RIA Intel›Advisers›Florida›BARBER & ASSOCIATES FINANCIAL GROUP, LLC

BARBER & ASSOCIATES FINANCIAL GROUP, LLC

Advisory

FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL
#1,619
of 2,610 advisers by AUM
Average account
$219K
across 228 accounts
AUM per adviser
$50M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$50M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients226
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BENCHMARK ADVISORY SERVICES, INC.
LAKE WORTH, FL
$50M
ADVISORS MUTUAL SERVICE CENTER INC
WEST PALM BEACH, FL
$50M
+7.8% 1Y
ADHIA INVESTMENT ADVISORS INC.
TAMPA, FL
$50M
0.0% 1Y
EXCALIBUR PARTNERS, LLC
DELRAY BEACH, FL
$50M
GUARDIAN CAPITAL LLC
MIAMI, FL
$50M
-31.5% 1Y
QUANTSOFT ADVISERS LP
POMPANO BEACH, FL
$50M
-7.4% 1Y

Get the full picture on BARBER & ASSOCIATES FINANCIAL GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BARBER & ASSOCIATES FINANCIAL GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans