# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Florida
- firms_listed: 101
- rows: rank: 1, crd: 319448, firm: Corient, city: Miami, state: FL, value: 280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 2, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 3, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 4, crd: 305353, firm: Origin Investment Advisory LLC, city: Sarasota, state: FL, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305353/; rank: 5, crd: 109698, firm: Evensky & Katz/Foldes Wealth Management, city: Coral Gables, state: FL, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109698/; rank: 6, crd: 131167, firm: Csenge Advisory Group, LLC, city: Clearwater, state: FL, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131167/; rank: 7, crd: 105375, firm: Provise Management Group, LLC, city: Clearwater, state: FL, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105375/; rank: 8, crd: 120990, firm: Certified Advisory Corp, city: Altamonte Springs, state: FL, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120990/; rank: 8, crd: 171898, firm: Good Life Advisors, LLC, city: Celebration, state: FL, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171898/; rank: 8, crd: 297987, firm: Dakota Wealth, LLC, city: Palm Beach Gardens, state: FL, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297987/; rank: 11, crd: 173272, firm: Sound Income Strategies, LLC, city: Fort Lauderdale, state: FL, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173272/; rank: 12, crd: 144434, firm: Royal Fund Management, LLC, city: Lady Lake, state: FL, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144434/; rank: 12, crd: 158940, firm: Cwa Asset Management Group, city: Naples, state: FL, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158940/; rank: 14, crd: 109419, firm: Moisand Fitzgerald Tamayo, LLC, city: Orlando, state: FL, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109419/; rank: 15, crd: 111855, firm: Koss-Olinger Consulting, LLC., city: Gainesville, state: FL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111855/; rank: 15, crd: 332431, firm: Indivisible Partners, city: Clearwater, state: FL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332431/; rank: 17, crd: 104711, firm: Tobias Financial Advisors, city: Plantation, state: FL, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104711/; rank: 17, crd: 109134, firm: Palisades Hudson Asset Management, L.P., city: Fort Lauderdale, state: FL, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109134/; rank: 19, crd: 104914, firm: CPS Investment Advisors, city: Lakeland, state: FL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104914/; rank: 19, crd: 312462, firm: Unique Wealth, LLC, city: Tampa, state: FL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312462/; rank: 21, crd: 113204, firm: Heritage Investment Group, Inc., city: Pompano Beach, state: FL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113204/; rank: 21, crd: 129505, firm: Certuity, LLC, city: North Palm Beach, state: FL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129505/; rank: 21, crd: 145958, firm: Portfolio Medics, LLC, city: Bonita Springs, state: FL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145958/; rank: 21, crd: 171346, firm: Destiny Wealth Partners, LLC, city: Tavares, state: FL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171346/; rank: 21, crd: 314882, firm: Ars Wealth Advisors, city: St. Petersburg, state: FL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314882/; rank: 21, crd: 319208, firm: Moran Wealth Management, LLC, city: Naples, state: FL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319208/; rank: 21, crd: 324631, firm: Rossby Financial, LLC, city: Melbourne, state: FL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324631/; rank: 28, crd: 108648, firm: Meira Wealth, city: Coral Gables, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108648/; rank: 28, crd: 110295, firm: B&C Financial Advisors, city: Ponte Vedra Beach, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110295/; rank: 28, crd: 110904, firm: Ciccarelli Advisory Services Inc, city: Naples, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110904/; rank: 28, crd: 136302, firm: Holland Advisory Services, Inc., city: Ormond Beach, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136302/; rank: 28, crd: 141694, firm: Highland Investment Advisors LLC, city: Ponte Vedra, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141694/; rank: 28, crd: 156345, firm: Compass Financial Management LLC, city: Tampa, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156345/; rank: 28, crd: 206518, firm: Walser Wealth Management Company, A Limited Liability Company, city: Tampa, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/206518/; rank: 28, crd: 323060, firm: Fourthought Financial Partners, LLC., city: Venice, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323060/; rank: 28, crd: 338015, firm: Destiny Family Office, city: Tavares, state: FL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338015/; rank: 37, crd: 116604, firm: Marquis Wealth Management Group, city: Fort Myers, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116604/; rank: 37, crd: 130716, firm: Uhler Vertich White Advisors, city: Fort Myers, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130716/; rank: 37, crd: 134204, firm: Turner Financial Group, Inc., city: Pace, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134204/; rank: 37, crd: 143608, firm: Jaffe Tilchin Investment Partners, LLC, city: Tampa, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143608/; rank: 37, crd: 144473, firm: Flavin Financial Services, Inc., city: Melbourne, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144473/; rank: 37, crd: 154616, firm: Stonebridge Financial Planning Group, LLC, city: Orlando, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154616/; rank: 37, crd: 167517, firm: Victrix Investment Advisors, city: Stuart, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167517/; rank: 37, crd: 167790, firm: Client 1st Advisory Group, city: Dunedin, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167790/; rank: 37, crd: 283648, firm: Summit Wealth Partners, LLC, city: Orlando, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283648/; rank: 37, crd: 284508, firm: Smith Bruer, city: Tallahassee, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284508/; rank: 37, crd: 289372, firm: Code Waechter LLC, city: Tampa, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289372/; rank: 37, crd: 290006, firm: Global Financial Private Client, city: Sarasota, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290006/; rank: 37, crd: 296949, firm: Atticus Wealth Management, city: Palm Beach Gardens, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296949/; rank: 37, crd: 300966, firm: Ranch Capital Advisors Inc., city: Sarasota, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300966/; rank: 37, crd: 301921, firm: Kaufman Rossin Wealth, LLC, city: Miami, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301921/; rank: 37, crd: 307781, firm: Cyndeo Wealth Partners, city: St. Petersburg, state: FL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307781/; rank: 53, crd: 105397, firm: Professional Advisory Services Inc, city: Vero Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105397/; rank: 53, crd: 107833, firm: Blue Ocean Capital, city: West Palm Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107833/; rank: 53, crd: 108799, firm: Financial Guidance Group, Inc., city: Palm Harbor, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108799/; rank: 53, crd: 109445, firm: Investment Advisory Group LLC, city: Sarasota, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109445/; rank: 53, crd: 109576, firm: Wealth Management Corporation, city: Tallahassee, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109576/; rank: 53, crd: 110819, firm: Noesis Capital Management Corp, city: Boca Raton, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110819/; rank: 53, crd: 111800, firm: Firstrust, city: Daytona Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111800/; rank: 53, crd: 126767, firm: Baron Silver Stevens Financial Advisors, LLC, city: Boca Raton, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126767/; rank: 53, crd: 129338, firm: Life Planning Partners, Inc., city: Jacksonville, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129338/; rank: 53, crd: 139806, firm: Keyes, Stange & Wooten Wealth Management, LLC, city: Daytona Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139806/; rank: 53, crd: 141102, firm: The Driscoll Group, Inc., city: Jacksonville, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141102/; rank: 53, crd: 142106, firm: Collaborative Wealth, city: Lake Mary, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142106/; rank: 53, crd: 143190, firm: Seven Hills Financial, LLC, city: Tallahassee, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143190/; rank: 53, crd: 144441, firm: Walsh & Associates, LLC, city: Sarasota, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144441/; rank: 53, crd: 145919, firm: Azzendo Wealth Advisors, city: Coral Gables, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145919/; rank: 53, crd: 147642, firm: Jackson Wealth Management, LLC, city: Lake Mary, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147642/; rank: 53, crd: 150374, firm: Paulson Wealth Management Inc., city: West Palm Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150374/; rank: 53, crd: 158544, firm: Naples Global Advisors, city: Naples, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158544/; rank: 53, crd: 162870, firm: Core Wealth Management, Inc., city: Jupiter, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162870/; rank: 53, crd: 165710, firm: Stewardship Advisory Group, LLC, city: Clermont, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165710/; rank: 53, crd: 168344, firm: Opinicus, city: Tampa, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168344/; rank: 53, crd: 169274, firm: Sanchez Wealth Management Group, LLC, city: Jacksonville, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169274/; rank: 53, crd: 172258, firm: Camerondowning, Inc., city: Miami, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172258/; rank: 53, crd: 173580, firm: Strivus Wealth Partners LLC, city: Jacksonville Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173580/; rank: 53, crd: 174386, firm: Core Wealth Advisors, Inc., city: Lakeland, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174386/; rank: 53, crd: 282750, firm: Element Pointe Family Office, city: Miami, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282750/; rank: 53, crd: 286005, firm: Global Wealth Management Investment Advisory, Inc., city: Fort Lauderdale, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286005/; rank: 53, crd: 286669, firm: Slatestone Wealth LLC, city: Jupiter, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286669/; rank: 53, crd: 291297, firm: Truvestments Capital LLC, city: Sarasota, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291297/; rank: 53, crd: 292353, firm: Materetsky Financial Group, city: Boynton Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292353/; rank: 53, crd: 299549, firm: Merited Wealth, LLC, city: North Bay Village, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299549/; rank: 53, crd: 305961, firm: Synergy Investment Management LLC, city: Altamonte Springs, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305961/; rank: 53, crd: 309311, firm: Tactive Advisors, LLC, city: Sarasota, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309311/; rank: 53, crd: 309997, firm: The High Net Worth Advisory Group, LLC, city: Naples, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309997/; rank: 53, crd: 310275, firm: Freedom Family Office, LLC, city: Jupiter, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310275/; rank: 53, crd: 310394, firm: Northbridge Financial Group, LLC, city: Tampa, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310394/; rank: 53, crd: 310788, firm: Instrumental Wealth, LLC, city: Tampa, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310788/; rank: 53, crd: 314077, firm: Golden Road Advisors LLC, city: Tampa, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314077/; rank: 53, crd: 314520, firm: Financial Designs Wealth Management, city: Miami, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314520/; rank: 53, crd: 315152, firm: Noble Family Wealth, city: Clearwater, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315152/; rank: 53, crd: 316697, firm: Ullmann Wealth Partners, city: Jacksonville Beach, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316697/; rank: 53, crd: 318115, firm: Entelevest, LLC, city: Coral Gables, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318115/; rank: 53, crd: 319050, firm: Alpha Zero LLC, city: Boca Raton, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319050/; rank: 53, crd: 321991, firm: Base Wealth Management, city: Lakewood Ranch, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321991/; rank: 53, crd: 324967, firm: Pruitt Richmond Wealth Management LLC, city: Estero, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324967/; rank: 53, crd: 325325, firm: 55 North Private Wealth, city: Winter Park, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325325/; rank: 53, crd: 332978, firm: The Life Wealth Group, city: Winter Garden, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332978/; rank: 53, crd: 333615, firm: Coquina Private Wealth Advisors, city: Port Charlotte, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333615/; rank: 53, crd: 339969, firm: Gryphon Wealth, city: Jacksonville, state: FL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339969/

## 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

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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/most-cfp-professionals/florida/

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