City
Wealth management firms in Palm Coast, Florida
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Palm Coast, Florida reported $233.5 million in regulatory assets under management; the largest by assets was Baffin Advisors LLC, with $103.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $233.5 million
- Average per firm
- $46.7 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Baffin Advisors LLC | SEC | $103.9 million | 26 |
| 2 | Capstone Investment Management LLC | State | $93.5 million | 546 |
| 3 | Reap in Wealth Management, LLC | State | $34.5 million | 634 |
| 4 | Johnson Wealth Management, LLC | State | $1.6 million | 12 |
| 5 | Albert Capital Management 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.