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AdvisorIQ

Ranking, Florida

Fastest-growing wealth firms over one year, including broker-dealer firms in Florida

As of October 2, 2026, The Life Wealth Group ranked #1 in Florida in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 176.1%, from a base of $177.7 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 The Life Wealth Group Winter Garden 176.1% $177.7 million
2 Legacy Wealth Advisors, LLC North Miami Beach 165.2% $348.0 million
3 Bbva Global Wealth Advisors, Inc. Broker-dealer affiliated Miami 160.6% $523.7 million
4 Rossby Financial, LLC Melbourne 138.3% $358.6 million
5 Ponta Wealth Partners, LLC Winter Park 109.7% $102.2 million
6 Blacktower Financial Management (US) LLC Orlando 107.1% $122.8 million
7 Lri Investments Palm Beach Gardens 98.1% $1.4 billion
8 Facet West Palm Beach 96.7% $3.9 billion
9 Seven Hills Financial, LLC Tallahassee 88.4% $149.1 million
10 Tiempo Capital Partners Miami 79.4% $508.0 million
11 Cogent Private Wealth Orlando 76.9% $141.5 million
12 Compass Financial Management LLC Tampa 72.2% $519.0 million
13 Hoxton Wealth Orlando 71.0% $470.0 million
14 Matters Capital LLC Coral Gables 70.3% $174.3 million
15 Greenbridge Partners LLC Lakeland 70.0% $254.8 million
16 Kaufman Rossin Wealth, LLC Miami 67.3% $302.9 million
17 Global Assets Advisory, LLC Broker-dealer affiliated Orlando 63.1% $338.1 million
18 Xendia Wealth LLC Miami 62.9% $291.7 million
19 Concurrent Investment Advisors, LLC Tampa 58.8% $9.9 billion
20 55 North Private Wealth Winter Park 58.5% $366.8 million
21 Plan to Prosper Wealth Management Ormond Beach 57.1% $149.1 million
22 Acp Capital Management, LLC Broker-dealer affiliated Miami 56.4% $230.4 million
23 Guerra Wealth Advisors Miami 56.2% $260.0 million
24 Inversiones Sura Miami 55.5% $103.0 million
25 Neil Jesani Wealth Management Sunrise 54.2% $125.9 million
26 Walser Wealth Management Company, A Limited Liability Company Tampa 54.0% $220.3 million
27 Matriarch Wealth Management, LLC Miami 51.9% $176.1 million
28 Grand Central Investment Group, LLC Tampa 50.5% $130.4 million
29 Covingtonalsina Jacksonville 49.4% $189.3 million
30 Accurate Wealth Management, LLC Broker-dealer affiliated Wesley Chapel 48.9% $1.1 billion
31 Fifth Avenue Family Office Naples 48.7% $908.5 million
32 Oxenfree Financial Melbourne 48.4% $168.4 million
33 Synergy Investment Management LLC Altamonte Springs 47.8% $461.2 million
34 Alpha Zero LLC Boca Raton 47.2% $183.2 million
35 Activest Wealth Management, LLC Aventura 43.7% $1.0 billion
36 Florida Financial Advisors, LLC Broker-dealer affiliated Tampa 43.5% $317.8 million
37 Element Pointe Family Office Miami 42.6% $854.5 million
38 One + One Wealth Management, LLC Jupiter 41.4% $270.9 million
39 Portfolio Medics, LLC Bonita Springs 41.2% $552.7 million
40 Golden Road Advisors LLC Tampa 39.9% $170.0 million
41 Aventura Private Wealth, LLC Aventura 39.7% $268.4 million
42 Cayside Partners Jupiter 39.5% $314.0 million
43 Oxford Wealth Group, LLC Orlando 39.0% $235.9 million
44 Yale Capital Corp. St. Petersburg 39.0% $4.0 billion
45 Img Wealth Management, Inc. Jacksonville 38.5% $151.4 million
46 Bucket List Wealth Management, LLC The Villages 37.9% $162.6 million
47 Fidelis Capital Tampa 37.6% $1.7 billion
48 Whalerock Point Partners, LLC West Palm Beach 37.1% $757.4 million
49 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 36.6% $529.1 million
50 Singer Wealth Advisors LLC Boca Raton 36.2% $668.7 million
51 Palm Wealth Partners Boca Raton 35.8% $132.1 million
52 Tactive Advisors, LLC Sarasota 35.5% $456.9 million
53 Northbridge Financial Group, LLC Tampa 35.2% $305.6 million
54 Cwa Asset Management Group Naples 35.1% $3.3 billion
55 Virtus Financial Partners Winter Park 35.1% $112.9 million
56 Reshape Wealth Boca Raton 35.1% $171.9 million
57 Aqua Advisors LLC Miami 34.9% $221.4 million
58 Financial Guidance Group, Inc. Palm Harbor 34.6% $214.3 million
59 Lighthouse Retirement Ponte Vedra 34.3% $211.9 million
60 Turner Financial Group, Inc. Pace 34.2% $171.0 million
61 GFG Solutions Orlando 34.1% $228.6 million
62 Financial Designs Wealth Management Miami 34.1% $194.8 million
63 Unified Wealth Management LLC Oldsmar 33.8% $113.0 million
64 Disciplined Equity Management, Inc. Neptune Beach 33.7% $389.7 million
65 Tobias Financial Advisors Plantation 33.5% $892.2 million
66 Dipaolo Financial Group, Inc. Lutz 33.4% $125.9 million
67 Entelevest, LLC Coral Gables 33.4% $110.3 million
68 Ibex Wealth Advisors, LLC West Palm Beach 33.3% $963.3 million
69 Shellman Investment Management, LLC Coral Gables 33.3% $157.3 million
70 NFSG Corporation Broker-dealer affiliated Boca Raton 33.1% $813.5 million
71 Jaffe Tilchin Investment Partners, LLC Tampa 32.9% $1.8 billion
72 The Holland Group, Retirement Wealth Advisors, LLC Clearwater 32.9% $215.2 million
73 Truadvisors Tampa 32.7% $100.0 million
74 Rezny Wealth Management, Inc. Fort Myers 32.4% $435.2 million
75 Centrica Wealth Management Miami 31.9% $475.8 million
76 Fortune Financial Group, Inc. Naples 31.8% $107.0 million
77 Forza Wealth Management Sarasota 31.7% $320.6 million
78 Noble Family Wealth Clearwater 31.7% $400.6 million
79 Dhody Investment Group Miami Beach 31.6% $259.4 million
80 Victrix Investment Advisors Stuart 31.4% $261.4 million
81 HD Money, Inc. Sarasota 31.3% $294.0 million
82 Barnett Capital Advisors LLC Miami 31.2% $122.8 million
83 Utopia Wealth Management, LLC Coconut Creek 30.9% $199.6 million
84 Swan Capital Pensacola 30.7% $268.9 million
85 Advantage Wealth Partners Fort Myers 30.3% $518.3 million
86 Personalized Financial Solutions LLC Clearwater 30.3% $109.4 million
87 GWN Securities Inc. Broker-dealer affiliated Palm Beach Gardens 30.2% $3.7 billion
88 Econologics Financial Advisors Largo 30.1% $140.8 million
89 Nexwealth LLC Palm Beach Gardens 30.0% $132.4 million
90 Independent Financial Partners Broker-dealer affiliated Tampa 29.9% $12.5 billion
91 Merited Wealth, LLC North Bay Village 29.8% $143.4 million
92 Schulmerich & Associates Asset Management, LLC Longboat Key 29.7% $118.0 million
93 Calton & Associates, Inc. Broker-dealer affiliated Tampa 29.6% $1.2 billion
94 Nova Wealth Management, Inc. Bonita Springs 29.6% $191.0 million
95 Mutual Trust Advisory Group Estero 29.5% $128.0 million
96 Maximai Investment Partners, LLC Coral Gables 29.2% $538.7 million
97 Fortress Wealth Planning Jacksonville Beach 28.9% $615.7 million
98 Proathlete Wealth Management LLC Boca Raton 28.9% $312.0 million
99 QTR Family Wealth, LLC Lake Mary 28.6% $582.8 million
100 Valor Advisors LLC Miami 28.2% $3.1 billion

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

More rankings

Fastest growing 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.