Florida RIA Landscape — 2025

A data-driven overview of SEC-registered wealth advisory firms headquartered in Florida, including growth trends, succession risk analysis, and M&A opportunity signals.

Source: SEC Form ADV · Updated Q4 2024

Total Firms

1,240

Total AUM?

$834.4B

Median AUM

$177M

13F Filers

199

AUM Tier Distribution

Under $100M264

$100M–$500M636

$500M–$1B160

$1B–$5B148

$5B+32

State Snapshot

Total Firms1,240

Total AUM$834.4B

Median AUM$177M

13F Filers199

High Succession Risk97

Elevated Succession Risk71

Succession Risk Breakdown

High

92 firms (9%)

Elevated

61 firms (6%)

Moderate

229 firms (23%)

Lower

618 firms (62%)

Growth Leaders — Wealth Advisory Firms

Firm	City	AUM	3Y CAGR	Succession
DYNASTY WEALTH MANAGEMENT, LLC	ST. PETERSBURG	$8.7B	+122.7%	Moderate
LXG WEALTH ADVISORY LLC	MIAMI	$1.6B	+117.2%	Lower
CAPTRUST ADVISORS, LLC	TAMPA	$226M	+107.6%	Lower
PHARVISION ADVISERS, LLC	BOCA RATON	$335M	+95.8%	Lower
CORIENT IA LLC	MIAMI	$3.7B	+88.8%	Lower
CMA ADVISORY GROUP, LLC	ORLANDO	$276M	+84.8%	Moderate
SOLLINDA CAPITAL MANAGEMENT LLC	MIAMI	$909M	+79.7%	Lower
BH3 FUND ADVISORS, LLC	FORT LAUDERDALE	$526M	+74.7%	Lower

M&A Opportunity Signals

🎯

162Acquisition candidates

Firms with elevated/high succession risk and AUM $100M–$5B

📈

69Growing but vulnerable

Positive 3Y CAGR with high succession risk — attractive for acquirers

📉

32Mid-market shrinking

AUM $100M–$1B with negative 3Y CAGR and elevated+ succession risk

🔒 Top 25 Acquisition Targets — Ranked by Composite Score

Rank	Firm	AUM	Score
1	FIFTH AVENUE FAMILY OFFICE LLC	$909M	52.7
2	AMERICAN FINANCIAL ADVISORS INC	$1.3B	48.5
3	RAINEY & RANDALL WEALTH ADVISORS, INC.	$820M	46.4
4	LYONS WEALTH MANAGEMENT, LLC	$127M	45.7
5	BOCA WEALTH ADVISORS, LLC	$379M	45
6	THE PALMER KNIGHT COMPANY	$296M	44.6

🔒

Acquisition Target Rankings

Full ranked list of 25 acquisition targets with composite scores based on succession risk, growth trajectory, and peer benchmarking.

Methodology. This report covers SEC-registered investment advisers classified as wealth advisory firms (filter: is_wealth_advisory = true) headquartered in Florida. AUM figures are drawn from the most recent Form ADV filing. Succession risk tiers are computed using a proprietary 5-pillar model incorporating founder tenure, ownership concentration, AUM dependency, team depth, and filing recency. Growth CAGR is calculated from the three most recent annual filings where available. Acquisition scores blend succession risk (40%), AUM growth trajectory (35%), and national peer rank (25%). Data sourced from SEC EDGAR. This page is for informational purposes only and does not constitute investment advice.