| Rezwana Abed | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Richard Matthias | Matthias | Winter Park | Not listed | Percentage of assets, Hourly |
| Robert Goggin | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Roberto Rivera-Vázquez | Freedom Advisory, LLC | Ft Lauderdale | CFP, CIMA | Percentage of assets, Fixed fees |
| Sanjeev Yadav | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Sarah Horne | Saltmarsh Financial Advisors | Pensacola | CFP | Percentage of assets, Hourly |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shafaq Kazi | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Shafran Shurid | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Stephen Kyle | Parable Wealth Advisors | St. Augustine | CFP, RICP | Percentage of assets, Fixed fees |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Thomas Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Alexia McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Andrew Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Ashley Vann | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Charles Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Christopher Berte | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Daniel Quartararo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Derek Collins | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Dodd Disler | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Gianfranco Rastelli | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Haley Tonge | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Heath Clevenger | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Jack McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jake Pendl | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jason Kohut | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| John Shepherd | BlueDoor Private Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jon Paul Espinoza | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Kenneth Moore | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Kevin Mayo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Kevin McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Larry Bright | Bright Asset Management | Venice | Not listed | Percentage of assets |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Paul Weaver | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stacey Beverley | Compass Financial Group | Deerfield Beach | Not listed | Percentage of assets, Hourly |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stephen Casey | Signet Financial Management of Southwest Florida | Estero | Not listed | Percentage of assets, Hourly |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| William Urquhart | Castle Island Wealth | Boynton Beach | Not listed | Percentage of assets, Hourly |
| Anne Maclean | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Anthony Visintin | Federmann Financial Advisors | Tampa | Not listed | Percentage of assets, Hourly |
| Benjamin Lewinter | Lewinter Wealth Advisors | Boynton Beach | Not listed | Percentage of assets, One-time planning fee |
| Cynthia Shuford-Stover | Global Financial Private Client | Sarasota | Not listed | Percentage of assets, Hourly |
| Daniel Greenwald | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| David Flanders | Momentum Wealth Planning | Estero | Not listed | Percentage of assets |