Ways to browse advisors serving Florida

Pick a specialty or descriptor to browse more advisors serving Florida.

By how they work

Type	Advisors
Large-firm	34,302
Flat-fee	22,249
Seasoned	18,859
Independent	11,306
CFP®-certified	6,814

By who they serve

Type	Advisors
High-net-worth	8,829
Baby Boomer	499
Gen X	27
Millennial	27

Browse by city

Find advisors near a specific metro area in Florida.

City	Advisors
Miami Beach, FL	5,969
Miami, FL	5,927
Doral, FL	5,746
Tampa, FL	5,330
St. Petersburg, FL	5,065
Pinellas Park, FL	4,928
Clearwater, FL	4,896
Largo, FL	4,814
Boca Raton, FL	4,765
Kendall, FL	4,705
Pompano Beach, FL	4,567
Fort Lauderdale, FL	4,566
Deerfield Beach, FL	4,531
Delray Beach, FL	4,505
Sunrise, FL	4,486
Key Largo, FL	4,240
Jacksonville, FL	3,574
Orlando, FL	2,803
West Palm Beach, FL	2,694
Sanford, FL	2,647
Palm Beach Gardens, FL	2,577
Jupiter, FL	2,461
Bradenton, FL	2,417
Kissimmee, FL	2,385
Lakewood Ranch, FL	1,989
Deltona, FL	1,935
Sarasota, FL	1,919
Naples, FL	1,858
Venice, FL	1,700
Marco Island, FL	1,477
Cape Coral, FL	1,191
Fort Myers, FL	1,116
Okeechobee, FL	985
DeLand, FL	744
North Port, FL	652
Port St. Lucie, FL	611
Punta Gorda, FL	593
The Villages, FL	583
Melbourne, FL	554
Sebastian, FL	530
Lakeland, FL	484
Ormond Beach, FL	470
Palm Bay, FL	470
Ocala, FL	467
Wildwood, FL	467
Daytona Beach, FL	457
Brent, FL	426
Winter Haven, FL	415
Pensacola, FL	409
Ferry Pass, FL	408
West Vero Corridor, FL	352
Vero Beach, FL	351
Titusville, FL	312
Clewiston, FL	283
Destin, FL	253
Fort Walton Beach, FL	252
Tallahassee, FL	249
Gainesville, FL	220
Arcadia, FL	184
Panama City Beach, FL	169
Homosassa Springs, FL	152
Sebring, FL	101
Panama City, FL	94
Crestview, FL	91
Key West, FL	45
Palatka, FL	37
Lake City, FL	32

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	29,355
Executive	18,363
Wealth management	15,552
Retired	14,873
Tax-loss harvesting	13,968
Active portfolio management	8,862
Retirement plans for business owners (SEP, solo 401k)	7,555
General retirement planning	7,491
Retirement income strategy	7,330
General estate planning guidance	5,786
Mid-Career Professionals	4,944
Passive / index investing	4,931
Private / alternative investments	4,850
Options & derivatives strategies	4,789
College savings (529s, UTMA, etc.)	4,462
Approaching retirement	4,439
Cash flow / budgeting	4,378
HENRY (High Earners, Not Rich Yet)	4,327
ESG / Sustainable investing	4,255
Annuities	3,819
Income planning	3,110
Charitable giving & philanthropy	2,925
Business exit / sale strategy	2,863
Concentrated stock management	2,447
Social Security optimization	2,097
Equity compensation tax strategy	1,830
Real estate investing	1,829
Self-Employed	1,724
Retirement withdrawal strategies	1,629
Business succession planning	1,622
Multi-generational wealth transfer	1,138
Divorce financial planning	1,107
Business ownership considerations	976
Attorney	915
General tax planning	675
Planning for children with special needs	610
Technology Professional	550
Multi-state taxation	549
Consultant	540
Financial Professional	540
Established Professionals	538
Women Professionals	446
Married/Couples/Partners	408
Divorced	349
Long-term care insurance	336
Debt management	335
Parents	307
Tax strategies for small businesses	259
Values-based investing	217
Educators, Teachers, and Academics	178
Doctor or Medical Professional	175
Family Business	174
Life insurance needs analysis	166
Factor investing / smart beta	162
Women's Finance	157
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	142
Business sale tax planning	128
Charitable giving tax strategies	125
Military & Veterans	116
Roth conversion strategy	106
LGBTQIA	104
Retired	98
Intergenerational Families	92
Liquidity event planning	82
Young Professionals	81
Young Families	80
Medicare planning	79
Business Financial Management	68
Religious/faith focused	68
Equity Recipients (RS/RSU, SOP, ESPP)	67
Professional Athlete	66
Dentist	54
Early retirement planning	39
Inheritance planning	39
Elder care planning	36
Stock option exercise strategy	36
Trust structures (GRAT, IDGT, revocable)	32
Cross-border / expatriate tax planning	30
Expats	30
Women Business Owners	30
Disability insurance	29
Government Employee	25
Hispanic/Latino/Latinx	24
Widow/Widower	24
Exec comp design	22
Immigrants	20
Startup equity planning	19
Entertainment Industry	18
Entity structure planning (LLC, S-Corp)	15
10b5-1 plan design	13
Christian Faith Based	12
Dual Income Family	11
Home buying	11
Real Estate Professional	11
Airline Pilot	10
Engineering Professional	9
Newlywed/Engaged	9
Public Service Employee	9
Sandwich Generation	8
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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