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Top Financial Advisor Firms in Florida




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 101 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 101 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 June 01, 2020, 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!



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Are you a top firm in Florida? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Amanda Holdsworth for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ARS Wealth Advisors 2003 View Locations
Advisory Alpha 2011 View Locations
Alhambra Investment Management 2006 View Locations
American Asset Management 2002 View Locations
Andco Consulting 2001 View Locations
Andersen 2003 View Locations
Augustine Asset Management 1985 View Locations
Aurum Wealth Management Group 2007 View Locations
Aviance Capital Partners 2008 View Locations
BakerAvenue 2004 View Locations
Ballentine Partners 2010 View Locations
Baron Financial Group 2007 View Locations
Bayshore Wealth Advisors 2007 View Locations
Bell Rock Capital 2006 View Locations
Blue Ocean Capital 2000 View Locations
Camarda Wealth Advisory Group 2002 View Locations
Camden Capital 2004 View Locations
Campbell Capital Management 1988 View Locations
Canty Financial Management 2007 View Locations
Cardinal Point Capital Management 2006 View Locations
Carpenter, Claydon Advisors 2007 View Locations
Castle Wealth Management 2002 View Locations
Colbert Investment Management CO 1997 View Locations
Compass Financial Group 2003 View Locations
Concise Capital Management 2008 View Locations
Concord Advisory Group 1991 View Locations
Conrad Siegel Investment Advisors 2003 View Locations
Cortland Associates 1989 View Locations
Coyle Financial Counsel 1982 View Locations
Disciplined Equity Management 2004 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Douglass Winthrop Advisors 1999 View Locations
Doyle Wealth Management 2005 View Locations
Farr Miller & Washington 1996 View Locations
Fifth Avenue Family Office 2002 View Locations
Finaccess Advisors 2009 View Locations
Financial Freedom 2005 View Locations
Financial Management Concepts 2003 View Locations
Firstrust 1999 View Locations
Frisch Financial Group 2003 View Locations
Fund Advisors of America 2000 View Locations
Global Trust 2008 View Locations
Greenwich Wealth Management 2008 View Locations
Hamilton Capital 1997 View Locations
Heritage Investment Group 2001 View Locations
Holloway Wealth Management 2006 View Locations
Investment Advisory Professionals 1999 View Locations
Investor Solutions 1994 View Locations
JMG Financial Group 1985 View Locations
Karpus Investment Management 1987 View Locations
LOC Investment Advisers 1982 View Locations
Lamco Advisory Services 1991 View Locations
Lassus Wherley 1986 View Locations
Legacy Financial Advisors 2011 View Locations
Macke Financial Advisory Group 2000 View Locations
Maclendon Wealth Management 2011 View Locations
Mainstay Capital Management 2000 View Locations
Marquis Wealth Management Group 2002 View Locations
Maryland Capital Management 2004 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Merit Financial Advisors 2007 View Locations
Mill Creek Capital Advisors 2006 View Locations
Modera Wealth Management 2010 View Locations
Moisand Fitzgerald Tamayo 1998 View Locations
Naples Asset Management Co 2006 View Locations
Naples Global Advisors 2011 View Locations
Noesis Capital Management Corp 1995 View Locations
Nottingham Advisors 1982 View Locations
Palisades Hudson Asset Management 1998 View Locations
Piermont Wealth Management 2002 View Locations
Pinnacle Advisory Group 1993 View Locations
Pinnacle Wealth Planning Services 1996 View Locations
Plancorp 1984 View Locations
Potomac Fund Management 1988 View Locations
Professional Advisory Services 1978 View Locations
Redhawk Wealth Advisors 2008 View Locations
Regatta Research & Money Management 2001 View Locations
Resource Consulting Group 1988 View Locations
River Capital Advisors, LC 2005 View Locations
Rutherford Asset Planning 2003 View Locations
SAX Wealth Advisors 2008 View Locations
Searcy Financial Services 1981 View Locations
Sigma Investment Counselors 1973 View Locations
Signet Financial Management 1988 View Locations
Spraker Wealth Management 2008 View Locations
Strategic Wealth Partners 2011 View Locations
Syntax Research 2012 View Locations
The Mather Group 2011 View Locations
The Pinnacle Financial Group 2012 View Locations
Thomas J. Herzfeld Advisors 1984 View Locations
Tiedemann Advisors 2009 View Locations
Tillman Hartley 1999 View Locations
Tobias Financial Advisors 1989 View Locations
Ullmann Wealth Partners 2002 View Locations
WE Family Offices 2001 View Locations
Warren Averett Asset Management 2001 View Locations
Wealth Care 2006 View Locations
Wescott Financial Advisory Group 1987 View Locations
Yale Capital Corp 2005 View Locations
Young Richard C & CO 1990 View Locations
Zhang Financial 2012 View Locations


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