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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Doubleline Capital LP | Tampa | $93.32 billion | 133 | 258 | 8 | (813) 791-7333 | adviserinfo.sec.gov | |
| III Capital Management | Boca Raton | $88.24 billion | 25 | 9 | 8 | (561) 544-4600 | iiicm.com | adviserinfo.sec.gov |
| Starwood Capital Group Management, L.L.C. | Miami Beach | $79.17 billion | 258 | 439 | 115 | (305) 695-5500 | adviserinfo.sec.gov | |
| Oc Investment Management LP | Miami | $75.93 billion | 4 | 15 | 1 | (305) 813-0610 | adviserinfo.sec.gov | |
| H.I.G. Capital, LLC | Miami | $72.33 billion | 194 | 1,039 | 151 | (305) 379-2322 | hig.com | adviserinfo.sec.gov |
| Bayview Asset Management, LLC | Coral Gables | $64.21 billion | 59 | 556 | 23 | (305) 854-8880 | bayview.com | adviserinfo.sec.gov |
| Digitalbridge Investment Management, LLC | Boca Raton | $61.10 billion | 86 | 285 | 59 | (561) 544-7475 | digitalbridge.com | adviserinfo.sec.gov |
| Eagle Asset Management Inc | St. Petersburg | $60.65 billion | 79,272 | 77 | Not listed | (727) 573-2453 | adviserinfo.sec.gov | |
| I Squared Capital Advisors (US) LLC | Miami | $60.09 billion | 76 | 331 | 123 | (786) 693-5700 | adviserinfo.sec.gov | |
| Cifc Asset Management LLC | Miami | $44.58 billion | 150 | 200 | 87 | (786) 652-3250 | adviserinfo.sec.gov | |
| Voloridge | Jupiter | $36.17 billion | 5 | 144 | 5 | (561) 231-5770 | adviserinfo.sec.gov | |
| Sanctuary Advisors, LLC | Miami | $34.88 billion | 62,617 | 770 | Not listed | (317) 975-7729 | adviserinfo.sec.gov | |
| The Baldwin Group Wealth Advisors, LLC | Tampa | $27.28 billion | 2,651 | 50 | Not listed | (813) 934-2743 | baldwin.com | adviserinfo.sec.gov |
| Smartx Advisory Solutions | West Palm Beach | $26.99 billion | 61 | 96 | Not listed | (561) 835-8690 | adviserinfo.sec.gov | |
| Alpha Wave Global, LP | Miami | $26.66 billion | 24 | 113 | 16 | (305) 360-3020 | adviserinfo.sec.gov | |
| Arga Investment Management, LP | Miami | $24.57 billion | 74 | 49 | 6 | (645) 229-5501 | adviserinfo.sec.gov | |
| Polen Capital Management, LLC | Boca Raton | $24.06 billion | 1,607 | 168 | 2 | (561) 241-2425 | glassdoor.com | adviserinfo.sec.gov |
| Rialto Capital Management, LLC | Miami | $21.73 billion | 66 | 82 | 22 | (305) 485-2077 | adviserinfo.sec.gov | |
| Universa Investments L.P. | Miami | $21.35 billion | 45 | 20 | 45 | (786) 483-3140 | universa.net | adviserinfo.sec.gov |
| Armour Capital Management LP | Vero Beach | $21.01 billion | 1 | 20 | Not listed | (772) 617-4340 | armourcap.com | adviserinfo.sec.gov |
| Kare Manager Holdings, L.P. | Boca Raton | $19.82 billion | 29 | 162 | 26 | (561) 300-6200 | adviserinfo.sec.gov | |
| Pentwater Capital Management LP | Naples | $19.26 billion | 23 | 45 | 7 | (239) 384-9750 | pwcm.com | adviserinfo.sec.gov |
| 1823 Partners (US) LLC | Miami | $18.53 billion | 5 | 52 | Not listed | (202) 431-7882 | 1823.partners | adviserinfo.sec.gov |
| Deep Blue Investment Advisors | Tampa | $18.16 billion | 33 | 20 | Not listed | (813) 238-4800 | deepblue-inv.com | adviserinfo.sec.gov |
| We Family Offices | Coral Gables | $17.75 billion | 112 | 65 | Not listed | (305) 825-2225 | adviserinfo.sec.gov | |
| Capital Wealth Planning, LLC | Naples | $17.25 billion | 14,502 | 30 | Not listed | (239) 593-2100 | adviserinfo.sec.gov | |
| Raymond James Investment Management | St Petersburg | $16.86 billion | 5 | 175 | 2 | (800) 521-1195 | carillontower.com | adviserinfo.sec.gov |
| Independent Financial Partners | Tampa | $16.29 billion | 54,154 | 328 | Not listed | (813) 341-0960 | stonelakewealthmgmt.com | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | $15.98 billion | 34 | 58 | 7 | (727) 810-8160 | adviserinfo.sec.gov | |
| Concurrent Investment Advisors, LLC | Tampa | $15.73 billion | 41,105 | 187 | Not listed | (813) 709-8800 | cornerstonepw.com | adviserinfo.sec.gov |
| Intech | West Palm Beach | $15.47 billion | 32 | 41 | 5 | (561) 775-1100 | adviserinfo.sec.gov | |
| CV Advisors LLC | Aventura | $15.08 billion | 5,953 | 82 | 14 | (305) 358-5990 | cv-advisors.com | adviserinfo.sec.gov |
| Digital Bridge Advisors, LLC | Boca Raton | $14.60 billion | 48 | 174 | 45 | (561) 570-4644 | digitalbridge.com | adviserinfo.sec.gov |
| Franklin Advisory Services, LLC | San Mateo | $14.07 billion | 66 | 2 | 6 | (650) 312-3000 | franklintempletonoffshore.com | adviserinfo.sec.gov |
| Dynasty Wealth Management, LLC | St. Petersburg | $13.88 billion | 30,663 | 200 | 2 | (212) 373-1000 | adviserinfo.sec.gov | |
| Capacuity LLC | Lake Mary | $13.87 billion | 218 | 40 | Not listed | (407) 949-6889 | capacuity.com | adviserinfo.sec.gov |
| Bimini Advisors, LLC | Vero Beach | $11.68 billion | 1 | 10 | Not listed | (772) 231-1400 | adviserinfo.sec.gov | |
| Loop Capital Asset Management | Miami | $10.81 billion | 90 | 23 | 3 | (305) 379-2100 | loopcapital.com | adviserinfo.sec.gov |
| Carlyle Aviation PDP Management LLC | Miami | $10.40 billion | 15 | 124 | 22 | (305) 579-2340 | carlyle.aero | adviserinfo.sec.gov |
| Kopernik Global Investors, LLC | Tampa | $10.18 billion | 13 | 44 | 3 | (813) 314-6100 | adviserinfo.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.