Top 7 financial advisor firms in Tallahassee

7 SEC-registered financial advisor firms are headquartered in Tallahassee, FL, with $1.7B in combined regulatory assets under management. The largest by assets are Seven Mile Advisory ($417M), Seven Hills Financial ($281M) and Chiron Capital Management ($243M).

7
Financial advisor firms: $1.7B
Their combined AUM: $242M
Median firm AUM: 4,018
Clients of the top 7

The 7 largest by assets

1
Seven Mile Advisory
RIA
$417M
Up to 0.85% a year
2
Seven Hills Financial
RIA
$281M
0.50% to 1.25% a year
3
Chiron Capital Management
RIA
$243M
0.50% to 1.50% a year
4
Wealth Management Corporation of America
RIA
$242M
0.50% to 1.50% a year
5
Smith Bruer Advisors
RIA
$238M
0.50% to 1.25% a year
6
Cycap Partners
RIA
$143M
Regulatory AUM
7
PW Advisors
RIA
$132M
0.50% to 1.60% a year

Profiles of the top 7

No. 1 · RIA

Seven Mile Advisory

Seven Mile Advisory is an investment adviser based in Tallahassee, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $417 million, as filed on 1 April 2026.

Seven Mile Advisory charges up to 0.85% a year for its Investment Management Services.

Regulatory AUM: $417M
Clients: 36
Advisory staff: 4
Fee schedule: Up to 0.85% a year
Custodians: Charles Schwab
Headquarters: 1201 Hays Street, Tallahassee, FL 32301-2525
Phone: 212-365-5562
Website: sevenmileadvisory.com

No. 2 · RIA

Seven Hills Financial

Seven Hills Financial is an investment adviser based in Tallahassee, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $281 million, as filed on 7 August 2026.

Seven Hills Financial charges 0.50%–1.25% a year for its Portfolio management.

Regulatory AUM: $281M
Clients: 382
Advisory staff: 5
Founded: 2007
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 410 East 6th Avenue, Tallahassee, FL 32303
Phone: 850-219-6699
Website: sevenhillsfinancial.com

No. 3 · RIA

Chiron Capital Management

Chiron Capital Management is an investment adviser based in Tallahassee, FL, registered with the SEC since 2020. 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 $243 million, as filed on 25 August 2026.

Chiron Capital Management charges 0.50%–1.50% a year for its Wealth Management Fees.

Regulatory AUM: $243M
Clients: 912
Advisory staff: 1
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 261 Pinewood Drive, Tallahassee, FL 32303
Phone: 850-775-1939
Website: chironcapital.com

No. 4 · RIA

Wealth Management Corporation of America

Wealth Management Corporation of America is an investment adviser based in Tallahassee, FL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $242 million, as filed on 25 March 2026.

Wealth Management Corporation of America charges 0.50%–1.50% a year for its Advisory fee.

Regulatory AUM: $242M
Clients: 1,641
Advisory staff: 3
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 2941 Kerry Forest Parkway, Tallahassee, FL 32309-6825
Phone: 850-894-7526
Website: wealthmanagementcorp.com

No. 5 · RIA

Smith Bruer Advisors

Smith Bruer Advisors is an investment adviser based in Tallahassee, FL, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $238 million, as filed on 4 March 2026.

Smith Bruer Advisors charges 0.50%–1.25% a year for its Portfolio Management Services.

Regulatory AUM: $238M
Clients: 270
Advisory staff: 5
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab, Ascensus Broker Dealer Services, Mid Atlantic Trust
Headquarters: 1700 Summit Lake Drive, Suite 102, Tallahassee, FL 32317
Phone: 850-877-0803
Website: smithbruer.com

No. 6 · RIA

Cycap Partners

Cycap Partners is an investment adviser based in Tallahassee, FL, registered with the SEC since 2025. 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 $143 million, as filed on 26 March 2026.

Regulatory AUM: $143M
Clients: 281
Advisory staff: 2
Custodians: LPL Financial, Charles Schwab
Headquarters: 1415 Piedmont DR. E, Suite 1, Tallahassee, FL 32308
Phone: 850-583-5377
Website: cypresscapital.com

No. 7 · RIA

PW Advisors

PW Advisors is an investment adviser based in Tallahassee, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $132 million, as filed on 28 July 2026.

PW Advisors charges 0.50%–1.60% a year for its Investment Management Services.

Regulatory AUM: $132M
Clients: 496
Advisory staff: 4
Fee schedule: 0.50% to 1.60% a year
Custodians: LPL Financial
Headquarters: 3233 Thomasville Road, Tallahassee, FL 32308
Phone: 850-972-9725
Website: pwadvisors.com

Questions about financial advisors in Tallahassee

How many financial advisor firms are headquartered in Tallahassee?

7 SEC-registered financial advisor firms report their principal office in Tallahassee, FL, managing $1.7B in regulatory assets between them.

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

What is the largest financial advisor firm in Tallahassee?

Seven Mile Advisory, with $417M in regulatory assets under management on its latest Form ADV. The next largest are Seven Hills Financial ($281M) and Chiron Capital Management ($243M).

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

How large is a typical financial advisor firm in Tallahassee?

The median firm manages $242M in regulatory assets. That is the midpoint of the 7 firms headquartered in Tallahassee.

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

How much do financial advisors in Tallahassee charge?

Of the 7 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% to 1.60% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Tallahassee has 7 financial advisor firms; see every adviser in the city →