Top Financial Advisors in Florida

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Corient Private Wealth is the top-rated financial advisor in Florida, according to our metrics. This fee-only advisory firm based in Miami specializes in serving high-net-worth individuals, trusts, estates, personal holding companies and pension and profit-sharing plans. The firm also has nearly $130 billion more in assets under management (AUM) more than any other firm on the list. Corient also has a massive client list, including nearly 30,000 individual clients – more than half of whom have a high net worth. 

Founded in 2022, Corient is already considered one of the top financial advisors in the U.S. The firm is structured with multiple corporate ownership layers. The majority ownership is held by Corient Partners LLC, a subsidiary of Corient Management LLC. Corient Management LLC is entirely owned by Corient Holdings Inc., which in turn is a majority-owned subsidiary of CI Financial Corp., a Canadian public reporting company.

Corient offers a comprehensive suite of services including investment management services, ongoing investment advice, financial planning and family office solutions. Additional offerings encompass investment policy consulting, risk management consulting, as well as estate planning resources. 

Corient tailors investment strategies to align with the unique needs of each client, employing both in-house and external managers. The firm focuses on sector-specific or regional investments, market-neutral approaches including hedging, dividend-focused strategies, responsible and ESG investing and tax-efficient strategies. Its investment vehicles range widely from equities and various types of bonds to more diverse options such as liquid alternatives, real assets and floating-rate bank loans. The firm also invests in a variety of funds, like registered mutual funds and exchange-traded funds, as well as private equity, hedge funds and funds of funds. 

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WE Family Offices is a Miami-based firm that works exclusively with high-net-worth individuals. 

Most of the firm's services are based around comprehensive financial planning and management. Its offerings encompass succession planning, investment manager selection, service provider selection and fee negotiation, investment transaction verification and asset and investment portfolio reporting. WE Family Offices does not provide any type of legal, tax or accounting advice.

WE Family Offices employs a comprehensive investment strategy centered around tailored asset allocation and strategic diversification. The firm's approach begins with understanding each client's investment objectives, risk tolerance, time horizon and liquidity needs to develop a customized asset allocation plan. This plan is based on long-term forward-looking assumptions, incorporating risk, return and correlation forecasts across various asset classes and market environments.

WE provides advice at the asset allocation and strategy level, focusing on a mix of active and passive strategies, and recommends diversification within and across asset classes. Additionally, WE conducts thorough reviews of investment managers, analyzing both quantitative and qualitative factors such as performance, fees and organizational stability to ensure alignment with the client's investment profile and goals.

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Fifth Avenue Family Office in Naples is a fee-only firm that works with high-net-worth individuals and charitable organizations. The firm requires a minimum account size of $20 million. The firm works with less than 10 clients and has nearly $130,000,000 in AUM per client. 

As a multi-family office, the firm’s services encompass family governance, investment reporting, risk management and tax strategy. Coordination with professional advisors, consulting across a client’s entire net worth and recommending third-party managers are also integral parts of their service offerings.

Fifth Avenue employs a strategic approach to investing that includes asset allocation and the careful selection of investment managers, strategies and vehicles. Their typical investments include money market funds, bond funds and stock funds. They also invest in hedge funds, fund of funds and other alternative investments, along with exchange-traded funds (ETFs), private equity funds and venture capital and angel funds. Additionally, they may include individual stocks in their investment strategies.

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CV Advisors works with high-net-worth individuals, as well as institutional clients including pooled investment vehicles, charities, insurance companies and corporations. It's no suprise CV Advisors doesn't work with individual clients below the high-net-worth threshold, considering the firm requires clients to have $50 million in assets to open an account.

The firm's investment advisory services include asset allocation analysis, instrument and security selection, performance reporting and portfolio monitoring. These services can be provided on both a discretionary and non-discretionary basis.

CV Advisors typically creates portfolios for its clients which include a number of investment types. These can include fixed-income, ETFs, mutual funds, equities, CDs, options and more.

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Csenge Advisory Group, a fee-based practice located in Clearwater, manages assets for thousands of non-high-net-worth individuals and hundreds of high-net-worth clients. The firm also serves charitable organizations and corporations.

Csenge charges clients annual management fees that are assessed as a percentage of assets under management. In addition to client-paid fees, advisors can earn commissions on the sale of insurance and other investment products. While this form of compensation is a conflict of interest, Csenge has a fiduciary duty that requires its team to act in the best interests of their clients.

Csenge works with clients to identify investment goals, objectives, restrictions and risk tolerance to customize a portfolio and create an initial allocation that strategically complements their financial situation and personal circumstances. The firm uses fundamental and technical methods of analysis to select investments. Csenge typically invests in mutual funds and ETFs. 

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Imperial Fund Asset Management is a fee-only firm in Hollywood that earns compensation solely through management fees paid by clients. Unlike fee-based firms, Imperial Capital Partners does not earn commissions from selling insurance or other financial products.

The firm manages $3.5 billion in assets in a pair of private investment funds, and works with a handful of high-net-worth individuals and several businesses. The firm imposes a minimum account size of $250,000 for portfolio management services. For clients engaging in portfolio management services, Imperial Capital Partners will charge annual fees based on a percentage of assets under management. The rate for these fees generally range from 0.25% to 2%.

In addition to asset management, the firm offers financial planning services that include tax planning, cash flow planning, portfolio management, insurance planning, retirement planning and estate planning.

The firm uses the following strategies to manage client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance and time horizons, among other considerations: Long-term purchases, short-term purchases, trading, private funds, equity securities, ETFs, bonds and more. 

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GenTrust works primarily with high-net-worth individuals, as well as funds from foreign countries and institutions, and corporations. GenTrust is considered a fee-based firm because some of its employees may earn commissions for selling securities or insurance products. These commissions are separate from and in addition to the firm's advisory fees – and the arrangement may pose potential conflicts of interest. That said, the firm is bound by its fiduciary duty to act in clients' best interests. 

GenTrust was founded by a team of experienced financial advisors and investors who wanted to combine honest investment advice with the risk management-focused investment style typically reserved for large institutions. The firm’s services include wealth management, investment management, risk management, financial planning and consulting services. Additionally, it offers alternative investments and municipal bond management. 

GenTrust's investment principles are based on academic and proprietary research. The firm's primary emphasis is on asset allocation, and it strives to achieve the optimal asset allocation for each client based on his or her risk tolerance. The firm aims to make client portfolios stable across market environments, and thus it relies on macroeconomic risk factors to set long-term asset allocation. To evaluate potential risk, the firm uses forward-looking scenario-based risk management.

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Provenance Wealth Advisors is a fee-based firm with nearly 3,000 clients and more than $3.5 billion in assets under management (AUM). The firm offers servcies such as portfolio management, financial planning, retirement planning and portfolio consulting. Advisors at the firm work with indivudals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, municipalities, charitable organizations and other business entitities. 

The firm charges fees for portfolio management based on a percentage of the assets under management that ranges from 0.40% to 2.25%. Other fees apply across the firms other service offerings. PWA and its IARs do not accept performance-based fees and do not manage performance-based and non-performance-based accounts on a side-by-side basis. 

The investment advice provided, along with the strategies suggested by PWA will vary depending on each Clients' specific financial situation and goals. The firm uses a variety of methods and strateiges that includes charting analysis, fundamental analysis, technical analysis and more. 

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CPS Investment Advisors is a fee-only firm with more than $2.6 billion in assets under management across its nearly 3,000 clients. The firm provides portfolio management services to high-net-worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities and other U.S. institutions.

The firm charges a variety of fees depending on the services that you need. CPS does not charge any performance-based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client) or side-by-side management.

CPS utilizes several different sources for its research and investment process, including financial publications and news, Value Line, Morningstar, annual reports, online research services, and financial newsletters, among many others. None of these services or products is obtained by the firm on a soft dollar basis. 

The firm's investment philosophy at CPS is to stick to our value-driven premise that buying securities when they are undervalued is associated with a high probability of achieving above-average returns in the future, and of course, buying securities when they are overvalued will result in a high probability of achieving lower than expected returns. Its philosophy is based around fundamental analysis and that companies trading in a range lower than their historical average will likely achieve a higher probability of above-average returns.

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Moran Wealth Management is a large fee-only firm that handles client assets on both a discretionary and a non-discretionary basis. According to its Form ADV, the firm works with both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations or businesses. 

The firm offers a long list of services, some of which include trust and estate planning, investment consulting, insurance planning, retirement planning, risk management, charitable gift planning, retirement withdrawal planning, tax planning and education fund planning.

Moran uses a combination of quantitative, technical and fundamental analysis to evaluate a security for inclusion in its portfolio strategies. The firm’s internal strategies currently utilize individual equity and fixed income securities, mutual funds, exchange-traded funds (ETFs) and other exchange-traded products on a discretionary basis in accordance with the investment objective or intended market exposure of the portfolio. Investment styles vary according to portfolio and client needs.