Data / Investment advisers / $1 billion to $10 billion in AUM / Florida

Investment advisers in Florida with $1 billion to $10 billion in AUM: 223 firms

Name: Investment advisers in Florida with $1 billion to $10 billion in AUM
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

223 SEC registered investment advisers in Florida report between $1 billion and $10 billion in regulatory assets under management, $652 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Hood River Capital Management LLC with $9.5 billion.

The request: Every investment adviser in Florida with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in Florida Watch new advisers in Florida

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

223Advisers
223SEC registered
$652 billionTotal AUM
223Advisers over $100 million
120Manage private funds
November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	AUM	Accounts	Employees	Private funds	Phone	Website	Source
Hood River Capital Management LLC	Palm Beach Gardens	$9.45 billion	56	20	3	(561) 484-5699		adviserinfo.sec.gov
Comvest Credit Advisors, LLC	West Palm Beach	$9.25 billion	12	150	12	(561) 727-2000		adviserinfo.sec.gov
Deerpath Capital Management, LP	Fort Lauderdale	$9.03 billion	42	100	20	(617) 703-0653	deerpathcapital.com	adviserinfo.sec.gov
Gramercy Funds Management LLC	West Palm Beach	$8.69 billion	51	75	43	(203) 552-1900		adviserinfo.sec.gov
Facet	West Palm Beach	$8.69 billion	47,740	262	Not listed	(443) 376-6222	reddit.com	adviserinfo.sec.gov
J. W. Cole Advisors, Inc.	Tampa	$8.25 billion	31,247	550	Not listed	(813) 935-6776	jw-cole.com	adviserinfo.sec.gov
Bramshill Investments, LLC	Naples	$8.14 billion	2,536	38	2	(239) 920-7310		adviserinfo.sec.gov
Flexpoint Ford, LLC	Miami	$7.89 billion	22	65	22	(786) 885-1850	flexpointford.com	adviserinfo.sec.gov
Ae Industrial Partners, LP	Boca Raton	$7.72 billion	36	90	36	(203) 521-4466	aeroequity.com	adviserinfo.sec.gov
DSM Capital Partners	Palm Beach Gardens	$7.56 billion	2,466	25	2	(561) 618-4000	dsmcapital.com	adviserinfo.sec.gov
Dimension Capital Management LLC	Coral Gables	$7.29 billion	570	50	94	(305) 371-2776	dimensioncapital.com	adviserinfo.sec.gov
Daemon Investment and Asset Management, LLC	Miami	$7.10 billion	5	3	3	(786) 577-3074	daemoninvestments.com	adviserinfo.sec.gov
Community Capital Management, LLC	Fort Lauderdale	$7.00 billion	89	39	Not listed	(877) 272-1977		adviserinfo.sec.gov
Dakota Wealth, LLC	Palm Beach Gardens	$6.94 billion	11,161	91	1	(561) 774-8101	dakotawm.com	adviserinfo.sec.gov
Imperial Fund Asset Management LLC	Fort Lauderdale	$6.84 billion	89	12	4	(855) 226-5200		adviserinfo.sec.gov
Prospect Capital Management L.P.	West Palm Beach	$6.64 billion	4	143	Not listed	(561) 285-4044		adviserinfo.sec.gov
Kovack Advisors, Inc.	Ft. Lauderdale	$6.28 billion	20,493	320	Not listed	(954) 782-4771	kovackadvisors.com	adviserinfo.sec.gov
Rivernorth Capital Management, LLC	West Palm Beach	$6.17 billion	32	20	5	(561) 484-7185	rivernorth.com	adviserinfo.sec.gov
A Fin Management LLC	Sunny Isles Beach	$6.16 billion	6	30	6	(305) 280-0680	affinitypartners.com	adviserinfo.sec.gov
Pennantpark Investment Advisers, LLC	Miami Beach	$6.16 billion	15	91	12	(212) 905-1000		adviserinfo.sec.gov
Warren Equity Partners Manager, L.P.	Jacksonville Beach	$6.09 billion	38	67	38	(904) 746-7027	warrenequity.com	adviserinfo.sec.gov
Trivest Investment Advisors, LLC	Coral Gables	$6.01 billion	19	100	19	(305) 858-2200		adviserinfo.sec.gov
Third Lake Partners, LLC	Tampa	$5.97 billion	53	16	46	(813) 497-8100		adviserinfo.sec.gov
Isam Funds (USA) LLC	Boca Raton	$5.95 billion	12	69	3	(212) 561-1200	isamfunds.com	adviserinfo.sec.gov
Deprince, Race & Zollo, Inc.	Winter Park	$5.89 billion	80	27	1	(407) 420-9903		adviserinfo.sec.gov
Sun Capital Advisors, L.P.	Boca Raton	$5.84 billion	16	58	16	(561) 394-0550	vimeo.com	adviserinfo.sec.gov
Gladstone Wealth Partners	Palm Beach Gardens	$5.68 billion	18,794	186	Not listed	(908) 719-1313	gladstonewealth.com	adviserinfo.sec.gov
Altarock Partners LP	West Palm Beach	$5.66 billion	2	7	2	(561) 200-1300	altarockpartners.com	adviserinfo.sec.gov
Yale Capital Corp.	St. Petersburg	$5.62 billion	118	7	Not listed	(727) 823-0006	yalecapital.com	adviserinfo.sec.gov
STWD Investment Management, LLC	Miami Beach	$5.43 billion	9	139	2	(305) 695-5500		adviserinfo.sec.gov
HQ Capital Private Equity LLC	Miami	$5.40 billion	50	78	19	(786) 944-0500		adviserinfo.sec.gov
Aliya Capital Partners LLC	Miami	$5.34 billion	217	18	104	(305) 831-4999		adviserinfo.sec.gov
Skye Global Management LP	West Palm Beach	$5.21 billion	4	7	1	(212) 256-8923	skyeglobal.com	adviserinfo.sec.gov
Gentrust	Miami	$5.20 billion	1,527	40	Not listed	(305) 677-6688		adviserinfo.sec.gov
Insigneo Advisory Services, LLC	Miami	$5.16 billion	5,107	223	1	(305) 373-9000	insigneo.com	adviserinfo.sec.gov
Corient IA LP	Miami	$5.11 billion	187	100	111	(305) 735-2020		adviserinfo.sec.gov
Moran Wealth Management, LLC	Naples	$5.10 billion	12,260	57	Not listed	(239) 920-4440		adviserinfo.sec.gov
Newport Group Consulting, LLC	Lake Mary	$5.05 billion	3,768	31	Not listed	(407) 333-2905	ascensus.com	adviserinfo.sec.gov
Slavic Mutual Funds Management Corp.	Boca Raton	$4.97 billion	6,754	13	Not listed	(561) 241-9244	engage401kportal.com	adviserinfo.sec.gov
GWN Securities Inc.	Palm Beach Gardens	$4.75 billion	66,025	707	Not listed	(561) 472-2700		adviserinfo.sec.gov
Kinetic Partners Management, LP	Miami	$4.73 billion	10	15	6	(305) 390-4400	kineticpartners.com	adviserinfo.sec.gov
Acasta Partners US LLC	Boca Raton	$4.72 billion	4	4	1	+44 20 7070 2500	acasta.com	adviserinfo.sec.gov
Bowen, Hanes & Co Inc	Ponte Vedra Beach	$4.62 billion	208	10	Not listed	(404) 995-0507	bowenhanes.com	adviserinfo.sec.gov
Templeton Investment Counsel, LLC	Ft. Lauderdale	$4.61 billion	521	31	1	(954) 527-7500	ftinstitutional.com	adviserinfo.sec.gov
Dwight Investment Management LLC	Sunny Isles Beach	$4.56 billion	8	41	1	(212) 960-3750	dwightmortgagetrust.com	adviserinfo.sec.gov
Cwa Asset Management Group	Naples	$4.51 billion	5,041	67	3	(239) 434-7434		adviserinfo.sec.gov
Valley Forge Capital Management	Miami	$4.45 billion	4	9	3	(305) 210-6000		adviserinfo.sec.gov
Redwheel	Miami	$4.38 billion	10	22	2	(305) 602-9501	redwheel.com	adviserinfo.sec.gov
Good Life Advisors, LLC	Celebration	$4.35 billion	21,842	135	Not listed	(407) 477-4887		adviserinfo.sec.gov
Sirenia Capital Management LP	Miami Beach	$4.26 billion	3	13	2	(212) 516-4765		adviserinfo.sec.gov
Sound Income Strategies, LLC	Fort Lauderdale	$4.18 billion	24,756	134	Not listed	(954) 487-1860	thecapitalizedretirement.com	adviserinfo.sec.gov
Archpoint Investors	Coral Gables	$4.13 billion	287	11	2	(786) 810-3660	archpointinvestors.com	adviserinfo.sec.gov
Finaccess Advisors LLC	Miami	$4.11 billion	160	13	Not listed	(305) 377-1112		adviserinfo.sec.gov
Siris Capital Group, LLC	West Palm Beach	$4.09 billion	10	24	10	(212) 231-0095	siris.com	adviserinfo.sec.gov
Money Concepts Advisory Service	Palm Beach Gardens	$4.07 billion	17,032	478	Not listed	(561) 472-2000	moneyconcepts.com	adviserinfo.sec.gov
Valor Advisors LLC	Miami	$4.01 billion	69	16	Not listed	(305) 424-1432	valorad.com	adviserinfo.sec.gov
Advus Financial Partners, LLC	Winter Park	$3.97 billion	1,329	16	Not listed	(407) 585-1160	vimeo.com	adviserinfo.sec.gov
Shaolin Capital Management LLC	Miami	$3.89 billion	5	14	1	(212) 433-4310	shaolincapital.com	adviserinfo.sec.gov
Assuredpartners Investment Advisors	Orlando	$3.88 billion	4,276	55	Not listed	(407) 708-0050	apadvisors.com	adviserinfo.sec.gov
Defiance Etfs, LLC	Miami	$3.86 billion	4	7	Not listed	(833) 333-9383		adviserinfo.sec.gov
Timucuan Asset Management Inc	Jacksonville	$3.81 billion	621	10	1	(904) 356-1739	timucuan.com	adviserinfo.sec.gov
Eulav Asset Management	Sarasota	$3.70 billion	6	12	Not listed	(212) 907-1900	eulavam.com	adviserinfo.sec.gov
Fourth Sail Capital US LP	Boca Raton	$3.67 billion	7	3	3	(646) 355-2764	fourthsailcap.com	adviserinfo.sec.gov
Provenance Wealth Advisors	Fort Lauderdale	$3.63 billion	3,820	52	Not listed	(954) 712-8888		adviserinfo.sec.gov
Arbor Investments Management, LLC	Palm Beach	$3.48 billion	11	29	11	(312) 981-3770		adviserinfo.sec.gov
Doubleline Alternatives LP	Tampa	$3.47 billion	7	171	Not listed	(813) 791-7333	doubleline.com	adviserinfo.sec.gov
Ceredex Value Advisors LLC	Winter Park	$3.43 billion	24	13	Not listed	(407) 674-1270		adviserinfo.sec.gov
Certuity, LLC	North Palm Beach	$3.30 billion	1,828	35	27	(561) 693-3255	certuity.com	adviserinfo.sec.gov
Tremblant Advisors LP	West Palm Beach	$3.27 billion	2	19	Not listed	(212) 303-7373	tremblantetf.com	adviserinfo.sec.gov
Gryphon Wealth	Jacksonville	$3.24 billion	3,071	22	Not listed	(904) 450-5330		adviserinfo.sec.gov
Cumberland Advisors	Sarasota	$3.22 billion	2,349	36	Not listed	(800) 257-7013	google.com	adviserinfo.sec.gov
Evensky & Katz/Foldes Wealth Management	Coral Gables	$3.21 billion	5,801	44	Not listed	(305) 448-8882	evensky.com	adviserinfo.sec.gov
Csenge Advisory Group, LLC	Clearwater	$3.17 billion	14,361	74	Not listed	(727) 437-6000		adviserinfo.sec.gov
Cyndeo Wealth Partners	St. Petersburg	$3.15 billion	5,330	28	1	(727) 472-3700	cyndeowp.com	adviserinfo.sec.gov
Certified Advisory Corp	Altamonte Springs	$3.04 billion	6,372	39	Not listed	(407) 869-9800	financialgroup.com	adviserinfo.sec.gov
Shariaportfolio, Inc.	Lake Mary	$3.01 billion	3,125	21	1	(321) 275-5125		adviserinfo.sec.gov
Larch Capital Partners LLC	Miami	$3.00 billion	613	17	Not listed	(786) 677-4120	larchcapitalpartners.com	adviserinfo.sec.gov
MMBG Investment Advisors Co.	Miami	$2.98 billion	234	14	Not listed	(305) 374-0704	mmbginvestment.com	adviserinfo.sec.gov
CPS Investment Advisors	Lakeland	$2.89 billion	7,364	60	Not listed	(863) 688-1725		adviserinfo.sec.gov
Timothy Partners, LTD.	Maitland	$2.86 billion	1	24	Not listed	(407) 644-1986	timothyplan.com	adviserinfo.sec.gov
Quantitative Systematic Strategies LLC	St. Augustine	$2.83 billion	2	5	1	(904) 686-6100	quantss.com	adviserinfo.sec.gov
Mariner Institutional, LLC	Winter Park	$2.82 billion	59	148	Not listed	(844) 442-6326	marinerwealthadvisors.com	adviserinfo.sec.gov
Kawa Capital Management, Inc.	Hallandale Beach	$2.82 billion	56	53	11	(305) 560-5200		adviserinfo.sec.gov
L 1 Global Wealth LLC	Coconut Grove	$2.81 billion	139	4	Not listed	(305) 848-3411		adviserinfo.sec.gov
Lri Investments	Palm Beach Gardens	$2.78 billion	1,542	35	Not listed	(561) 323-2265		adviserinfo.sec.gov
HOLDCO Asset Management, LP	Fort Lauderdale	$2.76 billion	4	7	4	(954) 433-6862		adviserinfo.sec.gov
1789 Capital Management	Palm Beach	$2.73 billion	26	13	26	(561) 223-9937	1789capital.io	adviserinfo.sec.gov
Eir Partners Capital, LP	Miami	$2.72 billion	14	16	14	(305) 290-3001	eirpartners.com	adviserinfo.sec.gov
Ingham Retirement Group	Miami	$2.62 billion	1,056	10	Not listed	(305) 671-2200	ingham.com	adviserinfo.sec.gov
Divisadero Street Capital Management, LP	Miami Beach	$2.61 billion	4	11	1	(917) 318-3611		adviserinfo.sec.gov
International Assets Investment Management, LLC	Orlando	$2.57 billion	8,531	124	Not listed	(407) 254-1500	iaac.com	adviserinfo.sec.gov
Mas Advisors LLC	Coral Gables	$2.56 billion	295	13	Not listed	(786) 364-3101	masadvisorsllc.com	adviserinfo.sec.gov
Phase 3 Capital Management LLC	Boca Raton	$2.54 billion	6	9	2	(312) 858-3800	p3cm.com	adviserinfo.sec.gov
Azora Capital LP	Miami	$2.50 billion	19	16	3	(212) 651-2231	azoracapital.com	adviserinfo.sec.gov
Concurrent Asset Management, LLC	Tampa	$2.49 billion	7,204	3	2	(813) 575-2652		adviserinfo.sec.gov
Fiduciary First	Maitland	$2.46 billion	42	7	Not listed	(407) 740-6111		adviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLC	Tampa	$2.45 billion	5,136	39	1	(813) 963-2500	jaffetilchin.com	adviserinfo.sec.gov
3650 REIT Investment Management LLC	Miami	$2.43 billion	13	16	16	(305) 901-1010	3650reitinvestmentmanagement.com	adviserinfo.sec.gov
Comvest Advisors LLC	West Palm Beach	$2.43 billion	8	150	8	(561) 727-2000	comvest.com	adviserinfo.sec.gov
Sterling Investment Management	West Palm Beach	$2.41 billion	13	52	13	(561) 835-1810	sterlingorganization.com	adviserinfo.sec.gov
Forest Avenue Capital Management LP	Miami	$2.41 billion	4	11	1	(305) 847-9750		adviserinfo.sec.gov
Efg Private Wealth Management (Americas) Corp.	Miami	$2.30 billion	696	56	Not listed	(305) 482-8000	efginternational.com	adviserinfo.sec.gov
Fidelis Capital	Tampa	$2.28 billion	1,228	22	Not listed	(813) 934-6246	fideliscapital.com	adviserinfo.sec.gov
Hidden Harbor Capital Management, L.P.	Boca Raton	$2.25 billion	9	32	9	(954) 400-1140		adviserinfo.sec.gov
Absolute Investment Advisers, LLC	Rosemary Beach	$2.23 billion	9	16	1	(781) 740-1904	absoluteadvisers.com	adviserinfo.sec.gov
Koss-Olinger Consulting, LLC.	Gainesville	$2.23 billion	2,920	30	Not listed	(352) 373-3337	kossolinger.com	adviserinfo.sec.gov
Heritage Investment Group, Inc.	Pompano Beach	$2.23 billion	2,239	21	Not listed	(954) 785-5400	heritageinvestment.com	adviserinfo.sec.gov
Aristotle Atlantic Partners, LLC	Sarasota	$2.22 billion	362	7	Not listed	(212) 652-4150		adviserinfo.sec.gov
Occudo Quantitative Strategies LP	Fort Lauderdale	$2.22 billion	5	5	1	(917) 853-3286	occudo.com	adviserinfo.sec.gov
Ram Realty Advisors LLC	Palm Beach Gardens	$2.14 billion	8	54	8	(561) 282-4600		adviserinfo.sec.gov
Fairholme Capital Management, L.L.C.	South Miami	$2.14 billion	81	7	Not listed	(305) 358-3000	clients.fairholme.net	adviserinfo.sec.gov
Doubleline ETF Adviser LP	Tampa	$2.13 billion	9	259	Not listed	(813) 791-7333		adviserinfo.sec.gov
Suncoast Equity Management, LLC	Tampa	$2.11 billion	1,951	12	Not listed	(813) 963-0502	suncoastequity.com	adviserinfo.sec.gov
Alpine Associates Management Inc.	Palm Beach	$2.09 billion	11	26	9	(561) 834-6550	alpineassociatesmanagement.com	adviserinfo.sec.gov
Indivisible Partners	Clearwater	$2.08 billion	2,672	24	Not listed	(732) 306-5490	indivisible.com	adviserinfo.sec.gov
Sawgrass Asset Management LLC	Ponte Vedra Beach	$2.05 billion	223	15	1	(904) 493-5500		adviserinfo.sec.gov
Volatility Shares LLC	Palm Beach Gardens	$2.04 billion	9	10	Not listed	(866) 261-0273		adviserinfo.sec.gov
Point Break Capital Management LLC	Miami	$2.04 billion	1	11	1	(786) 226-8211	pointbreakcm.com	adviserinfo.sec.gov
Provise Management Group, LLC	Clearwater	$2.03 billion	3,492	22	Not listed	(727) 441-9022		adviserinfo.sec.gov
Althum Advisors LLC	Miami	$2.03 billion	84	11	Not listed	(305) 456-7645	althumadvisors.com	adviserinfo.sec.gov
Corry Capital Advisors, LLC	Vero Beach	$2.01 billion	19	9	7	(412) 741-2700	corrycapital.com	adviserinfo.sec.gov
Naples Global Advisors	Naples	$2.00 billion	1,791	20	Not listed	(239) 776-7900	verobeachglobaladvisors.com	adviserinfo.sec.gov
Evolution Wealth Advisors, LLC	Aventura	$1.96 billion	1,071	15	Not listed	(305) 921-4740	ewadvisors.net	adviserinfo.sec.gov
3edge Asset Management, LP	Naples	$1.95 billion	2,207	24	Not listed	(844) 903-3343	podcasts.apple.com	adviserinfo.sec.gov
Bulltick Wealth Management, LLC	Miami	$1.95 billion	479	62	1	(305) 533-1541	bulltick.com	adviserinfo.sec.gov
Capital Z Partners Management, LLC	Naples	$1.94 billion	5	5	5	(212) 965-2456	capitalz.com	adviserinfo.sec.gov
Lorient Capital Management, LLC	Miami	$1.94 billion	17	29	13	(248) 247-3900		adviserinfo.sec.gov
Fourthought Financial Partners, LLC.	Venice	$1.93 billion	4,199	20	Not listed	(941) 408-8557		adviserinfo.sec.gov
Cip Pe Advisors, LLC	West Palm Beach	$1.92 billion	10	23	10	(561) 727-2000		adviserinfo.sec.gov
Mora Capital Management, LLC	Miami	$1.90 billion	684	49	1	(305) 459-5400	moracm.com	adviserinfo.sec.gov
Palisades Hudson Asset Management, L.P.	Fort Lauderdale	$1.84 billion	171	14	3	(954) 524-5552		adviserinfo.sec.gov
A&M Private Wealth Partners, LLC	West Palm Beach	$1.83 billion	250	28	Not listed	(561) 268-0900	ampwp.com	adviserinfo.sec.gov
Slatestone Wealth LLC	Jupiter	$1.76 billion	1,580	28	Not listed	(561) 244-2504		adviserinfo.sec.gov
Commonwealth Credit Advisors, LLC	West Palm Beach	$1.73 billion	2	150	1	(561) 727-2000		adviserinfo.sec.gov
Agw Capital Advisors	Tampa	$1.73 billion	2,044	21	1	(813) 254-4700	agwcapital.com	adviserinfo.sec.gov
Wexford Capital LP	West Palm Beach	$1.72 billion	16	39	13	(561) 273-8600	wexford.com	adviserinfo.sec.gov
RK Capital Management, LLC	Weston	$1.72 billion	4	9	3	(561) 408-1711	rkcapl.com	adviserinfo.sec.gov
Accurate Wealth Management, LLC	Wesley Chapel	$1.71 billion	2,612	47	Not listed	(813) 994-0984	providentwealthllc.com	adviserinfo.sec.gov
The Praedium Group LLC	Boca Raton	$1.71 billion	17	10	17	(212) 224-5600	praediumgroup.com	adviserinfo.sec.gov
Prescott General Partners LLC	Boca Raton	$1.69 billion	3	5	1	(561) 314-0800		adviserinfo.sec.gov
Fora Capital, LLC	Miami	$1.67 billion	4	8	1	(786) 558-3902	foracapital.com	adviserinfo.sec.gov
Blue Sea Capital LLC	West Palm Beach	$1.65 billion	6	24	6	(561) 655-8400	blueseacapital.com	adviserinfo.sec.gov
Ars Wealth Advisors	St. Petersburg	$1.64 billion	2,750	24	Not listed	(727) 322-7681	focusfinancialpartners.com	adviserinfo.sec.gov
Forgelight LLC	Miami	$1.63 billion	6	5	6	(305) 847-9770	forgelight.com	adviserinfo.sec.gov
Intrepid Capital Management Inc	Jacksonville Beach	$1.62 billion	673	16	2	(904) 246-3433		adviserinfo.sec.gov
Sierra Capital LLC	Miami	$1.61 billion	435	8	2	(212) 867-3533	sierracap.com	adviserinfo.sec.gov
Leste Capital Partners (Florida), LLC	Miami	$1.61 billion	57	19	25	(305) 929-9200		adviserinfo.sec.gov
Ciccarelli Advisory Services Inc	Naples	$1.59 billion	3,553	16	Not listed	(239) 262-6577		adviserinfo.sec.gov
Locust Point Capital	Miami	$1.58 billion	4	43	4	(732) 945-7474	locustpointcapital.com	adviserinfo.sec.gov
Credicorp Capital Advisors LLC	Miami	$1.58 billion	369	26	Not listed	(305) 455-0975	credicorpcapital.com	adviserinfo.sec.gov
Calton & Associates, Inc.	Tampa	$1.58 billion	6,969	373	Not listed	(813) 264-0440	calton.com	adviserinfo.sec.gov
Evertern Wealth, LLC	Naples	$1.56 billion	1,153	12	Not listed	(239) 508-7700	everternwealth.com	adviserinfo.sec.gov
Royal Fund Management, LLC	Lady Lake	$1.56 billion	11,041	93	Not listed	(352) 750-1637		adviserinfo.sec.gov
Triartisan Capital Advisors LLC	West Palm Beach	$1.56 billion	9	7	7	(561) 295-3485	triartisan.com	adviserinfo.sec.gov
CNL Strategic Capital Management, LLC	Orlando	$1.54 billion	1	7	Not listed	(407) 650-1000		adviserinfo.sec.gov
Meteora Capital, LLC	Boca Raton	$1.54 billion	15	16	6	(212) 207-0090	meteoracapital.com	adviserinfo.sec.gov
Anderson Financial Partners, Inc.	Ponte Vedra	$1.52 billion	34	4	Not listed	(904) 280-8995	andersonfinancialpartners.com	adviserinfo.sec.gov
22c Capital LLC	Boca Raton	$1.51 billion	13	19	13	(212) 390-9420		adviserinfo.sec.gov
Serengeti Asset Management LP	West Palm Beach	$1.48 billion	52	29	20	(212) 672-2220		adviserinfo.sec.gov
Activest Wealth Management, LLC	Aventura	$1.46 billion	1,767	22	Not listed	(954) 399-8121	activestwm.com	adviserinfo.sec.gov
Private Capital Management	Naples	$1.44 billion	466	21	7	(239) 254-2500	pcmvaluefund.com	adviserinfo.sec.gov
Spirepoint Private Client, LLC	Vero Beach	$1.44 billion	1,376	10	Not listed	(772) 316-1271	spirepointpc.com	adviserinfo.sec.gov
Terracap Management LLC	Naples	$1.44 billion	11	21	11	(239) 540-2002	terracapmgmt.com	adviserinfo.sec.gov
Eightfold Real Estate Capital, L.P.	Miami	$1.43 billion	13	19	11	(305) 503-4050	eightfoldcapital.com	adviserinfo.sec.gov
Tallvine Partners Management LP	Coral Gables	$1.42 billion	7	16	7	(786) 475-3890	tallvinepartners.com	adviserinfo.sec.gov
Water Street Capital, Inc.	Jacksonville	$1.42 billion	5	16	5	(904) 355-5959	wscapital.com	adviserinfo.sec.gov
Elion Partners, LLC	Miami	$1.41 billion	28	27	21	(305) 933-3538	elionpartners.com	adviserinfo.sec.gov
Arrington Capital Investment Management, LLC	Miami	$1.41 billion	6	10	3	(786) 548-1886	arringtoncapital.com	adviserinfo.sec.gov
Founders Family Office	Miami	$1.40 billion	289	17	Not listed	(305) 650-2997		adviserinfo.sec.gov
J. L. Bainbridge & Co., Inc.	Sarasota	$1.37 billion	2,070	11	Not listed	(941) 365-3435		adviserinfo.sec.gov
Seaview Investment Managers LLC	Coral Gables	$1.37 billion	1,597	13	Not listed	(305) 330-2332		adviserinfo.sec.gov
BBVA Global Wealth Advisors, Inc.	Miami	$1.36 billion	792	84	Not listed	(305) 205-7752	bbvaglobalwealthadvisors.com	adviserinfo.sec.gov
Hobe Mountain Capital Management LLC	West Palm Beach	$1.35 billion	13	6	Not listed	(728) 300-6754		adviserinfo.sec.gov
Fifth Avenue Family Office	Naples	$1.35 billion	124	7	Not listed	(239) 262-6300	fifthavenuefamily.com	adviserinfo.sec.gov
Intellus Advisors, LLC	Naples	$1.35 billion	3,462	15	Not listed	(239) 649-3600	intellusadvisors.com	adviserinfo.sec.gov
Moisand Fitzgerald Tamayo, LLC	Orlando	$1.35 billion	3,662	30	Not listed	(407) 869-6228		adviserinfo.sec.gov
Thomas J. Herzfeld Advisors, Inc.	Miami Beach	$1.34 billion	336	15	9	(305) 777-1660		adviserinfo.sec.gov
Allie Family Office LLC	Miami	$1.32 billion	51	11	Not listed	(786) 635-7162		adviserinfo.sec.gov
Northampton Capital Partners	Miami	$1.31 billion	7	12	6	(914) 309-1746		adviserinfo.sec.gov
Crystal Capital Partners, LLC	Bay Harbor Islands	$1.30 billion	615	23	2	(305) 868-1500	crystalfunds.com	adviserinfo.sec.gov
Rizvi Traverse Management, LLC	West Palm Beach	$1.29 billion	38	9	38	(248) 594-4751	rizvitraverse.com	adviserinfo.sec.gov
Ibex Wealth Advisors, LLC	West Palm Beach	$1.28 billion	892	10	Not listed	(908) 849-4800		adviserinfo.sec.gov
Bigsur Partners, LLC	Miami	$1.28 billion	226	16	1	(305) 740-6777		adviserinfo.sec.gov
American Financial Advisors Inc	Winter Park	$1.28 billion	1,765	8	Not listed	(407) 207-9006		adviserinfo.sec.gov
Canal Road Capital, LLC	Miami	$1.26 billion	3	16	1	(305) 488-6000	canalroadgroup.com	adviserinfo.sec.gov
Professional Advisory Services Inc	Vero Beach	$1.26 billion	1,234	13	Not listed	(772) 778-0552	pa-services.com	adviserinfo.sec.gov
Ullmann Wealth Partners	Jacksonville Beach	$1.25 billion	1,605	13	Not listed	(904) 280-3700	ullmannwealthpartners.com	adviserinfo.sec.gov
Kore Advisors LP	Boynton Beach	$1.24 billion	9	15	3	(561) 737-1721	korecapital.com	adviserinfo.sec.gov
Element Pointe Family Office	Miami	$1.22 billion	412	11	1	(786) 655-9790	elementpointe.com	adviserinfo.sec.gov
Investment Advisory Group LLC	Sarasota	$1.22 billion	3,581	10	Not listed	(781) 826-1235	maritimewealthadvisors.com	adviserinfo.sec.gov
Agamerica Lending LLC	Lakeland	$1.21 billion	2	52	1	(863) 607-9500	agamerica.com	adviserinfo.sec.gov
Amergin Asset Management, LLC	Boca Raton	$1.21 billion	4	13	4	(561) 760-1957		adviserinfo.sec.gov
Baron Silver Stevens Financial Advisors, LLC	Boca Raton	$1.20 billion	1,778	12	Not listed	(561) 447-1997	bssfa.com	adviserinfo.sec.gov
Modern Portfolio Consultants, LLC	Naples	$1.20 billion	9	3	Not listed	(239) 359-6400		adviserinfo.sec.gov
Finback Investment Partners	Coral Gables	$1.20 billion	9	17	11	(305) 416-2626	finbackpartners.com	adviserinfo.sec.gov
Maceratio LLC	Miami	$1.19 billion	278	7	Not listed	(305) 398-9010	maceratio.com	adviserinfo.sec.gov
Tobias Financial Advisors	Plantation	$1.19 billion	2,178	26	Not listed	(954) 424-1660		adviserinfo.sec.gov
Nuverse Advisors LLC	Hallandale Beach	$1.18 billion	46	17	1	(305) 932-6010	nuverse.com	adviserinfo.sec.gov
Boyne Capital	Miami	$1.16 billion	8	33	8	(305) 856-9500		adviserinfo.sec.gov
Ab2 Capital Partners LLC	Hollywood	$1.15 billion	51	1	Not listed	(954) 802-8328		adviserinfo.sec.gov
Infinitum Asset Management, LLC	Fort Lauderdale	$1.14 billion	5	5	3	(561) 302-1101		adviserinfo.sec.gov
Carlyle Aviation Securities Partners LLC	Miami	$1.14 billion	2	4	1	(305) 504-8777		adviserinfo.sec.gov
Moonrise Capital LP	Vero Beach	$1.13 billion	6	3	6	(772) 492-3523	moonrisecapital.com	adviserinfo.sec.gov
Aviance Capital Partners LLC	Naples	$1.13 billion	974	11	Not listed	(239) 598-4747		adviserinfo.sec.gov
Channing Global Advisors, LLC	Fort Lauderdale	$1.11 billion	37	8	3	(305) 517-5107	channingglobal.com	adviserinfo.sec.gov
Dock Street Asset Management Inc	Palm Beach	$1.11 billion	437	6	Not listed	(203) 532-9470	dockstreet.com	adviserinfo.sec.gov
Newfound Research LLC	St. Petersburg	$1.11 billion	8	5	Not listed	(617) 531-9773	blog.thinknewfound.com	adviserinfo.sec.gov
NFSG Corporation	Boca Raton	$1.08 billion	3,607	89	Not listed	(954) 334-3450	blackriverltd.com	adviserinfo.sec.gov
Anzu Partners, LLC	Tampa	$1.08 billion	22	49	22	(202) 742-5870		adviserinfo.sec.gov
Cornerstone Trust Management Services LLC	Altamonte Springs	$1.08 billion	1	2	Not listed	(215) 826-2800		adviserinfo.sec.gov
Power Sustainable Manager US, Inc.	Miami	$1.07 billion	6	31	2	(514) 286-8989	powersustainable.com	adviserinfo.sec.gov
Jackson Wealth Management, LLC	Lake Mary	$1.07 billion	2,931	10	Not listed	(407) 585-0235	jacksonwm.com	adviserinfo.sec.gov
Panoramika Advisors Inc.	Miami	$1.05 billion	183	2	Not listed	(305) 913-7569		adviserinfo.sec.gov
Weatherford Capital Management	Tampa	$1.05 billion	21	14	21	(813) 443-0499	weatherfordcapital.com	adviserinfo.sec.gov
Cifc Investment Management LLC	Miami	$1.04 billion	2	200	Not listed	(786) 652-3250		adviserinfo.sec.gov
Fitzroy Investment Advisors LLC	Aventura	$1.04 billion	81	9	Not listed	(347) 580-9762		adviserinfo.sec.gov
LS BDC Adviser, LLC	Miami	$1.04 billion	2	35	Not listed	(786) 598-2089		adviserinfo.sec.gov
Whalerock Point Partners, LLC	West Palm Beach	$1.04 billion	345	6	Not listed	(401) 228-7799	wrpoint.com	adviserinfo.sec.gov
WM Partners, LP	Aventura	$1.02 billion	14	24	9	(754) 260-6500	wmplp.com	adviserinfo.sec.gov
Mg&A Wealth	Plantation	$1.02 billion	1,924	15	1	(954) 289-9000	meggreen.com	adviserinfo.sec.gov
Sollinda Capital Management LLC	Miami	$1.02 billion	1,729	20	1	(844) 662-1211		adviserinfo.sec.gov
GFG Capital	Miami	$1.01 billion	707	16	Not listed	(305) 810-6500		adviserinfo.sec.gov
Azimut Investment Advisors LLC	Miami	$1.00 billion	485	10	Not listed	(786) 866-3700		adviserinfo.sec.gov

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Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.