Best Financial Advisor Firms Florida 2023

investor.com

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 5/5 Stars $415.4 million 366 4 $1.1 million
Alterity Financial Group 5/5 Stars $119.4 million 263 5 $453,833
Andersen 5/5 Stars $4.2 billion 411 9 $10.3 million
Arbogast Financial Advisors 5/5 Stars $36.7 million 69 1 $531,681
Arbor Capital Management Corp 5/5 Stars $942.3 million 279 3 $3.4 million
Asset Planning Corporation 5/5 Stars $100.4 million 198 3 $507,299
Aviance Capital Partners 5/5 Stars $605.5 million 321 7 $1.9 million
Ballentine Partners 5/5 Stars $9.3 billion 294 74 $31.6 million
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
Blue Ocean Capital 5/5 Stars $456.8 million 168 4 $2.7 million
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
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
Capital Strategies Investment Group 5/5 Stars $17.3 billion 331 6 $52.2 million
Carpenter, Claydon Advisors 5/5 Stars $210.0 million 158 1 $1.3 million
Caruso and Company, P.A., Certified Public Accountants 5/5 Stars $52.8 million 120 1 $440,203
Castle Financial & Retirement Planning Associates 5/5 Stars $97.0 million 148 1 $655,592
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
Ciccarelli Advisory Services 5/5 Stars $1.0 billion 3,221 11 $323,665
Concise Capital Management 5/5 Stars $465.4 million 4 5 $116.4 million
Concord Advisory Group 5/5 Stars $32.8 billion 185 13 $177.4 million
Conrad Siegel Investment Advisors 5/5 Stars $7.0 billion 435 25 $16.1 million
Consolidated Planning Corporation 5/5 Stars $1.6 billion 904 9 $1.8 million
Core Wealth Advisors 5/5 Stars $411.9 million 486 6 $847,631
Cortland Associates 5/5 Stars $729.0 million 409 2 $1.8 million
Coyle Financial Counsel 5/5 Stars $729.2 million 415 8 $1.8 million
CPA Group Investment Management 5/5 Stars $30.6 million 38 3 $805,263
Cypress Capital Group 5/5 Stars $150.1 million 63 5 $2.4 million
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
Dorman Financial Management, P.A 5/5 Stars $143.2 million 315 3 $454,684
Doubleline Alternatives 5/5 Stars $4.7 billion 9 9 $520.1 million
Eisneramper Wealth Management & Corporate Benefits 5/5 Stars $1.3 billion 694 18 $1.9 million
Elwood & Goetz 5/5 Stars $564.5 million 558 13 $1.0 million
Estabrook Capital Management 5/5 Stars $761.4 million 828 6 $919,525
EUROCAPITAL Advisors 5/5 Stars $103.3 million 12 2 $8.6 million
Everest Financial Advisors 5/5 Stars $29.2 million 263 3 $111,172
Farmand Investment Services 5/5 Stars $35.4 million 29 1 $1.2 million
Financial Services Advisory 5/5 Stars $707.8 million 774 9 $914,460
Finley Wealth Advisors 5/5 Stars $62.9 million 52 2 $1.2 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
Freedom Financial & Business Planning 5/5 Stars $0.0 90 1 $0.0
Fund Advisors of America 5/5 Stars $101.3 million 285 3 $355,541
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Holly Donaldson Financial Planning 5/5 Stars $0.0 55 1 $0.0
Index Portfolio Advisors 5/5 Stars $9.2 million 41 1 $223,597
Interactive Financial Advisors 5/5 Stars $278.3 million 2,382 37 $116,822
Investment Advisory Professionals 5/5 Stars $259.6 million 148 3 $1.8 million
Jackson Wealth Management 5/5 Stars $692.1 million 650 6 $1.1 million
JMG Financial Group 5/5 Stars $4.5 billion 1,454 38 $3.1 million
Kenneth Frenke & Co 5/5 Stars $153.2 million 247 3 $620,249
Lang Asset Management 5/5 Stars $21.0 million 55 1 $381,818
Legacy Financial Advisors 5/5 Stars $987.6 million 981 10 $1.0 million
LVZ Advisors 5/5 Stars $808.4 million 2,522 14 $320,550
Macke Financial Advisory Group 5/5 Stars $136.4 million 110 2 $1.2 million
Madden Advisory Services 5/5 Stars $177.9 million 279 2 $637,801
Mainstay Capital Management 5/5 Stars $3.4 billion 3,762 14 $913,699
Mill Creek Capital Advisors 5/5 Stars $7.9 billion 425 24 $18.5 million
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
Moisand Fitzgerald Tamayo 5/5 Stars $901.4 million 796 8 $1.1 million
NAMCOA 5/5 Stars $236.0 million 213 14 $1.1 million
Naples Money Management 5/5 Stars $145.5 million 133 3 $1.1 million
NestEggs 5/5 Stars $339.9 million 400 7 $849,651
Noesis Capital Management Corp 5/5 Stars $509.8 million 300 8 $1.7 million
Northstar Financial Planners 5/5 Stars $207.0 million 334 6 $619,696
Palisades Hudson Asset Management 5/5 Stars $1.4 billion 153 9 $9.0 million
Parsons Capital Management 5/5 Stars $1.7 billion 713 12 $2.4 million
Peninsula Asset Management 5/5 Stars $246.4 million 198 2 $1.2 million
Perigon Wealth Management 5/5 Stars $4.8 billion 3,498 61 $1.4 million
Plancorp 5/5 Stars $5.5 billion 1,597 36 $3.5 million
Planning Alternatives 5/5 Stars $1.0 billion 665 9 $1.5 million
Potomac Fund Management 5/5 Stars $599.6 million 1,322 9 $453,553
Red Hills Capital 5/5 Stars $31.7 million 48 2 $660,416
Regatta Research & Money Management 5/5 Stars $153.3 million 1,413 1 $108,492
Reilly, Fisher & Solomon Investment Advisors 5/5 Stars $0.0 25 2 $0.0
Resource Consulting Group 5/5 Stars $2.3 billion 597 16 $3.9 million
Rezny Wealth Management 5/5 Stars $268.3 million 262 2 $1.0 million
River Capital Advisors, LC 5/5 Stars $254.1 million 252 4 $1.0 million
Riverplace Capital Management 5/5 Stars $180.9 million 280 4 $645,989
SAX Wealth Advisors 5/5 Stars $1.3 billion 826 13 $1.6 million
Sigma Investment Counselors 5/5 Stars $1.5 billion 759 8 $2.0 million
Slavic Mutual Funds Management Corp 5/5 Stars $4.1 billion 879 13 $4.7 million
Spraker West Wealth Management 5/5 Stars $196.4 million 112 4 $1.8 million
Strategic Asset Management Group Advisors 5/5 Stars $330.5 million 132 3 $2.5 million
Suncoast Equity Management 5/5 Stars $840.6 million 753 11 $1.1 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
Tobias Financial Advisors 5/5 Stars $641.0 million 313 7 $2.0 million
Treasure Coast Financial Planning 5/5 Stars $172.4 million 253 2 $681,446
Uhler and Vertich Financial Planners 5/5 Stars $258.7 million 205 4 $1.3 million
Van Leeuwen & Company 5/5 Stars $274.5 million 238 4 $1.2 million
Waller Financial Planning Group 5/5 Stars $507.2 million 537 6 $944,426
WE Family Offices 5/5 Stars $12.1 billion 96 30 $125.6 million
Williams Wealth Management Group 5/5 Stars $108.6 million 455 2 $238,659
Zhang Financial 5/5 Stars $4.5 billion 1,781 16 $2.5 million

More Top Firms by State

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, investing, retirement planning, and more.


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