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
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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.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
  • 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 Vehicles
  • Elliott 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 Vehicles
  • Doubleline 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 Businesses
    Portfolio Management For Investment Companies
    Portfolio Management For Pooled Investment Vehicles
    Portfolio 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 Companies
    Portfolio Management For Pooled Investment Vehicles
    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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  • 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 Services
    Portfolio Management For Individuals And/or Small Businesses
    Portfolio Management For Pooled Investment Vehicles
    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
    Pension Consulting Services
    Selection Of Other Advisers
    Publication Of Periodicals Or Newsletters
    Educational Seminars/workshops
  • Sanders 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 Companies
    Portfolio Management For Pooled Investment Vehicles
    Portfolio 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 Registrant
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  • Lighthouse 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 Vehicles
    Selection Of Other Advisers
  • I 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 Vehicles
    Not sure which one to choose?
    Get matched with an advisor
  • Cifc 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 Vehicles
    Portfolio 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 Accounts
  • Iii 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 Vehicles
    Portfolio 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.

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