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Fastest Growing RIAs
in Florida

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

ASB Consultores, LLC
Miami, 
FL
3 Year Grow Rate:
830%
AUM (MM):
$539

#

Vizcaya Capital, LLC
Miami, 
FL
3 Year Grow Rate:
743%
AUM (MM):
$182

#

DJP Wealth Management, LLC
Tampa, 
FL
3 Year Grow Rate:
434%
AUM (MM):
$58

#

CWA Naples, LLC
Naples, 
FL
3 Year Grow Rate:
385%
AUM (MM):
$167

#

Strategic Probability Partners, LLC
Naples, 
FL
3 Year Grow Rate:
191%
AUM (MM):
$92

#

Finley Wealth Advisors
Estero, 
FL
3 Year Grow Rate:
179%
AUM (MM):
$45

#

Activest Wealth Management, LLC
Miami, 
FL
3 Year Grow Rate:
156%
AUM (MM):
$224

#

Lonier Financial Advisory LLC
Osprey, 
FL
3 Year Grow Rate:
137%
AUM (MM):
$37

#

Aragon Capital LLC
Fort Lauderdale, 
FL
3 Year Grow Rate:
129%
AUM (MM):
$74

#

Vantage Private Wealth, LLC
Naples, 
FL
3 Year Grow Rate:
115%
AUM (MM):
$52

#

McDonough Capital Management, Inc.
Orlando, 
FL
3 Year Grow Rate:
98%
AUM (MM):
$86

#

Fiduciary Wealth Advisors, LLC
Sarasota, 
FL
3 Year Grow Rate:
94%
AUM (MM):
$158

#

Cassedy Financial Group, Inc.
Tampa, 
FL
3 Year Grow Rate:
90%
AUM (MM):
$89

#

Socius Family Office, LLC
Fort Lauderdale, 
FL
3 Year Grow Rate:
89%
AUM (MM):
$543

#

Clearwater Capital Management
Naples, 
FL
3 Year Grow Rate:
86%
AUM (MM):
$65

#

Vesta Wealth Management, LLC
Miami Beach, 
FL
3 Year Grow Rate:
80%
AUM (MM):
$137

#

Wealth Pro Advisors, Inc.
Sarasota, 
FL
3 Year Grow Rate:
79%
AUM (MM):
$156

#

Cito Capital Group, LLC
Miami, 
FL
3 Year Grow Rate:
79%
AUM (MM):
$281

#

Harbor Ithaka
Miami, 
FL
3 Year Grow Rate:
74%
AUM (MM):
$130

#

Baron Silver Stevens Financial Advisors, LLC
Boca Raton, 
FL
3 Year Grow Rate:
73%
AUM (MM):
$571

#

Naples Global Advisors
Naples, 
FL
3 Year Grow Rate:
71%
AUM (MM):
$787

#

Simple Financial Solutions, LLC
Maitland, 
FL
3 Year Grow Rate:
70%
AUM (MM):
$227

#

Maximai Investment Partners, LLC
Miami, 
FL
3 Year Grow Rate:
68%
AUM (MM):
$316

#

Personal Asset Management
Saint Petersburg, 
FL
3 Year Grow Rate:
67%
AUM (MM):
$20

#

Azure Financial Advisors LLC
Sarasota, 
FL
3 Year Grow Rate:
67%
AUM (MM):
$21

#

Ullmann Wealth Partners
Jacksonville Beach, 
FL
3 Year Grow Rate:
66%
AUM (MM):
$491

#

WE Family Offices
Miami, 
FL
3 Year Grow Rate:
65%
AUM (MM):
$8,835

#

Powell Investment Advisors, LLC
Miami, 
FL
3 Year Grow Rate:
65%
AUM (MM):
$326

#

Tobias Financial Advisors
Fort Lauderdale, 
FL
3 Year Grow Rate:
58%
AUM (MM):
$429

#

Bray Capital Advisors, LLC
Naples, 
FL
3 Year Grow Rate:
54%
AUM (MM):
$356

#

Gyroscope Capital Management Group LLC
Naples, 
FL
3 Year Grow Rate:
50%
AUM (MM):
$287

#

Life Planning Partners, Inc.
Jacksonville, 
FL
3 Year Grow Rate:
48%
AUM (MM):
$217

#

GenTrust
Miami, 
FL
3 Year Grow Rate:
48%
AUM (MM):
$1,746

#

Firestone Capital Management Inc
Miami, 
FL
3 Year Grow Rate:
45%
AUM (MM):
$544

#

Moisand Fitzgerald Tamayo, LLC
Orlando, 
FL
3 Year Grow Rate:
39%
AUM (MM):
$650

#

MG&A Wealth
Fort Lauderdale, 
FL
3 Year Grow Rate:
36%
AUM (MM):
$640

#

Omnia Family Wealth, LLC
Miami, 
FL
3 Year Grow Rate:
31%
AUM (MM):
$667

#

Andbanc Advisory LLC
Miami, 
FL
3 Year Grow Rate:
29%
AUM (MM):
$573

#

Aviance Capital Partners LLC
Naples, 
FL
3 Year Grow Rate:
29%
AUM (MM):
$595

#

Spraker Wealth Management Inc
Maitland, 
FL
3 Year Grow Rate:
25%
AUM (MM):
$172

#

The Lubitz Financial Group
Miami, 
FL
3 Year Grow Rate:
10%
AUM (MM):
$215
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