Overview
Assets Under Management: $7.2 billion
Headquarters: TAMPA, FL
High-Net-Worth Clients: 1,691
Average Client Assets: $1 million
Frequently Asked Questions
J. W. COLE ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112294), J. W. COLE ADVISORS, INC. is subject to fiduciary duty under federal law.
J. W. COLE ADVISORS, INC. is headquartered in TAMPA, FL.
J. W. COLE ADVISORS, INC. serves 1,691 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, J. W. COLE ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
J. W. COLE ADVISORS, INC. manages $7.2 billion in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, J. W. COLE ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,691
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.07
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 29,614
Discretionary Accounts: 24,406
Non-Discretionary Accounts: 5,208
Regulatory Filings
CRD Number: 112294
Filing ID: 2039180
Last Filing Date: 2026-01-14 15:31:15