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AdvisorIQ

Ranking, Florida

Wealth firms with the most CFP professionals, 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 CFP professionals, including broker-dealer firms, with 1,244.

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

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 Raymond James Financial Services Advisors, Inc Broker-dealer affiliated St. Petersburg 1,244
2 Raymond James & Associates, Inc. Broker-dealer affiliated St. Petersburg 552
3 Corient Miami 280
4 Facet West Palm Beach 93
5 J. W. Cole Advisors, Inc. Broker-dealer affiliated Tampa 87
6 Concurrent Investment Advisors, LLC Tampa 75
7 Independent Financial Partners Broker-dealer affiliated Tampa 73
8 GWN Securities Inc. Broker-dealer affiliated Palm Beach Gardens 62
9 Sanctuary Advisors, LLC Broker-dealer affiliated Miami 57
10 Money Concepts Advisory Service Broker-dealer affiliated Palm Beach Gardens 54
11 Kovack Advisors, Inc. Broker-dealer affiliated Fort Lauderdale 40
12 Origin Investment Advisory LLC Sarasota 32
13 Evensky & Katz/Foldes Wealth Management Coral Gables 22
14 Csenge Advisory Group, LLC Clearwater 18
14 Gladstone Wealth Partners Broker-dealer affiliated Palm Beach Gardens 18
16 Provise Management Group, LLC Clearwater 16
17 Certified Advisory Corp Altamonte Springs 15
17 Good Life Advisors, LLC Celebration 15
17 Dakota Wealth, LLC Palm Beach Gardens 15
20 Calton & Associates, Inc. Broker-dealer affiliated Tampa 13
20 Sound Income Strategies, LLC Fort Lauderdale 13
22 Royal Fund Management, LLC Lady Lake 11
22 Cwa Asset Management Group Naples 11
24 Moisand Fitzgerald Tamayo, LLC Orlando 10
24 Accurate Wealth Management, LLC Broker-dealer affiliated Wesley Chapel 10
26 Koss-Olinger Consulting, LLC. Gainesville 9
26 International Assets Investment Management, LLC Broker-dealer affiliated Orlando 9
26 Indivisible Partners Clearwater 9
29 Tobias Financial Advisors Plantation 8
29 Palisades Hudson Asset Management, L.P. Fort Lauderdale 8
31 CPS Investment Advisors Lakeland 7
31 Unique Wealth, LLC Tampa 7
33 G. A. Repple & Company Broker-dealer affiliated Casselberry 6
33 Heritage Investment Group, Inc. Pompano Beach 6
33 Certuity, LLC North Palm Beach 6
33 Portfolio Medics, LLC Bonita Springs 6
33 Destiny Wealth Partners, LLC Tavares 6
33 Blackridge Asset Management, LLC Broker-dealer affiliated Jupiter 6
33 Ars Wealth Advisors St. Petersburg 6
33 Moran Wealth Management, LLC Naples 6
33 Rossby Financial, LLC Melbourne 6
42 Meira Wealth Coral Gables 5
42 B&C Financial Advisors Ponte Vedra Beach 5
42 Ciccarelli Advisory Services Inc Naples 5
42 Holland Advisory Services, Inc. Ormond Beach 5
42 Highland Investment Advisors LLC Ponte Vedra 5
42 Compass Financial Management LLC Tampa 5
42 Exodus Wealth, LLC Broker-dealer affiliated Fort Lauderdale 5
42 Walser Wealth Management Company, A Limited Liability Company Tampa 5
42 Fourthought Financial Partners, LLC. Venice 5
42 Destiny Family Office Tavares 5
52 Marquis Wealth Management Group Fort Myers 4
52 Uhler Vertich White Advisors Fort Myers 4
52 NFSG Corporation Broker-dealer affiliated Boca Raton 4
52 Turner Financial Group, Inc. Pace 4
52 Jaffe Tilchin Investment Partners, LLC Tampa 4
52 Flavin Financial Services, Inc. Melbourne 4
52 Stonebridge Financial Planning Group, LLC Orlando 4
52 Victrix Investment Advisors Stuart 4
52 Client 1st Advisory Group Dunedin 4
52 Summit Wealth Partners, LLC Orlando 4
52 Smith Bruer Tallahassee 4
52 Code Waechter LLC Tampa 4
52 Global Financial Private Client Sarasota 4
52 Atticus Wealth Management Palm Beach Gardens 4
52 Ranch Capital Advisors Inc. Sarasota 4
52 Kaufman Rossin Wealth, LLC Miami 4
52 Cyndeo Wealth Partners St. Petersburg 4
69 Professional Advisory Services Inc Vero Beach 3
69 Blue Ocean Capital West Palm Beach 3
69 Financial Guidance Group, Inc. Palm Harbor 3
69 Investment Advisory Group LLC Sarasota 3
69 Wealth Management Corporation Tallahassee 3
69 Noesis Capital Management Corp Boca Raton 3
69 Firstrust Daytona Beach 3
69 Provenance Wealth Advisors Broker-dealer affiliated Fort Lauderdale 3
69 Baron Silver Stevens Financial Advisors, LLC Boca Raton 3
69 Life Planning Partners, Inc. Jacksonville 3
69 Keyes, Stange & Wooten Wealth Management, LLC Daytona Beach 3
69 The Driscoll Group, Inc. Jacksonville 3
69 Collaborative Wealth Lake Mary 3
69 Seven Hills Financial, LLC Tallahassee 3
69 Walsh & Associates, LLC Sarasota 3
69 Azzendo Wealth Advisors Coral Gables 3
69 Jackson Wealth Management, LLC Lake Mary 3
69 Paulson Wealth Management Inc. West Palm Beach 3
69 Naples Global Advisors Naples 3
69 Core Wealth Management, Inc. Jupiter 3
69 Stewardship Advisory Group, LLC Clermont 3
69 Opinicus Tampa 3
69 Sanchez Wealth Management Group, LLC Jacksonville 3
69 Camerondowning, Inc. Miami 3
69 Strivus Wealth Partners LLC Jacksonville Beach 3
69 Core Wealth Advisors, Inc. Lakeland 3
69 Element Pointe Family Office Miami 3
69 Global Wealth Management Investment Advisory, Inc. Fort Lauderdale 3
69 Slatestone Wealth LLC Jupiter 3
69 Truvestments Capital LLC Sarasota 3
69 Materetsky Financial Group Boynton Beach 3
69 Merited Wealth, LLC North Bay Village 3
69 Synergy Investment Management LLC Altamonte Springs 3
69 Tactive Advisors, LLC Sarasota 3
69 The High Net Worth Advisory Group, LLC Naples 3
69 Freedom Family Office, LLC Jupiter 3
69 Northbridge Financial Group, LLC Tampa 3
69 Instrumental Wealth, LLC Tampa 3
69 Golden Road Advisors LLC Tampa 3
69 Financial Designs Wealth Management Miami 3
69 Noble Family Wealth Clearwater 3
69 Ullmann Wealth Partners Jacksonville Beach 3
69 Entelevest, LLC Coral Gables 3
69 Alpha Zero LLC Boca Raton 3
69 Base Wealth Management Lakewood Ranch 3
69 Pruitt Richmond Wealth Management LLC Estero 3
69 55 North Private Wealth Winter Park 3
69 The Life Wealth Group Winter Garden 3
69 Coquina Private Wealth Advisors Port Charlotte 3
69 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.