# Financial advisors in Florida

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/page/48

## 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 48 of 50, 2351 to 2400 of 2,487, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Vector Technologies, LLC](https://advisorcensus.com/firm/vector-technologies-llc-miami-beach-fl-323237) ([md](https://advisorcensus.com/firm/vector-technologies-llc-miami-beach-fl-323237.md)) | 323237 | Miami Beach, FL | SEC-registered investment adviser | Not reported | 3 | Fixed fee |
| [Vectorwealth](https://advisorcensus.com/firm/vectorwealth-tampa-fl-312707) ([md](https://advisorcensus.com/firm/vectorwealth-tampa-fl-312707.md)) | 312707 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Velaris Wealth Management](https://advisorcensus.com/firm/velaris-wealth-management-orlando-fl-340592) ([md](https://advisorcensus.com/firm/velaris-wealth-management-orlando-fl-340592.md)) | 340592 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Subscription |
| [Veltria Advisors Corp.](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514) ([md](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514.md)) | 189514 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Veltta LLC](https://advisorcensus.com/firm/veltta-llc-miami-fl-339096) ([md](https://advisorcensus.com/firm/veltta-llc-miami-fl-339096.md)) | 339096 | Miami, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Velvet Sea Ventures](https://advisorcensus.com/firm/velvet-sea-ventures-west-palm-beach-fl-317632) ([md](https://advisorcensus.com/firm/velvet-sea-ventures-west-palm-beach-fl-317632.md)) | 317632 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Venture Wealth Solutions LLC](https://advisorcensus.com/firm/venture-wealth-solutions-llc-334307) ([md](https://advisorcensus.com/firm/venture-wealth-solutions-llc-334307.md)) | 334307 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Venturemfo LLC](https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331) ([md](https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331.md)) | 304331 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Verdara PPP LLC](https://advisorcensus.com/firm/verdara-ppp-llc-tampa-fl-339710) ([md](https://advisorcensus.com/firm/verdara-ppp-llc-tampa-fl-339710.md)) | 339710 | Tampa, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Veridis Management LLC](https://advisorcensus.com/firm/veridis-management-llc-tampa-fl-320969) ([md](https://advisorcensus.com/firm/veridis-management-llc-tampa-fl-320969.md)) | 320969 | Tampa, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vero Strategic Yield, LLC](https://advisorcensus.com/firm/vero-strategic-yield-llc-322962) ([md](https://advisorcensus.com/firm/vero-strategic-yield-llc-322962.md)) | 322962 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee, Performance fee |
| [Vest Assured, Inc.](https://advisorcensus.com/firm/vest-assured-inc-137390) ([md](https://advisorcensus.com/firm/vest-assured-inc-137390.md)) | 137390 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Vesta Wealth Management, LLC](https://advisorcensus.com/firm/vesta-wealth-management-llc-miami-beach-fl-167498) ([md](https://advisorcensus.com/firm/vesta-wealth-management-llc-miami-beach-fl-167498.md)) | 167498 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Vestapoint LLC](https://advisorcensus.com/firm/vestapoint-llc-winter-park-fl-329715) ([md](https://advisorcensus.com/firm/vestapoint-llc-winter-park-fl-329715.md)) | 329715 | Winter Park, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Vested](https://advisorcensus.com/firm/vested-weston-fl-305863) ([md](https://advisorcensus.com/firm/vested-weston-fl-305863.md)) | 305863 | Weston, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Vestwyze, LLC](https://advisorcensus.com/firm/vestwyze-llc-orlando-fl-289127) ([md](https://advisorcensus.com/firm/vestwyze-llc-orlando-fl-289127.md)) | 289127 | Orlando, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Other |
| [Vetoshko Wealth Management](https://advisorcensus.com/firm/vetoshko-wealth-management-343621) ([md](https://advisorcensus.com/firm/vetoshko-wealth-management-343621.md)) | 343621 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Victrix Investment Advisors](https://advisorcensus.com/firm/victrix-investment-advisors-stuart-fl-167517) ([md](https://advisorcensus.com/firm/victrix-investment-advisors-stuart-fl-167517.md)) | 167517 | Stuart, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Vidal Wealth Management](https://advisorcensus.com/firm/vidal-wealth-management-332886) ([md](https://advisorcensus.com/firm/vidal-wealth-management-332886.md)) | 332886 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Fixed fee |
| [Vigil Wealth Management, LLC](https://advisorcensus.com/firm/vigil-wealth-management-llc-ponte-vedra-beach-fl-299619) ([md](https://advisorcensus.com/firm/vigil-wealth-management-llc-ponte-vedra-beach-fl-299619.md)) | 299619 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Vigo Capital LLC](https://advisorcensus.com/firm/vigo-capital-llc-335183) ([md](https://advisorcensus.com/firm/vigo-capital-llc-335183.md)) | 335183 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Performance fee |
| [VIM Wealth Management, LLC](https://advisorcensus.com/firm/vim-wealth-management-llc-coral-gables-fl-311641) ([md](https://advisorcensus.com/firm/vim-wealth-management-llc-coral-gables-fl-311641.md)) | 311641 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Subscription |
| [Vine Investment Advisors, LP](https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341) ([md](https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341.md)) | 157341 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Vioni Capital Management, LLC](https://advisorcensus.com/firm/vioni-capital-management-llc-sarasota-fl-149927) ([md](https://advisorcensus.com/firm/vioni-capital-management-llc-sarasota-fl-149927.md)) | 149927 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Virji Investments, Inc.](https://advisorcensus.com/firm/virji-investments-inc-lake-mary-fl-137001) ([md](https://advisorcensus.com/firm/virji-investments-inc-lake-mary-fl-137001.md)) | 137001 | Lake Mary, FL | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Performance fee |
| [Visconti Industries Incorporated®](https://advisorcensus.com/firm/visconti-industries-incorporated-coconut-grove-fl-344778) ([md](https://advisorcensus.com/firm/visconti-industries-incorporated-coconut-grove-fl-344778.md)) | 344778 | Coconut Grove, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vision One Management Partners, LP](https://advisorcensus.com/firm/vision-one-management-partners-lp-miami-fl-316551) ([md](https://advisorcensus.com/firm/vision-one-management-partners-lp-miami-fl-316551.md)) | 316551 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Vitesse One Wealth LLC](https://advisorcensus.com/firm/vitesse-one-wealth-llc-st-petersburg-fl-343089) ([md](https://advisorcensus.com/firm/vitesse-one-wealth-llc-st-petersburg-fl-343089.md)) | 343089 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Vizcaya Capital Partners LLC](https://advisorcensus.com/firm/vizcaya-capital-partners-llc-miami-fl-324032) ([md](https://advisorcensus.com/firm/vizcaya-capital-partners-llc-miami-fl-324032.md)) | 324032 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Vizcaya Capital, LLC](https://advisorcensus.com/firm/vizcaya-capital-llc-miami-fl-170518) ([md](https://advisorcensus.com/firm/vizcaya-capital-llc-miami-fl-170518.md)) | 170518 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee, Other |
| [VL Capital Management LLC](https://advisorcensus.com/firm/vl-capital-management-llc-orlando-fl-171262) ([md](https://advisorcensus.com/firm/vl-capital-management-llc-orlando-fl-171262.md)) | 171262 | Orlando, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Performance fee |
| [VLB Capital](https://advisorcensus.com/firm/vlb-capital-weston-fl-324885) ([md](https://advisorcensus.com/firm/vlb-capital-weston-fl-324885.md)) | 324885 | Weston, FL | SEC-registered investment adviser | Not reported | 3 | % of assets, Performance fee |
| [VM. Group](https://advisorcensus.com/firm/vm-group-pensacola-fl-338461) ([md](https://advisorcensus.com/firm/vm-group-pensacola-fl-338461.md)) | 338461 | Pensacola, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Subscription, Performance fee |
| [Vocap Investment Partners, LLC](https://advisorcensus.com/firm/vocap-investment-partners-llc-vero-beach-fl-315475) ([md](https://advisorcensus.com/firm/vocap-investment-partners-llc-vero-beach-fl-315475.md)) | 315475 | Vero Beach, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Volatility Shares LLC](https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955) ([md](https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955.md)) | 321955 | Palm Beach Gardens, FL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [Voloridge](https://advisorcensus.com/firm/voloridge-jupiter-fl-152869) ([md](https://advisorcensus.com/firm/voloridge-jupiter-fl-152869.md)) | 152869 | Jupiter, FL | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee |
| [VSI Securities, Inc.](https://advisorcensus.com/firm/vsi-securities-inc-miami-fl-114419) ([md](https://advisorcensus.com/firm/vsi-securities-inc-miami-fl-114419.md)) | 114419 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [W Bradley Wealth Management LLC](https://advisorcensus.com/firm/w-bradley-wealth-management-llc-333063) ([md](https://advisorcensus.com/firm/w-bradley-wealth-management-llc-333063.md)) | 333063 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | Hourly, Fixed fee |
| [W. V. Legg Financial Management LLC](https://advisorcensus.com/firm/w-v-legg-financial-management-llc-165372) ([md](https://advisorcensus.com/firm/w-v-legg-financial-management-llc-165372.md)) | 165372 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [W.H. Financial Services, Inc.](https://advisorcensus.com/firm/w-h-financial-services-inc-stuart-fl-287703) ([md](https://advisorcensus.com/firm/w-h-financial-services-inc-stuart-fl-287703.md)) | 287703 | Stuart, FL | State-registered investment adviser | Not reported | 9 | Fixed fee, Other |
| [Wakeful](https://advisorcensus.com/firm/wakeful-miami-fl-144640) ([md](https://advisorcensus.com/firm/wakeful-miami-fl-144640.md)) | 144640 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Waldo Investment Advisors, LLC](https://advisorcensus.com/firm/waldo-investment-advisors-llc-171722) ([md](https://advisorcensus.com/firm/waldo-investment-advisors-llc-171722.md)) | 171722 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Walser Wealth Management Company, a Limited Liability Company](https://advisorcensus.com/firm/walser-wealth-management-company-a-limited-liability-company-tampa-fl-206518) ([md](https://advisorcensus.com/firm/walser-wealth-management-company-a-limited-liability-company-tampa-fl-206518.md)) | 206518 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Walsh & Associates, LLC](https://advisorcensus.com/firm/walsh-and-associates-llc-sarasota-fl-144441) ([md](https://advisorcensus.com/firm/walsh-and-associates-llc-sarasota-fl-144441.md)) | 144441 | Sarasota, FL | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [Walters Strategic Advisors, LLC](https://advisorcensus.com/firm/walters-strategic-advisors-llc-sarasota-fl-310582) ([md](https://advisorcensus.com/firm/walters-strategic-advisors-llc-sarasota-fl-310582.md)) | 310582 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Walton Rahal CPAS PLLC](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545) ([md](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545.md)) | 142545 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Warren Equity Partners Manager, L.P.](https://advisorcensus.com/firm/warren-equity-partners-manager-l-p-jacksonville-beach-fl-295903) ([md](https://advisorcensus.com/firm/warren-equity-partners-manager-l-p-jacksonville-beach-fl-295903.md)) | 295903 | Jacksonville Beach, FL | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee |
| [Warwick Shore Advisors, LLC](https://advisorcensus.com/firm/warwick-shore-advisors-llc-orlando-fl-293782) ([md](https://advisorcensus.com/firm/warwick-shore-advisors-llc-orlando-fl-293782.md)) | 293782 | Orlando, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Commissions, Performance fee |
| [Washburn Capital Management Inc.](https://advisorcensus.com/firm/washburn-capital-management-inc-vero-beach-fl-125708) ([md](https://advisorcensus.com/firm/washburn-capital-management-inc-vero-beach-fl-125708.md)) | 125708 | Vero Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Water Street Capital, Inc.](https://advisorcensus.com/firm/water-street-capital-inc-jacksonville-fl-158133) ([md](https://advisorcensus.com/firm/water-street-capital-inc-jacksonville-fl-158133.md)) | 158133 | Jacksonville, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance 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.