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AdvisorIQ

Ranking, Florida

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Florida

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

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

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 Bbva Global Wealth Advisors, Inc. Broker-dealer affiliated Miami 96.5% 403
14 Global Assets Advisory, LLC Broker-dealer affiliated Orlando 88.1% 1,376
15 Amerant Investments, Inc. Broker-dealer affiliated Coral Gables 84.0% 705
16 Skyview Financial Group, LLC Ponte Vedra Beach 76.2% 411
17 Inversiones Sura Miami 75.5% 249
18 DMK Advisor Group, Inc. Broker-dealer affiliated Lutz 72.8% 298
19 Origin Investment Advisory LLC Sarasota 72.7% 7,997
20 Spirepoint Private Client, LLC Vero Beach 72.2% 799
21 Ciccarelli Advisory Services Inc Naples 69.8% 2,092
22 Compass Financial Management LLC Tampa 65.0% 1,350
23 Evolution Wealth Management Inc. Fort Myers 55.6% 189
24 Merited Wealth, LLC North Bay Village 50.0% 124
25 Hoxton Wealth Orlando 49.8% 920
26 Opinicus Tampa 48.6% 173
27 Secure Wealth, Inc. Boca Raton 48.3% 149
27 Imz Advisory Inc. Boca Raton 48.3% 298
29 Fmsa Delray Beach 48.2% 1,724
30 Alpha Zero LLC Boca Raton 48.1% 347
31 Premier Private Wealth Management, LLC Palm Harbor 45.5% 481
32 Financial Trust Asset Management Chartered Boca Raton 45.5% 143
33 Aragon Capital LLC Fort Lauderdale 44.1% 839
34 Corrales & Co. Miami 44.0% 225
35 Good Life Advisors, LLC Celebration 43.6% 15,732
36 Proathlete Wealth Management LLC Boca Raton 43.4% 143
37 Coral Wealth Management, LLC Miami 43.2% 176
38 Carpenter, Claydon Advisors, Inc. Maitland 42.9% 175
39 Greenbridge Partners LLC Lakeland 41.8% 457
40 Oxford Wealth Group, LLC Orlando 41.6% 646
41 Uhler Vertich White Advisors Fort Myers 39.9% 303
42 Exodus Wealth, LLC Broker-dealer affiliated Fort Lauderdale 39.0% 1,635
43 Oxenfree Financial Melbourne 38.6% 687
44 Seven Hills Financial, LLC Tallahassee 38.4% 276
45 Lri Investments Palm Beach Gardens 37.9% 422
46 Guerra Wealth Advisors Miami 36.7% 2,200
47 Parady Wealth Management The Villages 36.7% 938
48 Kirtland Financial Management, Inc. Coral Gables 35.8% 148
49 Golden Road Advisors LLC Tampa 35.5% 183
50 Stillwater Wealth Management Group LLC Juno Beach 35.3% 190
51 Atticus Wealth Management Palm Beach Gardens 33.6% 321
52 Nexwealth LLC Palm Beach Gardens 32.4% 145
53 Freedom Family Office, LLC Jupiter 30.0% 100
54 Fidelis Capital Tampa 29.7% 182
55 Concurrent Investment Advisors, LLC Tampa 29.2% 10,278
56 Pento Portfolio Strategies, LLC Naples 27.2% 687
57 Dominion Portfolio Management, Inc. Broker-dealer affiliated Tampa 26.9% 616
58 55 North Private Wealth Winter Park 26.5% 132
59 Invenio Wealth Partners, LLC Coral Gables 26.2% 263
60 Mra Advisory Group Sarasota 25.6% 402
61 Manna Wealth Management Miami Beach 24.0% 495
62 Q Capital Solutions Naples 23.9% 188
63 Wealth Management Corporation Tallahassee 23.8% 1,325
64 Bulltick Wealth Management, LLC Broker-dealer affiliated Miami 23.6% 292
65 Cypress Capital Tallahassee 22.0% 232
66 MMBG Investment Advisors Co. Miami 21.9% 114
67 Jaffe Tilchin Investment Partners, LLC Tampa 21.9% 1,600
68 Shellman Investment Management, LLC Coral Gables 21.8% 110
69 Noble Family Wealth Clearwater 21.6% 102
70 Wealth Care LLC Merritt Island 21.2% 203
71 Strivus Wealth Partners LLC Jacksonville Beach 20.8% 144
72 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 20.6% 1,382
73 Core Wealth Advisors, Inc. Lakeland 20.4% 494
74 Cwa Asset Management Group Naples 19.9% 3,295
75 Firestone Capital Management Inc South Miami 19.4% 314
76 Dakota Wealth, LLC Palm Beach Gardens 19.4% 3,152
77 Fortress Wealth Planning Jacksonville Beach 19.0% 137
78 CV Advisors LLC Aventura 18.7% 134
79 Xendia Wealth LLC Miami 18.4% 4,061
80 Independent Financial Partners Broker-dealer affiliated Tampa 18.3% 45,782
81 Acp Capital Management, LLC Broker-dealer affiliated Miami 17.9% 106
82 Unique Wealth, LLC Tampa 17.6% 720
83 Img Wealth Management, Inc. Jacksonville 17.5% 604
84 Turner Financial Group, Inc. Pace 17.4% 528
85 Palm Wealth Partners Boca Raton 17.3% 617
86 Kaufman Rossin Wealth, LLC Miami 17.0% 200
87 Walser Wealth Management Company, A Limited Liability Company Tampa 16.3% 582
88 Plan Confidence Corporation Sarasota 15.3% 745
89 Forza Wealth Management Sarasota 15.1% 119
90 Clarity Financial Advisors LLC St. Petersburg 15.1% 862
91 Dale K. Ehrhart, Inc. Venice 14.9% 121
92 Scala Capital LLC Miami 14.8% 351
93 Sandy Morris Financial & Estate Planning Services, LLC Tampa 14.5% 670
94 Base Wealth Management Lakewood Ranch 14.3% 754
95 Northbridge Financial Group, LLC Tampa 14.3% 426
96 Noesis Capital Management Corp Boca Raton 14.3% 329
96 Kingsman Wealth Management Inc. Pensacola 14.3% 189
98 Csenge Advisory Group, LLC Clearwater 14.1% 6,312
99 Tactive Advisors, LLC Sarasota 14.0% 1,375
100 Amerity Wealth Management, LLC Lakeland 13.8% 665

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.