| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $165.25B | 25,963 | 620 | Schwab | 2022 | |
| 2 | $34.88B | 19,025 | 396 | Pershing | 2015 | |
| 3 | $5.2B | 264 | 18 | Fidelity | 2012 or earlier | |
| 4 | $4.01B | 66 | 8 | J.P. Morgan | 2014 | |
| 5 | $2.98B | 137 | 9 | Morgan Stanley | 2016 | |
| 6 | $1.95B | 280 | 21 | Pershing | 2012 or earlier | |
| 7 | $1.9B | 429 | 29 | Pershing | 2012 or earlier | |
| 8 | $1.61B | 76 | 6 | Morgan Stanley | 2012 or earlier | |
| 9 | $1.36B | 660 | 39 | Pershing | 2024 | |
| 10 | $1.28B | 79 | 9 | J.P. Morgan | 2012 or earlier | |
| 11 | $1.22B | 52 | 9 | Fidelity | 2016 | |
| 12 | $1.12B | 8 | 7 | J.P. Morgan | 2022 | |
| 13 | $911M | 65 | 4 | J.P. Morgan | 2023 | |
| 14 | $806.5M | 472 | 10 | Pershing | 2014 | |
| 15 | $717.5M | 22 | 3 | – | 2023 | |
| 16 | $648M | 59 | 2 | Schwab | 2012 or earlier | |
| 17 | $631.4M | 345 | 8 | J.P. Morgan | 2020 | |
| 18 | $627.4M | 14 | 2 | – | 2026 | |
| 19 | $563.5M | 45 | 4 | – | 2023 | |
| 20 | $563.1M | 52 | 2 | – | 2012 or earlier | |
| 21 | $526.8M | 148 | 4 | Other | 2019 | |
| 22 | $506.7M | 221 | 7 | Schwab | 2021 | |
| 23 | $506.6M | 88 | 14 | Other | 2012 or earlier | |
| 24 | $483.3M | 74 | 3 | J.P. Morgan | 2020 | |
| 25 | $475.3M | 4,727 | 5 | Interactive Brokers | 2018 |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Florida.