Data / Investment advisers / Florida / Miami
Investment advisers in Miami, FL: 292 firms, $1.3 trillion in AUM
292 investment advisers have their main office in Miami, Florida: 230 SEC registered and 62 exempt reporting. The registered advisers report $1.3 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Citadel Advisors LLC with $571 billion.
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.
- 292Advisers
- 230SEC registered
- 62Exempt reporting
- $1.3 trillionTotal AUM
- 197Advisers over $100 million
- 173Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 200 of 292 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 |
|---|---|---|---|---|---|---|---|---|
| Citadel Advisors LLC | Miami | $570.62 billion | 37 | 3,284 | 37 | (786) 741-5389 | adviserinfo.sec.gov | |
| Corient | Miami | $165.25 billion | 113,752 | 1,537 | Not listed | (305) 735-2020 | adviserinfo.sec.gov | |
| Oc Investment Management LP | Miami | $75.93 billion | 4 | 15 | 1 | (305) 813-0610 | adviserinfo.sec.gov | |
| H.I.G. Capital, LLC | Miami | $72.33 billion | 194 | 1,039 | 151 | (305) 379-2322 | hig.com | adviserinfo.sec.gov |
| I Squared Capital Advisors (US) LLC | Miami | $60.09 billion | 76 | 331 | 123 | (786) 693-5700 | adviserinfo.sec.gov | |
| Cifc Asset Management LLC | Miami | $44.58 billion | 150 | 200 | 87 | (786) 652-3250 | adviserinfo.sec.gov | |
| Sanctuary Advisors, LLC | Miami | $34.88 billion | 62,617 | 770 | Not listed | (317) 975-7729 | adviserinfo.sec.gov | |
| Alpha Wave Global, LP | Miami | $26.66 billion | 24 | 113 | 16 | (305) 360-3020 | adviserinfo.sec.gov | |
| Arga Investment Management, LP | Miami | $24.57 billion | 74 | 49 | 6 | (645) 229-5501 | adviserinfo.sec.gov | |
| Rialto Capital Management, LLC | Miami | $21.73 billion | 66 | 82 | 22 | (305) 485-2077 | adviserinfo.sec.gov | |
| Universa Investments L.P. | Miami | $21.35 billion | 45 | 20 | 45 | (786) 483-3140 | universa.net | adviserinfo.sec.gov |
| 1823 Partners (US) LLC | Miami | $18.53 billion | 5 | 52 | Not listed | (202) 431-7882 | 1823.partners | adviserinfo.sec.gov |
| Loop Capital Asset Management | Miami | $10.81 billion | 90 | 23 | 3 | (305) 379-2100 | loopcapital.com | adviserinfo.sec.gov |
| Carlyle Aviation PDP Management LLC | Miami | $10.40 billion | 15 | 124 | 22 | (305) 579-2340 | carlyle.aero | adviserinfo.sec.gov |
| Flexpoint Ford, LLC | Miami | $7.89 billion | 22 | 65 | 22 | (786) 885-1850 | flexpointford.com | adviserinfo.sec.gov |
| Daemon Investment and Asset Management, LLC | Miami | $7.10 billion | 5 | 3 | 3 | (786) 577-3074 | daemoninvestments.com | adviserinfo.sec.gov |
| HQ Capital Private Equity LLC | Miami | $5.40 billion | 50 | 78 | 19 | (786) 944-0500 | adviserinfo.sec.gov | |
| Aliya Capital Partners LLC | Miami | $5.34 billion | 217 | 18 | 104 | (305) 831-4999 | adviserinfo.sec.gov | |
| Gentrust | Miami | $5.20 billion | 1,527 | 40 | Not listed | (305) 677-6688 | adviserinfo.sec.gov | |
| Insigneo Advisory Services, LLC | Miami | $5.16 billion | 5,107 | 223 | 1 | (305) 373-9000 | insigneo.com | adviserinfo.sec.gov |
| Corient IA LP | Miami | $5.11 billion | 187 | 100 | 111 | (305) 735-2020 | adviserinfo.sec.gov | |
| Kinetic Partners Management, LP | Miami | $4.73 billion | 10 | 15 | 6 | (305) 390-4400 | kineticpartners.com | adviserinfo.sec.gov |
| Valley Forge Capital Management | Miami | $4.45 billion | 4 | 9 | 3 | (305) 210-6000 | adviserinfo.sec.gov | |
| Redwheel | Miami | $4.38 billion | 10 | 22 | 2 | (305) 602-9501 | redwheel.com | adviserinfo.sec.gov |
| Finaccess Advisors LLC | Miami | $4.11 billion | 160 | 13 | Not listed | (305) 377-1112 | adviserinfo.sec.gov | |
| Valor Advisors LLC | Miami | $4.01 billion | 69 | 16 | Not listed | (305) 424-1432 | valorad.com | adviserinfo.sec.gov |
| Shaolin Capital Management LLC | Miami | $3.89 billion | 5 | 14 | 1 | (212) 433-4310 | shaolincapital.com | adviserinfo.sec.gov |
| Defiance Etfs, LLC | Miami | $3.86 billion | 4 | 7 | Not listed | (833) 333-9383 | adviserinfo.sec.gov | |
| Larch Capital Partners LLC | Miami | $3.00 billion | 613 | 17 | Not listed | (786) 677-4120 | larchcapitalpartners.com | adviserinfo.sec.gov |
| MMBG Investment Advisors Co. | Miami | $2.98 billion | 234 | 14 | Not listed | (305) 374-0704 | mmbginvestment.com | adviserinfo.sec.gov |
| Eir Partners Capital, LP | Miami | $2.72 billion | 14 | 16 | 14 | (305) 290-3001 | eirpartners.com | adviserinfo.sec.gov |
| Ingham Retirement Group | Miami | $2.62 billion | 1,056 | 10 | Not listed | (305) 671-2200 | ingham.com | adviserinfo.sec.gov |
| Azora Capital LP | Miami | $2.50 billion | 19 | 16 | 3 | (212) 651-2231 | azoracapital.com | adviserinfo.sec.gov |
| 3650 REIT Investment Management LLC | Miami | $2.43 billion | 13 | 16 | 16 | (305) 901-1010 | 3650reitinvestmentmanagement.com | adviserinfo.sec.gov |
| Forest Avenue Capital Management LP | Miami | $2.41 billion | 4 | 11 | 1 | (305) 847-9750 | adviserinfo.sec.gov | |
| Efg Private Wealth Management (Americas) Corp. | Miami | $2.30 billion | 696 | 56 | Not listed | (305) 482-8000 | efginternational.com | adviserinfo.sec.gov |
| Point Break Capital Management LLC | Miami | $2.04 billion | 1 | 11 | 1 | (786) 226-8211 | pointbreakcm.com | adviserinfo.sec.gov |
| Althum Advisors LLC | Miami | $2.03 billion | 84 | 11 | Not listed | (305) 456-7645 | althumadvisors.com | adviserinfo.sec.gov |
| Bulltick Wealth Management, LLC | Miami | $1.95 billion | 479 | 62 | 1 | (305) 533-1541 | bulltick.com | adviserinfo.sec.gov |
| Lorient Capital Management, LLC | Miami | $1.94 billion | 17 | 29 | 13 | (248) 247-3900 | adviserinfo.sec.gov | |
| Mora Capital Management, LLC | Miami | $1.90 billion | 684 | 49 | 1 | (305) 459-5400 | moracm.com | adviserinfo.sec.gov |
| Fora Capital, LLC | Miami | $1.67 billion | 4 | 8 | 1 | (786) 558-3902 | foracapital.com | adviserinfo.sec.gov |
| Forgelight LLC | Miami | $1.63 billion | 6 | 5 | 6 | (305) 847-9770 | forgelight.com | adviserinfo.sec.gov |
| Sierra Capital LLC | Miami | $1.61 billion | 435 | 8 | 2 | (212) 867-3533 | sierracap.com | adviserinfo.sec.gov |
| Leste Capital Partners (Florida), LLC | Miami | $1.61 billion | 57 | 19 | 25 | (305) 929-9200 | adviserinfo.sec.gov | |
| Locust Point Capital | Miami | $1.58 billion | 4 | 43 | 4 | (732) 945-7474 | locustpointcapital.com | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | 369 | 26 | Not listed | (305) 455-0975 | credicorpcapital.com | adviserinfo.sec.gov |
| Eightfold Real Estate Capital, L.P. | Miami | $1.43 billion | 13 | 19 | 11 | (305) 503-4050 | eightfoldcapital.com | adviserinfo.sec.gov |
| Elion Partners, LLC | Miami | $1.41 billion | 28 | 27 | 21 | (305) 933-3538 | elionpartners.com | adviserinfo.sec.gov |
| Arrington Capital Investment Management, LLC | Miami | $1.41 billion | 6 | 10 | 3 | (786) 548-1886 | arringtoncapital.com | adviserinfo.sec.gov |
| Founders Family Office | Miami | $1.40 billion | 289 | 17 | Not listed | (305) 650-2997 | adviserinfo.sec.gov | |
| BBVA Global Wealth Advisors, Inc. | Miami | $1.36 billion | 792 | 84 | Not listed | (305) 205-7752 | bbvaglobalwealthadvisors.com | adviserinfo.sec.gov |
| Allie Family Office LLC | Miami | $1.32 billion | 51 | 11 | Not listed | (786) 635-7162 | adviserinfo.sec.gov | |
| Northampton Capital Partners | Miami | $1.31 billion | 7 | 12 | 6 | (914) 309-1746 | adviserinfo.sec.gov | |
| Bigsur Partners, LLC | Miami | $1.28 billion | 226 | 16 | 1 | (305) 740-6777 | adviserinfo.sec.gov | |
| Canal Road Capital, LLC | Miami | $1.26 billion | 3 | 16 | 1 | (305) 488-6000 | canalroadgroup.com | adviserinfo.sec.gov |
| Element Pointe Family Office | Miami | $1.22 billion | 412 | 11 | 1 | (786) 655-9790 | elementpointe.com | adviserinfo.sec.gov |
| Maceratio LLC | Miami | $1.19 billion | 278 | 7 | Not listed | (305) 398-9010 | maceratio.com | adviserinfo.sec.gov |
| Boyne Capital | Miami | $1.16 billion | 8 | 33 | 8 | (305) 856-9500 | adviserinfo.sec.gov | |
| Carlyle Aviation Securities Partners LLC | Miami | $1.14 billion | 2 | 4 | 1 | (305) 504-8777 | adviserinfo.sec.gov | |
| Power Sustainable Manager US, Inc. | Miami | $1.07 billion | 6 | 31 | 2 | (514) 286-8989 | powersustainable.com | adviserinfo.sec.gov |
| Panoramika Advisors Inc. | Miami | $1.05 billion | 183 | 2 | Not listed | (305) 913-7569 | adviserinfo.sec.gov | |
| Cifc Investment Management LLC | Miami | $1.04 billion | 2 | 200 | Not listed | (786) 652-3250 | adviserinfo.sec.gov | |
| LS BDC Adviser, LLC | Miami | $1.04 billion | 2 | 35 | Not listed | (786) 598-2089 | adviserinfo.sec.gov | |
| Sollinda Capital Management LLC | Miami | $1.02 billion | 1,729 | 20 | 1 | (844) 662-1211 | adviserinfo.sec.gov | |
| GFG Capital | Miami | $1.01 billion | 707 | 16 | Not listed | (305) 810-6500 | adviserinfo.sec.gov | |
| Azimut Investment Advisors LLC | Miami | $1.00 billion | 485 | 10 | Not listed | (786) 866-3700 | adviserinfo.sec.gov | |
| Daybright Advisory Services, Inc. | Miami | $997.4 million | 696 | 10 | Not listed | (305) 671-2200 | ingham.com | adviserinfo.sec.gov |
| Khrom Capital Management | Miami | $980.6 million | 2 | 6 | 1 | (646) 436-6643 | khromcapital.com | adviserinfo.sec.gov |
| Trinity Fund Advisors LLC | Miami | $930 million | 9 | 32 | 5 | (305) 800-1115 | adviserinfo.sec.gov | |
| Strenta Investment Management Services, LLC | Miami | $916.1 million | 1 | 18 | 1 | (954) 217-4896 | adviserinfo.sec.gov | |
| Tiempo Capital Partners | Miami | $911 million | 68 | 7 | Not listed | (786) 885-2120 | tiempocapital.com | adviserinfo.sec.gov |
| Bridgeinvest LLC | Miami | $858.6 million | 7 | 33 | 2 | (305) 749-9887 | bridgeinvest.com | adviserinfo.sec.gov |
| Concise Capital Management, L.P. | Miami | $838.6 million | 8 | 12 | 1 | (305) 371-4578 | adviserinfo.sec.gov | |
| Palatine Fund Advisors, LLC | Miami | $821.4 million | 4 | 21 | 4 | (305) 417-6254 | adviserinfo.sec.gov | |
| Andbanc Advisory LLC | Miami | $806.5 million | 472 | 13 | Not listed | (305) 702-0601 | adviserinfo.sec.gov | |
| XP Advisory US, Inc. | Miami | $792.3 million | 258 | 34 | Not listed | (786) 725-5983 | adviserinfo.sec.gov | |
| Artia Global Partners LP | Miami | $778.9 million | 3 | 5 | 1 | (305) 710-1384 | adviserinfo.sec.gov | |
| Paradigm Investment Management | Miami | $725.2 million | 9 | 3 | Not listed | (786) 871-3411 | paradigmpcm.com | adviserinfo.sec.gov |
| Saaga | Miami | $717.5 million | 565 | 6 | Not listed | (786) 940-3505 | saagawealth.com | adviserinfo.sec.gov |
| Lafise Global Advisors LLC | Miami | $699 million | 10 | 3 | Not listed | (305) 374-6001 | adviserinfo.sec.gov | |
| Icv Partners, LLC | Miami | $694.1 million | 4 | 13 | 4 | (212) 455-9600 | icvpartners.com | adviserinfo.sec.gov |
| Brainvest Wealth Management LLC | Miami | $690.9 million | 175 | 8 | 1 | (305) 224-8834 | brainvest.com | adviserinfo.sec.gov |
| Powell Investment Advisors, LLC | Miami | $648 million | 354 | 2 | 1 | (786) 470-3480 | powellinvestmentadvisors.com | adviserinfo.sec.gov |
| Proaltus USA | Miami | $645.7 million | 94 | 14 | 12 | (857) 334-1921 | proaltus.us | adviserinfo.sec.gov |
| Vizcaya Capital, LLC | Miami | $631.4 million | 346 | 9 | 1 | (305) 602-5725 | vizcayacapital.com | adviserinfo.sec.gov |
| Centrica Wealth Management | Miami | $627.4 million | 45 | 3 | Not listed | (305) 686-7910 | centricafg.com | adviserinfo.sec.gov |
| H.I.G. Whitehorse Advisers, LLC | Miami | $615.1 million | 1 | 82 | Not listed | (305) 379-2322 | whitehorse.com | adviserinfo.sec.gov |
| Gda Luma Capital Management, LP | Miami | $592.4 million | 3 | 14 | 1 | (917) 312-6701 | gdaluma.com | adviserinfo.sec.gov |
| Florida Atlantic Securities Corp. | Miami | $590 million | 74 | 4 | 1 | (305) 670-9250 | floridaatlantic.net | adviserinfo.sec.gov |
| Tyro Capital Management, LLC | Miami | $570.9 million | 2 | 6 | 2 | (330) 307-6147 | adviserinfo.sec.gov | |
| Inca Investments, LLC | Miami | $569.6 million | 3 | 9 | 1 | (305) 722-4300 | incainvestments.com | adviserinfo.sec.gov |
| White Wolf Capital Advisors, LLC | Miami | $566.8 million | 36 | 19 | 34 | (305) 605-8888 | adviserinfo.sec.gov | |
| Downtown Wealth Studios, LLC | Miami | $563.5 million | 135 | 5 | Not listed | (888) 240-2737 | adviserinfo.sec.gov | |
| Dara Capital US, Inc. | Miami | $563.1 million | 58 | 3 | Not listed | (646) 779-9760 | adviserinfo.sec.gov | |
| Securitize Capital LLC | Miami | $530.2 million | 7 | 2 | 7 | (415) 745-3030 | securitize.io | adviserinfo.sec.gov |
| Compass Group Investments Solutions LLC | Miami | $526.8 million | 148 | 17 | Not listed | (305) 358-7052 | cgcompass.com | adviserinfo.sec.gov |
| Kaufman Rossin Wealth, LLC | Miami | $506.7 million | 520 | 11 | Not listed | (305) 646-6071 | kaufmanrossinwealth.com | adviserinfo.sec.gov |
| Creand Management | Miami | $506.6 million | 134 | 16 | Not listed | (305) 358-8844 | creand.us | adviserinfo.sec.gov |
| LRZ Capital LLC | Miami | $500.8 million | 4 | 5 | 3 | (305) 615-0215 | lrzcapital.com | adviserinfo.sec.gov |
| Klosters Capital | Miami | $495.6 million | 81 | 7 | Not listed | (305) 907-3421 | adviserinfo.sec.gov | |
| Global Kandor Advisors, LLC | Miami | $483.3 million | 255 | 13 | Not listed | (786) 558-0391 | globalkandor.com | adviserinfo.sec.gov |
| Xendia Wealth LLC | Miami | $475.3 million | 4,810 | 5 | Not listed | (305) 415-0060 | monexinvestor.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 |
| Octogone NA | Miami | $469.7 million | 97 | 6 | 6 | (305) 677-9559 | octogone.ch | adviserinfo.sec.gov |
| Ikalon Advisors LLC | Miami | $442.1 million | 2 | 2 | Not listed | (786) 702-0078 | adviserinfo.sec.gov | |
| Gables Capital Management, Inc. | Miami | $438.8 million | 359 | 8 | 1 | (305) 374-9121 | gablescapital.com | adviserinfo.sec.gov |
| Hollander Asset Management LLC | Miami | $419.7 million | 52 | 2 | 2 | (305) 579-9255 | adviserinfo.sec.gov | |
| Guerra Wealth Advisors | Miami | $406.2 million | 3,007 | 12 | Not listed | (305) 448-1011 | guerrawealth.com | adviserinfo.sec.gov |
| Bci Securities, Inc. | Miami | $402.2 million | 448 | 74 | Not listed | (305) 929-5500 | bcisecurities.com | adviserinfo.sec.gov |
| Ratan Capital Management, LP | Miami | $401.9 million | 4 | 2 | 2 | (917) 697-3008 | adviserinfo.sec.gov | |
| Galapagos Advisory LLC | Miami | $395.7 million | 210 | 8 | Not listed | (305) 515-5878 | galapagoscapital.us | adviserinfo.sec.gov |
| Vision One Management Partners, LP | Miami | $393.8 million | 7 | 7 | 2 | (786) 826-9138 | adviserinfo.sec.gov | |
| Miura Investment Advisors, Inc | Miami | $391.8 million | 191 | 6 | Not listed | (305) 379-3602 | adviserinfo.sec.gov | |
| In on Capital | Miami | $389.4 million | 40 | 16 | Not listed | (305) 721-2811 | inoncapitaladvisors.com | adviserinfo.sec.gov |
| Scala Capital LLC | Miami | $380.5 million | 390 | 12 | 13 | (305) 539-3850 | scala-capital.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 |
| Aragon Global Management, LP | Miami | $369 million | 2 | 3 | 1 | (312) 763-8501 | adviserinfo.sec.gov | |
| RTC Partners | Miami | $362.4 million | 4 | 3 | 4 | (305) 527-9320 | adviserinfo.sec.gov | |
| Acp Capital Management, LLC | Miami | $360.3 million | 125 | 17 | 7 | (305) 670-4180 | acp-group.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 |
| Isq Openinfra Registered Advisor LLC | Miami | $348.1 million | 4 | 331 | 3 | (786) 693-5781 | adviserinfo.sec.gov | |
| Brightline Capital Management, LLC | Miami | $346.4 million | 2 | 8 | 2 | (305) 423-0834 | brightlinecapital.com | adviserinfo.sec.gov |
| Black Toro LLC | Miami | $345.1 million | 65 | 15 | 1 | (786) 753-7009 | blacktoro.us | adviserinfo.sec.gov |
| RM Private Wealth Management | Miami | $340.9 million | 185 | 1 | Not listed | (571) 332-7618 | rmpwealth.com | adviserinfo.sec.gov |
| Melodeon Capital Partners, LP | Miami | $340.6 million | 5 | 2 | 5 | (860) 799-7119 | melodeoncapital.com | adviserinfo.sec.gov |
| Flexis Capital | Miami | $339.1 million | 5 | 3 | 5 | (212) 378-4000 | flexiscapital.com | adviserinfo.sec.gov |
| Eschaton Opportunities Fund Management LP | Miami | $333.9 million | 3 | 5 | 2 | (305) 925-0420 | eschatonfunds.com | adviserinfo.sec.gov |
| Glide Capital | Miami | $328.5 million | 2 | 7 | 2 | (305) 783-3316 | glideplatform.com | adviserinfo.sec.gov |
| Greenwood Family Advisors LLC | Miami | $327.1 million | 120 | 3 | Not listed | (305) 648-6405 | adviserinfo.sec.gov | |
| Jaguar Growth Asset Management, LLC | Miami | $313.1 million | 4 | 7 | 4 | (646) 663-4950 | jaguargrowth.com | adviserinfo.sec.gov |
| Doma Perpetual Capital Management LLC | Miami | $307.6 million | 3 | 3 | 1 | (305) 549-5081 | domaperpetual.com | adviserinfo.sec.gov |
| Campbell Capital Management Inc | Miami | $303.3 million | 265 | 3 | Not listed | (305) 670-3140 | camcap.com | adviserinfo.sec.gov |
| Lifeinvest Wealth Management, LTD | Miami | $300.5 million | 343 | 11 | Not listed | (786) 523-0500 | adviserinfo.sec.gov | |
| Colbert Investment Management Co | Miami | $295.8 million | 144 | 3 | Not listed | (305) 400-9982 | 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 |
| Bau Advisors | Miami | $286.5 million | 11 | 4 | Not listed | (305) 425-1494 | bauadvisors.com | adviserinfo.sec.gov |
| Fdi Wealth Management, LLC | Miami | $283.8 million | 353 | 5 | Not listed | (561) 875-7673 | adviserinfo.sec.gov | |
| Midtown Investment Advisors LLC | Miami | $278 million | 11 | 4 | 11 | (305) 961-1115 | midtownia.com | adviserinfo.sec.gov |
| Financial Designs Wealth Management | Miami | $261.2 million | 181 | 6 | Not listed | (786) 388-0070 | financialdesignswealth.com | adviserinfo.sec.gov |
| Abf Investment Management, LLC | Miami | $253.2 million | 3 | 10 | 1 | (786) 564-2029 | gr-am.com | adviserinfo.sec.gov |
| Mori Huston Partners | Miami | $241.6 million | 72 | 2 | 1 | (305) 856-9304 | morihuston.com | adviserinfo.sec.gov |
| True Wealth Advisory Group | Miami | $240.1 million | 260 | 4 | Not listed | (786) 358-0050 | adviserinfo.sec.gov | |
| Creo Capital Partners Management LLC | Miami | $235.5 million | 2 | 6 | 2 | (305) 998-0078 | adviserinfo.sec.gov | |
| L&S Investment Advisors, LLC | Miami | $231.4 million | 399 | 8 | Not listed | (786) 241-7000 | ls.finance | adviserinfo.sec.gov |
| Unimar | Miami | $230.8 million | 43 | 3 | 6 | (305) 797-9124 | unimarfinancial.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 | |
| Pare Partners II LLC | Miami | $210 million | 13 | 20 | 7 | (786) 866-8010 | adviserinfo.sec.gov | |
| Advisory Investor Services LLC | Miami | $209.9 million | 231 | 12 | Not listed | (786) 462-6044 | advisoryinvestorservices.com | adviserinfo.sec.gov |
| Ucap Americas | Miami | $208.2 million | 184 | 14 | Not listed | (646) 809-3600 | adviserinfo.sec.gov | |
| 021 Investments LLC | Miami | $205 million | 4 | 5 | 3 | (212) 202-1730 | adviserinfo.sec.gov | |
| Guardant Wealth Advisors | Miami | $204.4 million | 160 | 4 | Not listed | (305) 845-7511 | guardantwealthadvisors.com | adviserinfo.sec.gov |
| Alianza Corp. Investment Advisor | Miami | $204.1 million | 1,207 | 5 | Not listed | (954) 330-1741 | adviserinfo.sec.gov | |
| Simetria Advisory Group LLC | Miami | $201.6 million | 417 | 14 | Not listed | (305) 860-0770 | adviserinfo.sec.gov | |
| Level One Fund | Miami | $201.5 million | 2 | 5 | 2 | (786) 796-7095 | adviserinfo.sec.gov | |
| Saul Wealth Advisors, LLC | Miami | $201.5 million | 349 | 4 | Not listed | (212) 457-1990 | saulwealthadvisors.com | adviserinfo.sec.gov |
| Balance Capital Partners L.P. | Miami | $195.7 million | 2 | 3 | 2 | (646) 970-4008 | adviserinfo.sec.gov | |
| Numa | Miami | $192.7 million | 195 | 10 | Not listed | (786) 315-4824 | numa.ws | adviserinfo.sec.gov |
| Calumet Capital Partners LLC | Miami | $191 million | 3 | 3 | Not listed | (312) 543-2102 | adviserinfo.sec.gov | |
| Amicorp Wealth Services | Miami | $188.5 million | 13 | 3 | Not listed | (786) 842-1075 | amicorp.com | adviserinfo.sec.gov |
| Picea Capital LLC | Miami | $186.8 million | 15 | 3 | Not listed | (786) 871-3300 | adviserinfo.sec.gov | |
| Chronos Capital Advisors LLC | Miami | $181.1 million | 6 | 2 | Not listed | (786) 703-4996 | chronosfo.com | adviserinfo.sec.gov |
| Allaria Asset Management, LLC | Miami | $179.6 million | 19 | 6 | Not listed | (786) 686-5400 | allariasecurities.com | adviserinfo.sec.gov |
| The Atlas Financial Group | Miami | $174.9 million | 71 | 4 | Not listed | (786) 233-6233 | theatlasfinancialgroup.com | adviserinfo.sec.gov |
| Corrales & Co. | Miami | $174.2 million | 738 | 10 | Not listed | (239) 421-5359 | adviserinfo.sec.gov | |
| Vizcaya Capital Partners LLC | Miami | $172.5 million | 27 | 3 | 27 | (305) 602-5725 | adviserinfo.sec.gov | |
| Blanche Park Capital | Miami | $167.3 million | 3 | 3 | Not listed | (720) 565-2700 | bparkcap.com | adviserinfo.sec.gov |
| Participant Capital | Miami | $166.1 million | 6 | 9 | 2 | (800) 581-7227 | adviserinfo.sec.gov | |
| Bice Wealth Management LLC | Miami | $164.5 million | 65 | 3 | Not listed | (786) 266-4597 | adviserinfo.sec.gov | |
| Accial Capital Management LLC | Miami | $164.3 million | 4 | 21 | 1 | (508) 983-1498 | accialcapital.com | adviserinfo.sec.gov |
| TLS Advisors LLC | Miami | $164 million | 2 | 10 | 2 | (844) 528-8430 | adviserinfo.sec.gov | |
| Barnett Capital Advisors LLC | Miami | $161.1 million | 464 | 3 | 1 | (305) 328-8538 | barnettcapitaladvisors.com | adviserinfo.sec.gov |
| Inversiones Sura | Miami | $160.2 million | 442 | 1 | Not listed | (305) 448-0014 | inversionessura.com | adviserinfo.sec.gov |
| Green Capital Private Wealth | Miami | $150 million | 1 | 3 | Not listed | (800) 615-0794 | gcprivatewealth.com | adviserinfo.sec.gov |
| Ki Capital Wealth Management US LLC | Miami | $145.9 million | 101 | 5 | Not listed | (520) 710-0826 | adviserinfo.sec.gov | |
| BGV Financial Advisors | Miami | $143.8 million | 103 | 2 | Not listed | (305) 615-2101 | adviserinfo.sec.gov | |
| LMPG Wealth Advisors, LLC | Miami | $131.7 million | 135 | 3 | Not listed | (610) 202-9897 | adviserinfo.sec.gov | |
| Obion Capital Management LP | Miami | $129 million | 4 | 4 | 1 | (305) 317-5100 | obioncapital.com | adviserinfo.sec.gov |
| Mariva Global Asset Management, LLC | Miami | $129 million | 153 | 5 | Not listed | (305) 712-6999 | marivacm.com | adviserinfo.sec.gov |
| Leste USA, LLC | Miami | $126.3 million | 2 | 12 | Not listed | (305) 929-9200 | adviserinfo.sec.gov | |
| Fortis Private Wealth Advisors, LLC | Miami | $124.4 million | 15 | 3 | Not listed | (305) 416-9093 | adviserinfo.sec.gov | |
| Coral Wealth Management, LLC | Miami | $124.3 million | 520 | 2 | Not listed | (305) 671-3914 | coralwm.com | adviserinfo.sec.gov |
| Arbalpha | Miami | $121.6 million | 4 | 2 | Not listed | (786) 374-2620 | adviserinfo.sec.gov | |
| Davivienda Advisors | Miami | $120.2 million | 361 | 8 | Not listed | (786) 238-7925 | daviviendaadvisors.com | adviserinfo.sec.gov |
| Pinetree Advisors Corp. | Miami | $120 million | 57 | 2 | 1 | (305) 510-8772 | pinetreeadvisors.us | adviserinfo.sec.gov |
| Sulzberger Capital Advisors, Inc. | Miami | $117.1 million | 260 | 2 | Not listed | (305) 573-4900 | genesulzberger.myhomehq.biz | adviserinfo.sec.gov |
| Uyana Partners LLC | Miami | $115 million | 133 | 8 | Not listed | (786) 238-4314 | adviserinfo.sec.gov | |
| Veltria Advisors Corp. | Miami | $113.2 million | 17 | 6 | Not listed | (305) 318-7172 | adviserinfo.sec.gov | |
| Goi | Miami | $111.3 million | 140 | 3 | Not listed | (888) 464-4742 | adviserinfo.sec.gov | |
| Stonex International Advisors Inc | Miami | $106.7 million | 77 | 15 | Not listed | (305) 377-8008 | intercam.us | adviserinfo.sec.gov |
| Clout Capital | Miami | $105 million | 3 | 3 | Not listed | (561) 931-8430 | cloutcapital.com | adviserinfo.sec.gov |
| WLT Partners | Miami | $104.3 million | 48 | 3 | Not listed | (305) 200-8877 | wltpartnersria.com | adviserinfo.sec.gov |
| Eurocapital Advisors, Inc | Miami | $103.6 million | 9 | 2 | Not listed | (786) 621-5858 | eurocapital-advisors.com | adviserinfo.sec.gov |
| Lion Capital Advisors LLC | Miami | $94.8 million | 31 | 3 | Not listed | (305) 849-5222 | adviserinfo.sec.gov | |
| Arias Resource Capital Management LP | Miami | $90.8 million | 2 | 8 | 2 | (305) 913-5402 | arc-fund.com | adviserinfo.sec.gov |
| Zest | Miami | $90.6 million | 8 | 3 | Not listed | (305) 394-6486 | adviserinfo.sec.gov |
Advisers in Miami that manage private funds
173 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Republic Deal Room | Miami | FL | 152 | Not listed | Not listed | 152 | Not listed | $139.8 million | Not listed | adviserinfo.sec.gov |
| H.I.G. Capital, LLC | Miami | FL | 151 | Not listed | 119 | 2 | 30 | $70.65 billion | $72.33 billion | adviserinfo.sec.gov |
| I Squared Capital Advisors (US) LLC | Miami | FL | 123 | Not listed | 123 | Not listed | Not listed | $66.43 billion | $60.09 billion | adviserinfo.sec.gov |
| Corient IA LP | Miami | FL | 111 | 18 | 44 | 8 | 13 | $5.70 billion | $5.11 billion | adviserinfo.sec.gov |
| Aliya Capital Partners LLC | Miami | FL | 104 | 104 | Not listed | Not listed | Not listed | $5.18 billion | $5.34 billion | adviserinfo.sec.gov |
| Cifc Asset Management LLC | Miami | FL | 87 | 5 | 4 | Not listed | Not listed | $36.17 billion | $44.58 billion | adviserinfo.sec.gov |
| Universa Investments L.P. | Miami | FL | 45 | 45 | Not listed | Not listed | Not listed | $21.35 billion | $21.35 billion | adviserinfo.sec.gov |
| Fuel Venture Capital Partners LLC | Miami | FL | 40 | Not listed | Not listed | 40 | Not listed | $521.1 million | Not listed | adviserinfo.sec.gov |
| Citadel Advisors LLC | Miami | FL | 37 | 37 | Not listed | Not listed | Not listed | $1.09 trillion | $570.62 billion | adviserinfo.sec.gov |
| White Wolf Capital Advisors, LLC | Miami | FL | 34 | Not listed | 27 | Not listed | Not listed | $560 million | $566.8 million | adviserinfo.sec.gov |
| Vizcaya Capital Partners LLC | Miami | FL | 27 | Not listed | Not listed | Not listed | Not listed | $172.1 million | $172.5 million | adviserinfo.sec.gov |
| Leste Capital Partners (Florida), LLC | Miami | FL | 25 | 3 | 1 | Not listed | 21 | $252.9 million | $1.61 billion | adviserinfo.sec.gov |
| Rialto Capital Management, LLC | Miami | FL | 22 | 1 | Not listed | Not listed | 21 | $7.58 billion | $21.73 billion | adviserinfo.sec.gov |
| Carlyle Aviation PDP Management LLC | Miami | FL | 22 | Not listed | 22 | Not listed | Not listed | $10.40 billion | $10.40 billion | adviserinfo.sec.gov |
| Flexpoint Ford, LLC | Miami | FL | 22 | Not listed | 22 | Not listed | Not listed | $8.68 billion | $7.89 billion | adviserinfo.sec.gov |
| Elion Partners, LLC | Miami | FL | 21 | Not listed | Not listed | Not listed | 21 | $1.24 billion | $1.41 billion | adviserinfo.sec.gov |
| Boldstart Ventures Management LLC | Miami | FL | 21 | Not listed | Not listed | 21 | Not listed | $1.74 billion | Not listed | adviserinfo.sec.gov |
| HQ Capital Private Equity LLC | Miami | FL | 19 | Not listed | 19 | Not listed | Not listed | $467.2 million | $5.40 billion | adviserinfo.sec.gov |
| Osa Capital LLC | Miami | FL | 18 | Not listed | 9 | 9 | Not listed | $97.5 million | Not listed | adviserinfo.sec.gov |
| Alpha Wave Global, LP | Miami | FL | 16 | 4 | 12 | Not listed | Not listed | $24.13 billion | $26.66 billion | adviserinfo.sec.gov |
| 3650 REIT Investment Management LLC | Miami | FL | 16 | Not listed | Not listed | Not listed | 16 | $4.52 billion | $2.43 billion | adviserinfo.sec.gov |
| Sand Hill Road Technologies Fund Management LLC | Miami | FL | 16 | Not listed | 16 | Not listed | Not listed | $58.9 million | Not listed | adviserinfo.sec.gov |
| Valhalla Ventures Management Company LLC | Miami | FL | 15 | Not listed | Not listed | 15 | Not listed | $209.8 million | Not listed | adviserinfo.sec.gov |
| Eir Partners Capital, LP | Miami | FL | 14 | Not listed | 14 | Not listed | Not listed | $2.72 billion | $2.72 billion | adviserinfo.sec.gov |
| Lorient Capital Management, LLC | Miami | FL | 13 | Not listed | 13 | Not listed | Not listed | $1.52 billion | $1.94 billion | adviserinfo.sec.gov |
| Scala Capital LLC | Miami | FL | 13 | Not listed | Not listed | 2 | 1 | $65.9 million | $380.5 million | adviserinfo.sec.gov |
| Proaltus USA | Miami | FL | 12 | 6 | 2 | 3 | 1 | $238.1 million | $645.7 million | adviserinfo.sec.gov |
| Plural Capital | Miami | FL | 12 | Not listed | 12 | Not listed | Not listed | $205.2 million | Not listed | adviserinfo.sec.gov |
| Eightfold Real Estate Capital, L.P. | Miami | FL | 11 | 5 | Not listed | Not listed | 6 | $1.43 billion | $1.43 billion | adviserinfo.sec.gov |
| Midtown Investment Advisors LLC | Miami | FL | 11 | Not listed | Not listed | Not listed | 11 | $278 million | $278 million | adviserinfo.sec.gov |
Newest SEC registrations in Miami
17 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Cradle Capital Corp | Miami | FL | October 30, 2026 | Not listed | cradle.capital | adviserinfo.sec.gov |
| Nostradamus Solutions LLC | Miami | FL | October 23, 2026 | Not listed | nostradamus.solutions | adviserinfo.sec.gov |
| Coolabah Capital Investments (USA) Inc | Miami | FL | October 23, 2026 | $64.7 million | coolabahcapital.com | adviserinfo.sec.gov |
| Miura Investment Advisors, Inc | Miami | FL | October 20, 2026 | $391.8 million | adviserinfo.sec.gov | |
| C2c Private Wealth, LLC | Miami | FL | October 19, 2026 | Not listed | adviserinfo.sec.gov | |
| Saul Funds Management LLC | Miami | FL | October 14, 2026 | $2.5 million | adviserinfo.sec.gov | |
| Accial Capital Management LLC | Miami | FL | October 13, 2026 | $164.3 million | accialcapital.com | adviserinfo.sec.gov |
| Nextreg Advisors LLC | Miami | FL | October 1, 2026 | Not listed | nextreg.ai | adviserinfo.sec.gov |
| Fortuna Private Wealth Management Corp. | Miami | FL | September 22, 2026 | Not listed | fortunapwm.com | adviserinfo.sec.gov |
| Boardwalk Investment Group LP | Miami | FL | September 11, 2026 | Not listed | boardwalkig.com | adviserinfo.sec.gov |
| Aligned Wealth Advisors, LLC | Miami | FL | September 9, 2026 | Not listed | alignedwealth.com | adviserinfo.sec.gov |
| Mifel Wealth | Miami | FL | August 10, 2026 | Not listed | adviserinfo.sec.gov | |
| Ethos Investment Advisory Group LLC | Miami | FL | August 6, 2026 | Not listed | adviserinfo.sec.gov | |
| Regfi USA, LLC | Miami | FL | August 5, 2026 | Not listed | regfiusa.com | adviserinfo.sec.gov |
| Florida Atlantic Securities Corp. | Miami | FL | August 5, 2026 | $590 million | floridaatlantic.net | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.