Browse all Large-firm 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	24,339
Executive	15,667
Retired	12,892
Tax-loss harvesting	12,309
Wealth management	11,233
Active portfolio management	6,283
General retirement planning	6,047
Retirement income strategy	5,258
Retirement plans for business owners (SEP, solo 401k)	5,025
Mid-Career Professionals	4,701
Approaching retirement	4,134
General estate planning guidance	4,046
HENRY (High Earners, Not Rich Yet)	3,967
ESG / Sustainable investing	3,522
Cash flow / budgeting	3,470
College savings (529s, UTMA, etc.)	3,244
Annuities	2,651
Charitable giving & philanthropy	2,309
Income planning	2,307
Business exit / sale strategy	2,257
Passive / index investing	1,976
Social Security optimization	1,931
Private / alternative investments	1,838
Self-Employed	1,627
Equity compensation tax strategy	1,531
Retirement withdrawal strategies	1,334
Options & derivatives strategies	1,324
Business succession planning	1,203
Concentrated stock management	1,198
Multi-generational wealth transfer	1,104
Divorce financial planning	1,022
Attorney	873
Real estate investing	778
Planning for children with special needs	576
Business ownership considerations	564
Consultant	537
Technology Professional	535
Financial Professional	490
Women Professionals	397
Married/Couples/Partners	355
Divorced	343
Parents	288
Established Professionals	275
Values-based investing	154
Women's Finance	135
Educators, Teachers, and Academics	111
LGBTQIA	102
Family Business	97
Military & Veterans	95
Doctor or Medical Professional	91
Intergenerational Families	89
Long-term care insurance	75
Liquidity event planning	63
Retired	60
General tax planning	57
Young Families	56
Business Financial Management	46
Inheritance planning	38
Equity Recipients (RS/RSU, SOP, ESPP)	37
Professional Athlete	36
Tax strategies for small businesses	36
Young Professionals	27
Exec comp design	24
Life insurance needs analysis	24
Startup equity planning	18
Early retirement planning	14
Stock option exercise strategy	14
10b5-1 plan design	13
Trust structures (GRAT, IDGT, revocable)	13
Roth conversion strategy	8
Airline Pilot	4

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