# Independent RIAs with the most clients in Florida

As of October 2, 2026, Interest Financial, LLC ranked #1 in Florida in AdvisorIQ's ranking of independent RIAs with the most clients, with 134,650.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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: 100
- rows: rank: 1, crd: 300418, firm: Interest Financial, LLC, city: Tampa, state: FL, value: 134650, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300418/; rank: 2, crd: 319448, firm: Corient, city: Miami, state: FL, value: 27092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 3, crd: 173272, firm: Sound Income Strategies, LLC, city: Fort Lauderdale, state: FL, value: 24814, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173272/; rank: 4, crd: 171898, firm: Good Life Advisors, LLC, city: Celebration, state: FL, value: 22596, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171898/; rank: 5, crd: 340206, firm: Gravitalix Financial, city: Coral Springs, state: FL, value: 19218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340206/; rank: 6, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 17262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 7, crd: 305353, firm: Origin Investment Advisory LLC, city: Sarasota, state: FL, value: 13812, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305353/; rank: 8, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 13277, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 9, crd: 131167, firm: Csenge Advisory Group, LLC, city: Clearwater, state: FL, value: 7199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131167/; rank: 10, crd: 334132, firm: Moola Copilot LLC, city: Naples, state: FL, value: 5512, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334132/; rank: 11, crd: 144434, firm: Royal Fund Management, LLC, city: Lady Lake, state: FL, value: 4989, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144434/; rank: 12, crd: 157973, firm: Xendia Wealth LLC, city: Miami, state: FL, value: 4810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157973/; rank: 13, crd: 324631, firm: Rossby Financial, LLC, city: Melbourne, state: FL, value: 3980, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324631/; rank: 14, crd: 158940, firm: Cwa Asset Management Group, city: Naples, state: FL, value: 3951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158940/; rank: 15, crd: 297987, firm: Dakota Wealth, LLC, city: Palm Beach Gardens, state: FL, value: 3764, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297987/; rank: 16, crd: 110904, firm: Ciccarelli Advisory Services Inc, city: Naples, state: FL, value: 3553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110904/; rank: 17, crd: 104914, firm: CPS Investment Advisors, city: Lakeland, state: FL, value: 3377, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104914/; rank: 18, crd: 282409, firm: Guerra Wealth Advisors, city: Miami, state: FL, value: 3007, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282409/; rank: 19, crd: 145958, firm: Portfolio Medics, LLC, city: Bonita Springs, state: FL, value: 2929, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145958/; rank: 20, crd: 120990, firm: Certified Advisory Corp, city: Altamonte Springs, state: FL, value: 2617, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120990/; rank: 21, crd: 154136, firm: Fmsa, city: Delray Beach, state: FL, value: 2555, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154136/; rank: 22, crd: 305961, firm: Synergy Investment Management LLC, city: Altamonte Springs, state: FL, value: 2516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305961/; rank: 23, crd: 156345, firm: Compass Financial Management LLC, city: Tampa, state: FL, value: 2228, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156345/; rank: 24, crd: 143608, firm: Jaffe Tilchin Investment Partners, LLC, city: Tampa, state: FL, value: 1950, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143608/; rank: 25, crd: 285880, firm: Psi Advisors, LLC, city: Tampa, state: FL, value: 1745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285880/; rank: 26, crd: 319208, firm: Moran Wealth Management, LLC, city: Naples, state: FL, value: 1699, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319208/; rank: 27, crd: 286005, firm: Global Wealth Management Investment Advisory, Inc., city: Fort Lauderdale, state: FL, value: 1667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286005/; rank: 28, crd: 109576, firm: Wealth Management Corporation, city: Tallahassee, state: FL, value: 1641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109576/; rank: 29, crd: 309311, firm: Tactive Advisors, LLC, city: Sarasota, state: FL, value: 1568, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309311/; rank: 30, crd: 109445, firm: Investment Advisory Group LLC, city: Sarasota, state: FL, value: 1542, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109445/; rank: 31, crd: 282059, firm: 3EDGE Asset Management, LP, city: Naples, state: FL, value: 1539, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282059/; rank: 32, crd: 333615, firm: Coquina Private Wealth Advisors, city: Port Charlotte, state: FL, value: 1527, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333615/; rank: 33, crd: 42762, firm: Rogan & Associates, city: Safety Harbor, state: FL, value: 1483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/42762/; rank: 34, crd: 160108, firm: Alternative Investment Advisors, LLC, city: Maitland, state: FL, value: 1424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160108/; rank: 35, crd: 307387, firm: Hoxton Wealth, city: Orlando, state: FL, value: 1378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307387/; rank: 36, crd: 327350, firm: Spirepoint Private Client, LLC, city: Vero Beach, state: FL, value: 1376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327350/; rank: 37, crd: 326810, firm: Covingtonalsina, city: Jacksonville, state: FL, value: 1368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326810/; rank: 38, crd: 144441, firm: Walsh & Associates, LLC, city: Sarasota, state: FL, value: 1324, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144441/; rank: 39, crd: 291297, firm: Truvestments Capital LLC, city: Sarasota, state: FL, value: 1317, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291297/; rank: 40, crd: 331681, firm: MFP Financial Services, LLC, city: Safety Harbor, state: FL, value: 1287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331681/; rank: 41, crd: 169997, firm: Parady Wealth Management, city: The Villages, state: FL, value: 1282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169997/; rank: 42, crd: 156856, firm: Maggi Investment Services, LLC, city: Oldmar, state: FL, value: 1279, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156856/; rank: 43, crd: 141883, firm: Markowski Investments, city: Tampa, state: FL, value: 1275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141883/; rank: 44, crd: 105375, firm: Provise Management Group, LLC, city: Clearwater, state: FL, value: 1237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105375/; rank: 45, crd: 307781, firm: Cyndeo Wealth Partners, city: St. Petersburg, state: FL, value: 1225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307781/; rank: 46, crd: 166958, firm: Aragon Capital LLC, city: Fort Lauderdale, state: FL, value: 1209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166958/; rank: 47, crd: 109698, firm: Evensky & Katz/Foldes Wealth Management, city: Coral Gables, state: FL, value: 1188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109698/; rank: 48, crd: 168495, firm: Flaharty Asset Management, LLC, city: Clearwater, state: FL, value: 1130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168495/; rank: 49, crd: 126877, firm: Allgen Financial Advisors, Inc., city: Orlando, state: FL, value: 1097, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126877/; rank: 50, crd: 314882, firm: Ars Wealth Advisors, city: St. Petersburg, state: FL, value: 1071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314882/; rank: 51, crd: 109419, firm: Moisand Fitzgerald Tamayo, LLC, city: Orlando, state: FL, value: 1037, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109419/; rank: 52, crd: 309312, firm: Jacksonville Wealth Management, city: Jacksonville, state: FL, value: 1034, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309312/; rank: 53, crd: 332883, firm: Intellus Advisors, LLC, city: Naples, state: FL, value: 1033, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332883/; rank: 54, crd: 316843, firm: Compass Financial Advisory Services, LLC, city: Ormond Beach, state: FL, value: 1031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316843/; rank: 55, crd: 151058, firm: Montello Wealth Management, Inc., city: Palm Beach Gardens, state: FL, value: 1004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151058/; rank: 55, crd: 323060, firm: Fourthought Financial Partners, LLC., city: Venice, state: FL, value: 1004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323060/; rank: 57, crd: 323321, firm: Clarity Financial Advisors LLC, city: St. Petersburg, state: FL, value: 992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323321/; rank: 58, crd: 171346, firm: Destiny Wealth Partners, LLC, city: Tavares, state: FL, value: 967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171346/; rank: 59, crd: 312063, firm: Aspire Growth Partners LLC, city: Miromar Lakes, state: FL, value: 958, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312063/; rank: 60, crd: 282301, firm: PFG Private Wealth Management, LLC, city: Lutz, state: FL, value: 956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282301/; rank: 61, crd: 317218, firm: Singer Wealth Advisors LLC, city: Boca Raton, state: FL, value: 953, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317218/; rank: 62, crd: 327105, firm: Oxenfree Financial, city: Melbourne, state: FL, value: 952, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327105/; rank: 63, crd: 291380, firm: Blackston Financial Advisory Group, LLC, city: The Villages, state: FL, value: 947, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291380/; rank: 64, crd: 142106, firm: Collaborative Wealth, city: Lake Mary, state: FL, value: 944, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142106/; rank: 65, crd: 319561, firm: Oxford Wealth Group, LLC, city: Orlando, state: FL, value: 915, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319561/; rank: 66, crd: 308286, firm: Chiron Capital Management, LLC, city: Tallahassee, state: FL, value: 912, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308286/; rank: 67, crd: 319371, firm: Daba Advisors LLC, city: Miami, state: FL, value: 908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319371/; rank: 68, crd: 113204, firm: Heritage Investment Group, Inc., city: Pompano Beach, state: FL, value: 906, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113204/; rank: 69, crd: 147642, firm: Jackson Wealth Management, LLC, city: Lake Mary, state: FL, value: 900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147642/; rank: 70, crd: 168674, firm: Ibex Wealth Advisors, LLC, city: West Palm Beach, state: FL, value: 892, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168674/; rank: 71, crd: 159217, firm: Pento Portfolio Strategies, LLC, city: Naples, state: FL, value: 874, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159217/; rank: 72, crd: 108289, firm: Suncoast Equity Management, LLC, city: Tampa, state: FL, value: 870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108289/; rank: 73, crd: 321991, firm: Base Wealth Management, city: Lakewood Ranch, state: FL, value: 862, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321991/; rank: 74, crd: 283781, firm: Plan Confidence Corporation, city: Sarasota, state: FL, value: 859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283781/; rank: 75, crd: 174901, firm: Wealthtrust Asset Management, LLC, city: Destin, state: FL, value: 856, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174901/; rank: 76, crd: 108530, firm: American Financial Advisors Inc, city: Winter Park, state: FL, value: 855, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108530/; rank: 77, crd: 164784, firm: Cramer & Rauchegger, Inc., city: Maitland, state: FL, value: 850, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164784/; rank: 78, crd: 312462, firm: Unique Wealth, LLC, city: Tampa, state: FL, value: 847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312462/; rank: 79, crd: 108058, firm: J. L. Bainbridge & Co., Inc., city: Sarasota, state: FL, value: 839, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108058/; rank: 80, crd: 166585, firm: Darwin Wealth Management, city: Tampa, state: FL, value: 835, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166585/; rank: 81, crd: 292353, firm: Materetsky Financial Group, city: Boynton Beach, state: FL, value: 830, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292353/; rank: 82, crd: 304409, firm: Sterling Bridge Financial Group LLC, city: Palm Harbor, state: FL, value: 827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304409/; rank: 83, crd: 283648, firm: Summit Wealth Partners, LLC, city: Orlando, state: FL, value: 800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283648/; rank: 84, crd: 127684, firm: Smith Asset Management Co., LLC, city: Chiefland, state: FL, value: 776, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127684/; rank: 85, crd: 187519, firm: Sandy Morris Financial & Estate Planning Services, LLC, city: Tampa, state: FL, value: 767, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/187519/; rank: 86, crd: 285560, firm: MOTIV8 Investments LLC, city: Port St Lucie, state: FL, value: 761, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285560/; rank: 87, crd: 322265, firm: Amerity Wealth Management, LLC, city: Lakeland, state: FL, value: 757, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322265/; rank: 88, crd: 326421, firm: The Holland Group, Retirement Wealth Advisors, LLC, city: Clearwater, state: FL, value: 755, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326421/; rank: 89, crd: 298413, firm: Barlas O'Reilly Wealth Management, LLC, city: Tarpon Springs, state: FL, value: 740, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298413/; rank: 90, crd: 310581, firm: Skyview Financial Group, LLC, city: Ponte Vedra Beach, state: FL, value: 724, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310581/; rank: 90, crd: 323361, firm: Palm Wealth Partners, city: Boca Raton, state: FL, value: 724, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323361/; rank: 92, crd: 304104, firm: Schorn Wealth, city: Englewood, state: FL, value: 721, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304104/; rank: 93, crd: 285966, firm: Img Wealth Management, Inc., city: Jacksonville, state: FL, value: 710, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285966/; rank: 94, crd: 331860, firm: Premier Private Wealth Management, LLC, city: Palm Harbor, state: FL, value: 700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331860/; rank: 95, crd: 339969, firm: Gryphon Wealth, city: Jacksonville, state: FL, value: 695, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339969/; rank: 96, crd: 304586, firm: Api Financial Advisors, LLC, city: Rockledge, state: FL, value: 691, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304586/; rank: 97, crd: 111855, firm: Koss-Olinger Consulting, LLC., city: Gainesville, state: FL, value: 686, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111855/; rank: 98, crd: 332431, firm: Indivisible Partners, city: Clearwater, state: FL, value: 680, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332431/; rank: 99, crd: 206518, firm: Walser Wealth Management Company, A Limited Liability Company, city: Tampa, state: FL, value: 677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/206518/; rank: 100, crd: 323365, firm: Virtus Financial Partners, city: Winter Park, state: FL, value: 675, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323365/

## 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 clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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-clients/florida/

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