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For asset managers

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.

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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.