IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Florida

Wealth firms with the most advisory staff, including broker-dealer firms in Florida

As of October 2, 2026, Raymond James Financial Services Advisors, Inc ranked #1 in Florida in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 6,024.

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

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Wealth firms with the most advisory staff, including broker-dealer firms in Florida
Rank Firm City Most advisory staff
1 Raymond James Financial Services Advisors, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Petersburg 6,024
2 Raymond James & Associates, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Petersburg 5,683
3 Florida Financial Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Tampa 667
4 Corient Miami 620
5 J. W. Cole Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Tampa 468
6 GWN Securities Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Palm Beach Gardens 448
7 Sanctuary Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 396
8 Money Concepts Advisory Service Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Palm Beach Gardens 375
9 Independent Financial Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Tampa 302
10 Kovack Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Fort Lauderdale 300
11 Calton & Associates, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Tampa 221
12 Concurrent Investment Advisors, LLC Tampa 160
13 Sound Income Strategies, LLC Fort Lauderdale 134
14 International Assets Investment Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Orlando 113
15 Gladstone Wealth Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Palm Beach Gardens 104
16 Good Life Advisors, LLC Celebration 88
17 Royal Fund Management, LLC Lady Lake 83
18 Facet West Palm Beach 77
19 Portfolio Medics, LLC Bonita Springs 75
20 NFSG Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Boca Raton 74
21 Csenge Advisory Group, LLC Clearwater 67
22 Blackridge Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Jupiter 66
23 Dakota Wealth, LLC Palm Beach Gardens 61
24 Exodus Wealth, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Fort Lauderdale 51
25 Accurate Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Wesley Chapel 47
26 Origin Investment Advisory LLC Sarasota 40
26 Moran Wealth Management, LLC Naples 40
28 G. A. Repple & Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Casselberry 39
28 Bbva Global Wealth Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 39
30 Jaffe Tilchin Investment Partners, LLC Tampa 36
30 Elevate Financial Planning and Wealth Management St. Petersburg 36
32 We Family Offices Coral Gables 35
32 Cwa Asset Management Group Naples 35
34 Hoxton Wealth Orlando 34
35 Compass Financial Management LLC Tampa 31
35 Lri Investments Palm Beach Gardens 31
37 Mora Capital Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 29
38 DMK Advisor Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Lutz 28
38 Blacktower Financial Management (US) LLC Orlando 28
40 Cyndeo Wealth Partners St. Petersburg 27
41 Global Assets Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Orlando 25
42 CV Advisors LLC Aventura 23
42 A&M Private Wealth Partners, LLC West Palm Beach 23
44 Amerant Investments, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Coral Gables 22
45 CPS Investment Advisors Lakeland 21
45 Bulltick Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 21
47 Certified Advisory Corp Altamonte Springs 20
47 Provenance Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Fort Lauderdale 20
47 Fmsa Delray Beach 20
47 Fourthought Financial Partners, LLC. Venice 20
51 Epic Advisory Services Corp Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Boca Raton 19
51 Slatestone Wealth LLC Jupiter 19
53 Dominion Portfolio Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Tampa 18
53 Cumberland Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Sarasota 18
53 Gentrust Miami 18
53 Singer Wealth Advisors LLC Boca Raton 18
57 Associated Investor Services, Inc. Fort Lauderdale 17
58 Provise Management Group, LLC Clearwater 16
58 Synergy Investment Management LLC Altamonte Springs 16
58 Ars Wealth Advisors St. Petersburg 16
58 Amerity Wealth Management, LLC Lakeland 16
62 Koss-Olinger Consulting, LLC. Gainesville 15
62 Certuity, LLC North Palm Beach 15
62 Portfolio Resources Advisor Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Coral Gables 15
62 Stonex International Advisors Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 15
62 Truvestments Capital LLC Sarasota 15
67 Palisades Hudson Asset Management, L.P. Fort Lauderdale 14
67 Agw Capital Advisors Tampa 14
67 Creand Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 14
67 Walser Wealth Management Company, A Limited Liability Company Tampa 14
67 Tactive Advisors, LLC Sarasota 14
72 Ciccarelli Advisory Services Inc Naples 13
72 Allgen Financial Advisors, Inc. Orlando 13
72 Api Financial Advisors, LLC Rockledge 13
72 Indivisible Partners Clearwater 13
76 Amuni Financial, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Petersburg 12
76 Heritage Investment Group, Inc. Pompano Beach 12
76 Acp Capital Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 12
76 Activest Wealth Management, LLC Aventura 12
76 3EDGE Asset Management, LP Naples 12
76 Summit Wealth Partners, LLC Orlando 12
76 Psi Advisors, LLC Tampa 12
76 Unique Wealth, LLC Tampa 12
76 Fidelis Capital Tampa 12
85 Moisand Fitzgerald Tamayo, LLC Orlando 11
85 Markowski Investments Tampa 11
85 Naples Global Advisors Naples 11
85 Alternative Investment Advisors, LLC Maitland 11
85 Destiny Wealth Partners, LLC Tavares 11
85 Core Wealth Advisors, Inc. Lakeland 11
85 Proxy Wealth Advisors LLC Windermere 11
92 McDermott Investment Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Naples 10
92 Banco Do Brasil Securities LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 10
92 Holland Advisory Services, Inc. Ormond Beach 10
92 Highland Investment Advisors LLC Ponte Vedra 10
92 Andbanc Advisory LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Miami 10
92 MOTIV8 Investments LLC Port St Lucie 10
92 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 10
92 Alpha Zero LLC Boca Raton 10
92 Naples Wealth Planning Bonita Springs 10

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

More rankings

Most advisory staff 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.