City
Independent RIAs in Plantation, Florida
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Plantation, Florida reported $2.7 billion in regulatory assets under management; the largest by assets was Tobias Financial Advisors, with $1.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $221.2 million
- SEC-registered, of those listed
- 5 of 12 (41.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tobias Financial Advisors | SEC | $1.2 billion | 2,178 |
| 2 | MG&A Wealth | SEC | $1.0 billion | 1,924 |
| 3 | Sterling Wealth Advisors, Inc. | SEC | $223.5 million | 348 |
| 4 | Abacus Capital Advisors | SEC | $119.5 million | 80 |
| 5 | Envision Asset Management, Inc. | State | $55.8 million | 27 |
| 6 | Everglades Resources, Inc. | State | $31.4 million | 65 |
| 7 | Fallenbaum CPA & Advisors, LLC | State | $7.6 million | 27 |
| 8 | Emergent Fortuity Financial, LLC | State | $3.1 million | 48 |
| 9 | Namm Financial LLC | State | $2.8 million | 18 |
| 10 | El Castillo Investments | SEC | $1.8 million | 22 |
| 11 | Insight Wealth Management LLC | State | $0 | 0 |
| 12 | Olea Advisory Services | 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.