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 |
|
$75.8 million | 233 | 2 | $325,289 |
| Alhambra Investment Management |
|
$238.3 million | 224 | 6 | $1.1 million |
| Anchor Financial Services, CPA, PA |
|
$7.0 million | 15 | 1 | $466,948 |
| Arbogast Financial Advisors |
|
$36.7 million | 69 | 1 | $531,681 |
| Asset Planning Corporation |
|
$100.4 million | 198 | 3 | $507,299 |
| Aureus Wealth Management |
|
$1.6 million | 6 | 1 | $262,691 |
| Baron Financial Group |
|
$300.7 million | 318 | 4 | $945,445 |
| Bayshore Wealth Advisors |
|
$518.3 million | 115 | 3 | $4.5 million |
| Belleair Wealth Management |
|
$60.5 million | 151 | 3 | $400,359 |
| BMR Global Wealth Management Group |
|
$987,478 | 4 | 1 | $246,869 |
| 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 |
| CAP Strat |
|
$17.3 billion | 331 | 6 | $52.2 million |
| Carrington Financial Planning |
|
$11.8 million | 20 | 1 | $591,600 |
| Caruso and Company, P.A., Certified Public Accountants |
|
$52.8 million | 120 | 1 | $440,203 |
| Castle Wealth Management |
|
$354.2 million | 195 | 8 | $1.8 million |
| Chandler Asset Management |
|
$28.6 billion | 863 | 17 | $33.2 million |
| Charles D. Hyman & Company |
|
$2.0 billion | 996 | 2 | $2.0 million |
| Ciccarelli Advisory Services |
|
$1.1 billion | 2,738 | 11 | $419,448 |
| Colbert Investment Management CO |
|
$224.1 million | 159 | 2 | $1.4 million |
| Conrad Siegel Investment Advisors |
|
$7.8 billion | 473 | 21 | $16.4 million |
| Cortland Associates |
|
$729.0 million | 409 | 2 | $1.8 million |
| CPA Group Investment Management |
|
$30.6 million | 38 | 3 | $805,263 |
| CPA Investment Solutions |
|
$42.8 million | 57 | 1 | $751,583 |
| Crossplan Money Management |
|
$49.1 million | 168 | 2 | $292,050 |
| CS Advisors |
|
$89.6 million | 82 | 3 | $1.1 million |
| Cubic Advisors |
|
$44.0 million | 93 | 2 | $473,129 |
| D2 Capital Management |
|
$19.6 million | 95 | 2 | $206,517 |
| Dale K. Ehrhart |
|
$605.0 million | 132 | 2 | $4.6 million |
| Davis Capital Management |
|
$181.8 million | 197 | 4 | $922,842 |
| Disciplined Equity Management |
|
$318.4 million | 224 | 3 | $1.4 million |
| DJP Wealth Management |
|
$66.0 million | 44 | 1 | $1.5 million |
| Dreggors, Rigsby & Teal, PA |
|
$69.0 million | 144 | 3 | $478,937 |
| East Coast Wealth Management |
|
$96.4 million | 135 | 2 | $714,159 |
| Estabrook Capital Management |
|
$761.4 million | 828 | 6 | $919,525 |
| Everest Financial Advisors |
|
$29.2 million | 263 | 3 | $111,172 |
| Finley Wealth Advisors |
|
$71.1 million | 58 | 2 | $1.2 million |
| FIR Tree Partners |
|
$3.7 billion | 18 | 11 | $203.7 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 |
| Fund Advisors of America |
|
$101.3 million | 285 | 3 | $355,541 |
| Future Financial Partners |
|
$61.1 million | 401 | 2 | $152,311 |
| Globalinvest Financial Services |
|
$16.2 million | 50 | 1 | $323,379 |
| Guiry Capital Management |
|
$243.2 million | 35 | 2 | $6.9 million |
| Harvey & Companies |
|
$11.2 million | 43 | 1 | $260,853 |
| Harvey Capital Management |
|
$369.1 million | 177 | 3 | $2.1 million |
| Howland AND Associates |
|
$80.3 million | 118 | 4 | $680,428 |
| Jackson Wealth Management |
|
$692.1 million | 650 | 6 | $1.1 million |
| JB Meridian Advisors |
|
$26.5 million | 180 | 3 | $147,245 |
| Kenneth Frenke & Co |
|
$153.2 million | 247 | 3 | $620,249 |
| Kris Lewicki & Associates |
|
$68.0 million | 53 | 2 | $1.3 million |
| Lang Asset Management |
|
$21.0 million | 55 | 1 | $381,818 |
| Livingston Financial Planning |
|
$19.1 million | 36 | 1 | $531,096 |
| Longview |
|
$17.3 million | 63 | 1 | $275,097 |
| Loyola Asset Management |
|
$129.0 million | 61 | 3 | $2.1 million |
| Lyons Investment Management |
|
$70.6 million | 38 | 1 | $1.9 million |
| Madden Advisory Services |
|
$177.9 million | 279 | 2 | $637,801 |
| MD Investment Advisors |
|
$31.0 million | 290 | 2 | $106,785 |
| MFM Capital Management |
|
$7.6 million | 48 | 1 | $157,520 |
| Miller, Gesko & Company |
|
$141.4 million | 83 | 2 | $1.7 million |
| Moisand Fitzgerald Tamayo |
|
$901.4 million | 796 | 8 | $1.1 million |
| Monarch Asset Management |
|
$60.0 million | 39 | 1 | $1.5 million |
| Montello Wealth Management |
|
$55.0 million | 362 | 1 | $151,933 |
| Naples Global Advisors |
|
$1.2 billion | 229 | 13 | $5.4 million |
| Naples Money Management |
|
$145.5 million | 133 | 3 | $1.1 million |
| Noesis Capital Management Corp |
|
$509.8 million | 300 | 8 | $1.7 million |
| NRW Asset Management |
|
$6.3 million | 9 | 2 | $701,305 |
| Oncenter Financial Advisors |
|
$31.3 million | 23 | 1 | $1.4 million |
| Passage Global Capital Management |
|
$59.5 million | 70 | 2 | $850,136 |
| Payne Capital Management |
|
$895.0 million | 1,023 | 9 | $874,906 |
| Personal Asset Management |
|
$27.0 million | 45 | 1 | $600,000 |
| Prince Asset Management |
|
$95.2 million | 173 | 2 | $550,288 |
| Princeton Asset Management |
|
$62.9 million | 77 | 2 | $816,558 |
| Private Wealth Group |
|
$227.1 million | 199 | 2 | $1.1 million |
| Rall Capital Management |
|
$85.9 million | 160 | 2 | $536,787 |
| Rariden Investment Advisors |
|
$7.6 million | 84 | 1 | $90,665 |
| Red Hills Capital |
|
$31.7 million | 48 | 2 | $660,416 |
| RFM Investment Advisor |
|
$8.3 million | 53 | 1 | $156,785 |
| Riverwood Capital Advisors |
|
$21.6 million | 54 | 1 | $400,000 |
| RW Wealth |
|
$55.8 million | 127 | 3 | $439,167 |
| Schulmerich & Associates Asset Management |
|
$115.0 million | 314 | 2 | $366,242 |
| Seven Hills Financial |
|
$95.5 million | 250 | 4 | $382,001 |
| Sigma Investment Counselors |
|
$1.5 billion | 759 | 8 | $2.0 million |
| Signet Financial Management |
|
$839.7 million | 725 | 15 | $1.2 million |
| Slavic Mutual Funds Management Corp |
|
$4.1 billion | 879 | 13 | $4.7 million |
| Sterling Newton |
|
$17.2 million | 23 | 1 | $749,478 |
| Stillblue Financial Partners |
|
$74.2 million | 211 | 2 | $351,728 |
| Strategic Asset Management Group Advisors |
|
$330.5 million | 132 | 3 | $2.5 million |
| Sutton Wealth Advisors |
|
$392.7 million | 287 | 2 | $1.4 million |
| Syntax Research |
|
$156.4 million | 123 | 1 | $1.3 million |
| The Retirement Readiness Institute |
|
$21.1 million | 31 | 1 | $681,084 |
| Thomas J. Herzfeld Advisors |
|
$640.0 million | 301 | 4 | $2.1 million |
| Tiedemann & Associates Investment Advisors |
|
$40.7 million | 32 | 1 | $1.3 million |
| Turner Financial Group |
|
$102.1 million | 403 | 2 | $253,375 |
| WE Family Offices |
|
$12.1 billion | 106 | 30 | $113.7 million |
| Wealthquest Corporation |
|
$1.5 billion | 1,491 | 12 | $1.0 million |
| Wiggin Financial Services |
|
$11.3 million | 36 | 1 | $313,269 |
| Williams Wealth Management Group |
|
$108.6 million | 455 | 2 | $238,659 |
More Top Firms by State
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
investor.com
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.