Data / Investment advisers / Florida / Coral Gables
Investment advisers in Coral Gables, FL: 60 firms, $122 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
60 investment advisers have their main office in Coral Gables, Florida: 51 SEC registered and 9 exempt reporting. The registered advisers report $122 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Bayview Asset Management, LLC with $64.2 billion.
The request: Every investment adviser in Coral Gables, Florida with AUM over $100 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.
- 60Advisers
- 51SEC registered
- 9Exempt reporting
- $122 billionTotal AUM
- 47Advisers over $100 million
- 22Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Bayview Asset Management, LLC | Coral Gables | $64.21 billion | 59 | 556 | 23 | (305) 854-8880 | bayview.com | adviserinfo.sec.gov |
| We Family Offices | Coral Gables | $17.75 billion | 112 | 65 | Not listed | (305) 825-2225 | adviserinfo.sec.gov | |
| Dimension Capital Management LLC | Coral Gables | $7.29 billion | 570 | 50 | 94 | (305) 371-2776 | dimensioncapital.com | adviserinfo.sec.gov |
| Trivest Investment Advisors, LLC | Coral Gables | $6.01 billion | 19 | 100 | 19 | (305) 858-2200 | adviserinfo.sec.gov | |
| Archpoint Investors | Coral Gables | $4.13 billion | 287 | 11 | 2 | (786) 810-3660 | archpointinvestors.com | adviserinfo.sec.gov |
| Evensky & Katz/Foldes Wealth Management | Coral Gables | $3.21 billion | 5,801 | 44 | Not listed | (305) 448-8882 | evensky.com | adviserinfo.sec.gov |
| Mas Advisors LLC | Coral Gables | $2.56 billion | 295 | 13 | Not listed | (786) 364-3101 | masadvisorsllc.com | adviserinfo.sec.gov |
| Tallvine Partners Management LP | Coral Gables | $1.42 billion | 7 | 16 | 7 | (786) 475-3890 | tallvinepartners.com | adviserinfo.sec.gov |
| Seaview Investment Managers LLC | Coral Gables | $1.37 billion | 1,597 | 13 | Not listed | (305) 330-2332 | adviserinfo.sec.gov | |
| Finback Investment Partners | Coral Gables | $1.20 billion | 9 | 17 | 11 | (305) 416-2626 | finbackpartners.com | adviserinfo.sec.gov |
| Storge | Coral Gables | $866.6 million | 194 | 5 | Not listed | (785) 969-2515 | adviserinfo.sec.gov | |
| Amerant Investments, Inc. | Coral Gables | $782.4 million | 1,296 | 35 | Not listed | (305) 460-8599 | amerantinvestments.marstone.com | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | $759.3 million | 84 | 8 | 3 | (786) 425-1717 | adviserinfo.sec.gov | |
| Bayshore Wealth Advisors | Coral Gables | $740.1 million | 419 | 4 | Not listed | (786) 888-9400 | bayshorewealth.com | adviserinfo.sec.gov |
| Aston Capital Management | Coral Gables | $711.8 million | 184 | 3 | 5 | (305) 722-5989 | astoncapital.net | adviserinfo.sec.gov |
| Maximai Investment Partners, LLC | Coral Gables | $695.8 million | 974 | 8 | Not listed | (786) 332-6050 | maximaipartners.com | adviserinfo.sec.gov |
| Alti Wealth Management (US International), Inc. | Coral Gables | $690.9 million | 37 | 10 | Not listed | (305) 373-8033 | alti-global.com | adviserinfo.sec.gov |
| Driftwood Advisors, LLC | Coral Gables | $568.8 million | 3 | 52 | 3 | (305) 500-9998 | driftwoodadvisors.us | adviserinfo.sec.gov |
| Inveris US LLC | Coral Gables | $568.4 million | 369 | 6 | Not listed | (305) 448-0014 | adviserinfo.sec.gov | |
| Ceeto Capital Group, LLC | Coral Gables | $531.4 million | 46 | 4 | Not listed | (786) 477-6445 | adviserinfo.sec.gov | |
| Meridiana | Coral Gables | $441.9 million | 152 | 5 | Not listed | (305) 448-0014 | meridiana-mfo.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 |
| Pinvest | Coral Gables | $377.5 million | 6 | 4 | Not listed | 786 244-7346 786 458-8491 | pinvestcapital.com | adviserinfo.sec.gov |
| Invenio Wealth Partners, LLC | Coral Gables | $364 million | 332 | 5 | Not listed | (971) 371-3450 | adviserinfo.sec.gov | |
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | 48 | 3 | Not listed | (786) 646-9140 | adviserinfo.sec.gov | |
| Meira Wealth | Coral Gables | $317.8 million | 782 | 6 | Not listed | (305) 670-4440 | meirawealth.com | adviserinfo.sec.gov |
| Azzendo Wealth Advisors | Coral Gables | $300.1 million | 642 | 7 | Not listed | (305) 648-9814 | adviserinfo.sec.gov | |
| Matters Capital LLC | Coral Gables | $296.8 million | 60 | 3 | 2 | (305) 528-3701 | matters.capital | adviserinfo.sec.gov |
| Innova Advisors | Coral Gables | $264.8 million | 54 | 4 | Not listed | (305) 646-1557 | innovadvisors.com | adviserinfo.sec.gov |
| Loyola Asset Management LLC | Coral Gables | $239.9 million | 63 | 5 | 1 | (305) 377-1941 | loyola-asset.com | adviserinfo.sec.gov |
| MBF Healthcare Management II, LLC | Coral Gables | $235 million | 2 | 11 | 2 | (305) 476-5161 | mbfhp.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 |
| Lynx Advisory Partners | Coral Gables | $221.4 million | 113 | 7 | Not listed | (305) 772-7137 | lynx-ap.com | adviserinfo.sec.gov |
| Mara River Capital Management, LP | Coral Gables | $217.7 million | 4 | 3 | 1 | (214) 478-8750 | mararivercapital.com | adviserinfo.sec.gov |
| Atlantic Family Wealth, LLC | Coral Gables | $210.1 million | 558 | 4 | Not listed | (305) 222-0977 | atlanticfamilywealth.com | adviserinfo.sec.gov |
| Sunstate Wealth Management LLC | Coral Gables | $209.8 million | 6 | 4 | Not listed | (305) 567-5524 | sunstatefl.com | adviserinfo.sec.gov |
| Shellman Investment Management, LLC | Coral Gables | $209.6 million | 178 | 4 | Not listed | (786) 655-6180 | shellmaninvest.com | adviserinfo.sec.gov |
| Bradesco Global Advisors | Coral Gables | $181.5 million | 1,196 | 21 | Not listed | (305) 523-6536 | bradescoinvest.us | adviserinfo.sec.gov |
| Altura Capital | Coral Gables | $159.5 million | 4 | 15 | 4 | (786) 501-8850 | adviserinfo.sec.gov | |
| Balanz | Coral Gables | $152.6 million | 66 | 11 | Not listed | (786) 292-7009 | balanz.us | adviserinfo.sec.gov |
| Accumulator Operations LLC | Coral Gables | $148.4 million | 12 | 29 | 9 | (305) 813-2420 | accumulator.co | adviserinfo.sec.gov |
| Entelevest, LLC | Coral Gables | $147 million | 280 | 3 | Not listed | (305) 390-4197 | adviserinfo.sec.gov | |
| Advantage Investing, Inc. | Coral Gables | $138.9 million | 674 | 2 | Not listed | (757) 547-8257 | adviserinfo.sec.gov | |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | $121.9 million | 428 | 17 | Not listed | (305) 372-0299 | ffsins.com | adviserinfo.sec.gov |
| Futura Asset Advisors LLC | Coral Gables | $114.8 million | 17 | 1 | Not listed | (305) 774-9906 | futuraadvisors.com | adviserinfo.sec.gov |
| Cantata Wealth Management, LLC | Coral Gables | $101.1 million | 115 | 4 | Not listed | (844) 226-8282 | cantatawealth.com | adviserinfo.sec.gov |
| Axxes Advisors I LLC | Coral Gables | $6.8 million | 1 | 10 | Not listed | (800) 684-1006 | axxescapital.com | adviserinfo.sec.gov |
| Invex Next, LLC | Coral Gables | $3 million | 76 | 8 | Not listed | (786) 425-1717 | join.nextbyinvex.us | adviserinfo.sec.gov |
| Axxes Advisors LLC | Coral Gables | $100,000 | 1 | 10 | Not listed | (800) 684-1006 | adviserinfo.sec.gov | |
| Bail Capital LLC | Coral Gables | Not listed | Not listed | Not listed | 32 | (518) 810-3484 | bail.capital | adviserinfo.sec.gov |
| Mare Liberum Capital Partners, LLC | Coral Gables | Not listed | Not listed | Not listed | 8 | (917) 834-4465 | mareliberum.com | adviserinfo.sec.gov |
| Halmos Capital Partners LLC | Coral Gables | Not listed | Not listed | Not listed | 3 | (212) 470-8049 | halmoscapital.com | adviserinfo.sec.gov |
| Lvna Management LLC | Coral Gables | Not listed | Not listed | Not listed | 2 | (503) 863-8029 | lvnacapital.com | adviserinfo.sec.gov |
| Affiliated Capital | Coral Gables | Not listed | Not listed | Not listed | 1 | (786) 431-9122 | adviserinfo.sec.gov | |
| Mas Alpha Securities | Coral Gables | Not listed | Not listed | Not listed | 1 | (305) 542-5398 | masalphasecurities.com | adviserinfo.sec.gov |
| Parrish Capital Partners | Coral Gables | Not listed | Not listed | Not listed | 1 | (786) 863-3884 | adviserinfo.sec.gov | |
| Calixto Global Partners LLC | Coral Gables | Not listed | Not listed | Not listed | Not listed | (305) 602-3400 | adviserinfo.sec.gov | |
| Gladiatori Capital LLC | Coral Gables | Not listed | Not listed | Not listed | Not listed | (917) 733-8490 | adviserinfo.sec.gov | |
| Seminario Asset Management LLC | Coral Gables | Not listed | 0 | 10 | Not listed | (786) 292-0512 | adviserinfo.sec.gov |
Advisers in Coral Gables that manage private funds
22 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Dimension Capital Management LLC | Coral Gables | FL | 94 | 9 | 85 | Not listed | Not listed | $1.20 billion | $7.29 billion | adviserinfo.sec.gov |
| Bail Capital LLC | Coral Gables | FL | 32 | Not listed | 26 | 6 | Not listed | $102.4 million | Not listed | adviserinfo.sec.gov |
| Bayview Asset Management, LLC | Coral Gables | FL | 23 | 22 | Not listed | Not listed | Not listed | $65.31 billion | $64.21 billion | adviserinfo.sec.gov |
| Trivest Investment Advisors, LLC | Coral Gables | FL | 19 | Not listed | 19 | Not listed | Not listed | $6.01 billion | $6.01 billion | adviserinfo.sec.gov |
| Finback Investment Partners | Coral Gables | FL | 11 | Not listed | 11 | Not listed | Not listed | $860.5 million | $1.20 billion | adviserinfo.sec.gov |
| Accumulator Operations LLC | Coral Gables | FL | 9 | Not listed | 9 | Not listed | Not listed | $139.1 million | $148.4 million | adviserinfo.sec.gov |
| Mare Liberum Capital Partners, LLC | Coral Gables | FL | 8 | Not listed | Not listed | 8 | Not listed | $246 million | Not listed | adviserinfo.sec.gov |
| Tallvine Partners Management LP | Coral Gables | FL | 7 | Not listed | 7 | Not listed | Not listed | $1.42 billion | $1.42 billion | adviserinfo.sec.gov |
| Aston Capital Management | Coral Gables | FL | 5 | 5 | Not listed | Not listed | Not listed | $363.6 million | $711.8 million | adviserinfo.sec.gov |
| Altura Capital | Coral Gables | FL | 4 | Not listed | 2 | Not listed | Not listed | $159.5 million | $159.5 million | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | FL | 3 | Not listed | Not listed | Not listed | Not listed | $175.9 million | $759.3 million | adviserinfo.sec.gov |
| Driftwood Advisors, LLC | Coral Gables | FL | 3 | Not listed | Not listed | Not listed | 3 | $568.8 million | $568.8 million | adviserinfo.sec.gov |
| Halmos Capital Partners LLC | Coral Gables | FL | 3 | Not listed | 3 | Not listed | Not listed | $7.1 million | Not listed | adviserinfo.sec.gov |
| Archpoint Investors | Coral Gables | FL | 2 | Not listed | Not listed | Not listed | Not listed | $38.1 million | $4.13 billion | adviserinfo.sec.gov |
| Matters Capital LLC | Coral Gables | FL | 2 | Not listed | Not listed | 2 | Not listed | $24.8 million | $296.8 million | adviserinfo.sec.gov |
| MBF Healthcare Management II, LLC | Coral Gables | FL | 2 | Not listed | 2 | Not listed | Not listed | $235 million | $235 million | adviserinfo.sec.gov |
| Lvna Management LLC | Coral Gables | FL | 2 | 1 | Not listed | 1 | Not listed | $89.1 million | Not listed | adviserinfo.sec.gov |
| Loyola Asset Management LLC | Coral Gables | FL | 1 | Not listed | Not listed | Not listed | Not listed | $20.9 million | $239.9 million | adviserinfo.sec.gov |
| Mara River Capital Management, LP | Coral Gables | FL | 1 | 1 | Not listed | Not listed | Not listed | $117 million | $217.7 million | adviserinfo.sec.gov |
| Affiliated Capital | Coral Gables | FL | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Mas Alpha Securities | Coral Gables | FL | 1 | 1 | Not listed | Not listed | Not listed | $29.9 million | Not listed | adviserinfo.sec.gov |
| Parrish Capital Partners | Coral Gables | FL | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Coral Gables
3 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Altura Capital | Coral Gables | FL | August 18, 2026 | $159.5 million | adviserinfo.sec.gov | |
| Cantata Wealth Management, LLC | Coral Gables | FL | August 6, 2026 | $101.1 million | cantatawealth.com | adviserinfo.sec.gov |
| Mara River Capital Management, LP | Coral Gables | FL | August 5, 2026 | $217.7 million | mararivercapital.com | 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.