State market data

Independent RIAs in Florida

As of October 2, 2026, 1,707 independent wealth management RIAs based in Florida reported $537.9 billion in regulatory assets under management; the largest by assets was Corient, with $165.3 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 1,707
SEC-registered: 607
State-registered: 1,100
Regulatory assets under management: $537.9 billion
Client accounts: 837,854
Median firm size: $53.9 million
Broker-dealer affiliated firms, not included: 95, with $999.8 billion

Florida requires IAR continuing education, in effect since 2024. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Florida.

Top firms in Florida

Largest independent RIAs by assets under management

Largest independent RIAs by assets under management in Florida, top 10
Rank	Firm	City	RAUM
1	Corient	Miami	$165.3 billion
2	We Family Offices	Coral Gables	$17.8 billion
3	Concurrent Investment Advisors, LLC	Tampa	$15.7 billion
4	CV Advisors LLC	Aventura	$15.1 billion
5	Facet	West Palm Beach	$7.6 billion
6	Dakota Wealth, LLC	Palm Beach Gardens	$6.9 billion
7	Yale Capital Corp.	St. Petersburg	$5.6 billion
8	Gentrust	Miami	$5.2 billion
9	Moran Wealth Management, LLC	Naples	$5.1 billion
10	Cwa Asset Management Group	Naples	$4.5 billion

Top 100 in Florida

Fastest-growing independent RIAs over one year

Fastest-growing independent RIAs over one year in Florida, top 10
Rank	Firm	City	Growth	Starting value
1	The Life Wealth Group	Winter Garden	176.1%	$177.7 million
2	Legacy Wealth Advisors, LLC	North Miami Beach	165.2%	$348.0 million
3	Rossby Financial, LLC	Melbourne	138.3%	$358.6 million
4	Ponta Wealth Partners, LLC	Winter Park	109.7%	$102.2 million
5	Blacktower Financial Management (US) LLC	Orlando	107.1%	$122.8 million
6	Lri Investments	Palm Beach Gardens	98.1%	$1.4 billion
7	Facet	West Palm Beach	96.7%	$3.9 billion
8	Seven Hills Financial, LLC	Tallahassee	88.4%	$149.1 million
9	Tiempo Capital Partners	Miami	79.4%	$508.0 million
10	Cogent Private Wealth	Orlando	76.9%	$141.5 million

Top 100 in Florida

Fastest-growing independent RIAs over three years

Fastest-growing independent RIAs over three years in Florida, top 10
Rank	Firm	City	Growth	Starting value
1	Fifth Avenue Family Office	Naples	92.1%	$190.7 million
2	Greenbridge Partners LLC	Lakeland	55.4%	$115.4 million
3	Hoxton Wealth	Orlando	54.5%	$217.9 million
4	Facet	West Palm Beach	54.1%	$2.1 billion
5	Swan Capital	Pensacola	50.8%	$102.4 million
6	Compass Financial Management LLC	Tampa	50.2%	$263.6 million
7	Fidelis Capital	Tampa	49.7%	$680.3 million
8	Walser Wealth Management Company, A Limited Liability Company	Tampa	48.2%	$104.2 million
9	Victrix Investment Advisors	Stuart	46.5%	$109.2 million
10	Base Wealth Management	Lakewood Ranch	44.9%	$107.2 million

Top 100 in Florida

Fastest-growing independent RIAs over five years

Fastest-growing independent RIAs over five years in Florida, top 10
Rank	Firm	City	Growth	Starting value
1	Facet	West Palm Beach	56.6%	$807.5 million
2	Compass Financial Management LLC	Tampa	44.3%	$142.6 million
3	Fifth Avenue Family Office	Naples	35.5%	$296.2 million
4	Activest Wealth Management, LLC	Aventura	32.3%	$360.5 million
5	Fortress Wealth Planning	Jacksonville Beach	31.3%	$203.7 million
6	Dakota Wealth, LLC	Palm Beach Gardens	31.2%	$1.8 billion
7	Xendia Wealth LLC	Miami	31.0%	$123.3 million
8	Instrumental Wealth, LLC	Tampa	30.8%	$132.8 million
9	Code Waechter LLC	Tampa	29.7%	$111.5 million
10	Forza Wealth Management	Sarasota	29.6%	$115.7 million

Top 100 in Florida

Independent RIAs with the biggest asset gains over one year

Independent RIAs with the biggest asset gains over one year in Florida, top 10
Rank	Firm	City	Increase
1	Corient	Miami	$21.6 billion
2	Concurrent Investment Advisors, LLC	Tampa	$5.8 billion
3	Facet	West Palm Beach	$3.7 billion
4	We Family Offices	Coral Gables	$2.4 billion
5	CV Advisors LLC	Aventura	$2.2 billion
6	Indivisible Partners	Clearwater	$1.7 billion
7	Yale Capital Corp.	St. Petersburg	$1.6 billion
8	Lri Investments	Palm Beach Gardens	$1.4 billion
9	Cwa Asset Management Group	Naples	$1.2 billion
10	Valor Advisors LLC	Miami	$882.3 million

Top 100 in Florida

Independent RIAs with the most clients

Independent RIAs with the most clients in Florida, top 10
Rank	Firm	City	Most clients
1	Interest Financial, LLC	Tampa	134,650
2	Corient	Miami	27,092
3	Sound Income Strategies, LLC	Fort Lauderdale	24,814
4	Good Life Advisors, LLC	Celebration	22,596
5	Gravitalix Financial	Coral Springs	19,218
6	Facet	West Palm Beach	17,262
7	Origin Investment Advisory LLC	Sarasota	13,812
8	Concurrent Investment Advisors, LLC	Tampa	13,277
9	Csenge Advisory Group, LLC	Clearwater	7,199
10	Moola Copilot LLC	Naples	5,512

Top 100 in Florida

Independent RIAs with the fastest client growth over one year

Independent RIAs with the fastest client growth over one year in Florida, top 10
Rank	Firm	City	Growth	Starting value
1	Rossby Financial, LLC	Melbourne	237.6%	1,179
2	Allied Private Wealth	Boca Raton	159.1%	176
3	Covingtonalsina	Jacksonville	140.0%	570
4	Synergy Investment Management LLC	Altamonte Springs	132.3%	1,083
5	Dougherty Investment Advisors	Spring Hill	121.4%	187
6	PFG Private Wealth Management, LLC	Lutz	115.3%	444
7	Chiron Capital Management, LLC	Tallahassee	115.1%	424
8	Fund Advisors of America Inc	Orlando	113.5%	274
9	Api Financial Advisors, LLC	Rockledge	110.0%	329
10	Davis Capital Management	Jacksonville	106.2%	225

Top 100 in Florida

Independent RIAs with the most accounts

Independent RIAs with the most accounts in Florida, top 10
Rank	Firm	City	Most accounts
1	Corient	Miami	113,752
2	Facet	West Palm Beach	43,934
3	Concurrent Investment Advisors, LLC	Tampa	41,105
4	Sound Income Strategies, LLC	Fort Lauderdale	24,756
5	Good Life Advisors, LLC	Celebration	21,842
6	Gravitalix Financial	Coral Springs	19,218
7	Csenge Advisory Group, LLC	Clearwater	14,361
8	Moran Wealth Management, LLC	Naples	12,260
9	Dakota Wealth, LLC	Palm Beach Gardens	11,161
10	Royal Fund Management, LLC	Lady Lake	11,041

Top 100 in Florida

Independent RIAs with the most advisory staff

Independent RIAs with the most advisory staff in Florida, top 10
Rank	Firm	City	Most advisory staff
1	Corient	Miami	620
2	Concurrent Investment Advisors, LLC	Tampa	160
3	Sound Income Strategies, LLC	Fort Lauderdale	134
4	Good Life Advisors, LLC	Celebration	88
5	Royal Fund Management, LLC	Lady Lake	83
6	Facet	West Palm Beach	77
7	Portfolio Medics, LLC	Bonita Springs	75
8	Csenge Advisory Group, LLC	Clearwater	67
9	Dakota Wealth, LLC	Palm Beach Gardens	61
10	Origin Investment Advisory LLC	Sarasota	40

Top 100 in Florida

Independent RIAs with the most high net worth clients

Independent RIAs with the most high net worth clients in Florida, top 10
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

Top 100 in Florida

Independent RIAs with the most CFP professionals

Independent RIAs with the most CFP professionals in Florida, top 10
Rank	Firm	City	Most CFP professionals
1	Corient	Miami	280
2	Facet	West Palm Beach	93
3	Concurrent Investment Advisors, LLC	Tampa	75
4	Origin Investment Advisory LLC	Sarasota	32
5	Evensky & Katz/Foldes Wealth Management	Coral Gables	22
6	Csenge Advisory Group, LLC	Clearwater	18
7	Provise Management Group, LLC	Clearwater	16
8	Certified Advisory Corp	Altamonte Springs	15
8	Good Life Advisors, LLC	Celebration	15
8	Dakota Wealth, LLC	Palm Beach Gardens	15

Top 100 in Florida

Newest independent RIAs

Newest independent RIAs in Florida, top 10
Rank	Firm	City	Amount
1	Gryphon Wealth	Jacksonville	$3.2 billion
2	Evertern Wealth, LLC	Naples	$1.6 billion
3	Trillium Wealth LLC	Winter Park	$544.6 million
4	Gravitalix Financial	Coral Springs	$395.2 million
5	Genoa Wealth, LLC	Tampa	$376.7 million
6	Ffo Investments LLC	Tampa	$207.1 million
7	Guardant Wealth Advisors	Miami	$204.4 million
8	Urs Advisory	Jupiter	$200.3 million
9	Siler Wealth Management	Longwood	$188.6 million
10	Structure Wealth Management, LLC	Tampa	$165.7 million

Top 100 in Florida

Over time

From the SEC's yearly files: SEC-registered independent RIAs based in Florida, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Firms
As of	Firms
October 1, 2018	267
October 1, 2019	280
October 1, 2020	307
October 4, 2021	344
October 3, 2022	380
October 5, 2023	404
October 1, 2024	442
September 2, 2025	473
October 2, 2026	607

Regulatory assets under managementSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Regulatory assets under management
As of	Regulatory assets under management
October 1, 2018	$98.0 billion
October 1, 2019	$98.6 billion
October 1, 2020	$121.6 billion
October 4, 2021	$146.5 billion
October 3, 2022	$196.0 billion
October 5, 2023	$278.5 billion
October 1, 2024	$343.2 billion
September 2, 2025	$407.5 billion
October 2, 2026	$513.1 billion

Client accountsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Client accounts
As of	Client accounts
October 1, 2018	184,406
October 1, 2019	280,299
October 1, 2020	270,083
October 4, 2021	298,659
October 3, 2022	401,913
October 5, 2023	434,744
October 1, 2024	518,801
September 2, 2025	569,103
October 2, 2026	759,278

Median firm size (RAUM)SEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Median firm size (RAUM)
As of	Median firm size (RAUM)
October 1, 2018	$203.6 million
October 1, 2019	$195.7 million
October 1, 2020	$224.1 million
October 4, 2021	$214.6 million
October 3, 2022	$246.3 million
October 5, 2023	$231.2 million
October 1, 2024	$239.6 million
September 2, 2025	$270.4 million
October 2, 2026	$249.9 million

The market in Florida now

Headline figures

Headline figures, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Firms	1,707	607	1,100
Regulatory assets under management	$537.9 billion	$513.1 billion	$24.9 billion
Accounts	837,854	759,278	78,576
Clients	560,524	509,378	51,146
Employees	8,927	7,093	1,834
Advisory employees	5,627	4,153	1,474
Investment adviser representatives	5,973	4,504	1,469
Median RAUM	$53.9 million	$249.9 million	$18.1 million
Average RAUM	$369.5 million	$890.7 million	$28.3 million

Firms by size

Advisers grouped by regulatory assets under management.

Firms by size, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Firms under $100 million	891	25	866
RAUM of firms under $100 million	$24.4 billion	$996.5 million	$23.4 billion
Firms $100 million to $250 million	277	263	14
RAUM of firms $100 million to $250 million	$44.3 billion	$42.8 billion	$1.5 billion
Firms $250 million to $500 million	143	143	0
RAUM of firms $250 million to $500 million	$50.2 billion	$50.2 billion	$0
Firms $500 million to $1 billion	77	77	0
RAUM of firms $500 million to $1 billion	$53.1 billion	$53.1 billion	$0
Firms $1 billion to $5 billion	59	59	0
RAUM of firms $1 billion to $5 billion	$121.6 billion	$121.6 billion	$0
Firms $5 billion to $10 billion	5	5	0
RAUM of firms $5 billion to $10 billion	$30.5 billion	$30.5 billion	$0
Firms $10 billion and up	4	4	0
RAUM of firms $10 billion and up	$213.8 billion	$213.8 billion	$0

Concentration

How much of the market the largest advisers hold.

Concentration: independent RIAsAs of October 2, 2026.
Measure	Bar	Value
Top 10 share of RAUM		46.3%
Top 100 share of RAUM		72.9%

Concentration, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Top 10 share of RAUM	46.3%	48.5%	4.2%
Top 100 share of RAUM	72.9%	76.5%	34.3%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: independent RIAsAs of October 2, 2026.
Measure	Bar	Value
Charge a percentage of assets		93.7%
Charge hourly fees		46.6%
Charge subscription fees		1.5%
Charge fixed fees		54.3%
Receive commissions		1.8%
Charge performance-based fees		9.5%
Other compensation		10.4%

How advisers are paid, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Charge a percentage of assets	93.7%	97.5%	91.6%
Charge hourly fees	46.6%	44.6%	47.6%
Charge subscription fees	1.5%	1.0%	1.8%
Charge fixed fees	54.3%	62.9%	49.5%
Receive commissions	1.8%	2.3%	1.5%
Charge performance-based fees	9.5%	10.0%	9.2%
Other compensation	10.4%	10.9%	10.2%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

Custody, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Have custody	60.2%	43.3%	69.5%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

Broker-dealer and other affiliations, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Broker-dealer affiliated	1.3%	2.8%	0.5%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

New firms and successions, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
New registrations	197	79	118
Successions	No data	1	No data

Other measures

Other measures, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Firms reporting RAUM	1,456	576	880
Discretionary RAUM	$439.1 billion	$417.0 billion	$22.1 billion
CFP professionals	1,575	1,259	316
25th percentile RAUM	$12.6 million	$149.0 million	$5.8 million
75th percentile RAUM	$190.3 million	$507.0 million	$42.5 million
90th percentile RAUM	$494.3 million	$1.2 billion	$71.6 million
Average account size	$642,039	$675,714	$316,634
Offer financial planning	68.2%	72.3%	65.9%
RAUM growth, one year	No data	25.9%	No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Miami 143 independent RIAs, $197.9 billion
Tampa 97 independent RIAs, $37.1 billion
Coral Gables 56 independent RIAs, $33.9 billion
Naples 69 independent RIAs, $27.4 billion
Aventura 19 independent RIAs, $19.4 billion
West Palm Beach 41 independent RIAs, $15.8 billion
Jacksonville 57 independent RIAs, $14.0 billion
Palm Beach Gardens 34 independent RIAs, $13.0 billion
St. Petersburg 44 independent RIAs, $12.8 billion
Boca Raton 61 independent RIAs, $10.9 billion
Sarasota 75 independent RIAs, $10.8 billion
Clearwater 25 independent RIAs, $10.2 billion
Fort Lauderdale 32 independent RIAs, $8.4 billion
Orlando 63 independent RIAs, $7.6 billion
Winter Park 31 independent RIAs, $5.7 billion
Jupiter 28 independent RIAs, $4.9 billion
Lakeland 11 independent RIAs, $4.6 billion
Vero Beach 18 independent RIAs, $4.6 billion
Altamonte Springs 8 independent RIAs, $4.1 billion
North Palm Beach 6 independent RIAs, $3.8 billion
Palm Beach 8 independent RIAs, $3.7 billion
Fort Myers 20 independent RIAs, $3.6 billion
Lake Mary 14 independent RIAs, $2.9 billion
Venice 10 independent RIAs, $2.9 billion
Plantation 12 independent RIAs, $2.7 billion
Gainesville 8 independent RIAs, $2.6 billion
Jacksonville Beach 7 independent RIAs, $2.5 billion
Maitland 20 independent RIAs, $2.2 billion
Tallahassee 17 independent RIAs, $2.1 billion
Ponte Vedra Beach 19 independent RIAs, $2.1 billion
Miami Beach 20 independent RIAs, $2.1 billion
Bonita Springs 12 independent RIAs, $1.7 billion
Stuart 21 independent RIAs, $1.6 billion
Melbourne 16 independent RIAs, $1.6 billion
Bradenton 20 independent RIAs, $1.5 billion
Lakewood Ranch 13 independent RIAs, $1.5 billion
Boynton Beach 10 independent RIAs, $1.4 billion
Pensacola 17 independent RIAs, $1.4 billion
Ormond Beach 9 independent RIAs, $1.3 billion
Safety Harbor 6 independent RIAs, $1.2 billion
Ponte Vedra 7 independent RIAs, $1.2 billion
Coral Springs 9 independent RIAs, $1.1 billion
The Villages 9 independent RIAs, $1.1 billion
Delray Beach 20 independent RIAs, $988.1 million
Longwood 6 independent RIAs, $811.1 million
Palm Harbor 12 independent RIAs, $743.0 million
Lutz 8 independent RIAs, $737.1 million
Daytona Beach 7 independent RIAs, $735.4 million
Clermont 9 independent RIAs, $657.0 million
Port Charlotte 6 independent RIAs, $619.0 million
Winter Garden 6 independent RIAs, $617.8 million
St. Augustine 9 independent RIAs, $617.0 million
Ocala 12 independent RIAs, $616.0 million
Longboat Key 5 independent RIAs, $575.0 million
Estero 7 independent RIAs, $525.1 million
Hollywood 8 independent RIAs, $462.2 million
Seminole 5 independent RIAs, $461.3 million
Key Biscayne 6 independent RIAs, $452.7 million
Weston 6 independent RIAs, $429.9 million
Santa Rosa Beach 6 independent RIAs, $418.4 million
Port St. Lucie 5 independent RIAs, $388.2 million
Fleming Island 5 independent RIAs, $359.2 million
Wellington 5 independent RIAs, $294.3 million
Palm Coast 5 independent RIAs, $233.5 million
Winter Haven 5 independent RIAs, $217.0 million
Wesley Chapel 5 independent RIAs, $186.7 million
Davie 6 independent RIAs, $168.5 million
Indialantic 5 independent RIAs, $159.7 million
Oviedo 8 independent RIAs, $133.9 million
Parkland 5 independent RIAs, $109.5 million
Deland 5 independent RIAs, $104.6 million
Cape Coral 6 independent RIAs, $61.3 million
Sunny Isles Beach 5 independent RIAs, $3.0 million

Cities with at least five independent RIAs.

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.