National Retirement Planning Experts

National Coverage
Local Professionals

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 16 vetted financial advisors and 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

advisor-photo

Armand Atkinson

Advanced Wealth Planning Group

813-770-9864

advisor-photo

Brian Messick

WeberMessick Weath Management

727-295-4969

advisor-photo

Jerry Bulaclac

RadiantVest

813-317-6004

advisor-photo

Lemar Williams

LPL Financial - Traditions Wealth and Legacy Planning

407-553-3573

advisor-photo

Steven Hartman

Privada Wealth Management

321-280-9081

advisor-photo

Dustin Rinaldi

Rinaldi Wealth Management

239-444-6111

advisor-photo

Jimmy Gonzalez

Anthem Advisors

305-482-3002

advisor-photo

John Salomon

J2 Capital Management, Inc.

248-641-4444

advisor-photo

Charles Helme

BH Asset Management, LLC

786-475-1280

advisor-photo

Jason Kohut

Signet Financial Management, LLC

239-302-1715

advisor-photo

John Browning

Guardian Rock Wealth

561-327-4646

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
148826 $339,079,412,155 26 A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway,
St. Petersburg, FL, 33716
705 $306,121,310,120 950978 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway,
Saint Petersburg, FL, 33716
149018 $245,249,234,083 932793 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (PER PARTICIPANT (ERISA))
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
319448 $94,617,046,882 79738 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
307151 $93,207,362,818 36 A Percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
DOUBLELINE CAPITAL LP
2002 N. Tampa Street, 2nd Floor
Tampa, FL, 33602
152606 $91,220,415,301 151 A Percentage of AUM, Fixed Fees, Performance Based
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
283720 $88,033,541,740 101 A Percentage of AUM, Performance Based
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
2340 Collins Avenue,
Miami Beach, FL, 33139
110148 $71,329,946,037 173 Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
SANDERS CAPITAL, LLC
777 S. Flagler Drive E. Tower, Suite No. 1100
West Palm Beach, FL, 33401-5153
151480 $61,660,253,000 98 A Percentage of AUM, Performance Based
LIGHTHOUSE INVESTMENT PARTNERS, LLC
3801 Pga Blvd., Suite 604
Palm Beach Gardens, FL, 33410
136591 $55,827,194,383 151 A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
H.I.G. CAPITAL, LLC
1450 Brickell Avenue, 31st Floor,
Miami, FL, 33131
160711 $54,077,988,036 147 A Percentage of AUM, Performance Based
I SQUARED CAPITAL ADVISORS (US) LLC
600 Brickell Avenue, Penthouse
Miami, FL, 33131-3067
168339 $47,897,133,982 61 A Percentage of AUM, Performance Based
BAYVIEW ASSET MANAGEMENT, LLC
4425 Ponce De Leon Blvd.,
Coral Gables, FL, 33146
157053 $39,022,162,565 51 A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)
CIFC ASSET MANAGEMENT LLC
1 Se 3rd Avenue, Suite 1660
Miami, FL, 33131
159172 $37,246,864,417 123 A Percentage of AUM, Performance Based
POLEN CAPITAL MANAGEMENT, LLC
1825 Nw Corporate Blvd., Suite 300
Boca Raton, FL, 33431
106093 $36,045,083,867 3515 A Percentage of AUM, Performance Based

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors