Best Financial Advisors in Florida
1,052 SEC-registered advisory firms across 123 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Florida
Top-Ranked Advisors in Florida
Page 1 of 43 · 1052 firms
INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL · Since 2008
MARINER INSTITUTIONAL, LLC
WINTER PARK, FL · Since 2001
CSENGE ADVISORY GROUP, LLC
CLEARWATER, FL · Since 2011
CUMBERLAND ADVISORS
SARASOTA, FL · Since 1998
COMMUNITY CAPITAL MANAGEMENT, LLC
FORT LAUDERDALE, FL · Since 1999
TEMPLETON INVESTMENT COUNSEL, LLC
FT. LAUDERDALE, FL · Since 1980
MORA CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2000
FIDUCIARY FIRST
MAITLAND, FL · Since 2011
CAPITAL Z PARTNERS MANAGEMENT, LLC
NAPLES, FL · Since 2012
RIALTO CAPITAL MANAGEMENT, LLC
MIAMI, FL · Since 2012
BRAMSHILL INVESTMENTS, LLC
NAPLES, FL · Since 2012
CV ADVISORS LLC
AVENTURA, FL · Since 2012
WE FAMILY OFFICES
CORAL GABLES, FL · Since 2001
CICCARELLI ADVISORY SERVICES INC
NAPLES, FL · Since 1985
DEPRINCE, RACE & ZOLLO, INC.
WINTER PARK, FL · Since 1995
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
BOCA RATON, FL · Since 1987
ABSOLUTE INVESTMENT ADVISERS, LLC
ROSEMARY BEACH, FL · Since 2004
NEWPORT GROUP CONSULTING, LLC
LAKE MARY, FL · Since 2006
CEREDEX VALUE ADVISORS LLC
WINTER PARK, FL · Since 2008
FINACCESS ADVISORS, LLC
MIAMI, FL · Since 2009
ARCHPOINT INVESTORS
CORAL GABLES, FL · Since 2009
DYNASTY WEALTH MANAGEMENT, LLC
ST. PETERSBURG, FL · Since 2010
MAS ADVISORS LLC
CORAL GABLES, FL · Since 2013
PROSPECT CAPITAL MANAGEMENT L.P.
WEST PALM BEACH, FL · Since 2004
CIFC INVESTMENT MANAGEMENT LLC
MIAMI, FL · Since 1997
About Financial Advisors in Florida
How many financial advisors are registered in Florida?
There are 1,052 SEC-registered investment advisory firms in Florida, spread across 123 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Florida?
The median advisory fee in Florida is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.