City
Wealth management firms in Tallahassee, Florida
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Tallahassee, Florida reported $2.1 billion in regulatory assets under management; the largest by assets was Seven Mile Advisory LLC, with $416.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $124.7 million
- SEC-registered, of those listed
- 8 of 17 (47.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Seven Mile Advisory LLC | SEC | $416.8 million | 320 |
| 2 | Seven Hills Financial, LLC | SEC | $280.9 million | 895 |
| 3 | Chiron Capital Management, LLC | SEC | $242.6 million | 910 |
| 4 | Wealth Management Corporation | SEC | $241.5 million | 1,641 |
| 5 | Smith Bruer | SEC | $238.5 million | 458 |
| 6 | Harvest Investment Advisors, LLC | SEC | $200.3 million | 280 |
| 7 | Cypress Capital | SEC | $143.2 million | 484 |
| 8 | Proper Wealth | SEC | $131.8 million | 500 |
| 9 | Tallahassee Financial Advisors, Inc. | State | $85.7 million | 361 |
| 10 | Cassini Capital Management, LLC | State | $74.5 million | 110 |
| 11 | Red Hills Capital, LLC | State | $57.9 million | 82 |
| 12 | MJS Investment Partners LLC | State | $4.1 million | 5 |
| 13 | Dougherty Financial Planning, LLC | State | $2.5 million | 24 |
| 14 | Shonan Gold Financial LLC | State | $12,000 | 2 |
| 15 | O'Ferrall Advisory Services | State | $10 | 1 |
| 16 | Capital City Wealth Advisors, Inc. | State | $0 | 0 |
| 17 | Primaris Wealth Management | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.