Falists

Florida · 13 advisers

Financial Advisors in Tallahassee, Florida

Looking for a financial advisor in Tallahassee, Florida? Falists indexes 13 SEC-registered and state-registered investment advisers in Tallahassee — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $416.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

11

Largest AUM

$416.8M

Financial planning

9

Filter by specialty

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

AllWealth11Planning9Trusts11Retirement5Institutional7

Top advisors in Tallahassee

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

View all 13 →

CYPRESS CAPITAL

Tallahassee, FL

AUM

$143.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

850-583-5377

Full profileVisit site →

PROPER WEALTH

Tallahassee, FL

AUM

$131.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

(850) 972-9725

Full profileVisit site →

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 Tallahassee, Florida?
13 registered investment advisers are listed in our Tallahassee directory, sourced from public SEC filings.
What types of advisors are in Tallahassee?
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 Tallahassee?
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.