| John Souther | Souther Capital Management | Jupiter | Not listed | Percentage of assets, Performance-based fees |
| Jonathan Hermes | Parable Wealth Advisors | St Augustine | Not listed | Percentage of assets, Fixed fees |
| Joseph Calhoun | Alhambra Investment Management | Palmetto Bay | Not listed | Percentage of assets, Fixed fees |
| Joseph Cruzan | Cruzan & Associates | Jupiter | Not listed | Percentage of assets |
| Juan Gonzalez | Altfest Personal Wealth Management | Bay Harbor Island | Not listed | Percentage of assets, Hourly |
| Juan Perez | Alhambra Investment Management | Palmetto Bay | Not listed | Percentage of assets, Fixed fees |
| Judy Kehoe | Kehoe Investment Services | Deland | Not listed | Percentage of assets |
| Julie Toelle | Somerset Group | Boca Grande | Not listed | Percentage of assets |
| Karen Curry | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Karen Premuto | Campbell & Associates | Winter Haven | Not listed | Percentage of assets, Hourly |
| Kim Mortensen | Total Wealth Planning and Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |
| Lawrence Jules | 3edge Asset Management | Naples | Not listed | Percentage of assets |
| Lawrence King | King Wealth Management Group | Bonita Springs | Not listed | Percentage of assets, Fixed fees |
| Leah Jenkins | Sterling Wealth Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| Lisa Grady-Strange | Rivertree Advisors | Winter Park | Not listed | Percentage of assets |
| Mahesh Bhuta | Bhuta Wealth Management | Coral Springs | Not listed | Percentage of assets |
| Margarita Fernandez | Alhambra Investment Management | Palmetto Bay | Not listed | Percentage of assets, Fixed fees |
| Mark Bras | American Financial Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| Matthew Mills | Continuum Advisory | Tampa | Not listed | Percentage of assets, Hourly |
| Matthew Young | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Nicholas Christensen | Ralicki Wealth Management & Trust Services | Stuart | Not listed | Percentage of assets, Hourly |
| Peter Bower | Riverplace Capital Management | Jacksonville | Not listed | Percentage of assets |
| Peter Culver | Freedom Family Office | Jupiter | Not listed | Percentage of assets, Hourly |
| Rakesh Khilnani | GOI | Miami | Not listed | Percentage of assets |
| Randall McCuen | Jeppson Wealth Management | Inlet Beach | Not listed | Percentage of assets, Fixed fees |
| Reid Winder | Total Wealth Planning and Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |
| Robert Campbell | Campbell & Associates | Haines City | Not listed | Percentage of assets, Hourly |
| Samuel Munhollon | Total Wealth Planning and Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |
| Santiago Arbelaez | PVG Asset Management | Miami | Not listed | Percentage of assets |
| Sarah Haizlip | Summit Asset Management | Pensacola Beach | Not listed | Percentage of assets, Hourly |
| Sean Blanding | Belleair Asset Management | Belleair Bluffs | Not listed | Percentage of assets, Fixed fees |
| Shawn Clark | Continuum Advisory | Tampa | Not listed | Percentage of assets, Hourly |
| Stephen Brennan | Alhambra Investment Management | Palmetto Bay | Not listed | Percentage of assets, Fixed fees |
| Stephen Cucchiaro | 3edge Asset Management | Naples | Not listed | Percentage of assets |
| Sterling Barrett | Sterling Wealth Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| Theodore Rich | Rivertree Advisors | Winter Park | Not listed | Percentage of assets |
| Thomas Cassedy | Cassedy Financial Group | Tampa | Not listed | Percentage of assets, Fixed fees |
| Tracey Devine | Saratoga Research & Investment Management | Ponte Vedra | Not listed | Percentage of assets |
| William Moore | MOS Capital | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| William Santillo | Total Wealth Planning and Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |