# Newest independent RIAs in Florida

As of October 2, 2026, Gryphon Wealth ranked #1 in Florida in AdvisorIQ's ranking of newest independent RIAs, with $3.2 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Florida
- firms_listed: 197
- rows: rank: 1, crd: 339969, firm: Gryphon Wealth, city: Jacksonville, state: FL, value: 3244339200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339969/; rank: 2, crd: 340830, firm: Evertern Wealth, LLC, city: Naples, state: FL, value: 1564247778, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340830/; rank: 3, crd: 341186, firm: Trillium Wealth LLC, city: Winter Park, state: FL, value: 544636725, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341186/; rank: 4, crd: 340206, firm: Gravitalix Financial, city: Coral Springs, state: FL, value: 395184367, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340206/; rank: 5, crd: 341520, firm: Genoa Wealth, LLC, city: Tampa, state: FL, value: 376694495, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341520/; rank: 6, crd: 338887, firm: Ffo Investments LLC, city: Tampa, state: FL, value: 207088515, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338887/; rank: 7, crd: 339708, firm: Guardant Wealth Advisors, city: Miami, state: FL, value: 204432838, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339708/; rank: 8, crd: 289892, firm: Urs Advisory, city: Jupiter, state: FL, value: 200312614, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289892/; rank: 9, crd: 108682, firm: Siler Wealth Management, city: Longwood, state: FL, value: 188567348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108682/; rank: 10, crd: 343156, firm: Structure Wealth Management, LLC, city: Tampa, state: FL, value: 165701905, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343156/; rank: 11, crd: 341216, firm: Cambier Capital, LLC, city: Naples, state: FL, value: 165471064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341216/; rank: 12, crd: 175258, firm: Bria Capital Group, LLC, city: Wesley Chapel, state: FL, value: 155129219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175258/; rank: 13, crd: 156856, firm: Maggi Investment Services, LLC, city: Oldmar, state: FL, value: 154000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156856/; rank: 14, crd: 299466, firm: Trails Edge Wealth Advisers, LLC, city: Lakewood Ranch, state: FL, value: 153700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299466/; rank: 15, crd: 306196, firm: Wealthgen Advisors, LLC, city: Sarasota, state: FL, value: 146600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306196/; rank: 16, crd: 124999, firm: Private Lane Capital, LLC, city: Key Biscayne, state: FL, value: 144086780, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124999/; rank: 17, crd: 115283, firm: Clearwater Capital Management, city: Naples, state: FL, value: 139300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115283/; rank: 18, crd: 106963, firm: Howland and Associates, LLC, city: St. Petersburg, state: FL, value: 138704932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106963/; rank: 19, crd: 304409, firm: Sterling Bridge Financial Group LLC, city: Palm Harbor, state: FL, value: 131066360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304409/; rank: 20, crd: 329317, firm: Solist Financial, city: Tampa, state: FL, value: 130131318, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329317/; rank: 21, crd: 143352, firm: Reality Financial Planning Services, LLC, city: Sarasota, state: FL, value: 125936912, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143352/; rank: 22, crd: 321900, firm: Sundial Wealth LLC, city: Delray Beach, state: FL, value: 125789000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321900/; rank: 23, crd: 167335, firm: Mar Wealth Management Services, LLC, city: West Palm Beach, state: FL, value: 125115200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167335/; rank: 24, crd: 339651, firm: Centrus Financial Strategies, city: Orlando, state: FL, value: 125094769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339651/; rank: 25, crd: 132827, firm: Rall Capital Management, Inc., city: Rockledge, state: FL, value: 122740098, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132827/; rank: 26, crd: 139459, firm: Traver Financial Consulting Network PA, city: Lakewood Ranch, state: FL, value: 121726751, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139459/; rank: 27, crd: 299275, firm: Pinetree Advisors Corp., city: Miami, state: FL, value: 120000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299275/; rank: 28, crd: 284465, firm: Cardinal Advisers LLC, city: Miami, state: FL, value: 118539851, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284465/; rank: 29, crd: 291649, firm: Sandhill Wealth Management, Inc., city: Winter Park, state: FL, value: 118476224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291649/; rank: 30, crd: 130729, firm: CS Advisors Inc., city: Boca Raton, state: FL, value: 118044036, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130729/; rank: 31, crd: 174673, firm: Sulzberger Capital Advisors, Inc., city: Miami, state: FL, value: 117053746, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174673/; rank: 32, crd: 298397, firm: Greenline Wealth Management, city: Boca Raton, state: FL, value: 116970119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298397/; rank: 33, crd: 332823, firm: MGFS Private Wealth, LLC, city: Fort Myers, state: FL, value: 116744929, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332823/; rank: 34, crd: 316908, firm: Intellicapital Advisors LLC, city: Ponte Vedra, state: FL, value: 116256711, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316908/; rank: 35, crd: 321689, firm: Zenith Advisory Group, LLC, city: The Villages, state: FL, value: 115437420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321689/; rank: 36, crd: 300280, firm: Uyana Partners LLC, city: Miami, state: FL, value: 115043670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300280/; rank: 37, crd: 139475, firm: Skloff Financial Group, city: Naples, state: FL, value: 114000135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139475/; rank: 38, crd: 153074, firm: Common Cents Wealth Management, LLC, city: Pembroke Pines, state: FL, value: 113726879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153074/; rank: 39, crd: 161659, firm: Cogent Independent Advisors, Inc., city: St. Augustine, state: FL, value: 112445743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161659/; rank: 40, crd: 308542, firm: Caleo Capital N.A. LLC, city: Ponte Vedra, state: FL, value: 111841090, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308542/; rank: 41, crd: 319494, firm: Goi, city: Miami, state: FL, value: 111348774, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319494/; rank: 42, crd: 131666, firm: Belleair Wealth Management, LLC, city: Belleair Bluffs, state: FL, value: 111159804, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131666/; rank: 43, crd: 284438, firm: Advanced Wealth Management, city: Sarasota, state: FL, value: 110740116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284438/; rank: 44, crd: 340912, firm: Farrcrest Capital LLC, city: Naples, state: FL, value: 110500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340912/; rank: 45, crd: 330038, firm: Private Client Advisor Group, LLC, city: Palm City, state: FL, value: 110000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330038/; rank: 46, crd: 290061, firm: Jake Carris Financial Planning, city: Orlando, state: FL, value: 109685265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290061/; rank: 47, crd: 284485, firm: Eden Capital Management, LLC, city: Bradenton, state: FL, value: 108711208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284485/; rank: 48, crd: 151058, firm: Montello Wealth Management, Inc., city: Palm Beach Gardens, state: FL, value: 108420000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151058/; rank: 49, crd: 298025, firm: Omnitrust Wealth Management, Inc., city: Jacksonville, state: FL, value: 107206083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298025/; rank: 50, crd: 329079, firm: Elevate Financial Planning and Wealth Management, city: St. Petersburg, state: FL, value: 107110000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329079/; rank: 51, crd: 329126, firm: Mendoza Private Wealth, city: North Miami, state: FL, value: 101369000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329126/; rank: 52, crd: 340858, firm: Axxets WM, city: Aventura, state: FL, value: 101303220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340858/; rank: 53, crd: 332526, firm: Cantata Wealth Management, LLC, city: Coral Gables, state: FL, value: 101092094, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332526/; rank: 54, crd: 307791, firm: Turret Investments, LLC, city: Naples, state: FL, value: 100000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307791/; rank: 55, crd: 338822, firm: Baytrust Wealth Management, LLC, city: Tampa, state: FL, value: 97749639, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338822/; rank: 56, crd: 336137, firm: True Path Financial LLC, city: Sarasota, state: FL, value: 82297617, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336137/; rank: 57, crd: 338538, firm: Structure Wealth Partners LLC, city: Orlando, state: FL, value: 68161986, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338538/; rank: 58, crd: 340696, firm: Rea Financial, city: Orlando, state: FL, value: 54836527, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340696/; rank: 59, crd: 140731, firm: Bill Losey Retirement Solutions, LLC, city: The Villages, state: FL, value: 39632747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140731/; rank: 60, crd: 337399, firm: Paracca Financial Group, city: Osprey, state: FL, value: 22243460, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337399/; rank: 61, crd: 332314, firm: Waypoint Strategic Wealth LLC, city: West Stuart, state: FL, value: 20744575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332314/; rank: 62, crd: 339278, firm: Level Up Wealth Management, city: Tampa, state: FL, value: 11489362, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339278/; rank: 63, crd: 333952, firm: Brazil Advisors LLC, city: Miami, state: FL, value: 11295977, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333952/; rank: 64, crd: 338282, firm: Skyview Pinnacle, city: Apollo Beach, state: FL, value: 10468799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338282/; rank: 65, crd: 168316, firm: Forecast Financial LLC, city: Newberry, state: FL, value: 9657021, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168316/; rank: 66, crd: 338776, firm: Gray Lion Capital, city: Ocala, state: FL, value: 7000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338776/; rank: 67, crd: 338583, firm: HK Funds, city: Jacksonville, state: FL, value: 6844452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338583/; rank: 68, crd: 338314, firm: Broaden Wealth LLC, city: Fort Myers, state: FL, value: 6000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338314/; rank: 69, crd: 341074, firm: Wild Iris Financial, city: St. Petersburg, state: FL, value: 5307745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341074/; rank: 70, crd: 158452, firm: Jean Pierre Masse, city: Venice, state: FL, value: 4462141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158452/; rank: 71, crd: 316653, firm: Dorgeolis Capital LLC, city: Crestview, state: FL, value: 2500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316653/; rank: 72, crd: 339693, firm: Union Grove Capital, LLC, city: Tampa, state: FL, value: 2386340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339693/; rank: 73, crd: 343184, firm: Gulfcoast Embers Advisors, city: North Port, state: FL, value: 1900000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343184/; rank: 74, crd: 338461, firm: VM. Group, city: Pensacola, state: FL, value: 1700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338461/; rank: 75, crd: 337835, firm: Wealth Warden Partners, city: Tampa, state: FL, value: 1603639, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337835/; rank: 76, crd: 338328, firm: Dehoff Wealth Advisory LLC, city: Jacksonville, state: FL, value: 1523074, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338328/; rank: 77, crd: 342404, firm: Dignum ET Justum, city: St. Augustine, state: FL, value: 1501474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342404/; rank: 78, crd: 342521, firm: CG Capital Wealth LLC, city: Hialeah, state: FL, value: 1500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342521/; rank: 79, crd: 337368, firm: EM Financial Services, LLC, city: Miami, state: FL, value: 1375981, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337368/; rank: 80, crd: 340673, firm: Golden Reed Wealth Management, LLC, city: Ocala, state: FL, value: 1282009, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340673/; rank: 81, crd: 336193, firm: Critical Mass Financial, LLC, city: Melbourne, state: FL, value: 167000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336193/; rank: 82, crd: 338673, firm: Kitchensink Financial Planning, LLC, city: Pensacola, state: FL, value: 1029, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338673/; rank: 83, crd: 341303, firm: Campbell & Company Wealth Management, LLC, city: Spring Hill, state: FL, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341303/; rank: 84, crd: 141570, firm: Live Oak Family Offices LLC, city: Tampa, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141570/; rank: 84, crd: 175348, firm: LDN Wealth, LLC, city: Orlando, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175348/; rank: 84, crd: 313930, firm: Herndon Wealth Services Inc, city: Vero Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313930/; rank: 84, crd: 327095, firm: Financial Q Group LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327095/; rank: 84, crd: 332078, firm: Blade Financial, city: Tampa, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332078/; rank: 84, crd: 333810, firm: Riptide Financial, LLC, city: Oviedo, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333810/; rank: 84, crd: 336182, firm: Omnicap Wealth Partners LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336182/; rank: 84, crd: 336813, firm: Cma Advisors, Inc., city: Bradenton, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336813/; rank: 84, crd: 337297, firm: Pilotai Wealth, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337297/; rank: 84, crd: 337299, firm: VCM Wealth Advisors, city: Sarasota, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337299/; rank: 84, crd: 337401, firm: D3 Advisors LLC, city: Fort Walton Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337401/; rank: 84, crd: 337511, firm: Orange Street Fund Advisors LLC, city: West Palm Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337511/; rank: 84, crd: 337559, firm: Cardone Wealth Advisors, city: Aventura, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337559/; rank: 84, crd: 337572, firm: Juth Investment Advisory, city: Cape Coral, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337572/; rank: 84, crd: 337673, firm: Crow Capital Management LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337673/; rank: 84, crd: 337782, firm: Ceg Wealth Partners, LLC, city: Wellington, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337782/; rank: 84, crd: 337992, firm: Selected Objectives LLC, city: Port St. Lucie, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337992/; rank: 84, crd: 337994, firm: Tapa Private Wealth Inc., city: Key West, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337994/; rank: 84, crd: 338144, firm: Suntax Advisors LLC, city: Boca Raton, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338144/; rank: 84, crd: 338193, firm: Ten Seven Capital, city: Naples, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338193/; rank: 84, crd: 338200, firm: Roath Capital Advisory, city: Delray Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338200/; rank: 84, crd: 338209, firm: Btesh Financial, LLC, city: Sunny Isles Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338209/; rank: 84, crd: 338268, firm: Esh Wealth Management LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338268/; rank: 84, crd: 338333, firm: Knight Vision Capital LLC, city: Ormond Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338333/; rank: 84, crd: 338403, firm: Roshan Private Wealth Management, LLC, city: Palm Harbor, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338403/; rank: 84, crd: 338447, firm: Glow Financial Planning LLC, city: Spring Hill, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338447/; rank: 84, crd: 338579, firm: Ciaston Financial Group LLC, city: Winter Garden, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338579/; rank: 84, crd: 338689, firm: Slight Edge Wealth Strategies, LLC, city: Jacksonville, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338689/; rank: 84, crd: 338949, firm: Moorgate Capital Management, city: Dunedin, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338949/; rank: 84, crd: 338970, firm: Off the Bay Wealth LLC, city: Tampa, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338970/; rank: 84, crd: 338993, firm: Forge Capital, city: Sarasota, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338993/; rank: 84, crd: 339001, firm: Valora Investment Group LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339001/; rank: 84, crd: 339002, firm: JSM Investment Management, city: Seminole, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339002/; rank: 84, crd: 339073, firm: Green Beret Financial Planning, city: Orlando, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339073/; rank: 84, crd: 339297, firm: Abaco Retirement Advisors LLC, city: Stuart, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339297/; rank: 84, crd: 339342, firm: Parrish Capital Advisors LLC, city: Coral Gables, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339342/; rank: 84, crd: 339470, firm: Wyand Wealth LLC, city: St. Petersburg, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339470/; rank: 84, crd: 339476, firm: Elm Wealth Advisory, city: Palm Beach Gardens, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339476/; rank: 84, crd: 339516, firm: Patina Financial Partners, LLC, city: Clearwater, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339516/; rank: 84, crd: 339542, firm: Insight Wealth Management LLC, city: Plantation, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339542/; rank: 84, crd: 339635, firm: Sovereign Wealth Office LLC, city: St. Augustine, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339635/; rank: 84, crd: 339703, firm: Shepherds of Capital, city: Clearwater, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339703/; rank: 84, crd: 339724, firm: Stanford Wealth Planning LLC, city: Ponte Vedra Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339724/; rank: 84, crd: 339763, firm: Portfoliolab, city: Tampa, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339763/; rank: 84, crd: 339861, firm: Wise Financial Strategies, LLC, city: Lakeland, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339861/; rank: 84, crd: 340106, firm: Servepoint Capital LLC, city: Pembroke Pines, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340106/; rank: 84, crd: 340231, firm: Kadirov Financial Management, city: Hallandale Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340231/; rank: 84, crd: 340372, firm: Southernmost Advisors LLC, city: Key West, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340372/; rank: 84, crd: 340375, firm: Granofsky Investment Advisory LLC, city: Delray Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340375/; rank: 84, crd: 340377, firm: Olea Advisory Services, city: Plantation, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340377/; rank: 84, crd: 340475, firm: Dow Family Office Advisory, LLC, city: Lakewood Ranch, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340475/; rank: 84, crd: 340485, firm: Reik Wealth Management, Inc., city: Lakewood Ranch, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340485/; rank: 84, crd: 340495, firm: SN Private Wealth Group, LLC, city: Jacksonville, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340495/; rank: 84, crd: 340585, firm: Deltasys Advisors LLC, city: Davie, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340585/; rank: 84, crd: 340796, firm: Smith Financial LLC, city: Ocala, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340796/; rank: 84, crd: 340854, firm: R. Cooper Investments, city: Jacksonville, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340854/; rank: 84, crd: 340895, firm: The Investment Advisory Office of Christopher Mikes, P.A., city: Bonita Springs, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340895/; rank: 84, crd: 341026, firm: Kiefer Financial Advising LLC, city: Ocala, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341026/; rank: 84, crd: 341033, firm: Data Analytics Capital LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341033/; rank: 84, crd: 341049, firm: Anter Capital LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341049/; rank: 84, crd: 341091, firm: Flagstick Capital Partners LLC, city: North Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341091/; rank: 84, crd: 341236, firm: JC Venture Capital Investments LLC, city: St. Petersburg, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341236/; rank: 84, crd: 341254, firm: Sapiens Advisors, city: Coral Gables, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341254/; rank: 84, crd: 341271, firm: Hormaza Capital Advisory, LLC, city: Doral, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341271/; rank: 84, crd: 341281, firm: Long Crest Capital, city: West Palm Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341281/; rank: 84, crd: 341336, firm: Stillpoint Wealth, city: Delray Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341336/; rank: 84, crd: 341389, firm: Together Wealth Group LLC, city: Miami Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341389/; rank: 84, crd: 341499, firm: Graysbrook Investment Partners, city: Palm Beach Gardens, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341499/; rank: 84, crd: 341871, firm: S2 Capital Management, city: Highland Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341871/; rank: 84, crd: 341875, firm: Alius Capital Partners, city: Aventura, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341875/; rank: 84, crd: 341932, firm: Vardell Strategies LLC, city: Clearwater, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341932/; rank: 84, crd: 342043, firm: Gelis Capital LLC, city: West Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342043/; rank: 84, crd: 342073, firm: Greater Financial, city: Sarasota, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342073/; rank: 84, crd: 342083, firm: Trigsted Wealth Advisory, city: Tampa, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342083/; rank: 84, crd: 342112, firm: Harpian LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342112/; rank: 84, crd: 342196, firm: Longship LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342196/; rank: 84, crd: 342270, firm: Whitehall Row Advisory, LLC, city: Bradenton, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342270/; rank: 84, crd: 342274, firm: Meridian 38 Advisors, city: Weston, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342274/; rank: 84, crd: 342345, firm: Regfi USA, LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342345/; rank: 84, crd: 342358, firm: Grodzki Wealth Management, Inc., city: Orlando, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342358/; rank: 84, crd: 342368, firm: Quantic Advisors, city: Sunny Isles Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342368/; rank: 84, crd: 342449, firm: Rac Strategic Partners, city: Doral, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342449/; rank: 84, crd: 342454, firm: Lat Wealth Financial Advisors, city: Clearwater, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342454/; rank: 84, crd: 342462, firm: Meridian Wealth Group, city: Dade City, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342462/; rank: 84, crd: 342544, firm: Anchor & Oak Wealth Advisors, LLC, city: Marco Island, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342544/; rank: 84, crd: 342796, firm: CCLG Advisors, city: Orlando, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342796/; rank: 84, crd: 342832, firm: Arx Strategic Wealth, city: Orlando, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342832/; rank: 84, crd: 342913, firm: PFS Signature Wealth, city: Tampa, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342913/; rank: 84, crd: 342921, firm: Maverick Thomas Capital, city: Boca Raton, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342921/; rank: 84, crd: 342958, firm: TGB Asset Management, LLC, city: Jupiter, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342958/; rank: 84, crd: 343089, firm: Vitesse One Wealth LLC, city: Pensacola, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343089/; rank: 84, crd: 343101, firm: JTM Carey Capital LLC, city: Clermont, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343101/; rank: 84, crd: 343116, firm: Primaris Wealth Management, city: Tallahassee, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343116/; rank: 84, crd: 343143, firm: Aligned Wealth Advisors, LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/343143/; rank: 84, crd: 343185, firm: Trout Capital Management, LLC, city: Jupiter, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343185/; rank: 84, crd: 343233, firm: Andromeda Wealth LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343233/; rank: 84, crd: 343247, firm: Naples Wealth Advisors, LLC, city: Naples, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343247/; rank: 84, crd: 343250, firm: Hale Wealth Management, LLC, city: Pensacola, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343250/; rank: 84, crd: 343350, firm: 1977 Wealth, LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343350/; rank: 84, crd: 343415, firm: Giessel Wealth Advisors, city: Jupiter, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343415/; rank: 84, crd: 343434, firm: Sum Zero Wealth, city: St. Petersburg, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343434/; rank: 84, crd: 343558, firm: Ample Wealth Partners LLC, city: Orlando, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343558/; rank: 84, crd: 343593, firm: Ethos Investment Advisory Group LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343593/; rank: 84, crd: 343621, firm: Vetoshko Wealth Management, city: North Port, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343621/; rank: 84, crd: 343680, firm: Bellerive Capital, LLC, city: Palm Beach Gardens, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343680/; rank: 84, crd: 343722, firm: Fortuna Private Wealth Management Corp., city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343722/; rank: 84, crd: 343836, firm: Opima Capital Management, LLC, city: Ocoee, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343836/; rank: 84, crd: 343861, firm: Fideleon Wealth Advisors LLC, city: St. Augustine, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343861/; rank: 84, crd: 343914, firm: 365SUNDAYS Wealth LLC, city: Lake Mary, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343914/; rank: 84, crd: 343931, firm: J. Leigh Capital Management, LLC, city: Jupiter, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343931/; rank: 84, crd: 343946, firm: Dan Thornsberry Capital Advisors, LLC, city: Belleair Beach, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343946/; rank: 84, crd: 344045, firm: Nextreg Advisors LLC, city: Miami, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344045/; rank: 84, crd: 344135, firm: Tower Wealth Planning, city: Spring Hill, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344135/; rank: 84, crd: 344154, firm: Jefferson Financial Planning LLC, city: St. Petersburg, state: FL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344154/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/florida/

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