Best Financial Advisor Firms Florida 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Florida.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Florida are as followed:

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
Advanced Asset Management Advisors 5/5 Stars $799.3 million 353 3 $2.3 million
Advantage Investing 5/5 Stars $70.4 million 247 2 $285,013
Andco Consulting 5/5 Stars $526.2 million 15 4 $35.1 million
Arbogast Financial Advisors 5/5 Stars $43.3 million 68 1 $637,124
Arbor Capital Management Corp 5/5 Stars $1.1 billion 279 3 $3.9 million
Asset Planning Corporation 5/5 Stars $120.9 million 160 4 $755,331
Baron Financial Group 5/5 Stars $347.0 million 329 4 $1.1 million
Brownson, Rehmus & Foxworth 5/5 Stars $4.3 billion 226 16 $19.0 million
Camarda Wealth Advisory Group 5/5 Stars $263.5 million 407 9 $647,456
Campbell & Associates 5/5 Stars $8.8 million 14 2 $628,924
Canty Financial Management 5/5 Stars $152.2 million 395 4 $385,380
Capital Strategies Investment Group 5/5 Stars $20.4 billion 333 6 $61.2 million
Carpenter, Claydon Advisors 5/5 Stars $203.0 million 114 1 $1.8 million
Caruso and Company, P.A., Certified Public Accountants 5/5 Stars $48.4 million 118 1 $409,762
Castle Financial & Retirement Planning Associates 5/5 Stars $108.7 million 164 1 $662,901
Certified Advisory Corp logoCertified Advisory Corp 5/5 Stars $2.2 billion 2,179 20 $999,929
Chandler Asset Management 5/5 Stars $25.8 billion 897 16 $28.7 million
Ciccarelli Advisory Services 5/5 Stars $1.0 billion 3,221 11 $323,665
Collaborative Wealth 5/5 Stars $450.8 million 802 11 $562,132
Concise Capital Management 5/5 Stars $370.6 million 4 5 $92.7 million
Concord Advisory Group 5/5 Stars $45.4 billion 172 13 $264.0 million
Confluence Financial Partners 5/5 Stars $2.5 billion 2,084 25 $1.2 million
Consolidated Planning Corporation 5/5 Stars $1.2 billion 849 8 $1.4 million
Cortland Associates 5/5 Stars $1.0 billion 403 2 $2.5 million
Coyle Financial Counsel 5/5 Stars $855.4 million 427 9 $2.0 million
CPA Group Investment Management 5/5 Stars $37.3 million 39 3 $956,410
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Cubic Advisors 5/5 Stars $52.6 million 100 2 $526,183
Cypress Capital Group 5/5 Stars $191.0 million 59 6 $3.2 million
Dale K. Ehrhart 5/5 Stars $672.8 million 130 2 $5.2 million
Davis Capital Management 5/5 Stars $166.5 million 140 4 $1.2 million
Dorman Financial Management, P.A 5/5 Stars $161.2 million 318 3 $507,055
Doyle Wealth Management 5/5 Stars $1.6 billion 995 12 $1.6 million
Eisneramper Wealth Management & Corporate Benefits 5/5 Stars $720.1 million 449 10 $1.6 million
Elwood & Goetz 5/5 Stars $558.5 million 497 12 $1.1 million
Everest Financial Advisors 5/5 Stars $26.9 million 300 3 $89,740
Farmand Investment Services 5/5 Stars $35.4 million 29 1 $1.2 million
Fifth Avenue Family Office 5/5 Stars $337.3 million 12 3 $28.1 million
Financial Services Advisory 5/5 Stars $842.9 million 790 8 $1.1 million
Finley Wealth Advisors 5/5 Stars $62.9 million 52 2 $1.2 million
Firestone Capital Management 5/5 Stars $645.7 million 320 6 $2.0 million
Firstrust 5/5 Stars $188.0 million 124 5 $1.5 million
Freedom Financial & Business Planning 5/5 Stars $0.0 90 1 $0.0
Greytown Advisors 5/5 Stars $808.7 million 110 8 $7.4 million
Holly Donaldson Financial Planning 5/5 Stars $0.0 65 1 $0.0
Index Portfolio Advisors 5/5 Stars $9.2 million 41 1 $223,597
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
Investment Advisory Professionals 5/5 Stars $272.0 million 138 3 $2.0 million
IQ Retirement Portfolios 5/5 Stars $1.8 million 5 1 $360,000
Jackson Wealth Management 5/5 Stars $805.9 million 867 7 $929,512
JMG Financial Group 5/5 Stars $4.7 billion 1,317 32 $3.6 million
Lang Asset Management 5/5 Stars $21.0 million 55 1 $381,818
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
Legacy Financial Advisors 5/5 Stars $914.7 million 913 12 $1.0 million
Loyola Asset Management 5/5 Stars $200.2 million 79 3 $2.5 million
LVZ Advisors 5/5 Stars $917.5 million 2,463 12 $372,513
Marquis Wealth Management Group 5/5 Stars $348.9 million 232 6 $1.5 million
Maryland Capital Management 5/5 Stars $2.5 billion 1,107 14 $2.2 million
Mill Creek Capital Advisors 5/5 Stars $9.4 billion 414 22 $22.8 million
Modera Wealth Management 5/5 Stars $7.0 billion 2,293 56 $3.0 million
NAMCOA 5/5 Stars $234.5 million 234 13 $1.0 million
NestEggs 5/5 Stars $378.5 million 397 6 $953,524
Noesis Capital Management Corp 5/5 Stars $509.8 million 300 8 $1.7 million
Northstar Financial Planners 5/5 Stars $236.0 million 322 6 $732,936
Omni Wealth Advisors 5/5 Stars $108.2 million 127 2 $851,968
Paragon Wealth Strategies 5/5 Stars $530.0 million 399 8 $1.3 million
Parsons Capital Management 5/5 Stars $1.9 billion 740 12 $2.5 million
Plancorp 5/5 Stars $6.1 billion 1,540 30 $3.9 million
Planning Alternatives 5/5 Stars $1.2 billion 669 9 $1.8 million
Portfolio Solutions 5/5 Stars $1.8 billion 768 10 $2.3 million
Potomac Fund Management 5/5 Stars $353.1 million 1,245 8 $283,622
Red Hills Capital 5/5 Stars $37.8 million 55 2 $687,272
Regatta Research & Money Management 5/5 Stars $168.1 million 562 1 $299,035
Reilly, Fisher & Solomon Investment Advisors 5/5 Stars $0.0 25 2 $0.0
Resource Consulting Group 5/5 Stars $2.6 billion 589 14 $4.5 million
Rezny Wealth Management 5/5 Stars $327.0 million 253 2 $1.3 million
River Capital Advisors, LC 5/5 Stars $266.8 million 223 4 $1.2 million
Riverplace Capital Management 5/5 Stars $201.0 million 280 4 $717,810
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
RW Wealth 5/5 Stars $57.5 million 127 3 $453,039
RWM Asset Management 5/5 Stars $947.7 million 891 12 $1.1 million
SAX Wealth Advisors 5/5 Stars $1.4 billion 775 13 $1.8 million
Seven Hills Financial 5/5 Stars $101.9 million 238 3 $428,037
Sigma Investment Counselors 5/5 Stars $1.7 billion 723 8 $2.3 million
Slavic Mutual Funds Management Corp 5/5 Stars $3.9 billion 835 13 $4.7 million
Spraker West Wealth Management 5/5 Stars $236.4 million 112 4 $2.1 million
Strategic Asset Management Group Advisors 5/5 Stars $359.9 million 130 3 $2.8 million
Suncoast Equity Management 5/5 Stars $1.1 billion 814 7 $1.3 million
Syntax Research 5/5 Stars $192.4 million 130 1 $1.5 million
The Lubitz Financial Group 5/5 Stars $246.9 million 172 4 $1.4 million
Thomas J. Herzfeld Advisors 5/5 Stars $558.7 million 283 4 $2.0 million
Tobias Financial Advisors 5/5 Stars $650.0 million 293 7 $2.2 million
Treasure Coast Financial Planning 5/5 Stars $183.1 million 253 2 $723,712
Uhler and Vertich Financial Planners 5/5 Stars $303.0 million 211 4 $1.4 million
Waller Financial Planning Group 5/5 Stars $593.2 million 533 6 $1.1 million
WE Family Offices 5/5 Stars $13.4 billion 96 32 $139.4 million
Williams Wealth Management Group 5/5 Stars $115.7 million 362 2 $319,475
Young Richard C & CO 5/5 Stars $1.4 billion 759 8 $1.9 million
ZEGA Financial 5/5 Stars $636.4 million 349 7 $1.8 million
Zhang Financial 5/5 Stars $4.8 billion 1,626 15 $2.9 million

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About the Editorial Team

investor.com
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, retirement planning, and more.


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