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For asset managers
AdvisorIQ

Ranking, Florida

Fastest-growing wealth firms over three years, including broker-dealer firms in Florida

As of October 2, 2026, Fifth Avenue Family Office ranked #1 in Florida in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 92.1%, from a base of $190.7 million.

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

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.

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 Accurate Wealth Management, LLC Broker-dealer affiliated Wesley Chapel 53.4% $473.4 million
6 Swan Capital Pensacola 50.8% $102.4 million
7 Compass Financial Management LLC Tampa 50.2% $263.6 million
8 Fidelis Capital Tampa 49.7% $680.3 million
9 Walser Wealth Management Company, A Limited Liability Company Tampa 48.2% $104.2 million
10 Victrix Investment Advisors Stuart 46.5% $109.2 million
11 Base Wealth Management Lakewood Ranch 44.9% $107.2 million
12 Activest Wealth Management, LLC Aventura 44.3% $486.0 million
13 Xendia Wealth LLC Miami 41.3% $168.6 million
14 Kaufman Rossin Wealth, LLC Miami 40.3% $183.6 million
15 Dakota Wealth, LLC Palm Beach Gardens 39.7% $2.5 billion
16 Northbridge Financial Group, LLC Tampa 38.0% $157.1 million
17 Financial Designs Wealth Management Miami 37.5% $100.4 million
18 Concurrent Investment Advisors, LLC Tampa 37.5% $6.0 billion
19 Suncoast Equity Management, LLC Tampa 36.0% $840.6 million
20 Truvestments Capital LLC Sarasota 35.4% $265.9 million
21 Rogan & Associates Safety Harbor 35.4% $286.0 million
22 Aqua Advisors LLC Miami 34.8% $121.9 million
23 Vizcaya Capital, LLC Miami 34.3% $260.6 million
24 HD Money, Inc. Sarasota 34.1% $160.0 million
25 Singer Wealth Advisors LLC Boca Raton 33.2% $385.4 million
26 Aragon Capital LLC Fort Lauderdale 32.9% $148.9 million
27 Fortress Wealth Planning Jacksonville Beach 32.7% $340.1 million
28 Proathlete Wealth Management LLC Boca Raton 32.5% $172.9 million
29 Ibex Wealth Advisors, LLC West Palm Beach 32.3% $554.8 million
30 RM Private Wealth Management Miami 32.1% $147.8 million
31 NFSG Corporation Broker-dealer affiliated Boca Raton 31.9% $472.0 million
32 Tactive Advisors, LLC Sarasota 31.0% $275.1 million
33 Blacktower Financial Management (US) LLC Orlando 31.0% $113.1 million
34 Imz Advisory Inc. Boca Raton 30.9% $201.7 million
35 Exodus Wealth, LLC Broker-dealer affiliated Fort Lauderdale 30.6% $217.2 million
36 Covingtonalsina Jacksonville 30.5% $127.4 million
37 Global Assets Advisory, LLC Broker-dealer affiliated Orlando 29.8% $252.1 million
38 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 29.7% $331.4 million
39 Nova Wealth Management, Inc. Bonita Springs 29.6% $113.8 million
40 Elevation Advisory Partners LLC Broker-dealer affiliated Orlando 29.5% $104.1 million
41 Cyndeo Wealth Partners St. Petersburg 29.3% $1.5 billion
42 Dock Street Asset Management Inc Palm Beach 29.2% $514.6 million
43 Poinciana Advisors Group, LLC Palm Beach Gardens 29.2% $183.8 million
44 Sanctuary Advisors, LLC Broker-dealer affiliated Miami 29.1% $16.2 billion
45 Rezny Wealth Management, Inc. Fort Myers 29.0% $268.3 million
46 Paulson Wealth Management Inc. West Palm Beach 28.8% $261.5 million
47 Downtown Wealth Studios, LLC Miami 28.4% $266.3 million
48 Bradley & Company Private Wealth Management, LLC Coral Gables 28.3% $119.2 million
49 Oxford Wealth Group, LLC Orlando 28.0% $156.4 million
50 Cwa Asset Management Group Naples 27.5% $2.2 billion
51 Sound Income Strategies, LLC Fort Lauderdale 27.0% $2.0 billion
52 Sanchez Wealth Management Group, LLC Jacksonville 27.0% $278.9 million
53 Heritage Oak Wealth Advisors Santa Rosa Beach 26.9% $170.1 million
54 Portfolio Medics, LLC Bonita Springs 26.8% $383.0 million
55 Hudson Value Partners, LLC Palm Beach 26.6% $334.6 million
56 QP Wealth Management, LLC Boca Raton 26.5% $200.3 million
57 Financial Harvest Wealth Advisors Winter Park 26.3% $276.4 million
58 Dhody Investment Group Miami Beach 26.2% $169.9 million
59 Jacksonville Wealth Management Jacksonville 26.0% $267.0 million
60 Uhler Vertich White Advisors Fort Myers 25.7% $258.7 million
61 Unique Wealth, LLC Tampa 25.7% $486.6 million
62 Jaffe Tilchin Investment Partners, LLC Tampa 25.6% $1.2 billion
63 Global Financial Private Client Sarasota 25.5% $419.2 million
64 Upper Left Wealth Management, LLC Tampa 25.4% $102.0 million
65 Lynx Advisory Partners Coral Gables 25.4% $112.3 million
66 Yale Capital Corp. St. Petersburg 25.4% $2.9 billion
67 Aurora Investment Managers, LLC Naples 25.3% $182.5 million
68 Udine Wealth Management Inc. Palm Beach Gardens 25.1% $140.0 million
69 Golden Road Advisors LLC Tampa 24.9% $122.0 million
70 Code Waechter LLC Tampa 24.8% $210.3 million
71 Rwa Advisors Boca Raton 24.5% $103.1 million
72 Davis Private Wealth, LLC Royal Palm Beach 24.4% $100.1 million
73 Stillwater Wealth Management Group LLC Juno Beach 24.3% $107.5 million
74 Element Pointe Family Office Miami 24.1% $636.7 million
75 McDonough Capital Management, Inc. Orlando 24.0% $135.5 million
76 Trustwell Financial Advisors, LLC Jacksonville 23.9% $137.0 million
77 Augustine Asset Management Inc Jacksonville 23.6% $415.0 million
78 Storge Coral Gables 23.5% $460.2 million
79 The Tenret Company, LLC Tampa 23.4% $119.9 million
80 Financial Independence Advisors, LLC Jacksonville 23.1% $101.8 million
81 Rinaldi Wealth Management, Inc. Bonita Springs 23.0% $130.6 million
82 Sara-Bay Financial Corp. Sarasota 23.0% $213.2 million
83 Aviance Capital Partners LLC Naples 23.0% $605.5 million
84 Tobias Financial Advisors Plantation 22.9% $641.0 million
85 Gentrust Miami 22.9% $2.8 billion
86 MOTIV8 Investments LLC Port St Lucie 22.9% $118.1 million
87 J. L. Bainbridge & Co., Inc. Sarasota 22.8% $740.3 million
88 One Wealth Investors Boca Raton 22.8% $104.5 million
89 Slatestone Wealth LLC Jupiter 22.8% $952.3 million
90 Utopia Wealth Management, LLC Coconut Creek 22.8% $141.3 million
91 Independent Financial Partners Broker-dealer affiliated Tampa 22.3% $8.9 billion
92 Good Life Advisors, LLC Celebration 22.3% $2.4 billion
93 Instrumental Wealth, LLC Tampa 21.7% $282.1 million
94 Cassedy Financial Group, Inc. Tampa 21.6% $138.1 million
95 Fourthought Financial Partners, LLC. Venice 21.6% $1.1 billion
96 CV Advisors LLC Aventura 21.5% $8.4 billion
97 Fitzroy Investment Advisors LLC Aventura 21.4% $582.4 million
98 Alpha Zero LLC Boca Raton 21.2% $151.4 million
99 Alternative Investment Advisors, LLC Maitland 21.2% $216.6 million
100 Compass Financial Advisory Services, LLC Ormond Beach 21.2% $295.9 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.