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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Florida.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

13,388 financial advisors1,018 advisory firms118 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

1,018 advisory firmsCompare public facts. Verify experience directly.
13,388 financial advisors1,018 advisory firms118 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

021 INVESTMENTS LLCCRD 328334

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1650 WEALTH MANAGEMENT, LLCCRD 152985

Advisory firm

Filed advisory firm office: Lighthouse Point, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1789 CAPITAL MANAGEMENTCRD 335007

Advisory firm

Filed advisory firm office: Palm Beach, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1818 PRIVATE CLIENT GROUP, LLCCRD 304110

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1823 PARTNERS (US) LLCCRD 333927

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Insurance companiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1ST DISCOUNT BROKERAGE, INC.CRD 39164

Advisory firm

Filed advisory firm office: Lake Worth, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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22C CAPITAL LLCCRD 298094

Advisory firm

Filed advisory firm office: Boca Raton, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3650 REIT INVESTMENT MANAGEMENT LLCCRD 286013

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)Sovereign wealth funds and foreign official institutionsOther: CRE ADVISORY SERVICES REGARDING SINGULAR, ONE-OFF, OPPORTUNISTIC TRANSACTIONS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3EDGE ASSET MANAGEMENT, LPCRD 282059

Advisory firm

Filed advisory firm office: Naples, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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401K GENERATIONCRD 154279

Advisory firm

Filed advisory firm office: Altamonte Springs, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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55 NORTH PRIVATE WEALTHCRD 325325

Advisory firm

Filed advisory firm office: Winter Park, FL

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A FIN MANAGEMENT LLCCRD 315482

Advisory firm

Filed advisory firm office: Sunny Isles Beach, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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A&M PRIVATE WEALTH PARTNERS, LLCCRD 331478

Advisory firm

Filed advisory firm office: West Palm Beach, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInsurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AB2 CAPITAL PARTNERS LLCCRD 318038

Advisory firm

Filed advisory firm office: Hollywood, FL

Filed firm type: Registered

High net worth individualsPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS ASSET MANAGEMENT, LLCCRD 324280

Advisory firm

Filed advisory firm office: Orlando, FL

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS CAPITAL ADVISORSCRD 309295

Advisory firm

Filed advisory firm office: Plantation, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS FCF ADVISORS LLCCRD 135152

Advisory firm

Filed advisory firm office: Orlando, FL

Filed firm type: Registered

Investment companiesOther investment advisersPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABF INVESTMENT MANAGEMENT, LLCCRD 333541

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
ABSOLUTE INVESTMENT ADVISERS, LLCCRD 132436

Advisory firm

Filed advisory firm office: Rosemary Beach, FL

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
ACASTA PARTNERS US LLCCRD 335005

Advisory firm

Filed advisory firm office: Boca Raton, FL

Filed firm type: Registered

Charitable organizationsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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