Wealth management in Florida is a dynamic industry focused on providing tailored financial services to individuals and institutions. Wealth management companies offer an array of services, from investment management to tax planning and estate preservation, reflecting the complex needs of high net worth clients. The industry is increasingly embracing technology, with a shift towards digital solutions that enhance client engagement and streamline operations. Emerging trends point to a growing demand for responsible investing and personalized financial strategies, as clients seek to balance wealth growth with social and environmental considerations.

The companies listed consist of a mix of established firms and newer entrants, varying in size from boutique operations with less than 50 employees to larger firms with several hundred. Many are headquartered in Miami, taking advantage of the city’s financial ecosystem and its proximity to Latin America. Founded between 1932 and 2022, these firms specialize in various aspects of wealth management, including investment advisory, estate planning, and private banking, with a clear focus on serving high-net-worth individuals and families.

Continue reading to discover the top wealth management companies in Florida.

Top 24 Wealth Management Companies in Florida

1. Insigneo

• Website: insigneo.com
• Ownership type: Venture Capital
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 60%, Uruguay 27%, Puerto Rico 8%, Other 5%
• Latest funding: $100.0M, June 2022
• Founded year: 1985
• Headcount: 51-200
• LinkedIn: insigneo

Insigneo Financial Group, LLC is a financial services firm based in Miami, Florida, specializing in wealth management, brokerage, and advisory services. Established in 1985, Insigneo serves investment professionals and high-net-worth individuals, offering customized financial solutions and expert guidance to navigate complex global markets. The firm operates through a network of experienced advisors and leverages advanced technology to enhance client experiences. Insigneo has a significant presence in Latin America, with operations in countries such as Uruguay, Puerto Rico, and Chile. The company has recently attracted substantial investment, securing $100 million in funding in 2022, which is aimed at accelerating its growth and expansion strategy. Insigneo's commitment to simplifying global investing and providing a seamless client experience positions it as a noteworthy player in the wealth management industry.

2. StateTrust

• Website: statetrust.com
• Ownership type: Private
• Headquarters: Boca Raton, Florida, United States (USA)
• Employee distribution: United States (USA) 62%, Peru 16%, Venezuela 7%, Other 15%
• Founded year: 2000
• Headcount: 11-50
• LinkedIn: statetrust

StateTrust is a privately held wealth management firm based in Boca Raton, Florida, founded in 2000. The company specializes in providing a wide array of financial services, including investment planning, estate planning, and private banking. They primarily serve high net worth individuals, families, and organizations, helping clients manage and grow their wealth through tailored financial strategies. StateTrust operates through two main entities: StateTrust Investments, which functions as a broker-dealer, and StateTrust Capital, a registered investment advisory firm. This dual structure enables them to offer comprehensive services that address the financial needs of their clients. With a global presence and a commitment to exceptional service, StateTrust emphasizes the importance of personalized financial planning and investment strategies that align with clients' goals and risk tolerances. Their approach is characterized by a focus on preserving and enhancing wealth, ensuring that clients are well-equipped to navigate their financial futures.

3. Itaú USA

• Website: itauprivatebank.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 88%, Brazil 8%, Other 4%
• Founded year: 2007
• Headcount: 201-500
• LinkedIn: itauusa

Itaú USA, founded in 2007 and based in Miami, Florida, is a private financial services firm that specializes in wealth management, investment advisory, and banking solutions. The company serves individuals and families, offering personalized financial strategies that cater to their unique needs. Itaú USA operates on a global scale, providing clients with access to high-performance investment solutions and sustainable investment options. Their services include portfolio management, advisory services, and innovative banking products, all designed to help clients achieve their financial goals. With a team of experienced professionals, Itaú USA emphasizes a personalized banking experience, ensuring that clients receive tailored advice and support. The firm is part of the larger Itaú Private Bank network, which enhances its capabilities and reach in the wealth management industry.

4. AndCo Consulting

• Website: andcoconsulting.com
• Ownership type: Corporate
• Headquarters: Winter Park, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2024
• Founded year: 2000
• Headcount: 51-200
• LinkedIn: andco-consulting

AndCo Consulting, operating under the name Mariner Wealth Advisors, is a financial advisory firm based in Winter Park, Florida. Established in 2000, the firm has grown to employ between 51 and 200 professionals, all dedicated to providing tailored financial solutions. Their services include wealth planning, investment management, tax planning, estate planning, and trust services, catering to a wide range of clients from individuals and families to businesses. The firm emphasizes a collaborative approach, ensuring that clients benefit from the collective expertise of their advisors. Mariner Wealth Advisors has been recognized by Barron’s as a top RIA for several consecutive years, highlighting its commitment to excellence in wealth management. The firm operates entirely within the United States, ensuring a focused and localized service for its clients.

5. Lifeinvest Wealth Management

• Website: lifeinvestwealth.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 47%, Venezuela 40%, Panama 13%
• Founded year: 2007
• Headcount: 11-50
• LinkedIn: lifeinvest-asset-management

Lifeinvest Wealth Management is an investment advisory firm based in Miami, Florida, with additional offices in New York and San Diego. Established in 2007, the firm specializes in global markets and offers a comprehensive suite of services aimed at helping individuals and families secure their financial futures. Their offerings include financial planning, portfolio management, risk management, and innovative investment solutions. The firm prides itself on its personalized approach, leveraging over 25 years of industry experience among its professionals. Lifeinvest also emphasizes the use of cutting-edge technology to enhance client investment experiences, providing access to advanced portfolio management tools. With a significant portion of its workforce distributed across the United States and Latin America, Lifeinvest is well-positioned to cater to a broad client base, addressing various financial needs with a focus on tailored strategies.

6. Fidelis Capital Partners

• Website: fideliscapital.com
• Ownership type: Private
• Headquarters: Tampa, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $11.6M, December 2024
• Founded year: 2022
• Headcount: 11-50
• LinkedIn: fidelis-capital-partners-llc

Fidelis Capital Partners, based in Tampa, Florida, is a private wealth management firm that provides a wide range of financial advisory services. Founded in 2022, the firm has quickly made a name for itself by focusing on wealth planning, investment management, and fiduciary services. With a team of experienced professionals, Fidelis Capital aims to simplify the complexities of financial management for its clients, which include individuals, families, business owners, and institutional investors. The firm prides itself on its independence, allowing it to prioritize clients' best interests without the conflicts often associated with larger financial institutions. Recently, Fidelis Capital secured $11.6 million in funding, reflecting strong investor confidence in its approach and potential for future growth. The firm is committed to delivering personalized solutions that not only address immediate financial needs but also support long-term goals, ensuring that clients can enjoy peace of mind as they navigate their financial journeys.

7. Palisades Hudson Financial Group LLC

• Website: palisadeshudson.com
• Ownership type: Private
• Headquarters: Fort Lauderdale, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1992
• Headcount: 11-50
• LinkedIn: palisades-hudson-financial-group-llc

Palisades Hudson Financial Group LLC is a financial advisory firm based in Fort Lauderdale, Florida, founded in 1992. The company specializes in wealth management, personal financial planning, and tax services, primarily catering to high net worth individuals, including business owners and professionals. With a team of around 27 employees, they operate on a fee-only model, ensuring that their compensation comes solely from clients, which fosters trust and transparency. The firm emphasizes a holistic approach to financial planning, integrating various services such as estate planning, investment management, and tax strategies. They have also made a name for themselves in the entertainment and sports sectors, providing tailored business management services to artists and athletes. Their commitment to client education is evident through their publications and podcasts, which cover a range of financial topics. Palisades Hudson has received recognition from notable industry publications, highlighting their expertise and standing in the wealth management field.

8. ACP Group

• Website: acp-group.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 87%, Argentina 7%, Panama 7%
• Founded year: 2006
• Headcount: 51-200
• LinkedIn: acpgroups

ACP Group, founded in 2006 and based in Miami, Florida, is a private financial services firm that specializes in wealth management, sales and trading, and investment banking. The firm operates through its registered investment adviser, ACP Capital Management, and its broker-dealer, ACP Securities, LLC, both of which are regulated by the SEC and FINRA. ACP Group offers customized financial solutions to a range of clients, including banks, insurance companies, and high net worth individuals. Their wealth management services leverage an institutional framework, providing clients with access to market products and external research. The firm prioritizes the safety of client assets, ensuring that transactions and portfolios are managed securely. With a team that boasts over 50 years of combined experience in the financial services industry, ACP Group is well-equipped to navigate the complexities of wealth management and investment strategies.

9. VectorGlobal WMG

• Website: vectorglobalwmg.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 58%, Colombia 15%, Chile 8%, Other 18%
• Founded year: 1993
• Headcount: 51-200
• LinkedIn: vectorglobal-wealth-management-group

VectorGlobal WMG is a private wealth management firm based in Miami, Florida, founded in 1993. With a team of approximately 132 employees, the firm specializes in providing personalized financial services and investment strategies to a wide array of clients, including individual investors, families, businesses, and institutional clients. Over the years, VectorGlobal WMG has built a reputation for its commitment to understanding client needs and objectives, which informs their investment philosophy. They offer a broad spectrum of investment products and services, such as cash equivalents, fixed income, equities, mutual funds, and alternative investments. The firm manages over $5 billion in assets and has established a global presence with offices in key locations, including New York and Houston, and partnerships in several Latin American countries. Their approach emphasizes open architecture, allowing clients access to a variety of investment options while avoiding conflicts of interest. VectorGlobal WMG is also a registered broker-dealer with the SEC and a member of FINRA and SIPC, ensuring compliance and protection for their clients.

10. WE Family Offices

• Website: wefamilyoffices.com
• Ownership type: Family Owned
• Headquarters: Coral Gables, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn: we-family-offices

WE Family Offices, based in Coral Gables, Florida, is a wealth management firm established in 2013. The company specializes in providing financial advisory services to ultra-high net worth families and family offices. With a focus on tailored solutions, WE Family Offices assists clients in areas such as family governance, investment strategy, and back office support. The firm operates under a fiduciary model, ensuring that clients' interests are prioritized without the influence of sales-based compensation. WE Family Offices serves over 80 families across the United States, Latin America, and Europe, managing approximately $10.2 billion in assets and reporting on an additional $3.9 billion. Their commitment to ethical practices is underscored by their certification as a B Corporation, reflecting their dedication to balancing profit with social responsibility. The team at WE Family Offices boasts extensive experience in the financial sector, with many members holding prestigious designations such as CFA and CFP. This expertise positions them well to navigate the complexities of wealth management for their clients.

11. GenTrust

• Website: gentrustwm.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: July 2022
• Founded year: 2011
• Headcount: 11-50
• LinkedIn: gentrust-llc

GenTrust is an investment advisory firm based in Miami, Florida, founded in 2011. The company specializes in providing tailored wealth management and asset management services to ultra-high-net-worth individuals, families, and institutions. With a team that boasts over 150 years of combined institutional investment experience, GenTrust is committed to addressing complex financial needs through customized solutions. They prioritize fiduciary standards, ensuring that clients' best interests are at the forefront of their services. GenTrust offers a full range of wealth management capabilities, including family office services, bespoke investment strategies, and comprehensive financial planning. Their client base includes entrepreneurs, corporate executives, professional athletes, and foundations, reflecting their ability to cater to a variety of sophisticated financial situations. As of mid-2024, GenTrust manages over $4 billion in assets, underscoring their relevance and expertise in the wealth management industry.

12. Intercam Securities Inc

• Website: intercam.us
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 83%, Mexico 17%
• Founded year: 2007
• Headcount: 11-50
• LinkedIn: intercam-securities-inc

Intercam Securities Inc, based in Miami, Florida, is a private financial services firm founded in 2007. The company specializes in wealth management and investment strategies tailored for individuals and families in Latin America. Intercam offers a range of services, including discretionary management, limited discretionary management, execution-only services, estate planning, and life insurance. This comprehensive suite of offerings allows clients to navigate their financial needs effectively and work towards achieving their long-term objectives. Intercam operates as an introducing broker-dealer, clearing transactions through Pershing, LLC, a subsidiary of Bank of New York Mellon. This partnership provides clients with robust custodial services and access to a wide array of financial products. The firm is also affiliated with Intercam Grupo Financiero, which includes various financial entities, enhancing its service capabilities and market reach.

13. FDI - Gerenciadora de Patrimonios

• Website: fdinternational.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: Argentina 54%, Uruguay 33%, United States (USA) 12%
• Founded year: 1998
• Headcount: 11-50
• LinkedIn: fdi-gerenciadora-de-patrimonios

FDI - Gerenciadora de Patrimonios, founded in 1998 and based in Miami, Florida, is a financial advisory and asset management firm. The company specializes in financial asset management, multi-family office solutions, and fiduciary services. With a workforce of 24 employees, FDI serves a clientele that includes individuals, families, and institutional investors, primarily focusing on wealth protection and investment optimization. The firm operates a fee-only model, ensuring that all revenue comes directly from client fees, which helps to mitigate conflicts of interest. FDI is registered as an investment advisor with the Securities and Exchange Commission (SEC) in the U.S. and is also regulated in Uruguay and Argentina. This regulatory oversight underscores their commitment to maintaining high standards in financial advisory services. FDI's geographical reach extends beyond the U.S., with significant operations in Argentina and Uruguay, catering to expatriates and local clients alike. Their comprehensive approach to wealth management includes personalized investment portfolios and fiduciary oversight, making them a notable player in the wealth management sector.

14. Dawson James Securities, Inc.

• Website: dawsonjames.com
• Ownership type: Venture Capital
• Headquarters: Boca Raton, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: Seed, $350,000, September 2017
• Founded year: 2004
• Headcount: 51-200
• LinkedIn: dawson-james-securities

Dawson James Securities, Inc. is an investment bank based in Boca Raton, Florida, founded in 2004. The firm specializes in a variety of financial services, including investment banking, wealth management, and research. They serve both individual investors and institutional clients, assisting them in navigating the complexities of financial markets. Dawson James provides tailored investment solutions, aiming to meet the unique needs of their clients. Their wealth management services are designed to help clients manage their portfolios effectively, ensuring they have access to the necessary tools and resources. The firm is a member of FINRA and SIPC, which adds a layer of credibility and security for their clients. In 2017, they received seed funding of $350,000, indicating ongoing support for their operations and growth.

15. Global Financial Private Capital, LLC

• Website: gf-pc.com
• Ownership type: Private
• Headquarters: Sarasota, Florida, United States (USA)
• Employee distribution: United States (USA) 89%, United Kingdom (UK) 11%
• Founded year: 1991
• Headcount: 51-200
• LinkedIn: global-financial-private-capital-llc

Global Financial Private Capital, LLC (GFPC) is a wealth management firm based in Sarasota, Florida, founded in 1991. The company provides a range of financial services tailored to both individual and institutional investors. GFPC is dedicated to establishing fiduciary relationships with its clients, ensuring that their interests are prioritized in all financial dealings. The firm focuses on personalized investment strategies and income planning, helping clients navigate their financial goals with clarity and confidence. GFPC operates under the belief that transparency and trust are essential in the financial advisory space. They are also involved in community support, contributing to various charitable organizations, which underscores their commitment to social responsibility. As an SEC-registered investment adviser, GFPC adheres to regulatory standards, further solidifying its credibility in the wealth management sector.

16. Proxy Financial

• Website: proxyfinancial.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 95%, Brazil 5%
• Founded year: 2018
• Headcount: 51-200
• LinkedIn: proxy-financial-services

Proxy Financial, based in Miami, Florida, is a private financial services firm founded in 2018. With a team of approximately 40 employees, the company specializes in wealth management, financial planning, and insurance services. Proxy Financial caters to individual investors, institutions, and businesses, providing customized financial advice and investment management aimed at helping clients achieve their financial objectives. The firm operates under a fiduciary standard, emphasizing transparency and integrity in its client interactions. Proxy Financial also offers international services, reflecting its commitment to serving a global clientele. Their innovative business model and proprietary systems aim to enhance the client experience, positioning them as a forward-thinking entity in the financial services industry.

17. Dakota Wealth Management

• Website: dakotawm.com
• Ownership type: Private Equity
• Headquarters: Palm Beach Gardens, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2023
• Founded year: 2018
• Headcount: 51-200
• LinkedIn: dakota-wealth-management

Dakota Wealth Management is a wealth management firm based in Palm Beach Gardens, Florida, founded in 2018. The firm specializes in providing a range of financial services, including investment management, financial planning, tax services, and estate planning, primarily targeting high-net-worth individuals and families. Dakota Wealth Management prides itself on delivering personalized strategies and expert advice to help clients achieve their financial goals. Since its inception, the firm has actively expanded its operations through strategic acquisitions, significantly increasing its assets under management to approximately $3.2 billion. This growth reflects Dakota's commitment to enhancing its service offerings and its ability to adapt to the evolving needs of its clientele. The firm operates with a focus on creating multi-generational wealth and success, emphasizing a culture of client advocacy and tailored financial solutions.

18. GFG Capital, LLC

• Website: gfgcapital.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2003
• Headcount: 11-50
• LinkedIn: gfg-capital-llc

GFG Capital, LLC is an investment advisory and wealth management firm located in Miami, Florida. Established in 2003, the company specializes in providing comprehensive wealth management services, portfolio analytics, and family office administration. GFG Capital is dedicated to understanding the unique financial aspirations of its clients, offering tailored investment strategies designed to help families and individuals effectively manage and grow their wealth. The firm operates as a multi-family office, emphasizing a personalized approach to wealth management that prioritizes the specific needs and goals of each family. With a team of professionals holding advanced degrees, GFG Capital is committed to delivering informed and strategic financial advice. Their services include discretionary and non-discretionary asset management, customized reporting, and family office analytics, all aimed at preserving and enhancing client wealth over time.

19. Gardens Wealth Management

• Website: gardenswm.com
• Ownership type: Private
• Headquarters: Palm Beach Gardens, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2009
• Headcount: 11-50
• LinkedIn: gardens-wealth-management

Gardens Wealth Management, based in Palm Beach Gardens, Florida, is a financial advisory firm that specializes in wealth management and investment strategies. Established in 2009 by Michael J. Cowan, the firm has grown to manage over $3 billion in assets. They offer a range of services including retirement planning, estate planning, and investment management, focusing on understanding the unique financial goals of individuals and families. The firm prides itself on building strong relationships with clients, ensuring that their financial strategies are tailored to meet specific needs. Gardens Wealth Management has also been recognized as one of the 2024 Forbes Best-in-State Wealth Management Teams, reflecting their commitment to excellence in service and client satisfaction. With a team of experienced advisors, they employ a blend of market insight and personal attention to guide clients through their financial journeys.

20. Bulltick

• Website: bulltick.com
• Ownership type: Private
• Headquarters: Miami, Florida, United States (USA)
• Employee distribution: United States (USA) 93%, Argentina 3%, Colombia 3%
• Founded year: 1999
• Headcount: 51-200
• LinkedIn: bulltick-capital-markets

Bulltick is a Miami-based financial services firm founded in 1999. With a workforce of around 89 employees, the company operates as a majority employee-owned entity. Bulltick specializes in capital markets, investment management, and wealth management, providing tailored solutions to meet the financial goals of its clients. Their services include institutional sales and trading, wealth and asset management, and alternative investments. The firm has built a reputation for its personalized approach, leveraging technology to enhance client service. Bulltick serves a clientele that includes financial institutions, high net worth individuals, and family offices, with a strong emphasis on understanding the unique needs of each client. Their expertise in Latin American markets, combined with a commitment to innovation and transparency, positions them as a notable player in the wealth management sector.

21. Northbridge Financial Group

• Website: northbridgefg.com
• Ownership type: Private
• Headquarters: Tampa, Florida, United States (USA)
• Employee distribution: United States (USA) 84%, Canada 16%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn: northbridge-financial-group

Northbridge Financial Group, founded in 2014 and based in Tampa, Florida, is a private financial advisory firm that focuses on wealth management, asset protection, and comprehensive financial planning. With a team of 19 professionals, the firm serves a clientele that includes physicians, business owners, and high net worth individuals. Their approach is characterized by a thorough review of clients' financial situations, identifying risks, and crafting tailored strategies to safeguard and grow wealth. Northbridge offers a range of services, including investment management, estate planning, and tax planning, all designed to meet the unique needs of their clients. The firm collaborates with strategic partners to enhance their offerings, ensuring that clients receive well-rounded financial advice. Their commitment to independent research and technology further supports their objective of providing effective wealth management solutions.

22. Camden Capital

• Website: camdencapital.com
• Ownership type: Private
• Headquarters: North Palm Beach, Florida, United States (USA)
• Founded year: 2003
• Headcount: 11-50
• LinkedIn: camden-capital-management-llc

Camden Capital, also known as Certuity, is a wealth management firm based in North Palm Beach, Florida, founded in 2003. The firm specializes in providing financial advisory services tailored to high-net-worth individuals, families, and family offices. Their offerings include investment management, legacy planning, and alternative investments, all designed to meet the unique needs of their clients. Certuity prides itself on a high-touch service environment, emphasizing a collaborative and transparent approach to wealth management. The firm is recognized for its expertise, having been named in Forbes America’s Top RIA Firm and having advisors featured in Barron’s Top 1,200 Financial Advisors for a decade. With a team composed of entrepreneurs and professional investors, Camden Capital combines in-house expertise with institutional access to deliver customized financial solutions. Their commitment to fiduciary standards ensures that client interests are prioritized, making them a notable player in the wealth management industry.

23. Evensky & Katz / Foldes Wealth Management

• Website: evensky.com
• Ownership type: Private
• Headquarters: Coral Gables, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1985
• Headcount: 11-50
• LinkedIn: evensky-%26-katz

Evensky & Katz / Foldes Wealth Management is a financial advisory firm based in Coral Gables, Florida, with a history dating back to 1985. The firm specializes in wealth management and financial planning, offering services such as investment management, retirement planning, and tax strategy tailored to corporate executives, professionals, and affluent clients. With a team of 40 professionals, including 19 CERTIFIED FINANCIAL PLANNER® practitioners, they manage over $3 billion in assets. The firm is known for its commitment to a fiduciary standard, ensuring that clients' best interests are at the forefront of their services. Their founders have contributed significantly to the field through research and publications, including innovative investment strategies. Beyond financial services, Evensky & Katz / Foldes is actively engaged in community support, having donated over $1.2 million to local non-profits since 2006, showcasing their dedication to social responsibility and community well-being.

24. Allen & Company of Florida,LLC

• Website: alleninvestments.com
• Ownership type: Family Owned
• Headquarters: Lakeland, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1932
• Headcount: 51-200
• LinkedIn: allen-%26-company-of-florida

Allen & Company of Florida, LLC is a financial advisory firm based in Lakeland, Florida, with a rich history spanning over 85 years. Founded in 1932, it is recognized as Florida's oldest investment firm. The company specializes in wealth management and financial planning, providing a wide array of services tailored to individuals and families. Their offerings include investment planning, retirement planning, tax planning, estate planning, and private wealth management. Allen & Company prides itself on a client-focused approach, aiming to guide clients through their financial journeys with personalized service. The firm operates multiple offices across Central Florida, reflecting its growth and commitment to serving the community. Their employee ownership structure, established through an ESOP in 2012, further emphasizes their dedication to fostering a supportive work environment and aligning the interests of their advisors with those of their clients. Allen & Company actively engages in community initiatives, reinforcing their commitment to making a positive impact beyond financial services.

Wealth Management Insights: Key Companies in Florida

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