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

1,283

Total AUM?

$562.0B

Median AUM

$170M

13F Filers

203

AUM Tier Distribution

Under $100M264

$100M–$500M666

$500M–$1B166

$1B–$5B153

$5B+34

State Snapshot

Total Firms1,283

Total AUM$562.0B

Median AUM$170M

13F Filers203

High Succession Risk99

Elevated Succession Risk72

Succession Risk Breakdown

High

79 firms (8%)

Elevated

60 firms (6%)

Moderate

202 firms (20%)

Lower

659 firms (66%)

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 LP	MIAMI	$5.1B	+88.8%	Lower
CMA ADVISORY GROUP, LLC	ORLANDO	$276M	+84.8%	Moderate
SOLLINDA CAPITAL MANAGEMENT LLC	MIAMI	$1.0B	+79.7%	Lower
BH3 FUND ADVISORS, LLC	FORT LAUDERDALE	$578M	+74.7%	Lower

M&A Opportunity Signals

🎯

165Acquisition candidates

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

📈

70Growing but vulnerable

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

📉

33Mid-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	55.2
2	SOUND INCOME STRATEGIES, LLC	$4.2B	54.3
3	AMERICAN FINANCIAL ADVISORS INC	$1.3B	48
4	THE PALMER KNIGHT COMPANY	$296M	47.6
5	LYONS WEALTH MANAGEMENT, LLC	$109M	43.4
6	BOCA WEALTH ADVISORS, LLC	$379M	42.7

🔒

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.