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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 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

Armand Atkinson

Advanced Wealth Planning Group

call813-770-9864

advisor

Brian Messick

WeberMessick Weath Management

call727-295-4969

advisor

Daniel Spalding

Focus Wealth Strategies, LLC

call813-305-0411

advisor

Jerry Bulaclac

RadiantVest

call813-317-6004

advisor

Joel Marius

Fortunium Wealth Management

call813-302-1361

advisor

Jorge I. Blanco

Success Wealth Management

call727-644-4449

advisor

Russell Stout

Excelsior Wealth Partners

call315-224-2426

advisor

John Salomon

J2 Capital Management, Inc.

call248-641-4444

advisor

Brennan Decima

Decima Wealth Consulting

call727-729-2262

advisor

Daniel Pappas

DWF Wealth Management

call813-210-1361

advisor

Nathan Helms

Accurate Wealth Management, LLC

call813-553-7006

advisor

Patricia Chevalier

Prudential

call847-814-8940

advisor

Yale Walker

Walker Wealth Management

call727-350-3111

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 $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)

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