Kaufman Rossin Wealth

Kaufman Rossin Wealth

Kaufman Rossin Wealth was established in 2019 as the wealth management affiliate of Kaufman Rossin, one of Florida's largest independent accounting and advisory firms. CEO Blain Heckaman leads the RIA, which was built to serve the investment and financial planning needs of the CPA firm's existing client base — business owners, professionals, and high-net-worth individuals concentrated in the Miami–Fort Lauderdale corridor. Unlike a standalone family office, the wealth manager operates under the umbrella of an established professional services brand, with client acquisition tied directly to referrals from tax and audit partners. The firm structures its investment approach around financial planning-led portfolio construction, deploying capital across equities, fixed income, and alternative investments through separately managed accounts and third-party manager selection. Kaufman Rossin Wealth does not operate a proprietary fund series; it constructs portfolios using external strategies and individual securities. The geographic focus remains heavily weighted toward Florida, with client assets clustered in the tri-county South Florida region. The firm's advisory services span retirement planning, estate coordination, and tax-aware investing — leveraging the accounting firm's tax expertise as a sourcing and retention advantage. Team scale and adjacent structures remain opaque. Kaufman Rossin Wealth does not publicly disclose headcount or total assets under advisement. The broader Kaufman Rossin entity — founded in 1962 by James Kaufman and James Rossin — has grown to include audit, tax, and advisory divisions with hundreds of professionals, but the wealth arm's specific resource allocation is not broken out in public filings. In 2023, CEO Blain Heckaman was recognized in Barron's list of top independent financial advisors, signaling the RIA's growing visibility within the wealth management industry (per Barron's, 2023). The firm maintains a single headquarters in Fort Lauderdale. Kaufman Rossin Wealth's structural differentiator is its embedded position within a top-100 US accounting firm. Most RIAs build client pipelines through custodial referral programs, digital marketing, or acquisition; this firm's flow originates inside the tax practice, where the advisor meets the client during compliance or transaction events. That architecture ties growth directly to the accounting firm's partnership dynamics and makes the wealth manager a captive beneficiary of the parent firm's client retention, but also limits its brand independence and national reach outside the Kaufman Rossin referral network.