SEC-registered wealth management firm Broker-dealer affiliated
Bbva Global Wealth Advisors, Inc.
As of its Form ADV filed September 15, 2026, Bbva Global Wealth Advisors, Inc., an SEC-registered, broker-dealer affiliated wealth management firm in Miami, Florida, reported $1.4 billion in regulatory assets under management across 792 accounts, ranking #65 among all wealth firms in Florida by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 327326
- SEC file number
- 801-129582
- Registered since
- February 26, 2024
- Latest Form ADV filing
- September 15, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 2
Key figures
- Regulatory assets under management
- $1.4 billion
- Discretionary
- $0 (0.0%)
- Non-discretionary
- $1.4 billion
- Accounts
- 792 (0 discretionary)
- Clients
- 792, approximate as reported
- Employees
- 84
- Advisory staff
- 39 performing investment advisory functions
- Average account
- $1.7 million
- Asset growth, 1 year
- 160.6% (from $523.7 million a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 96.5% (from 403)
Broker-dealer affiliated. The firm is affiliated with a bank (Item 7.A(8)) that is part of a group with a broker-dealer (Item 7.A(1)) or controlled by a public company (Schedule D, Item 10.A). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. 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 all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2024 | $222.8 million |
| September 2, 2025 | $523.7 million |
| October 2, 2026 | $1.4 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 582 clients | $910.6 million | |
| Corporations or other businesses 101 clients | $318.9 million | |
| Other 31 clients | $100.9 million | |
| Individuals (other than high net worth) 78 clients | $34.3 million |
How the firm is paid
- A percentage of assets under management
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
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)
- Broker-dealer
- Other investment adviser
- Swap dealer
- Major security-based swap participant
- Banking or thrift institution
- Insurance company or agency
- Pension consultant
- Sponsor, general partner or managing member of pooled investment vehicles
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 51
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 50
Designations held by the firm's IARs: CFA 6.
Between 42 and 43 of the firm's 51 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 2 disclosure questions. 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 |
|---|---|---|
| Spirepoint Private Client, LLC | Vero Beach | $1.4 billion |
| J. L. Bainbridge & Co., Inc. | Sarasota | $1.4 billion |
| Fifth Avenue Family Office | Naples | $1.4 billion |
| Intellus Advisors, LLC | Naples | $1.4 billion |
| Moisand Fitzgerald Tamayo, LLC | Orlando | $1.4 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Bbva Global Wealth Advisors, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: bbvaglobalwealthadvisors.com
- Wealth management firms 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.