# 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/50

## 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 50 of 50, 2451 to 2487 of 2,487, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Winning Points Advisors, L.L.C.](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077) ([md](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077.md)) | 118077 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Wintrice Money Advisors, LLC](https://advisorcensus.com/firm/wintrice-money-advisors-llc-151272) ([md](https://advisorcensus.com/firm/wintrice-money-advisors-llc-151272.md)) | 151272 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Wisdom Financial Planning](https://advisorcensus.com/firm/wisdom-financial-planning-tampa-fl-145275) ([md](https://advisorcensus.com/firm/wisdom-financial-planning-tampa-fl-145275.md)) | 145275 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Wisdom Planning Group](https://advisorcensus.com/firm/wisdom-planning-group-orlando-fl-305721) ([md](https://advisorcensus.com/firm/wisdom-planning-group-orlando-fl-305721.md)) | 305721 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Wise Financial Strategies, LLC](https://advisorcensus.com/firm/wise-financial-strategies-llc-lakeland-fl-339861) ([md](https://advisorcensus.com/firm/wise-financial-strategies-llc-lakeland-fl-339861.md)) | 339861 | Lakeland, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Wise Stewardship Financial Planning, LLC](https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721) ([md](https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721.md)) | 299721 | Lakewood Ranch, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [WLT Partners](https://advisorcensus.com/firm/wlt-partners-miami-fl-339994) ([md](https://advisorcensus.com/firm/wlt-partners-miami-fl-339994.md)) | 339994 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [WM Advisors USA LLC](https://advisorcensus.com/firm/wm-advisors-usa-llc-323133) ([md](https://advisorcensus.com/firm/wm-advisors-usa-llc-323133.md)) | 323133 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [WM Partners, LP](https://advisorcensus.com/firm/wm-partners-lp-aventura-fl-235788) ([md](https://advisorcensus.com/firm/wm-partners-lp-aventura-fl-235788.md)) | 235788 | Aventura, FL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Wolfson Private Wealth, LLC](https://advisorcensus.com/firm/wolfson-private-wealth-llc-ft-lauderdale-fl-314416) ([md](https://advisorcensus.com/firm/wolfson-private-wealth-llc-ft-lauderdale-fl-314416.md)) | 314416 | Ft. Lauderdale, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Performance fee |
| [Woman to Woman Financial](https://advisorcensus.com/firm/woman-to-woman-financial-jacksonville-fl-325771) ([md](https://advisorcensus.com/firm/woman-to-woman-financial-jacksonville-fl-325771.md)) | 325771 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Worth Capital, LLC](https://advisorcensus.com/firm/worth-capital-llc-west-palm-beach-fl-328914) ([md](https://advisorcensus.com/firm/worth-capital-llc-west-palm-beach-fl-328914.md)) | 328914 | West Palm Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [WPC US GP LLC](https://advisorcensus.com/firm/wpc-us-gp-llc-west-palm-beach-fl-339201) ([md](https://advisorcensus.com/firm/wpc-us-gp-llc-west-palm-beach-fl-339201.md)) | 339201 | West Palm Beach, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [WRB Serra Partners](https://advisorcensus.com/firm/wrb-serra-partners-tampa-fl-281062) ([md](https://advisorcensus.com/firm/wrb-serra-partners-tampa-fl-281062.md)) | 281062 | Tampa, FL | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Wyand Wealth LLC](https://advisorcensus.com/firm/wyand-wealth-llc-339470) ([md](https://advisorcensus.com/firm/wyand-wealth-llc-339470.md)) | 339470 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Wynwood Capital, LLC](https://advisorcensus.com/firm/wynwood-capital-llc-miami-fl-284493) ([md](https://advisorcensus.com/firm/wynwood-capital-llc-miami-fl-284493.md)) | 284493 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | Fixed fee |
| [Xcel Wealth Management, LLC](https://advisorcensus.com/firm/xcel-wealth-management-llc-holly-hill-fl-158863) ([md](https://advisorcensus.com/firm/xcel-wealth-management-llc-holly-hill-fl-158863.md)) | 158863 | Holly Hill, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Xendia Wealth LLC](https://advisorcensus.com/firm/xendia-wealth-llc-miami-fl-157973) ([md](https://advisorcensus.com/firm/xendia-wealth-llc-miami-fl-157973.md)) | 157973 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Other |
| [XP Advisory US, Inc.](https://advisorcensus.com/firm/xp-advisory-us-inc-miami-fl-173779) ([md](https://advisorcensus.com/firm/xp-advisory-us-inc-miami-fl-173779.md)) | 173779 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee, Other |
| [Xtellus Advisors LLC](https://advisorcensus.com/firm/xtellus-advisors-llc-miami-fl-313437) ([md](https://advisorcensus.com/firm/xtellus-advisors-llc-miami-fl-313437.md)) | 313437 | Miami, FL | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Yale Capital Corp.](https://advisorcensus.com/firm/yale-capital-corp-st-petersburg-fl-126992) ([md](https://advisorcensus.com/firm/yale-capital-corp-st-petersburg-fl-126992.md)) | 126992 | St. Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 21 | % of assets |
| [Yandell Investments, LLC](https://advisorcensus.com/firm/yandell-investments-llc-orlando-fl-332642) ([md](https://advisorcensus.com/firm/yandell-investments-llc-orlando-fl-332642.md)) | 332642 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Yellowstone Capital Partners](https://advisorcensus.com/firm/yellowstone-capital-partners-gainesville-fl-324681) ([md](https://advisorcensus.com/firm/yellowstone-capital-partners-gainesville-fl-324681.md)) | 324681 | Gainesville, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Young Financial Services](https://advisorcensus.com/firm/young-financial-services-jupiter-fl-284451) ([md](https://advisorcensus.com/firm/young-financial-services-jupiter-fl-284451.md)) | 284451 | Jupiter, FL | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Your Choice Financial LLC](https://advisorcensus.com/firm/your-choice-financial-llc-orlando-fl-321169) ([md](https://advisorcensus.com/firm/your-choice-financial-llc-orlando-fl-321169.md)) | 321169 | Orlando, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Your Planning Partner LLC](https://advisorcensus.com/firm/your-planning-partner-llc-palm-beach-gardens-fl-283647) ([md](https://advisorcensus.com/firm/your-planning-partner-llc-palm-beach-gardens-fl-283647.md)) | 283647 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Zachary Financial Consultants LLC](https://advisorcensus.com/firm/zachary-financial-consultants-llc-palm-beach-gardens-fl-316648) ([md](https://advisorcensus.com/firm/zachary-financial-consultants-llc-palm-beach-gardens-fl-316648.md)) | 316648 | Palm Beach Gardens, FL | State-registered investment adviser | Not reported | 4 | Other |
| [Zega Investments, LLC](https://advisorcensus.com/firm/zega-investments-llc-palm-beach-gardens-fl-330428) ([md](https://advisorcensus.com/firm/zega-investments-llc-palm-beach-gardens-fl-330428.md)) | 330428 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Zelkova Management, LLC](https://advisorcensus.com/firm/zelkova-management-llc-miami-beach-fl-322333) ([md](https://advisorcensus.com/firm/zelkova-management-llc-miami-beach-fl-322333.md)) | 322333 | Miami Beach, FL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Zeniki Wealth](https://advisorcensus.com/firm/zeniki-wealth-tampa-fl-328778) ([md](https://advisorcensus.com/firm/zeniki-wealth-tampa-fl-328778.md)) | 328778 | Tampa, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Zenith Advisory Group, LLC](https://advisorcensus.com/firm/zenith-advisory-group-llc-the-villages-fl-321689) ([md](https://advisorcensus.com/firm/zenith-advisory-group-llc-the-villages-fl-321689.md)) | 321689 | The Villages, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Zest](https://advisorcensus.com/firm/zest-miami-fl-316889) ([md](https://advisorcensus.com/firm/zest-miami-fl-316889.md)) | 316889 | Miami, FL | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee |
| [Zevix Fund America LLC](https://advisorcensus.com/firm/zevix-fund-america-llc-fort-lauderdale-fl-338549) ([md](https://advisorcensus.com/firm/zevix-fund-america-llc-fort-lauderdale-fl-338549.md)) | 338549 | Fort Lauderdale, FL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Zink Wealth Solutions LLC](https://advisorcensus.com/firm/zink-wealth-solutions-llc-miami-fl-319554) ([md](https://advisorcensus.com/firm/zink-wealth-solutions-llc-miami-fl-319554.md)) | 319554 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Zinnia Wealth Advisory, LLC](https://advisorcensus.com/firm/zinnia-wealth-advisory-llc-ocala-fl-295122) ([md](https://advisorcensus.com/firm/zinnia-wealth-advisory-llc-ocala-fl-295122.md)) | 295122 | Ocala, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Zonka & Associates, Inc.](https://advisorcensus.com/firm/zonka-and-associates-inc-282914) ([md](https://advisorcensus.com/firm/zonka-and-associates-inc-282914.md)) | 282914 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Zuraw Financial](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527) ([md](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527.md)) | 164527 | Delray Beach, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/fl/page/49.md

## 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.