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.
| 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
- Wealth firms with the most advisory staff, including broker-dealer firms, nationally
- RIA market data for Florida
- Largest wealth firms by assets under management, including broker-dealer firms in Florida
- Fastest-growing wealth firms over one year, including broker-dealer firms in Florida
- Fastest-growing wealth firms over three years, including broker-dealer firms in Florida
- Fastest-growing wealth firms over five years, including broker-dealer firms in Florida
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Florida
- Wealth firms with the most clients, including broker-dealer firms in Florida
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Florida
- Wealth firms with the most accounts, including broker-dealer firms in Florida
- Wealth firms with the most high net worth clients, including broker-dealer firms in Florida
- Wealth firms with the most CFP professionals, including broker-dealer firms in Florida
- Newest wealth firms, including broker-dealer firms in Florida
Most advisory staff by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.