RIA Intel›Advisers›Florida›TWINLEAF FINANCIAL ADVISORS, LLC

TWINLEAF FINANCIAL ADVISORS, LLC

Advisory

FL

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in FL
#2,147
of 2,610 advisers by AUM
Average account
$53K
across 223 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
82
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients82
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In15 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

SAGE WEALTH CONSULTING, LLC
SARASOTA, FL
$12M
NEO ALLIANCE LLC
$12M
FREEDOM FINANCIAL MANAGEMENT, INC
SAINT CLOUD, FL
$12M
RAYMOND P. VIRGILIO, CPA, P.A.
ST. PETERSBURG, FL
$12M
AGILEX ADVISERS LLC
FORT LAUDERDALE, FL
$12M
-51.2% 1Y
IPRO ONE MANAGEMENT, INC.
FORT MYERS, FL
$12M
-52.6% 1Y

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