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RIA directory Rankings Fastest growing, 5 years Florida
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 .