{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the fastest client growth over one year in Florida","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the fastest client growth over one year","how_it_is_computed":"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.","unit":"pct","scope":"Florida","firms_listed":100,"rows":[{"rank":1,"crd":324631,"firm":"Rossby Financial, LLC","city":"Melbourne","state":"FL","value":2.37574215436811,"base_value":1179,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324631/"},{"rank":2,"crd":328952,"firm":"Allied Private Wealth","city":"Boca Raton","state":"FL","value":1.59090909090909,"base_value":176,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328952/"},{"rank":3,"crd":326810,"firm":"Covingtonalsina","city":"Jacksonville","state":"FL","value":1.4,"base_value":570,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326810/"},{"rank":4,"crd":305961,"firm":"Synergy Investment Management LLC","city":"Altamonte Springs","state":"FL","value":1.32317636195753,"base_value":1083,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305961/"},{"rank":5,"crd":142284,"firm":"Dougherty Investment Advisors","city":"Spring Hill","state":"FL","value":1.21390374331551,"base_value":187,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142284/"},{"rank":6,"crd":282301,"firm":"PFG Private Wealth Management, LLC","city":"Lutz","state":"FL","value":1.15315315315315,"base_value":444,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282301/"},{"rank":7,"crd":308286,"firm":"Chiron Capital Management, LLC","city":"Tallahassee","state":"FL","value":1.15094339622642,"base_value":424,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308286/"},{"rank":8,"crd":112567,"firm":"Fund Advisors of America Inc","city":"Orlando","state":"FL","value":1.13503649635036,"base_value":274,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112567/"},{"rank":9,"crd":304586,"firm":"Api Financial Advisors, LLC","city":"Rockledge","state":"FL","value":1.10030395136778,"base_value":329,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304586/"},{"rank":10,"crd":149014,"firm":"Davis Capital Management","city":"Jacksonville","state":"FL","value":1.06222222222222,"base_value":225,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149014/"},{"rank":11,"crd":331681,"firm":"MFP Financial Services, LLC","city":"Safety Harbor","state":"FL","value":1.03317535545024,"base_value":633,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331681/"},{"rank":12,"crd":106130,"firm":"Campbell Capital Management Inc","city":"Miami","state":"FL","value":1.01520912547529,"base_value":263,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106130/"},{"rank":13,"crd":310581,"firm":"Skyview Financial Group, LLC","city":"Ponte Vedra Beach","state":"FL","value":0.761557177615572,"base_value":411,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310581/"},{"rank":14,"crd":318065,"firm":"Inversiones Sura","city":"Miami","state":"FL","value":0.755020080321285,"base_value":249,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318065/"},{"rank":15,"crd":305353,"firm":"Origin Investment Advisory LLC","city":"Sarasota","state":"FL","value":0.727147680380143,"base_value":7997,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305353/"},{"rank":16,"crd":327350,"firm":"Spirepoint Private Client, LLC","city":"Vero Beach","state":"FL","value":0.72215269086358,"base_value":799,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327350/"},{"rank":17,"crd":110904,"firm":"Ciccarelli Advisory Services Inc","city":"Naples","state":"FL","value":0.698374760994264,"base_value":2092,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110904/"},{"rank":18,"crd":156345,"firm":"Compass Financial Management LLC","city":"Tampa","state":"FL","value":0.65037037037037,"base_value":1350,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156345/"},{"rank":19,"crd":307644,"firm":"Evolution Wealth Management Inc.","city":"Fort Myers","state":"FL","value":0.555555555555556,"base_value":189,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307644/"},{"rank":20,"crd":299549,"firm":"Merited Wealth, LLC","city":"North Bay Village","state":"FL","value":0.5,"base_value":124,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299549/"},{"rank":21,"crd":307387,"firm":"Hoxton Wealth","city":"Orlando","state":"FL","value":0.497826086956522,"base_value":920,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307387/"},{"rank":22,"crd":168344,"firm":"Opinicus","city":"Tampa","state":"FL","value":0.485549132947977,"base_value":173,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168344/"},{"rank":23,"crd":290572,"firm":"Secure Wealth, Inc.","city":"Boca Raton","state":"FL","value":0.483221476510067,"base_value":149,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290572/"},{"rank":23,"crd":314890,"firm":"Imz Advisory Inc.","city":"Boca Raton","state":"FL","value":0.483221476510067,"base_value":298,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314890/"},{"rank":25,"crd":154136,"firm":"Fmsa","city":"Delray Beach","state":"FL","value":0.482018561484919,"base_value":1724,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154136/"},{"rank":26,"crd":319050,"firm":"Alpha Zero LLC","city":"Boca Raton","state":"FL","value":0.481268011527378,"base_value":347,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319050/"},{"rank":27,"crd":331860,"firm":"Premier Private Wealth Management, LLC","city":"Palm Harbor","state":"FL","value":0.455301455301455,"base_value":481,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331860/"},{"rank":28,"crd":108998,"firm":"Financial Trust Asset Management Chartered","city":"Boca Raton","state":"FL","value":0.454545454545455,"base_value":143,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108998/"},{"rank":29,"crd":166958,"firm":"Aragon Capital LLC","city":"Fort Lauderdale","state":"FL","value":0.441001191895113,"base_value":839,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166958/"},{"rank":30,"crd":332189,"firm":"Corrales & Co.","city":"Miami","state":"FL","value":0.44,"base_value":225,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332189/"},{"rank":31,"crd":171898,"firm":"Good Life Advisors, LLC","city":"Celebration","state":"FL","value":0.436308161708619,"base_value":15732,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171898/"},{"rank":32,"crd":317372,"firm":"Proathlete Wealth Management LLC","city":"Boca Raton","state":"FL","value":0.433566433566434,"base_value":143,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317372/"},{"rank":33,"crd":307117,"firm":"Coral Wealth Management, LLC","city":"Miami","state":"FL","value":0.431818181818182,"base_value":176,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307117/"},{"rank":34,"crd":143516,"firm":"Carpenter, Claydon Advisors, Inc.","city":"Maitland","state":"FL","value":0.428571428571429,"base_value":175,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143516/"},{"rank":35,"crd":304445,"firm":"Greenbridge Partners LLC","city":"Lakeland","state":"FL","value":0.417943107221006,"base_value":457,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304445/"},{"rank":36,"crd":319561,"firm":"Oxford Wealth Group, LLC","city":"Orlando","state":"FL","value":0.41640866873065,"base_value":646,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319561/"},{"rank":37,"crd":130716,"firm":"Uhler Vertich White Advisors","city":"Fort Myers","state":"FL","value":0.399339933993399,"base_value":303,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130716/"},{"rank":38,"crd":327105,"firm":"Oxenfree Financial","city":"Melbourne","state":"FL","value":0.385735080058224,"base_value":687,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327105/"},{"rank":39,"crd":143190,"firm":"Seven Hills Financial, LLC","city":"Tallahassee","state":"FL","value":0.384057971014493,"base_value":276,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143190/"},{"rank":40,"crd":323556,"firm":"Lri Investments","city":"Palm Beach Gardens","state":"FL","value":0.37914691943128,"base_value":422,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323556/"},{"rank":41,"crd":282409,"firm":"Guerra Wealth Advisors","city":"Miami","state":"FL","value":0.366818181818182,"base_value":2200,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282409/"},{"rank":42,"crd":169997,"firm":"Parady Wealth Management","city":"The Villages","state":"FL","value":0.366737739872068,"base_value":938,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169997/"},{"rank":43,"crd":131138,"firm":"Kirtland Financial Management, Inc.","city":"Coral Gables","state":"FL","value":0.358108108108108,"base_value":148,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131138/"},{"rank":44,"crd":314077,"firm":"Golden Road Advisors LLC","city":"Tampa","state":"FL","value":0.355191256830601,"base_value":183,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314077/"},{"rank":45,"crd":309796,"firm":"Stillwater Wealth Management Group LLC","city":"Juno Beach","state":"FL","value":0.352631578947368,"base_value":190,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309796/"},{"rank":46,"crd":296949,"firm":"Atticus Wealth Management","city":"Palm Beach Gardens","state":"FL","value":0.336448598130841,"base_value":321,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296949/"},{"rank":47,"crd":311424,"firm":"Nexwealth LLC","city":"Palm Beach Gardens","state":"FL","value":0.324137931034483,"base_value":145,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311424/"},{"rank":48,"crd":310275,"firm":"Freedom Family Office, LLC","city":"Jupiter","state":"FL","value":0.3,"base_value":100,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310275/"},{"rank":49,"crd":322287,"firm":"Fidelis Capital","city":"Tampa","state":"FL","value":0.296703296703297,"base_value":182,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322287/"},{"rank":50,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","state":"FL","value":0.291788285658688,"base_value":10278,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323135/"},{"rank":51,"crd":159217,"firm":"Pento Portfolio Strategies, LLC","city":"Naples","state":"FL","value":0.272197962154294,"base_value":687,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159217/"},{"rank":52,"crd":325325,"firm":"55 North Private Wealth","city":"Winter Park","state":"FL","value":0.265151515151515,"base_value":132,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325325/"},{"rank":53,"crd":323039,"firm":"Invenio Wealth Partners, LLC","city":"Coral Gables","state":"FL","value":0.262357414448669,"base_value":263,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323039/"},{"rank":54,"crd":287933,"firm":"Mra Advisory Group","city":"Sarasota","state":"FL","value":0.256218905472637,"base_value":402,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287933/"},{"rank":55,"crd":332313,"firm":"Manna Wealth Management","city":"Miami Beach","state":"FL","value":0.24040404040404,"base_value":495,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332313/"},{"rank":56,"crd":297541,"firm":"Q Capital Solutions","city":"Naples","state":"FL","value":0.23936170212766,"base_value":188,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297541/"},{"rank":57,"crd":109576,"firm":"Wealth Management Corporation","city":"Tallahassee","state":"FL","value":0.238490566037736,"base_value":1325,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109576/"},{"rank":58,"crd":335347,"firm":"Cypress Capital","city":"Tallahassee","state":"FL","value":0.219827586206897,"base_value":232,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335347/"},{"rank":59,"crd":285263,"firm":"MMBG Investment Advisors Co.","city":"Miami","state":"FL","value":0.219298245614035,"base_value":114,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285263/"},{"rank":60,"crd":143608,"firm":"Jaffe Tilchin Investment Partners, LLC","city":"Tampa","state":"FL","value":0.21875,"base_value":1600,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143608/"},{"rank":61,"crd":316579,"firm":"Shellman Investment Management, LLC","city":"Coral Gables","state":"FL","value":0.218181818181818,"base_value":110,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316579/"},{"rank":62,"crd":315152,"firm":"Noble Family Wealth","city":"Clearwater","state":"FL","value":0.215686274509804,"base_value":102,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315152/"},{"rank":63,"crd":125799,"firm":"Wealth Care LLC","city":"Merritt Island","state":"FL","value":0.211822660098522,"base_value":203,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125799/"},{"rank":64,"crd":173580,"firm":"Strivus Wealth Partners LLC","city":"Jacksonville Beach","state":"FL","value":0.208333333333333,"base_value":144,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173580/"},{"rank":65,"crd":286005,"firm":"Global Wealth Management Investment Advisory, Inc.","city":"Fort Lauderdale","state":"FL","value":0.206222865412446,"base_value":1382,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286005/"},{"rank":66,"crd":174386,"firm":"Core Wealth Advisors, Inc.","city":"Lakeland","state":"FL","value":0.204453441295547,"base_value":494,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174386/"},{"rank":67,"crd":158940,"firm":"Cwa Asset Management Group","city":"Naples","state":"FL","value":0.199089529590288,"base_value":3295,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158940/"},{"rank":68,"crd":106366,"firm":"Firestone Capital Management Inc","city":"South Miami","state":"FL","value":0.194267515923567,"base_value":314,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106366/"},{"rank":69,"crd":297987,"firm":"Dakota Wealth, LLC","city":"Palm Beach Gardens","state":"FL","value":0.194162436548223,"base_value":3152,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297987/"},{"rank":70,"crd":307618,"firm":"Fortress Wealth Planning","city":"Jacksonville Beach","state":"FL","value":0.18978102189781,"base_value":137,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307618/"},{"rank":71,"crd":164817,"firm":"CV Advisors LLC","city":"Aventura","state":"FL","value":0.186567164179104,"base_value":134,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164817/"},{"rank":72,"crd":157973,"firm":"Xendia Wealth LLC","city":"Miami","state":"FL","value":0.184437330706722,"base_value":4061,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157973/"},{"rank":73,"crd":312462,"firm":"Unique Wealth, LLC","city":"Tampa","state":"FL","value":0.176388888888889,"base_value":720,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312462/"},{"rank":74,"crd":285966,"firm":"Img Wealth Management, Inc.","city":"Jacksonville","state":"FL","value":0.175496688741722,"base_value":604,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285966/"},{"rank":75,"crd":134204,"firm":"Turner Financial Group, Inc.","city":"Pace","state":"FL","value":0.174242424242424,"base_value":528,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134204/"},{"rank":76,"crd":323361,"firm":"Palm Wealth Partners","city":"Boca Raton","state":"FL","value":0.173419773095624,"base_value":617,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323361/"},{"rank":77,"crd":301921,"firm":"Kaufman Rossin Wealth, LLC","city":"Miami","state":"FL","value":0.17,"base_value":200,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301921/"},{"rank":78,"crd":206518,"firm":"Walser Wealth Management Company, A Limited Liability Company","city":"Tampa","state":"FL","value":0.163230240549828,"base_value":582,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/206518/"},{"rank":79,"crd":283781,"firm":"Plan Confidence Corporation","city":"Sarasota","state":"FL","value":0.153020134228188,"base_value":745,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283781/"},{"rank":80,"crd":281075,"firm":"Forza Wealth Management","city":"Sarasota","state":"FL","value":0.151260504201681,"base_value":119,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281075/"},{"rank":81,"crd":323321,"firm":"Clarity Financial Advisors LLC","city":"St. Petersburg","state":"FL","value":0.150812064965197,"base_value":862,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323321/"},{"rank":82,"crd":35971,"firm":"Dale K. Ehrhart, Inc.","city":"Venice","state":"FL","value":0.148760330578512,"base_value":121,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/35971/"},{"rank":83,"crd":156165,"firm":"Scala Capital LLC","city":"Miami","state":"FL","value":0.148148148148148,"base_value":351,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156165/"},{"rank":84,"crd":187519,"firm":"Sandy Morris Financial & Estate Planning Services, LLC","city":"Tampa","state":"FL","value":0.144776119402985,"base_value":670,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/187519/"},{"rank":85,"crd":321991,"firm":"Base Wealth Management","city":"Lakewood Ranch","state":"FL","value":0.143236074270557,"base_value":754,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321991/"},{"rank":86,"crd":310394,"firm":"Northbridge Financial Group, LLC","city":"Tampa","state":"FL","value":0.143192488262911,"base_value":426,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310394/"},{"rank":87,"crd":110819,"firm":"Noesis Capital Management Corp","city":"Boca Raton","state":"FL","value":0.142857142857143,"base_value":329,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110819/"},{"rank":87,"crd":319238,"firm":"Kingsman Wealth Management Inc.","city":"Pensacola","state":"FL","value":0.142857142857143,"base_value":189,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319238/"},{"rank":89,"crd":131167,"firm":"Csenge Advisory Group, LLC","city":"Clearwater","state":"FL","value":0.14052598225602,"base_value":6312,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131167/"},{"rank":90,"crd":309311,"firm":"Tactive Advisors, LLC","city":"Sarasota","state":"FL","value":0.140363636363636,"base_value":1375,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309311/"},{"rank":91,"crd":322265,"firm":"Amerity Wealth Management, LLC","city":"Lakeland","state":"FL","value":0.138345864661654,"base_value":665,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322265/"},{"rank":92,"crd":148271,"firm":"Financial Harvest Wealth Advisors","city":"Winter Park","state":"FL","value":0.134751773049645,"base_value":282,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148271/"},{"rank":93,"crd":166664,"firm":"Total Wealth Planning and Management, Inc.","city":"Ponte Vedra","state":"FL","value":0.133879781420765,"base_value":366,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166664/"},{"rank":94,"crd":306475,"firm":"Personalized Financial Solutions LLC","city":"Clearwater","state":"FL","value":0.133858267716535,"base_value":127,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306475/"},{"rank":95,"crd":158863,"firm":"Xcel Wealth Management, LLC","city":"Holly Hill","state":"FL","value":0.132203389830508,"base_value":295,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158863/"},{"rank":96,"crd":144441,"firm":"Walsh & Associates, LLC","city":"Sarasota","state":"FL","value":0.131623931623932,"base_value":1170,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144441/"},{"rank":97,"crd":317218,"firm":"Singer Wealth Advisors LLC","city":"Boca Raton","state":"FL","value":0.130486358244365,"base_value":843,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317218/"},{"rank":98,"crd":141192,"firm":"Ralicki Wealth Management & Trust Services","city":"Stuart","state":"FL","value":0.13,"base_value":100,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141192/"},{"rank":99,"crd":150120,"firm":"Rwa Advisors","city":"Boca Raton","state":"FL","value":0.127551020408163,"base_value":196,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150120/"},{"rank":100,"crd":329012,"firm":"Haven Private","city":"Orlando","state":"FL","value":0.127272727272727,"base_value":165,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329012/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the fastest client growth over one year, nationally","url":"https://advisoriq.com/ria/rankings/client-growth/"},{"title":"RIA market data for Florida","url":"https://advisoriq.com/ria/states/florida/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/client-growth/florida/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/florida/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}