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RIA directory Rankings Fastest growing, 3 years Florida
Ranking, Florida
Fastest-growing independent RIAs over three years in Florida
As of October 2, 2026, Fifth Avenue Family Office ranked #1 in Florida in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 92.1%, from a base of $190.7 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
Fastest-growing independent RIAs over three years in Florida
Rank
Firm
City
Growth
Starting value
1
Fifth Avenue Family Office
Naples
92.1%
$190.7 million
2
Greenbridge Partners LLC
Lakeland
55.4%
$115.4 million
3
Hoxton Wealth
Orlando
54.5%
$217.9 million
4
Facet
West Palm Beach
54.1%
$2.1 billion
5
Swan Capital
Pensacola
50.8%
$102.4 million
6
Compass Financial Management LLC
Tampa
50.2%
$263.6 million
7
Fidelis Capital
Tampa
49.7%
$680.3 million
8
Walser Wealth Management Company, A Limited Liability Company
Tampa
48.2%
$104.2 million
9
Victrix Investment Advisors
Stuart
46.5%
$109.2 million
10
Base Wealth Management
Lakewood Ranch
44.9%
$107.2 million
11
Activest Wealth Management, LLC
Aventura
44.3%
$486.0 million
12
Xendia Wealth LLC
Miami
41.3%
$168.6 million
13
Kaufman Rossin Wealth, LLC
Miami
40.3%
$183.6 million
14
Dakota Wealth, LLC
Palm Beach Gardens
39.7%
$2.5 billion
15
Northbridge Financial Group, LLC
Tampa
38.0%
$157.1 million
16
Financial Designs Wealth Management
Miami
37.5%
$100.4 million
17
Concurrent Investment Advisors, LLC
Tampa
37.5%
$6.0 billion
18
Suncoast Equity Management, LLC
Tampa
36.0%
$840.6 million
19
Truvestments Capital LLC
Sarasota
35.4%
$265.9 million
20
Rogan & Associates
Safety Harbor
35.4%
$286.0 million
21
Aqua Advisors LLC
Miami
34.8%
$121.9 million
22
Vizcaya Capital, LLC
Miami
34.3%
$260.6 million
23
HD Money, Inc.
Sarasota
34.1%
$160.0 million
24
Singer Wealth Advisors LLC
Boca Raton
33.2%
$385.4 million
25
Aragon Capital LLC
Fort Lauderdale
32.9%
$148.9 million
26
Fortress Wealth Planning
Jacksonville Beach
32.7%
$340.1 million
27
Proathlete Wealth Management LLC
Boca Raton
32.5%
$172.9 million
28
Ibex Wealth Advisors, LLC
West Palm Beach
32.3%
$554.8 million
29
RM Private Wealth Management
Miami
32.1%
$147.8 million
30
Tactive Advisors, LLC
Sarasota
31.0%
$275.1 million
31
Blacktower Financial Management (US) LLC
Orlando
31.0%
$113.1 million
32
Imz Advisory Inc.
Boca Raton
30.9%
$201.7 million
33
Covingtonalsina
Jacksonville
30.5%
$127.4 million
34
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale
29.7%
$331.4 million
35
Nova Wealth Management, Inc.
Bonita Springs
29.6%
$113.8 million
36
Cyndeo Wealth Partners
St. Petersburg
29.3%
$1.5 billion
37
Dock Street Asset Management Inc
Palm Beach
29.2%
$514.6 million
38
Poinciana Advisors Group, LLC
Palm Beach Gardens
29.2%
$183.8 million
39
Rezny Wealth Management, Inc.
Fort Myers
29.0%
$268.3 million
40
Paulson Wealth Management Inc.
West Palm Beach
28.8%
$261.5 million
41
Downtown Wealth Studios, LLC
Miami
28.4%
$266.3 million
42
Bradley & Company Private Wealth Management, LLC
Coral Gables
28.3%
$119.2 million
43
Oxford Wealth Group, LLC
Orlando
28.0%
$156.4 million
44
Cwa Asset Management Group
Naples
27.5%
$2.2 billion
45
Sound Income Strategies, LLC
Fort Lauderdale
27.0%
$2.0 billion
46
Sanchez Wealth Management Group, LLC
Jacksonville
27.0%
$278.9 million
47
Heritage Oak Wealth Advisors
Santa Rosa Beach
26.9%
$170.1 million
48
Portfolio Medics, LLC
Bonita Springs
26.8%
$383.0 million
49
Hudson Value Partners, LLC
Palm Beach
26.6%
$334.6 million
50
QP Wealth Management, LLC
Boca Raton
26.5%
$200.3 million
51
Financial Harvest Wealth Advisors
Winter Park
26.3%
$276.4 million
52
Dhody Investment Group
Miami Beach
26.2%
$169.9 million
53
Jacksonville Wealth Management
Jacksonville
26.0%
$267.0 million
54
Uhler Vertich White Advisors
Fort Myers
25.7%
$258.7 million
55
Unique Wealth, LLC
Tampa
25.7%
$486.6 million
56
Jaffe Tilchin Investment Partners, LLC
Tampa
25.6%
$1.2 billion
57
Global Financial Private Client
Sarasota
25.5%
$419.2 million
58
Upper Left Wealth Management, LLC
Tampa
25.4%
$102.0 million
59
Lynx Advisory Partners
Coral Gables
25.4%
$112.3 million
60
Yale Capital Corp.
St. Petersburg
25.4%
$2.9 billion
61
Aurora Investment Managers, LLC
Naples
25.3%
$182.5 million
62
Udine Wealth Management Inc.
Palm Beach Gardens
25.1%
$140.0 million
63
Golden Road Advisors LLC
Tampa
24.9%
$122.0 million
64
Code Waechter LLC
Tampa
24.8%
$210.3 million
65
Rwa Advisors
Boca Raton
24.5%
$103.1 million
66
Davis Private Wealth, LLC
Royal Palm Beach
24.4%
$100.1 million
67
Stillwater Wealth Management Group LLC
Juno Beach
24.3%
$107.5 million
68
Element Pointe Family Office
Miami
24.1%
$636.7 million
69
McDonough Capital Management, Inc.
Orlando
24.0%
$135.5 million
70
Trustwell Financial Advisors, LLC
Jacksonville
23.9%
$137.0 million
71
Augustine Asset Management Inc
Jacksonville
23.6%
$415.0 million
72
Storge
Coral Gables
23.5%
$460.2 million
73
The Tenret Company, LLC
Tampa
23.4%
$119.9 million
74
Financial Independence Advisors, LLC
Jacksonville
23.1%
$101.8 million
75
Rinaldi Wealth Management, Inc.
Bonita Springs
23.0%
$130.6 million
76
Sara-Bay Financial Corp.
Sarasota
23.0%
$213.2 million
77
Aviance Capital Partners LLC
Naples
23.0%
$605.5 million
78
Tobias Financial Advisors
Plantation
22.9%
$641.0 million
79
Gentrust
Miami
22.9%
$2.8 billion
80
MOTIV8 Investments LLC
Port St Lucie
22.9%
$118.1 million
81
J. L. Bainbridge & Co., Inc.
Sarasota
22.8%
$740.3 million
82
One Wealth Investors
Boca Raton
22.8%
$104.5 million
83
Slatestone Wealth LLC
Jupiter
22.8%
$952.3 million
84
Utopia Wealth Management, LLC
Coconut Creek
22.8%
$141.3 million
85
Good Life Advisors, LLC
Celebration
22.3%
$2.4 billion
86
Instrumental Wealth, LLC
Tampa
21.7%
$282.1 million
87
Cassedy Financial Group, Inc.
Tampa
21.6%
$138.1 million
88
Fourthought Financial Partners, LLC.
Venice
21.6%
$1.1 billion
89
CV Advisors LLC
Aventura
21.5%
$8.4 billion
90
Fitzroy Investment Advisors LLC
Aventura
21.4%
$582.4 million
91
Alpha Zero LLC
Boca Raton
21.2%
$151.4 million
92
Alternative Investment Advisors, LLC
Maitland
21.2%
$216.6 million
93
Compass Financial Advisory Services, LLC
Ormond Beach
21.2%
$295.9 million
94
Vigil Wealth Management, LLC
Ponte Vedra Beach
21.1%
$104.8 million
95
Ullmann Wealth Partners
Jacksonville Beach
21.1%
$706.8 million
96
Moseley Investment Management, Inc.
Bradention
21.0%
$258.1 million
97
Markowski Investments
Tampa
20.9%
$267.9 million
98
American Financial Advisors Inc
Winter Park
20.8%
$725.7 million
99
Founders Family Office
Miami
20.7%
$635.0 million
100
Financial Guidance Group, Inc.
Palm Harbor
20.6%
$164.3 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 3 years 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 .