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For asset managers
AdvisorIQ

Ranking, Florida

Independent RIAs with the biggest asset gains over one year in Florida

As of October 2, 2026, Corient ranked #1 in Florida in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $21.6 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Corient Miami $21.6 billion
2 Concurrent Investment Advisors, LLC Tampa $5.8 billion
3 Facet West Palm Beach $3.7 billion
4 We Family Offices Coral Gables $2.4 billion
5 CV Advisors LLC Aventura $2.2 billion
6 Indivisible Partners Clearwater $1.7 billion
7 Yale Capital Corp. St. Petersburg $1.6 billion
8 Lri Investments Palm Beach Gardens $1.4 billion
9 Cwa Asset Management Group Naples $1.2 billion
10 Valor Advisors LLC Miami $882.3 million
11 Good Life Advisors, LLC Celebration $863.6 million
12 Gentrust Miami $741.2 million
13 Sound Income Strategies, LLC Fort Lauderdale $686.1 million
14 Fidelis Capital Tampa $624.1 million
15 Dakota Wealth, LLC Palm Beach Gardens $606.7 million
16 Jaffe Tilchin Investment Partners, LLC Tampa $605.8 million
17 Legacy Wealth Advisors, LLC North Miami Beach $574.8 million
18 Cyndeo Wealth Partners St. Petersburg $570.6 million
19 MMBG Investment Advisors Co. Miami $521.4 million
20 Rossby Financial, LLC Melbourne $496.2 million
21 Activest Wealth Management, LLC Aventura $443.7 million
22 Fifth Avenue Family Office Naples $442.3 million
23 Archpoint Investors Coral Gables $432.5 million
24 Tiempo Capital Partners Miami $403.1 million
25 Compass Financial Management LLC Tampa $374.9 million
26 Certified Advisory Corp Altamonte Springs $370.7 million
27 Element Pointe Family Office Miami $363.8 million
28 Moran Wealth Management, LLC Naples $352.2 million
29 Naples Global Advisors Naples $342.1 million
30 Fourthought Financial Partners, LLC. Venice $337.6 million
31 Hoxton Wealth Orlando $333.6 million
32 Ibex Wealth Advisors, LLC West Palm Beach $321.0 million
33 Spirepoint Private Client, LLC Vero Beach $316.1 million
34 Heritage Investment Group, Inc. Pompano Beach $314.9 million
35 The Life Wealth Group Winter Garden $312.9 million
36 Tobias Financial Advisors Plantation $298.8 million
37 3EDGE Asset Management, LP Naples $289.5 million
38 Csenge Advisory Group, LLC Clearwater $287.0 million
39 Whalerock Point Partners, LLC West Palm Beach $280.9 million
40 A&M Private Wealth Partners, LLC West Palm Beach $266.5 million
41 Royal Fund Management, LLC Lady Lake $250.4 million
42 Suncoast Equity Management, LLC Tampa $248.0 million
43 Agw Capital Advisors Tampa $246.8 million
44 Singer Wealth Advisors LLC Boca Raton $241.9 million
45 American Financial Advisors Inc Winter Park $236.0 million
46 CPS Investment Advisors Lakeland $232.0 million
47 Provise Management Group, LLC Clearwater $229.1 million
48 Portfolio Medics, LLC Bonita Springs $227.7 million
49 Investment Advisory Group LLC Sarasota $222.6 million
50 Synergy Investment Management LLC Altamonte Springs $220.3 million
51 55 North Private Wealth Winter Park $214.5 million
52 Jackson Wealth Management, LLC Lake Mary $212.9 million
53 Dock Street Asset Management Inc Palm Beach $204.3 million
54 Kaufman Rossin Wealth, LLC Miami $203.8 million
55 Certuity, LLC North Palm Beach $201.6 million
56 Moisand Fitzgerald Tamayo, LLC Orlando $199.6 million
57 Unique Wealth, LLC Tampa $199.1 million
58 MG&A Wealth Plantation $196.5 million
59 Aspire Growth Partners LLC Miromar Lakes $194.7 million
60 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale $193.7 million
61 Baron Silver Stevens Financial Advisors, LLC Boca Raton $185.1 million
62 Palisades Hudson Asset Management, L.P. Fort Lauderdale $183.7 million
63 Xendia Wealth LLC Miami $183.6 million
64 Ullmann Wealth Partners Jacksonville Beach $179.7 million
65 Greenbridge Partners LLC Lakeland $178.3 million
66 Fortress Wealth Planning Jacksonville Beach $178.2 million
67 Ars Wealth Advisors St. Petersburg $170.8 million
68 J. L. Bainbridge & Co., Inc. Sarasota $169.8 million
69 Noesis Capital Management Corp Boca Raton $169.7 million
70 Ciccarelli Advisory Services Inc Naples $167.9 million
71 Walsh & Associates, LLC Sarasota $167.5 million
72 Intellus Advisors, LLC Naples $166.8 million
73 QTR Family Wealth, LLC Lake Mary $166.5 million
74 Tactive Advisors, LLC Sarasota $162.2 million
75 Global Financial Private Client Sarasota $161.4 million
76 Maximai Investment Partners, LLC Coral Gables $157.2 million
77 Advantage Wealth Partners Fort Myers $157.1 million
78 Aviance Capital Partners LLC Naples $154.6 million
79 Sierra Capital LLC Miami $154.2 million
80 Centrica Wealth Management Miami $151.6 million
81 Lighthouse Financial St. Petersburg $151.0 million
82 Hudson Value Partners, LLC Palm Beach $147.6 million
83 Guerra Wealth Advisors Miami $146.2 million
84 Storge Coral Gables $145.9 million
85 Koss-Olinger Consulting, LLC. Gainesville $145.4 million
86 Rezny Wealth Management, Inc. Fort Myers $140.8 million
87 Bluestar Wealth Management Lake Mary $139.8 million
88 Omnia Family Wealth, LLC Aventura $135.4 million
89 Proper Wealth Tallahassee $131.8 million
90 Seven Hills Financial, LLC Tallahassee $131.8 million
91 Core Wealth Advisors, Inc. Lakeland $131.6 million
92 Blacktower Financial Management (US) LLC Orlando $131.6 million
93 Disciplined Equity Management, Inc. Neptune Beach $131.3 million
94 Morangie Management LLC Vero Beach $127.9 million
95 Noble Family Wealth Clearwater $126.9 million
96 Bastion Fiduciary Islamorada $125.2 million
97 Cayside Partners Jupiter $124.0 million
98 Augustine Asset Management Inc Jacksonville $123.1 million
99 Matters Capital LLC Coral Gables $122.5 million
100 Walser Wealth Management Company, A Limited Liability Company Tampa $119.0 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

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.