Falists

Florida · 11 advisers

Financial Advisors in Gainesville, Florida

Looking for a financial advisor in Gainesville, Florida? Falists indexes 11 SEC-registered and state-registered investment advisers in Gainesville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $2.23B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

7

Largest AUM

$2.23B

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning8Trusts8Retirement4Institutional3

Top advisors in Gainesville

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

TOGETHER PLANNING

Gainesville, FL

AUM

$176.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

352-221-9300

Full profileVisit site →

STRATEGIC ASSET PLANNING

Gainesville, FL

AUM

$41.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

8635213035

Full profileNo website

MAGNA VIS CAPITAL

Gainesville, FL

AUM

$353K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(941) 914-1551

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Gainesville, Florida?
11 registered investment advisers are listed in our Gainesville directory, sourced from public SEC filings.
What types of advisors are in Gainesville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Gainesville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.