City
Independent RIAs in Parkland, Florida
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Parkland, Florida reported $109.5 million in regulatory assets under management; the largest by assets was Jurick Financial Services, with $52.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $109.5 million
- Average per firm
- $21.9 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Jurick Financial Services | State | $52.1 million | 258 |
| 2 | Waxman Financial | State | $29.0 million | 109 |
| 3 | Gateway Capital Management | State | $28.4 million | 62 |
| 4 | Clark Financial Planning Services LLC | State | $0 | 0 |
| 5 | First Retirement Services LLC | State | $0 | 0 |
Independent RIAs 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.