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Florida’s Premier 24 Wealth Management Firms

4
min read
Top 24 wealth management companies in Florida Main

Florida’s Premier 24 Wealth Management Firms

4
min read
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Top 24 wealth management companies in Florida Main
Top firms trust Inven to find niche companies

The wealth management industry in Florida consists of firms that provide a wide range of financial planning, investment advisory, and wealth management services to individuals, families, and institutions. These companies work with their clients to understand their financial goals, craft personalised strategies, and offer solutions to increase and preserve their wealth. Factors like economic prosperity and a significant retired or wealthy population pave the way for this industry's growth in Florida. Given the dynamic nature of markets and socio-economic trends, these companies are on a constant quest to devise increasingly sophisticated and tailored financial solutions.


Top 24 wealth management companies in Florida

1. Summit

  • Website: summitholdings.com
  • Headquarters: Lakeland, Florida, United States
  • Founded: 1997
  • Headcount: 501-1000
  • Latest funding type: Acquired
  • LinkedIn

Summit Holdings is a company that offers a range of financial services and investment solutions. With a focus on delivering personalized strategies, Summit helps clients achieve their financial goals and grow their wealth. They provide expertise in investment management, financial planning, and wealth advisory services.


2. Eaton Capital Management

Eaton Capital Management is an investment management company that provides financial planning, investment advisory services, and wealth management solutions for high net worth individuals, families, and institutions.


3. Allen & Company of Florida,LLC

Allen & Company is a wealth management solutions provider that offers investment planning, portfolio management, retirement planning, tax planning, estate planning, education and college planning, life insurance, charitable giving and gifting, business succession planning, stock options, and private wealth management.


4. Prosperi

Prosperi Global is a company that offers a wide range of financial services and investment solutions to clients. With a team of experienced professionals, they provide tailored strategies and advice for wealth management, asset allocation, and portfolio optimization.


5. VectorGlobal WMG

VectorGlobal WMG is a global wealth management group and investment firm. With over 28 years of experience, we offer a range of financial products and services including fixed income, equities, mutual funds, model portfolios, and alternative investments. Our team of experts provides personalized and comprehensive wealth management solutions to institutional clients and individual investors.


6. Latitude Financial, LLC

Latitude Financial is a financial advisory firm offering comprehensive wealth management services. Our team of experts, including Certified Financial Planners, Certified Public Accountants, and Insurance Professionals, provides daily guidance to clients. We assist clients in retirement planning, investment management, insurance planning, and tax strategies. With a focus on client education and financial success, our advisors help clients navigate the complexities of managing their wealth.


7. Capital Wealth Advisors

Capital Wealth Advisors (CWA) is a registered investment advisor offering estate and financial planning services. With a focus on wealth advisory and family office solutions, CWA provides personalized financial advice to high net worth individuals. CWA prioritizes client satisfaction and maintains strong relationships through their experienced team and comprehensive approach.


8. Knight Strategic Wealth

Knight Strategic Wealth is an investment advisory firm that provides customized investment solutions to investors. They offer services such as eliminating high interest debt, setting up emergency funds, and maximizing tax-advantaged accounts. Their focus is on helping clients achieve their specific risk profiles and investment goals.


9. Banyan Partners

Banyan Partners is a company that offers financial services and solutions to individual and institutional clients. They provide investment management, wealth planning, and financial advisory services.


10. Dakota Wealth Management

  • Website: dakotawm.com
  • Headquarters: Palm Beach Gardens, Florida, United States
  • Founded: 2018
  • Headcount: 11-50
  • Latest funding type: Private Equity
  • LinkedIn

Dakota Wealth Management is a financial services company that provides investment management, financial planning, tax services, and divorce planning. Their team of advisors and investment professionals use a unique blend of art and science to design personalized portfolios and care for their clients' legacies.


11. Estabrook Capital Management LLC

Estabrook Capital is a wealth management company that offers comprehensive financial planning, investment management, risk planning, and tax services. With over 40 years of experience, they provide personalized advice and service through a family office approach, catering to clients who have generated wealth from their businesses or inheritance. Their core values include experience, conviction, integrity, and a commitment to client service.


12. The Participant Effect

The Participant Effect provides investment advisory services for retirement plans through NFP Retirement and Fiduciary First.


13. Kawa Capital Management

  • Website: kawa.com
  • Headquarters: Aventura, Florida, United States
  • Founded: 2007
  • Headcount: 51-200
  • LinkedIn

Kawa.com is a company that offers capital management services. They provide investment advice and assistance to individuals and businesses, helping them optimize their financial portfolios.


14. Eagle Asset Management

  • Website: eagleasset.com
  • Headquarters: Saint Petersburg, Florida, United States
  • Founded: 1976
  • Headcount: 51-200
  • LinkedIn

Eagle Asset Management is a financial company offering investment services and solutions. They provide a wide range of investment options and expertise to help clients grow and manage their wealth.


15. Palm Beach Research Group

Palm Beach Group is a financial advisory company that offers expert advice and strategies for growing wealth and achieving financial prosperity. Through their publications, such as Palm Beach Daily, they provide insights and recommendations on safe assets, dividend-paying stocks, cryptocurrencies, and off-Wall Street investment ideas.


16. 211 Broward

211-broward.org is a company that provides financial services and support to individuals and organizations. They offer a range of services including financial planning, investment management, and wealth advisory.


17. DMK Advisor Group, Inc.

DMK Advisor Group is a financial services company that helps individuals, families, and businesses with their investment, insurance, and retirement planning needs. They offer a wide range of products and strategies to help their clients achieve their financial goals.


18. SlateStone Wealth, LLC

SlateStone Wealth LLC is a registered investment adviser with extensive leadership experience in the investment industry. They offer portfolio management, investment strategy, compliance, relationship management, and business development services.


19. AGW Capital Advisors

AGW Capital Advisors is a financial firm committed to helping individuals and organizations achieve their financial goals. With a team of specialized experts, they offer research-driven solutions and continuous improvement to deliver the best possible outcomes for their clients.


20. Guerra Financial Group

Guerra Financial Group is an investment advisory firm that helps families maximize their income, minimize taxes, and increase their legacy. They offer a strategic plan to achieve financial goals and provide services like tax planning and estate planning.


21. Holland Financial, Inc.

PlanStronger.com offers financial planning and retirement services to individuals and businesses. They provide personalized advice and support to help clients achieve their financial goals. With a focus on patient and unhurried meetings, their team goes the extra mile to care for the needs of their clients. Their services include investments, estate planning, and business brokerage.


22. GenTrust

  • Website: gentrustwm.com
  • Headquarters: Miami, Florida, United States
  • Founded: 2011
  • Headcount: 11-50
  • Latest funding type: Corporate Round
  • LinkedIn

GenTrust is a registered investment adviser specializing in asset management and wealth management. They offer flexible and differentiated solutions tailored to each client's needs. With a focus on providing personalized investment advice and services, GenTrust is committed to delivering exceptional results.


23. Spearhead

Spearhead Capital, LLC is a boutique financial services firm that specializes in providing customized solutions for ultra high net worth investors, family offices, and asset management firms. They focus on delivering long-term value to clients through a combination of balance sheet risk management techniques and investment management strategies.


24. Talon Wealth Management

Talon Wealth Management is a financial services company that provides retirement planning and investment advisory services. They aim to help individuals and families achieve their financial goals and secure their future.


Want to find more wealth management companies?


If you want to find more companies that provide financial advice, comprehensive investment strategies, and wealth preservation solutions you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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