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Wealth management firms in Parkland, Florida

As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, 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.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
6
Regulatory assets under management
$109.5 million
Average per firm
$18.2 million
SEC-registered, of those listed
0 of 6 (0.0%)

Firms by assets

Wealth management firms in Parkland, Florida, largest first
#FirmRegistrationRAUMAccounts
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
6 Galaxy Wealth Management, LLC 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 $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.