Adviser Record

Investment advisers in Plantation, FL

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

FirmAssetsEmployeesDisclosures
Tobias Financial Advisors$1.19 billion260
Mg&a Wealth$1.02 billion150
Sterling Wealth Advisors, Inc.$223.5 million70
Niles Investment Management, LLC$185.5 million40
Actitrust Wealth Management LLC$140.5 million70
Abacus Capital Advisors$119.5 million30