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For asset managers
AdvisorIQ

Ranking, Florida

Largest wealth firms by assets under management, including broker-dealer firms in Florida

As of October 2, 2026, Raymond James & Associates, Inc. ranked #1 in Florida in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $501.0 billion.

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

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 Raymond James & Associates, Inc. Broker-dealer affiliated St. Petersburg $501.0 billion
2 Raymond James Financial Services Advisors, Inc Broker-dealer affiliated St. Petersburg $390.0 billion
3 Corient Miami $165.3 billion
4 Sanctuary Advisors, LLC Broker-dealer affiliated Miami $34.9 billion
5 We Family Offices Coral Gables $17.8 billion
6 Independent Financial Partners Broker-dealer affiliated Tampa $16.3 billion
7 Concurrent Investment Advisors, LLC Tampa $15.7 billion
8 CV Advisors LLC Aventura $15.1 billion
9 J. W. Cole Advisors, Inc. Broker-dealer affiliated Tampa $8.2 billion
10 Facet West Palm Beach $7.6 billion
11 Dakota Wealth, LLC Palm Beach Gardens $6.9 billion
12 Kovack Advisors, Inc. Broker-dealer affiliated Fort Lauderdale $6.3 billion
13 Gladstone Wealth Partners Broker-dealer affiliated Palm Beach Gardens $5.7 billion
14 Yale Capital Corp. St. Petersburg $5.6 billion
15 Gentrust Miami $5.2 billion
16 Moran Wealth Management, LLC Naples $5.1 billion
17 GWN Securities Inc. Broker-dealer affiliated Palm Beach Gardens $4.8 billion
18 Cwa Asset Management Group Naples $4.5 billion
19 Good Life Advisors, LLC Celebration $4.4 billion
20 Sound Income Strategies, LLC Fort Lauderdale $4.2 billion
21 Archpoint Investors Coral Gables $4.1 billion
22 Money Concepts Advisory Service Broker-dealer affiliated Palm Beach Gardens $4.1 billion
23 Valor Advisors LLC Miami $4.0 billion
24 Timucuan Asset Management Inc Jacksonville $3.8 billion
25 Provenance Wealth Advisors Broker-dealer affiliated Fort Lauderdale $3.6 billion
26 Certuity, LLC North Palm Beach $3.3 billion
27 Gryphon Wealth Jacksonville $3.2 billion
28 Cumberland Advisors Broker-dealer affiliated Sarasota $3.2 billion
29 Evensky & Katz/Foldes Wealth Management Coral Gables $3.2 billion
30 Csenge Advisory Group, LLC Clearwater $3.2 billion
31 Cyndeo Wealth Partners St. Petersburg $3.2 billion
32 Certified Advisory Corp Altamonte Springs $3.0 billion
33 MMBG Investment Advisors Co. Miami $3.0 billion
34 CPS Investment Advisors Lakeland $2.9 billion
35 L 1 Global Wealth LLC Coconut Grove $2.8 billion
36 Lri Investments Palm Beach Gardens $2.8 billion
37 International Assets Investment Management, LLC Broker-dealer affiliated Orlando $2.6 billion
38 Jaffe Tilchin Investment Partners, LLC Tampa $2.4 billion
39 Fidelis Capital Tampa $2.3 billion
40 Koss-Olinger Consulting, LLC. Gainesville $2.2 billion
41 Heritage Investment Group, Inc. Pompano Beach $2.2 billion
42 Suncoast Equity Management, LLC Tampa $2.1 billion
43 Indivisible Partners Clearwater $2.1 billion
44 Provise Management Group, LLC Clearwater $2.0 billion
45 Naples Global Advisors Naples $2.0 billion
46 3EDGE Asset Management, LP Naples $2.0 billion
47 Bulltick Wealth Management, LLC Broker-dealer affiliated Miami $1.9 billion
48 Fourthought Financial Partners, LLC. Venice $1.9 billion
49 Mora Capital Management, LLC Broker-dealer affiliated Miami $1.9 billion
50 Palisades Hudson Asset Management, L.P. Fort Lauderdale $1.8 billion
51 A&M Private Wealth Partners, LLC West Palm Beach $1.8 billion
52 Slatestone Wealth LLC Jupiter $1.8 billion
53 Agw Capital Advisors Tampa $1.7 billion
54 Accurate Wealth Management, LLC Broker-dealer affiliated Wesley Chapel $1.7 billion
55 Ars Wealth Advisors St. Petersburg $1.6 billion
56 Sierra Capital LLC Miami $1.6 billion
57 Ciccarelli Advisory Services Inc Naples $1.6 billion
58 Calton & Associates, Inc. Broker-dealer affiliated Tampa $1.6 billion
59 Evertern Wealth, LLC Naples $1.6 billion
60 Royal Fund Management, LLC Lady Lake $1.6 billion
61 Activest Wealth Management, LLC Aventura $1.5 billion
62 Private Capital Management Naples $1.4 billion
63 Spirepoint Private Client, LLC Vero Beach $1.4 billion
64 J. L. Bainbridge & Co., Inc. Sarasota $1.4 billion
65 Bbva Global Wealth Advisors, Inc. Broker-dealer affiliated Miami $1.4 billion
66 Fifth Avenue Family Office Naples $1.4 billion
67 Intellus Advisors, LLC Naples $1.4 billion
68 Moisand Fitzgerald Tamayo, LLC Orlando $1.4 billion
69 Ibex Wealth Advisors, LLC West Palm Beach $1.3 billion
70 Bigsur Partners, LLC Miami $1.3 billion
71 American Financial Advisors Inc Winter Park $1.3 billion
72 Professional Advisory Services Inc Vero Beach $1.3 billion
73 Ullmann Wealth Partners Jacksonville Beach $1.3 billion
74 Element Pointe Family Office Miami $1.2 billion
75 Investment Advisory Group LLC Sarasota $1.2 billion
76 Baron Silver Stevens Financial Advisors, LLC Boca Raton $1.2 billion
77 Tobias Financial Advisors Plantation $1.2 billion
78 Aspire Growth Partners LLC Miromar Lakes $1.2 billion
79 Aviance Capital Partners LLC Naples $1.1 billion
80 Founders Family Office Miami $1.1 billion
81 Dock Street Asset Management Inc Palm Beach $1.1 billion
82 NFSG Corporation Broker-dealer affiliated Boca Raton $1.1 billion
83 Jackson Wealth Management, LLC Lake Mary $1.1 billion
84 Fitzroy Investment Advisors LLC Aventura $1.0 billion
85 Whalerock Point Partners, LLC West Palm Beach $1.0 billion
86 MG&A Wealth Plantation $1.0 billion
87 Omnia Family Wealth, LLC Aventura $994.6 million
88 Unique Wealth, LLC Tampa $965.6 million
89 Destiny Wealth Partners, LLC Tavares $947.3 million
90 Legacy Wealth Advisors, LLC North Miami Beach $922.8 million
91 Rainey & Randall Wealth Advisors, Inc. Celebration $918.2 million
92 Tiempo Capital Partners Miami $911.0 million
93 Singer Wealth Advisors LLC Boca Raton $910.6 million
94 Flaharty Asset Management, LLC Clearwater $901.6 million
95 Compass Financial Management LLC Tampa $893.8 million
96 Noesis Capital Management Corp Boca Raton $876.9 million
97 Storge Coral Gables $866.6 million
98 The High Net Worth Advisory Group, LLC Naples $861.7 million
99 Rossby Financial, LLC Melbourne $854.8 million
100 Global Financial Private Client Sarasota $828.3 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.