The RIA database

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401. 7480
     Trillium Wealth LLCWinter Park, FL · 629 clientsWealth manager
     Schwab 55%Fidelity 45%
     +00% 1 yr$545M
402. 7508
     Compound Family Offices, LLCSarasota, FL · 140 clientsWealth manager
     Schwab 100%
     +00% 1 yr$541M
403. 7511
     Consilium Investment Management LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
     BNY 100%
     +00% 1 yr$541M
404. 7564
     Affiliated Private Investors LLCWest Palm Beach, FL · 27 clientsWealth manager
     No custodian reported
     +00% 1 yr$534M
405. 7565
     Jacksonville Wealth ManagementJacksonville, FL · 1,034 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$534M
406. 7588
     Ceeto Capital Group, LLCCoral Gables, FL · 18 clientsWealth manager
     Fidelity 69%Salem Trust 31%
     +00% 1 yr$531M
407. 7594
     Securitize Capital LLCMiami, FL · 7 clientsPrivate fund adviserHybridSecuritize Markets, LLC
     No custodian reported
     +00% 1 yr$530M
408. 7621
     Noble Family WealthClearwater, FL · 124 clientsWealth manager
     Pershing 100%
     +00% 1 yr$527M
409. 7625
     Compass Financial Advisory Services, LLCOrmond Beach, FL · 1,031 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$527M
410. 7627
     Compass Group Investments Solutions LLCMiami, FL · 148 clientsWealth managerPublic-company ownedHybridCG Compass (USA) LLC, clears through Pershing
     Brown Brothers Harriman & 49%Pershing 37%
     +00% 1 yr$527M
411. 7646
     Convergence Investment Partners, LLCPalm Beach Gardens, FL · 441 clientsAsset manager
     Fidelity 72%
     +00% 1 yr$524M
412. 7663
     Disciplined Equity Management, Inc.Neptune Beach, FL · 231 clientsWealth manager
     Schwab 100%
     +00% 1 yr$521M
413. 7676
     Bicycle CapitalCoconut Grove, FL · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$518M
414. 7683
     Altium Investment Strategies LLCWesley Chapel, FL · 2 clientsAsset managerHybridAAG Capital, Inc.
     Schwab 100%
     +00% 1 yr$518M
415. 7711
     Uhler Vertich White AdvisorsFort Myers, FL · 424 clientsWealth managerHybrid
     Raymond James 100%
     +00% 1 yr$514M
416. 7721
     Pharvision Advisers, LLCBoca Raton, FL · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$513M
417. 7733
     Client 1st Advisory GroupDunedin, FL · 353 clientsWealth manager
     Schwab 100%
     +00% 1 yr$511M
418. 7760
     Instrumental Wealth, LLCTampa, FL · 573 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$508M
419. 7776
     Kaufman Rossin Wealth, LLCMiami, FL · 230 clientsWealth managerHybrid
     Schwab 58%Fidelity 42%
     +00% 1 yr$507M
420. 7777
     Creand ManagementMiami, FL · 134 clientsWealth managerBank-affiliatedHybridBeta Capital Securities LLC, Creand Securities Panama SA, clears through Interactive Brokers
     Creand Securities 100%
     +00% 1 yr$507M
421. 7795
     Punch Card ManagementWinter Park, FL · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$505M
422. 7822
     LRZ Capital LLCMiami, FL · 4 clientsPrivate fund adviser
     Citi 100%
     +00% 1 yr$501M
423. 7846
     Xcel Wealth Management, LLCHolly Hill, FL · 334 clientsWealth manager
     Schwab 100%
     +00% 1 yr$498M
424. 7857
     White Oaks Investment Management, IncSarasota, FL · 10 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$496M
425. 7861
     Klosters CapitalMiami, FL · 49 clientsAsset manager
     Banco Santander 53%UBS 36%
     +00% 1 yr$496M
426. 7907
     The Life Wealth GroupWinter Garden, FL · 544 clientsWealth managerHybrid
     Fidelity 99%
     +00% 1 yr$491M
427. 7912
     TIM Looney Investments, LLCLongwood, FL · 505 clientsWealth manager
     Schwab 100%
     +00% 1 yr$490M
428. 7914
     Daher Capital Group, LLCJupiter, FL · 23 clientsAsset manager
     No custodian reported
     +00% 1 yr$490M
429. 7917
     Marquis Wealth Management GroupFort Myers, FL · 321 clientsWealth manager
     Schwab 83%
     +00% 1 yr$489M
430. 7957
     The Ambrus Group LLCTampa, FL · 7 clientsPrivate fund adviser
     Goldman Sachs 100%
     +00% 1 yr$485M
431. 7968
     Exodus Wealth, LLCFort Lauderdale, FL · 2,249 clientsWealth managerHybridFortune Financial Services, Inc.
     Schwab 100%
     +00% 1 yr$484M
432. 7973
     Global Kandor Advisors, LLCMiami, FL · 74 clientsWealth manager
     J.P. Morgan 44%Citi 29%Merrill / Bank of America 27%
     +00% 1 yr$483M
433. 7994
     Thurston AdvisorsVero Beach, FL · 9 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$481M
434. 7997
     Orange Avenue Advisors LLCOrlando, FL · 1 clientsPrivate fund adviserAffiliated broker-dealerTelesis Securities LLC
     No custodian reported
     +00% 1 yr$481M
435. 8009
     Priority Senior Secured Income Management, LLCWest Palm Beach, FL · 1 clientsAsset managerHybrid
     No custodian reported
     +00% 1 yr$479M
436. 8033
     Xendia Wealth LLCMiami, FL · 4,810 clientsWealth managerWrap sponsor
     Interactive Brokers 100%
     +00% 1 yr$475M
437. 8034
     Allgen Financial Advisors, Inc.Orlando, FL · 1,097 clientsWealth manager
     Schwab 100%
     +00% 1 yr$475M
438. 8041
     Noctua International WMG, LLCMiami, FL · 43 clientsWealth manager
     Pershing 100%
     +00% 1 yr$474M
439. 8054
     Brightside Capital Partners LLCLantana, FL · 1 clientsAsset manager
     Fidelity 100%
     +00% 1 yr$473M
440. 8081
     Octogone NAMiami, FL · 97 clientsAsset manager
     J.P. Morgan 44%Morgan Stanley 37%
     +00% 1 yr$470M