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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Florida involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Florida?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Florida to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Florida financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Florida


David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208
(941) 7395006


Edward McDonough

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819
(407) 2489647


Joseph Bert, CFP

Certified Financial Group, Inc.

1111 Douglas Ave.

Altamonte Springs, FL 32714
(407) 8699800


Robert Cox, MBA, Ph.D., ChFC, RICP, AEP

Cox Financial Group

17757 US Highway 19 N., Ste 100
Suite 100

Clearwater, FL 33764
(727) 4206358


William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162
(352) 5613060


Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202
(941) 5005122


Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180
(954) 7417775


Scott Martin, CFP®, CeXP

SD Martin Financial Services, Inc.

1325 S. International Parkway
Suite 2221

Lake Mary, FL 32746
(407) 8330003


Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®

Palm Planning Group

5652 Corporate Way

West Palm Beach, FL 33407
(561) 6896775


Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950
(941) 3918000


Michael Moffa

Prosperity Wealth Advisors, Inc.

3030 North Rocky Point Dr. West
Suite 150

Tampa, FL 33607
(813) 3211572


H. Lee Little, MBA, CFP®

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216
(904) 2967526


Jonathan Camarda CFP, CPWA, CMT, CAIA, CHFC, CFS, CLU

Peak Alpha Wealth Management

3010 3rd Street South
Suite A

Jacksonville, FL 32250
(904) 5005050


Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810
(321) 2079017


David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434
(561) 2883980


Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751
(321) 2809081


Richard Reyes, CFP

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751
(407) 6226669


Daniel Roth, ChFC®

Cary Stamp & Company

110 Bridge Road

Tequesta, FL 33469
(561) 2812166


Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606
(813) 3346500


D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997
(772) 3349592


Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256
(904) 3982075


Evan Wolk

Wolk Financial Management

6343 NW 72nd Pl

Parkland, FL 33067
(954) 9370232


Dr.Jeff Camarda

Camarda Wealth Advisors, LLC

4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246
4371 Park Avenue (US 17), Suite 201, Fleming Island, FL 32003

Ponte Vedra Beach, FL 32082
(800) 2621083


David I. Strunc, CRPC® - Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd. Ste. 101

Orlando, FL 32819
(407) 2370116


David H. Morgan MSFS, CEP®, CFF

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256
(352) 4336565


Cameron Buetel,CFP®


1800 North military Trail
Suite 300

Boca Raton, FL 33431
(561) 3671875


Kevin Campbell, Registered Fiduciary

Florida Fiduciary Wealth Management

1014 S Florida Ave

Lakeland, FL 33803
(863) 6880900


Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103
(239) 3021715


Armand Atkinson, MS, CFP, CIMA, AIF

NBC Securities, Inc.

5426 Bay Center Dr, Ste 575

Tampa, FL 33609
(727) 6230346


Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458
(561) 6235492


Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211
(904) 7250556


Al Baker, CFP®

Security Financial Management

2420 S Lakemont Ave
Suite 120

Orlando, FL 32814
(407) 6444686


Nick J. Russell, CRPC® Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd, Ste. 101

Orlando, FL 32819
(407) 2370117

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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