Best Financial Advisors in TALLAHASSEE, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TALLAHASSEE
SEVEN HILLS FINANCIAL, LLC
TALLAHASSEE, FL · Since 2024
SMITH BRUER
TALLAHASSEE, FL · Since 2019
FBMC RETIREMENT SOLUTIONS, LLC
TALLAHASSEE, FL · Since 2025
CYPRESS CAPITAL
TALLAHASSEE, FL · Since 2025
PROPER WEALTH
TALLAHASSEE, FL · Since 2025
WEALTH MANAGEMENT CORPORATION
TALLAHASSEE, FL · Since 2020
CHIRON CAPITAL MANAGEMENT, LLC
TALLAHASSEE, FL · Since 2020
SEVEN MILE ADVISORY LLC
TALLAHASSEE, FL · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in TALLAHASSEE?
The median advisory fee in TALLAHASSEE, FL is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.