Written by investor.com
April 06, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Florida.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Florida, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Florida are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in Florida.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Align Wealth Management |
|
$415.4 million | 366 | 4 | $1.1 million |
| Alterity Financial Group |
|
$119.4 million | 263 | 5 | $453,833 |
| Andersen |
|
$4.2 billion | 411 | 9 | $10.3 million |
| Arbogast Financial Advisors |
|
$36.7 million | 69 | 1 | $531,681 |
| Arbor Capital Management Corp |
|
$942.3 million | 279 | 3 | $3.4 million |
| Asset Planning Corporation |
|
$100.4 million | 198 | 3 | $507,299 |
| Aviance Capital Partners |
|
$605.5 million | 321 | 7 | $1.9 million |
| Ballentine Partners |
|
$9.3 billion | 294 | 74 | $31.6 million |
| Baron Financial Group |
|
$300.7 million | 318 | 4 | $945,445 |
| Bayshore Wealth Advisors |
|
$518.3 million | 115 | 3 | $4.5 million |
| Blue Ocean Capital |
|
$456.8 million | 168 | 4 | $2.7 million |
| Bridge Investment Group |
|
$43.3 billion | 122 | 4 | $355.1 million |
| Camarda Wealth Advisory Group |
|
$282.2 million | 391 | 8 | $721,710 |
| Campbell & Associates |
|
$7.8 million | 15 | 2 | $517,322 |
| Canty Financial Management |
|
$140.6 million | 446 | 3 | $315,210 |
| Capital Strategies Investment Group |
|
$17.3 billion | 331 | 6 | $52.2 million |
| Carpenter, Claydon Advisors |
|
$210.0 million | 158 | 1 | $1.3 million |
| Caruso and Company, P.A., Certified Public Accountants |
|
$52.8 million | 120 | 1 | $440,203 |
| Castle Financial & Retirement Planning Associates |
|
$97.0 million | 148 | 1 | $655,592 |
| Castle Wealth Management |
|
$354.2 million | 195 | 8 | $1.8 million |
| Chandler Asset Management |
|
$28.6 billion | 863 | 17 | $33.2 million |
| Ciccarelli Advisory Services |
|
$1.0 billion | 3,221 | 11 | $323,665 |
| Concise Capital Management |
|
$465.4 million | 4 | 5 | $116.4 million |
| Concord Advisory Group |
|
$32.8 billion | 185 | 13 | $177.4 million |
| Conrad Siegel Investment Advisors |
|
$7.0 billion | 435 | 25 | $16.1 million |
| Consolidated Planning Corporation |
|
$1.6 billion | 904 | 9 | $1.8 million |
| Core Wealth Advisors |
|
$411.9 million | 486 | 6 | $847,631 |
| Cortland Associates |
|
$729.0 million | 409 | 2 | $1.8 million |
| Coyle Financial Counsel |
|
$729.2 million | 415 | 8 | $1.8 million |
| CPA Group Investment Management |
|
$30.6 million | 38 | 3 | $805,263 |
| Cypress Capital Group |
|
$150.1 million | 63 | 5 | $2.4 million |
| Dale K. Ehrhart |
|
$605.0 million | 132 | 2 | $4.6 million |
| Davis Capital Management |
|
$181.8 million | 197 | 4 | $922,842 |
| Dorman Financial Management, P.A |
|
$143.2 million | 315 | 3 | $454,684 |
| Doubleline Alternatives |
|
$4.7 billion | 9 | 9 | $520.1 million |
| Eisneramper Wealth Management & Corporate Benefits |
|
$1.3 billion | 694 | 18 | $1.9 million |
| Elwood & Goetz |
|
$564.5 million | 558 | 13 | $1.0 million |
| Estabrook Capital Management |
|
$761.4 million | 828 | 6 | $919,525 |
| EUROCAPITAL Advisors |
|
$103.3 million | 12 | 2 | $8.6 million |
| Everest Financial Advisors |
|
$29.2 million | 263 | 3 | $111,172 |
| Farmand Investment Services |
|
$35.4 million | 29 | 1 | $1.2 million |
| Financial Services Advisory |
|
$707.8 million | 774 | 9 | $914,460 |
| Finley Wealth Advisors |
|
$62.9 million | 52 | 2 | $1.2 million |
| Firestone Capital Management |
|
$592.8 million | 328 | 6 | $1.8 million |
| Firstrust |
|
$180.0 million | 125 | 5 | $1.4 million |
| Focus Investment Advisors |
|
$11.0 million | 16 | 1 | $687,500 |
| Freedom Financial & Business Planning |
|
$0.0 | 90 | 1 | $0.0 |
| Fund Advisors of America |
|
$101.3 million | 285 | 3 | $355,541 |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| Holly Donaldson Financial Planning |
|
$0.0 | 55 | 1 | $0.0 |
| Index Portfolio Advisors |
|
$9.2 million | 41 | 1 | $223,597 |
| Interactive Financial Advisors |
|
$278.3 million | 2,382 | 37 | $116,822 |
| Investment Advisory Professionals |
|
$259.6 million | 148 | 3 | $1.8 million |
| Jackson Wealth Management |
|
$692.1 million | 650 | 6 | $1.1 million |
| JMG Financial Group |
|
$4.5 billion | 1,454 | 38 | $3.1 million |
| Kenneth Frenke & Co |
|
$153.2 million | 247 | 3 | $620,249 |
| Lang Asset Management |
|
$21.0 million | 55 | 1 | $381,818 |
| Legacy Financial Advisors |
|
$987.6 million | 981 | 10 | $1.0 million |
| LVZ Advisors |
|
$808.4 million | 2,522 | 14 | $320,550 |
| Macke Financial Advisory Group |
|
$136.4 million | 110 | 2 | $1.2 million |
| Madden Advisory Services |
|
$177.9 million | 279 | 2 | $637,801 |
| Mainstay Capital Management |
|
$3.4 billion | 3,762 | 14 | $913,699 |
| Mill Creek Capital Advisors |
|
$7.9 billion | 425 | 24 | $18.5 million |
| Modera Wealth Management |
|
$6.8 billion | 2,691 | 70 | $2.5 million |
| Moisand Fitzgerald Tamayo |
|
$901.4 million | 796 | 8 | $1.1 million |
| NAMCOA |
|
$236.0 million | 213 | 14 | $1.1 million |
| Naples Money Management |
|
$145.5 million | 133 | 3 | $1.1 million |
| NestEggs |
|
$339.9 million | 400 | 7 | $849,651 |
| Noesis Capital Management Corp |
|
$509.8 million | 300 | 8 | $1.7 million |
| Northstar Financial Planners |
|
$207.0 million | 334 | 6 | $619,696 |
| Palisades Hudson Asset Management |
|
$1.4 billion | 153 | 9 | $9.0 million |
| Parsons Capital Management |
|
$1.7 billion | 713 | 12 | $2.4 million |
| Peninsula Asset Management |
|
$246.4 million | 198 | 2 | $1.2 million |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
| Plancorp |
|
$5.5 billion | 1,597 | 36 | $3.5 million |
| Planning Alternatives |
|
$1.0 billion | 665 | 9 | $1.5 million |
| Potomac Fund Management |
|
$599.6 million | 1,322 | 9 | $453,553 |
| Red Hills Capital |
|
$31.7 million | 48 | 2 | $660,416 |
| Regatta Research & Money Management |
|
$153.3 million | 1,413 | 1 | $108,492 |
| Reilly, Fisher & Solomon Investment Advisors |
|
$0.0 | 25 | 2 | $0.0 |
| Resource Consulting Group |
|
$2.3 billion | 597 | 16 | $3.9 million |
| Rezny Wealth Management |
|
$268.3 million | 262 | 2 | $1.0 million |
| River Capital Advisors, LC |
|
$254.1 million | 252 | 4 | $1.0 million |
| Riverplace Capital Management |
|
$180.9 million | 280 | 4 | $645,989 |
| SAX Wealth Advisors |
|
$1.3 billion | 826 | 13 | $1.6 million |
| Sigma Investment Counselors |
|
$1.5 billion | 759 | 8 | $2.0 million |
| Slavic Mutual Funds Management Corp |
|
$4.1 billion | 879 | 13 | $4.7 million |
| Spraker West Wealth Management |
|
$196.4 million | 112 | 4 | $1.8 million |
| Strategic Asset Management Group Advisors |
|
$330.5 million | 132 | 3 | $2.5 million |
| Suncoast Equity Management |
|
$840.6 million | 753 | 11 | $1.1 million |
| Sutton Wealth Advisors |
|
$392.7 million | 287 | 2 | $1.4 million |
| Syntax Research |
|
$156.4 million | 123 | 1 | $1.3 million |
| Tobias Financial Advisors |
|
$641.0 million | 313 | 7 | $2.0 million |
| Treasure Coast Financial Planning |
|
$172.4 million | 253 | 2 | $681,446 |
| Uhler and Vertich Financial Planners |
|
$258.7 million | 205 | 4 | $1.3 million |
| Van Leeuwen & Company |
|
$274.5 million | 238 | 4 | $1.2 million |
| Waller Financial Planning Group |
|
$507.2 million | 537 | 6 | $944,426 |
| WE Family Offices |
|
$12.1 billion | 96 | 30 | $125.6 million |
| Williams Wealth Management Group |
|
$108.6 million | 455 | 2 | $238,659 |
| Zhang Financial |
|
$4.5 billion | 1,781 | 16 | $2.5 million |
More Top Firms by State
About the Editorial Team
investor.com
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