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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 Florida 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 & Planners in Florida

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Florida that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Florida. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Florida


Andrew Gentile

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458



Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd
Suite# 460

Tampa, FL 33609



D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997



George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746



H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216



Huston Lorenzo

Snowden Lane Partners

1 Alhambra Plaza
Suite 1130

Coral Gables, FL 33134



Jonathan Batting

Cetera Advisors

2115 Lennox Dale Ln

Brandon, FL 33510



Joseph J Mastroianni

365 Wealth Partners

304 W Venice Ave., Ste 205

Venice, FL 34285



Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511



Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751



Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751



Al Osgood

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240



Anthony DeLuca

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201

Maitland, FL 32751



David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256



Dwight Pendola

Horizon Wealth Advisors

9040 Town Center Parkway

Lakewood Ranch, FL 34202



Jimmy Gonzalez

Anthem Advisors

2600 Douglas Rd.
STE 1104

Coral Gables, FL 33134



John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral, FL 33914



Robert W Scullen

Brookstone Capital Management LLC

2760 Semoran Circle

Pensacola, FL 32503



Charles Helme

BH Asset Management, LLC

1221 Brickell Avenue, 9th Floor

Miami, FL 33130



David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Boca Raton, FL 33434



Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810



Glynis Banhan

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180



Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103



Jonathan Briggs

BRIA Capital Group, LLC

2909 W Bay to bay Blvd
Suite 402

Tampa, FL 33629



Kevin Kroskey

True Wealth Design, LLC

1415 Panther Ln
Suite #366

Naples, FL 34109



Ali Zafar

Morgan Stanley

4855 Technology Way, Suite 600

Boca Raton, FL 33431



David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208



McDonough Capital Management

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819



King Tide Advisors

King Tide Advisors

3441 SW Rivers End Way

Palm City, FL 34990


Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Newport Group Securities, Inc.
300 Primera Blvd., Suite 200 Lake Mary, FL 32746
29722 $29,226,717,684 78 A percentage of AUM
Fixed fees
Timucuan Asset Management Inc
200 West Forsyth Street, Suite 1600 Jacksonville, FL 32202
105899 $3,206,768,449 585 A percentage of AUM
Fixed fees
Performance Based
Sawgrass Asset Management Llc
5000 Sawgrass Village Circle, Suite 32 Ponte Vedra Beach, FL 32082
108831 $2,923,735,944 275 A percentage of AUM
Fixed fees
Performance Based
Charles D. Hyman & Company
224 Ponte Vedra Park Drive, Suite 200 Ponte Vedra Beach, FL 32082
105923 $2,110,686,209 956 A percentage of AUM
Fixed fees
Wexford Capital Lp
777 South Flagler Drive, Suite 602 East West Palm Beach, FL 33401-6122
108726 $2,033,758,066 29 A percentage of AUM
Hourly charges
Performance Based
Timothy Partners, Ltd.
1055 Maitland Center Commons, Maitland, FL 32751
41835 $2,031,012,165 1 A percentage of AUM
Hourly charges
Transamerica Financial Advisors, Inc.
570 Carillon Parkway, St Petersburg, FL 33716-1202
16164 $1,758,666,155 50030 A percentage of AUM
Commision Based
Professional Advisory Services Inc
2770 Indian River Blvd, Suite 204 Vero Beach, FL 32960
105397 $1,197,042,297 1087 A percentage of AUM
Suncoast Equity Management, Llc
5550 W Executive Dr, Suite 320 Tampa, FL 33609
108289 $1,091,588,569 1272 A percentage of AUM
Rogan & Associates
200 9th Avenue North, Suite 100 Safety Harbor, FL 34695
42762 $513,816,461 2208 A percentage of AUM
Commision Based
Douglas Capital Management Inc
13500 Sutton Park Drive S, Suite 803 Jacksonville, FL 32224
106262 $273,864,458 44 A percentage of AUM
Amuni Financial, Inc.
720 Second Ave S, St Petersburg, FL 33701
8365 $137,753,659 215 A percentage of AUM
James I. Black & Company
311 South Florida Avenue, Lakeland, FL 33801
1249 $123,770,284 166 A percentage of AUM
Fixed fees
Rlc Business Services, Inc.
4851 Tamiami Trail North, Suite 200 Naples, FL 34103-3098
108653 $96,172,563 25 A percentage of AUM
Cnl Fund Advisors Company
450 South Orange Avenue, Suite 1400 Orlando, FL 32801
107117 $0 0 Other (NONE AT THIS TIME)

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alexander E Fernandez
Inquire with Alexander
220 Alhambra Circle, 10th Floor Coral Gables, FL 33134 305-476-3330
Amanda Sharp
Inquire with Amanda
2831 Ringling Blvd, Ste F-219 Sarasota, FL 34237 941-365-1010
Blake Robson
Inquire with Blake
10917 Dylan Loren Cir, Ste A Orlando, FL 32825 407-249-4006
Brandon M Flynn
Inquire with Brandon
6817 Southpoint Pkwy, Ste 1001 Jacksonville, FL 32216 904-475-2980
Andres Fallon
Inquire with Andres
1200 S Pine Island Rd, Ste 800 Plantation, FL 33324 954-476-4008
Alan Edwards
Inquire with Alan
12653 Telecom Drive, Tampa, FL 33637 813-663-2022
Aldo C. Busot
Inquire with Aldo
220 Alhambra Circle, 10th Floor Coral Gables, FL 33134 305-569-7021
Allison Butler
Inquire with Allison
150 2nd Avenue N, Suite 1400 St. Petersburg, FL 33701 727-344-6709
Albert Lupcho
Inquire with Albert
50 A1A North, Ste 112 Ponte Vedra Beach, FL 32082 904-273-7569
Aegis Consulting
Inquire with Aegis
One Independent Drive, Suite 2901 Jacksonville, FL 32202 904-380-4015

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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