| Arthur Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| Christopher Covato | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Daniel Greenwald | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| David Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| David Thompson | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Jerry Bainbridge | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Joel Oldham | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Joseph Pendenza | Greater Gifts Family Office | Fort Myers | Not listed | Percentage of assets, Hourly |
| Kenneth Ouellette | Orca Wealth Management | New Port Richey | Not listed | Percentage of assets, Hourly |
| Lindsey Colaco | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Micah White | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Scott Roads | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Tony Gordon | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Alex Goldstein | Atlas Financial | West Palm Beach | Not listed | Percentage of assets, Fixed fees |
| Baylee Zeigler | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| David Fletcher | Southeast Asset Advisors | Tallahassee | Not listed | Percentage of assets, Hourly |
| David Morgan | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Katherine Lauer | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Kelso Huffman | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Menachem Lerman | Equinum | Ft. Lauderdale | Not listed | Percentage of assets |
| Michael Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Michael Freeburg | Greenwich Wealth Management | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Ritesh Upadhyaya | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Robert Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Wayne Goldstein | Atlas Financial | Wellington | Not listed | Percentage of assets, Fixed fees |
| Baltazar Moreno Fuentes | Moreno Capital | West Palm Beach | Not listed | Percentage of assets, Fixed fees |
| Charles Heekin | Millennial Wealth Advisors | Delray Beach | Not listed | Percentage of assets, Hourly |
| Mario Tate | Millennial Wealth Advisors | Delray Beach | Not listed | Percentage of assets, Hourly |