RIA IntelAdvisersFloridaCLIENT FIRST FINANCIAL ADVISORS, LLC

CLIENT FIRST FINANCIAL ADVISORS, LLC

Advisory

FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in FL
#2,279
of 2,610 advisers by AUM
Average account
$395K
across 16 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

MCCLOSKEY & ASSOCIATES, P.A.
MELBOURNE, FL
$6M
ASCENSION WEALTH MANAGEMENT LLC
$6M
XIE, RUI
$6M
WARWICK SHORE ADVISORS, LLC
ORLANDO, FL
$6M
N.A. SILVA & COMPANY, INC.
$6M
FIRST FEDERAL FINANCIAL SERVICES CORP
LAKE CITY, FL
$6M
-93.1% 1Y

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