Fiduciary advisors in Florida

997registered advisers
950fee-only verified

Florida's lack of a state income tax has turned it into the second-largest market for fiduciary advisors in the Southeast. The state has 997 SEC-registered firms, with 950 operating fee-only. Miami, Naples, and Palm Beach cater to high-net-worth retirees and international clients, while Jacksonville and Tampa serve a broader middle-market. Advisors here routinely handle domicile change planning for clients relocating from New York, New Jersey, and Connecticut.

Cities

Altamonte Springs4Aventura11Bal Harbour1Bay Harbor Islands2Belleair Bluffs3Boca Raton65Bokeelia1Bonita Springs4Boynton Beach3Bradenton6Casselberry2Celebration1Chiefland1Clearwater13Clermont2Cocoa Beach1Coconut Creek2Coconut Grove4Coral Gables49Coral Springs4Davie1Daytona Beach2Deerfield Beach2Delray Beach7Destin2Doral1Dunedin1Englewood1Estero2Fleming Island1Fort Lauderdale30Fort Myers8Gainesville4Hallandale Beach2Holly Hill1Hollywood2Indialantic1Jacksonville27Jacksonville Beach7Juno Beach1Jupiter8Key Biscayne1Key Largo1Lady Lake1Lake Mary9Lake Worth1Lakeland7Lakewood Ranch3Lantana1Largo3Lighthouse Point1Longboat Key1Longwood2Lutz4Maitland12Marco Island2Melbourne4Miami202Miami Beach21Mount Dora1Naples32Neptune Beach2New Port Richey1North Bay Village1North Miami1North Miami Beach3North Palm Beach3Ocala2Oldsmar1Orlando33Ormond Beach4Pace1Palm Beach13Palm Beach Gardens30Palm City2Palm Harbor1Palmetto Bay1Pensacola6Pensacola Beach1Plantation8Pompano Beach2Ponte Vedra4Ponte Vedra Beach8Port Charlotte2Port St Lucie1Rockledge2Rosemary Beach1Royal Palm Beach1Safety Harbor2Santa Rosa Beach1Sarasota31Sebring2Seminole1South Miami3Spring Hill1St. Augustine3St. Petersburg20Stuart5Sunny Isles Beach4Sunrise1Tallahassee7Tampa67Tavares2The Villages5Valrico1Venice3Vero Beach13W. Palm Beach1Wellington2Wesley Chapel3West Palm Beach55Weston2Wilton Manors1Windermere1Winter Garden1Winter Haven2Winter Park23

Top advisors

1650 WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Lighthouse Point, FloridaCRD #152985
Typical Fee--
AUM$112M
Minimum--
Clients477

1789 CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Palm Beach, FloridaCRD #335007
Typical Fee--
AUM$861M
Minimum--
Clients16

1818 PRIVATE CLIENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aventura, FloridaCRD #304110
Typical Fee--
AUM$115M
Minimum--
Clients59

1823 PARTNERS (US) LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #333927
Typical Fee1.00%
AUM$1.0B
Minimum--
Clients1

1ST DISCOUNT BROKERAGE, INC.

Also Compensated via Brokerage
Lake Worth, FloridaCRD #39164
Typical Fee--
AUM$108M
Minimum--
Clients346

22C CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #298094
Typical Fee--
AUM$1.5B
Minimum--
Clients9

3650 REIT INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #286013
Typical Fee--
AUM$2.8B
Minimum--
Clients13

3EDGE ASSET MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naples, FloridaCRD #282059
Typical Fee--
AUM$1.7B
Minimum--
Clients2,211

401K GENERATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Altamonte Springs,, FloridaCRD #154279
Typical Fee--
AUM$173M
Minimum--
Clients149

55 NORTH PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #325325
Typical Fee--
AUM$367M
Minimum--
Clients557

A FIN MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Sunny Isles Beach, FloridaCRD #315482
Typical Fee--
AUM$4.8B
Minimum--
Clients6

A&M PRIVATE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #331478
Typical Fee1.00%
AUM$1.6B
Minimum--
Clients150

AB2 CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hollywood, FloridaCRD #318038
Typical Fee--
AUM$1.1B
Minimum--
Clients51

ABACUS CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plantation, FloridaCRD #309295
Typical Fee--
AUM$103M
Minimum--
Clients51

ABACUS FCF ADVISORS LLC

Fee-Only, No ConflictsClean Record
Orlando, FloridaCRD #135152
Typical Fee--
AUM$763M
Minimum--
Clients10

ABF INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #333541
Typical Fee--
AUM$253M
Minimum--
Clients3

ABL WEALTH ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Orlando, FloridaCRD #324280
Typical Fee--
AUM--
Minimum--
Clients--

ABSOLUTE INVESTMENT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Rosemary Beach, FloridaCRD #132436
Typical Fee--
AUM$1.8B
Minimum--
Clients9

ACASTA PARTNERS US LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #335005
Typical Fee--
AUM$4.7B
Minimum--
Clients4

ACCURATE WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Wesley Chapel, FloridaCRD #298137
Typical Fee--
AUM$1.1B
Minimum--
Clients5,363

ACP CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #138556
Typical Fee--
AUM$230M
Minimum--
Clients105

ACTITRUST WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plantation, FloridaCRD #284827
Typical Fee--
AUM$141M
Minimum--
Clients151

ACTIVEST WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aventura, FloridaCRD #156150
Typical Fee--
AUM$1.5B
Minimum--
Clients1,767

ADVANTAGE INVESTING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #116059
Typical Fee2.00%
AUM$139M
Minimum--
Clients674

ADVANTAGE RETIREMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #329635
Typical Fee--
AUM$518M
Minimum--
Clients1,631

ADVISIFI LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Petersburg, FloridaCRD #332477
Typical Fee--
AUM$2M
Minimum--
Clients145

ADVISORY INVESTOR SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #173134
Typical Fee--
AUM$181M
Minimum--
Clients208

ADVUS FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #311990
Typical Fee0.10%
AUM$3.1B
Minimum--
Clients1,276

AE INDUSTRIAL PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #173020
Typical Fee--
AUM$6.4B
Minimum--
Clients35

AEGIS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Maitland, FloridaCRD #199511
Typical Fee--
AUM$174M
Minimum--
Clients497

AFBI LP

Fee-Only, No ConflictsClean Record
Miami Beach, FloridaCRD #331428
Typical Fee1.20%
AUM$1.4B
Minimum--
Clients9

AFC MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #311281
Typical Fee--
AUM$402M
Minimum--
Clients1

AFFILIATED PRIVATE INVESTORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #111545
Typical Fee--
AUM$486M
Minimum--
Clients62

AFT, FORSYTH & SOBER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Valrico, FloridaCRD #162858
Typical Fee0.55%
AUM$324M
Minimum--
Clients24

AFT, FORSYTH AND COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #137404
Typical Fee--
AUM$233M
Minimum--
Clients179

AGAMERICA LENDING LLC

Fee-Only, No ConflictsClean Record
Lakeland, FloridaCRD #164866
Typical Fee--
AUM$1.9B
Minimum--
Clients3

AGNELLO FINANCIAL GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #141522
Typical Fee--
AUM$379M
Minimum--
Clients465

AGW CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #150570
Typical Fee--
AUM$1.5B
Minimum--
Clients1,257

ALHAMBRA INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palmetto Bay, FloridaCRD #138537
Typical Fee--
AUM$279M
Minimum--
Clients486

ALIANZA CORP. INVESTMENT ADVISOR

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #323267
Typical Fee--
AUM$109M
Minimum--
Clients551

ALIGN PRIVATE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #304506
Typical Fee--
AUM$177M
Minimum--
Clients2

ALIYA CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #305988
Typical Fee--
AUM$2.0B
Minimum--
Clients167

ALLARIA ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #287513
Typical Fee--
AUM$115M
Minimum--
Clients14

ALLEGIANCE FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #127293
Typical Fee--
AUM$182M
Minimum--
Clients480

ALLGEN FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orlando, FloridaCRD #126877
Typical Fee--
AUM$393M
Minimum--
Clients2,319

ALLIE FAMILY OFFICE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307144
Typical Fee--
AUM$1.1B
Minimum--
Clients49

ALLIED PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #328952
Typical Fee--
AUM$187M
Minimum--
Clients431

ALPHA GROWTH MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Delray Beach, FloridaCRD #316760
Typical Fee--
AUM$18M
Minimum--
Clients1

ALPHA ZERO LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #319050
Typical Fee--
AUM$183M
Minimum--
Clients707

ALPHABOND LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #336339
Typical Fee--
AUM$243M
Minimum--
Clients2
View all 997 advisors in Florida
Fiduciary Financial Advisors in Florida | FiduciaryListings