Top 10 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.

With over $100 billion in assets under management (AUM), Corient manages one of the largest pools of money in the industry. The firm has a massive client list, including nearly 30,000 individual clients – more than half of whom have a high net worth. 

While there is no fixed minimum account size, some of the firm’s investment strategies may require a minimum account size, potentially as high as $100 million. 

Corient typically levies an asset-based fee for wealth management services, although flat rate fees or hourly rates for specific services are also available. Fees for services not related to investment advice are also charged separately and can vary. For private funds, distinct management and/or performance-based fees may be applicable.

Corient Background

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. 

While Corient’s headquarters are in Miami, it operates a network of branch offices spread throughout the United States.

Corient Investment Strategy

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. 

Their 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. Traditional asset classes are also integral to their offerings.

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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, so it’s no surprise that Fifth Avenue has the smallest client base of any first on this list. 

Fifth Avenue charges an investment advisory fee based on the assets under management, starting at 1% for the first $2 million. The fee structure is tiered, decreasing as the asset value increases.

Fifth Avenue Family Office Background

Fifth Avenue was founded in 2006. The firm is jointly owned by Gary B. Price Jr. and Timothy J. Cartwright, who share control over its operations.

As a multi-family office, the firm’s services encompass family governance, investment reporting, risk management, tax strategy and bill play. 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 Family Office Investment Strategy

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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WE Family Offices is a Miami-based firm that works exclusively with high-net-worth individuals. SmartAsset named WE Family Offices as the No. 2 financial advisory firm in Miami.

This fee-only firm charges a minimum annual fee of $200,000. The fee goes up to $1 million for clients with a net worth over $1 billion.

The advisory team here holds multiple certifications, includingthe  Certified Financial Planner (CFP), chartered financial analyst (CFA) and chartered alternative investment analyst (CAIA) designations. 

WE Family Offices Background

Founded in 2000, the firm is owned by managing partners Santiago Ulloa, Maria Elena Lagomasino and Michael Zeuner own the firm through WE Family Offices Holdings, LLC. Other partners also own interests in WE Family Offices Holdings. 

Because this is a family office, all of its 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 Investment Strategy

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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Imperial Capital Partners 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%.

Imperial Capital Partners Background

Founded in 2014, Imperial Capital Partners is owned by Victor Kuznetsov and Maksim Slyusarchuk.

In addition to asset management, the firm offers financial planning services that could include:

• Tax planning
• Cash flow planning
• Portfolio management
• Insurance planning
• Retirement planning
• Estate planning

Imperial Capital Partners Investment Strategy

According to the firm’s brochure, client portfolios are generally advised on but not limited to exchange-listed securities, corporate debt securities (excluding commercial paper) and private placements. As with other firms, Imperial Capital Partners says that it will only make financial recommendations based on a client’s objectives, risk tolerance and liquidity needs.

The firm's two private investment funds – Imperial Fund I and Imperial Fund II – look to capitalize on opportunities in the real estate lending market, primarily through residential loans and similar asset classes. 

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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.

As a fee-only firm, its advisors do not receive any third-party sales commissions or other forms of extra compensation. CV Advisors has several chartered financial analysts (CFAs) on staff. 

CV Advisors Background

CV Advisors was established in 2009 and is owned by founding partners Elliot Dornbusch, Alexandre Mann and Matthew J. Storm through living trusts that each control. The firm has been registered with the SEC since 2012. 

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 Investment Strategy

CV Advisors typically creates portfolios for its clients which include (but are not limited to):

• Fixed income (investment grade bonds, high yield corporate bonds, and sovereign bonds)
• Municipal fixed income securities
• Exchange traded funds (ETFs)
• Equity securities (exchange-listed, over the counter, and foreign securities)
• Private equity funds and direct private equity
• Alternative investments (decentralized finance-based products)
• Certificates of deposit (CDs)
• Managed accounts
• Mutual funds
• Options and other derivative products 

The firm's investment philosophy prioritizes liquidity, risk management and investment cost efficiency. When providing advisory services, the firm will take into account your investment objectives, investment experience, financial situation and risk tolerance.

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Located in Miami, Finaccess Advisors primarily serves high-net-worth individuals, as well as some pooled investment vehicles, corporations and businesses. It is also on SmartAsset’s list of the top financial advisor firms in Miami.

The firm does not require a minimum amount of assets to open an account. Finaccess is a fee-only firm, which means its advisors do not receive transaction-based compensation.

Finaccess Advisors Background

Finaccess Advisors was established in 2009. Grupo Finaccess S.A.P.I. de C.V., a network of financial service businesses, is the primary owner of this firm. Carlos Fernandez Gonzalez holds more than 25% of the voting shares in the network.

Besides typical asset management, Finaccess Advisors offers a variety of financial planning services. These services include retirement planning, trust planning, estate planning, education cost planning, cash flow planning and insurance review.

Finaccess Advisors Investment Strategy

Finaccess Advisors employs a combination of fundamental, technical and cyclical analysis to formulate its investment strategy.

Fundamental analysis focuses on assessing the intrinsic value of a security by examining economic factors, industry conditions, and the financial health of the company to identify buying or selling opportunities.

Technical analysis is used to identify market trends and patterns in investor behavior by analyzing past price movements to forecast future changes, while cyclical analysis compares a stock's movements to broader market cycles to anticipate price shifts. The firm's strategies can include long-term and short-term purchases or trading, tailored to meet each client's objectives.

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Concurrent Investment Advisors, located in Tampa, is a large fee-based practice that works with thousands of individual clients, most of whom do not have a high net worth. The firm also works with charitable organizations, corporations and other businesses. 

Concurrent does not generally require a minimum relationship size for its services. However, advisors at Concurrent may earn third-party compensation when selling financial products or insurance policies, in addition to client-paid fees. This is a conflict of interest, because commission-based compensation incentivizes advisors to make certain recommendations over others. Then again, Concurrent has a fiduciary responsibly to act in its clients’ best interests. 

The firm may charge a combination of asset-based fees, hourly fees and fixed fees. 

Concurrent Investment Advisors Background

Concurrent Investment Advisors was founded in 2022 by Nathan Lenz and Scott Steele. The firm is entirely owned by a corporate entity, Concurrent Partnership Holdings, LLC. Lenz and Steele remain principal owners of the firm.

The firm offers a comprehensive suite of services aimed at enhancing the financial health of its clients through investment planning, retirement planning, education savings, cash flow planning, charitable giving, estate planning, insurance needs assessment and other aspects of financial management.

Concurrent Investment Advisors Investment Strategy

Concurrent Investment Advisors employs a variety of investment strategies including diversification to spread investment allocations across different assets. The firm also adjusts sector or asset class weightings and uses cash positions as a hedge against market fluctuations. Advisors also consider retaining legacy investments based on their fit in the client’s portfolio or for tax reasons. The firm typically invests in ETFs, mutual funds, individual stocks and bonds, along with other suitable investment types as needed.

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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.

The firm has no minimum account size requirement to start and maintain an advisory relationship.

Csenge also charges clients annual management fees that are assessed as a percentage of assets under management, which range up to 2.35%. Third-party managed program fees will not exceed 2.5%. 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 Advisory Group Background

Csenge was founded as a limited liability company in 2000. Founder and managing partner John Csenge is the principal owner. The firm offers asset management and asset allocation services, recommendations and monitoring of third-party managed programs, financial planning services and retirement plan consulting services. 

The firm's financial team holds multiple certifications, including the Certified Financial Planner™ (CFP®), certified investment mangament analyst (CIMA) and chartered financial analyst (CFA), among other designations.

Csenge Advisory Group Strategy

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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Collaborative Wealth is a fee-based financial advisor located in Mary, Florida, a suburb of Orlando. The firm primarily caters to individuals below the high-net-worth threshold, although it also works with high-net-worth individuals, pension and profit-sharing plans, charities, corporations and other businesses. 

The minimum investment requirement is set at $100,000, although exceptions may be made at the discretion of the client’s investment advisor representative (IAR). However, advisors may earn additional compensation for recommending financial products and services. Despite this conflict of interest, the firm has a fiduciary duty to act in its clients’ best interests. 

The firm has several Certified Financial Planners™ (CFPs®) on staff. 

Collaborative Wealth Background

Collaborative Wealth was founded in 2007 and is currently under the leadership of principal owner Chad Justice. In addition to its headquarters in Lake Mary, Collaborative Wealth also has offices in Gainesville, Lake Nona and Stuart. 

The firm offers wealth planning, consulting services, investment management Services and Advisory Referral Services. 

Collaborative Wealth Investment Strategy

Collaborative Wealth focuses on a blend of investment approaches, catering to both long-term growth and short-term objectives through strategic hedging. Their investment philosophy also emphasizes maintaining a targeted asset mix, which is periodically rebalanced to align with market conditions and client profiles. 

The firm typically invests in mutual funds, ETFs, public equities, corporate debt and municipal securities.

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Slavic Mutual Funds Management Corp. rounds out our list of the top financial advisors in Florida. This fee-only firm in Boca Raton specializes in managing investments for a variety of clients, including ERISA and non-ERISA employee benefit plans, and individual investors focusing on retirement accounts.

While the firm does not have a set account minimum, individual investors who want Slavic to manage their IRAs for them, there is a $10,000 minimum. As a fee-only practice, Slavic and its advisors do not receive third-party compensation for selling financial products or services. Instead, the firm’s compensation comes from client-paid fees for advisory services.  

Slavic Mutual Funds Management Corp. Background

John Slavic, who serves as chief executive officer, founded the firm in 1987. He remains a majority owner of the business, while Michael A. Sandler own a minority stake. 

In addition to its headquarters in Boca Raton, the firm has a branch office in Scottsdale, Arizona. The firm’s advisory services are geared toward corporate 401(k) plans. However, Slavic also offers wealth management and financial planning services, which may encompass cash flow management, retirement planning, net worth analysis, education planning through vehicles like 529 Plans and Coverdell accounts, risk management, management of multiple real estate holdings, business transfer, executive compensation packages and stock option analysis.

Slavic Mutual Funds Management Corp. Investment Strategy

Slavic focuses on non-traditional and alternative investment strategies. Their typical investment vehicles include mutual funds, both no-load and load-waived, as well as equities, fixed income securities, and money market mutual funds.

The firm tailors investment portfolios based on a comprehensive evaluation of each client's financial landscape. This includes an assessment of their current assets, liabilities, sources of income, expenditures, tax status and future financial objectives.