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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Bayview Asset Management, LLCCoral Gables$64.21 billion5955623(305) 854-8880bayview.comadviserinfo.sec.gov
We Family OfficesCoral Gables$17.75 billion11265Not listed(305) 825-2225adviserinfo.sec.gov
Dimension Capital Management LLCCoral Gables$7.29 billion5705094(305) 371-2776dimensioncapital.comadviserinfo.sec.gov
Trivest Investment Advisors, LLCCoral Gables$6.01 billion1910019(305) 858-2200adviserinfo.sec.gov
Archpoint InvestorsCoral Gables$4.13 billion287112(786) 810-3660archpointinvestors.comadviserinfo.sec.gov
Evensky & Katz/Foldes Wealth ManagementCoral Gables$3.21 billion5,80144Not listed(305) 448-8882evensky.comadviserinfo.sec.gov
Mas Advisors LLCCoral Gables$2.56 billion29513Not listed(786) 364-3101masadvisorsllc.comadviserinfo.sec.gov
Tallvine Partners Management LPCoral Gables$1.42 billion7167(786) 475-3890tallvinepartners.comadviserinfo.sec.gov
Seaview Investment Managers LLCCoral Gables$1.37 billion1,59713Not listed(305) 330-2332adviserinfo.sec.gov
Finback Investment PartnersCoral Gables$1.20 billion91711(305) 416-2626finbackpartners.comadviserinfo.sec.gov
StorgeCoral Gables$866.6 million1945Not listed(785) 969-2515adviserinfo.sec.gov
Amerant Investments, Inc.Coral Gables$782.4 million1,29635Not listed(305) 460-8599amerantinvestments.marstone.comadviserinfo.sec.gov
Invex Advisors LLCCoral Gables$759.3 million8483(786) 425-1717adviserinfo.sec.gov
Bayshore Wealth AdvisorsCoral Gables$740.1 million4194Not listed(786) 888-9400bayshorewealth.comadviserinfo.sec.gov
Aston Capital ManagementCoral Gables$711.8 million18435(305) 722-5989astoncapital.netadviserinfo.sec.gov
Maximai Investment Partners, LLCCoral Gables$695.8 million9748Not listed(786) 332-6050maximaipartners.comadviserinfo.sec.gov
Alti Wealth Management (US International), Inc.Coral Gables$690.9 million3710Not listed(305) 373-8033alti-global.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
Ceeto Capital Group, LLCCoral Gables$531.4 million464Not listed(786) 477-6445adviserinfo.sec.gov
MeridianaCoral Gables$441.9 million1525Not listed(305) 448-0014meridiana-mfo.comadviserinfo.sec.gov
Kirtland Financial Management, Inc.Coral Gables$396.1 million6203Not listed(305) 648-0006kirtlandfinancial.comadviserinfo.sec.gov
PinvestCoral Gables$377.5 million64Not listed786 244-7346 786 458-8491pinvestcapital.comadviserinfo.sec.gov
Invenio Wealth Partners, LLCCoral Gables$364 million3325Not listed(971) 371-3450adviserinfo.sec.gov
Premia Global Advisors, LLCCoral Gables$340.8 million483Not listed(786) 646-9140adviserinfo.sec.gov
Meira WealthCoral Gables$317.8 million7826Not listed(305) 670-4440meirawealth.comadviserinfo.sec.gov
Azzendo Wealth AdvisorsCoral Gables$300.1 million6427Not listed(305) 648-9814adviserinfo.sec.gov
Matters Capital LLCCoral Gables$296.8 million6032(305) 528-3701matters.capitaladviserinfo.sec.gov
Innova AdvisorsCoral Gables$264.8 million544Not listed(305) 646-1557innovadvisors.comadviserinfo.sec.gov
Loyola Asset Management LLCCoral Gables$239.9 million6351(305) 377-1941loyola-asset.comadviserinfo.sec.gov
MBF Healthcare Management II, LLCCoral Gables$235 million2112(305) 476-5161mbfhp.comadviserinfo.sec.gov
Angelus Investment Consulting, Inc.Coral Gables$226 million672Not listed(305) 928-1551angelusinvestment.comadviserinfo.sec.gov
Dragus Capital, LLCCoral Gables$225.9 million1085Not listed(786) 477-5777draguscapital.comadviserinfo.sec.gov
Lynx Advisory PartnersCoral Gables$221.4 million1137Not listed(305) 772-7137lynx-ap.comadviserinfo.sec.gov
Mara River Capital Management, LPCoral Gables$217.7 million431(214) 478-8750mararivercapital.comadviserinfo.sec.gov
Atlantic Family Wealth, LLCCoral Gables$210.1 million5584Not listed(305) 222-0977atlanticfamilywealth.comadviserinfo.sec.gov
Sunstate Wealth Management LLCCoral Gables$209.8 million64Not listed(305) 567-5524sunstatefl.comadviserinfo.sec.gov
Shellman Investment Management, LLCCoral Gables$209.6 million1784Not listed(786) 655-6180shellmaninvest.comadviserinfo.sec.gov
Bradesco Global AdvisorsCoral Gables$181.5 million1,19621Not listed(305) 523-6536bradescoinvest.usadviserinfo.sec.gov
Altura CapitalCoral Gables$159.5 million4154(786) 501-8850adviserinfo.sec.gov
BalanzCoral Gables$152.6 million6611Not listed(786) 292-7009balanz.usadviserinfo.sec.gov
Accumulator Operations LLCCoral Gables$148.4 million12299(305) 813-2420accumulator.coadviserinfo.sec.gov
Entelevest, LLCCoral Gables$147 million2803Not listed(305) 390-4197adviserinfo.sec.gov
Advantage Investing, Inc.Coral Gables$138.9 million6742Not listed(757) 547-8257adviserinfo.sec.gov
Portfolio Resources Advisor Group, Inc.Coral Gables$121.9 million42817Not listed(305) 372-0299ffsins.comadviserinfo.sec.gov
Futura Asset Advisors LLCCoral Gables$114.8 million171Not listed(305) 774-9906futuraadvisors.comadviserinfo.sec.gov
Cantata Wealth Management, LLCCoral Gables$101.1 million1154Not listed(844) 226-8282cantatawealth.comadviserinfo.sec.gov
Axxes Advisors I LLCCoral Gables$6.8 million110Not listed(800) 684-1006axxescapital.comadviserinfo.sec.gov
Invex Next, LLCCoral Gables$3 million768Not listed(786) 425-1717join.nextbyinvex.usadviserinfo.sec.gov
Axxes Advisors LLCCoral Gables$100,000110Not listed(800) 684-1006adviserinfo.sec.gov
Bail Capital LLCCoral GablesNot listedNot listedNot listed32(518) 810-3484bail.capitaladviserinfo.sec.gov
Mare Liberum Capital Partners, LLCCoral GablesNot listedNot listedNot listed8(917) 834-4465mareliberum.comadviserinfo.sec.gov
Halmos Capital Partners LLCCoral GablesNot listedNot listedNot listed3(212) 470-8049halmoscapital.comadviserinfo.sec.gov
Lvna Management LLCCoral GablesNot listedNot listedNot listed2(503) 863-8029lvnacapital.comadviserinfo.sec.gov
Affiliated CapitalCoral GablesNot listedNot listedNot listed1(786) 431-9122adviserinfo.sec.gov
Mas Alpha SecuritiesCoral GablesNot listedNot listedNot listed1(305) 542-5398masalphasecurities.comadviserinfo.sec.gov
Parrish Capital PartnersCoral GablesNot listedNot listedNot listed1(786) 863-3884adviserinfo.sec.gov
Calixto Global Partners LLCCoral GablesNot listedNot listedNot listedNot listed(305) 602-3400adviserinfo.sec.gov
Gladiatori Capital LLCCoral GablesNot listedNot listedNot listedNot listed(917) 733-8490adviserinfo.sec.gov
Seminario Asset Management LLCCoral GablesNot listed010Not listed(786) 292-0512adviserinfo.sec.gov

Advisers in Coral Gables that manage private funds

22 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Dimension Capital Management LLCCoral GablesFL94985Not listedNot listed$1.20 billion$7.29 billionadviserinfo.sec.gov
Bail Capital LLCCoral GablesFL32Not listed266Not listed$102.4 millionNot listedadviserinfo.sec.gov
Bayview Asset Management, LLCCoral GablesFL2322Not listedNot listedNot listed$65.31 billion$64.21 billionadviserinfo.sec.gov
Trivest Investment Advisors, LLCCoral GablesFL19Not listed19Not listedNot listed$6.01 billion$6.01 billionadviserinfo.sec.gov
Finback Investment PartnersCoral GablesFL11Not listed11Not listedNot listed$860.5 million$1.20 billionadviserinfo.sec.gov
Accumulator Operations LLCCoral GablesFL9Not listed9Not listedNot listed$139.1 million$148.4 millionadviserinfo.sec.gov
Mare Liberum Capital Partners, LLCCoral GablesFL8Not listedNot listed8Not listed$246 millionNot listedadviserinfo.sec.gov
Tallvine Partners Management LPCoral GablesFL7Not listed7Not listedNot listed$1.42 billion$1.42 billionadviserinfo.sec.gov
Aston Capital ManagementCoral GablesFL55Not listedNot listedNot listed$363.6 million$711.8 millionadviserinfo.sec.gov
Altura CapitalCoral GablesFL4Not listed2Not listedNot listed$159.5 million$159.5 millionadviserinfo.sec.gov
Invex Advisors LLCCoral GablesFL3Not listedNot listedNot listedNot listed$175.9 million$759.3 millionadviserinfo.sec.gov
Driftwood Advisors, LLCCoral GablesFL3Not listedNot listedNot listed3$568.8 million$568.8 millionadviserinfo.sec.gov
Halmos Capital Partners LLCCoral GablesFL3Not listed3Not listedNot listed$7.1 millionNot listedadviserinfo.sec.gov
Archpoint InvestorsCoral GablesFL2Not listedNot listedNot listedNot listed$38.1 million$4.13 billionadviserinfo.sec.gov
Matters Capital LLCCoral GablesFL2Not listedNot listed2Not listed$24.8 million$296.8 millionadviserinfo.sec.gov
MBF Healthcare Management II, LLCCoral GablesFL2Not listed2Not listedNot listed$235 million$235 millionadviserinfo.sec.gov
Lvna Management LLCCoral GablesFL21Not listed1Not listed$89.1 millionNot listedadviserinfo.sec.gov
Loyola Asset Management LLCCoral GablesFL1Not listedNot listedNot listedNot listed$20.9 million$239.9 millionadviserinfo.sec.gov
Mara River Capital Management, LPCoral GablesFL11Not listedNot listedNot listed$117 million$217.7 millionadviserinfo.sec.gov
Affiliated CapitalCoral GablesFL1Not listedNot listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov
Mas Alpha SecuritiesCoral GablesFL11Not listedNot listedNot listed$29.9 millionNot listedadviserinfo.sec.gov
Parrish Capital PartnersCoral GablesFL1Not listedNot listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov

Newest SEC registrations in Coral Gables

3 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Altura CapitalCoral GablesFLAugust 18, 2026$159.5 millionadviserinfo.sec.gov
Cantata Wealth Management, LLCCoral GablesFLAugust 6, 2026$101.1 millioncantatawealth.comadviserinfo.sec.gov
Mara River Capital Management, LPCoral GablesFLAugust 5, 2026$217.7 millionmararivercapital.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.