "city": "Sarasota", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288715, "name": "Symphony Financial Team", "name_as_filed": "SYMPHONY FINANCIAL TEAM", "url": "https://advisorcensus.com/firm/symphony-financial-team-lake-mary-fl-288715", "city": "Lake Mary", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292021, "name": "Synapse Capital Management LLC", "name_as_filed": "SYNAPSE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/synapse-capital-management-llc-miami-fl-292021", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305961, "name": "Synergy Investment Management LLC", "name_as_filed": "SYNERGY INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/synergy-investment-management-llc-altamonte-springs-fl-305961", "city": "Altamonte Springs", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171123, "name": "Synouvo Wealth Management, LLC", "name_as_filed": "SYNOUVO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/synouvo-wealth-management-llc-miramar-fl-171123", "city": "Miramar", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151948, "name": "Syntax Research, Inc.", "name_as_filed": "SYNTAX RESEARCH, INC.", "url": "https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141563, "name": "T.L. Eddy Financial Services, Inc.", "name_as_filed": "T.L. EDDY FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/t-l-eddy-financial-services-inc-141563", "city": null, "state": null, "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335276, "name": "Tactical Financial Planning Inc", "name_as_filed": "TACTICAL FINANCIAL PLANNING INC", "url": "https://advisorcensus.com/firm/tactical-financial-planning-inc-malabar-fl-335276", "city": "Malabar", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 328761, "name": "Tactical Investments", "name_as_filed": "TACTICAL INVESTMENTS", "url": "https://advisorcensus.com/firm/tactical-investments-longboat-key-fl-328761", "city": "Longboat Key", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309311, "name": "Tactive Advisors, LLC", "name_as_filed": "TACTIVE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tactive-advisors-llc-sarasota-fl-309311", "city": "Sarasota", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335086, "name": "Taleb Taleb Capital LLC", "name_as_filed": "TALEB TALEB CAPITAL LLC", "url": "https://advisorcensus.com/firm/taleb-taleb-capital-llc-miami-fl-335086", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169204, "name": "Tallahassee Financial Advisors, Inc.", "name_as_filed": "TALLAHASSEE FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/tallahassee-financial-advisors-inc-tallahassee-fl-169204", "city": "Tallahassee", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330629, "name": "Tallvine Partners Management LP", "name_as_filed": "TALLVINE PARTNERS MANAGEMENT LP", "url": "https://advisorcensus.com/firm/tallvine-partners-management-lp-coral-gables-fl-330629", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325354, "name": "Tampa Bay Ventures, LLC", "name_as_filed": "TAMPA BAY VENTURES, LLC", "url": "https://advisorcensus.com/firm/tampa-bay-ventures-llc-tampa-fl-325354", "city": "Tampa", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310134, "name": "TAO Financial", "name_as_filed": "TAO FINANCIAL", "url": "https://advisorcensus.com/firm/tao-financial-orlando-fl-310134", "city": "Orlando", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337994, "name": "Tapa Private Wealth Inc.", "name_as_filed": "TAPA PRIVATE WEALTH INC.", "url": "https://advisorcensus.com/firm/tapa-private-wealth-inc-key-west-fl-337994", "city": "Key West", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129049, "name": "Targeted Financial Services, LLC", "name_as_filed": "TARGETED FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/targeted-financial-services-llc-seminole-fl-129049", "city": "Seminole", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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" } }