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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Citadel Advisors LLCMiami$570.62 billion373,28437(786) 741-5389adviserinfo.sec.gov
CorientMiami$165.25 billion113,7521,537Not listed(305) 735-2020adviserinfo.sec.gov
Oc Investment Management LPMiami$75.93 billion4151(305) 813-0610adviserinfo.sec.gov
H.I.G. Capital, LLCMiami$72.33 billion1941,039151(305) 379-2322hig.comadviserinfo.sec.gov
I Squared Capital Advisors (US) LLCMiami$60.09 billion76331123(786) 693-5700adviserinfo.sec.gov
Cifc Asset Management LLCMiami$44.58 billion15020087(786) 652-3250adviserinfo.sec.gov
Sanctuary Advisors, LLCMiami$34.88 billion62,617770Not listed(317) 975-7729adviserinfo.sec.gov
Alpha Wave Global, LPMiami$26.66 billion2411316(305) 360-3020adviserinfo.sec.gov
Arga Investment Management, LPMiami$24.57 billion74496(645) 229-5501adviserinfo.sec.gov
Rialto Capital Management, LLCMiami$21.73 billion668222(305) 485-2077adviserinfo.sec.gov
Universa Investments L.P.Miami$21.35 billion452045(786) 483-3140universa.netadviserinfo.sec.gov
1823 Partners (US) LLCMiami$18.53 billion552Not listed(202) 431-78821823.partnersadviserinfo.sec.gov
Loop Capital Asset ManagementMiami$10.81 billion90233(305) 379-2100loopcapital.comadviserinfo.sec.gov
Carlyle Aviation PDP Management LLCMiami$10.40 billion1512422(305) 579-2340carlyle.aeroadviserinfo.sec.gov
Flexpoint Ford, LLCMiami$7.89 billion226522(786) 885-1850flexpointford.comadviserinfo.sec.gov
Daemon Investment and Asset Management, LLCMiami$7.10 billion533(786) 577-3074daemoninvestments.comadviserinfo.sec.gov
HQ Capital Private Equity LLCMiami$5.40 billion507819(786) 944-0500adviserinfo.sec.gov
Aliya Capital Partners LLCMiami$5.34 billion21718104(305) 831-4999adviserinfo.sec.gov
GentrustMiami$5.20 billion1,52740Not listed(305) 677-6688adviserinfo.sec.gov
Insigneo Advisory Services, LLCMiami$5.16 billion5,1072231(305) 373-9000insigneo.comadviserinfo.sec.gov
Corient IA LPMiami$5.11 billion187100111(305) 735-2020adviserinfo.sec.gov
Kinetic Partners Management, LPMiami$4.73 billion10156(305) 390-4400kineticpartners.comadviserinfo.sec.gov
Valley Forge Capital ManagementMiami$4.45 billion493(305) 210-6000adviserinfo.sec.gov
RedwheelMiami$4.38 billion10222(305) 602-9501redwheel.comadviserinfo.sec.gov
Finaccess Advisors LLCMiami$4.11 billion16013Not listed(305) 377-1112adviserinfo.sec.gov
Valor Advisors LLCMiami$4.01 billion6916Not listed(305) 424-1432valorad.comadviserinfo.sec.gov
Shaolin Capital Management LLCMiami$3.89 billion5141(212) 433-4310shaolincapital.comadviserinfo.sec.gov
Defiance Etfs, LLCMiami$3.86 billion47Not listed(833) 333-9383adviserinfo.sec.gov
Larch Capital Partners LLCMiami$3.00 billion61317Not listed(786) 677-4120larchcapitalpartners.comadviserinfo.sec.gov
MMBG Investment Advisors Co.Miami$2.98 billion23414Not listed(305) 374-0704mmbginvestment.comadviserinfo.sec.gov
Eir Partners Capital, LPMiami$2.72 billion141614(305) 290-3001eirpartners.comadviserinfo.sec.gov
Ingham Retirement GroupMiami$2.62 billion1,05610Not listed(305) 671-2200ingham.comadviserinfo.sec.gov
Azora Capital LPMiami$2.50 billion19163(212) 651-2231azoracapital.comadviserinfo.sec.gov
3650 REIT Investment Management LLCMiami$2.43 billion131616(305) 901-10103650reitinvestmentmanagement.comadviserinfo.sec.gov
Forest Avenue Capital Management LPMiami$2.41 billion4111(305) 847-9750adviserinfo.sec.gov
Efg Private Wealth Management (Americas) Corp.Miami$2.30 billion69656Not listed(305) 482-8000efginternational.comadviserinfo.sec.gov
Point Break Capital Management LLCMiami$2.04 billion1111(786) 226-8211pointbreakcm.comadviserinfo.sec.gov
Althum Advisors LLCMiami$2.03 billion8411Not listed(305) 456-7645althumadvisors.comadviserinfo.sec.gov
Bulltick Wealth Management, LLCMiami$1.95 billion479621(305) 533-1541bulltick.comadviserinfo.sec.gov
Lorient Capital Management, LLCMiami$1.94 billion172913(248) 247-3900adviserinfo.sec.gov
Mora Capital Management, LLCMiami$1.90 billion684491(305) 459-5400moracm.comadviserinfo.sec.gov
Fora Capital, LLCMiami$1.67 billion481(786) 558-3902foracapital.comadviserinfo.sec.gov
Forgelight LLCMiami$1.63 billion656(305) 847-9770forgelight.comadviserinfo.sec.gov
Sierra Capital LLCMiami$1.61 billion43582(212) 867-3533sierracap.comadviserinfo.sec.gov
Leste Capital Partners (Florida), LLCMiami$1.61 billion571925(305) 929-9200adviserinfo.sec.gov
Locust Point CapitalMiami$1.58 billion4434(732) 945-7474locustpointcapital.comadviserinfo.sec.gov
Credicorp Capital Advisors LLCMiami$1.58 billion36926Not listed(305) 455-0975credicorpcapital.comadviserinfo.sec.gov
Eightfold Real Estate Capital, L.P.Miami$1.43 billion131911(305) 503-4050eightfoldcapital.comadviserinfo.sec.gov
Elion Partners, LLCMiami$1.41 billion282721(305) 933-3538elionpartners.comadviserinfo.sec.gov
Arrington Capital Investment Management, LLCMiami$1.41 billion6103(786) 548-1886arringtoncapital.comadviserinfo.sec.gov
Founders Family OfficeMiami$1.40 billion28917Not listed(305) 650-2997adviserinfo.sec.gov
BBVA Global Wealth Advisors, Inc.Miami$1.36 billion79284Not listed(305) 205-7752bbvaglobalwealthadvisors.comadviserinfo.sec.gov
Allie Family Office LLCMiami$1.32 billion5111Not listed(786) 635-7162adviserinfo.sec.gov
Northampton Capital PartnersMiami$1.31 billion7126(914) 309-1746adviserinfo.sec.gov
Bigsur Partners, LLCMiami$1.28 billion226161(305) 740-6777adviserinfo.sec.gov
Canal Road Capital, LLCMiami$1.26 billion3161(305) 488-6000canalroadgroup.comadviserinfo.sec.gov
Element Pointe Family OfficeMiami$1.22 billion412111(786) 655-9790elementpointe.comadviserinfo.sec.gov
Maceratio LLCMiami$1.19 billion2787Not listed(305) 398-9010maceratio.comadviserinfo.sec.gov
Boyne CapitalMiami$1.16 billion8338(305) 856-9500adviserinfo.sec.gov
Carlyle Aviation Securities Partners LLCMiami$1.14 billion241(305) 504-8777adviserinfo.sec.gov
Power Sustainable Manager US, Inc.Miami$1.07 billion6312(514) 286-8989powersustainable.comadviserinfo.sec.gov
Panoramika Advisors Inc.Miami$1.05 billion1832Not listed(305) 913-7569adviserinfo.sec.gov
Cifc Investment Management LLCMiami$1.04 billion2200Not listed(786) 652-3250adviserinfo.sec.gov
LS BDC Adviser, LLCMiami$1.04 billion235Not listed(786) 598-2089adviserinfo.sec.gov
Sollinda Capital Management LLCMiami$1.02 billion1,729201(844) 662-1211adviserinfo.sec.gov
GFG CapitalMiami$1.01 billion70716Not listed(305) 810-6500adviserinfo.sec.gov
Azimut Investment Advisors LLCMiami$1.00 billion48510Not listed(786) 866-3700adviserinfo.sec.gov
Daybright Advisory Services, Inc.Miami$997.4 million69610Not listed(305) 671-2200ingham.comadviserinfo.sec.gov
Khrom Capital ManagementMiami$980.6 million261(646) 436-6643khromcapital.comadviserinfo.sec.gov
Trinity Fund Advisors LLCMiami$930 million9325(305) 800-1115adviserinfo.sec.gov
Strenta Investment Management Services, LLCMiami$916.1 million1181(954) 217-4896adviserinfo.sec.gov
Tiempo Capital PartnersMiami$911 million687Not listed(786) 885-2120tiempocapital.comadviserinfo.sec.gov
Bridgeinvest LLCMiami$858.6 million7332(305) 749-9887bridgeinvest.comadviserinfo.sec.gov
Concise Capital Management, L.P.Miami$838.6 million8121(305) 371-4578adviserinfo.sec.gov
Palatine Fund Advisors, LLCMiami$821.4 million4214(305) 417-6254adviserinfo.sec.gov
Andbanc Advisory LLCMiami$806.5 million47213Not listed(305) 702-0601adviserinfo.sec.gov
XP Advisory US, Inc.Miami$792.3 million25834Not listed(786) 725-5983adviserinfo.sec.gov
Artia Global Partners LPMiami$778.9 million351(305) 710-1384adviserinfo.sec.gov
Paradigm Investment ManagementMiami$725.2 million93Not listed(786) 871-3411paradigmpcm.comadviserinfo.sec.gov
SaagaMiami$717.5 million5656Not listed(786) 940-3505saagawealth.comadviserinfo.sec.gov
Lafise Global Advisors LLCMiami$699 million103Not listed(305) 374-6001adviserinfo.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
Powell Investment Advisors, LLCMiami$648 million35421(786) 470-3480powellinvestmentadvisors.comadviserinfo.sec.gov
Proaltus USAMiami$645.7 million941412(857) 334-1921proaltus.usadviserinfo.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
H.I.G. Whitehorse Advisers, LLCMiami$615.1 million182Not listed(305) 379-2322whitehorse.comadviserinfo.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
Tyro Capital Management, LLCMiami$570.9 million262(330) 307-6147adviserinfo.sec.gov
Inca Investments, LLCMiami$569.6 million391(305) 722-4300incainvestments.comadviserinfo.sec.gov
White Wolf Capital Advisors, LLCMiami$566.8 million361934(305) 605-8888adviserinfo.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
Securitize Capital LLCMiami$530.2 million727(415) 745-3030securitize.ioadviserinfo.sec.gov
Compass Group Investments Solutions LLCMiami$526.8 million14817Not listed(305) 358-7052cgcompass.comadviserinfo.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
LRZ Capital LLCMiami$500.8 million453(305) 615-0215lrzcapital.comadviserinfo.sec.gov
Klosters CapitalMiami$495.6 million817Not listed(305) 907-3421adviserinfo.sec.gov
Global Kandor Advisors, LLCMiami$483.3 million25513Not listed(786) 558-0391globalkandor.comadviserinfo.sec.gov
Xendia Wealth LLCMiami$475.3 million4,8105Not listed(305) 415-0060monexinvestor.comadviserinfo.sec.gov
Horiko Capital Management LLCMiami$475.1 million662(201) 523-4150horikocapital.comadviserinfo.sec.gov
Noctua International WMG, LLCMiami$474.5 million1657Not listed(786) 220-0330noctuapartners.comadviserinfo.sec.gov
Octogone NAMiami$469.7 million9766(305) 677-9559octogone.chadviserinfo.sec.gov
Ikalon Advisors LLCMiami$442.1 million22Not listed(786) 702-0078adviserinfo.sec.gov
Gables Capital Management, Inc.Miami$438.8 million35981(305) 374-9121gablescapital.comadviserinfo.sec.gov
Hollander Asset Management LLCMiami$419.7 million5222(305) 579-9255adviserinfo.sec.gov
Guerra Wealth AdvisorsMiami$406.2 million3,00712Not listed(305) 448-1011guerrawealth.comadviserinfo.sec.gov
Bci Securities, Inc.Miami$402.2 million44874Not listed(305) 929-5500bcisecurities.comadviserinfo.sec.gov
Ratan Capital Management, LPMiami$401.9 million422(917) 697-3008adviserinfo.sec.gov
Galapagos Advisory LLCMiami$395.7 million2108Not listed(305) 515-5878galapagoscapital.usadviserinfo.sec.gov
Vision One Management Partners, LPMiami$393.8 million772(786) 826-9138adviserinfo.sec.gov
Miura Investment Advisors, IncMiami$391.8 million1916Not listed(305) 379-3602adviserinfo.sec.gov
In on CapitalMiami$389.4 million4016Not listed(305) 721-2811inoncapitaladvisors.comadviserinfo.sec.gov
Scala Capital LLCMiami$380.5 million3901213(305) 539-3850scala-capital.comadviserinfo.sec.gov
Cibest Capital Advisory Services LLCMiami$374.8 million4627Not listed(786) 551-9122cibestcapital.comadviserinfo.sec.gov
Aragon Global Management, LPMiami$369 million231(312) 763-8501adviserinfo.sec.gov
RTC PartnersMiami$362.4 million434(305) 527-9320adviserinfo.sec.gov
Acp Capital Management, LLCMiami$360.3 million125177(305) 670-4180acp-group.comadviserinfo.sec.gov
Catenary Alternatives Asset Management, LLCMiami$353.3 million451(929) 647-0419catenaryalts.comadviserinfo.sec.gov
Avory & Co.Miami$353.2 million1253Not listed(305) 306-9494avory.xyzadviserinfo.sec.gov
Isq Openinfra Registered Advisor LLCMiami$348.1 million43313(786) 693-5781adviserinfo.sec.gov
Brightline Capital Management, LLCMiami$346.4 million282(305) 423-0834brightlinecapital.comadviserinfo.sec.gov
Black Toro LLCMiami$345.1 million65151(786) 753-7009blacktoro.usadviserinfo.sec.gov
RM Private Wealth ManagementMiami$340.9 million1851Not listed(571) 332-7618rmpwealth.comadviserinfo.sec.gov
Melodeon Capital Partners, LPMiami$340.6 million525(860) 799-7119melodeoncapital.comadviserinfo.sec.gov
Flexis CapitalMiami$339.1 million535(212) 378-4000flexiscapital.comadviserinfo.sec.gov
Eschaton Opportunities Fund Management LPMiami$333.9 million352(305) 925-0420eschatonfunds.comadviserinfo.sec.gov
Glide CapitalMiami$328.5 million272(305) 783-3316glideplatform.comadviserinfo.sec.gov
Greenwood Family Advisors LLCMiami$327.1 million1203Not listed(305) 648-6405adviserinfo.sec.gov
Jaguar Growth Asset Management, LLCMiami$313.1 million474(646) 663-4950jaguargrowth.comadviserinfo.sec.gov
Doma Perpetual Capital Management LLCMiami$307.6 million331(305) 549-5081domaperpetual.comadviserinfo.sec.gov
Campbell Capital Management IncMiami$303.3 million2653Not listed(305) 670-3140camcap.comadviserinfo.sec.gov
Lifeinvest Wealth Management, LTDMiami$300.5 million34311Not listed(786) 523-0500adviserinfo.sec.gov
Colbert Investment Management CoMiami$295.8 million1443Not listed(305) 400-9982adviserinfo.sec.gov
Cifc Private Credit Management LLCMiami$289.9 million32001(786) 652-3250cifc.comadviserinfo.sec.gov
One Stone Partners L.L.C.Miami$289.7 million934(786) 744-42551stone-llc.comadviserinfo.sec.gov
Bau AdvisorsMiami$286.5 million114Not listed(305) 425-1494bauadvisors.comadviserinfo.sec.gov
Fdi Wealth Management, LLCMiami$283.8 million3535Not listed(561) 875-7673adviserinfo.sec.gov
Midtown Investment Advisors LLCMiami$278 million11411(305) 961-1115midtownia.comadviserinfo.sec.gov
Financial Designs Wealth ManagementMiami$261.2 million1816Not listed(786) 388-0070financialdesignswealth.comadviserinfo.sec.gov
Abf Investment Management, LLCMiami$253.2 million3101(786) 564-2029gr-am.comadviserinfo.sec.gov
Mori Huston PartnersMiami$241.6 million7221(305) 856-9304morihuston.comadviserinfo.sec.gov
True Wealth Advisory GroupMiami$240.1 million2604Not listed(786) 358-0050adviserinfo.sec.gov
Creo Capital Partners Management LLCMiami$235.5 million262(305) 998-0078adviserinfo.sec.gov
L&S Investment Advisors, LLCMiami$231.4 million3998Not listed(786) 241-7000ls.financeadviserinfo.sec.gov
UnimarMiami$230.8 million4336(305) 797-9124unimarfinancial.comadviserinfo.sec.gov
Welcy Capital Advisors LLCMiami$225.7 million21102(786) 353-0036adviserinfo.sec.gov
Oceanis Financial Advisors, Inc.Miami$225.6 million822Not listed(305) 330-4398adviserinfo.sec.gov
Pare Partners II LLCMiami$210 million13207(786) 866-8010adviserinfo.sec.gov
Advisory Investor Services LLCMiami$209.9 million23112Not listed(786) 462-6044advisoryinvestorservices.comadviserinfo.sec.gov
Ucap AmericasMiami$208.2 million18414Not listed(646) 809-3600adviserinfo.sec.gov
021 Investments LLCMiami$205 million453(212) 202-1730adviserinfo.sec.gov
Guardant Wealth AdvisorsMiami$204.4 million1604Not listed(305) 845-7511guardantwealthadvisors.comadviserinfo.sec.gov
Alianza Corp. Investment AdvisorMiami$204.1 million1,2075Not listed(954) 330-1741adviserinfo.sec.gov
Simetria Advisory Group LLCMiami$201.6 million41714Not listed(305) 860-0770adviserinfo.sec.gov
Level One FundMiami$201.5 million252(786) 796-7095adviserinfo.sec.gov
Saul Wealth Advisors, LLCMiami$201.5 million3494Not listed(212) 457-1990saulwealthadvisors.comadviserinfo.sec.gov
Balance Capital Partners L.P.Miami$195.7 million232(646) 970-4008adviserinfo.sec.gov
NumaMiami$192.7 million19510Not listed(786) 315-4824numa.wsadviserinfo.sec.gov
Calumet Capital Partners LLCMiami$191 million33Not listed(312) 543-2102adviserinfo.sec.gov
Amicorp Wealth ServicesMiami$188.5 million133Not listed(786) 842-1075amicorp.comadviserinfo.sec.gov
Picea Capital LLCMiami$186.8 million153Not listed(786) 871-3300adviserinfo.sec.gov
Chronos Capital Advisors LLCMiami$181.1 million62Not listed(786) 703-4996chronosfo.comadviserinfo.sec.gov
Allaria Asset Management, LLCMiami$179.6 million196Not listed(786) 686-5400allariasecurities.comadviserinfo.sec.gov
The Atlas Financial GroupMiami$174.9 million714Not listed(786) 233-6233theatlasfinancialgroup.comadviserinfo.sec.gov
Corrales & Co.Miami$174.2 million73810Not listed(239) 421-5359adviserinfo.sec.gov
Vizcaya Capital Partners LLCMiami$172.5 million27327(305) 602-5725adviserinfo.sec.gov
Blanche Park CapitalMiami$167.3 million33Not listed(720) 565-2700bparkcap.comadviserinfo.sec.gov
Participant CapitalMiami$166.1 million692(800) 581-7227adviserinfo.sec.gov
Bice Wealth Management LLCMiami$164.5 million653Not listed(786) 266-4597adviserinfo.sec.gov
Accial Capital Management LLCMiami$164.3 million4211(508) 983-1498accialcapital.comadviserinfo.sec.gov
TLS Advisors LLCMiami$164 million2102(844) 528-8430adviserinfo.sec.gov
Barnett Capital Advisors LLCMiami$161.1 million46431(305) 328-8538barnettcapitaladvisors.comadviserinfo.sec.gov
Inversiones SuraMiami$160.2 million4421Not listed(305) 448-0014inversionessura.comadviserinfo.sec.gov
Green Capital Private WealthMiami$150 million13Not listed(800) 615-0794gcprivatewealth.comadviserinfo.sec.gov
Ki Capital Wealth Management US LLCMiami$145.9 million1015Not listed(520) 710-0826adviserinfo.sec.gov
BGV Financial AdvisorsMiami$143.8 million1032Not listed(305) 615-2101adviserinfo.sec.gov
LMPG Wealth Advisors, LLCMiami$131.7 million1353Not listed(610) 202-9897adviserinfo.sec.gov
Obion Capital Management LPMiami$129 million441(305) 317-5100obioncapital.comadviserinfo.sec.gov
Mariva Global Asset Management, LLCMiami$129 million1535Not listed(305) 712-6999marivacm.comadviserinfo.sec.gov
Leste USA, LLCMiami$126.3 million212Not listed(305) 929-9200adviserinfo.sec.gov
Fortis Private Wealth Advisors, LLCMiami$124.4 million153Not listed(305) 416-9093adviserinfo.sec.gov
Coral Wealth Management, LLCMiami$124.3 million5202Not listed(305) 671-3914coralwm.comadviserinfo.sec.gov
ArbalphaMiami$121.6 million42Not listed(786) 374-2620adviserinfo.sec.gov
Davivienda AdvisorsMiami$120.2 million3618Not listed(786) 238-7925daviviendaadvisors.comadviserinfo.sec.gov
Pinetree Advisors Corp.Miami$120 million5721(305) 510-8772pinetreeadvisors.usadviserinfo.sec.gov
Sulzberger Capital Advisors, Inc.Miami$117.1 million2602Not listed(305) 573-4900genesulzberger.myhomehq.bizadviserinfo.sec.gov
Uyana Partners LLCMiami$115 million1338Not listed(786) 238-4314adviserinfo.sec.gov
Veltria Advisors Corp.Miami$113.2 million176Not listed(305) 318-7172adviserinfo.sec.gov
GoiMiami$111.3 million1403Not listed(888) 464-4742adviserinfo.sec.gov
Stonex International Advisors IncMiami$106.7 million7715Not listed(305) 377-8008intercam.usadviserinfo.sec.gov
Clout CapitalMiami$105 million33Not listed(561) 931-8430cloutcapital.comadviserinfo.sec.gov
WLT PartnersMiami$104.3 million483Not listed(305) 200-8877wltpartnersria.comadviserinfo.sec.gov
Eurocapital Advisors, IncMiami$103.6 million92Not listed(786) 621-5858eurocapital-advisors.comadviserinfo.sec.gov
Lion Capital Advisors LLCMiami$94.8 million313Not listed(305) 849-5222adviserinfo.sec.gov
Arias Resource Capital Management LPMiami$90.8 million282(305) 913-5402arc-fund.comadviserinfo.sec.gov
ZestMiami$90.6 million83Not listed(305) 394-6486adviserinfo.sec.gov

Advisers in Miami that manage private funds

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

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Republic Deal RoomMiamiFL152Not listedNot listed152Not listed$139.8 millionNot listedadviserinfo.sec.gov
H.I.G. Capital, LLCMiamiFL151Not listed119230$70.65 billion$72.33 billionadviserinfo.sec.gov
I Squared Capital Advisors (US) LLCMiamiFL123Not listed123Not listedNot listed$66.43 billion$60.09 billionadviserinfo.sec.gov
Corient IA LPMiamiFL1111844813$5.70 billion$5.11 billionadviserinfo.sec.gov
Aliya Capital Partners LLCMiamiFL104104Not listedNot listedNot listed$5.18 billion$5.34 billionadviserinfo.sec.gov
Cifc Asset Management LLCMiamiFL8754Not listedNot listed$36.17 billion$44.58 billionadviserinfo.sec.gov
Universa Investments L.P.MiamiFL4545Not listedNot listedNot listed$21.35 billion$21.35 billionadviserinfo.sec.gov
Fuel Venture Capital Partners LLCMiamiFL40Not listedNot listed40Not listed$521.1 millionNot listedadviserinfo.sec.gov
Citadel Advisors LLCMiamiFL3737Not listedNot listedNot listed$1.09 trillion$570.62 billionadviserinfo.sec.gov
White Wolf Capital Advisors, LLCMiamiFL34Not listed27Not listedNot listed$560 million$566.8 millionadviserinfo.sec.gov
Vizcaya Capital Partners LLCMiamiFL27Not listedNot listedNot listedNot listed$172.1 million$172.5 millionadviserinfo.sec.gov
Leste Capital Partners (Florida), LLCMiamiFL2531Not listed21$252.9 million$1.61 billionadviserinfo.sec.gov
Rialto Capital Management, LLCMiamiFL221Not listedNot listed21$7.58 billion$21.73 billionadviserinfo.sec.gov
Carlyle Aviation PDP Management LLCMiamiFL22Not listed22Not listedNot listed$10.40 billion$10.40 billionadviserinfo.sec.gov
Flexpoint Ford, LLCMiamiFL22Not listed22Not listedNot listed$8.68 billion$7.89 billionadviserinfo.sec.gov
Elion Partners, LLCMiamiFL21Not listedNot listedNot listed21$1.24 billion$1.41 billionadviserinfo.sec.gov
Boldstart Ventures Management LLCMiamiFL21Not listedNot listed21Not listed$1.74 billionNot listedadviserinfo.sec.gov
HQ Capital Private Equity LLCMiamiFL19Not listed19Not listedNot listed$467.2 million$5.40 billionadviserinfo.sec.gov
Osa Capital LLCMiamiFL18Not listed99Not listed$97.5 millionNot listedadviserinfo.sec.gov
Alpha Wave Global, LPMiamiFL16412Not listedNot listed$24.13 billion$26.66 billionadviserinfo.sec.gov
3650 REIT Investment Management LLCMiamiFL16Not listedNot listedNot listed16$4.52 billion$2.43 billionadviserinfo.sec.gov
Sand Hill Road Technologies Fund Management LLCMiamiFL16Not listed16Not listedNot listed$58.9 millionNot listedadviserinfo.sec.gov
Valhalla Ventures Management Company LLCMiamiFL15Not listedNot listed15Not listed$209.8 millionNot listedadviserinfo.sec.gov
Eir Partners Capital, LPMiamiFL14Not listed14Not listedNot listed$2.72 billion$2.72 billionadviserinfo.sec.gov
Lorient Capital Management, LLCMiamiFL13Not listed13Not listedNot listed$1.52 billion$1.94 billionadviserinfo.sec.gov
Scala Capital LLCMiamiFL13Not listedNot listed21$65.9 million$380.5 millionadviserinfo.sec.gov
Proaltus USAMiamiFL126231$238.1 million$645.7 millionadviserinfo.sec.gov
Plural CapitalMiamiFL12Not listed12Not listedNot listed$205.2 millionNot listedadviserinfo.sec.gov
Eightfold Real Estate Capital, L.P.MiamiFL115Not listedNot listed6$1.43 billion$1.43 billionadviserinfo.sec.gov
Midtown Investment Advisors LLCMiamiFL11Not listedNot listedNot listed11$278 million$278 millionadviserinfo.sec.gov

Newest SEC registrations in Miami

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

AdviserCityStateSEC status effectiveAUMWebsiteSource
Cradle Capital CorpMiamiFLOctober 30, 2026Not listedcradle.capitaladviserinfo.sec.gov
Nostradamus Solutions LLCMiamiFLOctober 23, 2026Not listednostradamus.solutionsadviserinfo.sec.gov
Coolabah Capital Investments (USA) IncMiamiFLOctober 23, 2026$64.7 millioncoolabahcapital.comadviserinfo.sec.gov
Miura Investment Advisors, IncMiamiFLOctober 20, 2026$391.8 millionadviserinfo.sec.gov
C2c Private Wealth, LLCMiamiFLOctober 19, 2026Not listedadviserinfo.sec.gov
Saul Funds Management LLCMiamiFLOctober 14, 2026$2.5 millionadviserinfo.sec.gov
Accial Capital Management LLCMiamiFLOctober 13, 2026$164.3 millionaccialcapital.comadviserinfo.sec.gov
Nextreg Advisors LLCMiamiFLOctober 1, 2026Not listednextreg.aiadviserinfo.sec.gov
Fortuna Private Wealth Management Corp.MiamiFLSeptember 22, 2026Not listedfortunapwm.comadviserinfo.sec.gov
Boardwalk Investment Group LPMiamiFLSeptember 11, 2026Not listedboardwalkig.comadviserinfo.sec.gov
Aligned Wealth Advisors, LLCMiamiFLSeptember 9, 2026Not listedalignedwealth.comadviserinfo.sec.gov
Mifel WealthMiamiFLAugust 10, 2026Not listedadviserinfo.sec.gov
Ethos Investment Advisory Group LLCMiamiFLAugust 6, 2026Not listedadviserinfo.sec.gov
Regfi USA, LLCMiamiFLAugust 5, 2026Not listedregfiusa.comadviserinfo.sec.gov
Florida Atlantic Securities Corp.MiamiFLAugust 5, 2026$590 millionfloridaatlantic.netadviserinfo.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.