City
Wealth management firms in Weston, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Weston, Florida reported $429.9 million in regulatory assets under management; the largest by assets was Lifespan Financial Strategies, Inc., with $357.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $429.9 million
- Average per firm
- $71.7 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lifespan Financial Strategies, Inc. | SEC | $357.4 million | 1,209 |
| 2 | Bondwire | State | $48.9 million | 272 |
| 3 | RMP Financial, Inc. | State | $23.6 million | 14 |
| 4 | Ameliora Wealth Management USA LLC | State | $0 | 0 |
| 5 | Meridian 38 Advisors | State | $0 | 0 |
| 6 | VLB Capital | SEC | $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.