Data / Investment advisers / Florida / Florida Financial Advisors, LLC
Florida Financial Advisors, LLC, Tampa, FL: $456 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Florida Financial Advisors, LLC is an SEC registered investment adviser with its main office in Tampa, Florida and reports $456 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Florida Financial Advisors, LLC (CRD number 288811): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 288811
- SEC file number
- 801-127276
- SEC status
- Approved, effective February 3, 2023
- Main office
- 6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
- Phone
- (813) 333-1683
- Regulatory AUM
- $456,133,125 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $456,133,125
- Accounts
- 4,295
- Employees
- 667, of which 667 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 20
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,975 | $414.5 million |
| High net worth individuals | 30 | $41.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $456.1 million | March 31, 2026 |
| December 1, 2025 | $317.8 million | November 10, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Instrumental Wealth, LLC | Tampa | $508 million | Not listed | adviserinfo.sec.gov |
| The Ambrus Group LLC | Tampa | $485.1 million | 3 | adviserinfo.sec.gov |
| Capco Asset Management, LLC | Tampa | $468.6 million | 1 | adviserinfo.sec.gov |
| Mangrove Equity Partners | Tampa | $468.1 million | 7 | adviserinfo.sec.gov |
| Wealth Advisors of Tampa Bay | Tampa | $456.8 million | Not listed | adviserinfo.sec.gov |
| Quantum Private Wealth, LLC | Tampa | $418 million | Not listed | adviserinfo.sec.gov |
| Clearwell Group | Tampa | $413.5 million | 23 | adviserinfo.sec.gov |
| Northbridge Financial Group, LLC | Tampa | $413.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Florida Financial Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.