This week, we're highlighting top performers in Florida
RIA Pulse Local Standouts: Florida
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in FL:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. AFT, FORSYTH AND COMPANY, INC. (WEST PALM BEACH, FL) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (99th percentile), Average AUM Per Client (89th percentile)
2. THE TENRET COMPANY, LLC (TAMPA, FL) Standout metrics: AUM Per Employee (98th percentile), AUM Per Advisor (92th percentile), Average AUM Per Client (91th percentile)
3. RUTHERFORD ASSET PLANNING, INC. (TAMPA, FL) Standout metrics: AUM Per Advisor (92th percentile), Accounts Per Client (90th percentile), AUM Per Employee (88th percentile)
4. SPARROW WEALTH MANAGEMENT (ORLANDO, FL) Standout metrics: Accounts Per Employee (96th percentile), AUM Per Employee (96th percentile), Accounts Per Client (95th percentile)
5. SUCCESSFUL PORTFOLIOS LLC (CLEARWATER, FL) Standout metrics: Accounts Per Employee (100th percentile), AUM Per Employee (96th percentile), AUM Per Advisor (85th percentile)
6. BELLEAIR ASSET MANAGEMENT, LLC (BELLEAIR BLUFFS, FL) Standout metrics: AUM Per Advisor (95th percentile), Client To Advisor Ratio (89th percentile), Accounts Per Client (79th percentile)
7. AZZENDO WEALTH ADVISORS (HOLLYWOOD, FL) Standout metrics: Accounts Per Client (97th percentile), Accounts Per Employee (93th percentile), AUM Per Advisor (88th percentile)
8. YANDELL INVESTMENTS, LLC (ORLANDO, FL) Standout metrics: AUM Per Advisor (89th percentile), Client To Advisor Ratio (89th percentile), Accounts Per Employee (84th percentile)
9. RIVERTREE ADVISORS, LLC (WINTER PARK, FL) Standout metrics: AUM Per Advisor (92th percentile), Accounts Per Client (87th percentile), Client To Advisor Ratio (85th percentile)
10. JOHN BOYER, INC. (TAMPA, FL) Standout metrics: Client To Advisor Ratio (99th percentile), Accounts Per Employee (99th percentile), AUM Per Advisor (90th percentile)
$250M to $500M AUM
1. POINCIANA ADVISORS GROUP, LLC (PALM BEACH GARDENS, FL) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (98th percentile), Accounts Per Client (84th percentile)
2. KIRTLAND FINANCIAL MANAGEMENT, INC. (CORAL GABLES, FL) Standout metrics: AUM Per Advisor (97th percentile), Client To Advisor Ratio (94th percentile), Accounts Per Client (83th percentile)
3. CLARITY CAPITAL ADVISORS, LLC (LAKEWOOD RANCH, FL) Standout metrics: AUM Per Employee (99th percentile), Accounts Per Client (94th percentile), AUM Per Advisor (88th percentile)
4. XCEL WEALTH MANAGEMENT, LLC (HOLLY HILL, FL) Standout metrics: Accounts Per Employee (97th percentile), AUM Per Employee (92th percentile), AUM Per Advisor (83th percentile)
5. RM PRIVATE WEALTH MANAGEMENT (MIAMI, FL) Standout metrics: AUM Per Advisor (94th percentile), Accounts Per Employee (90th percentile), Average AUM Per Client (81th percentile)
6. QUANTUM PRIVATE WEALTH, LLC (TAMPA, FL) Standout metrics: AUM Per Advisor (99th percentile), Client To Advisor Ratio (94th percentile)
7. DISCIPLINED EQUITY MANAGEMENT, INC. (NEPTUNE BEACH, FL) Standout metrics: AUM Per Advisor (91th percentile), Accounts Per Client (89th percentile), Client To Advisor Ratio (82th percentile)
8. THE PALMER KNIGHT COMPANY (JACKSONVILLE, FL) Standout metrics: AUM Per Employee (97th percentile), AUM Per Advisor (82th percentile), Accounts Per Employee (79th percentile)
9. FINANCIAL ADVISORY PARTNERS, LLC (WINTER PARK, FL) Standout metrics: Accounts Per Client (95th percentile), AUM Per Employee (90th percentile), Accounts Per Employee (88th percentile)
10. PRIVATE WEALTH GROUP, LLC (TAMPA, FL) Standout metrics: Accounts Per Employee (94th percentile), AUM Per Employee (85th percentile), Client To Advisor Ratio (83th percentile)
$500M to $1B AUM
1. BAYSHORE WEALTH ADVISORS (CORAL GABLES, FL) Standout metrics: AUM Per Employee (97th percentile), Accounts Per Client (94th percentile), AUM Per Advisor (92th percentile)
2. RAINEY & RANDALL WEALTH ADVISORS, INC. (CELEBRATION, FL) Standout metrics: AUM Per Advisor (89th percentile), AUM Per Employee (88th percentile), Client To Advisor Ratio (81th percentile)
3. DOCK STREET ASSET MANAGEMENT INC (PALM BEACH, FL) Standout metrics: AUM Per Employee (94th percentile), AUM Per Advisor (93th percentile)
4. FIDUCIARY FAMILY OFFICE, LLC (BOCA RATON, FL) Standout metrics: AUM Per Employee (100th percentile), Accounts Per Employee (94th percentile), AUM Per Advisor (94th percentile)
5. STORGE (CORAL GABLES, FL) Standout metrics: AUM Per Advisor (97th percentile), AUM Per Employee (93th percentile), Accounts Per Client (81th percentile)
6. PIONEER FAMILY OFFICE, LLC (NORTH MIAMI BEACH, FL) Standout metrics: AUM Per Advisor (99th percentile), AUM Per Employee (95th percentile)
7. AVIANCE CAPITAL PARTNERS LLC (NAPLES, FL) Standout metrics: AUM Per Employee (83th percentile), Accounts Per Client (79th percentile), AUM Per Advisor (77th percentile)
8. FIRESTONE CAPITAL MANAGEMENT INC (SOUTH MIAMI, FL) Standout metrics: Accounts Per Client (95th percentile), Accounts Per Employee (87th percentile), AUM Per Employee (75th percentile)
9. TRG ADVISORS, INC. (LAKEWOOD RANCH, FL) Standout metrics: AUM Per Employee (99th percentile), AUM Per Advisor (83th percentile)
10. POWELL INVESTMENT ADVISORS, LLC (MIAMI, FL) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Employee (88th percentile), Average AUM Per Client (77th percentile)
$1B to $5B AUM
1. ADVUS FINANCIAL PARTNERS, LLC (WINTER PARK, FL) Standout metrics: AUM Per Employee (95th percentile), AUM Per Advisor (93th percentile)
2. CERTUITY, LLC (NORTH PALM BEACH, FL) Standout metrics: AUM Per Advisor (97th percentile), Accounts Per Client (94th percentile)
3. J. L. BAINBRIDGE & CO., INC. (SARASOTA, FL) Standout metrics: Client To Advisor Ratio (94th percentile), Accounts Per Employee (91th percentile), AUM Per Employee (81th percentile)
4. CYNDEO WEALTH PARTNERS (ST. PETERSBURG, FL) Standout metrics: Accounts Per Client (92th percentile), Accounts Per Employee (89th percentile)
5. INGHAM RETIREMENT GROUP (MIAMI, FL) Standout metrics: AUM Per Employee (99th percentile), Client To Advisor Ratio (87th percentile), AUM Per Advisor (86th percentile)
6. EVOLUTION WEALTH ADVISORS, LLC (AVENTURA, FL) Standout metrics: AUM Per Advisor (84th percentile), AUM Per Employee (80th percentile), Accounts Per Client (76th percentile)
7. INTELLUS ADVISORS, LLC (NAPLES, FL) Standout metrics: Accounts Per Employee (100th percentile), Client To Advisor Ratio (95th percentile), Accounts Per Client (90th percentile)
8. MAS ADVISORS LLC (CORAL GABLES, FL) Standout metrics: Accounts Per Client (100th percentile), Average AUM Per Client (98th percentile), AUM Per Advisor (91th percentile)
9. VALOR ADVISORS LLC (MIAMI, FL) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Account (98th percentile), Average AUM Per Client (97th percentile)
10. PERIGEE CAPITAL, LP (SARASOTA, FL) Standout metrics: Client To Advisor Ratio (88th percentile), AUM Per Account (75th percentile)
Over $5B AUM
1. FIDUCIARY FIRST (MAITLAND, FL) Standout metrics: Accounts Per Client (96th percentile), Average AUM Per Client (82th percentile)
2. HOOD RIVER CAPITAL MANAGEMENT LLC (PALM BEACH GARDENS, FL) Standout metrics: AUM Per Advisor (96th percentile), AUM Per Account (90th percentile), Average AUM Per Client (79th percentile)
3. TEMPLETON INVESTMENT COUNSEL, LLC (FT. LAUDERDALE, FL) Standout metrics: AUM Per Employee (82th percentile), AUM Per Advisor (80th percentile), Client To Advisor Ratio (76th percentile)
4. COMMUNITY CAPITAL MANAGEMENT, LLC (FORT LAUDERDALE, FL) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (79th percentile)
5. DEPRINCE, RACE & ZOLLO, INC. (WINTER PARK, FL) Standout metrics: AUM Per Advisor (84th percentile), AUM Per Employee (79th percentile)
6. BRAMSHILL INVESTMENTS, LLC (NAPLES, FL) Standout metrics: AUM Per Employee (94th percentile), Client To Advisor Ratio (86th percentile), Accounts Per Employee (80th percentile)
7. GRAMERCY FUNDS MANAGEMENT LLC (WEST PALM BEACH, FL) Standout metrics: Average AUM Per Client (91th percentile), AUM Per Account (87th percentile), Accounts Per Client (87th percentile)
8. POLEN CAPITAL MANAGEMENT, LLC (BOCA RATON, FL) Standout metrics: Client To Advisor Ratio (90th percentile)
9. THE BALDWIN GROUP WEALTH ADVISORS, LLC (TAMPA, FL) Standout metrics: Accounts Per Client (88th percentile), Accounts Per Employee (88th percentile), Client To Advisor Ratio (82th percentile)
10. CORIENT (MIAMI, FL) Standout metrics: Accounts Per Client (100th percentile), Accounts Per Employee (94th percentile), Client To Advisor Ratio (78th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
