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Data / Investment advisers / $10 billion to $100 billion in AUM / Florida

Investment advisers in Florida with $10 billion to $100 billion in AUM: 40 firms

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

40 SEC registered investment advisers in Florida report between $10 billion and $100 billion in regulatory assets under management, $1.3 trillion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Doubleline Capital LP with $93.3 billion.

The request: Every investment adviser in Florida with AUM in the range $10 billion to $100 billion, with phone and website. $10 of work on sign-up, no card.

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.

  • 40Advisers
  • 40SEC registered
  • $1.3 trillionTotal AUM
  • 40Advisers over $100 million
  • 27Manage 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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Doubleline Capital LPTampa$93.32 billion1332588(813) 791-7333adviserinfo.sec.gov
III Capital ManagementBoca Raton$88.24 billion2598(561) 544-4600iiicm.comadviserinfo.sec.gov
Starwood Capital Group Management, L.L.C.Miami Beach$79.17 billion258439115(305) 695-5500adviserinfo.sec.gov
Oc Investment Management LPMiami$75.93 billion4151(305) 813-0610adviserinfo.sec.gov
H.I.G. Capital, LLCMiami$72.33 billion1941,039151(305) 379-2322hig.comadviserinfo.sec.gov
Bayview Asset Management, LLCCoral Gables$64.21 billion5955623(305) 854-8880bayview.comadviserinfo.sec.gov
Digitalbridge Investment Management, LLCBoca Raton$61.10 billion8628559(561) 544-7475digitalbridge.comadviserinfo.sec.gov
Eagle Asset Management IncSt. Petersburg$60.65 billion79,27277Not listed(727) 573-2453adviserinfo.sec.gov
I Squared Capital Advisors (US) LLCMiami$60.09 billion76331123(786) 693-5700adviserinfo.sec.gov
Cifc Asset Management LLCMiami$44.58 billion15020087(786) 652-3250adviserinfo.sec.gov
VoloridgeJupiter$36.17 billion51445(561) 231-5770adviserinfo.sec.gov
Sanctuary Advisors, LLCMiami$34.88 billion62,617770Not listed(317) 975-7729adviserinfo.sec.gov
The Baldwin Group Wealth Advisors, LLCTampa$27.28 billion2,65150Not listed(813) 934-2743baldwin.comadviserinfo.sec.gov
Smartx Advisory SolutionsWest Palm Beach$26.99 billion6196Not listed(561) 835-8690adviserinfo.sec.gov
Alpha Wave Global, LPMiami$26.66 billion2411316(305) 360-3020adviserinfo.sec.gov
Arga Investment Management, LPMiami$24.57 billion74496(645) 229-5501adviserinfo.sec.gov
Polen Capital Management, LLCBoca Raton$24.06 billion1,6071682(561) 241-2425glassdoor.comadviserinfo.sec.gov
Rialto Capital Management, LLCMiami$21.73 billion668222(305) 485-2077adviserinfo.sec.gov
Universa Investments L.P.Miami$21.35 billion452045(786) 483-3140universa.netadviserinfo.sec.gov
Armour Capital Management LPVero Beach$21.01 billion120Not listed(772) 617-4340armourcap.comadviserinfo.sec.gov
Kare Manager Holdings, L.P.Boca Raton$19.82 billion2916226(561) 300-6200adviserinfo.sec.gov
Pentwater Capital Management LPNaples$19.26 billion23457(239) 384-9750pwcm.comadviserinfo.sec.gov
1823 Partners (US) LLCMiami$18.53 billion552Not listed(202) 431-78821823.partnersadviserinfo.sec.gov
Deep Blue Investment AdvisorsTampa$18.16 billion3320Not listed(813) 238-4800deepblue-inv.comadviserinfo.sec.gov
We Family OfficesCoral Gables$17.75 billion11265Not listed(305) 825-2225adviserinfo.sec.gov
Capital Wealth Planning, LLCNaples$17.25 billion14,50230Not listed(239) 593-2100adviserinfo.sec.gov
Raymond James Investment ManagementSt Petersburg$16.86 billion51752(800) 521-1195carillontower.comadviserinfo.sec.gov
Independent Financial PartnersTampa$16.29 billion54,154328Not listed(813) 341-0960stonelakewealthmgmt.comadviserinfo.sec.gov
ARK InvestSt. Petersburg$15.98 billion34587(727) 810-8160adviserinfo.sec.gov
Concurrent Investment Advisors, LLCTampa$15.73 billion41,105187Not listed(813) 709-8800cornerstonepw.comadviserinfo.sec.gov
IntechWest Palm Beach$15.47 billion32415(561) 775-1100adviserinfo.sec.gov
CV Advisors LLCAventura$15.08 billion5,9538214(305) 358-5990cv-advisors.comadviserinfo.sec.gov
Digital Bridge Advisors, LLCBoca Raton$14.60 billion4817445(561) 570-4644digitalbridge.comadviserinfo.sec.gov
Franklin Advisory Services, LLCSan Mateo$14.07 billion6626(650) 312-3000franklintempletonoffshore.comadviserinfo.sec.gov
Dynasty Wealth Management, LLCSt. Petersburg$13.88 billion30,6632002(212) 373-1000adviserinfo.sec.gov
Capacuity LLCLake Mary$13.87 billion21840Not listed(407) 949-6889capacuity.comadviserinfo.sec.gov
Bimini Advisors, LLCVero Beach$11.68 billion110Not listed(772) 231-1400adviserinfo.sec.gov
Loop Capital Asset ManagementMiami$10.81 billion90233(305) 379-2100loopcapital.comadviserinfo.sec.gov
Carlyle Aviation PDP Management LLCMiami$10.40 billion1512422(305) 579-2340carlyle.aeroadviserinfo.sec.gov
Kopernik Global Investors, LLCTampa$10.18 billion13443(813) 314-6100adviserinfo.sec.gov

Also on SpecStream

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.