Who Are the Fastest-Growing Wealth Management Firms in South Florida? Global Wealth Management Recognized for a Third Year
FORT LAUDERDALE, Fla., Aug. 27, 2026 /PRNewswire/ -- Global Wealth Management (GWM), a Florida retirement planning and wealth management firm, has been named one of the "Fastest-Growing Companies" in South Florida by the South Florida Business Journal for the third consecutive year.* The recognition comes as the firm continues to expand its footprint across Florida, now serving clients from six offices between Fort Lauderdale and The Villages.
"Awards are wonderful, but what means the most to us is that we still do this the same way we did on day one, one family, one conversation, one plan at a time," said Andrew Costa, Managing Director and Co-Founder. "Every family who sits down with us is trusting us with a lifetime of work. We never take that for granted. Our job is to keep earning that trust."
"Growth was never the goal. Taking care of people is the goal, and growth is what happens when you do it well," added Grant Conness, Managing Director and Co-Founder. "What people want from retirement is confidence, the freedom to enjoy the years they earned. When we give someone a plan they truly understand, you can see the relief on their face. Clients don't just stay. They send us their neighbors and friends, and there's no greater compliment than that."
"Seeing our name on this list for a third year is truly humbling, and the credit belongs to our team," said Ivan Minkov, CEO. "Our advisors and staff know our clients by name, not by account. They know the retirement dreams, the family milestones, the grandkids. I'm grateful for this team every single day."
Rankings were determined by independent accounting firm CohnReznick LLP using fiscal year 2023-2025 revenue data. Recognition is based on revenue growth, not investment performance.
About GWM
Founded in 2009, GWM provides retirement, income, and estate planning for retirees and pre-retirees at six Florida offices: Fort Lauderdale, Weston, Coral Springs, Boynton Beach, Sarasota, and The Villages. GWM is a registered investment advisor with over $1.4 billion in Assets Under Advisement (AUA) as of August 2026.
Disclosures
*GWM did not pay for the ranking but purchased award materials for marketing. 2024 award announced 8/22/2024, time-period is fiscal years 2021-2023; 2025 award announced 06/19/2025, time-period is fiscal years 2022-2024; 2026 award announced 06/18/2026, time period is fiscal years 2023-2025.
AUA includes all client assets for which GWM provides strategic oversight, including assets under management, brokerage accounts, insurance products, and alternative investments as part of a comprehensive financial planning approach. Global Wealth Management Investment Advisory, Inc. (GWMIA) is an SEC-registered investment adviser. Registration does not imply SEC endorsement or a particular level of skill or ability. Insurance services are offered separately through affiliated Global Wealth Retirement Planning, LLC (GWRP). GWMIA and GWRP are separate but affiliated entities doing business as Global Wealth Management.
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SOURCE Global Wealth Management
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