City
Wealth management firms in Safety Harbor, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Safety Harbor, Florida reported $1.2 billion in regulatory assets under management; the largest by assets was Rogan & Associates, with $709.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $205.4 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rogan & Associates | SEC | $709.6 million | 1,483 |
| 2 | MFP Financial Services, LLC | SEC | $361.0 million | 1,498 |
| 3 | Falker Investments Inc. | State | $103.3 million | 170 |
| 4 | Reynolds Capital Management, Inc. | State | $38.4 million | 80 |
| 5 | Earner Wealth LLC | State | $16.4 million | 25 |
| 6 | Gunn Financial Advisors, LLC | State | $4.0 million | 2 |
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.