Data / Investment advisers / Serving banks and thrifts / Florida
Investment advisers in Florida serving banks and thrifts: 34 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
34 SEC registered investment advisers with a main office in Florida report banks and thrifts among their clients in Form ADV item 5.D, and together they attribute $8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Raymond James & Associates, Inc.
The request: Every investment adviser in Florida that serves banks and thrifts, with AUM, phone and website. $10 of work on sign-up, no card.
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- 34Advisers
- $8 billionAUM from this client type
- 33Advisers over $100 million
- November 2, 2026File date
Advisers in Florida serving banks and thrifts
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Raymond James & Associates, Inc. | St. Petersburg | 710 | $1.82 billion | $500.96 billion | adviserinfo.sec.gov |
| Doubleline Capital LP | Tampa | 2 | $986.6 million | $93.32 billion | adviserinfo.sec.gov |
| Loop Capital Asset Management | Miami | 1 | $745.4 million | $10.81 billion | adviserinfo.sec.gov |
| Lafise Global Advisors LLC | Miami | Fewer than 5 | $627.6 million | $699 million | adviserinfo.sec.gov |
| Industrial Development Funding LLC | Miami Beach | 7 | $624 million | $624 million | adviserinfo.sec.gov |
| Canal Road Capital, LLC | Miami | Fewer than 5 | $500 million | $1.26 billion | adviserinfo.sec.gov |
| Efg Private Wealth Management (Americas) Corp. | Miami | Fewer than 5 | $371.5 million | $2.30 billion | adviserinfo.sec.gov |
| CV Advisors LLC | Aventura | Fewer than 5 | $343.9 million | $15.08 billion | adviserinfo.sec.gov |
| Orange Investment Advisors, LLC | Winter Park | 1 | $336.8 million | $765 million | adviserinfo.sec.gov |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg | 203 | $313.8 million | $390.04 billion | adviserinfo.sec.gov |
| Pinvest | Coral Gables | 2 | $200.3 million | $377.5 million | adviserinfo.sec.gov |
| Paradigm Investment Management | Miami | 1 | $175.2 million | $725.2 million | adviserinfo.sec.gov |
| Amicorp Wealth Services | Miami | 2 | $169.5 million | $188.5 million | adviserinfo.sec.gov |
| Insigneo Advisory Services, LLC | Miami | 8 | $159.5 million | $5.16 billion | adviserinfo.sec.gov |
| The Atlas Financial Group | Miami | 1 | $138.7 million | $174.9 million | adviserinfo.sec.gov |
| BGV Financial Advisors | Miami | Fewer than 5 | $106.1 million | $143.8 million | adviserinfo.sec.gov |
| Davivienda Advisors | Miami | 1 | $77.2 million | $120.2 million | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | 8 | $69.2 million | $759.3 million | adviserinfo.sec.gov |
| Cibest Capital Advisory Services LLC | Miami | 1 | $52.1 million | $374.8 million | adviserinfo.sec.gov |
| Familywealth Asset Management | Lake Mary | 1 | $47.6 million | $177 million | adviserinfo.sec.gov |
| Community Capital Management, LLC | Fort Lauderdale | Fewer than 5 | $23.3 million | $7.00 billion | adviserinfo.sec.gov |
| Welcy Capital Advisors LLC | Miami | 1 | $18.3 million | $225.7 million | adviserinfo.sec.gov |
| Scala Capital LLC | Miami | 2 | $15.7 million | $380.5 million | adviserinfo.sec.gov |
| Centrus Financial Strategies | Orlando | 1 | $15.6 million | $125.1 million | adviserinfo.sec.gov |
| Sierra Capital LLC | Miami | Fewer than 5 | $13.1 million | $1.61 billion | adviserinfo.sec.gov |
| Intellus Advisors, LLC | Naples | 10 | $12.4 million | $1.35 billion | adviserinfo.sec.gov |
| Mariva Global Asset Management, LLC | Miami | 1 | $6 million | $129 million | adviserinfo.sec.gov |
| Invenio Wealth Partners, LLC | Coral Gables | 3 | $5.5 million | $364 million | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | Fewer than 5 | $4.1 million | $4.61 billion | adviserinfo.sec.gov |
| Golden Road Advisors LLC | Tampa | Fewer than 5 | $2.3 million | $237.7 million | adviserinfo.sec.gov |
| Corient | Miami | 1 | $1 million | $165.25 billion | adviserinfo.sec.gov |
| Kovack Advisors, Inc. | Ft. Lauderdale | 1 | $756,724 | $6.28 billion | adviserinfo.sec.gov |
| Barnett Capital Advisors LLC | Miami | 1 | $521,500 | $161.1 million | adviserinfo.sec.gov |
| Ned Davis Research, Inc. | Sarasota | 89 | Not listed | $2.2 million | 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.