Best Financial Advisor Firms Florida 2023

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Written by investor.com

November 07, 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 November 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Florida are as follows:

  • Must be rated at least 4.5 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
Advantage Investing 5/5 Stars $75.8 million 233 2 $325,289
Alhambra Investment Management 5/5 Stars $238.3 million 224 6 $1.1 million
Anchor Financial Services, CPA, PA 5/5 Stars $7.0 million 15 1 $466,948
Arbogast Financial Advisors 5/5 Stars $36.7 million 69 1 $531,681
Asset Planning Corporation 5/5 Stars $100.4 million 198 3 $507,299
Aureus Wealth Management 5/5 Stars $1.6 million 6 1 $262,691
Baron Financial Group 5/5 Stars $300.7 million 318 4 $945,445
Bayshore Wealth Advisors 5/5 Stars $518.3 million 115 3 $4.5 million
Belleair Wealth Management 5/5 Stars $60.5 million 151 3 $400,359
BMR Global Wealth Management Group 5/5 Stars $987,478 4 1 $246,869
Camarda Wealth Advisory Group 5/5 Stars $282.2 million 391 8 $721,710
Campbell & Associates 5/5 Stars $7.8 million 15 2 $517,322
Canty Financial Management 5/5 Stars $140.6 million 446 3 $315,210
CAP Strat 5/5 Stars $17.3 billion 331 6 $52.2 million
Carrington Financial Planning 5/5 Stars $11.8 million 20 1 $591,600
Caruso and Company, P.A., Certified Public Accountants 5/5 Stars $52.8 million 120 1 $440,203
Castle Wealth Management 5/5 Stars $354.2 million 195 8 $1.8 million
Chandler Asset Management 5/5 Stars $28.6 billion 863 17 $33.2 million
Charles D. Hyman & Company 5/5 Stars $2.0 billion 996 2 $2.0 million
Ciccarelli Advisory Services 5/5 Stars $1.1 billion 2,738 11 $419,448
Colbert Investment Management CO 5/5 Stars $224.1 million 159 2 $1.4 million
Conrad Siegel Investment Advisors 5/5 Stars $7.8 billion 473 21 $16.4 million
Cortland Associates 5/5 Stars $729.0 million 409 2 $1.8 million
CPA Group Investment Management 5/5 Stars $30.6 million 38 3 $805,263
CPA Investment Solutions 5/5 Stars $42.8 million 57 1 $751,583
Crossplan Money Management 5/5 Stars $49.1 million 168 2 $292,050
CS Advisors 5/5 Stars $89.6 million 82 3 $1.1 million
Cubic Advisors 5/5 Stars $44.0 million 93 2 $473,129
D2 Capital Management 5/5 Stars $19.6 million 95 2 $206,517
Dale K. Ehrhart 5/5 Stars $605.0 million 132 2 $4.6 million
Davis Capital Management 5/5 Stars $181.8 million 197 4 $922,842
Disciplined Equity Management 5/5 Stars $318.4 million 224 3 $1.4 million
DJP Wealth Management 5/5 Stars $66.0 million 44 1 $1.5 million
Dreggors, Rigsby & Teal, PA 5/5 Stars $69.0 million 144 3 $478,937
East Coast Wealth Management 5/5 Stars $96.4 million 135 2 $714,159
Estabrook Capital Management 5/5 Stars $761.4 million 828 6 $919,525
Everest Financial Advisors 5/5 Stars $29.2 million 263 3 $111,172
Finley Wealth Advisors 5/5 Stars $71.1 million 58 2 $1.2 million
FIR Tree Partners 5/5 Stars $3.7 billion 18 11 $203.7 million
Firestone Capital Management 5/5 Stars $592.8 million 328 6 $1.8 million
Firstrust 5/5 Stars $180.0 million 125 5 $1.4 million
Focus Investment Advisors 5/5 Stars $11.0 million 16 1 $687,500
Fund Advisors of America 5/5 Stars $101.3 million 285 3 $355,541
Future Financial Partners 5/5 Stars $61.1 million 401 2 $152,311
Globalinvest Financial Services 5/5 Stars $16.2 million 50 1 $323,379
Guiry Capital Management 5/5 Stars $243.2 million 35 2 $6.9 million
Harvey & Companies 5/5 Stars $11.2 million 43 1 $260,853
Harvey Capital Management 5/5 Stars $369.1 million 177 3 $2.1 million
Howland AND Associates 5/5 Stars $80.3 million 118 4 $680,428
Jackson Wealth Management 5/5 Stars $692.1 million 650 6 $1.1 million
JB Meridian Advisors 5/5 Stars $26.5 million 180 3 $147,245
Kenneth Frenke & Co 5/5 Stars $153.2 million 247 3 $620,249
Kris Lewicki & Associates 5/5 Stars $68.0 million 53 2 $1.3 million
Lang Asset Management 5/5 Stars $21.0 million 55 1 $381,818
Livingston Financial Planning 5/5 Stars $19.1 million 36 1 $531,096
Longview 5/5 Stars $17.3 million 63 1 $275,097
Loyola Asset Management 5/5 Stars $129.0 million 61 3 $2.1 million
Lyons Investment Management 5/5 Stars $70.6 million 38 1 $1.9 million
Madden Advisory Services 5/5 Stars $177.9 million 279 2 $637,801
MD Investment Advisors 5/5 Stars $31.0 million 290 2 $106,785
MFM Capital Management 5/5 Stars $7.6 million 48 1 $157,520
Miller, Gesko & Company 5/5 Stars $141.4 million 83 2 $1.7 million
Moisand Fitzgerald Tamayo 5/5 Stars $901.4 million 796 8 $1.1 million
Monarch Asset Management 5/5 Stars $60.0 million 39 1 $1.5 million
Montello Wealth Management 5/5 Stars $55.0 million 362 1 $151,933
Naples Global Advisors 5/5 Stars $1.2 billion 229 13 $5.4 million
Naples Money Management 5/5 Stars $145.5 million 133 3 $1.1 million
Noesis Capital Management Corp 5/5 Stars $509.8 million 300 8 $1.7 million
NRW Asset Management 5/5 Stars $6.3 million 9 2 $701,305
Oncenter Financial Advisors 5/5 Stars $31.3 million 23 1 $1.4 million
Passage Global Capital Management 5/5 Stars $59.5 million 70 2 $850,136
Payne Capital Management 5/5 Stars $895.0 million 1,023 9 $874,906
Personal Asset Management 5/5 Stars $27.0 million 45 1 $600,000
Prince Asset Management 5/5 Stars $95.2 million 173 2 $550,288
Princeton Asset Management 5/5 Stars $62.9 million 77 2 $816,558
Private Wealth Group 5/5 Stars $227.1 million 199 2 $1.1 million
Rall Capital Management 5/5 Stars $85.9 million 160 2 $536,787
Rariden Investment Advisors 5/5 Stars $7.6 million 84 1 $90,665
Red Hills Capital 5/5 Stars $31.7 million 48 2 $660,416
RFM Investment Advisor 5/5 Stars $8.3 million 53 1 $156,785
Riverwood Capital Advisors 5/5 Stars $21.6 million 54 1 $400,000
RW Wealth 5/5 Stars $55.8 million 127 3 $439,167
Schulmerich & Associates Asset Management 5/5 Stars $115.0 million 314 2 $366,242
Seven Hills Financial 5/5 Stars $95.5 million 250 4 $382,001
Sigma Investment Counselors 5/5 Stars $1.5 billion 759 8 $2.0 million
Signet Financial Management 5/5 Stars $839.7 million 725 15 $1.2 million
Slavic Mutual Funds Management Corp 5/5 Stars $4.1 billion 879 13 $4.7 million
Sterling Newton 5/5 Stars $17.2 million 23 1 $749,478
Stillblue Financial Partners 5/5 Stars $74.2 million 211 2 $351,728
Strategic Asset Management Group Advisors 5/5 Stars $330.5 million 132 3 $2.5 million
Sutton Wealth Advisors 5/5 Stars $392.7 million 287 2 $1.4 million
Syntax Research 5/5 Stars $156.4 million 123 1 $1.3 million
The Retirement Readiness Institute 5/5 Stars $21.1 million 31 1 $681,084
Thomas J. Herzfeld Advisors 5/5 Stars $640.0 million 301 4 $2.1 million
Tiedemann & Associates Investment Advisors 5/5 Stars $40.7 million 32 1 $1.3 million
Turner Financial Group 5/5 Stars $102.1 million 403 2 $253,375
WE Family Offices 5/5 Stars $12.1 billion 106 30 $113.7 million
Wealthquest Corporation 5/5 Stars $1.5 billion 1,491 12 $1.0 million
Wiggin Financial Services 5/5 Stars $11.3 million 36 1 $313,269
Williams Wealth Management Group 5/5 Stars $108.6 million 455 2 $238,659

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