| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $16.29B | 52,539 | 302 | Fidelity | 2012 or earlier | |
| 2 | $15.73B | 13,268 | 160 | Fidelity | 2022 | |
| 3 | $8.25B | 30,867 | 468 | Fidelity | 2012 or earlier | |
| 4 | $2.45B | 1,704 | 36 | Fidelity | 2012 or earlier | |
| 5 | $2.28B | 218 | 12 | Fidelity | 2022 | |
| 6 | $2.11B | 838 | 7 | Schwab | 2012 or earlier | |
| 7 | $1.73B | 127 | 14 | Schwab | 2012 or earlier | |
| 8 | $1.58B | 5,056 | 221 | Fidelity | 2012 or earlier | |
| 9 | $965.6M | 807 | 12 | Pershing | 2021 | |
| 10 | $893.8M | 2,152 | 31 | Fidelity | 2012 or earlier | |
| 11 | $800.9M | 1,704 | 12 | LPL Financial | 2016 | |
| 12 | $717.8M | 844 | 6 | Goldman Sachs | 2014 | |
| 13 | $508M | 568 | 5 | Fidelity | 2020 | |
| 14 | $468.6M | 82 | 5 | Fidelity | 2017 | |
| 15 | $456.8M | 225 | 3 | LPL Financial | 2012 or earlier | |
| 16 | $456.1M | 3,005 | 667 | Fidelity | 2023 | |
| 17 | $418M | 90 | 4 | Fidelity | 2020 | |
| 18 | $413.5M | 37 | 6 | Fidelity | 2024 | |
| 19 | $413.1M | 482 | 7 | LPL Financial | 2020 | |
| 20 | $409M | 322 | 5 | Schwab | 2020 | |
| 21 | $339.2M | 677 | 14 | Schwab | 2022 | |
| 22 | $303.8M | 273 | 2 | Schwab | 2017 | |
| 23 | $297.1M | 207 | 5 | LPL Financial | 2021 | |
| 24 | $277.1M | 782 | 18 | – | 2012 or earlier | |
| 25 | $274M | 228 | 1 | Pershing | 2012 or earlier |
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.