City
Wealth management firms in Gainesville, Florida
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Gainesville, Florida reported $2.7 billion in regulatory assets under management; the largest by assets was Koss-Olinger Consulting, LLC., with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $298.8 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Koss-Olinger Consulting, LLC. | SEC | $2.2 billion | 2,920 |
| 2 | Together Planning | SEC | $176.0 million | 587 |
| 3 | Chacon Diaz & DI Virgilio Wealth Management, LLC | SEC | $90.3 million | 675 |
| 4 | The Ducoat Financial Group | State | $71.3 million | 249 |
| 5 | Strategic Asset Planning 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. | State | $41.2 million | 114 |
| 6 | Lentz Advisors | State | $40.4 million | 108 |
| 7 | McDavid & Company Wealth Management Services | State | $28.4 million | 77 |
| 8 | Revision Wealth Management LLC | State | $13.0 million | 240 |
| 9 | Holly Donaldson Financial Planning, LLC | 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.