#1Smith Bruer
SMITH BRUER ADVISORS, LLC
Serves this area from Tallahassee, FL (15 mi)
Retirement Plan Advisors in Jefferson County, FL
The top-ranked retirement plan advisors serving Jefferson County, FL are Smith Bruer, Cypress Capital and Chiron Capital Management, LLC. We list 8 retirement plan advisors serving Jefferson County, FL. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jefferson County, FL. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Jefferson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Smith Bruer | SEC-registered investment adviser (CRD)#284508 | Tallahassee, FL (15 mi) | (850) 877-0803 |
| 2 | Cypress Capital | SEC-registered investment adviser (CRD)#335347 | Tallahassee, FL (21 mi) | (850) 583-5377 |
| 3 | Chiron Capital Management, LLC | SEC-registered investment adviser (CRD)#308286 | Tallahassee, FL (22 mi) | (850) 775-1939 |
| 4 | Fbmc Retirement Solutions, LLC | SEC-registered investment adviser (CRD)#334707 | Tallahassee, FL (24 mi) | (850) 296-1917 |
| 5 | Southeast Asset Advisors, LLC | SEC-registered investment adviser (CRD)#107588 | Thomasville, GA (30 mi) | (229) 226-8839 |
| 6 | Wiregrass Asset Management | SEC-registered investment adviser (CRD)#284608 | Thomasville, GA (30 mi) | (229) 226-0111 |
| 7 | Amb Wealth, LLC | SEC-registered investment adviser (CRD)#113106 | Thomasville, GA (31 mi) | (866) 277-1500 |
| 8 | Mmhp Investment Advisors | SEC-registered investment adviser (CRD)#107861 | Thomasville, GA (31 mi) | (229) 228-1822 |
#2Cypress Capital
CYCAP PARTNERS, LLCServes this area from Tallahassee, FL (21 mi)#3Chiron Capital Management, LLC
CHIRON CAPITAL MANAGEMENT, LLCServes this area from Tallahassee, FL (22 mi)#4Fbmc Retirement Solutions, LLC
FBMC RETIREMENT SOLUTIONS, LLCServes this area from Tallahassee, FL (24 mi)#5Southeast Asset Advisors, LLC
SOUTHEAST ASSET ADVISORS, LLCServes this area from Thomasville, GA (30 mi)#6Wiregrass Asset Management
WIREGRASS INVESTMENT MANAGEMENT LLCServes this area from Thomasville, GA (30 mi)#7Amb Wealth, LLC
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLCServes this area from Thomasville, GA (31 mi)#8Mmhp Investment Advisors
MURPHY MIDDLETON HINKLE & PARKER, INC.Serves this area from Thomasville, GA (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson County?
We list 8 retirement plan advisors serving Jefferson County, FL: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jefferson County?
The top-ranked retirement plan advisors serving Jefferson County, FL are Smith Bruer, Cypress Capital, Chiron Capital Management, LLC, Fbmc Retirement Solutions, LLC and Southeast Asset Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson County are verified against official records?
8 of the top 8 match an active official record: Smith Bruer (U.S. Securities and Exchange Commission), Cypress Capital (U.S. Securities and Exchange Commission), Chiron Capital Management, LLC (U.S. Securities and Exchange Commission), Fbmc Retirement Solutions, LLC (U.S. Securities and Exchange Commission) and Southeast Asset Advisors, LLC (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Monticello, Wacissa, Waukeenah, Lloyd, Lamont, Aucilla