Browse all Independent advisors in Florida

Every advisor below is licensed to work with clients in Florida. Narrow by specialty to find someone who focuses on your situation.

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	4,915
Wealth management	4,163
Options & derivatives strategies	3,450
Private / alternative investments	2,841
Executive	2,595
Active portfolio management	2,563
Retirement plans for business owners (SEP, solo 401k)	2,518
Retirement income strategy	2,000
Retired	1,955
Tax-loss harvesting	1,587
General retirement planning	1,479
Concentrated stock management	1,248
College savings (529s, UTMA, etc.)	1,221
Annuities	1,169
Real estate investing	1,050
Cash flow / budgeting	934
Passive / index investing	871
Income planning	797
ESG / Sustainable investing	729
Charitable giving & philanthropy	632
General estate planning guidance	600
General tax planning	599
Business exit / sale strategy	598
Business succession planning	418
Business ownership considerations	356
Approaching retirement	314
Equity compensation tax strategy	307
Retirement withdrawal strategies	275
Long-term care insurance	265
Mid-Career Professionals	245
Tax strategies for small businesses	215
HENRY (High Earners, Not Rich Yet)	197
Social Security optimization	181
Debt management	175
Life insurance needs analysis	139
Charitable giving tax strategies	120
Business sale tax planning	101
Factor investing / smart beta	95
Self-Employed	95
Established Professionals	92
Roth conversion strategy	91
Divorce financial planning	88
Doctor or Medical Professional	86
Family Business	78
Educators, Teachers, and Academics	68
Values-based investing	64
Medicare planning	59
Young Professionals	55
Married/Couples/Partners	51
Religious/faith focused	48
Financial Professional	46
Women Professionals	46
Attorney	41
Disability insurance	40
Retired	38
Planning for children with special needs	37
Multi-generational wealth transfer	33
Professional Athlete	31
Equity Recipients (RS/RSU, SOP, ESPP)	30
Early retirement planning	24
Young Families	24
Stock option exercise strategy	22
Business Financial Management	21
Military & Veterans	21
Liquidity event planning	20
Trust structures (GRAT, IDGT, revocable)	19
Expats	18
Parents	17
Immigrants	14
Cross-border / expatriate tax planning	12
Elder care planning	12
Government Employee	12
Christian Faith Based	11
Widow/Widower	9
Technology Professional	8
Airline Pilot	7
Cross-border & expatriate issues	6
Entity structure planning (LLC, S-Corp)	6
FIRE (Financial Independence Retire Early)	6
Dentist	5
Divorced	5
Exec comp design	5
Real Estate Professional	5
Single Women	5
Student loan debt	5
Sandwich Generation	4
University Employee	4
Dual Income Family	3
Women's Finance	3

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support