Browse all advisors in Florida

Every advisor below is licensed to work with clients in Florida. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find Florida advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
29,254
Executive
18,262
Wealth management
15,396
Retired
14,847
Tax-loss harvesting
13,896
Active portfolio management
8,846
Retirement plans for business owners (SEP, solo 401k)
7,543
General retirement planning
7,526
Retirement income strategy
7,258
Mid-Career Professionals
4,946
Options & derivatives strategies
4,774
Private / alternative investments
4,679
General estate planning guidance
4,646
College savings (529s, UTMA, etc.)
4,465
Approaching retirement
4,448
Cash flow / budgeting
4,404
ESG / Sustainable investing
4,251
HENRY (High Earners, Not Rich Yet)
4,164
Annuities
3,820
Income planning
3,104
Charitable giving & philanthropy
2,941
Business exit / sale strategy
2,855
Passive / index investing
2,847
Concentrated stock management
2,446
Social Security optimization
2,112
Equity compensation tax strategy
1,838
Real estate investing
1,828
Self-Employed
1,722
Business succession planning
1,621
Retirement withdrawal strategies
1,609
Multi-generational wealth transfer
1,137
Divorce financial planning
1,110
Business ownership considerations
920
Attorney
914
General tax planning
656
Planning for children with special needs
613
Multi-state taxation
549
Technology Professional
543
Consultant
539
Financial Professional
536
Women Professionals
443
Married/Couples/Partners
406
Established Professionals
367
Divorced
348
Long-term care insurance
340
Debt management
335
Parents
305
Tax strategies for small businesses
251
Values-based investing
218
Educators, Teachers, and Academics
179
Doctor or Medical Professional
177
Family Business
175
Factor investing / smart beta
163
Life insurance needs analysis
163
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
143
Women's Finance
138
Business sale tax planning
127
Charitable giving tax strategies
125
Military & Veterans
116
LGBTQIA
104
Roth conversion strategy
99
Retired
98
Intergenerational Families
90
Liquidity event planning
83
Young Professionals
82
Young Families
80
Medicare planning
79
Religious/faith focused
68
Business Financial Management
67
Equity Recipients (RS/RSU, SOP, ESPP)
67
Professional Athlete
67
Dentist
53
Disability insurance
40
Early retirement planning
38
Inheritance planning
38
Elder care planning
36
Stock option exercise strategy
36
Trust structures (GRAT, IDGT, revocable)
32
Cross-border / expatriate tax planning
31
Women Business Owners
31
Exec comp design
29
Hispanic/Latino/Latinx
24
Widow/Widower
24
Government Employee
23
Immigrants
21
Entertainment Industry
18
Expats
18
Startup equity planning
18
10b5-1 plan design
13
Christian Faith Based
12
Airline Pilot
11
Dual Income Family
11
Home buying
11
Real Estate Professional
11
Newlywed/Engaged
9
Public Service Employee
9
Sandwich Generation
9
Engineering Professional
8
Entity structure planning (LLC, S-Corp)
7
FIRE (Financial Independence Retire Early)
7
Cross-border & expatriate issues
6
Single Women
5
Student loan debt
5
University Employee
4
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