Top 10 fastest-growing RIAs in Florida (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Bbva Global Wealth Advisors, Inc. MIAMI	$399M → $1.36B	3.42× 2.6× typical	17 → 39	+6	Organic or recruited	Pershing	97.9
2	Accurate Wealth Management, LLC WESLEY CHAPEL	$780.5M → $1.71B	2.19× 1.6× typical	28 → 47	+4	Organic or recruited	Schwab	95.0
3	Compass Financial Management LLC TAMPA	$409.4M → $893.8M	2.18× 1.6× typical	20 → 31	+4	Organic or recruited	Fidelity	94.4
4	Singer Wealth Advisors LLC BOCA RATON	$502.9M → $910.6M	1.81× 1.4× typical	10 → 18	+2	Acquisitions	Schwab	91.8
5	Concurrent Investment Advisors, LLC TAMPA	$6.26B → $15.73B	2.51× 1.9× typical	133 → 160	+125	Acquisitions	Fidelity	91.4
6	Neil Jesani Wealth Management SUNRISE	$102.5M → $194.2M	1.89× 1.4× typical	3 → 7	+1	Organic	Schwab	91.3
7	Amerity Wealth Management, LLC LAKELAND	$141M → $338.8M	2.4× 1.8× typical	14 → 16	+3	Organic	Rl 360 Insurance Company Limited	88.4
8	Cyndeo Wealth Partners ST. PETERSBURG	$2B → $3.15B	1.58× 1.2× typical	11 → 27	+2	Organic	Fidelity	88.3
9	Facet WEST PALM BEACH	$3.49B → $8.69B	2.49× 1.9× typical	86 → 89	+25	Organic or recruited	Apex Clearing	88.2
10	Capital Wealth Planning, LLC NAPLES	$9.24B → $17.25B	1.87× 1.4× typical	4 → 6	+1	Organic	Raymond James	87.9

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Florida.

How we ranked