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 you 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.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > florida

Find The Best Financial Advisors in Florida

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 a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Florida
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 28 vetted financial advisors and 932 non-vetted financial advisors in Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Florida have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Florida

Armand Atkinson

Advanced Wealth Planning Group

813-770-9864

Address

5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609 See Details

Brian Messick

WeberMessick Weath Management

727-295-4969

Address

5901 Sun Boulevard,
Suite 206,
St. Petersburg, FL 33715 See Details

Daniel Spalding

Focus Wealth Strategies, LLC

813-305-0411

Address

3419 Brook Crossing Drive,
Brandon, FL 33511 See Details

Jerry Bulaclac

RadiantVest

813-317-6004

Address

Serving Valrico/Brandon area,
Valrico, FL 33596 See Details

Jorge I. Blanco

Success Wealth Management

727-644-4449

Address

401 E. Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

Maria Giacalone-Mozo

LPL Financial

813-309-4936

Address

15310 Amberly Dr, suite 250,,
Tampa, FL 33647 See Details

Meredith Freeman

Accurate Advisory Group

917-502-0936

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Russell Stout

Excelsior Wealth Partners

315-224-2426

Address

401 E Las Olas Blvd,
Suite 1452,
Fort Lauderdale, FL 33301 See Details

Steven Hartman

Privada Wealth Management

321-280-9081

Address

549 North Wymore Road,
Suite 208,
Maitland, FL 32751 See Details

Vivienne Schleu

Alpina Financial Consultants

561-843-6004

Address

4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek, FL 33073 See Details

David H. Morgan

R.E.A.P., Llc

386-793-8981

Address

4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256 See Details

Camarda Wealth Advisory Group

904-278-1177

Address

4371 US Hwy 17, Suite 201,
Fleming Island, FL 32003 See Details

John Salomon

J2 Capital Management, Inc.

248-641-4444

Address

1222 SE 47th St,
Office Suite C-1,
Cape Coral, FL 33914 See Details

Stephen Colavito

SB Advisory

404-313-1388

Address

Orlando Office,
507 West Canton Ave,
Winter Park, FL 32789 See Details

Daniel Pappas

DWF Wealth Management

813-210-1361

Address

401 E Jackson St,
Suite 3675,
Tampa, FL 33602 See Details

Nathan Helms

Accurate Wealth Management, LLC

813-553-7006

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Patricia Chevalier

Prudential

847-814-8940

Address

3403 Magic Oak,
Sarasota, FL 34232 See Details

Yale Walker

Walker Wealth Management

727-350-3111

Address

2553 1st Avenue North,
Saint Petersburg, FL 33713 See Details

Provident Wealth Management Group

813-283-8413

Address

401 E Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

Dynasty Wealth Management, LLC

727-498-5548

Address

200 Central Avenue 15th Floor,
Saint Petersburg, FL 33701 See Details

Edelman Financial Engines LLC

877-208-7414

Address

10150 Highland Manor Drive, Suite 200-232,
Tampa, FL 33610 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1900 Summit Tower Boulevard,
Suite 230,
Orlando, FL 32810 See Details

King Tide Advisors

772-233-2052

Address

3441 SW Rivers End Way,
Palm City, FL 34990 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

McDonough Capital Management

407-248-9647

Address

6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4865 North Wickham Road,
Suite 108,
Melbourne, FL 32940 See Details

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway, St. Petersburg, FL, 33716	705	$433,814,330,581	1070028	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	148826	$397,045,307,119	26	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway, Saint Petersburg, FL, 33716	149018	$344,868,106,925	1030208	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (PER PARTICIPANT (ERISA))
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	283720	$120,567,542,959	727	A percentage of AUM, Performance Based
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	319448	$118,191,936,095	97020	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	307151	$97,371,716,804	38	A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	152606	$92,968,371,160	146	A percentage of AUM, Fixed fees, Performance Based
SANDERS CAPITAL, LLC 777 S. Flagler Drive E. Tower, Suite No. 1100 West Palm Beach, FL, 33401-5153	151480	$82,252,391,000	102	A percentage of AUM, Performance Based
LIGHTHOUSE INVESTMENT PARTNERS, LLC 3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410	136591	$74,147,147,934	137	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. 2340 Collins Avenue, Miami Beach, FL, 33139	110148	$68,062,428,598	189	Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
EAGLE ASSET MANAGEMENT INC 780 Carillon Pkwy, St. Petersburg, FL, 33716	110653	$58,477,764,071	66691	A percentage of AUM, Performance Based
H.I.G. CAPITAL, LLC 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131	160711	$57,351,804,696	162	A percentage of AUM, Performance Based
I SQUARED CAPITAL ADVISORS (US) LLC 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067	168339	$47,872,431,820	64	A percentage of AUM, Performance Based
POLEN CAPITAL MANAGEMENT, LLC 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431	106093	$43,238,955,480	3397	A percentage of AUM, Performance Based
III CAPITAL MANAGEMENT 777 Yamato Road, Suite 300 Boca Raton, FL, 33431	113539	$39,514,428,923	30	A percentage of AUM, Performance Based

Select other cities around Florida to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Florida

How To Find The Best Financial Advisors in FloridaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Florida

Advanced Wealth Planning Group

Address

WeberMessick Weath Management

Address

Focus Wealth Strategies, LLC

Address

RadiantVest

Address

Success Wealth Management

Address

LPL Financial

Address

Accurate Advisory Group

Address

Excelsior Wealth Partners

Address

Privada Wealth Management

Address

Alpina Financial Consultants

Address

R.E.A.P., Llc

Address

Address

J2 Capital Management, Inc.

Address

SB Advisory

Address

DWF Wealth Management

Address

Accurate Wealth Management, LLC

Address

Prudential

Address

Walker Wealth Management

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Florida (Ranked by AUM)

Select other cities around Florida to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Florida
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy