# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/florida/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: Florida
- firms_listed: 100
- rows: rank: 1, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 0.565927712975693, base_value: 807544525, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 2, crd: 156345, firm: Compass Financial Management LLC, city: Tampa, state: FL, value: 0.443468115878252, base_value: 142633733, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156345/; rank: 3, crd: 122448, firm: Fifth Avenue Family Office, city: Naples, state: FL, value: 0.354543983701215, base_value: 296237898, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122448/; rank: 4, crd: 156150, firm: Activest Wealth Management, LLC, city: Aventura, state: FL, value: 0.322848831349625, base_value: 360480806, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156150/; rank: 5, crd: 307618, firm: Fortress Wealth Planning, city: Jacksonville Beach, state: FL, value: 0.312615769288573, base_value: 203737000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307618/; rank: 6, crd: 297987, firm: Dakota Wealth, LLC, city: Palm Beach Gardens, state: FL, value: 0.312100894679935, base_value: 1785030984, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297987/; rank: 7, crd: 157973, firm: Xendia Wealth LLC, city: Miami, state: FL, value: 0.309835112887616, base_value: 123266355, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157973/; rank: 8, crd: 310788, firm: Instrumental Wealth, LLC, city: Tampa, state: FL, value: 0.307811226994532, base_value: 132780712, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310788/; rank: 9, crd: 289372, firm: Code Waechter LLC, city: Tampa, state: FL, value: 0.296963284520248, base_value: 111456754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289372/; rank: 10, crd: 281075, firm: Forza Wealth Management, city: Sarasota, state: FL, value: 0.295526997473146, base_value: 115730467, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281075/; rank: 11, crd: 310394, firm: Northbridge Financial Group, LLC, city: Tampa, state: FL, value: 0.294816561128473, base_value: 113516078, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310394/; rank: 12, crd: 291297, firm: Truvestments Capital LLC, city: Sarasota, state: FL, value: 0.279329264145926, base_value: 192816341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291297/; rank: 13, crd: 282405, firm: Clarity Capital Advisors, LLC, city: Lakewood Ranch, state: FL, value: 0.278405039022951, base_value: 119000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282405/; rank: 14, crd: 145958, firm: Portfolio Medics, LLC, city: Bonita Springs, state: FL, value: 0.275902145110544, base_value: 230814697, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145958/; rank: 15, crd: 167517, firm: Victrix Investment Advisors, city: Stuart, state: FL, value: 0.274876383557295, base_value: 101949592, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167517/; rank: 16, crd: 173272, firm: Sound Income Strategies, LLC, city: Fort Lauderdale, state: FL, value: 0.261188861271301, base_value: 1310346090, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173272/; rank: 17, crd: 137423, firm: Poinciana Advisors Group, LLC, city: Palm Beach Gardens, state: FL, value: 0.258890553699641, base_value: 125241462, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137423/; rank: 18, crd: 141694, firm: Highland Investment Advisors LLC, city: Ponte Vedra, state: FL, value: 0.255950584921006, base_value: 117842258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141694/; rank: 19, crd: 42762, firm: Rogan & Associates, city: Safety Harbor, state: FL, value: 0.241336686795725, base_value: 240734466, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/42762/; rank: 20, crd: 307781, firm: Cyndeo Wealth Partners, city: St. Petersburg, state: FL, value: 0.22617096933874, base_value: 1137000610, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307781/; rank: 21, crd: 126992, firm: Yale Capital Corp., city: St. Petersburg, state: FL, value: 0.224081914589704, base_value: 2045427322, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126992/; rank: 22, crd: 148271, firm: Financial Harvest Wealth Advisors, city: Winter Park, state: FL, value: 0.221607631138924, base_value: 204885068, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148271/; rank: 23, crd: 158940, firm: Cwa Asset Management Group, city: Naples, state: FL, value: 0.221240844285365, base_value: 1661883249, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158940/; rank: 24, crd: 286005, firm: Global Wealth Management Investment Advisory, Inc., city: Fort Lauderdale, state: FL, value: 0.216854241285553, base_value: 270917020, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286005/; rank: 25, crd: 147403, firm: Lighthouse Retirement, city: Ponte Vedra, state: FL, value: 0.21470653027912, base_value: 107631439, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147403/; rank: 26, crd: 288145, firm: Spectra Investment Management, LLC, city: Stuart, state: FL, value: 0.214390250275647, base_value: 116179126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288145/; rank: 27, crd: 108289, firm: Suncoast Equity Management, LLC, city: Tampa, state: FL, value: 0.199911921131416, base_value: 850160087, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108289/; rank: 28, crd: 168674, firm: Ibex Wealth Advisors, LLC, city: West Palm Beach, state: FL, value: 0.199613660240031, base_value: 516954887, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168674/; rank: 29, crd: 166958, firm: Aragon Capital LLC, city: Fort Lauderdale, state: FL, value: 0.199321100515674, base_value: 140768014, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166958/; rank: 30, crd: 116251, firm: Rainey & Randall Wealth Advisors, Inc., city: Celebration, state: FL, value: 0.198456529845766, base_value: 371383167, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116251/; rank: 31, crd: 170518, firm: Vizcaya Capital, LLC, city: Miami, state: FL, value: 0.197119678815506, base_value: 256823510, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170518/; rank: 32, crd: 287966, firm: Benchmark Financial Wealth Advisors LLC, city: Boca Raton, state: FL, value: 0.192644505848587, base_value: 317481262, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287966/; rank: 33, crd: 168344, firm: Opinicus, city: Tampa, state: FL, value: 0.189535470787755, base_value: 124727099, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168344/; rank: 34, crd: 147158, firm: Udine Wealth Management Inc., city: Palm Beach Gardens, state: FL, value: 0.186962027445585, base_value: 116254000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147158/; rank: 35, crd: 108426, firm: Trustwell Financial Advisors, LLC, city: Jacksonville, state: FL, value: 0.18684630192498, base_value: 110743049, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108426/; rank: 36, crd: 171898, firm: Good Life Advisors, LLC, city: Celebration, state: FL, value: 0.18596597450346, base_value: 1854158498, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171898/; rank: 37, crd: 104711, firm: Tobias Financial Advisors, city: Plantation, state: FL, value: 0.18348734419933, base_value: 513000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104711/; rank: 38, crd: 151807, firm: Archpoint Investors, city: Coral Gables, state: FL, value: 0.183068708528823, base_value: 1783314950, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151807/; rank: 39, crd: 143767, firm: McDonough Capital Management, Inc., city: Orlando, state: FL, value: 0.182871613334727, base_value: 111515785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143767/; rank: 40, crd: 151100, firm: Black Cypress Capital, city: Ponte Vedra Beach, state: FL, value: 0.180359233175037, base_value: 132954301, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151100/; rank: 41, crd: 109638, firm: Rezny Wealth Management, Inc., city: Fort Myers, state: FL, value: 0.179271408560228, base_value: 252553643, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109638/; rank: 42, crd: 290006, firm: Global Financial Private Client, city: Sarasota, state: FL, value: 0.178561051358183, base_value: 364288305, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290006/; rank: 43, crd: 105801, firm: Augustine Asset Management Inc, city: Jacksonville, state: FL, value: 0.17645341716286, base_value: 347575898, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105801/; rank: 44, crd: 300966, firm: Ranch Capital Advisors Inc., city: Sarasota, state: FL, value: 0.175751456080953, base_value: 171589705, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300966/; rank: 45, crd: 305758, firm: Semus Wealth Partners, LLC, city: Boca Raton, state: FL, value: 0.175578605773561, base_value: 116986667, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305758/; rank: 46, crd: 285399, firm: Aqua Advisors LLC, city: Miami, state: FL, value: 0.174960467633116, base_value: 133437933, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285399/; rank: 47, crd: 158369, firm: Gentrust, city: Miami, state: FL, value: 0.17479718894284, base_value: 2324673860, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158369/; rank: 48, crd: 305395, firm: Storge, city: Coral Gables, state: FL, value: 0.17465481992969, base_value: 387509987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305395/; rank: 49, crd: 167790, firm: Client 1st Advisory Group, city: Dunedin, state: FL, value: 0.172439520456776, base_value: 230877882, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167790/; rank: 50, crd: 158544, firm: Naples Global Advisors, city: Naples, state: FL, value: 0.172436706583218, base_value: 901351045, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158544/; rank: 51, crd: 150374, firm: Paulson Wealth Management Inc., city: West Palm Beach, state: FL, value: 0.172309682880866, base_value: 252438093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150374/; rank: 52, crd: 173054, firm: Rose Capital Advisors, LLC, city: Miami Beach, state: FL, value: 0.172134444770729, base_value: 274942669, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173054/; rank: 53, crd: 301325, firm: Hudson Value Partners, LLC, city: Palm Beach, state: FL, value: 0.169483651958348, base_value: 310081138, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301325/; rank: 54, crd: 306237, firm: Meridiana, city: Coral Gables, state: FL, value: 0.168344911057515, base_value: 202976980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306237/; rank: 55, crd: 174386, firm: Core Wealth Advisors, Inc., city: Lakeland, state: FL, value: 0.166683992527452, base_value: 324822673, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174386/; rank: 56, crd: 314882, firm: Ars Wealth Advisors, city: St. Petersburg, state: FL, value: 0.166084775264617, base_value: 761233402, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314882/; rank: 57, crd: 301071, firm: QP Wealth Management, LLC, city: Boca Raton, state: FL, value: 0.164364654976837, base_value: 189223188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301071/; rank: 58, crd: 287933, firm: Mra Advisory Group, city: Sarasota, state: FL, value: 0.164012734142297, base_value: 169062384, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287933/; rank: 59, crd: 309997, firm: The High Net Worth Advisory Group, LLC, city: Naples, state: FL, value: 0.163946301709109, base_value: 403354241, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309997/; rank: 60, crd: 282750, firm: Element Pointe Family Office, city: Miami, state: FL, value: 0.163435964539039, base_value: 571569931, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282750/; rank: 61, crd: 169274, firm: Sanchez Wealth Management Group, LLC, city: Jacksonville, state: FL, value: 0.162718520017574, base_value: 268796558, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169274/; rank: 62, crd: 143608, firm: Jaffe Tilchin Investment Partners, LLC, city: Tampa, state: FL, value: 0.162604464170724, base_value: 1151320736, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143608/; rank: 63, crd: 111446, firm: Cassedy Financial Group, Inc., city: Tampa, state: FL, value: 0.161617180121012, base_value: 117467499, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111446/; rank: 64, crd: 167498, firm: Vesta Wealth Management, LLC, city: Miami Beach, state: FL, value: 0.161105084035426, base_value: 157949999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167498/; rank: 65, crd: 160108, firm: Alternative Investment Advisors, LLC, city: Maitland, state: FL, value: 0.160808176718932, base_value: 183078296, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160108/; rank: 66, crd: 159217, firm: Pento Portfolio Strategies, LLC, city: Naples, state: FL, value: 0.160564301590371, base_value: 112688891, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159217/; rank: 67, crd: 309312, firm: Jacksonville Wealth Management, city: Jacksonville, state: FL, value: 0.159751073625689, base_value: 254298000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309312/; rank: 68, crd: 286669, firm: Slatestone Wealth LLC, city: Jupiter, state: FL, value: 0.158346256277459, base_value: 845435403, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286669/; rank: 69, crd: 156165, firm: Scala Capital LLC, city: Miami, state: FL, value: 0.155569752030972, base_value: 184641368, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156165/; rank: 70, crd: 130716, firm: Uhler Vertich White Advisors, city: Fort Myers, state: FL, value: 0.154758544050522, base_value: 250168433, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130716/; rank: 71, crd: 308968, firm: Fortress Wealth Group, city: Winter Park, state: FL, value: 0.154607962939988, base_value: 214000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308968/; rank: 72, crd: 108799, firm: Financial Guidance Group, Inc., city: Palm Harbor, state: FL, value: 0.152701077309274, base_value: 141736906, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108799/; rank: 73, crd: 174342, firm: Fitzroy Investment Advisors LLC, city: Aventura, state: FL, value: 0.152390670070144, base_value: 513187389, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174342/; rank: 74, crd: 149014, firm: Davis Capital Management, city: Jacksonville, state: FL, value: 0.151378084802253, base_value: 128000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149014/; rank: 75, crd: 146597, firm: Aviance Capital Partners LLC, city: Naples, state: FL, value: 0.150722334723816, base_value: 557887063, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146597/; rank: 76, crd: 296771, firm: Canopy 360 Wealth, LLC, city: Ocala, state: FL, value: 0.150570509534822, base_value: 189858046, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296771/; rank: 77, crd: 108530, firm: American Financial Advisors Inc, city: Winter Park, state: FL, value: 0.150388630419544, base_value: 635027053, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108530/; rank: 78, crd: 285263, firm: MMBG Investment Advisors Co., city: Miami, state: FL, value: 0.150046339265461, base_value: 1483131951, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285263/; rank: 79, crd: 312462, firm: Unique Wealth, LLC, city: Tampa, state: FL, value: 0.149617561041145, base_value: 480886359, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312462/; rank: 80, crd: 291380, firm: Blackston Financial Advisory Group, LLC, city: The Villages, state: FL, value: 0.147269328292168, base_value: 167421522, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291380/; rank: 81, crd: 284919, firm: Maximai Investment Partners, LLC, city: Coral Gables, state: FL, value: 0.146996760780535, base_value: 350503215, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284919/; rank: 82, crd: 169172, firm: Private Capital Management, city: Naples, state: FL, value: 0.146552514690072, base_value: 729063388, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169172/; rank: 83, crd: 111855, firm: Koss-Olinger Consulting, LLC., city: Gainesville, state: FL, value: 0.1459148049161, base_value: 1128034659, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111855/; rank: 84, crd: 296949, firm: Atticus Wealth Management, city: Palm Beach Gardens, state: FL, value: 0.145828287206336, base_value: 286222728, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296949/; rank: 85, crd: 131167, firm: Csenge Advisory Group, LLC, city: Clearwater, state: FL, value: 0.144869911474096, base_value: 1611537425, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131167/; rank: 86, crd: 109445, firm: Investment Advisory Group LLC, city: Sarasota, state: FL, value: 0.144442001924003, base_value: 619900000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109445/; rank: 87, crd: 310906, firm: One + One Wealth Management, LLC, city: Jupiter, state: FL, value: 0.14395313178113, base_value: 195482887, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310906/; rank: 88, crd: 296931, firm: Bradley & Company Private Wealth Management, LLC, city: Coral Gables, state: FL, value: 0.141444558727308, base_value: 130075363, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296931/; rank: 89, crd: 289142, firm: Blacktower Financial Management (US) LLC, city: Orlando, state: FL, value: 0.141437581419792, base_value: 131291982, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289142/; rank: 90, crd: 285880, firm: Psi Advisors, LLC, city: Tampa, state: FL, value: 0.139393266289062, base_value: 417091315, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285880/; rank: 91, crd: 129436, firm: Disciplined Equity Management, Inc., city: Neptune Beach, state: FL, value: 0.137658053267273, base_value: 273363489, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129436/; rank: 92, crd: 111163, firm: Dock Street Asset Management Inc, city: Palm Beach, state: FL, value: 0.136664410683067, base_value: 585071919, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111163/; rank: 93, crd: 162870, firm: Core Wealth Management, Inc., city: Jupiter, state: FL, value: 0.13524055285274, base_value: 214638348, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162870/; rank: 94, crd: 146399, firm: F&V Capital Management, L.L.C., city: Boca Raton, state: FL, value: 0.134233715208267, base_value: 297164179, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146399/; rank: 95, crd: 298570, firm: The Tenret Company, LLC, city: Tampa, state: FL, value: 0.131968705899514, base_value: 121302898, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298570/; rank: 96, crd: 156073, firm: RD Lewis Wealth Management, city: Maitland, state: FL, value: 0.129245503421651, base_value: 139840420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156073/; rank: 97, crd: 112607, firm: Madden Advisory Services, Inc., city: Jacksonville, state: FL, value: 0.128777870754898, base_value: 159163230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112607/; rank: 98, crd: 140781, firm: Whalerock Point Partners, LLC, city: West Palm Beach, state: FL, value: 0.12780870759672, base_value: 569020564, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140781/; rank: 99, crd: 144434, firm: Royal Fund Management, LLC, city: Lady Lake, state: FL, value: 0.127427468014183, base_value: 855028535, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144434/; rank: 100, crd: 126877, firm: Allgen Financial Advisors, Inc., city: Orlando, state: FL, value: 0.125104727013113, base_value: 263570000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126877/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [RIA market data for Florida](https://advisoriq.com/ria/states/florida/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/florida/

License: https://advisoriq.com/license/