Financial advisors
Fee-only financial advisors in Florida
781 fee-only investment advisers in Florida serve individuals, across 133 cities. 490 offer hourly or flat-fee arrangements and 431 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Miami 107
- Tampa 43
- Coral Gables 39
- Naples 36
- Sarasota 33
- Boca Raton 31
- Jacksonville 30
- West Palm Beach 21
- Orlando 21
- Palm Beach Gardens 20
- Winter Park 18
- Fort Lauderdale 17
- St. Petersburg 17
- Ponte Vedra Beach 16
- Aventura 13
- Jupiter 11
- Vero Beach 10
- Stuart 9
- Palm Beach 9
- Fort Myers 9
- Clearwater 9
- Miami Beach 9
- Melbourne 8
- Plantation 8
- Lake Mary 8
- Tallahassee 7
- Venice 7
- Jacksonville Beach 7
- Bradenton 6
- Pensacola 6
- Lakewood Ranch 6
- Maitland 5
- Delray Beach 5
- Daytona Beach 5
- Bonita Springs 4
- Destin 4
- St. Augustine 4
- North Palm Beach 4
- Gainesville 4
- Longwood 4
- Ormond Beach 4
- Palm Harbor 4
- Lutz 3
- Ponte Vedra 3
- Hallandale Beach 3
- Hollywood 3
- Lakeland 3
- Santa Rosa Beach 3
- Deerfield Beach 3
- Coral Springs 3
- Clermont 3
- Winter Haven 3
- Ocala 3
Fee-only advisers in Florida serving the most individuals
- Interest Financial, LLC Tampa · 102,063 individual clients
- Gravitalix Financial Coral Springs · 18,903 individual clients
- Facet West Palm Beach · 16,053 individual clients
- Capital Wealth Planning, LLC Naples · 12,217 individual clients
- Csenge Advisory Group, LLC Clearwater · 7,147 individual clients
- GQG Partners Fort Lauderdale · 6,332 individual clients
- Xendia Wealth LLC Miami · 4,727 individual clients
- Rossby Financial, LLC Melbourne · 3,897 individual clients
- Dakota Wealth, LLC Palm Beach Gardens · 3,728 individual clients
- Ciccarelli Advisory Services Inc Naples · 3,553 individual clients
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Other Florida cities
Altamonte Springs,
- 401K Generation $156M
Belleair Bluffs
Boynton Beach
Brandon
Casselberry
- Fairway Financial, LLC $160M
Celebration
Chiefland
Cocoa Beach
Coconut Creek
Coconut Grove
- Ekanta Wealth Advisors LLC $307M
- L 1 Global Wealth LLC $2.8B
Cooper City
Crestview
- Dorgeolis Capital LLC $2.5M
- Vake Capital LLC $504K
Dade City
- Meridian Wealth Group $101M
Davie
Deland
- Robertson Advisory, Inc. Not reported
Dunedin
- Moorgate Capital Management Not reported
Estero
Fernandina Beach
Fleming Island
Fort Pierce
Green Cove Springs
Indialantic
- Heron Equity Management, LLC $5.1M
- Kaul Financial Solutions Not reported
Islamorada
- Bastion Fiduciary $125M
Juno Beach
- Smartplan Investing Not reported
- Stillwater Wealth Management Group LLC $207M
Key Biscayne
- Albatroz Capital $16M
Keystone Heights
Lake City
Lake Placid
Lake Worth Beach
- Aaron Brask Capital $77M
Lantana
Largo
- The Herzfeld Group $14M
Lighthouse Point
Longboat Key
- Caim LLC $318M
- Tactical Investments $5.0M
Malabar
Melbourne Beach
- Best Financial Life $46M
Miami Shores
Miramar
- BMH Capital Management LLC $10M
- GBS Group $462K
Neptune Beach
New Port Richey
Newberry
- Forecast Financial LLC $9.7M
North Bay Village
- Merited Wealth, LLC $186M
North Miami
- Flagstick Capital Partners LLC Not reported
- Mendoza Private Wealth $101M
North Miami Beach
Oakland
Okeechobee
Orange City
Oviedo
Oxford
Pace
Palm City
Palm Coast
Palmetto Bay
Panama City
- CPA Group Investment Management, LLC $41M
- None $3.9M
Parkland
- First Retirement Services LLC Not reported
- Jurick Financial Services $52M
Pembroke Pines
Pompano Beach
Port Charlotte
Riviera Beach
- Richards Financial $3.0M
Rockledge
Royal Palm Beach
Safety Harbor
Saint Cloud
Saint Johns
San Antonio
Satellite Beach
Sebring
- Waypoints Financial $158M
Seminole
South Miami
Spring Hill
Sunrise
Tavares
The Villages
Trinity
Valrico
Wellington
Wesley Chapel
- Bria Capital Group, LLC $155M
- Capital Wise Advisory $4.0M
Weston
- Bondwire $49M
- Fresh Bread Investments, LLC $39M
Windermere
- Iq Portfolios $42M
- Proxy Wealth Advisors LLC $83M
Winter Garden
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.