City
Wealth management firms in Coral Springs, Florida
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Coral Springs, Florida reported $1.1 billion in regulatory assets under management; the largest by assets was Gravitalix Financial, with $395.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $119.6 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gravitalix Financial | SEC | $395.2 million | 19,218 |
| 2 | Personal Financial Profiles Inc | SEC | $335.3 million | 369 |
| 3 | FR Financial Advisors LLC | SEC | $135.7 million | 310 |
| 4 | Kris Lewicki & Associates, LLC | State | $95.8 million | 225 |
| 5 | Prosperitus Wealth Advisors | State | $69.4 million | 446 |
| 6 | Bhuta Wealth Management, LLC | State | $20.0 million | 38 |
| 7 | Carrack Capital Inc. | State | $18.6 million | 4 |
| 8 | Client First Financial Advisors, LLC | State | $6.3 million | 16 |
| 9 | Profitable Financial Strategies | State | $0 | 0 |
Wealth management firms in Florida, including every city.
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.