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Find Retirement Advisors for Retirement Planning in Florida
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Florida, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Florida
Last Updated - September 5, 2024Florida has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 849 non-vetted advisors in your local area. These retirement advisors in Florida have an average of 24 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Florida
VERIFIEDArmand Atkinson
CFP®, CIMA®, EA, CLU®, AIF®, CDFA®, ChFC®
Advanced Wealth Planning Group
Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDBrian Messick
CPA, CFP®
WeberMessick Weath Management
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJerry Bulaclac
RadiantVest
Qualifications
CRD# 4851069
Firm CRD# 125112
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Commissions, Flat Fee, Based on Assets
VERIFIEDLemar Williams
CFP®, CPWA®, CLU®
LPL Financial - Traditions Wealth and Legacy Planning
Qualifications
CRD# 5289624
Firm CRD# 6413
Series 7, 55, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDSteven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDDavid H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Minimum Assets Required
$25,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDDustin Rinaldi
AWMA®, CFP®, CRPC®
Rinaldi Wealth Management
Qualifications
CRD# 5006872
Firm CRD# 311583
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDJimmy Gonzalez
CRPC®
Anthem Advisors
Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJohn Salomon
CPA, CFP®
J2 Capital Management, Inc.
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Minimum Assets Required
$100,000
Advisory Services:
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDDaniel Pappas
CFP®
DWF Wealth Management
Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJason Kohut
Signet Financial Management, LLC
Qualifications
CRD# 4007586
Firm CRD# 105310
Series 7, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
Qualifications
Firm CRD# 6413
Series 6, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIED Qualifications
Firm CRD# 143767
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131 | $339,079,412,155 | 26 | 2823 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 2 | RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway, St. Petersburg, FL, 33716 | $306,121,310,120 | 950978 | 11789 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 3 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway, Saint Petersburg, FL, 33716 | $245,249,234,083 | 932793 | 6517 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (PER PARTICIPANT (ERISA)) |
| 4 | CORIENT 2 S Biscayne Blvd, Suite 3200 Miami, FL, 33131 | $94,617,046,882 | 79738 | 825 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 5 | ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401 | $93,207,362,818 | 36 | 535 | A Percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 6 | DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602 | $91,220,415,301 | 151 | 284 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301 | $88,033,541,740 | 101 | 154 | A Percentage of AUM, Performance Based |
| 8 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. 2340 Collins Avenue, Miami Beach, FL, 33139 | $71,329,946,037 | 173 | 502 | Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS) |
| 9 | SANDERS CAPITAL, LLC 777 S. Flagler Drive E. Tower, Suite No. 1100 West Palm Beach, FL, 33401-5153 | $61,660,253,000 | 98 | 24 | A Percentage of AUM, Performance Based |
| 10 | LIGHTHOUSE INVESTMENT PARTNERS, LLC 3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410 | $55,827,194,383 | 151 | 286 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 11 | H.I.G. CAPITAL, LLC 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | $54,077,988,036 | 147 | 991 | A Percentage of AUM, Performance Based |
| 12 | I SQUARED CAPITAL ADVISORS (US) LLC 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | $47,897,133,982 | 61 | 207 | A Percentage of AUM, Performance Based |
| 13 | BAYVIEW ASSET MANAGEMENT, LLC 4425 Ponce De Leon Blvd., Coral Gables, FL, 33146 | $39,022,162,565 | 51 | 319 | A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES) |
| 14 | CIFC ASSET MANAGEMENT LLC 1 Se 3rd Avenue, Suite 1660 Miami, FL, 33131 | $37,246,864,417 | 123 | 206 | A Percentage of AUM, Performance Based |
| 15 | POLEN CAPITAL MANAGEMENT, LLC 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | $36,045,083,867 | 3515 | 153 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Florida
QualificationsFirm CRD# 148826
Assets Under Management $339,079,412,155
No. Of Clients26
Clients Per Financial Advisor0
CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $339B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2823 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 705
Assets Under Management $306,121,310,120
No. Of Clients950978
Clients Per Financial Advisor81
RAYMOND JAMES & ASSOCIATES, INC. is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $306B assets under management, the firm specializes in crafting personalized retirement planning solutions for 950978 clients. The team consists of 11789 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149018
Assets Under Management $245,249,234,083
No. Of Clients932793
Clients Per Financial Advisor143
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $245B assets under management, the firm specializes in crafting personalized retirement planning solutions for 932793 clients. The team consists of 6517 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Other (PER PARTICIPANT (ERISA))
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 319448
Assets Under Management $94,617,046,882
No. Of Clients79738
Clients Per Financial Advisor97
CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79738 clients. The team consists of 825 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 307151
Assets Under Management $93,207,362,818
No. Of Clients36
Clients Per Financial Advisor0
ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 535 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 152606
Assets Under Management $91,220,415,301
No. Of Clients151
Clients Per Financial Advisor1
DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $91B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 284 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 283720
Assets Under Management $88,033,541,740
No. Of Clients101
Clients Per Financial Advisor1
GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $88B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 154 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 110148
Assets Under Management $71,329,946,037
No. Of Clients173
Clients Per Financial Advisor0
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 clients. The team consists of 502 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 151480
Assets Under Management $61,660,253,000
No. Of Clients98
Clients Per Financial Advisor4
SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $62B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 136591
Assets Under Management $55,827,194,383
No. Of Clients151
Clients Per Financial Advisor1
LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 286 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 160711
Assets Under Management $54,077,988,036
No. Of Clients147
Clients Per Financial Advisor0
H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 991 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 168339
Assets Under Management $47,897,133,982
No. Of Clients61
Clients Per Financial Advisor0
I SQUARED CAPITAL ADVISORS (US) LLC is a financial advisory firm situated in Miami, Florida. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 207 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 157053
Assets Under Management $39,022,162,565
No. Of Clients51
Clients Per Financial Advisor0
BAYVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (VARIABLE TRANSACTION
- DILIGENCE
- ORIGINATION
- AND CLOSING FEES)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 159172
Assets Under Management $37,246,864,417
No. Of Clients123
Clients Per Financial Advisor1
CIFC ASSET MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 206 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 106093
Assets Under Management $36,045,083,867
No. Of Clients3515
Clients Per Financial Advisor23
POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3515 clients. The team consists of 153 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Boca Raton, Florida
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Looking for more choices? Use our free match service to compare retirement planners serving your area.