# 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.

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

## 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

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Florida](https://advisoriq.com/ria/rankings/largest/florida/)
- [Fastest-growing independent RIAs over one year in Florida](https://advisoriq.com/ria/rankings/fastest-growing/florida/)
- [Fastest-growing independent RIAs over three years in Florida](https://advisoriq.com/ria/rankings/fastest-growing-3-year/florida/)
- [Fastest-growing independent RIAs over five years in Florida](https://advisoriq.com/ria/rankings/fastest-growing-5-year/florida/)
- [IAR CE in Florida](https://advisoriq.com/ce/iar/florida/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/florida/

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