| 1. Tobias Financial Advisors CRD 104711 · Corporation | PLANTATION, FL | $1.2B Apr 2026 | +$298.8M+33.5% | +$550.1M+85.8% | +$678.1M+132.2% | +$1.0B+565.7% | +7 employees+36.8% over 3Y | +488 accounts+28.9% over 3Y |
| 2. Lwm Advisory Services, LLC CRD 172009 · Limited Liability Company | PLANTATION, FL | $1.1B Apr 2026 | +$253.1M+30.2% | +$494.3M+82.9% | +$686.1M+169.5% | — | +1 employees+11.1% over 3Y | +232 accounts+13.2% over 3Y |
| 3. Mg&a Wealth CRD 284866 · Corporation | PLANTATION, FL | $1.0B Mar 2026 | +$196.5M+23.9% | +$308.7M+43.5% | +$256.7M+33.7% | +$560.9M+122.7% | +4 employees+36.4% over 3Y | +811 accounts+72.9% over 3Y |
| 4. Northstar Financial Planners, INC. CRD 131507 · Corporation | PLANTATION, FL | $311.6M Feb 2026 | +$61.8M+24.7% | +$75.6M+32.0% | +$130.8M+72.4% | +$239.0M+329.0% | +2 employees+33.3% over 3Y | +268 accounts+34.1% over 3Y |
| 5. Sterling Wealth Advisors, INC. CRD 124121 · Corporation | PLANTATION, FL | $223.5M Apr 2026 | +$35.9M+19.2% | +$87.2M+63.9% | — | +$87.5M+64.3% | 0 employees+0.0% over 3Y | -94 accounts-21.3% over 3Y |
| 6. Niles Investment Management, LLC CRD 329384 · Limited Liability Company | PLANTATION, FL | $185.5M Mar 2026 | +$66.6M+56.1% | — | — | +$113.9M+159.0% | +1 employees+33.3% over 1Y | 0 accounts+0.0% over 1Y |
| 7. Actitrust Wealth Management LLC CRD 284827 · Limited Liability Company | PLANTATION, FL | $140.5M Feb 2026 | +$20.7M+17.3% | +$25.0M+21.6% | — | +$26.8M+23.6% | +4 employees+133.3% over 3Y | -22 accounts-12.7% over 3Y |
| 8. Abacus Capital Advisors CRD 309295 · Limited Liability Company | PLANTATION, FL | $119.5M Mar 2026 | +$16.2M+15.7% | — | — | +$16.2M+15.7% | 0 employees+0.0% over 1Y | +29 accounts+56.9% over 1Y |