Top 10 financial advisors in Florida
We’ve curated a list of the best financial advisors in Florida, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$339,079,412,155
Number of advisors
2823 advisors
| $339,079,412,155 | 2823 advisors | |
| 2 |
Assets under management
$93,207,362,818
Number of advisors
535 advisors
| $93,207,362,818 | 535 advisors | |
| 3 |
Assets under management
$91,220,415,301
Number of advisors
284 advisors
| $91,220,415,301 | 284 advisors | |
| 4 |
Assets under management
$87,577,957,625
Number of advisors
154 advisors
| $87,577,957,625 | 154 advisors | |
| 5 |
Assets under management
$81,941,806,571
Number of advisors
825 advisors
| $81,941,806,571 | 825 advisors | |
| 6 |
Assets under management
$61,660,253,000
Number of advisors
24 advisors
| $61,660,253,000 | 24 advisors | |
| 7 |
Assets under management
$53,496,955,104
Number of advisors
286 advisors
| $53,496,955,104 | 286 advisors | |
| 8 |
Assets under management
$47,796,133,982
Number of advisors
207 advisors
| $47,796,133,982 | 207 advisors | |
| 9 |
Assets under management
$37,246,864,417
Number of advisors
206 advisors
| $37,246,864,417 | 206 advisors | |
| 10 |
Assets under management
$33,254,393,444
Number of advisors
8 advisors
| $33,254,393,444 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Florida, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Florida. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Citadel Advisors LLC
Citadel Advisors LLC is a financial advisory firm based in Miami, Florida. It currently has approximately $339,079,412,155 of assets under management and employs about 2823 people. Citadel Advisors LLC uses a fee structure of a percentage of assets under your management, performance-based fees and reimbursement of expenses.
$339,079,412,155 under management
2823 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
REIMBURSEMENT OF EXPENSES
Services offered
Portfolio Management For Pooled Investment VehiclesElliott Investment Management L.p.
Elliott Investment Management L.p. is a financial advisory firm based in West Palm Beach, Florida. It currently has approximately $93,207,362,818 of assets under management and employs about 535 people. Elliott Investment Management L.p. uses a fee structure of a percentage of assets under your management and performance-based allocations.
$93,207,362,818 under management
535 advisors
Fee structure
A percentage of assets under your management
PERFORMANCE-BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment VehiclesDoubleline Capital Lp
Doubleline Capital Lp is a financial advisory firm based in Tampa, Florida. It currently has approximately $91,220,415,301 of assets under management and employs about 284 people. Doubleline Capital Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$91,220,415,301 under management
284 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Gqg Partners
Gqg Partners is a financial advisory firm based in Fort Lauderdale, Florida. It currently has approximately $87,577,957,625 of assets under management and employs about 154 people. Gqg Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
$87,577,957,625 under management
154 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Corient
Corient Private Wealth LLC, also known as Corient, is a registered investment adviser based in Miami, Florida, established in 2022. The firm offers financial planning and investment advisory services to various clients, including individuals, corporations, trusts, and charitable organizations. Corient provides tailored investment management services on a discretionary and non-discretionary basis, allowing clients to set restrictions on their accounts. The firm manages approximately $129 billion on a discretionary basis and $14 billion on a non-discretionary basis. Corient offers a range of investment strategies, including traditional investments, retirement plan assets, alternative investments, and private fund solutions. The firm's fee structure typically involves a percentage of assets under management, with fees billed quarterly in advance. Corient does not sponsor a wrap fee program but provides portfolio management services to such programs. Additionally, the firm offers personal CFO services, tax planning and compliance, trust services, and asset management strategies. Corient's investment philosophy involves a team approach to investing, with a focus on risk management and continuous monitoring of investment opportunities. The firm does not charge performance-based fees and exercises investment discretion based on clients' individual needs and objectives. Corient has a Code of Ethics in place to ensure high standards of business conduct and fiduciary duty to clients. The firm also discloses its brokerage practices, research soft dollars, client referrals, custody practices, and financial information for transparency and client understanding.
$81,941,806,571 under management
825 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersEducational Seminars/workshopsSanders Capital, LLC
Sanders Capital, LLC is a registered investment advisor with the SEC, founded in 2009 by Lewis A. Sanders. The firm specializes in providing discretionary investment management services to institutional clients and pooled vehicles, with assets under management of $100.24 billion as of December 31, 2024. Sanders Capital offers various investment strategies, including US Value Equity Portfolios, Global Value Equity Portfolios, and All Asset Value Portfolios. The firm's investment philosophy is value-driven, focusing on identifying undervalued assets for above-average risk-adjusted returns. For clients interested in Sanders Capital's services, the minimum initial investment for a separate account is $10 million, with negotiable fees for accounts above $225 million. The fee structure varies by strategy, with management fees based on a percentage of assets under management. Sanders Capital may also charge performance fees for certain client portfolios. The firm acts as a fiduciary, placing clients' interests first and providing investment discretion. Clients have the option to impose reasonable restrictions on investing in certain assets, tailored to their specific needs. Additionally, Sanders Capital considers ESG factors in its investment process, aiming to identify sustainable long-term investments. The firm's investment process involves thorough research, valuation, and portfolio construction to maximize risk-adjusted returns. Sanders Capital follows a Code of Ethics, including a Personal Trading Policy, to ensure compliance and transparency. The firm's brokerage practices prioritize best execution for client transactions, and it may aggregate client orders to achieve cost efficiencies. Sanders Capital also provides proxy voting services for clients who authorize the firm to vote on their behalf. The firm's leadership team includes Lewis A. Sanders, John P. Mahedy, and Frank D. Speno, who bring extensive experience and expertise to the firm's operations.
$61,660,253,000 under management
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Portfolio Management For Chief Investment Officer Of RegistrantLighthouse Investment Partners, LLC
Lighthouse Investment Partners, LLC is a financial advisory firm based in Palm Beach Gardens, Florida. It currently has approximately $53,496,955,104 of assets under management and employs about 286 people. Lighthouse Investment Partners, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and reimbursement of expenses.
$53,496,955,104 under management
286 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
REIMBURSEMENT OF EXPENSES
Services offered
Portfolio Management For Pooled Investment VehiclesSelection Of Other AdvisersI Squared Capital Advisors (us) LLC
I Squared Capital Advisors (us) LLC is a financial advisory firm based in Miami, Florida. It currently has approximately $47,796,133,982 of assets under management and employs about 207 people. I Squared Capital Advisors (us) LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$47,796,133,982 under management
207 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesCifc Asset Management LLC
Cifc Asset Management LLC is a financial advisory firm based in Miami, Florida. It currently has approximately $37,246,864,417 of assets under management and employs about 206 people. Cifc Asset Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$37,246,864,417 under management
206 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)We Manage Collateralized Loan Obligation Funds, Other Private Funds And Separately Management AccountsIii Capital Management
III Capital Management is a financial advisor firm established on June 30, 1993, operating in compliance with the Investment Advisers Act of 1940. The firm specializes in advising private investment funds for institutional investors and high net worth individuals. As of December 31, 2024, III managed over $5 billion in discretionary assets across various investment strategies, including fixed income, credit, equity market neutral, and macro-credit. III charges management fees based on the assets under management and may receive performance-based fees. The firm is a fiduciary acting in the best interests of its clients and exercises investment discretion for most managed accounts. III's investment strategies involve various methods of analysis, such as fundamental and technical analysis, with a focus on risk management and defining risk in trading transactions. III does not engage in principal transactions and has a detailed Code of Ethics to ensure compliance with applicable laws and regulations. The firm may receive research, software, and other benefits from broker-dealers, which are considered in trade execution decisions. III reviews client accounts daily, votes on client securities, and provides detailed reports to investors. III does not require prepayment of advisory fees and maintains financial stability to meet its commitments to clients.
$33,254,393,444 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Florida, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Florida. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.