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LIVESKU: DB-RIA-FL

Florida RIA Dataset

613 Firms • State of Florida Coverage

Dataset Overview

613 state-registered investment advisory firms in Florida. Sourced from the SEC/FINRA IAPD State IA Feed as of May 21, 2026.

43 structured fields including firm identity, AUM tier, fee model, client type, custody status, disciplinary flags, and web presence status. Delivered as instant-download ZIP (Excel + CSV).

Florida represents a highly concentrated geography for retirement and private wealth advisory services. This pack is specifically designed for wholesalers, alternative asset managers, and Southeast-focused territory leads looking for clean, structured data on the Florida state-registered investment advisor market.

Use Cases

  • Florida distribution territory build
  • Retirement-focused RIA targeting (high Florida concentration)
  • Regional alternative asset manager outreach
  • CRM import for Southeast-focused financial services teams
One-Time Purchase Price
$349
  • XLSX file with Cover / Data / Summary tabs
  • CSV format for CRM or workflow import
  • Full Data Dictionary
  • README file
  • License and Disclaimer documentation
Get the Florida Dataset

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Product Info: Public-source data product. Not compliance-verified. Not investment advice. Not a recommendation of any kind.