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Best Financial Advisor Firms Florida 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Florida.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Florida, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 18, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Florida are as followed:

  • Must be Trusted by investor.com.
  • 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
Advanced Asset Management Advisors 2003 View Locations
Align Wealth Management 2004 View Locations
Andco Consulting 2001 View Locations
Andersen 2003 View Locations
Arbogast Financial Advisors 1997 View Locations
Asset Planning Corporation 2004 View Locations
Baron Financial Group 2007 View Locations
Bayshore Wealth Advisors 2007 View Locations
CPA Group Investment Management 2011 View Locations
CS Advisors 2011 View Locations
Camarda Wealth Advisory Group 2002 View Locations
Campbell & Associates 1998 View Locations
Campbell Capital Management 1988 View Locations
Canty Financial Management 2007 View Locations
Capital Strategies Investment Group 2009 View Locations
Cardinal Point Capital Management 2006 View Locations
Carpenter, Claydon Advisors 2007 View Locations
Carrington Financial Planning 2011 View Locations
Caruso AND Company, P.A., Certified Public Accountants 1999 View Locations
Certified Advisory Corp 2002 $500,000 View Locations
Chacon Diaz & DI Virgilio Wealth Management 2010 View Locations
Chandler Asset Management 1993 View Locations
Charles D. Hyman & Company 1991 View Locations
Ciccarelli Advisory Services 1985 View Locations
Concise Capital Management 2008 View Locations
Concord Advisory Group 1991 View Locations
Cortland Associates 1989 View Locations
Csenge Advisory Group 2011 View Locations
Cypress Capital Group 2003 View Locations
Dorman Financial Management, P.A 2006 View Locations
Doyle Wealth Management 2005 View Locations
Dragus Capital 2011 View Locations
EDMP 1993 View Locations
Eisneramper Wealth Management & Corporate Benefits 2008 View Locations
Everest Financial Advisors 2010 View Locations
Fifth Avenue Family Office 2002 View Locations
Finaccess Advisors 2009 View Locations
Financial Services Advisory 1983 View Locations
Finley Wealth Advisors 2007 View Locations
Firestone Capital Management 1991 View Locations
Firstrust 1999 View Locations
Freedom Financial & Business Planning 2010 View Locations
Fund Advisors of America 2000 View Locations
GAP Financial Counseling Corp 2005 View Locations
Gary S. Resetar CPA P.A 2003 View Locations
Holloway Wealth Management 2006 View Locations
Holly Donaldson Financial Planning 2007 View Locations
Ingham Retirement Group 1991 View Locations
Interactive Financial Advisors 2005 View Locations
Investment Advisory Professionals 1999 View Locations
JMG Financial Group 1985 View Locations
LM Capital Group 2002 View Locations
LOC Investment Advisers 1982 View Locations
Lang Asset Management 2006 View Locations
Longview 1995 View Locations
Loyola Asset Management 2013 View Locations
Lyons Investment Management 2013 View Locations
Maclendon Wealth Management 2011 View Locations
Madden Advisory Services 2004 View Locations
Marquis Wealth Management Group 2002 View Locations
Maryland Capital Management 2004 View Locations
Mill Creek Capital Advisors 2006 View Locations
Modera Wealth Management 2010 View Locations
Naples Global Advisors 2011 View Locations
NestEggs 2005 View Locations
Noesis Capital Management Corp 1995 View Locations
Nottingham Advisors 1982 View Locations
Palisades Hudson Asset Management 1998 View Locations
Passage Global Capital Management 2007 View Locations
Peninsula Asset Management 1982 View Locations
Plancorp 1984 View Locations
Potomac Fund Management 1988 View Locations
Private Wealth Group 2007 View Locations
RW Wealth 1999 View Locations
Rall Capital Management 2004 View Locations
Reilly, Fisher & Solomon Investment Advisors 2002 View Locations
Resource Consulting Group 1988 View Locations
River Capital Advisors, LC 2005 View Locations
Seven Hills Financial 2007 View Locations
Sigma Investment Counselors 1973 View Locations
Slavic Mutual Funds Management Corp 1987 View Locations
Spraker West Wealth Management 2008 View Locations
Sterling Newton 2006 View Locations
Strategic Asset Management Group Advisors 2008 View Locations
Strategic Wealth Partners 2011 View Locations
Sutton Wealth Advisors 2007 View Locations
Syntax Research 2012 View Locations
THE Retirement Readiness Institute 2009 View Locations
The Lubitz Financial Group 1999 View Locations
Thomas J. Herzfeld Advisors 1984 View Locations
Tobias Financial Advisors 1989 View Locations
Treasure Coast Financial Planning 2013 View Locations
Uhler and Vertich Financial Planners 2004 View Locations
WE Family Offices 2001 View Locations
Waller Financial Planning Group 2012 View Locations
Weldon & Company 1997 View Locations
Wiggin Financial Services 2009 View Locations
Williams Wealth Management Group 2008 View Locations
Young Richard C & CO 1990 View Locations
Zhang Financial 2012 View Locations


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