Data / Investment advisers / $100 million to $500 million in AUM / Florida
Investment advisers in Florida with $100 million to $500 million in AUM: 564 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
564 SEC registered investment advisers in Florida report between $100 million and $500 million in regulatory assets under management, $140 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Xcel Wealth Management, LLC with $498 million.
The request: Every investment adviser in Florida with AUM in the range $100 million to $500 million, 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.
- 564Advisers
- 564SEC registered
- $140 billionTotal AUM
- 564Advisers over $100 million
- 140Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 564 are shown. 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 |
|---|---|---|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | Holly Hill | $497.9 million | 844 | 4 | Not listed | (386) 872-3440 | adviserinfo.sec.gov | |
| White Oaks Investment Management, Inc | Sarasota | $496.1 million | 11 | 2 | 17 | (941) 361-9000 | adviserinfo.sec.gov | |
| Klosters Capital | Miami | $495.6 million | 81 | 7 | Not listed | (305) 907-3421 | adviserinfo.sec.gov | |
| The Life Wealth Group | Winter Garden | $490.6 million | 1,531 | 22 | Not listed | (407) 299-4129 | adviserinfo.sec.gov | |
| Tim Looney Investments, LLC | Longwood | $490.3 million | 1,255 | 4 | Not listed | (407) 331-6961 | timlooney.com | adviserinfo.sec.gov |
| Daher Capital Group, LLC | Jupiter | $490 million | 23 | 1 | Not listed | (561) 422-0160 | adviserinfo.sec.gov | |
| Marquis Wealth Management Group | Fort Myers | $489.2 million | 955 | 9 | Not listed | (239) 454-1117 | marquiswealthgroup.com | adviserinfo.sec.gov |
| The Ambrus Group LLC | Tampa | $485.1 million | 6 | 5 | 3 | (917) 270-6563 | ambrusgroup.com | adviserinfo.sec.gov |
| Exodus Wealth, LLC | Fort Lauderdale | $483.6 million | 3,055 | 53 | Not listed | (925) 791-4444 | thinkfloresfinancial.com | adviserinfo.sec.gov |
| Global Kandor Advisors, LLC | Miami | $483.3 million | 255 | 13 | Not listed | (786) 558-0391 | globalkandor.com | adviserinfo.sec.gov |
| Thurston Advisors | Vero Beach | $480.9 million | 9 | 9 | 9 | (312) 255-0077 | thurstongroup.com | adviserinfo.sec.gov |
| Orange Avenue Advisors LLC | Orlando | $480.7 million | 1 | 2 | Not listed | (407) 280-5857 | adviserinfo.sec.gov | |
| Priority Senior Secured Income Management, LLC | West Palm Beach | $479.1 million | 1 | 661 | Not listed | (561) 285-4044 | adviserinfo.sec.gov | |
| Xendia Wealth LLC | Miami | $475.3 million | 4,810 | 5 | Not listed | (305) 415-0060 | monexinvestor.com | adviserinfo.sec.gov |
| Allgen Financial Advisors, Inc. | Orlando | $475.2 million | 2,557 | 18 | Not listed | (407) 210-3888 | allgenfinancial.com | adviserinfo.sec.gov |
| Horiko Capital Management LLC | Miami | $475.1 million | 6 | 6 | 2 | (201) 523-4150 | horikocapital.com | adviserinfo.sec.gov |
| Noctua International WMG, LLC | Miami | $474.5 million | 165 | 7 | Not listed | (786) 220-0330 | noctuapartners.com | adviserinfo.sec.gov |
| Brightside Capital Partners LLC | Lantana | $472.8 million | 1 | 12 | Not listed | (410) 245-1689 | adviserinfo.sec.gov | |
| Octogone NA | Miami | $469.7 million | 97 | 6 | 6 | (305) 677-9559 | octogone.ch | adviserinfo.sec.gov |
| Capco Asset Management, LLC | Tampa | $468.6 million | 139 | 5 | 1 | (813) 805-0777 | capcovalue.com | adviserinfo.sec.gov |
| Mangrove Equity Partners | Tampa | $468.1 million | 7 | 14 | 7 | (813) 868-4500 | adviserinfo.sec.gov | |
| Moseley Investment Management, Inc. | Bradention | $456.8 million | 935 | 7 | Not listed | (941) 745-2799 | moseleyinvestment.com | adviserinfo.sec.gov |
| Wealth Advisors of Tampa Bay | Tampa | $456.8 million | 401 | 8 | Not listed | (813) 642-7730 | adviserinfo.sec.gov | |
| Florida Financial Advisors, LLC | Tampa | $456.1 million | 4,295 | 667 | Not listed | (813) 333-1683 | adviserinfo.sec.gov | |
| Whitestar Advisors, LLC | Boca Raton | $454.5 million | 27 | 8 | Not listed | (561) 999-9949 | whitestarllc.com | adviserinfo.sec.gov |
| New Water Capital, L.P. | Boca Raton | $454.4 million | 6 | 12 | 6 | (561) 235-7310 | newwatercap.com | adviserinfo.sec.gov |
| Imz Advisory Inc. | Boca Raton | $452.7 million | 502 | 4 | Not listed | (561) 368-2336 | imzfinancialservices.com | adviserinfo.sec.gov |
| Global Trust | Palm Beach Gardens | $450.2 million | 799 | 12 | Not listed | (561) 472-0191 | gbltrust.com | adviserinfo.sec.gov |
| Kerrisdale Capital Management, LLC | Miami Beach | $447.8 million | 6 | 4 | 2 | (212) 792-7999 | adviserinfo.sec.gov | |
| Ikalon Advisors LLC | Miami | $442.1 million | 2 | 2 | Not listed | (786) 702-0078 | adviserinfo.sec.gov | |
| Meridiana | Coral Gables | $441.9 million | 152 | 5 | Not listed | (305) 448-0014 | meridiana-mfo.com | adviserinfo.sec.gov |
| Ardan Equity Partners, LLC | West Palm Beach | $441.4 million | 11 | 6 | 11 | (917) 304-7294 | adviserinfo.sec.gov | |
| Fortress Wealth Group | Winter Park | $439.1 million | 1,102 | 14 | Not listed | (407) 999-8998 | adviserinfo.sec.gov | |
| Gables Capital Management, Inc. | Miami | $438.8 million | 359 | 8 | 1 | (305) 374-9121 | gablescapital.com | adviserinfo.sec.gov |
| Cayside Partners | Jupiter | $438 million | 145 | 4 | 1 | (561) 768-9621 | adviserinfo.sec.gov | |
| Fogel Capital Management Inc | Stuart | $436.7 million | 529 | 11 | Not listed | (772) 223-9686 | fogelcapital.com | adviserinfo.sec.gov |
| L1 Capital Global Inc. | Miami Beach | $433.6 million | 2 | 3 | 1 | +61 3 9286 7015 | l1capitalglobal.com | adviserinfo.sec.gov |
| Greenbridge Partners LLC | Lakeland | $433.1 million | 733 | 1 | Not listed | (863) 688-5938 | adviserinfo.sec.gov | |
| Castle Wealth Management | Boynton Beach | $430.1 million | 917 | 8 | Not listed | (561) 686-9604 | adviserinfo.sec.gov | |
| Compass Financial Group, Inc. | Deerfield Beach | $429.7 million | 431 | 6 | Not listed | (954) 481-2607 | compassfinancialgroup.com | adviserinfo.sec.gov |
| Haven Private | Orlando | $428.1 million | 684 | 6 | Not listed | (321) 329-8674 | havenprivate.com | adviserinfo.sec.gov |
| Perigee Capital, LP | Sarasota | $425.7 million | 119 | 1 | 118 | (941) 955-0929 | perigeegroup.com | adviserinfo.sec.gov |
| Dynamic Core Capital Partners | Jacksonville Beach | $425.2 million | 24 | 17 | 6 | (904) 799-1984 | dynamiccorecapital.com | adviserinfo.sec.gov |
| Forza Wealth Management | Sarasota | $422.4 million | 356 | 4 | Not listed | (941) 203-3748 | forzawealth.com | adviserinfo.sec.gov |
| Hollander Asset Management LLC | Miami | $419.7 million | 52 | 2 | 2 | (305) 579-9255 | adviserinfo.sec.gov | |
| Directed Capital Advisors | St. Petersburg | $419.6 million | 3 | 35 | 2 | (727) 341-8380 | directedcapital.com | adviserinfo.sec.gov |
| Miller Value Partners, LLC | Sarasota | $418.2 million | 21 | 5 | Not listed | (410) 454-3130 | adviserinfo.sec.gov | |
| Quantum Private Wealth, LLC | Tampa | $418 million | 372 | 5 | Not listed | (847) 474-1400 | quantumprivatewealth.com | adviserinfo.sec.gov |
| Coquina Private Wealth Advisors | Port Charlotte | $417.6 million | 1,519 | 12 | Not listed | (941) 206-5120 | coquinaprivatewealth.com | adviserinfo.sec.gov |
| Seven Mile Advisory LLC | Tallahassee | $416.8 million | 320 | 4 | Not listed | (212) 365-5562 | adviserinfo.sec.gov | |
| Strategic Asset Management Group Advisors | Pompano Beach | $416.5 million | 404 | 5 | Not listed | (954) 473-1110 | 1samgroup.com | adviserinfo.sec.gov |
| Broadcrest Asset Management, LLC | Winter Park | $415.5 million | 5 | 10 | 5 | (407) 754-0026 | adviserinfo.sec.gov | |
| Clearwell Group | Tampa | $413.5 million | 57 | 9 | 23 | (813) 435-5600 | clearwellgroup.com | adviserinfo.sec.gov |
| Northbridge Financial Group, LLC | Tampa | $413.1 million | 1,354 | 11 | Not listed | (813) 877-8000 | adviserinfo.sec.gov | |
| Code Waechter LLC | Tampa | $409 million | 1,168 | 9 | Not listed | (813) 287-8775 | adviserinfo.sec.gov | |
| Clarity Capital Advisors, LLC | Lakewood Ranch | $406.3 million | 274 | 2 | Not listed | (800) 345-4635 | claritycapitaladvisors.com | adviserinfo.sec.gov |
| Guerra Wealth Advisors | Miami | $406.2 million | 3,007 | 12 | Not listed | (305) 448-1011 | guerrawealth.com | adviserinfo.sec.gov |
| Lotus | Orlando | $405 million | 3 | 30 | 1 | (628) 212-8533 | lotusmgmt.co | adviserinfo.sec.gov |
| QP Wealth Management, LLC | Boca Raton | $405 million | 715 | 7 | Not listed | (732) 526-2701 | qpwealthmanagement.com | adviserinfo.sec.gov |
| Core Wealth Management, Inc. | Jupiter | $404.7 million | 999 | 4 | Not listed | (561) 491-0231 | core-wm.com | adviserinfo.sec.gov |
| Kanen Wealth Management LLC | Coconut Creek | $404.6 million | 455 | 5 | 3 | (631) 863-3100 | kanenadvisory.com | adviserinfo.sec.gov |
| Bci Securities, Inc. | Miami | $402.2 million | 448 | 74 | Not listed | (305) 929-5500 | bcisecurities.com | adviserinfo.sec.gov |
| Proathlete Wealth Management LLC | Boca Raton | $402.2 million | 205 | 5 | Not listed | (561) 988-5540 | pawm.com | adviserinfo.sec.gov |
| Ratan Capital Management, LP | Miami | $401.9 million | 4 | 2 | 2 | (917) 697-3008 | adviserinfo.sec.gov | |
| Palm Peak Capital, LLC | Boca Raton | $400.8 million | 3 | 9 | 3 | (561) 941-6355 | adviserinfo.sec.gov | |
| Keyes, Stange & Wooten Wealth Management, LLC | Daytona Beach | $400.1 million | 1,049 | 9 | Not listed | (386) 253-1980 | kswwealthmanagement.com | adviserinfo.sec.gov |
| Sara-Bay Financial Corp. | Sarasota | $396.8 million | 924 | 5 | Not listed | (941) 371-8027 | sara-bay.com | adviserinfo.sec.gov |
| Kirtland Financial Management, Inc. | Coral Gables | $396.1 million | 620 | 3 | Not listed | (305) 648-0006 | kirtlandfinancial.com | adviserinfo.sec.gov |
| Poinciana Advisors Group, LLC | Palm Beach Gardens | $396 million | 309 | 2 | Not listed | (561) 296-0100 | poincianagroup.com | adviserinfo.sec.gov |
| Galapagos Advisory LLC | Miami | $395.7 million | 210 | 8 | Not listed | (305) 515-5878 | galapagoscapital.us | adviserinfo.sec.gov |
| Gravitalix Financial | Coral Springs | $395.2 million | 19,218 | 2 | Not listed | (646) 732-0299 | adviserinfo.sec.gov | |
| Familywealth | Lake Mary | $394.6 million | 687 | 13 | Not listed | (866) 746-3743 | adviserinfo.sec.gov | |
| Arsenal Venture Partners | Winter Park | $393.8 million | 12 | 4 | 12 | (407) 838-1400 | arsenalgrowth.com | adviserinfo.sec.gov |
| Vision One Management Partners, LP | Miami | $393.8 million | 7 | 7 | 2 | (786) 826-9138 | adviserinfo.sec.gov | |
| Apex Investments Management US, LLC | Coconut Grove | $392.5 million | 1 | 6 | 1 | (305) 222-7246 | apexcapitalpe.com | adviserinfo.sec.gov |
| Schorn Wealth | Englewood | $392.4 million | 1,409 | 9 | Not listed | (610) 399-1500 | schorn.net | adviserinfo.sec.gov |
| Miura Investment Advisors, Inc | Miami | $391.8 million | 191 | 6 | Not listed | (305) 379-3602 | adviserinfo.sec.gov | |
| Barramundi Advisors LLC | Boca Raton | $390.4 million | 46 | 7 | 46 | (561) 462-1200 | adviserinfo.sec.gov | |
| In on Capital | Miami | $389.4 million | 40 | 16 | Not listed | (305) 721-2811 | inoncapitaladvisors.com | adviserinfo.sec.gov |
| Solomon Api LLC | Rockledge | $389 million | 2,204 | 3 | Not listed | (321) 888-2599 | adviserinfo.sec.gov | |
| Monorail Securities LLC | Sarasota | $388.7 million | 2,403 | 7 | Not listed | (941) 925-2121 | monorail.com | adviserinfo.sec.gov |
| HD Money, Inc. | Sarasota | $386.1 million | 998 | 12 | Not listed | (941) 925-2121 | hdmoneyinc.com | adviserinfo.sec.gov |
| Alternative Investment Advisors, LLC | Maitland | $385.9 million | 2,817 | 15 | Not listed | (407) 261-4242 | ffs1.com | adviserinfo.sec.gov |
| Ranch Capital Advisors Inc. | Sarasota | $385.5 million | 1,147 | 7 | Not listed | (941) 462-2666 | ranchcap.com | adviserinfo.sec.gov |
| Weathervane Asset Management LLC | Fort Lauderdale | $384.1 million | 70 | 4 | 65 | (516) 305-9438 | adviserinfo.sec.gov | |
| Keating Investment Counselors Inc | Delray Beach | $383.1 million | 366 | 3 | Not listed | (561) 278-7862 | keatinginvestment.com | adviserinfo.sec.gov |
| One + One Wealth Management, LLC | Jupiter | $383 million | 793 | 5 | Not listed | (561) 972-4913 | oneplusonewealth.com | adviserinfo.sec.gov |
| Canopy 360 Wealth, LLC | Ocala | $382.8 million | 949 | 9 | Not listed | (352) 369-1120 | adviserinfo.sec.gov | |
| Clearshares LLC | Marco Island | $382.5 million | 3 | 3 | Not listed | (212) 292-0959 | clear-shares.com | adviserinfo.sec.gov |
| Myriad Asset Management Advisors LLC | West Palm Beach | $380.9 million | 1 | 5 | Not listed | (561) 823-0896 | myriadasset.com | adviserinfo.sec.gov |
| Scala Capital LLC | Miami | $380.5 million | 390 | 12 | 13 | (305) 539-3850 | scala-capital.com | adviserinfo.sec.gov |
| Agnello Financial Group, Inc. | West Palm Beach | $378.6 million | 465 | 4 | Not listed | (561) 833-7080 | agnello.com | adviserinfo.sec.gov |
| Boca Wealth Advisors | Boca Raton | $378.6 million | 514 | 2 | Not listed | (561) 391-4477 | adviserinfo.sec.gov | |
| Financial Advisory Partners, LLC | Winter Park | $377.8 million | 570 | 3 | Not listed | (407) 478-6314 | adviserinfo.sec.gov | |
| Pinvest | Coral Gables | $377.5 million | 6 | 4 | Not listed | 786 244-7346 786 458-8491 | pinvestcapital.com | adviserinfo.sec.gov |
| St. Johns Investment Management Company, LLC | Jacksonville | $374.8 million | 603 | 6 | Not listed | (904) 379-7903 | sjim.com | adviserinfo.sec.gov |
| Cibest Capital Advisory Services LLC | Miami | $374.8 million | 462 | 7 | Not listed | (786) 551-9122 | cibestcapital.com | adviserinfo.sec.gov |
| Aventura Private Wealth, LLC | Aventura | $374.8 million | 516 | 5 | 4 | (305) 845-1937 | aventuraprivatewealth.com | adviserinfo.sec.gov |
| Comprehensive Wealth Solutions, LLC | Boca Raton | $374.3 million | 296 | 3 | Not listed | (877) 294-4979 | cwsglobal.com | adviserinfo.sec.gov |
| Aragon Global Management, LP | Miami | $369 million | 2 | 3 | 1 | (312) 763-8501 | adviserinfo.sec.gov | |
| Aft, Forsyth & Sober, LLC | Valrico | $368.5 million | 26 | 2 | Not listed | (813) 684-9218 | adviserinfo.sec.gov | |
| Highland Investment Advisors LLC | Ponte Vedra | $368.3 million | 1,412 | 12 | Not listed | (414) 755-2309 | highlandinvestmentadvisors.com | adviserinfo.sec.gov |
| Invenio Wealth Partners, LLC | Coral Gables | $364 million | 332 | 5 | Not listed | (971) 371-3450 | adviserinfo.sec.gov | |
| C Cubed Capital Partners, LLC | Boca Raton | $362.7 million | 3 | 8 | 2 | (561) 576-9145 | ccubedcapitalpartners.com | adviserinfo.sec.gov |
| RTC Partners | Miami | $362.4 million | 4 | 3 | 4 | (305) 527-9320 | adviserinfo.sec.gov | |
| Mra Advisory Group | Sarasota | $361.3 million | 1,993 | 13 | Not listed | (844) 672-7623 | adviserinfo.sec.gov | |
| MFP Financial Services, LLC | Safety Harbor | $361 million | 1,498 | 5 | Not listed | (727) 443-3300 | adviserinfo.sec.gov | |
| Acp Capital Management, LLC | Miami | $360.3 million | 125 | 17 | 7 | (305) 670-4180 | acp-group.com | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | $359.6 million | 5 | 6 | 1 | (844) 489-8454 | lynkcapital.com | adviserinfo.sec.gov |
| Novak & Powell Financial Services, Inc. | St. Petersburg | $359.5 million | 945 | 7 | Not listed | (727) 451-3440 | carrteam.com | adviserinfo.sec.gov |
| Aurora Investment Managers, LLC | Naples | $358.7 million | 458 | 4 | Not listed | (617) 390-8001 | auroraim.com | adviserinfo.sec.gov |
| Lifespan Financial Strategies, Inc. | Weston | $357.4 million | 1,209 | 5 | Not listed | (954) 385-7812 | lifespanfinancialstrategies.com | adviserinfo.sec.gov |
| Saltmarsh Financial Advisors, LLC | Pensacola | $356.5 million | 527 | 6 | Not listed | (850) 435-8300 | adviserinfo.sec.gov | |
| Life Planning Partners, Inc. | Jacksonville | $354 million | 582 | 8 | Not listed | (904) 448-5158 | lifeplanningpartners.com | adviserinfo.sec.gov |
| Targeted Financial Services, LLC | Seminole | $353.4 million | 788 | 5 | Not listed | (732) 750-9880 | targetedfinancial.com | adviserinfo.sec.gov |
| Catenary Alternatives Asset Management, LLC | Miami | $353.3 million | 4 | 5 | 1 | (929) 647-0419 | catenaryalts.com | adviserinfo.sec.gov |
| Avory & Co. | Miami | $353.2 million | 125 | 3 | Not listed | (305) 306-9494 | avory.xyz | adviserinfo.sec.gov |
| Forman Capital, LLC | Delray Beach | $350.5 million | 14 | 14 | 14 | (561) 588-0132 | formancap.com | adviserinfo.sec.gov |
| Aragon Capital LLC | Fort Lauderdale | $349.3 million | 1,209 | 10 | Not listed | (786) 529-6540 | aragoncapital.com | adviserinfo.sec.gov |
| Willis Asset Finance Management LLC | Coconut Creek | $349 million | 5 | 17 | 5 | (561) 349-9989 | adviserinfo.sec.gov | |
| Opal Capital LLC | Boca Raton | $348.3 million | 6 | 11 | Not listed | (917) 716-6257 | adviserinfo.sec.gov | |
| Isq Openinfra Registered Advisor LLC | Miami | $348.1 million | 4 | 331 | 3 | (786) 693-5781 | adviserinfo.sec.gov | |
| Heritage Oak Wealth Advisors | Santa Rosa Beach | $347.4 million | 693 | 11 | 4 | (479) 230-3113 | adviserinfo.sec.gov | |
| Brightline Capital Management, LLC | Miami | $346.4 million | 2 | 8 | 2 | (305) 423-0834 | brightlinecapital.com | adviserinfo.sec.gov |
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 3 | 21 | 1 | (561) 214-7901 | greatelmcc.com | adviserinfo.sec.gov |
| Ipcp Management, LLC | Boca Raton | $345.6 million | 7 | 12 | 7 | (561) 300-3456 | adviserinfo.sec.gov | |
| Borderless Management LLC | Clermont | $345.4 million | 20 | 24 | 8 | (650) 412-9447 | borderlesscapital.io | adviserinfo.sec.gov |
| Black Toro LLC | Miami | $345.1 million | 65 | 15 | 1 | (786) 753-7009 | blacktoro.us | adviserinfo.sec.gov |
| Teramo Advisors, LLC | Naples | $344.7 million | 2 | 5 | Not listed | (239) 734-3625 | adviserinfo.sec.gov | |
| Safe Harbor Capital Partners | Coconut Grove | $343.8 million | 7 | 23 | 7 | (786) 230-1609 | adviserinfo.sec.gov | |
| Victrix Investment Advisors | Stuart | $343.3 million | 1,608 | 8 | Not listed | (772) 320-9658 | adviserinfo.sec.gov | |
| Dhody Investment Group | Miami Beach | $341.4 million | 24 | 4 | 2 | (305) 433-4250 | blueig.com | adviserinfo.sec.gov |
| RM Private Wealth Management | Miami | $340.9 million | 185 | 1 | Not listed | (571) 332-7618 | rmpwealth.com | adviserinfo.sec.gov |
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | 48 | 3 | Not listed | (786) 646-9140 | adviserinfo.sec.gov | |
| Melodeon Capital Partners, LP | Miami | $340.6 million | 5 | 2 | 5 | (860) 799-7119 | melodeoncapital.com | adviserinfo.sec.gov |
| Walser Wealth Management Company, a Limited Liability Company | Tampa | $339.2 million | 4,648 | 26 | Not listed | (866) 929-3258 | adviserinfo.sec.gov | |
| Flexis Capital | Miami | $339.1 million | 5 | 3 | 5 | (212) 378-4000 | flexiscapital.com | adviserinfo.sec.gov |
| Amerity Wealth Management, LLC | Lakeland | $338.8 million | 1,089 | 17 | Not listed | (863) 683-1750 | ameritywm.com | adviserinfo.sec.gov |
| Colony Capital Investment Advisors, LLC | Boca Raton | $336.2 million | 5 | 86 | 4 | (561) 570-4644 | digitalbridge.com | adviserinfo.sec.gov |
| Personal Financial Profiles Inc | Coral Springs | $335.3 million | 369 | 2 | Not listed | (954) 755-8647 | pfprofiles.com | adviserinfo.sec.gov |
| Eschaton Opportunities Fund Management LP | Miami | $333.9 million | 3 | 5 | 2 | (305) 925-0420 | eschatonfunds.com | adviserinfo.sec.gov |
| Vesta Wealth Management, LLC | Miami Beach | $333.3 million | 212 | 1 | Not listed | (786) 579-2519 | vestawealth.com | adviserinfo.sec.gov |
| Blackston Financial Advisory Group, LLC | The Villages | $332.8 million | 1,832 | 17 | Not listed | (352) 633-9046 | blackstonfinancialgroup.com | adviserinfo.sec.gov |
| Stonebridge Financial Planning Group, LLC | Orlando | $329.7 million | 704 | 8 | Not listed | (407) 695-7100 | adviserinfo.sec.gov | |
| Power Financial Partners, LLC | Tampa | $329.1 million | 452 | 4 | Not listed | (813) 212-2125 | powerfinancialpartners.com | adviserinfo.sec.gov |
| MTC Wealth Management | Tampa | $329 million | 2 | 16 | Not listed | (888) 727-9191 | adviserinfo.sec.gov | |
| Glide Capital | Miami | $328.5 million | 2 | 7 | 2 | (305) 783-3316 | glideplatform.com | adviserinfo.sec.gov |
| Oxford Wealth Group, LLC | Orlando | $327.9 million | 1,877 | 14 | Not listed | (407) 495-2004 | adviserinfo.sec.gov | |
| Greenwood Family Advisors LLC | Miami | $327.1 million | 120 | 3 | Not listed | (305) 648-6405 | adviserinfo.sec.gov | |
| Pl Capital Advisors, LLC | Naples | $326.5 million | 7 | 8 | 7 | (239) 777-0187 | plcapitalllc.com | adviserinfo.sec.gov |
| Base Wealth Management | Lakewood Ranch | $326.3 million | 2,254 | 15 | Not listed | (941) 203-6040 | adviserinfo.sec.gov | |
| Healthedge Investment Partners | Tampa | $325.8 million | 5 | 9 | 5 | (813) 490-7100 | adviserinfo.sec.gov | |
| Osceola Capital Management | Tampa | $322.3 million | 3 | 9 | 3 | (813) 792-6559 | osceola.com | adviserinfo.sec.gov |
| Stewardship Advisory Group, LLC | Clermont | $321.9 million | 536 | 17 | Not listed | (407) 470-1405 | stewardshipadvisory.com | adviserinfo.sec.gov |
| Alhambra Investment Management LLC | Palmetto Bay | $320.2 million | 533 | 5 | Not listed | (305) 233-3772 | alhambrapartners.com | adviserinfo.sec.gov |
| Remedium Capital Partners | West Palm Beach | $319 million | 1 | 1 | Not listed | (305) 851-6223 | remediumcp.com | adviserinfo.sec.gov |
| Caim LLC | Longboat Key | $318 million | 754 | 4 | Not listed | (941) 388-7249 | adviserinfo.sec.gov | |
| Meira Wealth | Coral Gables | $317.8 million | 782 | 6 | Not listed | (305) 670-4440 | meirawealth.com | adviserinfo.sec.gov |
| Wealth Pro Advisors, Inc. | Sarasota | $317.5 million | 407 | 6 | Not listed | (941) 907-2203 | wpainc.biz | adviserinfo.sec.gov |
| Camarda Wealth Advisory Group | Fleming Island | $315.4 million | 928 | 17 | Not listed | (904) 278-1177 | camardafa.com | adviserinfo.sec.gov |
| Jaguar Growth Asset Management, LLC | Miami | $313.1 million | 4 | 7 | 4 | (646) 663-4950 | jaguargrowth.com | adviserinfo.sec.gov |
| Hawkeye Capital Management, LLC | Miami Beach | $312.8 million | 4 | 4 | 1 | (212) 265-0565 | hawkeyecap.com | adviserinfo.sec.gov |
| Sunrise Manager LLC | West Palm Beach | $311.8 million | 1 | 28 | Not listed | (561) 530-3315 | sunriserealtytrust.com | adviserinfo.sec.gov |
| Level Ventures Management LLC | Sunny Isles Beach | $310.9 million | 12 | 7 | 11 | (646) 522-7183 | levelvc.com | adviserinfo.sec.gov |
| Storr Group | West Palm Beach | $309.5 million | 4 | 8 | 4 | (737) 330-1980 | adviserinfo.sec.gov | |
| Holland Advisory Services, Inc. | Ormond Beach | $307.7 million | 1,060 | 17 | Not listed | (386) 671-7526 | adviserinfo.sec.gov | |
| Doma Perpetual Capital Management LLC | Miami | $307.6 million | 3 | 3 | 1 | (305) 549-5081 | domaperpetual.com | adviserinfo.sec.gov |
| Spectra Investment Management, LLC | Stuart | $306.8 million | 133 | 3 | Not listed | (772) 324-5640 | adviserinfo.sec.gov | |
| Ekanta Wealth Advisors LLC | Coconut Grove | $306.7 million | 52 | 7 | Not listed | (305) 882-9240 | adviserinfo.sec.gov | |
| GFG Solutions | Orlando | $306.6 million | 315 | 11 | Not listed | (407) 627-0091 | gfgsolutions.com | adviserinfo.sec.gov |
| Brightwater Advisory, LLC | Tampa | $303.8 million | 718 | 5 | Not listed | (813) 251-6310 | adviserinfo.sec.gov | |
| Campbell Capital Management Inc | Miami | $303.3 million | 265 | 3 | Not listed | (305) 670-3140 | camcap.com | adviserinfo.sec.gov |
| Pl3 Capital LP | Sunny Isles Beach | $300.7 million | 1 | 2 | Not listed | (917) 484-0819 | adviserinfo.sec.gov | |
| Lifeinvest Wealth Management, LTD | Miami | $300.5 million | 343 | 11 | Not listed | (786) 523-0500 | adviserinfo.sec.gov | |
| Deepwork Capital, LLC | Orlando | $300.2 million | 9 | 8 | 8 | (407) 988-3014 | deepworkcapital.com | adviserinfo.sec.gov |
| Azzendo Wealth Advisors | Coral Gables | $300.1 million | 642 | 7 | Not listed | (305) 648-9814 | adviserinfo.sec.gov | |
| Kennon Financial | Sarasota | $300 million | 1,141 | 3 | Not listed | (941) 556-6307 | adviserinfo.sec.gov | |
| Cic, LLC | Marco Island | $299.8 million | 14 | 2 | Not listed | (212) 359-0959 | adviserinfo.sec.gov | |
| Unison Asset Management LLC | Aventura | $298.2 million | 26 | 5 | 1 | (786) 971-5105 | unisonam.com | adviserinfo.sec.gov |
| Opinicus | Tampa | $297.1 million | 1,330 | 7 | Not listed | (813) 443-4767 | adviserinfo.sec.gov | |
| Matters Capital LLC | Coral Gables | $296.8 million | 60 | 3 | 2 | (305) 528-3701 | matters.capital | adviserinfo.sec.gov |
| Colbert Investment Management Co | Miami | $295.8 million | 144 | 3 | Not listed | (305) 400-9982 | adviserinfo.sec.gov | |
| Douglas Capital Management Inc | Jacksonville | $295.2 million | 279 | 4 | Not listed | (904) 285-7866 | douglascapitalmanagement.com | adviserinfo.sec.gov |
| Carpenter, Claydon Advisors, Inc. | Maitland | $294.9 million | 404 | 3 | Not listed | (407) 843-0316 | adviserinfo.sec.gov | |
| N.L.C. LLC | Boca Raton | $292.2 million | 16 | 2 | 16 | (631) 896-0041 | adviserinfo.sec.gov | |
| Madden Advisory Services, Inc. | Jacksonville | $291.7 million | 846 | 5 | Not listed | (904) 296-1127 | adviserinfo.sec.gov | |
| Third Eye Capital Management, LLC | Miami Beach | $291.3 million | 17 | 1 | 1 | (732) 447-3019 | thirdeyecapitalmanagement.com | adviserinfo.sec.gov |
| Cifc Private Credit Management LLC | Miami | $289.9 million | 3 | 200 | 1 | (786) 652-3250 | cifc.com | adviserinfo.sec.gov |
| One Stone Partners L.L.C. | Miami | $289.7 million | 9 | 3 | 4 | (786) 744-4255 | 1stone-llc.com | adviserinfo.sec.gov |
| PFG Private Wealth Management, LLC | Lutz | $289 million | 1,202 | 7 | Not listed | (813) 286-7776 | adviserinfo.sec.gov | |
| Yellowstone Capital Partners | Gainesville | $288.6 million | 4 | 2 | 4 | +573175102771 | yellowstonecp.com | adviserinfo.sec.gov |
| Skyview Financial Group, LLC | Ponte Vedra Beach | $286.6 million | 342 | 3 | Not listed | (888) 406-0444 | adviserinfo.sec.gov | |
| Bau Advisors | Miami | $286.5 million | 11 | 4 | Not listed | (305) 425-1494 | bauadvisors.com | adviserinfo.sec.gov |
| The Holland Group, Retirement Wealth Advisors, LLC | Clearwater | $286.1 million | 1,811 | 10 | Not listed | (727) 734-3334 | thehollandgrp.com | adviserinfo.sec.gov |
| The Palmer Knight Company | Jacksonville | $285.4 million | 299 | 2 | Not listed | (904) 358-9080 | adviserinfo.sec.gov | |
| Lighthouse Retirement | Ponte Vedra | $284.6 million | 496 | 1 | Not listed | (772) 299-7169 | lighthouseretirement.com | adviserinfo.sec.gov |
| Peninsula Asset Management Inc | Bradenton | $284.1 million | 190 | 4 | Not listed | (941) 748-8680 | peninsulaasset.com | adviserinfo.sec.gov |
| Fdi Wealth Management, LLC | Miami | $283.8 million | 353 | 5 | Not listed | (561) 875-7673 | adviserinfo.sec.gov | |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens | $283.6 million | 15 | 10 | 15 | (561) 653-9332 | adviserinfo.sec.gov | |
| Fig Capital Management, LLC | Jacksonville | $283 million | 3 | 0 | 2 | (904) 378-8098 | figadvisors.com | adviserinfo.sec.gov |
| Covingtonalsina | Jacksonville | $282.9 million | 1,241 | 10 | Not listed | (904) 449-7326 | adviserinfo.sec.gov | |
| Palm Valley Capital Management | Jacksonville Beach | $281.6 million | 11 | 2 | Not listed | (904) 747-2345 | palmvalleycapital.com | adviserinfo.sec.gov |
| Successful Portfolios LLC | Clearwater | $281.5 million | 584 | 3 | 3 | (727) 744-3614 | adviserinfo.sec.gov | |
| Smith Asset Management Co., LLC | Chiefland | $281.2 million | 1,273 | 7 | Not listed | (352) 493-7700 | smithamco.com | adviserinfo.sec.gov |
| Seven Hills Financial, LLC | Tallahassee | $280.9 million | 895 | 5 | Not listed | (850) 219-6699 | adviserinfo.sec.gov | |
| Harlan Capital Partners LLC | Palm Beach | $280.8 million | 6 | 9 | 6 | (561) 467-5400 | adviserinfo.sec.gov | |
| Midtown Investment Advisors LLC | Miami | $278 million | 11 | 4 | 11 | (305) 961-1115 | midtownia.com | adviserinfo.sec.gov |
| Delta Capital Management, LLC | Maitland | $277.4 million | 108 | 9 | Not listed | (407) 422-2423 | deltaadvisor.com | adviserinfo.sec.gov |
| Dominion Portfolio Management, Inc. | Tampa | $277.1 million | 782 | 18 | Not listed | (813) 264-0440 | adviserinfo.sec.gov | |
| Afc Management, LLC | West Palm Beach | $275.8 million | 1 | 32 | Not listed | (561) 510-2390 | advancedflowercapital.com | adviserinfo.sec.gov |
| Chronos Wealth Management, L.L.C. | Clearwater | $274 million | 530 | 3 | Not listed | (727) 446-2306 | chronoswm.com | adviserinfo.sec.gov |
| Private Wealth Group, LLC | Tampa | $274 million | 600 | 2 | Not listed | (813) 226-1900 | privatewealthgroup.com | adviserinfo.sec.gov |
| Alpha Zero LLC | Boca Raton | $269.8 million | 456 | 17 | Not listed | (561) 576-2599 | alphazerowealth.com | adviserinfo.sec.gov |
| Barr Financial Services, LLC | Winter Park | $269.2 million | 733 | 2 | Not listed | (407) 622-0018 | barrllc.com | adviserinfo.sec.gov |
| Las Olas Capital Wealth LLC | Fort Lauderdale | $269.1 million | 47 | 7 | Not listed | (954) 289-4692 | lasolascap.com | adviserinfo.sec.gov |
| Dunn Capital Management | Stuart | $269 million | 1 | 27 | Not listed | (772) 286-4777 | adviserinfo.sec.gov | |
| Riverplace Capital Management Inc | Jacksonville | $267.4 million | 352 | 4 | Not listed | (904) 346-3460 | riverplacecapital.com | adviserinfo.sec.gov |
| Las Olas Capital Advisors, LLC | Fort Lauderdale | $267.2 million | 9 | 6 | 7 | (954) 289-4692 | adviserinfo.sec.gov | |
| Win Advisors, Inc | Palm Beach Gardens | $266.8 million | 1,941 | 4 | Not listed | (561) 472-2000 | adviserinfo.sec.gov | |
| Raven Music Partners LLC | Palm Beach Gardens | $265.4 million | 7 | 23 | 7 | (212) 966-7926 | adviserinfo.sec.gov | |
| Spraker West Wealth Management, Inc | Winter Park | $265.3 million | 474 | 6 | Not listed | (407) 478-7899 | adviserinfo.sec.gov | |
| Innova Advisors | Coral Gables | $264.8 million | 54 | 4 | Not listed | (305) 646-1557 | innovadvisors.com | adviserinfo.sec.gov |
| Coastal Investment Company, LLC | Winter Park | $262.9 million | 41 | 9 | 41 | (888) 411-2280 | coastalinvestmentco.com | adviserinfo.sec.gov |
| Semus Wealth Partners, LLC | Boca Raton | $262.7 million | 620 | 3 | Not listed | (561) 465-7550 | semuswp.com | adviserinfo.sec.gov |
| Waterstone Financial Advisory LLC | Fort Myers | $262.5 million | 954 | 5 | Not listed | (239) 288-0977 | waterstonefs.com | adviserinfo.sec.gov |
| Utopia Wealth Management, LLC | Coconut Creek | $261.4 million | 234 | 3 | Not listed | (754) 264-4778 | utopiawealth.com | adviserinfo.sec.gov |
| Financial Designs Wealth Management | Miami | $261.2 million | 181 | 6 | Not listed | (786) 388-0070 | financialdesignswealth.com | adviserinfo.sec.gov |
| Trustwell Financial Advisors, LLC | Jacksonville | $260.8 million | 1,019 | 7 | Not listed | (904) 996-7800 | adviserinfo.sec.gov | |
| Bridge Generations Wealth Management | South Miami | $259.8 million | 472 | 7 | Not listed | (305) 666-9411 | bridgewm.com | adviserinfo.sec.gov |
| Davis Capital Management | Jacksonville | $259 million | 1,051 | 5 | Not listed | (904) 223-0510 | adviserinfo.sec.gov | |
| Aft, Forsyth and Company, Inc. | Jupiter | $258.6 million | 176 | 2 | Not listed | (561) 296-6680 | adviserinfo.sec.gov | |
| Geosphere Capital Management, LLC | Miami Beach | $258.4 million | 5 | 6 | 2 | (212) 616-1100 | geospherecap.com | adviserinfo.sec.gov |
| McDonough Capital Management, Inc. | Orlando | $258.2 million | 592 | 3 | Not listed | (407) 248-9647 | adviserinfo.sec.gov | |
| Genrock Capital Management, LP | Palm Beach | $257.6 million | 2 | 4 | 2 | (212) 301-0770 | genrock.com | adviserinfo.sec.gov |
| GLD Advisors, LLC | Miami Beach | $257.3 million | 1 | 4 | 1 | (212) 257-5790 | adviserinfo.sec.gov | |
| Center for Asset Management, LLC | Palm Beach Gardens | $257.1 million | 939 | 6 | Not listed | (561) 625-0900 | adviserinfo.sec.gov | |
| Rd Lewis Wealth Management | Maitland | $256.8 million | 852 | 8 | Not listed | (407) 446-3737 | adviserinfo.sec.gov | |
| Krusen Capital Management, LLC | West Palm Beach | $255.7 million | 217 | 2 | 1 | (561) 370-7439 | krusencapital.com | adviserinfo.sec.gov |
| Blacktower Financial Management (US) LLC | Orlando | $254.4 million | 480 | 29 | Not listed | (407) 362-7753 | adviserinfo.sec.gov | |
| Mendon Capital Advisors Corp | Key Largo | $253.8 million | 3 | 4 | 1 | (585) 770-1770 | mendoncapital.com | adviserinfo.sec.gov |
| Washburn Capital Management Inc. | Vero Beach | $253.6 million | 524 | 3 | Not listed | (772) 564-7291 | washburncapital.com | adviserinfo.sec.gov |
| Abf Investment Management, LLC | Miami | $253.2 million | 3 | 10 | 1 | (786) 564-2029 | gr-am.com | adviserinfo.sec.gov |
| Bridges Capital LLC | Fort Lauderdale | $251.6 million | 127 | 1 | Not listed | (954) 271-1075 | adviserinfo.sec.gov | |
| Mariaca Wealth Management, LLC | Wellington | $251.1 million | 686 | 6 | Not listed | (561) 650-8061 | passporttoretirement.com | adviserinfo.sec.gov |
| Karlov Street Capital, LLC | Boca Raton | $251 million | 30 | 4 | 30 | (847) 503-9393 | karlovstreet.com | adviserinfo.sec.gov |
| Cogent Private Wealth | Orlando | $250.3 million | 264 | 8 | Not listed | (407) 887-4965 | cogentprivatewealth.com | adviserinfo.sec.gov |
| Qso Capital Management LLC | Fort Lauderdale | $250 million | 5 | 3 | 2 | (732) 332-2494 | qsocapital.com | adviserinfo.sec.gov |
| Firstrust | Daytona Beach | $250 million | 128 | 6 | Not listed | (386) 788-3737 | financialteam.com | adviserinfo.sec.gov |
| Kutumb Investments LLC | Palm Beach Gardens | $250 million | 2 | 3 | Not listed | (212) 970-5590 | kutumbinvestments.com | adviserinfo.sec.gov |
| Oxenfree Financial | Melbourne | $249.8 million | 1,983 | 8 | Not listed | (321) 722-7882 | adviserinfo.sec.gov | |
| E. Batoff & Co., Inc. | Tampa | $249.2 million | 33 | 1 | Not listed | (813) 248-3467 | adviserinfo.sec.gov | |
| Cassedy Financial Group, Inc. | Tampa | $248.4 million | 459 | 4 | Not listed | (813) 251-0004 | cassedyfinancialgroup.com | adviserinfo.sec.gov |
| Nova Wealth Management, Inc. | Bonita Springs | $247.5 million | 739 | 7 | Not listed | (239) 444-1794 | novawealthmanagement.com | adviserinfo.sec.gov |
| Rinaldi Wealth Management, Inc. | Bonita Springs | $243.2 million | 841 | 3 | Not listed | (239) 444-6111 | adviserinfo.sec.gov | |
| Matthias Private Wealth, LLC | Winter Park | $242.8 million | 426 | 12 | Not listed | (407) 691-3300 | matthiaspw.com | adviserinfo.sec.gov |
| Chiron Capital Management, LLC | Tallahassee | $242.6 million | 910 | 4 | Not listed | (850) 775-1939 | chironcapital.com | adviserinfo.sec.gov |
| Seminole Advisory Services, LLC | Bellair Bluffs | $242.5 million | 1 | 4 | 1 | (727) 331-8444 | seminolefs.com | adviserinfo.sec.gov |
| Mori Huston Partners | Miami | $241.6 million | 72 | 2 | 1 | (305) 856-9304 | morihuston.com | adviserinfo.sec.gov |
| Wealth Management Corporation | Tallahassee | $241.5 million | 1,641 | 6 | Not listed | (850) 894-7526 | wealthmanagementcorp.com | adviserinfo.sec.gov |
| Treasure Coast Financial Planning, Inc. | Vero Beach | $241.5 million | 661 | 6 | Not listed | (772) 231-1422 | theplanningco.com | adviserinfo.sec.gov |
| DFN Management LLC. | Tampa | $241.4 million | 2 | 6 | 2 | (866) 296-4420 | adviserinfo.sec.gov | |
| Bassam Wealth Management, LLC | Palm Beach | $241 million | 176 | 3 | Not listed | (561) 494-6391 | bassamwealthmanagement.com | adviserinfo.sec.gov |
| True Wealth Advisory Group | Miami | $240.1 million | 260 | 4 | Not listed | (786) 358-0050 | adviserinfo.sec.gov | |
| Loyola Asset Management LLC | Coral Gables | $239.9 million | 63 | 5 | 1 | (305) 377-1941 | loyola-asset.com | adviserinfo.sec.gov |
| Smith Bruer | Tallahassee | $238.5 million | 458 | 6 | Not listed | (850) 877-0803 | smithbruer.com | adviserinfo.sec.gov |
| Golden Road Advisors LLC | Tampa | $237.7 million | 459 | 4 | Not listed | (813) 491-1593 | goldenroadadvisors.com | adviserinfo.sec.gov |
| Pento Portfolio Strategies, LLC | Naples | $237.3 million | 874 | 3 | Not listed | (732) 772-9500 | adviserinfo.sec.gov | |
| Creo Capital Partners Management LLC | Miami | $235.5 million | 2 | 6 | 2 | (305) 998-0078 | adviserinfo.sec.gov | |
| MBF Healthcare Management II, LLC | Coral Gables | $235 million | 2 | 11 | 2 | (305) 476-5161 | mbfhp.com | adviserinfo.sec.gov |
| Kingsman Wealth Management Inc. | Pensacola | $235 million | 219 | 3 | Not listed | (850) 565-3780 | adviserinfo.sec.gov | |
| Plan to Prosper Wealth Management | Ormond Beach | $234.3 million | 651 | 4 | Not listed | (386) 271-2127 | myplantoprosper.com | adviserinfo.sec.gov |
| Belleair Asset Management, LLC | Belleair Bluffs | $234.3 million | 366 | 4 | Not listed | (727) 586-3541 | belleairam.com | adviserinfo.sec.gov |
| Anchor Wealth Management Group LLC | West Palm Beach | $233 million | 630 | 1 | Not listed | (561) 228-8688 | anchorwealthgroup.com | adviserinfo.sec.gov |
| Reshape Wealth | Boca Raton | $232.2 million | 648 | 3 | Not listed | (646) 626-7902 | reshapewealth.com | adviserinfo.sec.gov |
| L&S Investment Advisors, LLC | Miami | $231.4 million | 399 | 8 | Not listed | (786) 241-7000 | ls.finance | adviserinfo.sec.gov |
| Andrew Hill Investment Advisors, Inc. | Naples | $231.3 million | 490 | 4 | Not listed | (239) 450-3999 | adviserinfo.sec.gov | |
| Las Olas Venture Capital | Fort Lauderdale | $231.2 million | 13 | 6 | 13 | (954) 667-7159 | adviserinfo.sec.gov | |
| Unimar | Miami | $230.8 million | 43 | 3 | 6 | (305) 797-9124 | unimarfinancial.com | adviserinfo.sec.gov |
| Primoris Wealth Advisors, LLC | North Palm Beach | $230 million | 552 | 7 | Not listed | (561) 296-0796 | primoriswealthadvisors.com | adviserinfo.sec.gov |
| Turner Financial Group, Inc. | Pace | $229.6 million | 1,132 | 12 | Not listed | (850) 995-1797 | gfthomasadvisory.com | adviserinfo.sec.gov |
| Velvet Sea Ventures | West Palm Beach | $229.1 million | 6 | 9 | 6 | (248) 594-4751 | velvetseavc.com | adviserinfo.sec.gov |
| Alterna Equity Partners Management LLC | Fort Lauderdale | $228 million | 3 | 8 | 3 | (954) 703-2020 | alternaequitypartners.com | adviserinfo.sec.gov |
| Naples Wealth Planning | Bonita Springs | $226.9 million | 452 | 13 | Not listed | (239) 330-4183 | napleswealthplanning.com | adviserinfo.sec.gov |
| Align Private Capital | Sarasota | $226.2 million | 3 | 6 | 2 | (917) 365-9073 | alignprivatecapital.com | adviserinfo.sec.gov |
| Elevation Advisory Partners LLC | Orlando | $226 million | 1,007 | 5 | Not listed | (913) 827-4588 | harrisoncapitalmanagement.com | adviserinfo.sec.gov |
| Angelus Investment Consulting, Inc. | Coral Gables | $226 million | 67 | 2 | Not listed | (305) 928-1551 | angelusinvestment.com | adviserinfo.sec.gov |
| Dragus Capital, LLC | Coral Gables | $225.9 million | 108 | 5 | Not listed | (786) 477-5777 | draguscapital.com | adviserinfo.sec.gov |
| Welcy Capital Advisors LLC | Miami | $225.7 million | 21 | 10 | 2 | (786) 353-0036 | adviserinfo.sec.gov | |
| Oceanis Financial Advisors, Inc. | Miami | $225.6 million | 82 | 2 | Not listed | (305) 330-4398 | adviserinfo.sec.gov | |
| The Tenret Company, LLC | Tampa | $225.4 million | 158 | 1 | Not listed | (727) 599-6201 | adviserinfo.sec.gov | |
| Buckeye-Pacific | Naples | $225.4 million | 4 | 3 | 2 | (312) 858-1670 | twinlakefunds.com | adviserinfo.sec.gov |
| Allied Private Wealth | Boca Raton | $224.5 million | 417 | 4 | Not listed | (954) 576-9192 | alliedprivatewealth.com | adviserinfo.sec.gov |
| Orca Wealth Management, LLC | New Port Richey | $224.4 million | 425 | 3 | Not listed | (727) 938-1600 | adviserinfo.sec.gov | |
| Bucket List Wealth Management, LLC | The Villages | $224.2 million | 1,437 | 2 | Not listed | (352) 307-8652 | bucketlistwealth.com | adviserinfo.sec.gov |
| Sterling Wealth Advisors, Inc. | Plantation | $223.5 million | 348 | 7 | Not listed | (954) 771-1313 | sterlingwealthadvisors.com | adviserinfo.sec.gov |
| Riverglades Family Offices, LLC | Naples | $221.4 million | 200 | 2 | Not listed | (239) 263-4079 | rivergladesfo.com | adviserinfo.sec.gov |
| Lynx Advisory Partners | Coral Gables | $221.4 million | 113 | 7 | Not listed | (305) 772-7137 | lynx-ap.com | adviserinfo.sec.gov |
| Pullen Investment Management | Bradenton | $221 million | 231 | 5 | Not listed | (941) 361-2195 | adviserinfo.sec.gov | |
| Agis Management LLC | Clearwater | $220.2 million | 1 | 12 | 1 | (617) 350-9894 | agiscapital.com | adviserinfo.sec.gov |
| Motiv8 Investments LLC | Port St Lucie | $219.1 million | 1,337 | 21 | Not listed | (772) 247-4488 | 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.