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Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Florida

Every SEC-registered financial advisor in Florida who lists the Certified Financial Planner designation, by city.

3,704 CFP professionals work in Florida; the most are in Tampa (351).

Cities in Florida with CFP professionals

Every advisor in Florida →

Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Naples 155Jacksonville 137Miami 118Coral Gables 96St. Petersburg 88West Palm Beach 81Clearwater 79Winter Park 79Fort Lauderdale 63Fort Myers 52Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30Vero Beach 30Pensacola 29Bonita Springs 26Daytona Beach 23Delray Beach 23Ponte Vedra 23Saint Petersburg 23Gainesville 22Lake Mary 22Venice 22Altamonte Springs 21Palm Harbor 21Boynton Beach 20Maitland 20Wesley Chapel 20Coral Springs 19The Villages 19Estero 17Jacksonville Beach 17Punta Gorda 17Ocala 16Ormond Beach 16Lutz 15Ft Lauderdale 14Palm Beach 14Trinity 14Riverview 13St Petersburg 13St. Augustine 13Oviedo 12Port Charlotte 12Weston 12Winter Garden 12Cape Coral 11Fernandina Beach 11Palm Coast 11Aventura 10Dunedin 10Largo 10Saint Augustine 10Celebration 9Deland 9Land O Lakes 9Longwood 9Miami Beach 9Panama City 9Saint Johns 9Brandon 8Clermont 8Davie 8Destin 8Englewood 8Marco Island 8Nokomis 8Pompano Beach 8Rockledge 8Wellington 8Lady Lake 7Odessa 7Orange Park 7Santa Rosa Beach 7Satellite Beach 7Seminole 7Tarpon Springs 7Winter Haven 7Winter Springs 7Coconut Creek 6Coconut Grove 6Deerfield Beach 6Fleming Island 6Hallandale Beach 6Hollywood 6Inverness 6Miramar Beach 6North Palm Beach 6Palm City 6Panama City Beach 6Parkland 6Spring Hill 6Sun City Center 6Sunrise 6Ft Myers 5Gulf Breeze 5Indialantic 5Indian Harbour Beach 5Merritt Island 5Miami Lakes 5Mount Dora 5South Miami 5St. Johns 5Tavares 5Valrico 5Viera 5Ave Maria 4Cooper City 4Hobe Sound 4Key West 4Lake Placid 4Lake Worth 4Live Oak 4Melbourne Beach 4Ocoee 4Oldsmar 4Osprey 4Plant City 4Safety Harbor 4Sanford 4Sanibel 4Sebring 4Tequesta 4Windermere 4Alachua 3Atlantic Beach 3Brooksville 3Debary 3Key Largo 3Lake City 3Lake Wales 3Land O'Lakes 3Lithia 3Longboat Key 3New Smyrna Beach 3North Bay Village 3Pace 3Palm Bay 3Parrish 3Pinecrest 3Port Saint Lucie 3Siesta Key 3St Johns 3St Pete Beach 3

153 smaller places with one or two CFP professionals are in the advisor search.

CFP advisors in other states

CaliforniaNew YorkTexasPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFP financial advisors are in Florida?

3,704 SEC-registered investment adviser representatives in Florida list the CFP designation; the most work in Tampa (351).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.