RIA Intel›Advisers›Florida›ROYAL PALM INVESTMENT ADVISORS, INC

ROYAL PALM INVESTMENT ADVISORS, INC

Advisory

LONGWOOD, FL

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in FL

#1,720

of 2,610 advisers by AUM

Average account

$165K

across 241 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients101

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates In8 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

101 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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