RIAs in Florida

1,666 RIAs headquartered in Florida managing a combined $3.7T.

By city

MiamiFlorida281 FIRMS · $1.3TBoca RatonFlorida95 FIRMS · $248BTampaFlorida93 FIRMS · $238BCoral GablesFlorida78 FIRMS · $123BWest Palm BeachFlorida72 FIRMS · $383BOrlandoFlorida60 FIRMS · $15.1BNaplesFlorida56 FIRMS · $76BSarasotaFlorida55 FIRMS · $20.7BJacksonvilleFlorida48 FIRMS · $16.7BFort LauderdaleFlorida47 FIRMS · $215BPalm Beach GardensFlorida44 FIRMS · $132BSt PetersburgFlorida40 FIRMS · $512BMiami BeachFlorida36 FIRMS · $107BWinter ParkFlorida36 FIRMS · $24.2BClearwaterFlorida22 FIRMS · $11.4BPonte VedraFlorida20 FIRMS · $12.1BAventuraFlorida19 FIRMS · $23BJupiterFlorida18 FIRMS · $40.9BMaitlandFlorida17 FIRMS · $5BStuartFlorida16 FIRMS · $1.7BLake MaryFlorida16 FIRMS · $25.2BVero BeachFlorida16 FIRMS · $40.5BLakewood RanchFlorida16 FIRMS · $2.3BDelray BeachFlorida15 FIRMS · $1.4BPalm BeachFlorida15 FIRMS · $13.4BPlantationFlorida13 FIRMS · $11BTallahasseeFlorida13 FIRMS · $1.9BFort MyersFlorida12 FIRMS · $3.2BMelbourneFlorida12 FIRMS · $1.6BPalm HarborFlorida11 FIRMS · $294MLakelandFlorida11 FIRMS · $6BPensacolaFlorida10 FIRMS · $1.7BJacksonville BeachFlorida10 FIRMS · $10.1BGainesvilleFlorida10 FIRMS · $2.9BBonita SpringsFlorida9 FIRMS · $1.6BBradentonFlorida9 FIRMS · $1.4BSt. AugustineFlorida8 FIRMS · $3.5BDaytona BeachFlorida8 FIRMS · $818MOcalaFlorida8 FIRMS · $573MVeniceFlorida8 FIRMS · $2.9BLutzFlorida7 FIRMS · $739MCoral SpringsFlorida6 FIRMS · $1BLongwoodFlorida6 FIRMS · $811MOrmond BeachFlorida6 FIRMS · $1.3BWinter HavenFlorida6 FIRMS · $302MCoconut GroveFlorida6 FIRMS · $4.4BWestonFlorida6 FIRMS · $2.2BAltamonte SpirngsFlorida6 FIRMS · $5.1BDavieFlorida6 FIRMS · $257MClermontFlorida5 FIRMS · $824MSouth MiamiFlorida5 FIRMS · $3.7BSunny Isles BeachFlorida5 FIRMS · $11.4BHollywoodFlorida5 FIRMS · $1.4BCelebrationFlorida4 FIRMS · $5.3BRockledgeFlorida4 FIRMS · $652MSanta Rosa BeachFlorida4 FIRMS · $361MThe VillagesFlorida4 FIRMS · $818MWellingtonFlorida4 FIRMS · $514MWesley ChapelFlorida4 FIRMS · $2.4BDeerfield BeachFlorida4 FIRMS · $682MDelandFlorida4 FIRMS · $94.9MEsteroFlorida4 FIRMS · $234MNorth Miami BeachFlorida4 FIRMS · $2.8BBoynton BeachFlorida4 FIRMS · $2.4BHallandale BeachFlorida3 FIRMS · $4BPanama CityFlorida3 FIRMS · $68.9MSunriseFlorida3 FIRMS · $329MNorth Palm BeachFlorida3 FIRMS · $3.5BMarco IslandFlorida3 FIRMS · $682MMiramarFlorida3 FIRMS · $12.3MSafety HarborFlorida3 FIRMS · $1.1BOldsmarFlorida3 FIRMS · $305MPort CharlotteFlorida3 FIRMS · $545MPompano BeachFlorida3 FIRMS · $2.6BDestinFlorida3 FIRMS · $427MLongboat KeyFlorida3 FIRMS · $337MPembroke PinesFlorida3 FIRMS · $122MBelleair BluffsFlorida3 FIRMS · $588MCoconut CreekFlorida3 FIRMS · $1BSeminoleFlorida3 FIRMS · $425MDunedinFlorida3 FIRMS · $511MWindermereFlorida3 FIRMS · $126MNew Port RicheyFlorida3 FIRMS · $254MCasselberryFlorida2 FIRMS · $165MOspreyFlorida2 FIRMS · $96.8MBay Harbor IslandsFlorida2 FIRMS · $1.5BCocoa BeachFlorida2 FIRMS · $168MWinter GardenFlorida2 FIRMS · $540MJuno BeachFlorida2 FIRMS · $207MCocoaFlorida2 FIRMS · $69.2MTemple TerraceFlorida2 FIRMS · $29.7MLand O LakesFlorida2 FIRMS · $32MTavaresFlorida2 FIRMS · $1.6BLargoFlorida2 FIRMS · $197MSpring HillFlorida2 FIRMS · $141MIndialanticFlorida2 FIRMS · $113MSebringFlorida2 FIRMS · $286MSatellite BeachFlorida2 FIRMS · $60.7MSaint CloudFlorida2 FIRMS · $11.9MCape CoralFlorida2 FIRMSParklandFlorida2 FIRMS · $52.1MChieflandFlorida2 FIRMS · $283MDoralFlorida2 FIRMS · $1.6BNeptune BeachFlorida2 FIRMS · $1.3BPalm CityFlorida2 FIRMS · $240MPalm CoastFlorida2 FIRMS · $95.1MPalmetto BayFlorida2 FIRMS · $325MPort Saint LucieFlorida2 FIRMS · $219MZephyrhillsFlorida1 FIRM · $8.4MBal HarbourFlorida1 FIRM · $107MBokeeliaFlorida1 FIRM · $146MBrandonFlorida1 FIRM · $247KChuluotaFlorida1 FIRM · $57MCrestviewFlorida1 FIRM · $2.5MDade CityFlorida1 FIRMEnglewoodFlorida1 FIRM · $392MFernandina BeachFlorida1 FIRM · $51.5MFleming IslandFlorida1 FIRM · $315MFort Walton BeachFlorida1 FIRMFruitland ParkFlorida1 FIRMGreen Cove SpringsFlorida1 FIRM · $39.7MGulf BreezeFlorida1 FIRM · $47.5MHialeahFlorida1 FIRM · $84.7KHolly HillFlorida1 FIRM · $498MInlet BeachFlorida1 FIRM · $9MKey BiscayneFlorida1 FIRM · $15.6MKey LargoFlorida1 FIRM · $254MKey WestFlorida1 FIRMKissimmeeFlorida1 FIRMLady LakeFlorida1 FIRM · $1.6BLake CityFlorida1 FIRM · $76.9MLake PlacidFlorida1 FIRM · $31.9MLake Worth BeachFlorida1 FIRM · $77.4MLantanaFlorida1 FIRM · $473MLighthouse PointFlorida1 FIRM · $120MMalabarFlorida1 FIRM · $158KMiami LakesFlorida1 FIRMMiami ShoresFlorida1 FIRM · $34.5MMiramar BeachFlorida1 FIRM · $18.1MMount DoraFlorida1 FIRM · $25.6MNavarreFlorida1 FIRM · $1.3MNewberryFlorida1 FIRM · $9.7MNorth Bay VillageFlorida1 FIRM · $186MNorth MiamiFlorida1 FIRMOaklandFlorida1 FIRM · $30.7MOkeechobeeFlorida1 FIRM · $94.7MOrange CityFlorida1 FIRM · $12.5MOviedoFlorida1 FIRM · $14.6MOxfordFlorida1 FIRM · $49.2MPaceFlorida1 FIRM · $230MParrishFlorida1 FIRM · $209KPinecrestFlorida1 FIRM · $402MPort St JoeFlorida1 FIRM · $72.7MRosemary BeachFlorida1 FIRM · $2.2BRoyal Palm BeachFlorida1 FIRM · $193MSaint JohnsFlorida1 FIRM · $16.8MSanibelFlorida1 FIRM · $98.4MSouth PasadenaFlorida1 FIRM · $12MTarpon SpringsFlorida1 FIRM · $35.8MTequestaFlorida1 FIRM · $490MTiogaFlorida1 FIRMTitusvilleFlorida1 FIRMTrinityFlorida1 FIRM · $46.8MValricoFlorida1 FIRM · $368MWilton ManorsFlorida1 FIRM · $159M

All RIAs in Florida

Optimist Capital

RIA

Palm Beach Gardens, FL

AUM $96.7MTEAM 4REPS 5

Kris Lewicki & Associates, LLC

RIA

Coral Springs, FL

AUM $95.8MTEAM 3REPS 3

Heller Private Wealth

RIA

Fort Lauderdale, FL

AUM $95.7MTEAM 3REPS 2

Arthurs Wealth Management

RIA

Ponte Vedra, FL

AUM $94.9MTEAM 1REPS 1

DRT Financial Advisors

RIA

Deland, FL

AUM $94.9MTEAM 2REPS 3

Lion Capital Advisors LLC

RIA

Miami, FL

AUM $94.8MTEAM 3REPS 2

Stark Financial Advisers, Inc.

RIA

Okeechobee, FL

AUM $94.7MTEAM 7REPS 7

American Harbour Wealth Management, LLC

RIA

Orlando, FL

AUM $94.7MTEAM 3REPS 3

Ballard Wealth Management LLC

RIA

Clermont, FL

AUM $94MTEAM 1REPS 1

Taylor & Williams, Inc.

RIA

Lutz, FL

AUM $93.9MTEAM 4REPS 1

Statetrust Capital, LLC

RIA

Boca Raton, FL

AUM $93.7MTEAM 4REPS 4

Capstone Investment Management LLC

RIA

Palm Coast, FL

AUM $93.5MTEAM 3REPS 2

Capital Q Management LLC

RIA

Maitland, FL

AUM $93.4MTEAM 2REPS 3

Cannon Global Investment Management, LLC

RIA

Davie, FL

AUM $92.9MTEAM 2REPS 2

Lodestar Advisory Group, LLC

RIA

Naples, FL

AUM $92.5MTEAM 3REPS 2

Mooney Financial

RIA

Jacksonville Beach, FL

AUM $92.5MTEAM 2REPS 2

Aulestia Wealth Management, Inc.

RIA

Naples, FL

AUM $91.4MTEAM 1REPS 1

DJP Wealth Management, LLC

RIA

Tampa, FL

AUM $91.3MTEAM 1REPS 1

Genesis Wealth Management, Inc.

RIA

Coral Gables, FL

AUM $91.1MTEAM 2REPS 2

Schaffer & Company Asset Management, Inc.

RIA

Jacksonville, FL

AUM $90.8MTEAM 1REPS 2

Arias Resource Capital Management LP

RIA

Miami, FL

AUM $90.8MTEAM 8REPS 2

Your Planning Partner LLC

RIA

Palm Beach Gardens, FL

AUM $90.7MTEAM 4REPS 2

Alphaq Advisors

RIA

Winter Park, FL

AUM $90.6MTEAM 2REPS 2

Zest

RIA

Miami, FL

AUM $90.6MTEAM 3REPS 2

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo