{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/45", "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": 45, "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": 121776, "name": "Taylor & Williams, Inc.", "name_as_filed": "TAYLOR & WILLIAMS, INC.", "url": "https://advisorcensus.com/firm/taylor-and-williams-inc-lutz-fl-121776", "city": "Lutz", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 174017, "name": "Tbcpa, Inc.", "name_as_filed": "TBCPA, INC.", "url": "https://advisorcensus.com/firm/tbcpa-inc-174017", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336718, "name": "TCG Strategic Income Advisor LLC", "name_as_filed": "TCG STRATEGIC INCOME ADVISOR LLC", "url": "https://advisorcensus.com/firm/tcg-strategic-income-advisor-llc-west-palm-beach-fl-336718", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150507, "name": "Teach Wealth Management Inc.", "name_as_filed": "TEACH WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/teach-wealth-management-inc-150507", "city": null, "state": null, "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 336218, "name": "Techfarms Capital Management, LLC", "name_as_filed": "TECHFARMS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/techfarms-capital-management-llc-pensacola-fl-336218", "city": "Pensacola", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156086, "name": "Tegesta Capital, LLC", "name_as_filed": "TEGESTA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086", "city": "Jupiter", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111370, "name": "Templeton Investment Counsel, LLC", "name_as_filed": "TEMPLETON INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/templeton-investment-counsel-llc-ft-lauderdale-fl-111370", "city": "Ft. Lauderdale", "state": "FL", "years_registered": 46, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340352, "name": "Templum Capital", "name_as_filed": "TEMPLUM CAPITAL", "url": "https://advisorcensus.com/firm/templum-capital-miami-beach-fl-340352", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338193, "name": "Ten Seven Capital", "name_as_filed": "TEN SEVEN CAPITAL", "url": "https://advisorcensus.com/firm/ten-seven-capital-naples-fl-338193", "city": "Naples", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324653, "name": "TEP Financial Solutions LLC", "name_as_filed": "TEP FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/tep-financial-solutions-llc-324653", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291574, "name": "Teramo Advisors, LLC", "name_as_filed": "TERAMO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/teramo-advisors-llc-naples-fl-291574", "city": "Naples", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169695, "name": "Terracap Management LLC", "name_as_filed": "TERRACAP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/terracap-management-llc-naples-fl-169695", "city": "Naples", "state": "FL", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314870, "name": "Terraform Capital, LLC", "name_as_filed": "TERRAFORM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/terraform-capital-llc-miami-fl-314870", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342958, "name": "TGB Asset Management, LLC", "name_as_filed": "TGB ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tgb-asset-management-llc-342958", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316761, "name": "The Ambrus Group LLC", "name_as_filed": "THE AMBRUS GROUP LLC", "url": "https://advisorcensus.com/firm/the-ambrus-group-llc-tampa-fl-316761", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114523, "name": "The Art and Science of Successful Planning", "name_as_filed": "THE ART AND SCIENCE OF SUCCESSFUL PLANNING", "url": "https://advisorcensus.com/firm/the-art-and-science-of-successful-planning-ft-myers-fl-114523", "city": "Ft. Myers", "state": "FL", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306849, "name": "The Atlas Financial Group", "name_as_filed": "THE ATLAS FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 312284, "name": "The Baldwin Group Wealth Advisors, LLC", "name_as_filed": "THE BALDWIN GROUP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-baldwin-group-wealth-advisors-llc-tampa-fl-312284", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 141102, "name": "The Driscoll Group, Inc.", "name_as_filed": "THE DRISCOLL GROUP, INC.", "url": "https://advisorcensus.com/firm/the-driscoll-group-inc-jacksonville-fl-141102", "city": "Jacksonville", "state": "FL", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119884, "name": "The Ducoat Financial Group", "name_as_filed": "THE DUCOAT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-ducoat-financial-group-119884", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305436, "name": "The Edison Fund Management Company, L.L.C.", "name_as_filed": "THE EDISON FUND MANAGEMENT COMPANY, L.L.C.", "url": "https://advisorcensus.com/firm/the-edison-fund-management-company-l-l-c-miami-beach-fl-305436", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333989, "name": "The Family Offices Global Ventures Inc.", "name_as_filed": "THE FAMILY OFFICES GLOBAL VENTURES INC.", "url": "https://advisorcensus.com/firm/the-family-offices-global-ventures-inc-miami-fl-333989", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 141554, "name": "The Financial Pharmacist, Inc.", "name_as_filed": "THE FINANCIAL PHARMACIST, INC.", "url": "https://advisorcensus.com/firm/the-financial-pharmacist-inc-141554", "city": null, "state": null, "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159786, "name": "The Financial Preserve at Lonier Financial Advisory LLC", "name_as_filed": "THE FINANCIAL PRESERVE AT LONIER FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/the-financial-preserve-at-lonier-financial-advisory-llc-159786", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322350, "name": "The Grove, Realty and Services, Corp", "name_as_filed": "THE GROVE, REALTY AND SERVICES, CORP", "url": "https://advisorcensus.com/firm/the-grove-realty-and-services-corp-land-o-lakes-fl-322350", "city": "Land O'Lakes", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108552, "name": "The Herzfeld Group", "name_as_filed": "THE HERZFELD GROUP", "url": "https://advisorcensus.com/firm/the-herzfeld-group-largo-fl-108552", "city": "Largo", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309997, "name": "The High Net Worth Advisory Group, LLC", "name_as_filed": "THE HIGH NET WORTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/the-high-net-worth-advisory-group-llc-naples-fl-309997", "city": "Naples", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 326421, "name": "The Holland Group, Retirement Wealth Advisors, LLC", "name_as_filed": "THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-holland-group-retirement-wealth-advisors-llc-clearwater-fl-326421", "city": "Clearwater", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317776, "name": "The Institute of Financial Wellness, LLC", "name_as_filed": "THE INSTITUTE OF FINANCIAL WELLNESS, LLC", "url": "https://advisorcensus.com/firm/the-institute-of-financial-wellness-llc-fort-lauderdale-fl-317776", "city": "Fort Lauderdale", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 340895, "name": "The Investment Advisory Office of Christopher Mikes, P.A.", "name_as_filed": "THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A.", "url": "https://advisorcensus.com/firm/the-investment-advisory-office-of-christopher-mikes-p-a-bonita-springs-fl-340895", "city": "Bonita Springs", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142163, "name": "The Jaffee Financial Group, Inc.", "name_as_filed": "THE JAFFEE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/the-jaffee-financial-group-inc-cooper-city-fl-142163", "city": "Cooper City", "state": "FL", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311344, "name": "The Legaltech Fund Management Co., L.L.C.", "name_as_filed": "THE LEGALTECH FUND MANAGEMENT CO., L.L.C.", "url": "https://advisorcensus.com/firm/the-legaltech-fund-management-co-l-l-c-fort-lauderdale-fl-311344", "city": "Fort Lauderdale", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332978, "name": "The Life Wealth Group", "name_as_filed": "THE LIFE WEALTH GROUP", "url": "https://advisorcensus.com/firm/the-life-wealth-group-winter-garden-fl-332978", "city": "Winter Garden", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299115, "name": "The Money Guys", "name_as_filed": "THE MONEY GUYS", "url": "https://advisorcensus.com/firm/the-money-guys-299115", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112983, "name": "The Palmer Knight Company", "name_as_filed": "THE PALMER KNIGHT COMPANY", "url": "https://advisorcensus.com/firm/the-palmer-knight-company-jacksonville-fl-112983", "city": "Jacksonville", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161789, "name": "The Praedium Group LLC", "name_as_filed": "THE PRAEDIUM GROUP LLC", "url": "https://advisorcensus.com/firm/the-praedium-group-llc-boca-raton-fl-161789", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152870, "name": "The Retirement Planners, USA, LLC", "name_as_filed": "THE RETIREMENT PLANNERS, USA, LLC", "url": "https://advisorcensus.com/firm/the-retirement-planners-usa-llc-pensacola-fl-152870", "city": "Pensacola", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151123, "name": "The Retirement Readiness Institute", "name_as_filed": "THE RETIREMENT READINESS INSTITUTE", "url": "https://advisorcensus.com/firm/the-retirement-readiness-institute-boca-raton-fl-151123", "city": "Boca Raton", "state": "FL", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175350, "name": "The Stagwell Group LLC", "name_as_filed": "THE STAGWELL GROUP LLC", "url": "https://advisorcensus.com/firm/the-stagwell-group-llc-miami-beach-fl-175350", "city": "Miami Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298570, "name": "The Tenret Company, LLC", "name_as_filed": "THE TENRET COMPANY, LLC", "url": "https://advisorcensus.com/firm/the-tenret-company-llc-tampa-fl-298570", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289954, "name": "The Venture City Management, LLC", "name_as_filed": "THE VENTURE CITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/the-venture-city-management-llc-miami-fl-289954", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313874, "name": "The Venture Collective LLC", "name_as_filed": "THE VENTURE COLLECTIVE LLC", "url": "https://advisorcensus.com/firm/the-venture-collective-llc-miami-beach-fl-313874", "city": "Miami Beach", "state": "FL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326532, "name": "The World Changers Investments, LLC", "name_as_filed": "THE WORLD CHANGERS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/the-world-changers-investments-llc-miami-fl-326532", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287819, "name": "Third EYE Capital Management, LLC", "name_as_filed": "THIRD EYE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/third-eye-capital-management-llc-miami-beach-fl-287819", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299961, "name": "Third Lake Partners, LLC", "name_as_filed": "THIRD LAKE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/third-lake-partners-llc-tampa-fl-299961", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333397, "name": "Thistle Wealth Management, LLC", "name_as_filed": "THISTLE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/thistle-wealth-management-llc-333397", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108369, "name": "Thomas J. Herzfeld Advisors, Inc.", "name_as_filed": "THOMAS J. HERZFELD ADVISORS, INC.", "url": "https://advisorcensus.com/firm/thomas-j-herzfeld-advisors-inc-miami-beach-fl-108369", "city": "Miami Beach", "state": "FL", "years_registered": 42, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 142143, "name": "Thomas R. Noonan, Inc.", "name_as_filed": "THOMAS R. 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