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.

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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 27 vetted financial advisors and 894 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 22 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

Gabriel Bustamante

MassMutual

954-594-4364

Address

11555 Heron Bay Boulevard,
Suite 200,
Coral Springs, FL 33076 See Details

Jerry Bulaclac

RadiantVest

813-317-6004

Address

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

Joel Marius

Fortunium Wealth Management

813-302-1361

Address

411 Apollo Beach Blvd,
Ste 100,
Apollo Beach, FL 33572 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

Alonso Rodriguez Segarra

Advise Financial

561-454-8284

Address

1200 N Federal Hwy,
Suite 300,
Boca Raton, FL 33432 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

Brennan Decima

Decima Wealth Consulting

727-729-2262

Address

2020 oak street ne,
Saint Petersburg, FL 33704 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

King Tide Advisors

772-233-2052

Address

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

McDonough Capital Management

407-248-9647

Address

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

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
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)
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
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487	290954	$39,057,739,523	50	A percentage of AUM, Performance Based
BAYVIEW ASSET MANAGEMENT, LLC 4425 Ponce De Leon Blvd., Coral Gables, FL, 33146	157053	$38,629,858,981	51	A percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)

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

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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

MassMutual

Address

RadiantVest

Address

Fortunium Wealth Management

Address

Success Wealth Management

Address

LPL Financial

Address

Accurate Advisory Group

Address

Excelsior Wealth Partners

Address

Advise Financial

Address

R.E.A.P., Llc

Address

Address

J2 Capital Management, Inc.

Address

SB Advisory

Address

Decima Wealth Consulting

Address

DWF Wealth Management

Address

Accurate Wealth Management, LLC

Address

Prudential

Address

Walker Wealth Management

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

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

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