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For asset managers
AdvisorIQ

Ranking, Florida

Largest independent RIAs by assets under management in Florida

As of October 2, 2026, Corient ranked #1 in Florida in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $165.3 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Corient Miami $165.3 billion
2 We Family Offices Coral Gables $17.8 billion
3 Concurrent Investment Advisors, LLC Tampa $15.7 billion
4 CV Advisors LLC Aventura $15.1 billion
5 Facet West Palm Beach $7.6 billion
6 Dakota Wealth, LLC Palm Beach Gardens $6.9 billion
7 Yale Capital Corp. St. Petersburg $5.6 billion
8 Gentrust Miami $5.2 billion
9 Moran Wealth Management, LLC Naples $5.1 billion
10 Cwa Asset Management Group Naples $4.5 billion
11 Good Life Advisors, LLC Celebration $4.4 billion
12 Sound Income Strategies, LLC Fort Lauderdale $4.2 billion
13 Archpoint Investors Coral Gables $4.1 billion
14 Valor Advisors LLC Miami $4.0 billion
15 Timucuan Asset Management Inc Jacksonville $3.8 billion
16 Certuity, LLC North Palm Beach $3.3 billion
17 Gryphon Wealth Jacksonville $3.2 billion
18 Evensky & Katz/Foldes Wealth Management Coral Gables $3.2 billion
19 Csenge Advisory Group, LLC Clearwater $3.2 billion
20 Cyndeo Wealth Partners St. Petersburg $3.2 billion
21 Certified Advisory Corp Altamonte Springs $3.0 billion
22 MMBG Investment Advisors Co. Miami $3.0 billion
23 CPS Investment Advisors Lakeland $2.9 billion
24 L 1 Global Wealth LLC Coconut Grove $2.8 billion
25 Lri Investments Palm Beach Gardens $2.8 billion
26 Jaffe Tilchin Investment Partners, LLC Tampa $2.4 billion
27 Fidelis Capital Tampa $2.3 billion
28 Koss-Olinger Consulting, LLC. Gainesville $2.2 billion
29 Heritage Investment Group, Inc. Pompano Beach $2.2 billion
30 Suncoast Equity Management, LLC Tampa $2.1 billion
31 Indivisible Partners Clearwater $2.1 billion
32 Provise Management Group, LLC Clearwater $2.0 billion
33 Naples Global Advisors Naples $2.0 billion
34 3EDGE Asset Management, LP Naples $2.0 billion
35 Fourthought Financial Partners, LLC. Venice $1.9 billion
36 Palisades Hudson Asset Management, L.P. Fort Lauderdale $1.8 billion
37 A&M Private Wealth Partners, LLC West Palm Beach $1.8 billion
38 Slatestone Wealth LLC Jupiter $1.8 billion
39 Agw Capital Advisors Tampa $1.7 billion
40 Ars Wealth Advisors St. Petersburg $1.6 billion
41 Sierra Capital LLC Miami $1.6 billion
42 Ciccarelli Advisory Services Inc Naples $1.6 billion
43 Evertern Wealth, LLC Naples $1.6 billion
44 Royal Fund Management, LLC Lady Lake $1.6 billion
45 Activest Wealth Management, LLC Aventura $1.5 billion
46 Private Capital Management Naples $1.4 billion
47 Spirepoint Private Client, LLC Vero Beach $1.4 billion
48 J. L. Bainbridge & Co., Inc. Sarasota $1.4 billion
49 Fifth Avenue Family Office Naples $1.4 billion
50 Intellus Advisors, LLC Naples $1.4 billion
51 Moisand Fitzgerald Tamayo, LLC Orlando $1.4 billion
52 Ibex Wealth Advisors, LLC West Palm Beach $1.3 billion
53 Bigsur Partners, LLC Miami $1.3 billion
54 American Financial Advisors Inc Winter Park $1.3 billion
55 Professional Advisory Services Inc Vero Beach $1.3 billion
56 Ullmann Wealth Partners Jacksonville Beach $1.3 billion
57 Element Pointe Family Office Miami $1.2 billion
58 Investment Advisory Group LLC Sarasota $1.2 billion
59 Baron Silver Stevens Financial Advisors, LLC Boca Raton $1.2 billion
60 Tobias Financial Advisors Plantation $1.2 billion
61 Aspire Growth Partners LLC Miromar Lakes $1.2 billion
62 Aviance Capital Partners LLC Naples $1.1 billion
63 Founders Family Office Miami $1.1 billion
64 Dock Street Asset Management Inc Palm Beach $1.1 billion
65 Jackson Wealth Management, LLC Lake Mary $1.1 billion
66 Fitzroy Investment Advisors LLC Aventura $1.0 billion
67 Whalerock Point Partners, LLC West Palm Beach $1.0 billion
68 MG&A Wealth Plantation $1.0 billion
69 Omnia Family Wealth, LLC Aventura $994.6 million
70 Unique Wealth, LLC Tampa $965.6 million
71 Destiny Wealth Partners, LLC Tavares $947.3 million
72 Legacy Wealth Advisors, LLC North Miami Beach $922.8 million
73 Rainey & Randall Wealth Advisors, Inc. Celebration $918.2 million
74 Tiempo Capital Partners Miami $911.0 million
75 Singer Wealth Advisors LLC Boca Raton $910.6 million
76 Flaharty Asset Management, LLC Clearwater $901.6 million
77 Compass Financial Management LLC Tampa $893.8 million
78 Noesis Capital Management Corp Boca Raton $876.9 million
79 Storge Coral Gables $866.6 million
80 The High Net Worth Advisory Group, LLC Naples $861.7 million
81 Rossby Financial, LLC Melbourne $854.8 million
82 Global Financial Private Client Sarasota $828.3 million
83 Walsh & Associates, LLC Sarasota $827.7 million
84 Firestone Capital Management Inc South Miami $806.2 million
85 Hoxton Wealth Orlando $803.5 million
86 Psi Advisors, LLC Tampa $800.9 million
87 Fortress Wealth Planning Jacksonville Beach $793.9 million
88 Augustine Asset Management Inc Jacksonville $783.3 million
89 Portfolio Medics, LLC Bonita Springs $780.5 million
90 Benchmark Financial Wealth Advisors LLC Boca Raton $766.1 million
91 Lighthouse Financial St. Petersburg $755.6 million
92 QTR Family Wealth, LLC Lake Mary $749.3 million
93 Fiduciary Family Office, LLC Boca Raton $747.7 million
94 Dudley & Shanley, Inc. Palm Beach $746.8 million
95 Bayshore Wealth Advisors Coral Gables $740.1 million
96 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale $722.8 million
97 Materetsky Financial Group Boynton Beach $720.8 million
98 Saaga Miami $717.5 million
99 Rogan & Associates Safety Harbor $709.6 million
100 Morangie Management LLC Vero Beach $706.0 million

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

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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.