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For asset managers

Ranking, Florida

Fastest-growing independent RIAs over five years in Florida

As of October 2, 2026, Facet ranked #1 in Florida in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 56.6%, from a base of $807.5 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 five years in Florida
Rank Firm City Growth Starting value
1 Facet West Palm Beach 56.6% $807.5 million
2 Compass Financial Management LLC Tampa 44.3% $142.6 million
3 Fifth Avenue Family Office Naples 35.5% $296.2 million
4 Activest Wealth Management, LLC Aventura 32.3% $360.5 million
5 Fortress Wealth Planning Jacksonville Beach 31.3% $203.7 million
6 Dakota Wealth, LLC Palm Beach Gardens 31.2% $1.8 billion
7 Xendia Wealth LLC Miami 31.0% $123.3 million
8 Instrumental Wealth, LLC Tampa 30.8% $132.8 million
9 Code Waechter LLC Tampa 29.7% $111.5 million
10 Forza Wealth Management Sarasota 29.6% $115.7 million
11 Northbridge Financial Group, LLC Tampa 29.5% $113.5 million
12 Truvestments Capital LLC Sarasota 27.9% $192.8 million
13 Clarity Capital Advisors, LLC Lakewood Ranch 27.8% $119.0 million
14 Portfolio Medics, LLC Bonita Springs 27.6% $230.8 million
15 Victrix Investment Advisors Stuart 27.5% $101.9 million
16 Sound Income Strategies, LLC Fort Lauderdale 26.1% $1.3 billion
17 Poinciana Advisors Group, LLC Palm Beach Gardens 25.9% $125.2 million
18 Highland Investment Advisors LLC Ponte Vedra 25.6% $117.8 million
19 Rogan & Associates Safety Harbor 24.1% $240.7 million
20 Cyndeo Wealth Partners St. Petersburg 22.6% $1.1 billion
21 Yale Capital Corp. St. Petersburg 22.4% $2.0 billion
22 Financial Harvest Wealth Advisors Winter Park 22.2% $204.9 million
23 Cwa Asset Management Group Naples 22.1% $1.7 billion
24 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 21.7% $270.9 million
25 Lighthouse Retirement Ponte Vedra 21.5% $107.6 million
26 Spectra Investment Management, LLC Stuart 21.4% $116.2 million
27 Suncoast Equity Management, LLC Tampa 20.0% $850.2 million
28 Ibex Wealth Advisors, LLC West Palm Beach 20.0% $517.0 million
29 Aragon Capital LLC Fort Lauderdale 19.9% $140.8 million
30 Rainey & Randall Wealth Advisors, Inc. Celebration 19.8% $371.4 million
31 Vizcaya Capital, LLC Miami 19.7% $256.8 million
32 Benchmark Financial Wealth Advisors LLC Boca Raton 19.3% $317.5 million
33 Opinicus Tampa 19.0% $124.7 million
34 Udine Wealth Management Inc. Palm Beach Gardens 18.7% $116.3 million
35 Trustwell Financial Advisors, LLC Jacksonville 18.7% $110.7 million
36 Good Life Advisors, LLC Celebration 18.6% $1.9 billion
37 Tobias Financial Advisors Plantation 18.3% $513.0 million
38 Archpoint Investors Coral Gables 18.3% $1.8 billion
39 McDonough Capital Management, Inc. Orlando 18.3% $111.5 million
40 Black Cypress Capital Ponte Vedra Beach 18.0% $133.0 million
41 Rezny Wealth Management, Inc. Fort Myers 17.9% $252.6 million
42 Global Financial Private Client Sarasota 17.9% $364.3 million
43 Augustine Asset Management Inc Jacksonville 17.6% $347.6 million
44 Ranch Capital Advisors Inc. Sarasota 17.6% $171.6 million
45 Semus Wealth Partners, LLC Boca Raton 17.6% $117.0 million
46 Aqua Advisors LLC Miami 17.5% $133.4 million
47 Gentrust Miami 17.5% $2.3 billion
48 Storge Coral Gables 17.5% $387.5 million
49 Client 1st Advisory Group Dunedin 17.2% $230.9 million
50 Naples Global Advisors Naples 17.2% $901.4 million
51 Paulson Wealth Management Inc. West Palm Beach 17.2% $252.4 million
52 Rose Capital Advisors, LLC Miami Beach 17.2% $274.9 million
53 Hudson Value Partners, LLC Palm Beach 16.9% $310.1 million
54 Meridiana Coral Gables 16.8% $203.0 million
55 Core Wealth Advisors, Inc. Lakeland 16.7% $324.8 million
56 Ars Wealth Advisors St. Petersburg 16.6% $761.2 million
57 QP Wealth Management, LLC Boca Raton 16.4% $189.2 million
58 Mra Advisory Group Sarasota 16.4% $169.1 million
59 The High Net Worth Advisory Group, LLC Naples 16.4% $403.4 million
60 Element Pointe Family Office Miami 16.3% $571.6 million
61 Sanchez Wealth Management Group, LLC Jacksonville 16.3% $268.8 million
62 Jaffe Tilchin Investment Partners, LLC Tampa 16.3% $1.2 billion
63 Cassedy Financial Group, Inc. Tampa 16.2% $117.5 million
64 Vesta Wealth Management, LLC Miami Beach 16.1% $157.9 million
65 Alternative Investment Advisors, LLC Maitland 16.1% $183.1 million
66 Pento Portfolio Strategies, LLC Naples 16.1% $112.7 million
67 Jacksonville Wealth Management Jacksonville 16.0% $254.3 million
68 Slatestone Wealth LLC Jupiter 15.8% $845.4 million
69 Scala Capital LLC Miami 15.6% $184.6 million
70 Uhler Vertich White Advisors Fort Myers 15.5% $250.2 million
71 Fortress Wealth Group Winter Park 15.5% $214.0 million
72 Financial Guidance Group, Inc. Palm Harbor 15.3% $141.7 million
73 Fitzroy Investment Advisors LLC Aventura 15.2% $513.2 million
74 Davis Capital Management Jacksonville 15.1% $128.0 million
75 Aviance Capital Partners LLC Naples 15.1% $557.9 million
76 Canopy 360 Wealth, LLC Ocala 15.1% $189.9 million
77 American Financial Advisors Inc Winter Park 15.0% $635.0 million
78 MMBG Investment Advisors Co. Miami 15.0% $1.5 billion
79 Unique Wealth, LLC Tampa 15.0% $480.9 million
80 Blackston Financial Advisory Group, LLC The Villages 14.7% $167.4 million
81 Maximai Investment Partners, LLC Coral Gables 14.7% $350.5 million
82 Private Capital Management Naples 14.7% $729.1 million
83 Koss-Olinger Consulting, LLC. Gainesville 14.6% $1.1 billion
84 Atticus Wealth Management Palm Beach Gardens 14.6% $286.2 million
85 Csenge Advisory Group, LLC Clearwater 14.5% $1.6 billion
86 Investment Advisory Group LLC Sarasota 14.4% $619.9 million
87 One + One Wealth Management, LLC Jupiter 14.4% $195.5 million
88 Bradley & Company Private Wealth Management, LLC Coral Gables 14.1% $130.1 million
89 Blacktower Financial Management (US) LLC Orlando 14.1% $131.3 million
90 Psi Advisors, LLC Tampa 13.9% $417.1 million
91 Disciplined Equity Management, Inc. Neptune Beach 13.8% $273.4 million
92 Dock Street Asset Management Inc Palm Beach 13.7% $585.1 million
93 Core Wealth Management, Inc. Jupiter 13.5% $214.6 million
94 F&V Capital Management, L.L.C. Boca Raton 13.4% $297.2 million
95 The Tenret Company, LLC Tampa 13.2% $121.3 million
96 RD Lewis Wealth Management Maitland 12.9% $139.8 million
97 Madden Advisory Services, Inc. Jacksonville 12.9% $159.2 million
98 Whalerock Point Partners, LLC West Palm Beach 12.8% $569.0 million
99 Royal Fund Management, LLC Lady Lake 12.7% $855.0 million
100 Allgen Financial Advisors, Inc. Orlando 12.5% $263.6 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing, 5 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.