{"type":"ria_state","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs in Florida","lead":"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.","as_of":"2026-10-02","facts":{"state":"Florida","code":"FL","population":"Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.","latest":{"independent":{"accounts":837854,"firms":1707,"median_raum":53857716,"raum":537934915033,"advisory_employees":5627,"avg_account":642038.965061932,"band_100m_250m":277,"band_100m_250m_raum":44297696358,"band_10b_plus":4,"band_10b_plus_raum":213816493176,"band_1b_5b":59,"band_1b_5b_raum":121647257448,"band_250m_500m":143,"band_250m_500m_raum":50176310486,"band_500m_1b":77,"band_500m_1b_raum":53115434998,"band_5b_10b":5,"band_5b_10b_raum":30464850644,"band_lt100m":891,"band_lt100m_raum":24416871923,"bd_affiliated_share":0.0134739308728764,"cfp_professionals":1575,"clients":560524,"custody_share":0.601640304628002,"employees":8927,"fee_aum_pct_share":0.937316930287053,"fee_commissions_share":0.0181605155243117,"fee_fixed_share":0.543057996485061,"fee_hourly_share":0.46572934973638,"fee_other_share":0.104276508494435,"fee_performance_share":0.0949033391915641,"fee_subscription_share":0.0152314001171646,"financial_planning_share":0.681898066783831,"firms_with_raum":1456,"iars":5973,"mean_raum":369460793.291896,"new_firms":197,"p25_raum":12554361.75,"p75_raum":190320357,"p90_raum":494260689,"raum_discretionary":439136419765,"top100_share":0.729197079096337,"top10_share":0.462501708725743},"independent_sec":{"accounts":759278,"firms":607,"median_raum":249889357,"raum":513055116189,"advisory_employees":4153,"avg_account":675714.450028843,"band_100m_250m":263,"band_100m_250m_raum":42838287984,"band_10b_plus":4,"band_10b_plus_raum":213816493176,"band_1b_5b":59,"band_1b_5b_raum":121647257448,"band_250m_500m":143,"band_250m_500m_raum":50176310486,"band_500m_1b":77,"band_500m_1b_raum":53115434998,"band_5b_10b":5,"band_5b_10b_raum":30464850644,"band_lt100m":25,"band_lt100m_raum":996481453,"bd_affiliated_share":0.028006589785832,"cfp_professionals":1259,"clients":509378,"custody_share":0.4332784184514,"employees":7093,"fee_aum_pct_share":0.975288303130148,"fee_commissions_share":0.0230642504118616,"fee_fixed_share":0.629324546952224,"fee_hourly_share":0.446457990115321,"fee_other_share":0.108731466227348,"fee_performance_share":0.100494233937397,"fee_subscription_share":0.00988467874794069,"financial_planning_share":0.723228995057661,"firms_with_raum":576,"iars":4504,"mean_raum":890720687.828125,"new_firms":79,"p25_raum":148999344,"p75_raum":507026015,"p90_raum":1206962655,"raum_discretionary":416995201467,"raum_growth_1y":0.259176417588573,"successions":1,"top100_share":0.764558341606126,"top10_share":0.484929999790409},"state":{"accounts":78576,"firms":1100,"median_raum":18061137,"raum":24879798844,"advisory_employees":1474,"avg_account":316633.562970882,"band_100m_250m":14,"band_100m_250m_raum":1459408374,"band_10b_plus":0,"band_10b_plus_raum":0,"band_1b_5b":0,"band_1b_5b_raum":0,"band_250m_500m":0,"band_250m_500m_raum":0,"band_500m_1b":0,"band_500m_1b_raum":0,"band_5b_10b":0,"band_5b_10b_raum":0,"band_lt100m":866,"band_lt100m_raum":23420390470,"bd_affiliated_share":0.00545454545454545,"cfp_professionals":316,"clients":51146,"custody_share":0.694545454545455,"employees":1834,"fee_aum_pct_share":0.916363636363636,"fee_commissions_share":0.0154545454545455,"fee_fixed_share":0.495454545454545,"fee_hourly_share":0.476363636363636,"fee_other_share":0.101818181818182,"fee_performance_share":0.0918181818181818,"fee_subscription_share":0.0181818181818182,"financial_planning_share":0.659090909090909,"firms_with_raum":880,"iars":1469,"mean_raum":28272498.6863636,"new_firms":118,"p25_raum":5793201.25,"p75_raum":42459331.5,"p90_raum":71580548.4,"raum_discretionary":22141218298,"top100_share":0.342833044369931,"top10_share":0.0424527120827071}},"broker_dealer_affiliated_not_included":{"firms":95,"raum":999756308428},"series":{"firms":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":267},{"as_of":"2019-10-01","value":280},{"as_of":"2020-10-01","value":307},{"as_of":"2021-10-04","value":344},{"as_of":"2022-10-03","value":380},{"as_of":"2023-10-05","value":404},{"as_of":"2024-10-01","value":442},{"as_of":"2025-09-02","value":473},{"as_of":"2026-10-02","value":607}]},"raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":97993410854},{"as_of":"2019-10-01","value":98606567071},{"as_of":"2020-10-01","value":121634125578},{"as_of":"2021-10-04","value":146523377455},{"as_of":"2022-10-03","value":195969845676},{"as_of":"2023-10-05","value":278486005752},{"as_of":"2024-10-01","value":343236034553},{"as_of":"2025-09-02","value":407452926391},{"as_of":"2026-10-02","value":513055116189}]},"accounts":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":184406},{"as_of":"2019-10-01","value":280299},{"as_of":"2020-10-01","value":270083},{"as_of":"2021-10-04","value":298659},{"as_of":"2022-10-03","value":401913},{"as_of":"2023-10-05","value":434744},{"as_of":"2024-10-01","value":518801},{"as_of":"2025-09-02","value":569103},{"as_of":"2026-10-02","value":759278}]},"median_raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":203625341},{"as_of":"2019-10-01","value":195705643},{"as_of":"2020-10-01","value":224119682},{"as_of":"2021-10-04","value":214638348},{"as_of":"2022-10-03","value":246313980},{"as_of":"2023-10-05","value":231153910.5},{"as_of":"2024-10-01","value":239561616.5},{"as_of":"2025-09-02","value":270415500},{"as_of":"2026-10-02","value":249889357}]}},"top_10":{"largest":[{"rank":1,"crd":319448,"firm":"Corient","city":"Miami","value":165252436553},{"rank":2,"crd":109869,"firm":"We Family Offices","city":"Coral Gables","value":17752394957},{"rank":3,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","value":15727990844},{"rank":4,"crd":164817,"firm":"CV Advisors LLC","city":"Aventura","value":15083670822},{"rank":5,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":7603700943},{"rank":6,"crd":297987,"firm":"Dakota Wealth, LLC","city":"Palm Beach Gardens","value":6941956964},{"rank":7,"crd":126992,"firm":"Yale Capital Corp.","city":"St. Petersburg","value":5621296070},{"rank":8,"crd":158369,"firm":"Gentrust","city":"Miami","value":5202073997},{"rank":9,"crd":319208,"firm":"Moran Wealth Management, LLC","city":"Naples","value":5095822670},{"rank":10,"crd":158940,"firm":"Cwa Asset Management Group","city":"Naples","value":4514473566}],"fastest-growing":[{"rank":1,"crd":332978,"firm":"The Life Wealth Group","city":"Winter Garden","value":1.76059884449373},{"rank":2,"crd":326117,"firm":"Legacy Wealth Advisors, LLC","city":"North Miami Beach","value":1.65184642933976},{"rank":3,"crd":324631,"firm":"Rossby Financial, LLC","city":"Melbourne","value":1.38347722601244},{"rank":4,"crd":330058,"firm":"Ponta Wealth Partners, LLC","city":"Winter Park","value":1.09745503023749},{"rank":5,"crd":289142,"firm":"Blacktower Financial Management (US) LLC","city":"Orlando","value":1.07109854382527},{"rank":6,"crd":323556,"firm":"Lri Investments","city":"Palm Beach Gardens","value":0.98085289639625},{"rank":7,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":0.967303505943208},{"rank":8,"crd":143190,"firm":"Seven Hills Financial, LLC","city":"Tallahassee","value":0.884049769628473},{"rank":9,"crd":329367,"firm":"Tiempo Capital Partners","city":"Miami","value":0.793562276944574},{"rank":10,"crd":319092,"firm":"Cogent Private Wealth","city":"Orlando","value":0.768731996211961}],"fastest-growing-3-year":[{"rank":1,"crd":122448,"firm":"Fifth Avenue Family Office","city":"Naples","value":0.92060437213765},{"rank":2,"crd":304445,"firm":"Greenbridge Partners LLC","city":"Lakeland","value":0.55401041253595},{"rank":3,"crd":307387,"firm":"Hoxton Wealth","city":"Orlando","value":0.544942249201464},{"rank":4,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":0.540946553058086},{"rank":5,"crd":305793,"firm":"Swan Capital","city":"Pensacola","value":0.508319316100142},{"rank":6,"crd":156345,"firm":"Compass Financial Management LLC","city":"Tampa","value":0.50226676175788},{"rank":7,"crd":322287,"firm":"Fidelis Capital","city":"Tampa","value":0.497477472816592},{"rank":8,"crd":206518,"firm":"Walser Wealth Management Company, A Limited Liability Company","city":"Tampa","value":0.4819743737244},{"rank":9,"crd":167517,"firm":"Victrix Investment Advisors","city":"Stuart","value":0.465204276813763},{"rank":10,"crd":321991,"firm":"Base Wealth Management","city":"Lakewood Ranch","value":0.449214413707854}],"fastest-growing-5-year":[{"rank":1,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":0.565927712975693},{"rank":2,"crd":156345,"firm":"Compass Financial Management LLC","city":"Tampa","value":0.443468115878252},{"rank":3,"crd":122448,"firm":"Fifth Avenue Family Office","city":"Naples","value":0.354543983701215},{"rank":4,"crd":156150,"firm":"Activest Wealth Management, LLC","city":"Aventura","value":0.322848831349625},{"rank":5,"crd":307618,"firm":"Fortress Wealth Planning","city":"Jacksonville Beach","value":0.312615769288573},{"rank":6,"crd":297987,"firm":"Dakota Wealth, LLC","city":"Palm Beach Gardens","value":0.312100894679935},{"rank":7,"crd":157973,"firm":"Xendia Wealth LLC","city":"Miami","value":0.309835112887616},{"rank":8,"crd":310788,"firm":"Instrumental Wealth, LLC","city":"Tampa","value":0.307811226994532},{"rank":9,"crd":289372,"firm":"Code Waechter LLC","city":"Tampa","value":0.296963284520248},{"rank":10,"crd":281075,"firm":"Forza Wealth Management","city":"Sarasota","value":0.295526997473146}],"biggest-asset-gains":[{"rank":1,"crd":319448,"firm":"Corient","city":"Miami","value":21623903651},{"rank":2,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","value":5826351658},{"rank":3,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":3738663891},{"rank":4,"crd":109869,"firm":"We Family Offices","city":"Coral Gables","value":2387594240},{"rank":5,"crd":164817,"firm":"CV Advisors LLC","city":"Aventura","value":2228150267},{"rank":6,"crd":332431,"firm":"Indivisible Partners","city":"Clearwater","value":1658326466},{"rank":7,"crd":126992,"firm":"Yale Capital Corp.","city":"St. Petersburg","value":1577872998},{"rank":8,"crd":323556,"firm":"Lri Investments","city":"Palm Beach Gardens","value":1377155095},{"rank":9,"crd":158940,"firm":"Cwa Asset Management Group","city":"Naples","value":1173813359},{"rank":10,"crd":171358,"firm":"Valor Advisors LLC","city":"Miami","value":882257213}],"most-clients":[{"rank":1,"crd":300418,"firm":"Interest Financial, LLC","city":"Tampa","value":134650},{"rank":2,"crd":319448,"firm":"Corient","city":"Miami","value":27092},{"rank":3,"crd":173272,"firm":"Sound Income Strategies, LLC","city":"Fort Lauderdale","value":24814},{"rank":4,"crd":171898,"firm":"Good Life Advisors, LLC","city":"Celebration","value":22596},{"rank":5,"crd":340206,"firm":"Gravitalix Financial","city":"Coral Springs","value":19218},{"rank":6,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":17262},{"rank":7,"crd":305353,"firm":"Origin Investment Advisory LLC","city":"Sarasota","value":13812},{"rank":8,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","value":13277},{"rank":9,"crd":131167,"firm":"Csenge Advisory Group, LLC","city":"Clearwater","value":7199},{"rank":10,"crd":334132,"firm":"Moola Copilot LLC","city":"Naples","value":5512}],"client-growth":[{"rank":1,"crd":324631,"firm":"Rossby Financial, LLC","city":"Melbourne","value":2.37574215436811},{"rank":2,"crd":328952,"firm":"Allied Private Wealth","city":"Boca Raton","value":1.59090909090909},{"rank":3,"crd":326810,"firm":"Covingtonalsina","city":"Jacksonville","value":1.4},{"rank":4,"crd":305961,"firm":"Synergy Investment Management LLC","city":"Altamonte Springs","value":1.32317636195753},{"rank":5,"crd":142284,"firm":"Dougherty Investment Advisors","city":"Spring Hill","value":1.21390374331551},{"rank":6,"crd":282301,"firm":"PFG Private Wealth Management, LLC","city":"Lutz","value":1.15315315315315},{"rank":7,"crd":308286,"firm":"Chiron Capital Management, LLC","city":"Tallahassee","value":1.15094339622642},{"rank":8,"crd":112567,"firm":"Fund Advisors of America Inc","city":"Orlando","value":1.13503649635036},{"rank":9,"crd":304586,"firm":"Api Financial Advisors, LLC","city":"Rockledge","value":1.10030395136778},{"rank":10,"crd":149014,"firm":"Davis Capital Management","city":"Jacksonville","value":1.06222222222222}],"most-accounts":[{"rank":1,"crd":319448,"firm":"Corient","city":"Miami","value":113752},{"rank":2,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":43934},{"rank":3,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","value":41105},{"rank":4,"crd":173272,"firm":"Sound Income Strategies, LLC","city":"Fort Lauderdale","value":24756},{"rank":5,"crd":171898,"firm":"Good Life Advisors, LLC","city":"Celebration","value":21842},{"rank":6,"crd":340206,"firm":"Gravitalix Financial","city":"Coral Springs","value":19218},{"rank":7,"crd":131167,"firm":"Csenge Advisory Group, LLC","city":"Clearwater","value":14361},{"rank":8,"crd":319208,"firm":"Moran Wealth Management, LLC","city":"Naples","value":12260},{"rank":9,"crd":297987,"firm":"Dakota Wealth, LLC","city":"Palm Beach Gardens","value":11161},{"rank":10,"crd":144434,"firm":"Royal Fund Management, LLC","city":"Lady Lake","value":11041}],"most-advisory-staff":[{"rank":1,"crd":319448,"firm":"Corient","city":"Miami","value":620},{"rank":2,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","value":160},{"rank":3,"crd":173272,"firm":"Sound Income Strategies, LLC","city":"Fort Lauderdale","value":134},{"rank":4,"crd":171898,"firm":"Good Life Advisors, LLC","city":"Celebration","value":88},{"rank":5,"crd":144434,"firm":"Royal Fund Management, LLC","city":"Lady Lake","value":83},{"rank":6,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":77},{"rank":7,"crd":145958,"firm":"Portfolio Medics, LLC","city":"Bonita Springs","value":75},{"rank":8,"crd":131167,"firm":"Csenge Advisory Group, LLC","city":"Clearwater","value":67},{"rank":9,"crd":297987,"firm":"Dakota Wealth, LLC","city":"Palm Beach Gardens","value":61},{"rank":10,"crd":305353,"firm":"Origin Investment Advisory LLC","city":"Sarasota","value":40}],"most-hnw-clients":[{"rank":1,"crd":319448,"firm":"Corient","city":"Miami","value":19571},{"rank":2,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","value":3009},{"rank":3,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":2928},{"rank":4,"crd":297987,"firm":"Dakota Wealth, LLC","city":"Palm Beach Gardens","value":1287},{"rank":5,"crd":120990,"firm":"Certified Advisory Corp","city":"Altamonte Springs","value":1001},{"rank":6,"crd":319208,"firm":"Moran Wealth Management, LLC","city":"Naples","value":981},{"rank":7,"crd":327350,"firm":"Spirepoint Private Client, LLC","city":"Vero Beach","value":930},{"rank":8,"crd":158940,"firm":"Cwa Asset Management Group","city":"Naples","value":923},{"rank":9,"crd":131167,"firm":"Csenge Advisory Group, LLC","city":"Clearwater","value":831},{"rank":10,"crd":171898,"firm":"Good Life Advisors, LLC","city":"Celebration","value":789}],"most-cfp-professionals":[{"rank":1,"crd":319448,"firm":"Corient","city":"Miami","value":280},{"rank":2,"crd":285961,"firm":"Facet","city":"West Palm Beach","value":93},{"rank":3,"crd":323135,"firm":"Concurrent Investment Advisors, LLC","city":"Tampa","value":75},{"rank":4,"crd":305353,"firm":"Origin Investment Advisory LLC","city":"Sarasota","value":32},{"rank":5,"crd":109698,"firm":"Evensky & Katz/Foldes Wealth Management","city":"Coral Gables","value":22},{"rank":6,"crd":131167,"firm":"Csenge Advisory Group, LLC","city":"Clearwater","value":18},{"rank":7,"crd":105375,"firm":"Provise Management Group, LLC","city":"Clearwater","value":16},{"rank":8,"crd":120990,"firm":"Certified Advisory Corp","city":"Altamonte Springs","value":15},{"rank":8,"crd":171898,"firm":"Good Life Advisors, LLC","city":"Celebration","value":15},{"rank":8,"crd":297987,"firm":"Dakota Wealth, LLC","city":"Palm Beach Gardens","value":15}],"newest":[{"rank":1,"crd":339969,"firm":"Gryphon Wealth","city":"Jacksonville","value":3244339200},{"rank":2,"crd":340830,"firm":"Evertern Wealth, LLC","city":"Naples","value":1564247778},{"rank":3,"crd":341186,"firm":"Trillium Wealth LLC","city":"Winter Park","value":544636725},{"rank":4,"crd":340206,"firm":"Gravitalix Financial","city":"Coral Springs","value":395184367},{"rank":5,"crd":341520,"firm":"Genoa Wealth, LLC","city":"Tampa","value":376694495},{"rank":6,"crd":338887,"firm":"Ffo Investments LLC","city":"Tampa","value":207088515},{"rank":7,"crd":339708,"firm":"Guardant Wealth Advisors","city":"Miami","value":204432838},{"rank":8,"crd":289892,"firm":"Urs Advisory","city":"Jupiter","value":200312614},{"rank":9,"crd":108682,"firm":"Siler Wealth Management","city":"Longwood","value":188567348},{"rank":10,"crd":343156,"firm":"Structure Wealth Management, LLC","city":"Tampa","value":165701905}]},"cities":[{"name":"Miami","independent_rias":143,"raum":197926657968,"url":"https://advisoriq.com/ria/states/florida/miami/"},{"name":"Tampa","independent_rias":97,"raum":37083826824,"url":"https://advisoriq.com/ria/states/florida/tampa/"},{"name":"Coral Gables","independent_rias":56,"raum":33943201385,"url":"https://advisoriq.com/ria/states/florida/coral-gables/"},{"name":"Naples","independent_rias":69,"raum":27376817201,"url":"https://advisoriq.com/ria/states/florida/naples/"},{"name":"Aventura","independent_rias":19,"raum":19381225231,"url":"https://advisoriq.com/ria/states/florida/aventura/"},{"name":"West Palm Beach","independent_rias":41,"raum":15805099080,"url":"https://advisoriq.com/ria/states/florida/west-palm-beach/"},{"name":"Jacksonville","independent_rias":57,"raum":13986902626,"url":"https://advisoriq.com/ria/states/florida/jacksonville/"},{"name":"Palm Beach Gardens","independent_rias":34,"raum":13019814446,"url":"https://advisoriq.com/ria/states/florida/palm-beach-gardens/"},{"name":"St. Petersburg","independent_rias":44,"raum":12819652536,"url":"https://advisoriq.com/ria/states/florida/st-petersburg/"},{"name":"Boca Raton","independent_rias":61,"raum":10860917653,"url":"https://advisoriq.com/ria/states/florida/boca-raton/"},{"name":"Sarasota","independent_rias":75,"raum":10792934705,"url":"https://advisoriq.com/ria/states/florida/sarasota/"},{"name":"Clearwater","independent_rias":25,"raum":10204084287,"url":"https://advisoriq.com/ria/states/florida/clearwater/"},{"name":"Fort Lauderdale","independent_rias":32,"raum":8385737114,"url":"https://advisoriq.com/ria/states/florida/fort-lauderdale/"},{"name":"Orlando","independent_rias":63,"raum":7628669651,"url":"https://advisoriq.com/ria/states/florida/orlando/"},{"name":"Winter Park","independent_rias":31,"raum":5748002372,"url":"https://advisoriq.com/ria/states/florida/winter-park/"},{"name":"Jupiter","independent_rias":28,"raum":4884525435,"url":"https://advisoriq.com/ria/states/florida/jupiter/"},{"name":"Lakeland","independent_rias":11,"raum":4585981603,"url":"https://advisoriq.com/ria/states/florida/lakeland/"},{"name":"Vero Beach","independent_rias":18,"raum":4559035202,"url":"https://advisoriq.com/ria/states/florida/vero-beach/"},{"name":"Altamonte Springs","independent_rias":8,"raum":4050955710,"url":"https://advisoriq.com/ria/states/florida/altamonte-springs/"},{"name":"North Palm Beach","independent_rias":6,"raum":3807131784,"url":"https://advisoriq.com/ria/states/florida/north-palm-beach/"},{"name":"Palm Beach","independent_rias":8,"raum":3656629210,"url":"https://advisoriq.com/ria/states/florida/palm-beach/"},{"name":"Fort Myers","independent_rias":20,"raum":3575010047,"url":"https://advisoriq.com/ria/states/florida/fort-myers/"},{"name":"Lake Mary","independent_rias":14,"raum":2937560284,"url":"https://advisoriq.com/ria/states/florida/lake-mary/"},{"name":"Venice","independent_rias":10,"raum":2854960057,"url":"https://advisoriq.com/ria/states/florida/venice/"},{"name":"Plantation","independent_rias":12,"raum":2654564533,"url":"https://advisoriq.com/ria/states/florida/plantation/"},{"name":"Gainesville","independent_rias":8,"raum":2648209222,"url":"https://advisoriq.com/ria/states/florida/gainesville/"},{"name":"Jacksonville Beach","independent_rias":7,"raum":2522586299,"url":"https://advisoriq.com/ria/states/florida/jacksonville-beach/"},{"name":"Maitland","independent_rias":20,"raum":2193389185,"url":"https://advisoriq.com/ria/states/florida/maitland/"},{"name":"Tallahassee","independent_rias":17,"raum":2120460566,"url":"https://advisoriq.com/ria/states/florida/tallahassee/"},{"name":"Ponte Vedra Beach","independent_rias":19,"raum":2089085917,"url":"https://advisoriq.com/ria/states/florida/ponte-vedra-beach/"},{"name":"Miami Beach","independent_rias":20,"raum":2065806946,"url":"https://advisoriq.com/ria/states/florida/miami-beach/"},{"name":"Bonita Springs","independent_rias":12,"raum":1720724922,"url":"https://advisoriq.com/ria/states/florida/bonita-springs/"},{"name":"Stuart","independent_rias":21,"raum":1607130853,"url":"https://advisoriq.com/ria/states/florida/stuart/"},{"name":"Melbourne","independent_rias":16,"raum":1586342332,"url":"https://advisoriq.com/ria/states/florida/melbourne/"},{"name":"Bradenton","independent_rias":20,"raum":1527056101,"url":"https://advisoriq.com/ria/states/florida/bradenton/"},{"name":"Lakewood Ranch","independent_rias":13,"raum":1468379098,"url":"https://advisoriq.com/ria/states/florida/lakewood-ranch/"},{"name":"Boynton Beach","independent_rias":10,"raum":1442160953,"url":"https://advisoriq.com/ria/states/florida/boynton-beach/"},{"name":"Pensacola","independent_rias":17,"raum":1424335377,"url":"https://advisoriq.com/ria/states/florida/pensacola/"},{"name":"Ormond Beach","independent_rias":9,"raum":1308112950,"url":"https://advisoriq.com/ria/states/florida/ormond-beach/"},{"name":"Safety Harbor","independent_rias":6,"raum":1232605117,"url":"https://advisoriq.com/ria/states/florida/safety-harbor/"},{"name":"Ponte Vedra","independent_rias":7,"raum":1162070535,"url":"https://advisoriq.com/ria/states/florida/ponte-vedra/"},{"name":"Coral Springs","independent_rias":9,"raum":1076269767,"url":"https://advisoriq.com/ria/states/florida/coral-springs/"},{"name":"The Villages","independent_rias":9,"raum":1056892169,"url":"https://advisoriq.com/ria/states/florida/the-villages/"},{"name":"Delray Beach","independent_rias":20,"raum":988122178,"url":"https://advisoriq.com/ria/states/florida/delray-beach/"},{"name":"Longwood","independent_rias":6,"raum":811132078,"url":"https://advisoriq.com/ria/states/florida/longwood/"},{"name":"Palm Harbor","independent_rias":12,"raum":743015189,"url":"https://advisoriq.com/ria/states/florida/palm-harbor/"},{"name":"Lutz","independent_rias":8,"raum":737146553,"url":"https://advisoriq.com/ria/states/florida/lutz/"},{"name":"Daytona Beach","independent_rias":7,"raum":735395463,"url":"https://advisoriq.com/ria/states/florida/daytona-beach/"},{"name":"Clermont","independent_rias":9,"raum":656954853,"url":"https://advisoriq.com/ria/states/florida/clermont/"},{"name":"Port Charlotte","independent_rias":6,"raum":619014895,"url":"https://advisoriq.com/ria/states/florida/port-charlotte/"},{"name":"Winter Garden","independent_rias":6,"raum":617783994,"url":"https://advisoriq.com/ria/states/florida/winter-garden/"},{"name":"St. Augustine","independent_rias":9,"raum":617022730,"url":"https://advisoriq.com/ria/states/florida/st-augustine/"},{"name":"Ocala","independent_rias":12,"raum":616017797,"url":"https://advisoriq.com/ria/states/florida/ocala/"},{"name":"Longboat Key","independent_rias":5,"raum":574966916,"url":"https://advisoriq.com/ria/states/florida/longboat-key/"},{"name":"Estero","independent_rias":7,"raum":525119030,"url":"https://advisoriq.com/ria/states/florida/estero/"},{"name":"Hollywood","independent_rias":8,"raum":462189295,"url":"https://advisoriq.com/ria/states/florida/hollywood/"},{"name":"Seminole","independent_rias":5,"raum":461287088,"url":"https://advisoriq.com/ria/states/florida/seminole/"},{"name":"Key Biscayne","independent_rias":6,"raum":452679108,"url":"https://advisoriq.com/ria/states/florida/key-biscayne/"},{"name":"Weston","independent_rias":6,"raum":429945896,"url":"https://advisoriq.com/ria/states/florida/weston/"},{"name":"Santa Rosa Beach","independent_rias":6,"raum":418437989,"url":"https://advisoriq.com/ria/states/florida/santa-rosa-beach/"},{"name":"Port St. Lucie","independent_rias":5,"raum":388158476,"url":"https://advisoriq.com/ria/states/florida/port-st-lucie/"},{"name":"Fleming Island","independent_rias":5,"raum":359228485,"url":"https://advisoriq.com/ria/states/florida/fleming-island/"},{"name":"Wellington","independent_rias":5,"raum":294328156,"url":"https://advisoriq.com/ria/states/florida/wellington/"},{"name":"Palm Coast","independent_rias":5,"raum":233472776,"url":"https://advisoriq.com/ria/states/florida/palm-coast/"},{"name":"Winter Haven","independent_rias":5,"raum":217015628,"url":"https://advisoriq.com/ria/states/florida/winter-haven/"},{"name":"Wesley Chapel","independent_rias":5,"raum":186740883,"url":"https://advisoriq.com/ria/states/florida/wesley-chapel/"},{"name":"Davie","independent_rias":6,"raum":168467549,"url":"https://advisoriq.com/ria/states/florida/davie/"},{"name":"Indialantic","independent_rias":5,"raum":159714678,"url":"https://advisoriq.com/ria/states/florida/indialantic/"},{"name":"Oviedo","independent_rias":8,"raum":133924454,"url":"https://advisoriq.com/ria/states/florida/oviedo/"},{"name":"Parkland","independent_rias":5,"raum":109453105,"url":"https://advisoriq.com/ria/states/florida/parkland/"},{"name":"Deland","independent_rias":5,"raum":104573898,"url":"https://advisoriq.com/ria/states/florida/deland/"},{"name":"Cape Coral","independent_rias":6,"raum":61302228,"url":"https://advisoriq.com/ria/states/florida/cape-coral/"},{"name":"Sunny Isles Beach","independent_rias":5,"raum":2968009,"url":"https://advisoriq.com/ria/states/florida/sunny-isles-beach/"}],"iar_ce_status":"in effect"},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"},{"url":"https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/","checked":"2026-10-05","label":"NASAA IAR CE map"}],"related":[{"title":"RIA market data by state","url":"https://advisoriq.com/ria/states/"},{"title":"Largest independent RIAs by assets under management in Florida","url":"https://advisoriq.com/ria/rankings/largest/florida/"},{"title":"Fastest-growing independent RIAs over one year in Florida","url":"https://advisoriq.com/ria/rankings/fastest-growing/florida/"},{"title":"Fastest-growing independent RIAs over three years in Florida","url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/florida/"},{"title":"Fastest-growing independent RIAs over five years in Florida","url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/florida/"},{"title":"IAR CE in Florida","url":"https://advisoriq.com/ce/iar/florida/"}],"notes":["Firms are placed in the state of their main office.","History covers SEC-registered firms only, from October 2018."],"url":"https://advisoriq.com/ria/states/florida/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/florida/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}