# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Florida
- firms_listed: 101
- rows: rank: 1, crd: 319448, firm: Corient, city: Miami, state: FL, value: 19571, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319448/; rank: 2, crd: 323135, firm: Concurrent Investment Advisors, LLC, city: Tampa, state: FL, value: 3009, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323135/; rank: 3, crd: 285961, firm: Facet, city: West Palm Beach, state: FL, value: 2928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285961/; rank: 4, crd: 297987, firm: Dakota Wealth, LLC, city: Palm Beach Gardens, state: FL, value: 1287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297987/; rank: 5, crd: 120990, firm: Certified Advisory Corp, city: Altamonte Springs, state: FL, value: 1001, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120990/; rank: 6, crd: 319208, firm: Moran Wealth Management, LLC, city: Naples, state: FL, value: 981, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319208/; rank: 7, crd: 327350, firm: Spirepoint Private Client, LLC, city: Vero Beach, state: FL, value: 930, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327350/; rank: 8, crd: 158940, firm: Cwa Asset Management Group, city: Naples, state: FL, value: 923, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158940/; rank: 9, crd: 131167, firm: Csenge Advisory Group, LLC, city: Clearwater, state: FL, value: 831, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131167/; rank: 10, crd: 171898, firm: Good Life Advisors, LLC, city: Celebration, state: FL, value: 789, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171898/; rank: 11, crd: 305961, firm: Synergy Investment Management LLC, city: Altamonte Springs, state: FL, value: 784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305961/; rank: 12, crd: 159217, firm: Pento Portfolio Strategies, LLC, city: Naples, state: FL, value: 766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159217/; rank: 13, crd: 109698, firm: Evensky & Katz/Foldes Wealth Management, city: Coral Gables, state: FL, value: 763, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109698/; rank: 14, crd: 333615, firm: Coquina Private Wealth Advisors, city: Port Charlotte, state: FL, value: 651, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333615/; rank: 15, crd: 104914, firm: CPS Investment Advisors, city: Lakeland, state: FL, value: 647, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104914/; rank: 16, crd: 105375, firm: Provise Management Group, LLC, city: Clearwater, state: FL, value: 626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105375/; rank: 17, crd: 307781, firm: Cyndeo Wealth Partners, city: St. Petersburg, state: FL, value: 575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307781/; rank: 18, crd: 105899, firm: Timucuan Asset Management Inc, city: Jacksonville, state: FL, value: 573, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105899/; rank: 19, crd: 285880, firm: Psi Advisors, LLC, city: Tampa, state: FL, value: 563, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285880/; rank: 20, crd: 168495, firm: Flaharty Asset Management, LLC, city: Clearwater, state: FL, value: 556, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168495/; rank: 21, crd: 110904, firm: Ciccarelli Advisory Services Inc, city: Naples, state: FL, value: 546, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110904/; rank: 22, crd: 309312, firm: Jacksonville Wealth Management, city: Jacksonville, state: FL, value: 517, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309312/; rank: 23, crd: 282409, firm: Guerra Wealth Advisors, city: Miami, state: FL, value: 507, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282409/; rank: 24, crd: 144441, firm: Walsh & Associates, LLC, city: Sarasota, state: FL, value: 487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144441/; rank: 25, crd: 167623, firm: HD Money, Inc., city: Sarasota, state: FL, value: 484, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167623/; rank: 26, crd: 173272, firm: Sound Income Strategies, LLC, city: Fort Lauderdale, state: FL, value: 473, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173272/; rank: 27, crd: 314882, firm: Ars Wealth Advisors, city: St. Petersburg, state: FL, value: 459, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314882/; rank: 28, crd: 174386, firm: Core Wealth Advisors, Inc., city: Lakeland, state: FL, value: 447, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174386/; rank: 29, crd: 113204, firm: Heritage Investment Group, Inc., city: Pompano Beach, state: FL, value: 444, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113204/; rank: 30, crd: 126767, firm: Baron Silver Stevens Financial Advisors, LLC, city: Boca Raton, state: FL, value: 438, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126767/; rank: 31, crd: 307387, firm: Hoxton Wealth, city: Orlando, state: FL, value: 429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307387/; rank: 32, crd: 108530, firm: American Financial Advisors Inc, city: Winter Park, state: FL, value: 421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108530/; rank: 33, crd: 129505, firm: Certuity, LLC, city: North Palm Beach, state: FL, value: 413, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129505/; rank: 34, crd: 339969, firm: Gryphon Wealth, city: Jacksonville, state: FL, value: 402, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339969/; rank: 35, crd: 323060, firm: Fourthought Financial Partners, LLC., city: Venice, state: FL, value: 401, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323060/; rank: 36, crd: 168674, firm: Ibex Wealth Advisors, LLC, city: West Palm Beach, state: FL, value: 400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168674/; rank: 37, crd: 143608, firm: Jaffe Tilchin Investment Partners, LLC, city: Tampa, state: FL, value: 391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143608/; rank: 38, crd: 109419, firm: Moisand Fitzgerald Tamayo, LLC, city: Orlando, state: FL, value: 389, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109419/; rank: 39, crd: 142284, firm: Dougherty Investment Advisors, city: Spring Hill, state: FL, value: 380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142284/; rank: 40, crd: 111855, firm: Koss-Olinger Consulting, LLC., city: Gainesville, state: FL, value: 378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111855/; rank: 41, crd: 144434, firm: Royal Fund Management, LLC, city: Lady Lake, state: FL, value: 375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144434/; rank: 42, crd: 316843, firm: Compass Financial Advisory Services, LLC, city: Ormond Beach, state: FL, value: 362, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316843/; rank: 43, crd: 282059, firm: 3EDGE Asset Management, LP, city: Naples, state: FL, value: 356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282059/; rank: 44, crd: 108058, firm: J. L. Bainbridge & Co., Inc., city: Sarasota, state: FL, value: 350, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108058/; rank: 45, crd: 170518, firm: Vizcaya Capital, LLC, city: Miami, state: FL, value: 345, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170518/; rank: 46, crd: 292353, firm: Materetsky Financial Group, city: Boynton Beach, state: FL, value: 328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292353/; rank: 47, crd: 312063, firm: Aspire Growth Partners LLC, city: Miromar Lakes, state: FL, value: 320, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312063/; rank: 47, crd: 332431, firm: Indivisible Partners, city: Clearwater, state: FL, value: 320, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332431/; rank: 49, crd: 317218, firm: Singer Wealth Advisors LLC, city: Boca Raton, state: FL, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317218/; rank: 50, crd: 331977, firm: GFG Solutions, city: Orlando, state: FL, value: 315, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331977/; rank: 51, crd: 150517, firm: Edwards Financial Services, city: Winter Park, state: FL, value: 310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150517/; rank: 52, crd: 286669, firm: Slatestone Wealth LLC, city: Jupiter, state: FL, value: 305, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286669/; rank: 53, crd: 316697, firm: Ullmann Wealth Partners, city: Jacksonville Beach, state: FL, value: 304, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316697/; rank: 54, crd: 169172, firm: Private Capital Management, city: Naples, state: FL, value: 302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169172/; rank: 55, crd: 156150, firm: Activest Wealth Management, LLC, city: Aventura, state: FL, value: 301, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156150/; rank: 56, crd: 42762, firm: Rogan & Associates, city: Safety Harbor, state: FL, value: 290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/42762/; rank: 57, crd: 147642, firm: Jackson Wealth Management, LLC, city: Lake Mary, state: FL, value: 278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147642/; rank: 58, crd: 312462, firm: Unique Wealth, LLC, city: Tampa, state: FL, value: 276, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312462/; rank: 59, crd: 109445, firm: Investment Advisory Group LLC, city: Sarasota, state: FL, value: 275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109445/; rank: 60, crd: 105397, firm: Professional Advisory Services Inc, city: Vero Beach, state: FL, value: 252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105397/; rank: 60, crd: 158544, firm: Naples Global Advisors, city: Naples, state: FL, value: 252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158544/; rank: 62, crd: 308286, firm: Chiron Capital Management, LLC, city: Tallahassee, state: FL, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308286/; rank: 63, crd: 171346, firm: Destiny Wealth Partners, LLC, city: Tavares, state: FL, value: 238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171346/; rank: 63, crd: 324631, firm: Rossby Financial, LLC, city: Melbourne, state: FL, value: 238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324631/; rank: 65, crd: 158369, firm: Gentrust, city: Miami, state: FL, value: 237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158369/; rank: 66, crd: 323039, firm: Invenio Wealth Partners, LLC, city: Coral Gables, state: FL, value: 234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323039/; rank: 67, crd: 104711, firm: Tobias Financial Advisors, city: Plantation, state: FL, value: 232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104711/; rank: 67, crd: 173054, firm: Rose Capital Advisors, LLC, city: Miami Beach, state: FL, value: 232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173054/; rank: 69, crd: 284866, firm: MG&A Wealth, city: Plantation, state: FL, value: 231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284866/; rank: 70, crd: 336499, firm: Proper Wealth, city: Tallahassee, state: FL, value: 224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336499/; rank: 71, crd: 310053, firm: Orca Wealth Management, LLC, city: New Port Richey, state: FL, value: 221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310053/; rank: 72, crd: 154136, firm: Fmsa, city: Delray Beach, state: FL, value: 218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154136/; rank: 73, crd: 323556, firm: Lri Investments, city: Palm Beach Gardens, state: FL, value: 213, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323556/; rank: 74, crd: 146597, firm: Aviance Capital Partners LLC, city: Naples, state: FL, value: 210, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146597/; rank: 75, crd: 328952, firm: Allied Private Wealth, city: Boca Raton, state: FL, value: 203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328952/; rank: 76, crd: 109638, firm: Rezny Wealth Management, Inc., city: Fort Myers, state: FL, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109638/; rank: 77, crd: 156345, firm: Compass Financial Management LLC, city: Tampa, state: FL, value: 197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156345/; rank: 77, crd: 329635, firm: Advantage Wealth Partners, city: Fort Myers, state: FL, value: 197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329635/; rank: 79, crd: 116251, firm: Rainey & Randall Wealth Advisors, Inc., city: Celebration, state: FL, value: 196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116251/; rank: 80, crd: 106366, firm: Firestone Capital Management Inc, city: South Miami, state: FL, value: 192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106366/; rank: 81, crd: 295839, firm: Sky Alpha Asset Advisors, city: Boca Raton, state: FL, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295839/; rank: 82, crd: 143516, firm: Carpenter, Claydon Advisors, Inc., city: Maitland, state: FL, value: 188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143516/; rank: 83, crd: 317372, firm: Proathlete Wealth Management LLC, city: Boca Raton, state: FL, value: 185, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317372/; rank: 84, crd: 110819, firm: Noesis Capital Management Corp, city: Boca Raton, state: FL, value: 181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110819/; rank: 85, crd: 142106, firm: Collaborative Wealth, city: Lake Mary, state: FL, value: 175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142106/; rank: 85, crd: 322287, firm: Fidelis Capital, city: Tampa, state: FL, value: 175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322287/; rank: 87, crd: 143767, firm: McDonough Capital Management, Inc., city: Orlando, state: FL, value: 174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143767/; rank: 88, crd: 340830, firm: Evertern Wealth, LLC, city: Naples, state: FL, value: 173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340830/; rank: 89, crd: 169274, firm: Sanchez Wealth Management Group, LLC, city: Jacksonville, state: FL, value: 172, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169274/; rank: 90, crd: 290572, firm: Secure Wealth, Inc., city: Boca Raton, state: FL, value: 171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290572/; rank: 91, crd: 310394, firm: Northbridge Financial Group, LLC, city: Tampa, state: FL, value: 170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310394/; rank: 92, crd: 148271, firm: Financial Harvest Wealth Advisors, city: Winter Park, state: FL, value: 169, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148271/; rank: 93, crd: 108289, firm: Suncoast Equity Management, LLC, city: Tampa, state: FL, value: 168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108289/; rank: 93, crd: 331681, firm: MFP Financial Services, LLC, city: Safety Harbor, state: FL, value: 168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331681/; rank: 95, crd: 149014, firm: Davis Capital Management, city: Jacksonville, state: FL, value: 163, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149014/; rank: 96, crd: 327354, firm: Atlantic Edge Private Wealth Management, city: Jacksonville, state: FL, value: 161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327354/; rank: 97, crd: 284919, firm: Maximai Investment Partners, LLC, city: Coral Gables, state: FL, value: 159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284919/; rank: 98, crd: 112547, firm: Schulmerich & Associates Asset Management, LLC, city: Longboat Key, state: FL, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112547/; rank: 98, crd: 125738, firm: Econologics Financial Advisors, city: Largo, state: FL, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125738/; rank: 98, crd: 166585, firm: Darwin Wealth Management, city: Tampa, state: FL, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166585/; rank: 98, crd: 332883, firm: Intellus Advisors, LLC, city: Naples, state: FL, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332883/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/florida/

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