Browse all High-net-worth 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	7,247
Executive	4,550
Retired	2,457
Cash flow / budgeting	2,268
Tax-loss harvesting	2,012
Approaching retirement	1,952
Options & derivatives strategies	1,934
General retirement planning	1,806
ESG / Sustainable investing	1,784
Private / alternative investments	1,601
Mid-Career Professionals	1,598
Active portfolio management	1,569
Equity compensation tax strategy	1,534
Wealth management	1,317
Concentrated stock management	1,145
Retirement plans for business owners (SEP, solo 401k)	843
Business exit / sale strategy	826
Retirement income strategy	753
Divorce financial planning	566
Attorney	543
Technology Professional	529
Real estate investing	526
Social Security optimization	401
Charitable giving & philanthropy	301
Passive / index investing	275
College savings (529s, UTMA, etc.)	235
General tax planning	212
General estate planning guidance	187
Established Professionals	176
Income planning	148
Business ownership considerations	127
Annuities	118
Business succession planning	100
Values-based investing	99
Family Business	70
Debt management	65
Long-term care insurance	63
Women Professionals	61
Tax strategies for small businesses	57
HENRY (High Earners, Not Rich Yet)	54
Business sale tax planning	50
Educators, Teachers, and Academics	49
Retirement withdrawal strategies	45
Dentist	43
Doctor or Medical Professional	31
Factor investing / smart beta	25
Multi-generational wealth transfer	22
Roth conversion strategy	22
Professional Athlete	21
Young Professionals	21
Medicare planning	19
Charitable giving tax strategies	15
Financial Professional	15
Life insurance needs analysis	14
Retired	13
Stock option exercise strategy	13
Immigrants	11
Parents	10
Business Financial Management	7
Trust structures (GRAT, IDGT, revocable)	7
Cross-border & expatriate issues	5
Airline Pilot	4
Military & Veterans	4
Widow/Widower	4
Divorced	3

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