Fee-OnlyFinder

Advisers in Florida

1,155 advisers in 152 Florida cities, 1,155 registered with SEC or state.

Financial planning (753)Hourly fees (502)Flat / fixed fees (657)% of assets managed (1117)Retirement plan consulting (252)

Cities

Miami170 advisersTampa69 advisersCoral Gables62 advisersBoca Raton52 advisersSarasota49 advisersNaples46 advisersOrlando41 advisersJacksonville36 advisersPalm Beach Gardens30 advisersWinter Park27 advisersWest Palm Beach26 advisersSt Petersburg25 advisersFort Lauderdale25 advisersClearwater17 advisersAventura15 advisersJupiter15 advisersStuart14 advisersMiami Beach13 advisersPonte Vedra Beach13 advisersLake Mary13 advisersFort Myers11 advisersMaitland11 advisersMelbourne11 advisersTallahassee11 advisersVero Beach10 advisersLakeland9 advisersPensacola9 advisersPlantation8 advisersDaytona Beach8 advisersBradenton8 advisersOcala8 advisersGainesville8 advisersVenice8 advisersJacksonville Beach8 advisersPalm Beach7 advisersLutz7 advisersDelray Beach7 advisersBonita Springs7 advisersLongwood6 advisersPalm Harbor6 advisersOrmond Beach6 advisersAltamonte Springs,5 advisersFt Lauderdale5 advisersRockledge5 advisersPonte Vedra5 advisersWinter Haven5 advisersLakewood Ranch5 advisersCoral Springs5 advisersNorth Palm Beach4 advisersClermont4 advisersHallandale Beach4 advisersThe Villages4 advisersDestin4 advisersDavie4 advisersNew Port Richey3 advisersPanama City3 advisersHollywood3 advisersWesley Chapel3 advisersSt. Augustine3 advisersPort Charlotte3 advisersSunrise3 advisersCelebration3 advisersMiramar3 advisersWeston3 advisersSouth Miami3 advisersLongboat Key3 advisersDeerfield Beach3 advisersBoynton Beach3 advisersCooper City3 advisersSafety Harbor3 advisersSanta Rosa Beach3 advisersPembroke Pines2 advisersPalmetto Bay2 advisersCocoa2 advisersBelleair Bluffs2 advisersSpring Hill2 advisersPalm Coast2 advisersHialeah2 advisersDunedin2 advisersSaint Petersburg2 advisersSeminole2 advisersTavares2 advisersSaint Augustine2 advisersDeland2 advisersWellington2 advisersLargo2 advisersCoconut Grove2 advisersSatellite Beach2 advisersOviedo2 advisersParkland2 advisersNorth Miami2 advisersChiefland2 advisersPompano Beach2 advisersIndialantic2 advisersWindermere2 advisersCoconut Creek2 advisersNorth Miami Beach2 advisersEstero2 advisersWinter Garden2 advisersOsprey2 advisersPalm City2 advisersSebring2 advisersJuno Beach2 advisersLighthouse Point1 adviserLake Worth1 adviserLake Worth Beach1 adviserValrico1 adviserKey Biscayne1 adviserW. Palm Beach1 adviserTarpon Springs1 adviserBrandon1 adviserCasseleberry1 adviserFleming Island1 adviserOxford1 adviserInlet Beach1 adviserRoyal Palm Beach1 adviserNeptune Beach1 adviserCrestview1 adviserCasselberry1 adviserPort St. Joe1 adviserNavarre1 adviserNewberry1 adviserSaint Cloud1 adviserFruitland Park1 adviserParrish1 adviserLake City1 adviserSanibel1 adviserGulf Breeze1 adviserOakland1 adviserLake Placid1 adviserSaint Johns1 adviserOrange City1 adviserCocoa Beach1 adviserOldmar1 adviserMiami Shores1 adviserNorth Bay Village1 adviserBradention1 adviserPort St Lucie1 adviserZephryhills1 adviserTrinity1 adviserGreen Cove Springs1 adviserLady Lake1 adviserEnglewood1 adviserFernandina Beach1 adviserBokeelia1 adviserOkeechobee1 adviserMalabar1 adviserFt. Myers1 adviserPace1 adviserOldsmar1 adviserBrandenton1 adviserHolly Hill1 adviser

Top advisers in Florida

1650 Wealth Management, LLC4400 N Federal Highway, Suite 2 · Lighthouse Point, FL 33064 · (800) 658-9560 · Financial planningCRD 152985 · % of assets · $119.7 million AUMSEC registeredNo commissions reported1818 Private Client Group, LLC2980 Ne 207th St, Suite 809 · Aventura, FL 33180 · (305) 684-8331 · Flat / fixed feesCRD 304110 · % of assets, Fixed fees · $115.4 million AUMSEC registeredNo commissions reported1st Discount Brokerage, INC.8927 Hypoluxo Road, Suite A5 · Lake Worth, FL 33467 · (561) 515-3200 · Financial planningCRD 39164 · % of assets, Hourly charges, Fixed fees · $131.4 million AUMSEC registeredNo commissions reported1st Financial LLC2144 Seven Springs Blvd, Suite 406 · New Port Richey, FL 34655 · (727) 777-4269 · % of assets managedCRD 159015 · % of assets, Other · $5.0 million AUMState registeredNo commissions reported22 Seven Wealth Management INC455 Harrison Ave, Suite H · Panama City, FL 32401 · (850) 960-2207 · Financial planningCRD 292402 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reported369 Financial LLC9428 Baymeadows Rd, Suite 502 · Jacksonville, FL 32256 · (904) 746-9485 · Financial planningCRD 307530 · % of assets, Hourly charges, Fixed fees · $12.3 million AUMState registeredNo commissions reported3edge Asset Management, LP999 Vanderbilt Beach Road, Suite 200 · Naples, FL 34108 · (844) 903-3343 · Financial planningCRD 282059 · % of assets · $2.0 billion AUMSEC registeredNo commissions reported401k Generation237 S Westmonte Drive, Suite 300 · Altamonte Springs,, FL 32714 · (866) 998-5879 · Flat / fixed feesCRD 154279 · % of assets, Fixed fees · $156.4 million AUMSEC registeredNo commissions reported55 North Private Wealth268 W New England Avenue · Winter Park, FL 32789 · (407) 960-4769 · Financial planningCRD 325325 · % of assets · $581.3 million AUMSEC registeredNo commissions reported710 Consulting Group, LLC1225 Nw 144 Ave · Pembroke Pines, FL 33028 · (850) 710-0916 · Financial planningCRD 321201 · % of assets, Hourly charges, Fixed fees · $8.1 million AUMState registeredNo commissions reportedA.e. Laufer Financial Services, INC.1451 W Cypress Creek Rd, Suite 300 · Ft Lauderdale, FL 33309 · (954) 334-5812 · % of assets managedCRD 141921 · % of assets · $9.8 million AUMState registeredNo commissions reportedA&m Private Wealth Partners, LLC300 Banyan Blvd, 10th Floor · West Palm Beach, FL 33401 · (561) 268-0900 · Financial planningCRD 331478 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedAaron Brask Capital1005 Lake Avenue, Suite 220 · Lake Worth Beach, FL 33460 · (561) 972-7165 · Financial planningCRD 155472 · % of assets, Hourly charges, Fixed fees · $77.4 million AUMState registeredNo commissions reportedAb2 Capital Partners LLC1201 S Ocean Drive, Apt 1101n · Hollywood, FL 33019 · (954) 802-8328 · Flat / fixed feesCRD 318038 · Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedAbacus Capital Advisors8181 West Broward Blvd, Suite 258 · Plantation, FL 33324 · (954) 361-4210 · % of assets managedCRD 309295 · % of assets, Performance-based fees · $119.5 million AUMSEC registeredNo commissions reportedAccurate Wealth Management, LLC2211 Ashley Oaks Circle · Wesley Chapel, FL 33544 · (813) 994-0984 · Financial planningCRD 298137 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedAchieving Veritas LLC1301 Plantation Island Drive S., Suite 201b · St. Augustine, FL 32080 · (904) 471-6444 · Financial planningCRD 327170 · % of assets, Fixed fees · $70.1 million AUMState registeredNo commissions reportedAcp Capital Management, LLC1200 Brickell Avenue, Suite 1700 · Miami, FL 33131 · (305) 670-4180 · Flat / fixed feesCRD 138556 · % of assets, Fixed fees, Performance-based fees · $360.3 million AUMSEC registeredNo commissions reportedActitrust Wealth Management LLC300 S. Pine Island Rd., Suite 305 · Plantation, FL 33324 · (754) 229-0051 · % of assets managedCRD 284827 · % of assets · $140.5 million AUMSEC registeredNo commissions reportedActivest Wealth Management, LLC20900 Ne 30 Avenue, Suite 311 · Aventura, FL 33180 · (954) 399-8121 · Financial planningCRD 156150 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedAdvanced Investment Management LLC1415 Panther Ln, Suite 328 · Naples, FL 34109 · (239) 455-1115 · % of assets managedCRD 289070 · % of assets · $69.5 million AUMState registeredNo commissions reportedAdvanced Tax & Investments, INC.1982 US Hwy #1, Suite 102 · Rockledge, FL 32955 · (407) 595-2084 · Financial planningCRD 137357 · % of assets, Hourly charges, Fixed fees · $27.4 million AUMState registeredNo commissions reportedAdvanced Wealth Management1990 Main Street, Suite 750 · Sarasota, FL 34236 · (941) 451-8512 · Financial planningCRD 284438 · % of assets, Hourly charges, Fixed fees · $110.7 million AUMSEC registeredNo commissions reportedAdvantage Investing, INC.2100 Ponce De Leon Blvd, Suite Ph-5 · Coral Gables, FL 33134 · (757) 547-8257 · % of assets managedCRD 116059 · % of assets · $138.9 million AUMSEC registeredNo commissions reportedAdvantage Wealth Partners8870 Daniels Parkway · Fort Myers, FL 33912 · (239) 561-1155 · Financial planningCRD 329635 · % of assets · $675.5 million AUMSEC registeredNo commissions reportedAdvise Financial10055 Yamato Road, Suite 202 · Boca Raton, FL 33498 · (561) 454-8284 · Financial planningCRD 282087 · % of assets, Hourly charges, Subscription fees · $42.4 million AUMState registeredNo commissions reportedAdvisifi LLC136 4th Street North, Suite 201 · St Petersburg, FL 33701 · (888) 983-2897 · % of assets managedCRD 332477 · % of assets, Other · $1.8 million AUMSEC registeredNo commissions reportedAdvisory Investor Services LLC1200 Brickell Avenue, Suite 250 · Miami, FL 33131 · (786) 462-6044 · % of assets managedCRD 173134 · % of assets, Other · $209.9 million AUMSEC registeredNo commissions reportedAdvus Financial Partners, LLC631 W. Morse Blvd., Suite 115 · Winter Park, FL 32789 · (407) 585-1160 · Financial planningCRD 311990 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedAegis Wealth Management, LLC698 N. Maitland Avenue, Suite 102 · Maitland, FL 32751 · (407) 831-3660 · Flat / fixed feesCRD 199511 · Fixed fees · $190.4 million AUMSEC registeredNo commissions reported