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AdvisorIQ

Ranking, Florida

Independent RIAs with the most high net worth clients in Florida

As of October 2, 2026, Corient ranked #1 in Florida in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 19,571.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Corient Miami 19,571
2 Concurrent Investment Advisors, LLC Tampa 3,009
3 Facet West Palm Beach 2,928
4 Dakota Wealth, LLC Palm Beach Gardens 1,287
5 Certified Advisory Corp Altamonte Springs 1,001
6 Moran Wealth Management, LLC Naples 981
7 Spirepoint Private Client, LLC Vero Beach 930
8 Cwa Asset Management Group Naples 923
9 Csenge Advisory Group, LLC Clearwater 831
10 Good Life Advisors, LLC Celebration 789
11 Synergy Investment Management LLC Altamonte Springs 784
12 Pento Portfolio Strategies, LLC Naples 766
13 Evensky & Katz/Foldes Wealth Management Coral Gables 763
14 Coquina Private Wealth Advisors Port Charlotte 651
15 CPS Investment Advisors Lakeland 647
16 Provise Management Group, LLC Clearwater 626
17 Cyndeo Wealth Partners St. Petersburg 575
18 Timucuan Asset Management Inc Jacksonville 573
19 Psi Advisors, LLC Tampa 563
20 Flaharty Asset Management, LLC Clearwater 556
21 Ciccarelli Advisory Services Inc Naples 546
22 Jacksonville Wealth Management Jacksonville 517
23 Guerra Wealth Advisors Miami 507
24 Walsh & Associates, LLC Sarasota 487
25 HD Money, Inc. Sarasota 484
26 Sound Income Strategies, LLC Fort Lauderdale 473
27 Ars Wealth Advisors St. Petersburg 459
28 Core Wealth Advisors, Inc. Lakeland 447
29 Heritage Investment Group, Inc. Pompano Beach 444
30 Baron Silver Stevens Financial Advisors, LLC Boca Raton 438
31 Hoxton Wealth Orlando 429
32 American Financial Advisors Inc Winter Park 421
33 Certuity, LLC North Palm Beach 413
34 Gryphon Wealth Jacksonville 402
35 Fourthought Financial Partners, LLC. Venice 401
36 Ibex Wealth Advisors, LLC West Palm Beach 400
37 Jaffe Tilchin Investment Partners, LLC Tampa 391
38 Moisand Fitzgerald Tamayo, LLC Orlando 389
39 Dougherty Investment Advisors Spring Hill 380
40 Koss-Olinger Consulting, LLC. Gainesville 378
41 Royal Fund Management, LLC Lady Lake 375
42 Compass Financial Advisory Services, LLC Ormond Beach 362
43 3EDGE Asset Management, LP Naples 356
44 J. L. Bainbridge & Co., Inc. Sarasota 350
45 Vizcaya Capital, LLC Miami 345
46 Materetsky Financial Group Boynton Beach 328
47 Aspire Growth Partners LLC Miromar Lakes 320
47 Indivisible Partners Clearwater 320
49 Singer Wealth Advisors LLC Boca Raton 319
50 GFG Solutions Orlando 315
51 Edwards Financial Services Winter Park 310
52 Slatestone Wealth LLC Jupiter 305
53 Ullmann Wealth Partners Jacksonville Beach 304
54 Private Capital Management Naples 302
55 Activest Wealth Management, LLC Aventura 301
56 Rogan & Associates Safety Harbor 290
57 Jackson Wealth Management, LLC Lake Mary 278
58 Unique Wealth, LLC Tampa 276
59 Investment Advisory Group LLC Sarasota 275
60 Professional Advisory Services Inc Vero Beach 252
60 Naples Global Advisors Naples 252
62 Chiron Capital Management, LLC Tallahassee 248
63 Destiny Wealth Partners, LLC Tavares 238
63 Rossby Financial, LLC Melbourne 238
65 Gentrust Miami 237
66 Invenio Wealth Partners, LLC Coral Gables 234
67 Tobias Financial Advisors Plantation 232
67 Rose Capital Advisors, LLC Miami Beach 232
69 MG&A Wealth Plantation 231
70 Proper Wealth Tallahassee 224
71 Orca Wealth Management, LLC New Port Richey 221
72 Fmsa Delray Beach 218
73 Lri Investments Palm Beach Gardens 213
74 Aviance Capital Partners LLC Naples 210
75 Allied Private Wealth Boca Raton 203
76 Rezny Wealth Management, Inc. Fort Myers 200
77 Compass Financial Management LLC Tampa 197
77 Advantage Wealth Partners Fort Myers 197
79 Rainey & Randall Wealth Advisors, Inc. Celebration 196
80 Firestone Capital Management Inc South Miami 192
81 Sky Alpha Asset Advisors Boca Raton 191
82 Carpenter, Claydon Advisors, Inc. Maitland 188
83 Proathlete Wealth Management LLC Boca Raton 185
84 Noesis Capital Management Corp Boca Raton 181
85 Collaborative Wealth Lake Mary 175
85 Fidelis Capital Tampa 175
87 McDonough Capital Management, Inc. Orlando 174
88 Evertern Wealth, LLC Naples 173
89 Sanchez Wealth Management Group, LLC Jacksonville 172
90 Secure Wealth, Inc. Boca Raton 171
91 Northbridge Financial Group, LLC Tampa 170
92 Financial Harvest Wealth Advisors Winter Park 169
93 Suncoast Equity Management, LLC Tampa 168
93 MFP Financial Services, LLC Safety Harbor 168
95 Davis Capital Management Jacksonville 163
96 Atlantic Edge Private Wealth Management Jacksonville 161
97 Maximai Investment Partners, LLC Coral Gables 159
98 Schulmerich & Associates Asset Management, LLC Longboat Key 157
98 Econologics Financial Advisors Largo 157
98 Darwin Wealth Management Tampa 157
98 Intellus Advisors, LLC Naples 157

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

More rankings

Most high net worth clients 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.