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AdvisorIQ

Ranking, Florida

Independent RIAs with the fastest client growth over one year in Florida

As of October 2, 2026, Rossby Financial, LLC ranked #1 in Florida in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 237.6%, from a base of 1,179.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Rossby Financial, LLC Melbourne 237.6% 1,179
2 Allied Private Wealth Boca Raton 159.1% 176
3 Covingtonalsina Jacksonville 140.0% 570
4 Synergy Investment Management LLC Altamonte Springs 132.3% 1,083
5 Dougherty Investment Advisors Spring Hill 121.4% 187
6 PFG Private Wealth Management, LLC Lutz 115.3% 444
7 Chiron Capital Management, LLC Tallahassee 115.1% 424
8 Fund Advisors of America Inc Orlando 113.5% 274
9 Api Financial Advisors, LLC Rockledge 110.0% 329
10 Davis Capital Management Jacksonville 106.2% 225
11 MFP Financial Services, LLC Safety Harbor 103.3% 633
12 Campbell Capital Management Inc Miami 101.5% 263
13 Skyview Financial Group, LLC Ponte Vedra Beach 76.2% 411
14 Inversiones Sura Miami 75.5% 249
15 Origin Investment Advisory LLC Sarasota 72.7% 7,997
16 Spirepoint Private Client, LLC Vero Beach 72.2% 799
17 Ciccarelli Advisory Services Inc Naples 69.8% 2,092
18 Compass Financial Management LLC Tampa 65.0% 1,350
19 Evolution Wealth Management Inc. Fort Myers 55.6% 189
20 Merited Wealth, LLC North Bay Village 50.0% 124
21 Hoxton Wealth Orlando 49.8% 920
22 Opinicus Tampa 48.6% 173
23 Secure Wealth, Inc. Boca Raton 48.3% 149
23 Imz Advisory Inc. Boca Raton 48.3% 298
25 Fmsa Delray Beach 48.2% 1,724
26 Alpha Zero LLC Boca Raton 48.1% 347
27 Premier Private Wealth Management, LLC Palm Harbor 45.5% 481
28 Financial Trust Asset Management Chartered Boca Raton 45.5% 143
29 Aragon Capital LLC Fort Lauderdale 44.1% 839
30 Corrales & Co. Miami 44.0% 225
31 Good Life Advisors, LLC Celebration 43.6% 15,732
32 Proathlete Wealth Management LLC Boca Raton 43.4% 143
33 Coral Wealth Management, LLC Miami 43.2% 176
34 Carpenter, Claydon Advisors, Inc. Maitland 42.9% 175
35 Greenbridge Partners LLC Lakeland 41.8% 457
36 Oxford Wealth Group, LLC Orlando 41.6% 646
37 Uhler Vertich White Advisors Fort Myers 39.9% 303
38 Oxenfree Financial Melbourne 38.6% 687
39 Seven Hills Financial, LLC Tallahassee 38.4% 276
40 Lri Investments Palm Beach Gardens 37.9% 422
41 Guerra Wealth Advisors Miami 36.7% 2,200
42 Parady Wealth Management The Villages 36.7% 938
43 Kirtland Financial Management, Inc. Coral Gables 35.8% 148
44 Golden Road Advisors LLC Tampa 35.5% 183
45 Stillwater Wealth Management Group LLC Juno Beach 35.3% 190
46 Atticus Wealth Management Palm Beach Gardens 33.6% 321
47 Nexwealth LLC Palm Beach Gardens 32.4% 145
48 Freedom Family Office, LLC Jupiter 30.0% 100
49 Fidelis Capital Tampa 29.7% 182
50 Concurrent Investment Advisors, LLC Tampa 29.2% 10,278
51 Pento Portfolio Strategies, LLC Naples 27.2% 687
52 55 North Private Wealth Winter Park 26.5% 132
53 Invenio Wealth Partners, LLC Coral Gables 26.2% 263
54 Mra Advisory Group Sarasota 25.6% 402
55 Manna Wealth Management Miami Beach 24.0% 495
56 Q Capital Solutions Naples 23.9% 188
57 Wealth Management Corporation Tallahassee 23.8% 1,325
58 Cypress Capital Tallahassee 22.0% 232
59 MMBG Investment Advisors Co. Miami 21.9% 114
60 Jaffe Tilchin Investment Partners, LLC Tampa 21.9% 1,600
61 Shellman Investment Management, LLC Coral Gables 21.8% 110
62 Noble Family Wealth Clearwater 21.6% 102
63 Wealth Care LLC Merritt Island 21.2% 203
64 Strivus Wealth Partners LLC Jacksonville Beach 20.8% 144
65 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 20.6% 1,382
66 Core Wealth Advisors, Inc. Lakeland 20.4% 494
67 Cwa Asset Management Group Naples 19.9% 3,295
68 Firestone Capital Management Inc South Miami 19.4% 314
69 Dakota Wealth, LLC Palm Beach Gardens 19.4% 3,152
70 Fortress Wealth Planning Jacksonville Beach 19.0% 137
71 CV Advisors LLC Aventura 18.7% 134
72 Xendia Wealth LLC Miami 18.4% 4,061
73 Unique Wealth, LLC Tampa 17.6% 720
74 Img Wealth Management, Inc. Jacksonville 17.5% 604
75 Turner Financial Group, Inc. Pace 17.4% 528
76 Palm Wealth Partners Boca Raton 17.3% 617
77 Kaufman Rossin Wealth, LLC Miami 17.0% 200
78 Walser Wealth Management Company, A Limited Liability Company Tampa 16.3% 582
79 Plan Confidence Corporation Sarasota 15.3% 745
80 Forza Wealth Management Sarasota 15.1% 119
81 Clarity Financial Advisors LLC St. Petersburg 15.1% 862
82 Dale K. Ehrhart, Inc. Venice 14.9% 121
83 Scala Capital LLC Miami 14.8% 351
84 Sandy Morris Financial & Estate Planning Services, LLC Tampa 14.5% 670
85 Base Wealth Management Lakewood Ranch 14.3% 754
86 Northbridge Financial Group, LLC Tampa 14.3% 426
87 Noesis Capital Management Corp Boca Raton 14.3% 329
87 Kingsman Wealth Management Inc. Pensacola 14.3% 189
89 Csenge Advisory Group, LLC Clearwater 14.1% 6,312
90 Tactive Advisors, LLC Sarasota 14.0% 1,375
91 Amerity Wealth Management, LLC Lakeland 13.8% 665
92 Financial Harvest Wealth Advisors Winter Park 13.5% 282
93 Total Wealth Planning and Management, Inc. Ponte Vedra 13.4% 366
94 Personalized Financial Solutions LLC Clearwater 13.4% 127
95 Xcel Wealth Management, LLC Holly Hill 13.2% 295
96 Walsh & Associates, LLC Sarasota 13.2% 1,170
97 Singer Wealth Advisors LLC Boca Raton 13.0% 843
98 Ralicki Wealth Management & Trust Services Stuart 13.0% 100
99 Rwa Advisors Boca Raton 12.8% 196
100 Haven Private Orlando 12.7% 165

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

More rankings

Client growth 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.