City
Wealth management firms in The Villages, Florida
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in The Villages, Florida reported $1.2 billion in regulatory assets under management; the largest by assets was Blackston Financial Advisory Group, LLC, with $332.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $116.4 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
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 | Potomac Investment Company 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. | SEC | $107.0 million | 41 |
| 6 | Networth Asset Management, Inc | SEC | $102.8 million | 497 |
| 7 | Barber & Associates | State | $50.0 million | 228 |
| 8 | Bill Losey Retirement Solutions, LLC | State | $39.6 million | 102 |
| 9 | New Millennium Asset Management, Inc. | State | $33.2 million | 76 |
| 10 | Richard A. Stebbins CPA CFP | State | $13.1 million | 20 |
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.