City
Wealth management firms in Plantation, Florida
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $208.7 million
- SEC-registered, of those listed
- 5 of 13 (38.5%)
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 | Akar Capital Management, Inc. 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 | $58.0 million | 64 |
| 6 | Envision Asset Management, Inc. | State | $55.8 million | 27 |
| 7 | Everglades Resources, Inc. | State | $31.4 million | 65 |
| 8 | Fallenbaum CPA & Advisors, LLC | State | $7.6 million | 27 |
| 9 | Emergent Fortuity Financial, LLC | State | $3.1 million | 48 |
| 10 | Namm Financial LLC | State | $2.8 million | 18 |
| 11 | El Castillo Investments | SEC | $1.8 million | 22 |
| 12 | Insight Wealth Management LLC | State | $0 | 0 |
| 13 | Olea Advisory Services | 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.