Data / Investment advisers / $50 million to $100 million in AUM / Florida
Investment advisers in Florida with $50 million to $100 million in AUM: 24 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
24 SEC registered investment advisers in Florida report between $50 million and $100 million in regulatory assets under management, $2 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Gallatin & Company, LLC with $98.1 million.
The request: Every investment adviser in Florida with AUM in the range $50 million to $100 million, with phone and website. $10 of work on sign-up, no card.
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- 24Advisers
- 24SEC registered
- $2 billionTotal AUM
- 0Advisers over $100 million
- 10Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Gallatin & Company, LLC | Vero Beach | $98.1 million | 53 | 1 | Not listed | (772) 231-9607 | adviserinfo.sec.gov | |
| Baytrust Wealth Management, LLC | Tampa | $97.7 million | 299 | 5 | Not listed | (813) 820-0069 | baytrust.com | adviserinfo.sec.gov |
| RVX Asset Management LLC | Aventura | $96.8 million | 3 | 4 | 1 | (305) 363-6847 | rvx-am.com | adviserinfo.sec.gov |
| Lion Capital Advisors LLC | Miami | $94.8 million | 31 | 3 | Not listed | (305) 849-5222 | adviserinfo.sec.gov | |
| Statetrust Capital, LLC. | Boca Raton | $93.7 million | 238 | 4 | Not listed | (305) 921-8101 | statetrust.com | adviserinfo.sec.gov |
| Capital Q Management LLC | Maitland | $93.4 million | 2 | 2 | 1 | (407) 307-2277 | capitalqventures.com | adviserinfo.sec.gov |
| Schaffer & Company Asset Management, Inc. | Jacksonville | $90.8 million | 562 | 1 | Not listed | (585) 563-8626 | gregoryschaffer.com | adviserinfo.sec.gov |
| Arias Resource Capital Management LP | Miami | $90.8 million | 2 | 8 | 2 | (305) 913-5402 | arc-fund.com | adviserinfo.sec.gov |
| Alphaq Advisors | Winter Park | $90.6 million | 280 | 2 | Not listed | (407) 982-4550 | adviserinfo.sec.gov | |
| Zest | Miami | $90.6 million | 8 | 3 | Not listed | (305) 394-6486 | adviserinfo.sec.gov | |
| Chacon Diaz & Di Virgilio Wealth Management, LLC | Gainesville | $90.3 million | 675 | 4 | Not listed | (888) 392-8007 | cddwealth.com | adviserinfo.sec.gov |
| Api Financial Advisors, LLC | Rockledge | $84.7 million | 696 | 13 | Not listed | (321) 888-2599 | adviserinfo.sec.gov | |
| Route 20 Private Wealth Inc. | Fort Lauderdale | $83.5 million | 180 | 6 | 1 | (954) 712-7490 | route20wealth.com | adviserinfo.sec.gov |
| Inter US Management, LLC | Miami | $83.4 million | 5 | 6 | Not listed | (786) 671-3506 | adviserinfo.sec.gov | |
| Proxy Wealth Advisors LLC | Windermere | $83.3 million | 614 | 25 | Not listed | (646) 289-5075 | proxywealth.com | adviserinfo.sec.gov |
| MGM Innova Cap Management LLC | Miami | $78 million | 4 | 10 | 4 | adviserinfo.sec.gov | ||
| Center Lake Capital Management, LLC | West Palm Beach | $77.9 million | 3 | 1 | 1 | (212) 390-8839 | centerlakecapital.com | adviserinfo.sec.gov |
| Lyons Investment Management | Winter Park | $73.1 million | 61 | 5 | Not listed | (386) 775-1177 | gnci.com | adviserinfo.sec.gov |
| Clockwise Capital LLC | Miami | $71.5 million | 151 | 3 | 1 | (305) 200-8800 | adviserinfo.sec.gov | |
| Pare Partners LLC | Miami | $66.9 million | 8 | 20 | 4 | (786) 866-8010 | peninsulainvestments.com | adviserinfo.sec.gov |
| Coolabah Capital Investments (USA) Inc | Miami | $64.7 million | 6 | 6 | 2 | (305) 722-7789 | coolabahcapital.com | adviserinfo.sec.gov |
| Mutual Trust Asset MGMT., Inc. | Tampa | $58.4 million | 120 | 4 | Not listed | (813) 264-0440 | adviserinfo.sec.gov | |
| Rea Financial | Orlando | $54.8 million | 364 | 4 | Not listed | (407) 787-9700 | adviserinfo.sec.gov | |
| Golden Eagle Strategies, LLC | Delray Beach | $50.5 million | 4 | 7 | 1 | (561) 510-6606 | 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.