City
Independent RIAs in The Villages, Florida
As of October 2, 2026, 9 independent wealth management RIAs with their main office in The Villages, Florida reported $1.1 billion in regulatory assets under management; the largest by assets was Blackston Financial Advisory Group, LLC, with $332.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $117.4 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Blackston Financial Advisory Group, LLC | SEC | $332.8 million | 1,832 |
| 2 | Bucket List Wealth Management, LLC | SEC | $224.2 million | 1,437 |
| 3 | Parady Wealth Management | SEC | $145.7 million | 2,877 |
| 4 | Zenith Advisory Group, LLC | SEC | $115.4 million | 706 |
| 5 | Networth Asset Management, Inc | SEC | $102.8 million | 497 |
| 6 | Barber & Associates | State | $50.0 million | 228 |
| 7 | Bill Losey Retirement Solutions, LLC | State | $39.6 million | 102 |
| 8 | New Millennium Asset Management, Inc. | State | $33.2 million | 76 |
| 9 | Richard A. Stebbins CPA CFP | State | $13.1 million | 20 |
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.