RIA IntelAdvisersFloridaGEN2 ADVISORS, LLC

GEN2 ADVISORS, LLC

Advisory

FL

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in FL
#1,601
of 2,610 advisers by AUM
Average account
$712K
across 73 accounts
AUM per adviser
$52M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM
$52M
Discretionary %
100%
Clients
17
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

VANQUISH ADVISORS LLC
DELRAY BEACH, FL
$52M
SUSKO WEALTH MANAGEMENT, LLC
NAPLES, FL
$52M
JURICK FINANCIAL SERVICES
PARKLAND, FL
$52M
TOURADJI CAPITAL MANAGEMENT LP
BOCA RATON, FL
$52M
+30.2% 1Y
SAPPHIRE WEALTH CONSULTING, INC.
PONTE VEDRA BEACH, FL
$52M
FIVENCA ASSET MANAGEMENT LLC
MIAMI, FL
$52M
-13.0% 1Y

Get the full picture on GEN2 ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GEN2 ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans