City
Wealth management firms in Seminole, Florida
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Seminole, Florida reported $461.3 million in regulatory assets under management; the largest by assets was Targeted Financial Services, LLC, with $353.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $461.3 million
- Average per firm
- $92.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Targeted Financial Services, LLC | SEC | $353.4 million | 788 |
| 2 | Crossplan Money Management | State | $64.8 million | 194 |
| 3 | Cassandra Smalley Wealth Management | State | $36.6 million | 119 |
| 4 | Florio Wealth Management, LLC | State | $6.5 million | 47 |
| 5 | JSM Investment Management | 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.