RIA Intel›Advisers›Florida›GUARDIAN ADVISORS, LLC

GUARDIAN ADVISORS, LLC

Advisory

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

Rank in FL

#2,411

of 2,610 advisers by AUM

Average account

$1M

across 2 accounts

AUM per adviser

$3M

1 advisers

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

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

2 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

FINANCIAL WELLNESS SOLUTIONS, LLC

$3M

W BRADLEY WEALTH MANAGEMENT LLC

$3M

CP FINANCIAL ADVISORY, LLC

$3M

BOCA RETIREMENT STRATEGIES INC.

$3M

MEDINA CAPITAL ADVISORS, LLC

CORAL GABLES, FL

$3M

-99.1% 1Y

MASLAR FINANCIAL, INC.

$3M

Get the full picture on GUARDIAN ADVISORS, LLC

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

Create a free account →See plans