Ranking, Florida

Wealth firms with the most high net worth clients, including broker-dealer firms in Florida

As of October 2, 2026, Raymond James & Associates, Inc. ranked #1 in Florida in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 99,598.

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

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.

Wealth firms with the most high net worth clients, including broker-dealer firms in Florida
Rank	Firm	City	Most high net worth clients
1	Raymond James & Associates, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	St. Petersburg	99,598
2	Raymond James Financial Services Advisors, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	St. Petersburg	91,402
3	Corient	Miami	19,571
4	Independent Financial Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Tampa	18,190
5	Sanctuary Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Miami	4,425
6	Concurrent Investment Advisors, LLC	Tampa	3,009
7	Facet	West Palm Beach	2,928
8	GWN Securities Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Palm Beach Gardens	2,217
9	Gladstone Wealth Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Palm Beach Gardens	2,213
10	International Assets Investment Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Orlando	2,073
11	Kovack Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Fort Lauderdale	1,590
12	Dakota Wealth, LLC	Palm Beach Gardens	1,287
13	J. W. Cole Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Tampa	1,261
14	Certified Advisory Corp	Altamonte Springs	1,001
15	Moran Wealth Management, LLC	Naples	981
16	Spirepoint Private Client, LLC	Vero Beach	930
17	Cwa Asset Management Group	Naples	923
18	Csenge Advisory Group, LLC	Clearwater	831
19	Good Life Advisors, LLC	Celebration	789
20	Synergy Investment Management LLC	Altamonte Springs	784
21	Pento Portfolio Strategies, LLC	Naples	766
22	NFSG Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Boca Raton	765
23	Evensky & Katz/Foldes Wealth Management	Coral Gables	763
24	Coquina Private Wealth Advisors	Port Charlotte	651
25	CPS Investment Advisors	Lakeland	647
26	Provise Management Group, LLC	Clearwater	626
27	Bbva Global Wealth Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Miami	582
28	Cyndeo Wealth Partners	St. Petersburg	575
29	Timucuan Asset Management Inc	Jacksonville	573
30	Psi Advisors, LLC	Tampa	563
31	Flaharty Asset Management, LLC	Clearwater	556
32	Ciccarelli Advisory Services Inc	Naples	546
33	Provenance Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Fort Lauderdale	524
34	Jacksonville Wealth Management	Jacksonville	517
35	Money Concepts Advisory Service Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Palm Beach Gardens	511
36	Guerra Wealth Advisors	Miami	507
37	Walsh & Associates, LLC	Sarasota	487
38	HD Money, Inc.	Sarasota	484
39	McDermott Investment Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Naples	480
40	Sound Income Strategies, LLC	Fort Lauderdale	473
41	Ars Wealth Advisors	St. Petersburg	459
42	Core Wealth Advisors, Inc.	Lakeland	447
43	Heritage Investment Group, Inc.	Pompano Beach	444
44	Baron Silver Stevens Financial Advisors, LLC	Boca Raton	438
45	Hoxton Wealth	Orlando	429
46	American Financial Advisors Inc	Winter Park	421
47	Certuity, LLC	North Palm Beach	413
48	Gryphon Wealth	Jacksonville	402
49	Fourthought Financial Partners, LLC.	Venice	401
50	Ibex Wealth Advisors, LLC	West Palm Beach	400
51	Accurate Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Wesley Chapel	393
52	Jaffe Tilchin Investment Partners, LLC	Tampa	391
53	Moisand Fitzgerald Tamayo, LLC	Orlando	389
54	Dougherty Investment Advisors	Spring Hill	380
55	Koss-Olinger Consulting, LLC.	Gainesville	378
56	Andbanc Advisory LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Miami	377
57	Royal Fund Management, LLC	Lady Lake	375
58	Compass Financial Advisory Services, LLC	Ormond Beach	362
59	3EDGE Asset Management, LP	Naples	356
60	J. L. Bainbridge & Co., Inc.	Sarasota	350
61	Vizcaya Capital, LLC	Miami	345
62	Materetsky Financial Group	Boynton Beach	328
63	Aspire Growth Partners LLC	Miromar Lakes	320
63	Indivisible Partners	Clearwater	320
65	Singer Wealth Advisors LLC	Boca Raton	319
66	GFG Solutions	Orlando	315
67	Edwards Financial Services	Winter Park	310
68	Slatestone Wealth LLC	Jupiter	305
69	Ullmann Wealth Partners	Jacksonville Beach	304
70	Private Capital Management	Naples	302
71	Activest Wealth Management, LLC	Aventura	301
72	Rogan & Associates	Safety Harbor	290
73	Calton & Associates, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Tampa	278
73	Jackson Wealth Management, LLC	Lake Mary	278
75	Unique Wealth, LLC	Tampa	276
76	Investment Advisory Group LLC	Sarasota	275
77	Professional Advisory Services Inc	Vero Beach	252
77	Naples Global Advisors	Naples	252
79	Chiron Capital Management, LLC	Tallahassee	248
80	Destiny Wealth Partners, LLC	Tavares	238
80	Rossby Financial, LLC	Melbourne	238
82	Gentrust	Miami	237
83	Invenio Wealth Partners, LLC	Coral Gables	234
84	Tobias Financial Advisors	Plantation	232
84	Rose Capital Advisors, LLC	Miami Beach	232
86	MG&A Wealth	Plantation	231
87	Proper Wealth	Tallahassee	224
88	Orca Wealth Management, LLC	New Port Richey	221
89	Fmsa	Delray Beach	218
90	Lri Investments	Palm Beach Gardens	213
91	Aviance Capital Partners LLC	Naples	210
92	Cumberland Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Sarasota	206
93	Allied Private Wealth	Boca Raton	203
94	Rezny Wealth Management, Inc.	Fort Myers	200
94	Global Assets Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Orlando	200
96	Bulltick Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Miami	198
97	Compass Financial Management LLC	Tampa	197
97	Advantage Wealth Partners	Fort Myers	197
99	Rainey & Randall Wealth Advisors, Inc.	Celebration	196
100	Firestone Capital Management Inc	South Miami	192

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.