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AdvisorIQ

Ranking, Florida

Independent RIAs with the most CFP professionals in Florida

As of October 2, 2026, Corient ranked #1 in Florida in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 280.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Corient Miami 280
2 Facet West Palm Beach 93
3 Concurrent Investment Advisors, LLC Tampa 75
4 Origin Investment Advisory LLC Sarasota 32
5 Evensky & Katz/Foldes Wealth Management Coral Gables 22
6 Csenge Advisory Group, LLC Clearwater 18
7 Provise Management Group, LLC Clearwater 16
8 Certified Advisory Corp Altamonte Springs 15
8 Good Life Advisors, LLC Celebration 15
8 Dakota Wealth, LLC Palm Beach Gardens 15
11 Sound Income Strategies, LLC Fort Lauderdale 13
12 Royal Fund Management, LLC Lady Lake 11
12 Cwa Asset Management Group Naples 11
14 Moisand Fitzgerald Tamayo, LLC Orlando 10
15 Koss-Olinger Consulting, LLC. Gainesville 9
15 Indivisible Partners Clearwater 9
17 Tobias Financial Advisors Plantation 8
17 Palisades Hudson Asset Management, L.P. Fort Lauderdale 8
19 CPS Investment Advisors Lakeland 7
19 Unique Wealth, LLC Tampa 7
21 Heritage Investment Group, Inc. Pompano Beach 6
21 Certuity, LLC North Palm Beach 6
21 Portfolio Medics, LLC Bonita Springs 6
21 Destiny Wealth Partners, LLC Tavares 6
21 Ars Wealth Advisors St. Petersburg 6
21 Moran Wealth Management, LLC Naples 6
21 Rossby Financial, LLC Melbourne 6
28 Meira Wealth Coral Gables 5
28 B&C Financial Advisors Ponte Vedra Beach 5
28 Ciccarelli Advisory Services Inc Naples 5
28 Holland Advisory Services, Inc. Ormond Beach 5
28 Highland Investment Advisors LLC Ponte Vedra 5
28 Compass Financial Management LLC Tampa 5
28 Walser Wealth Management Company, A Limited Liability Company Tampa 5
28 Fourthought Financial Partners, LLC. Venice 5
28 Destiny Family Office Tavares 5
37 Marquis Wealth Management Group Fort Myers 4
37 Uhler Vertich White Advisors Fort Myers 4
37 Turner Financial Group, Inc. Pace 4
37 Jaffe Tilchin Investment Partners, LLC Tampa 4
37 Flavin Financial Services, Inc. Melbourne 4
37 Stonebridge Financial Planning Group, LLC Orlando 4
37 Victrix Investment Advisors Stuart 4
37 Client 1st Advisory Group Dunedin 4
37 Summit Wealth Partners, LLC Orlando 4
37 Smith Bruer Tallahassee 4
37 Code Waechter LLC Tampa 4
37 Global Financial Private Client Sarasota 4
37 Atticus Wealth Management Palm Beach Gardens 4
37 Ranch Capital Advisors Inc. Sarasota 4
37 Kaufman Rossin Wealth, LLC Miami 4
37 Cyndeo Wealth Partners St. Petersburg 4
53 Professional Advisory Services Inc Vero Beach 3
53 Blue Ocean Capital West Palm Beach 3
53 Financial Guidance Group, Inc. Palm Harbor 3
53 Investment Advisory Group LLC Sarasota 3
53 Wealth Management Corporation Tallahassee 3
53 Noesis Capital Management Corp Boca Raton 3
53 Firstrust Daytona Beach 3
53 Baron Silver Stevens Financial Advisors, LLC Boca Raton 3
53 Life Planning Partners, Inc. Jacksonville 3
53 Keyes, Stange & Wooten Wealth Management, LLC Daytona Beach 3
53 The Driscoll Group, Inc. Jacksonville 3
53 Collaborative Wealth Lake Mary 3
53 Seven Hills Financial, LLC Tallahassee 3
53 Walsh & Associates, LLC Sarasota 3
53 Azzendo Wealth Advisors Coral Gables 3
53 Jackson Wealth Management, LLC Lake Mary 3
53 Paulson Wealth Management Inc. West Palm Beach 3
53 Naples Global Advisors Naples 3
53 Core Wealth Management, Inc. Jupiter 3
53 Stewardship Advisory Group, LLC Clermont 3
53 Opinicus Tampa 3
53 Sanchez Wealth Management Group, LLC Jacksonville 3
53 Camerondowning, Inc. Miami 3
53 Strivus Wealth Partners LLC Jacksonville Beach 3
53 Core Wealth Advisors, Inc. Lakeland 3
53 Element Pointe Family Office Miami 3
53 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 3
53 Slatestone Wealth LLC Jupiter 3
53 Truvestments Capital LLC Sarasota 3
53 Materetsky Financial Group Boynton Beach 3
53 Merited Wealth, LLC North Bay Village 3
53 Synergy Investment Management LLC Altamonte Springs 3
53 Tactive Advisors, LLC Sarasota 3
53 The High Net Worth Advisory Group, LLC Naples 3
53 Freedom Family Office, LLC Jupiter 3
53 Northbridge Financial Group, LLC Tampa 3
53 Instrumental Wealth, LLC Tampa 3
53 Golden Road Advisors LLC Tampa 3
53 Financial Designs Wealth Management Miami 3
53 Noble Family Wealth Clearwater 3
53 Ullmann Wealth Partners Jacksonville Beach 3
53 Entelevest, LLC Coral Gables 3
53 Alpha Zero LLC Boca Raton 3
53 Base Wealth Management Lakewood Ranch 3
53 Pruitt Richmond Wealth Management LLC Estero 3
53 55 North Private Wealth Winter Park 3
53 The Life Wealth Group Winter Garden 3
53 Coquina Private Wealth Advisors Port Charlotte 3
53 Gryphon Wealth Jacksonville 3

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

More rankings

Most CFP professionals 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.