RIA IntelAdvisersFloridaREGISTERED INVESTMENT ADVISORS, LLC

REGISTERED INVESTMENT ADVISORS, LLC

Advisory

FL

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in FL
#1,723
of 2,610 advisers by AUM
Average account
$794K
across 50 accounts
AUM per adviser
$40M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM
$40M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, LA, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

GLENN MARTIN EISENBERG
NAPLES, FL
$40M
-11.8% 1Y
B ONE MANAGEMENT LLC
AVENTURA, FL
$40M
ALES29 ADVISORS, INC
$40M
PRIVILEGED PLANNING INC.
GREEN COVE SPRINGS, FL
$40M
ROYAL PALM INVESTMENT ADVISORS, INC
LONGWOOD, FL
$40M
MAZUELOS & COMPANY, LLC
$40M

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