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Data / Investment advisers / $500 million to $1 billion in AUM / Florida

Investment advisers in Florida with $500 million to $1 billion in AUM: 152 firms

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

152 SEC registered investment advisers in Florida report between $500 million and $1 billion in regulatory assets under management, $108 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Palm Beach Capital Management III, LLC with $999 million.

The request: Every investment adviser in Florida with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in FloridaWatch 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.

  • 152Advisers
  • 152SEC registered
  • $108 billionTotal AUM
  • 152Advisers over $100 million
  • 63Manage 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
Palm Beach Capital Management III, LLCWest Palm Beach$998.8 million141115(561) 659-9022pbcap.comadviserinfo.sec.gov
Daybright Advisory Services, Inc.Miami$997.4 million69610Not listed(305) 671-2200ingham.comadviserinfo.sec.gov
Omnia Family Wealth, LLCAventura$994.6 million922102(305) 602-9080adviserinfo.sec.gov
Khrom Capital ManagementMiami$980.6 million261(646) 436-6643khromcapital.comadviserinfo.sec.gov
Satovsky Asset Management LLCWest Palm Beach$974.8 million21612Not listed(212) 584-1900adviserinfo.sec.gov
Unique Wealth, LLCTampa$965.6 million84615Not listed(813) 816-2030uniquewealth.comadviserinfo.sec.gov
Comvest Credit Managers, LLCWest Palm Beach$956.8 million31502(561) 727-2000comvest.comadviserinfo.sec.gov
Pioneer Family Office, LLCNorth Miami Beach$956.8 million2975Not listed(305) 935-5502piowealth.comadviserinfo.sec.gov
Destiny Wealth Partners, LLCTavares$947.3 million2,94926Not listed(352) 343-2700adviserinfo.sec.gov
Mac Alpha Capital Management, LPTampa$937.8 million1686(813) 556-9704adviserinfo.sec.gov
Trinity Fund Advisors LLCMiami$930 million9325(305) 800-1115adviserinfo.sec.gov
Blue Water Advisors LPBoca Raton$927.9 million5205(561) 282-0770bwalp.comadviserinfo.sec.gov
Legacy Wealth Advisors, LLCNorth Miami Beach$922.8 million27914Not listed(305) 808-6140lwgadvisors.comadviserinfo.sec.gov
Integrity Fixed Income ManagementOrlando$921.5 million446Not listed(407) 481-2420integrityfi.comadviserinfo.sec.gov
Rainey & Randall Wealth Advisors, Inc.Celebration$918.2 million8747Not listed(727) 344-7711raineyrandall.comadviserinfo.sec.gov
Strenta Investment Management Services, LLCMiami$916.1 million1181(954) 217-4896adviserinfo.sec.gov
Nesteggs, Inc.Jacksonville$911.3 million75929Not listed(904) 348-3131nesteggs401k.comadviserinfo.sec.gov
Tiempo Capital PartnersMiami$911 million687Not listed(786) 885-2120tiempocapital.comadviserinfo.sec.gov
Singer Wealth Advisors LLCBoca Raton$910.6 million2,24743Not listed(561) 998-9985adviserinfo.sec.gov
Flaharty Asset Management, LLCClearwater$901.6 million1,96410Not listed(727) 252-1050adviserinfo.sec.gov
Compass Financial Management LLCTampa$893.8 million3,79933Not listed(813) 597-6400adviserinfo.sec.gov
Martin Investment Management, LLCPalm Beach Gardens$888.1 million281121(847) 424-9124adviserinfo.sec.gov
Bayshore CapitalTampa$879.2 million381210(813) 221-3400bayshorecap.comadviserinfo.sec.gov
Noesis Capital Management CorpBoca Raton$876.9 million85112Not listed(561) 999-9888adviserinfo.sec.gov
Marlin Manager, LLCSaint Petersburg$871 million52Not listed(888) 656-5150adviserinfo.sec.gov
StorgeCoral Gables$866.6 million1945Not listed(785) 969-2515adviserinfo.sec.gov
The High Net Worth Advisory Group, LLCNaples$861.7 million1,1199Not listed(866) 906-2325adviserinfo.sec.gov
Bridgeinvest LLCMiami$858.6 million7332(305) 749-9887bridgeinvest.comadviserinfo.sec.gov
Arosa Capital Management LPMiami Beach$856.6 million14125(212) 218-0550arosacapital.comadviserinfo.sec.gov
Gfo Asset Management, LLCMiami Beach$856.1 million3143(203) 550-4233adviserinfo.sec.gov
Rossby Financial, LLCMelbourne$854.8 million3,9107Not listed(321) 209-0111adviserinfo.sec.gov
Harbor AdvisorsWest Palm Beach$851.7 million101Not listed(561) 459-2946adviserinfo.sec.gov
Rosemawr Management LLCMiami Beach$843.6 million13238(212) 286-9474rosemawr.comadviserinfo.sec.gov
Fai Capital ManagementTampa$842.1 million125Not listed(813) 874-6621adviserinfo.sec.gov
Aua Private Equity Partners, LLCWest Palm Beach$841.8 million131113(561) 851-9500auaequity.comadviserinfo.sec.gov
American Ventures IM LLCPalm Beach Gardens$838.7 million27327(917) 608-7234adviserinfo.sec.gov
Concise Capital Management, L.P.Miami$838.6 million8121(305) 371-4578adviserinfo.sec.gov
Global Financial Private ClientSarasota$828.3 million1,0286Not listed(941) 441-1624adviserinfo.sec.gov
Walsh & Associates, LLCSarasota$827.7 million2,57115Not listed(941) 952-1188adviserinfo.sec.gov
Palatine Fund Advisors, LLCMiami$821.4 million4214(305) 417-6254adviserinfo.sec.gov
Segra Capital Management, LLCPalm Beach$820.7 million555(561) 890-9127adviserinfo.sec.gov
Shoreline Equity Partners, LLCNeptune Beach$815.2 million5233(904) 222-6540adviserinfo.sec.gov
Andbanc Advisory LLCMiami$806.5 million47213Not listed(305) 702-0601adviserinfo.sec.gov
Firestone Capital Management IncSouth Miami$806.2 million1,2987Not listed(305) 669-2119adviserinfo.sec.gov
Hoxton WealthOrlando$803.5 million1,80574Not listed(407) 248-1211adviserinfo.sec.gov
Psi Advisors, LLCTampa$800.9 million3,23722Not listed(813) 444-0337ericeatonfinancial.comadviserinfo.sec.gov
Fortress Wealth PlanningJacksonville Beach$793.9 million7137Not listed(904) 301-4545fortresswealthplanning.comadviserinfo.sec.gov
XP Advisory US, Inc.Miami$792.3 million25834Not listed(786) 725-5983adviserinfo.sec.gov
New Wave Loans Residential, LLCNorth Miami Beach$787.4 million4161(305) 512-1124newwaveloans.comadviserinfo.sec.gov
Augustine Asset Management IncJacksonville$783.3 million4628Not listed(904) 396-6944adviserinfo.sec.gov
Amerant Investments, Inc.Coral Gables$782.4 million1,29635Not listed(305) 460-8599amerantinvestments.marstone.comadviserinfo.sec.gov
Portfolio Medics, LLCBonita Springs$780.5 million3,80575Not listed(239) 444-1766adviserinfo.sec.gov
Artia Global Partners LPMiami$778.9 million351(305) 710-1384adviserinfo.sec.gov
KLH CapitalTampa$773.9 million3203(813) 222-0160adviserinfo.sec.gov
Benchmark Financial Wealth Advisors LLCBoca Raton$766.1 million1,06714Not listed(561) 416-2992bfllc.comadviserinfo.sec.gov
Orange Investment Advisors, LLCWinter Park$765 million341(407) 758-4082orangeia.comadviserinfo.sec.gov
Fsa Investment Group, LLCPensacola$761.8 million124111(850) 696-1550fsa-ig.comadviserinfo.sec.gov
Invex Advisors LLCCoral Gables$759.3 million8483(786) 425-1717adviserinfo.sec.gov
Lighthouse FinancialSaint Petersburg$755.6 million3371Not listed(727) 490-5797lighthousefinancial.infoadviserinfo.sec.gov
Gator Capital Management, LLCTampa$751.1 million4972(813) 282-7870gatorcapital.comadviserinfo.sec.gov
QTR Family Wealth, LLCLake Mary$749.3 million8017Not listed(407) 745-0715qtrfamily.comadviserinfo.sec.gov
Fiduciary Family Office, LLCBoca Raton$747.7 million6243Not listed(561) 353-4440fiduciaryfo.comadviserinfo.sec.gov
Dudley & Shanley, Inc.Palm Beach$746.8 million5153(561) 855-4742dudleyshanley.comadviserinfo.sec.gov
Tremblant Capital GroupWest Palm Beach$744.6 million9192(212) 303-7373tremblantcapital.comadviserinfo.sec.gov
Bayshore Wealth AdvisorsCoral Gables$740.1 million4194Not listed(786) 888-9400bayshorewealth.comadviserinfo.sec.gov
Paradigm Investment ManagementMiami$725.2 million93Not listed(786) 871-3411paradigmpcm.comadviserinfo.sec.gov
Global Wealth Management Investment Advisory, Inc.Fort Lauderdale$722.8 million3,68742Not listed(954) 533-7144askglobalwealth.comadviserinfo.sec.gov
Materetsky Financial GroupBoynton Beach$720.8 million2,3099Not listed(561) 735-9227adviserinfo.sec.gov
Darwin Wealth ManagementTampa$717.8 million5,72510Not listed(813) 579-4074adviserinfo.sec.gov
SaagaMiami$717.5 million5656Not listed(786) 940-3505saagawealth.comadviserinfo.sec.gov
G. a. Repple & CompanyCasselberry$716.3 million3,20753Not listed(407) 339-9090garepple.comadviserinfo.sec.gov
Aston Capital ManagementCoral Gables$711.8 million18435(305) 722-5989astoncapital.netadviserinfo.sec.gov
Rogan & AssociatesSafety Harbor$709.6 million1,48314Not listed(727) 712-3400adviserinfo.sec.gov
Bench Walk Advisors LLCBoca Raton$707.6 million901581(561) 448-4441benchwalk.comadviserinfo.sec.gov
Morangie Management LLCVero Beach$706 million11772(908) 285-6686morangiemanagement.comadviserinfo.sec.gov
Core Wealth Advisors, Inc.Lakeland$702.1 million1,28813Not listed(863) 904-4745adviserinfo.sec.gov
Lafise Global Advisors LLCMiami$699 million103Not listed(305) 374-6001adviserinfo.sec.gov
Maximai Investment Partners, LLCCoral Gables$695.8 million9748Not listed(786) 332-6050maximaipartners.comadviserinfo.sec.gov
Icv Partners, LLCMiami$694.1 million4134(212) 455-9600icvpartners.comadviserinfo.sec.gov
Brainvest Wealth Management LLCMiami$690.9 million17581(305) 224-8834brainvest.comadviserinfo.sec.gov
Alti Wealth Management (US International), Inc.Coral Gables$690.9 million3710Not listed(305) 373-8033alti-global.comadviserinfo.sec.gov
Synergy Investment Management LLCAltamonte Springs$681.5 million2,50022Not listed(321) 203-4458synergywealthalliance.comadviserinfo.sec.gov
Encore Housing Opportunity Fund Investment Manager, LLCBoca Raton$679.5 million12475(561) 961-1000encorecm.comadviserinfo.sec.gov
Hudson Value Partners, LLCPalm Beach$678.3 million54741(646) 343-9772adviserinfo.sec.gov
Summit Wealth Partners, LLCOrlando$675.7 million2,04021Not listed(407) 656-2252adviserinfo.sec.gov
Advantage Wealth PartnersFort Myers$675.5 million1,80410Not listed(239) 561-1155advantagewealthpartners.comadviserinfo.sec.gov
Truvestments Capital LLCSarasota$660.8 million2,541171(855) 955-1982adviserinfo.sec.gov
Highpost Capital, LLCWest Palm Beach$657.2 million261418(212) 634-3305highpost.comadviserinfo.sec.gov
Polar Capital (America) CorporationTampa$656.1 million5121011442072272700polarcapital.co.ukadviserinfo.sec.gov
Collaborative WealthLake Mary$653.3 million1,94813Not listed(407) 792-3336adviserinfo.sec.gov
Dale K. Ehrhart, Inc.Venice$648.8 million3096Not listed(941) 485-8220dkeinc.comadviserinfo.sec.gov
Powell Investment Advisors, LLCMiami$648 million35421(786) 470-3480powellinvestmentadvisors.comadviserinfo.sec.gov
Proaltus USAMiami$645.7 million941412(857) 334-1921proaltus.usadviserinfo.sec.gov
Abacus FCF Advisors LLCOrlando$641.4 million65Not listed(212) 217-2597adviserinfo.sec.gov
Eve PartnersPonte Vedra Beach$641.3 million6146(904) 875-5375evepartners.comadviserinfo.sec.gov
Vizcaya Capital, LLCMiami$631.4 million34691(305) 602-5725vizcayacapital.comadviserinfo.sec.gov
Centrica Wealth ManagementMiami$627.4 million453Not listed(305) 686-7910centricafg.comadviserinfo.sec.gov
B&C Financial AdvisorsPonte Vedra Beach$626 million1,33112Not listed(904) 273-9850butenskycohen.comadviserinfo.sec.gov
Industrial Development Funding LLCMiami Beach$624 million752(917) 658-7661adviserinfo.sec.gov
Blue Ocean CapitalWest Palm Beach$619.2 million49111Not listed(561) 659-3301adviserinfo.sec.gov
Tactive Advisors, LLCSarasota$619 million3,43415Not listed(855) 282-2848jaaxfinancial.comadviserinfo.sec.gov
H.I.G. Whitehorse Advisers, LLCMiami$615.1 million182Not listed(305) 379-2322whitehorse.comadviserinfo.sec.gov
Zega Investments, LLCPalm Beach Gardens$614 million1,31510Not listed(800) 380-9342luckinbillfinancial.comadviserinfo.sec.gov
Rose Capital Advisors, LLCMiami Beach$608.3 million917141(305) 534-7673adviserinfo.sec.gov
Inlet Private Wealth, LLCJupiter$608.1 million1845Not listed(561) 781-0400inletprivatewealth.comadviserinfo.sec.gov
Destiny Family OfficeTavares$605.1 million2947Not listed(844) 357-1120destinyfamilyoffice.comadviserinfo.sec.gov
Deuterium Capital Management, LLCClearwater$603.7 million682(727) 204-7570deuterium.usadviserinfo.sec.gov
Gda Luma Capital Management, LPMiami$592.4 million3141(917) 312-6701gdaluma.comadviserinfo.sec.gov
Florida Atlantic Securities Corp.Miami$590 million7441(305) 670-9250floridaatlantic.netadviserinfo.sec.gov
Vine Investment Advisors, LPPalm Beach Gardens$583.5 million818(917) 512-7051adviserinfo.sec.gov
55 North Private WealthWinter Park$581.3 million6978Not listed(407) 960-476955northprivatewealth.comadviserinfo.sec.gov
Harvey Capital Management IncPalm Beach$579.4 million1725Not listed(561) 804-9181harveycapital.comadviserinfo.sec.gov
Bh3 Fund Advisors, LLCFort Lauderdale$578.1 million10298(954) 541-7446adviserinfo.sec.gov
Silverview Credit Partners LPTampa$577.3 million16143(646) 205-6225silverview.comadviserinfo.sec.gov
Rezny Wealth Management, Inc.Fort Myers$576 million2757Not listed(800) 618-8577reznywealth.comadviserinfo.sec.gov
Southocean Capital Partners, LLCFt. Lauderdale$575.3 million17817(954) 331-0109adviserinfo.sec.gov
Sanchez Wealth Management Group, LLCJacksonville$571.2 million1,5023Not listed(904) 281-9261sanchezwealth.comadviserinfo.sec.gov
Tyro Capital Management, LLCMiami$570.9 million262(330) 307-6147adviserinfo.sec.gov
Inca Investments, LLCMiami$569.6 million391(305) 722-4300incainvestments.comadviserinfo.sec.gov
Driftwood Advisors, LLCCoral Gables$568.8 million3523(305) 500-9998driftwoodadvisors.usadviserinfo.sec.gov
Inveris US LLCCoral Gables$568.4 million3696Not listed(305) 448-0014adviserinfo.sec.gov
Fiori Financial GroupFort Lauderdale$567.4 million6758Not listed(954) 763-2600adviserinfo.sec.gov
White Wolf Capital Advisors, LLCMiami$566.8 million361934(305) 605-8888adviserinfo.sec.gov
Atticus Wealth ManagementPalm Beach Gardens$565.3 million1,1058Not listed(561) 425-9500atticuswm.comadviserinfo.sec.gov
Downtown Wealth Studios, LLCMiami$563.5 million1355Not listed(888) 240-2737adviserinfo.sec.gov
Dara Capital US, Inc.Miami$563.1 million583Not listed(646) 779-9760adviserinfo.sec.gov
Paulson Wealth Management Inc.West Palm Beach$558.9 million1,49311Not listed(407) 957-0074adviserinfo.sec.gov
F&V Capital Management, L.L.C.Boca Raton$557.8 million2377Not listed(561) 208-1081adviserinfo.sec.gov
Financial Harvest Wealth AdvisorsWinter Park$557.4 million1,3979Not listed(407) 937-0707adviserinfo.sec.gov
Global Assets Advisory, LLCOrlando$551.7 million2,58829Not listed(407) 254-1500iaac.comadviserinfo.sec.gov
Trillium Wealth LLCWinter Park$544.6 million1,70813Not listed(321) 295-8492trillium-wealth.comadviserinfo.sec.gov
Compound Family Offices, LLCSarasota$540.8 million3246Not listed(941) 556-9294compoundfamilyoffices.comadviserinfo.sec.gov
Consilium Investment Management LLCFort Lauderdale$540.6 million5172(954) 315-9380adviserinfo.sec.gov
Affiliated Private Investors LLCWest Palm Beach$533.7 million5465(561) 318-8710adviserinfo.sec.gov
Jacksonville Wealth ManagementJacksonville$533.5 million2,09513Not listed(904) 923-7526jaxwealth.comadviserinfo.sec.gov
Ceeto Capital Group, LLCCoral Gables$531.4 million464Not listed(786) 477-6445adviserinfo.sec.gov
Securitize Capital LLCMiami$530.2 million727(415) 745-3030securitize.ioadviserinfo.sec.gov
Noble Family WealthClearwater$527.5 million4889Not listed(727) 674-1462noblefamilywealth.comadviserinfo.sec.gov
Compass Financial Advisory Services, LLCOrmond Beach$527.2 million1,03111Not listed(386) 673-5191adviserinfo.sec.gov
Compass Group Investments Solutions LLCMiami$526.8 million14817Not listed(305) 358-7052cgcompass.comadviserinfo.sec.gov
Convergence Investment Partners, LLCPalm Beach Gardens$523.6 million4475Not listed(561) 494-8001adviserinfo.sec.gov
Disciplined Equity Management, Inc.Neptune Beach$521 million8194Not listed(904) 222-0280demgt.comadviserinfo.sec.gov
Bicycle CapitalCoconut Grove$518.5 million1101(917) 902-2910bicycle.capitaladviserinfo.sec.gov
Altium Investment Strategies LLCWesley Chapel$517.7 million28Not listed(813) 215-7783adviserinfo.sec.gov
Uhler Vertich White AdvisorsFort Myers$513.7 million1,00211Not listed(239) 936-6300uvwadvisors.comadviserinfo.sec.gov
Pharvision Advisers, LLCBoca Raton$513.2 million621(561) 614-6014pharvision.aiadviserinfo.sec.gov
Client 1st Advisory GroupDunedin$511.5 million9248Not listed(727) 450-2301adviserinfo.sec.gov
Instrumental Wealth, LLCTampa$508 million2,12812Not listed(813) 578-7001adviserinfo.sec.gov
Kaufman Rossin Wealth, LLCMiami$506.7 million52011Not listed(305) 646-6071kaufmanrossinwealth.comadviserinfo.sec.gov
Creand ManagementMiami$506.6 million13416Not listed(305) 358-8844creand.usadviserinfo.sec.gov
Punch Card ManagementWinter Park$505.4 million141(407) 367-4347punchcardcapital.comadviserinfo.sec.gov
LRZ Capital LLCMiami$500.8 million453(305) 615-0215lrzcapital.comadviserinfo.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.