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AdvisorIQ

Ranking, Florida

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Florida

As of October 2, 2026, Raymond James & Associates, Inc. ranked #1 in Florida in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $67.1 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Raymond James & Associates, Inc. Broker-dealer affiliated St. Petersburg $67.1 billion
2 Raymond James Financial Services Advisors, Inc Broker-dealer affiliated St. Petersburg $45.2 billion
3 Corient Miami $21.6 billion
4 Sanctuary Advisors, LLC Broker-dealer affiliated Miami $7.2 billion
5 Concurrent Investment Advisors, LLC Tampa $5.8 billion
6 Independent Financial Partners Broker-dealer affiliated Tampa $3.8 billion
7 Facet West Palm Beach $3.7 billion
8 We Family Offices Coral Gables $2.4 billion
9 CV Advisors LLC Aventura $2.2 billion
10 Indivisible Partners Clearwater $1.7 billion
11 Yale Capital Corp. St. Petersburg $1.6 billion
12 Lri Investments Palm Beach Gardens $1.4 billion
13 Cwa Asset Management Group Naples $1.2 billion
14 GWN Securities Inc. Broker-dealer affiliated Palm Beach Gardens $1.1 billion
15 J. W. Cole Advisors, Inc. Broker-dealer affiliated Tampa $1.1 billion
16 Valor Advisors LLC Miami $882.3 million
17 Good Life Advisors, LLC Celebration $863.6 million
18 Bbva Global Wealth Advisors, Inc. Broker-dealer affiliated Miami $840.9 million
19 Kovack Advisors, Inc. Broker-dealer affiliated Fort Lauderdale $746.2 million
20 Gentrust Miami $741.2 million
21 Gladstone Wealth Partners Broker-dealer affiliated Palm Beach Gardens $739.8 million
22 Money Concepts Advisory Service Broker-dealer affiliated Palm Beach Gardens $739.4 million
23 Sound Income Strategies, LLC Fort Lauderdale $686.1 million
24 Fidelis Capital Tampa $624.1 million
25 Dakota Wealth, LLC Palm Beach Gardens $606.7 million
26 Jaffe Tilchin Investment Partners, LLC Tampa $605.8 million
27 Legacy Wealth Advisors, LLC North Miami Beach $574.8 million
28 Cyndeo Wealth Partners St. Petersburg $570.6 million
29 Accurate Wealth Management, LLC Broker-dealer affiliated Wesley Chapel $561.4 million
30 MMBG Investment Advisors Co. Miami $521.4 million
31 Rossby Financial, LLC Melbourne $496.2 million
32 Activest Wealth Management, LLC Aventura $443.7 million
33 Fifth Avenue Family Office Naples $442.3 million
34 Archpoint Investors Coral Gables $432.5 million
35 Tiempo Capital Partners Miami $403.1 million
36 Compass Financial Management LLC Tampa $374.9 million
37 Certified Advisory Corp Altamonte Springs $370.7 million
38 Element Pointe Family Office Miami $363.8 million
39 Calton & Associates, Inc. Broker-dealer affiliated Tampa $360.5 million
40 International Assets Investment Management, LLC Broker-dealer affiliated Orlando $356.9 million
41 Moran Wealth Management, LLC Naples $352.2 million
42 Naples Global Advisors Naples $342.1 million
43 Fourthought Financial Partners, LLC. Venice $337.6 million
44 Hoxton Wealth Orlando $333.6 million
45 Ibex Wealth Advisors, LLC West Palm Beach $321.0 million
46 Spirepoint Private Client, LLC Vero Beach $316.1 million
47 Heritage Investment Group, Inc. Pompano Beach $314.9 million
48 The Life Wealth Group Winter Garden $312.9 million
49 Tobias Financial Advisors Plantation $298.8 million
50 3EDGE Asset Management, LP Naples $289.5 million
51 Csenge Advisory Group, LLC Clearwater $287.0 million
52 Whalerock Point Partners, LLC West Palm Beach $280.9 million
53 Bulltick Wealth Management, LLC Broker-dealer affiliated Miami $270.4 million
54 NFSG Corporation Broker-dealer affiliated Boca Raton $269.1 million
55 A&M Private Wealth Partners, LLC West Palm Beach $266.5 million
56 Royal Fund Management, LLC Lady Lake $250.4 million
57 Suncoast Equity Management, LLC Tampa $248.0 million
58 Agw Capital Advisors Tampa $246.8 million
59 Singer Wealth Advisors LLC Boca Raton $241.9 million
60 American Financial Advisors Inc Winter Park $236.0 million
61 CPS Investment Advisors Lakeland $232.0 million
62 Provise Management Group, LLC Clearwater $229.1 million
63 Portfolio Medics, LLC Bonita Springs $227.7 million
64 Investment Advisory Group LLC Sarasota $222.6 million
65 Synergy Investment Management LLC Altamonte Springs $220.3 million
66 55 North Private Wealth Winter Park $214.5 million
67 Global Assets Advisory, LLC Broker-dealer affiliated Orlando $213.5 million
68 Jackson Wealth Management, LLC Lake Mary $212.9 million
69 Dock Street Asset Management Inc Palm Beach $204.3 million
70 Kaufman Rossin Wealth, LLC Miami $203.8 million
71 Certuity, LLC North Palm Beach $201.6 million
72 Moisand Fitzgerald Tamayo, LLC Orlando $199.6 million
73 Unique Wealth, LLC Tampa $199.1 million
74 MG&A Wealth Plantation $196.5 million
75 Aspire Growth Partners LLC Miromar Lakes $194.7 million
76 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale $193.7 million
77 Baron Silver Stevens Financial Advisors, LLC Boca Raton $185.1 million
78 Palisades Hudson Asset Management, L.P. Fort Lauderdale $183.7 million
79 Xendia Wealth LLC Miami $183.6 million
80 Ullmann Wealth Partners Jacksonville Beach $179.7 million
81 Greenbridge Partners LLC Lakeland $178.3 million
82 Fortress Wealth Planning Jacksonville Beach $178.2 million
83 Ars Wealth Advisors St. Petersburg $170.8 million
84 J. L. Bainbridge & Co., Inc. Sarasota $169.8 million
85 Noesis Capital Management Corp Boca Raton $169.7 million
86 Ciccarelli Advisory Services Inc Naples $167.9 million
87 Walsh & Associates, LLC Sarasota $167.5 million
88 Intellus Advisors, LLC Naples $166.8 million
89 QTR Family Wealth, LLC Lake Mary $166.5 million
90 Tactive Advisors, LLC Sarasota $162.2 million
91 Global Financial Private Client Sarasota $161.4 million
92 Maximai Investment Partners, LLC Coral Gables $157.2 million
93 Advantage Wealth Partners Fort Myers $157.1 million
94 Aviance Capital Partners LLC Naples $154.6 million
95 Sierra Capital LLC Miami $154.2 million
96 Centrica Wealth Management Miami $151.6 million
97 Lighthouse Financial St. Petersburg $151.0 million
98 Hudson Value Partners, LLC Palm Beach $147.6 million
99 Guerra Wealth Advisors Miami $146.2 million
100 Storge Coral Gables $145.9 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.