Top 4 financial advisor firms in Plantation

4 SEC-registered financial advisor firms are headquartered in Plantation, FL, with $2.55B in combined regulatory assets under management. The largest by assets are Tobias Financial Advisors ($1.19B), Meg Green & Associates ($1.02B) and Sterling Wealth Advisors ($224M).

4
Financial advisor firms: $2.55B
Their combined AUM: $621M
Median firm AUM: 1,168
Clients of the top 4

The 4 largest by assets

1
Tobias Financial Advisors
RIA
$1.19B
Regulatory AUM
2
Meg Green & Associates
RIA
$1.02B
0.25% to 1.00% a year
3
Sterling Wealth Advisors
RIA
$224M
Regulatory AUM
4
Abacus Capital Advisors
RIA
$120M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Tobias Financial Advisors

Tobias Financial Advisors is an investment adviser based in Plantation, FL, registered with the SEC since 1989. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.19 billion, as filed on 11 September 2026.

Regulatory AUM: $1.19B
Clients: 383
Advisory staff: 9
Founded: 1980
Custodians: Charles Schwab
Headquarters: 1000 S. Pine Island Road, Suite 450, Plantation, FL 33324
Phone: 954-424-1660
Website: tobiasfinancial.com

No. 2 · RIA

Meg Green & Associates

Meg Green & Associates is an investment adviser based in Plantation, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $1.02 billion, as filed on 29 September 2026.

Meg Green & Associates charges 0.25%–1.00% a year for its Investment Management Services.

Regulatory AUM: $1.02B
Clients: 657
Advisory staff: 6
Founded: 1989
Fee schedule: 0.25% to 1.00% a year
Custodians: Fidelity
Headquarters: 8151 Peters Road, Suite 3200, Plantation, FL 33324
Phone: 954-289-9000
Website: mgawealth.com

No. 3 · RIA

Sterling Wealth Advisors

Sterling Wealth Advisors is an investment adviser based in Plantation, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $224 million, as filed on 1 April 2026.

Regulatory AUM: $224M
Clients: 80
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 8201 Peters Road, Suite 1000, Plantation, FL 33324
Phone: 954-771-1313
Website: sterlingwealthadvisors.com

No. 4 · RIA

Abacus Capital Advisors

Abacus Capital Advisors is an investment adviser based in Plantation, FL, registered with the SEC since 2025. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $120 million, as filed on 30 March 2026.

Regulatory AUM: $120M
Clients: 48
Advisory staff: 3
Custodians: Interactive Brokers, Pershing
Headquarters: 8181 West Broward BLVD, Suite 258, Plantation, FL 33324
Phone: 954-361-4210
Website: abacuscapitaladvisors.com

Questions about financial advisors in Plantation

How many financial advisor firms are headquartered in Plantation?

4 SEC-registered financial advisor firms report their principal office in Plantation, FL, managing $2.55B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Plantation?

Tobias Financial Advisors, with $1.19B in regulatory assets under management on its latest Form ADV. The next largest are Meg Green & Associates ($1.02B) and Sterling Wealth Advisors ($224M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Plantation?

The median firm manages $621M in regulatory assets. That is the midpoint of the 4 firms headquartered in Plantation.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Plantation?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Plantation has 4 financial advisor firms; see every adviser in the city →