SEC-registered independent wealth management RIA
Lri Investments
As of its Form ADV filed September 28, 2026, Lri Investments, an SEC-registered independent wealth management RIA in Palm Beach Gardens, Florida, reported $2.8 billion in regulatory assets under management across 1,542 accounts, ranking #25 among independent RIAs in Florida by assets.
Registration
- Main office
- Palm Beach Gardens, FL
- Registration
- SEC-registered, Approved
- CRD number
- 323556
- SEC file number
- 801-127277
- Registered since
- April 12, 2024
- Latest Form ADV filing
- September 28, 2026
- Legal name
- LRI INVESTMENTS, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 3
Key figures
- Regulatory assets under management
- $2.8 billion
- Discretionary
- $1.9 billion (68.0%)
- Non-discretionary
- $891.0 million
- Accounts
- 1,542 (1,409 discretionary)
- Clients
- 582, approximate as reported
- Employees
- 35
- Advisory staff
- 31 performing investment advisory functions
- Average account
- $1.8 million
- Asset growth, 1 year
- 98.1% (from $1.4 billion a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 37.9% (from 422)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Florida | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #427 | #25 | $2.8 billion |
| Fastest-growing independent RIAs over one year | #87 | #6 | 98.1%from $1.4 billion |
| Independent RIAs with the biggest asset gains over one year | #152 | #8 | $1.4 billion |
| Independent RIAs with the most clients | #1,864 | #120 | 582 |
| Independent RIAs with the fastest client growth over one year | #356 | #40 | 37.9%from 422 |
| Independent RIAs with the most accounts | #1,615 | #86 | 1,542 |
| Independent RIAs with the most advisory staff | #295 | #17 | 31 |
| Independent RIAs with the most high net worth clients | #1,362 | #73 | 213 |
| Independent RIAs with the most CFP professionals | #1,937 | #102 | 2 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 5, 2023 | $0 |
| October 1, 2024 | $932.9 million |
| September 2, 2025 | $1.4 billion |
| October 2, 2026 | $2.8 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 213 clients | $1.8 billion | |
| Pension and profit sharing plans 104 clients | $809.2 million | |
| Individuals (other than high net worth) 264 clients | $78.9 million | |
| State or municipal government entities 1 client | $73.1 million |
How the firm is paid
- A percentage of assets under management
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Pension consulting
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported custody of client cash or securities, $999,900 in total.
Investment adviser representatives
- IARs registered with the firm
- 25
- Also registered through a broker-dealer
- 20
- Employees who are IARs (Form ADV 5.B(3))
- 24
Designations held by the firm's IARs: ChFC 4, CFP 2.
Between 11 and 25 of the firm's 25 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 1 disclosure question. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Certified Advisory Corp | Altamonte Springs | $3.0 billion |
| MMBG Investment Advisors Co. | Miami | $3.0 billion |
| CPS Investment Advisors | Lakeland | $2.9 billion |
| L 1 Global Wealth LLC | Coconut Grove | $2.8 billion |
| Jaffe Tilchin Investment Partners, LLC | Tampa | $2.4 billion |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Lri Investments on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: mariner-linrip.com
- Independent RIAs in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.