# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/florida/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Florida
- firms_listed: 100
- rows: rank: 1, crd: 319448, firm: Corient, city: Miami, state: FL, value: 165252436553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 2, crd: 109869, firm: We Family Offices, city: Coral Gables, state: FL, value: 17752394957, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109869/; rank: 3, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 15727990844, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 4, crd: 164817, firm: CV Advisors LLC, city: Aventura, state: FL, value: 15083670822, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164817/; rank: 5, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 7603700943, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 6, crd: 297987, firm: Dakota Wealth, LLC, city: Palm Beach Gardens, state: FL, value: 6941956964, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297987/; rank: 7, crd: 126992, firm: Yale Capital Corp., city: St. Petersburg, state: FL, value: 5621296070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126992/; rank: 8, crd: 158369, firm: Gentrust, city: Miami, state: FL, value: 5202073997, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158369/; rank: 9, crd: 319208, firm: Moran Wealth Management, LLC, city: Naples, state: FL, value: 5095822670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319208/; rank: 10, crd: 158940, firm: Cwa Asset Management Group, city: Naples, state: FL, value: 4514473566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158940/; rank: 11, crd: 171898, firm: Good Life Advisors, LLC, city: Celebration, state: FL, value: 4350187761, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171898/; rank: 12, crd: 173272, firm: Sound Income Strategies, LLC, city: Fort Lauderdale, state: FL, value: 4181062401, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173272/; rank: 13, crd: 151807, firm: Archpoint Investors, city: Coral Gables, state: FL, value: 4133118802, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151807/; rank: 14, crd: 171358, firm: Valor Advisors LLC, city: Miami, state: FL, value: 4005662140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171358/; rank: 15, crd: 105899, firm: Timucuan Asset Management Inc, city: Jacksonville, state: FL, value: 3805034702, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105899/; rank: 16, crd: 129505, firm: Certuity, LLC, city: North Palm Beach, state: FL, value: 3301613248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129505/; rank: 17, crd: 339969, firm: Gryphon Wealth, city: Jacksonville, state: FL, value: 3244339200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339969/; rank: 18, crd: 109698, firm: Evensky & Katz/Foldes Wealth Management, city: Coral Gables, state: FL, value: 3209825405, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109698/; rank: 19, crd: 131167, firm: Csenge Advisory Group, LLC, city: Clearwater, state: FL, value: 3169721491, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131167/; rank: 20, crd: 307781, firm: Cyndeo Wealth Partners, city: St. Petersburg, state: FL, value: 3151489364, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307781/; rank: 21, crd: 120990, firm: Certified Advisory Corp, city: Altamonte Springs, state: FL, value: 3044536415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120990/; rank: 22, crd: 285263, firm: MMBG Investment Advisors Co., city: Miami, state: FL, value: 2983709180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285263/; rank: 23, crd: 104914, firm: CPS Investment Advisors, city: Lakeland, state: FL, value: 2888320155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104914/; rank: 24, crd: 337213, firm: L 1 Global Wealth LLC, city: Coconut Grove, state: FL, value: 2810167033, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337213/; rank: 25, crd: 323556, firm: Lri Investments, city: Palm Beach Gardens, state: FL, value: 2781193458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323556/; rank: 26, crd: 143608, firm: Jaffe Tilchin Investment Partners, LLC, city: Tampa, state: FL, value: 2445435755, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143608/; rank: 27, crd: 322287, firm: Fidelis Capital, city: Tampa, state: FL, value: 2284448461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322287/; rank: 28, crd: 111855, firm: Koss-Olinger Consulting, LLC., city: Gainesville, state: FL, value: 2228866700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111855/; rank: 29, crd: 113204, firm: Heritage Investment Group, Inc., city: Pompano Beach, state: FL, value: 2228296610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113204/; rank: 30, crd: 108289, firm: Suncoast Equity Management, LLC, city: Tampa, state: FL, value: 2114694094, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108289/; rank: 31, crd: 332431, firm: Indivisible Partners, city: Clearwater, state: FL, value: 2079652688, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332431/; rank: 32, crd: 105375, firm: Provise Management Group, LLC, city: Clearwater, state: FL, value: 2033366884, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105375/; rank: 33, crd: 158544, firm: Naples Global Advisors, city: Naples, state: FL, value: 1996829577, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158544/; rank: 34, crd: 282059, firm: 3EDGE Asset Management, LP, city: Naples, state: FL, value: 1953342211, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282059/; rank: 35, crd: 323060, firm: Fourthought Financial Partners, LLC., city: Venice, state: FL, value: 1927136763, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323060/; rank: 36, crd: 109134, firm: Palisades Hudson Asset Management, L.P., city: Fort Lauderdale, state: FL, value: 1839337921, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109134/; rank: 37, crd: 331478, firm: A&M Private Wealth Partners, LLC, city: West Palm Beach, state: FL, value: 1832726951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331478/; rank: 38, crd: 286669, firm: Slatestone Wealth LLC, city: Jupiter, state: FL, value: 1763081657, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286669/; rank: 39, crd: 150570, firm: Agw Capital Advisors, city: Tampa, state: FL, value: 1726801585, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150570/; rank: 40, crd: 314882, firm: Ars Wealth Advisors, city: St. Petersburg, state: FL, value: 1641226278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314882/; rank: 41, crd: 110129, firm: Sierra Capital LLC, city: Miami, state: FL, value: 1612263128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110129/; rank: 42, crd: 110904, firm: Ciccarelli Advisory Services Inc, city: Naples, state: FL, value: 1586316444, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110904/; rank: 43, crd: 340830, firm: Evertern Wealth, LLC, city: Naples, state: FL, value: 1564247778, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340830/; rank: 44, crd: 144434, firm: Royal Fund Management, LLC, city: Lady Lake, state: FL, value: 1557484260, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144434/; rank: 45, crd: 156150, firm: Activest Wealth Management, LLC, city: Aventura, state: FL, value: 1460270243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156150/; rank: 46, crd: 169172, firm: Private Capital Management, city: Naples, state: FL, value: 1444558205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169172/; rank: 47, crd: 327350, firm: Spirepoint Private Client, LLC, city: Vero Beach, state: FL, value: 1440036577, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327350/; rank: 48, crd: 108058, firm: J. L. Bainbridge & Co., Inc., city: Sarasota, state: FL, value: 1371158033, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108058/; rank: 49, crd: 122448, firm: Fifth Avenue Family Office, city: Naples, state: FL, value: 1350847041, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122448/; rank: 50, crd: 332883, firm: Intellus Advisors, LLC, city: Naples, state: FL, value: 1350450329, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332883/; rank: 51, crd: 109419, firm: Moisand Fitzgerald Tamayo, LLC, city: Orlando, state: FL, value: 1350217545, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109419/; rank: 52, crd: 168674, firm: Ibex Wealth Advisors, LLC, city: West Palm Beach, state: FL, value: 1284279818, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168674/; rank: 53, crd: 146511, firm: Bigsur Partners, LLC, city: Miami, state: FL, value: 1281842581, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146511/; rank: 54, crd: 108530, firm: American Financial Advisors Inc, city: Winter Park, state: FL, value: 1279425880, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108530/; rank: 55, crd: 105397, firm: Professional Advisory Services Inc, city: Vero Beach, state: FL, value: 1258746450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105397/; rank: 56, crd: 316697, firm: Ullmann Wealth Partners, city: Jacksonville Beach, state: FL, value: 1254153252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316697/; rank: 57, crd: 282750, firm: Element Pointe Family Office, city: Miami, state: FL, value: 1218377295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282750/; rank: 58, crd: 109445, firm: Investment Advisory Group LLC, city: Sarasota, state: FL, value: 1217000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109445/; rank: 59, crd: 126767, firm: Baron Silver Stevens Financial Advisors, LLC, city: Boca Raton, state: FL, value: 1196925310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126767/; rank: 60, crd: 104711, firm: Tobias Financial Advisors, city: Plantation, state: FL, value: 1191064980, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104711/; rank: 61, crd: 312063, firm: Aspire Growth Partners LLC, city: Miromar Lakes, state: FL, value: 1187187496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312063/; rank: 62, crd: 146597, firm: Aviance Capital Partners LLC, city: Naples, state: FL, value: 1125638667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146597/; rank: 63, crd: 315653, firm: Founders Family Office, city: Miami, state: FL, value: 1116208521, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315653/; rank: 64, crd: 111163, firm: Dock Street Asset Management Inc, city: Palm Beach, state: FL, value: 1110121633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111163/; rank: 65, crd: 147642, firm: Jackson Wealth Management, LLC, city: Lake Mary, state: FL, value: 1069600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147642/; rank: 66, crd: 174342, firm: Fitzroy Investment Advisors LLC, city: Aventura, state: FL, value: 1042976788, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174342/; rank: 67, crd: 140781, firm: Whalerock Point Partners, LLC, city: West Palm Beach, state: FL, value: 1038257743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140781/; rank: 68, crd: 284866, firm: MG&A Wealth, city: Plantation, state: FL, value: 1017902995, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284866/; rank: 69, crd: 170909, firm: Omnia Family Wealth, LLC, city: Aventura, state: FL, value: 994578445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170909/; rank: 70, crd: 312462, firm: Unique Wealth, LLC, city: Tampa, state: FL, value: 965627008, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312462/; rank: 71, crd: 171346, firm: Destiny Wealth Partners, LLC, city: Tavares, state: FL, value: 947288591, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171346/; rank: 72, crd: 326117, firm: Legacy Wealth Advisors, LLC, city: North Miami Beach, state: FL, value: 922775113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326117/; rank: 73, crd: 116251, firm: Rainey & Randall Wealth Advisors, Inc., city: Celebration, state: FL, value: 918192298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116251/; rank: 74, crd: 329367, firm: Tiempo Capital Partners, city: Miami, state: FL, value: 911049981, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329367/; rank: 75, crd: 317218, firm: Singer Wealth Advisors LLC, city: Boca Raton, state: FL, value: 910570734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317218/; rank: 76, crd: 168495, firm: Flaharty Asset Management, LLC, city: Clearwater, state: FL, value: 901606202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168495/; rank: 77, crd: 156345, firm: Compass Financial Management LLC, city: Tampa, state: FL, value: 893836789, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156345/; rank: 78, crd: 110819, firm: Noesis Capital Management Corp, city: Boca Raton, state: FL, value: 876873175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110819/; rank: 79, crd: 305395, firm: Storge, city: Coral Gables, state: FL, value: 866631010, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305395/; rank: 80, crd: 309997, firm: The High Net Worth Advisory Group, LLC, city: Naples, state: FL, value: 861690592, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309997/; rank: 81, crd: 324631, firm: Rossby Financial, LLC, city: Melbourne, state: FL, value: 854779566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324631/; rank: 82, crd: 290006, firm: Global Financial Private Client, city: Sarasota, state: FL, value: 828334313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290006/; rank: 83, crd: 144441, firm: Walsh & Associates, LLC, city: Sarasota, state: FL, value: 827707540, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144441/; rank: 84, crd: 106366, firm: Firestone Capital Management Inc, city: South Miami, state: FL, value: 806199930, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106366/; rank: 85, crd: 307387, firm: Hoxton Wealth, city: Orlando, state: FL, value: 803519693, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307387/; rank: 86, crd: 285880, firm: Psi Advisors, LLC, city: Tampa, state: FL, value: 800938904, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285880/; rank: 87, crd: 307618, firm: Fortress Wealth Planning, city: Jacksonville Beach, state: FL, value: 793885727, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307618/; rank: 88, crd: 105801, firm: Augustine Asset Management Inc, city: Jacksonville, state: FL, value: 783291351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105801/; rank: 89, crd: 145958, firm: Portfolio Medics, LLC, city: Bonita Springs, state: FL, value: 780459366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145958/; rank: 90, crd: 287966, firm: Benchmark Financial Wealth Advisors LLC, city: Boca Raton, state: FL, value: 766078294, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287966/; rank: 91, crd: 137277, firm: Lighthouse Financial, city: St. Petersburg, state: FL, value: 755605026, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137277/; rank: 92, crd: 331655, firm: QTR Family Wealth, LLC, city: Lake Mary, state: FL, value: 749321996, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331655/; rank: 93, crd: 326990, firm: Fiduciary Family Office, LLC, city: Boca Raton, state: FL, value: 747668854, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326990/; rank: 94, crd: 157515, firm: Dudley & Shanley, Inc., city: Palm Beach, state: FL, value: 746831687, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157515/; rank: 95, crd: 144191, firm: Bayshore Wealth Advisors, city: Coral Gables, state: FL, value: 740057030, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144191/; rank: 96, crd: 286005, firm: Global Wealth Management Investment Advisory, Inc., city: Fort Lauderdale, state: FL, value: 722818219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286005/; rank: 97, crd: 292353, firm: Materetsky Financial Group, city: Boynton Beach, state: FL, value: 720764738, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292353/; rank: 98, crd: 327015, firm: Saaga, city: Miami, state: FL, value: 717466443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327015/; rank: 99, crd: 42762, firm: Rogan & Associates, city: Safety Harbor, state: FL, value: 709555265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/42762/; rank: 100, crd: 332949, firm: Morangie Management LLC, city: Vero Beach, state: FL, value: 705963638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332949/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/florida/

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