Data / Investment advisers / Serving charitable organizations / Florida

Investment advisers in Florida serving charitable organizations: 268 firms

Name: Investment advisers in Florida serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

268 SEC registered investment advisers with a main office in Florida report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $25.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Sanders Capital, LLC.

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.

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268Advisers
$25.9 billionAUM from this client type
264Advisers over $100 million
November 2, 2026File date

Advisers in Florida serving charitable organizations

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
Sanders Capital, LLC	West Palm Beach	21	$4.89 billion	$122.18 billion	adviserinfo.sec.gov
Corient	Miami	311	$3.52 billion	$165.25 billion	adviserinfo.sec.gov
Community Capital Management, LLC	Fort Lauderdale	66	$2.49 billion	$7.00 billion	adviserinfo.sec.gov
Doubleline Capital LP	Tampa	6	$2.22 billion	$93.32 billion	adviserinfo.sec.gov
Mariner Institutional, LLC	Winter Park	19	$1.09 billion	$2.82 billion	adviserinfo.sec.gov
Raymond James & Associates, Inc.	St. Petersburg	196	$1.05 billion	$500.96 billion	adviserinfo.sec.gov
GQG Partners	Fort Lauderdale	2	$617.9 million	$163.86 billion	adviserinfo.sec.gov
Anderson Financial Partners, Inc.	Ponte Vedra	9	$559 million	$1.52 billion	adviserinfo.sec.gov
Bramshill Investments, LLC	Naples	92	$496.5 million	$8.14 billion	adviserinfo.sec.gov
Polen Capital Management, LLC	Boca Raton	42	$437.2 million	$24.06 billion	adviserinfo.sec.gov
Florida Atlantic Securities Corp.	Miami	5	$386.5 million	$590 million	adviserinfo.sec.gov
Sawgrass Asset Management LLC	Ponte Vedra Beach	14	$375.9 million	$2.05 billion	adviserinfo.sec.gov
Raymond James Financial Services Advisors, Inc	Saint Petersburg	107	$343.8 million	$390.04 billion	adviserinfo.sec.gov
Loop Capital Asset Management	Miami	4	$341.9 million	$10.81 billion	adviserinfo.sec.gov
Sanctuary Advisors, LLC	Miami	65	$334.4 million	$34.88 billion	adviserinfo.sec.gov
DSM Capital Partners	Palm Beach Gardens	29	$329.7 million	$7.56 billion	adviserinfo.sec.gov
Hood River Capital Management LLC	Palm Beach Gardens	9	$299.4 million	$9.45 billion	adviserinfo.sec.gov
Slatestone Wealth LLC	Jupiter	3	$287.9 million	$1.76 billion	adviserinfo.sec.gov
Aristotle Atlantic Partners, LLC	Sarasota	5	$284.1 million	$2.22 billion	adviserinfo.sec.gov
Channing Global Advisors, LLC	Fort Lauderdale	16	$237.5 million	$1.11 billion	adviserinfo.sec.gov
Archpoint Investors	Coral Gables	9	$231.6 million	$4.13 billion	adviserinfo.sec.gov
Agw Capital Advisors	Tampa	6	$227.9 million	$1.73 billion	adviserinfo.sec.gov
Ceredex Value Advisors LLC	Winter Park	Fewer than 5	$226.2 million	$3.43 billion	adviserinfo.sec.gov
Capital Wealth Planning, LLC	Naples	89	$221.2 million	$17.25 billion	adviserinfo.sec.gov
Tremblant Capital Group	West Palm Beach	Fewer than 5	$193.8 million	$744.6 million	adviserinfo.sec.gov
III Capital Management	Boca Raton	Fewer than 5	$193.5 million	$88.24 billion	adviserinfo.sec.gov
Southcol Advisors	Naples	4	$169.4 million	$208.7 million	adviserinfo.sec.gov
Aft, Forsyth & Sober, LLC	Valrico	Fewer than 5	$145.4 million	$368.5 million	adviserinfo.sec.gov
CV Advisors LLC	Aventura	Fewer than 5	$136.6 million	$15.08 billion	adviserinfo.sec.gov
Advus Financial Partners, LLC	Winter Park	7	$132.2 million	$3.97 billion	adviserinfo.sec.gov
J. W. Cole Advisors, Inc.	Tampa	46	$116.8 million	$8.25 billion	adviserinfo.sec.gov
Augustine Asset Management Inc	Jacksonville	8	$114.7 million	$783.3 million	adviserinfo.sec.gov
Deprince, Race & Zollo, Inc.	Winter Park	7	$102.2 million	$5.89 billion	adviserinfo.sec.gov
Timucuan Asset Management Inc	Jacksonville	15	$97.6 million	$3.81 billion	adviserinfo.sec.gov
Deuterium Capital Management, LLC	Clearwater	1	$88.8 million	$603.7 million	adviserinfo.sec.gov
Fairholme Capital Management, L.L.C.	South Miami	2	$87.2 million	$2.14 billion	adviserinfo.sec.gov
3edge Asset Management, LP	Naples	14	$85.2 million	$1.95 billion	adviserinfo.sec.gov
Alti Wealth Management (US International), Inc.	Coral Gables	1	$79.4 million	$690.9 million	adviserinfo.sec.gov
Guardsman Private Capital Management, Inc.	Sarasota	5	$77.2 million	$207.9 million	adviserinfo.sec.gov
Evensky & Katz/Foldes Wealth Management	Coral Gables	8	$76.2 million	$3.21 billion	adviserinfo.sec.gov
Dimension Capital Management LLC	Coral Gables	6	$67.1 million	$7.29 billion	adviserinfo.sec.gov
Valor Advisors LLC	Miami	Fewer than 5	$66.9 million	$4.01 billion	adviserinfo.sec.gov
CPS Investment Advisors	Lakeland	19	$65.6 million	$2.89 billion	adviserinfo.sec.gov
Cumberland Advisors	Sarasota	11	$65.4 million	$3.22 billion	adviserinfo.sec.gov
Private Capital Management	Naples	9	$65.2 million	$1.44 billion	adviserinfo.sec.gov
Integrity Fixed Income Management	Orlando	2	$64.5 million	$921.5 million	adviserinfo.sec.gov
Dudley & Shanley, Inc.	Palm Beach	3	$62.5 million	$746.8 million	adviserinfo.sec.gov
Bowen, Hanes & Co Inc	Ponte Vedra Beach	6	$61.1 million	$4.62 billion	adviserinfo.sec.gov
Doma Perpetual Capital Management LLC	Miami	1	$59.1 million	$307.6 million	adviserinfo.sec.gov
Independent Financial Partners	Tampa	128	$58.6 million	$16.29 billion	adviserinfo.sec.gov
A&M Private Wealth Partners, LLC	West Palm Beach	Fewer than 5	$55.7 million	$1.83 billion	adviserinfo.sec.gov
Moran Wealth Management, LLC	Naples	24	$54.3 million	$5.10 billion	adviserinfo.sec.gov
Dakota Wealth, LLC	Palm Beach Gardens	12	$52 million	$6.94 billion	adviserinfo.sec.gov
Cwa Asset Management Group	Naples	15	$50.8 million	$4.51 billion	adviserinfo.sec.gov
Sierra Capital LLC	Miami	Fewer than 5	$49.3 million	$1.61 billion	adviserinfo.sec.gov
Cyndeo Wealth Partners	St. Petersburg	2	$48.3 million	$3.15 billion	adviserinfo.sec.gov
Thomas J. Herzfeld Advisors, Inc.	Miami Beach	11	$48.2 million	$1.34 billion	adviserinfo.sec.gov
Dale K. Ehrhart, Inc.	Venice	11	$47.1 million	$648.8 million	adviserinfo.sec.gov
Fourthought Financial Partners, LLC.	Venice	7	$44.6 million	$1.93 billion	adviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLC	Tampa	10	$39.4 million	$2.45 billion	adviserinfo.sec.gov
Provise Management Group, LLC	Clearwater	21	$38.8 million	$2.03 billion	adviserinfo.sec.gov
Convergence Investment Partners, LLC	Palm Beach Gardens	5	$38.4 million	$523.6 million	adviserinfo.sec.gov
Palm Valley Capital Management	Jacksonville Beach	Fewer than 5	$35.4 million	$281.6 million	adviserinfo.sec.gov
Yandell Investments, LLC	Orlando	Fewer than 5	$35.1 million	$171 million	adviserinfo.sec.gov
Riverglades Family Offices, LLC	Naples	7	$34.9 million	$221.4 million	adviserinfo.sec.gov
Creand Management	Miami	1	$34 million	$506.6 million	adviserinfo.sec.gov
Harvey Capital Management Inc	Palm Beach	6	$33.1 million	$579.4 million	adviserinfo.sec.gov
Naples Global Advisors	Naples	13	$31.8 million	$2.00 billion	adviserinfo.sec.gov
Arga Investment Management, LP	Miami	Fewer than 5	$28.1 million	$24.57 billion	adviserinfo.sec.gov
Tiempo Capital Partners	Miami	Fewer than 5	$25.5 million	$911 million	adviserinfo.sec.gov
Mariaca Wealth Management, LLC	Wellington	3	$25.4 million	$251.1 million	adviserinfo.sec.gov
Dock Street Asset Management Inc	Palm Beach	1	$25.4 million	$1.11 billion	adviserinfo.sec.gov
Boca Wealth Advisors	Boca Raton	Fewer than 5	$24.9 million	$378.6 million	adviserinfo.sec.gov
Heritage Investment Group, Inc.	Pompano Beach	8	$24.8 million	$2.23 billion	adviserinfo.sec.gov
Clearwell Group	Tampa	Fewer than 5	$23.1 million	$413.5 million	adviserinfo.sec.gov
Fiduciary Family Office, LLC	Boca Raton	Fewer than 5	$23 million	$747.7 million	adviserinfo.sec.gov
Financial Advisory Partners, LLC	Winter Park	7	$22.5 million	$377.8 million	adviserinfo.sec.gov
Spectra Investment Management, LLC	Stuart	4	$21.6 million	$306.8 million	adviserinfo.sec.gov
1 Main Capital Management, LLC	Aventura	Fewer than 5	$20.1 million	$118.7 million	adviserinfo.sec.gov
Martin Investment Management, LLC	Palm Beach Gardens	1	$19.6 million	$888.1 million	adviserinfo.sec.gov
Acasta Partners US LLC	Boca Raton	Fewer than 5	$18.6 million	$4.72 billion	adviserinfo.sec.gov
Private Wealth Group, LLC	Tampa	1	$18.3 million	$274 million	adviserinfo.sec.gov
Guiry Capital Management, LLC	Palm Beach Gardens	4	$18.2 million	$204.3 million	adviserinfo.sec.gov
Baron Silver Stevens Financial Advisors, LLC	Boca Raton	4	$18.1 million	$1.20 billion	adviserinfo.sec.gov
Agnello Financial Group, Inc.	West Palm Beach	4	$17.7 million	$378.6 million	adviserinfo.sec.gov
Azimut Investment Advisors LLC	Miami	1	$17.2 million	$1.00 billion	adviserinfo.sec.gov
Kirtland Financial Management, Inc.	Coral Gables	Fewer than 5	$16.1 million	$396.1 million	adviserinfo.sec.gov
Omnia Family Wealth, LLC	Aventura	Fewer than 5	$15.9 million	$994.6 million	adviserinfo.sec.gov
Lighthouse Financial	Saint Petersburg	2	$15.9 million	$755.6 million	adviserinfo.sec.gov
Aurora Investment Managers, LLC	Naples	5	$15 million	$358.7 million	adviserinfo.sec.gov
Glaxis Capital Management, LLC	Sarasota	1	$14.9 million	$160.8 million	adviserinfo.sec.gov
Disciplined Equity Management, Inc.	Neptune Beach	25	$14 million	$521 million	adviserinfo.sec.gov
MMBG Investment Advisors Co.	Miami	1	$14 million	$2.98 billion	adviserinfo.sec.gov
Inlet Private Wealth, LLC	Jupiter	Fewer than 5	$13.7 million	$608.1 million	adviserinfo.sec.gov
Ceeto Capital Group, LLC	Coral Gables	1	$13.7 million	$531.4 million	adviserinfo.sec.gov
Cambier Capital, LLC	Naples	2	$13 million	$165.5 million	adviserinfo.sec.gov
Pullen Investment Management	Bradenton	Fewer than 5	$12.4 million	$221 million	adviserinfo.sec.gov
St. Johns Investment Management Company, LLC	Jacksonville	Fewer than 5	$12.4 million	$374.8 million	adviserinfo.sec.gov
Neil Jesani Wealth Management	Sunrise	5	$12.3 million	$194.2 million	adviserinfo.sec.gov
Downtown Wealth Studios, LLC	Miami	1	$12.2 million	$563.5 million	adviserinfo.sec.gov
Good Life Advisors, LLC	Celebration	64	$11.6 million	$4.35 billion	adviserinfo.sec.gov
Fiori Financial Group	Fort Lauderdale	2	$11.4 million	$567.4 million	adviserinfo.sec.gov
Syntax Research, Inc.	Boca Raton	1	$11.2 million	$202.9 million	adviserinfo.sec.gov
Fifth Avenue Family Office	Naples	Fewer than 5	$11 million	$1.35 billion	adviserinfo.sec.gov
Gables Capital Management, Inc.	Miami	1	$10.9 million	$438.8 million	adviserinfo.sec.gov
Washburn Capital Management Inc.	Vero Beach	4	$10.5 million	$253.6 million	adviserinfo.sec.gov
Uhler Vertich White Advisors	Fort Myers	5	$10.4 million	$513.7 million	adviserinfo.sec.gov
Provenance Wealth Advisors	Fort Lauderdale	6	$10.3 million	$3.63 billion	adviserinfo.sec.gov
Efg Private Wealth Management (Americas) Corp.	Miami	Fewer than 5	$9.8 million	$2.30 billion	adviserinfo.sec.gov
Stewardship Advisory Group, LLC	Clermont	3	$9.5 million	$321.9 million	adviserinfo.sec.gov
Insigneo Advisory Services, LLC	Miami	3	$9 million	$5.16 billion	adviserinfo.sec.gov
Money Concepts Advisory Service	Palm Beach Gardens	31	$9 million	$4.07 billion	adviserinfo.sec.gov
Keating Investment Counselors Inc	Delray Beach	3	$8.4 million	$383.1 million	adviserinfo.sec.gov
Professional Advisory Services Inc	Vero Beach	10	$8.1 million	$1.26 billion	adviserinfo.sec.gov
Cibest Capital Advisory Services LLC	Miami	2	$8 million	$374.8 million	adviserinfo.sec.gov
Cogent Private Wealth	Orlando	6	$8 million	$250.3 million	adviserinfo.sec.gov
55 North Private Wealth	Winter Park	Fewer than 5	$7.9 million	$581.3 million	adviserinfo.sec.gov
Alhambra Investment Management LLC	Palmetto Bay	Fewer than 5	$7.8 million	$320.2 million	adviserinfo.sec.gov
Invenio Wealth Partners, LLC	Coral Gables	4	$7.8 million	$364 million	adviserinfo.sec.gov
Advantage Investing, Inc.	Coral Gables	5	$7.8 million	$138.9 million	adviserinfo.sec.gov
Blue Ocean Capital	West Palm Beach	9	$7.6 million	$619.2 million	adviserinfo.sec.gov
Shariaportfolio, Inc.	Lake Mary	41	$7.5 million	$3.01 billion	adviserinfo.sec.gov
Gladstone Wealth Partners	Palm Beach Gardens	26	$7.4 million	$5.68 billion	adviserinfo.sec.gov
Allgen Financial Advisors, Inc.	Orlando	Fewer than 5	$7.2 million	$475.2 million	adviserinfo.sec.gov
Castle Wealth Management	Boynton Beach	4	$7.1 million	$430.1 million	adviserinfo.sec.gov
Fusco Financial Services Inc	Wilton Manors	Fewer than 5	$6.9 million	$159.3 million	adviserinfo.sec.gov
Turner Financial Group, Inc.	Pace	73	$6.8 million	$229.6 million	adviserinfo.sec.gov
Forza Wealth Management	Sarasota	Fewer than 5	$6.6 million	$422.4 million	adviserinfo.sec.gov
Amerant Investments, Inc.	Coral Gables	13	$6.6 million	$782.4 million	adviserinfo.sec.gov
Dara Capital US, Inc.	Miami	1	$6.5 million	$563.1 million	adviserinfo.sec.gov
Hudson Value Partners, LLC	Palm Beach	Fewer than 5	$6.5 million	$678.3 million	adviserinfo.sec.gov
Sky Alpha Asset Advisors	Boca Raton	6	$6.3 million	$216 million	adviserinfo.sec.gov
Mar Wealth Management Services, LLC	West Palm Beach	5	$6.1 million	$125.1 million	adviserinfo.sec.gov
Rose Capital Advisors, LLC	Miami Beach	12	$5.9 million	$608.3 million	adviserinfo.sec.gov
Compound Family Offices, LLC	Sarasota	4	$5.7 million	$540.8 million	adviserinfo.sec.gov
One + One Wealth Management, LLC	Jupiter	Fewer than 5	$5.6 million	$383 million	adviserinfo.sec.gov
Whalerock Point Partners, LLC	West Palm Beach	1	$5.5 million	$1.04 billion	adviserinfo.sec.gov
Storms & Rowdon Financial Services, Inc.	Ormond Beach	Fewer than 5	$5.3 million	$141.2 million	adviserinfo.sec.gov
Coquina Private Wealth Advisors	Port Charlotte	4	$5.1 million	$417.6 million	adviserinfo.sec.gov
Financial Independence Advisors, LLC	Jacksonville	1	$5.1 million	$189.6 million	adviserinfo.sec.gov
Sandhill Wealth Management, Inc.	Winter Park	2	$4.9 million	$118.5 million	adviserinfo.sec.gov
Peninsula Asset Management Inc	Bradenton	Fewer than 5	$4.9 million	$284.1 million	adviserinfo.sec.gov
Legacy Wealth Advisors, LLC	North Miami Beach	Fewer than 5	$4.8 million	$922.8 million	adviserinfo.sec.gov
CS Advisors Inc.	Boca Raton	2	$4.6 million	$118 million	adviserinfo.sec.gov
Brightwater Advisory, LLC	Tampa	2	$4.6 million	$303.8 million	adviserinfo.sec.gov
Instrumental Wealth, LLC	Tampa	1	$4.3 million	$508 million	adviserinfo.sec.gov
Satovsky Asset Management LLC	West Palm Beach	1	$4.3 million	$974.8 million	adviserinfo.sec.gov
Scala Capital LLC	Miami	1	$4.2 million	$380.5 million	adviserinfo.sec.gov
Certified Advisory Corp	Altamonte Springs	6	$4.1 million	$3.04 billion	adviserinfo.sec.gov
Stillwater Wealth Management Group LLC	Juno Beach	Fewer than 5	$3.7 million	$206.6 million	adviserinfo.sec.gov
Highland Investment Advisors LLC	Ponte Vedra	3	$3.4 million	$368.3 million	adviserinfo.sec.gov
NFSG Corporation	Boca Raton	Fewer than 5	$3.4 million	$1.08 billion	adviserinfo.sec.gov
Goi	Miami	Fewer than 5	$3.2 million	$111.3 million	adviserinfo.sec.gov
Proper Wealth	Tallahassee	11	$2.9 million	$131.8 million	adviserinfo.sec.gov
Indivisible Partners	Clearwater	16	$2.9 million	$2.08 billion	adviserinfo.sec.gov
Parable Wealth Advisors	St Augustine	Fewer than 5	$2.9 million	$176.3 million	adviserinfo.sec.gov
Aviance Capital Partners LLC	Naples	Fewer than 5	$2.9 million	$1.13 billion	adviserinfo.sec.gov
Marquis Wealth Management Group	Fort Myers	12	$2.6 million	$489.2 million	adviserinfo.sec.gov
Koss-Olinger Consulting, LLC.	Gainesville	4	$2.5 million	$2.23 billion	adviserinfo.sec.gov
Code Waechter LLC	Tampa	1	$2.5 million	$409 million	adviserinfo.sec.gov
Sagace Wealth Management	St. Petersburg	1	$2.4 million	$162.7 million	adviserinfo.sec.gov
Kanen Wealth Management LLC	Coconut Creek	4	$2.4 million	$404.6 million	adviserinfo.sec.gov
Waypoints Financial	Sebring	2	$2.4 million	$157.7 million	adviserinfo.sec.gov
Exodus Wealth, LLC	Fort Lauderdale	10	$2.4 million	$483.6 million	adviserinfo.sec.gov
Anchor Wealth Management Group LLC	West Palm Beach	1	$2.3 million	$233 million	adviserinfo.sec.gov
Firestone Capital Management Inc	South Miami	Fewer than 5	$2.2 million	$806.2 million	adviserinfo.sec.gov
Wealth Advisors of Tampa Bay	Tampa	Fewer than 5	$2.2 million	$456.8 million	adviserinfo.sec.gov
Materetsky Financial Group	Boynton Beach	Fewer than 5	$2 million	$720.8 million	adviserinfo.sec.gov
Northbridge Financial Group, LLC	Tampa	Fewer than 5	$1.9 million	$413.1 million	adviserinfo.sec.gov
Bria Capital Group, LLC	Wesley Chapel	Fewer than 5	$1.8 million	$155.1 million	adviserinfo.sec.gov
Parady Wealth Management	The Villages	Fewer than 5	$1.7 million	$145.7 million	adviserinfo.sec.gov
Paulson Wealth Management Inc.	West Palm Beach	Fewer than 5	$1.6 million	$558.9 million	adviserinfo.sec.gov
Wealthtrust Asset Management, LLC	Destin	2	$1.6 million	$217.4 million	adviserinfo.sec.gov
1st Discount Brokerage, Inc.	Lake Worth	1	$1.5 million	$131.4 million	adviserinfo.sec.gov
SFG Wealth Advisors, LLC	Tampa	5	$1.5 million	$187.7 million	adviserinfo.sec.gov
1650 Wealth Management, LLC	Lighthouse Point	1	$1.5 million	$119.7 million	adviserinfo.sec.gov
Williams Wealth Management Group, Inc.	Bradenton	2	$1.5 million	$161 million	adviserinfo.sec.gov
The Baldwin Group Wealth Advisors, LLC	Tampa	1	$1.4 million	$27.28 billion	adviserinfo.sec.gov
Lion Capital Advisors LLC	Miami	Fewer than 5	$1.4 million	$94.8 million	adviserinfo.sec.gov
Flaharty Asset Management, LLC	Clearwater	4	$1.3 million	$901.6 million	adviserinfo.sec.gov
Benchmark Financial Wealth Advisors LLC	Boca Raton	1	$1.3 million	$766.1 million	adviserinfo.sec.gov
J. L. Bainbridge & Co., Inc.	Sarasota	1	$1.3 million	$1.37 billion	adviserinfo.sec.gov
Investment Advisory Group LLC	Sarasota	Fewer than 5	$1.3 million	$1.22 billion	adviserinfo.sec.gov
Dougherty Investment Advisors	Spring Hill	2	$1.3 million	$141.1 million	adviserinfo.sec.gov
Naples Money Management LLC	Naples	5	$1.2 million	$164.4 million	adviserinfo.sec.gov
Fortress Wealth Group	Winter Park	Fewer than 5	$1.2 million	$439.1 million	adviserinfo.sec.gov
Collaborative Wealth	Lake Mary	3	$1.2 million	$653.3 million	adviserinfo.sec.gov
Armada Advisors	Pensacola	Fewer than 5	$1.2 million	$190.3 million	adviserinfo.sec.gov
Orca Wealth Management, LLC	New Port Richey	1	$1.2 million	$224.4 million	adviserinfo.sec.gov
Krusen Capital Management, LLC	West Palm Beach	1	$1.2 million	$255.7 million	adviserinfo.sec.gov
Matthias Private Wealth, LLC	Winter Park	1	$1.1 million	$242.8 million	adviserinfo.sec.gov
Atlantic Family Wealth, LLC	Coral Gables	1	$1.1 million	$210.1 million	adviserinfo.sec.gov
Cypress Capital	Tallahassee	Fewer than 5	$1.1 million	$143.2 million	adviserinfo.sec.gov
Clarity Financial Advisors LLC	St. Petersburg	1	$1 million	$149.5 million	adviserinfo.sec.gov
Canopy 360 Wealth, LLC	Ocala	Fewer than 5	$1 million	$382.8 million	adviserinfo.sec.gov
Burgess Chambers & Associates Inc	Orlando	1	$1 million	$165.9 million	adviserinfo.sec.gov
Andrew Hill Investment Advisors, Inc.	Naples	1	$1 million	$231.3 million	adviserinfo.sec.gov
B&C Financial Advisors	Ponte Vedra Beach	Fewer than 5	$1 million	$626 million	adviserinfo.sec.gov
Covingtonalsina	Jacksonville	3	$1 million	$282.9 million	adviserinfo.sec.gov
Chipser Wealth Management, LLC	Destin	Fewer than 5	$1 million	$140 million	adviserinfo.sec.gov
Together Planning	Gainesville	Fewer than 5	$993,326	$176 million	adviserinfo.sec.gov
Smith Asset Management Co., LLC	Chiefland	2	$980,141	$281.2 million	adviserinfo.sec.gov
Spraker West Wealth Management, Inc	Winter Park	2	$940,025	$265.3 million	adviserinfo.sec.gov
Gallatin & Company, LLC	Vero Beach	Fewer than 5	$912,228	$98.1 million	adviserinfo.sec.gov
Madden Advisory Services, Inc.	Jacksonville	1	$902,961	$291.7 million	adviserinfo.sec.gov
Suncoast Equity Management, LLC	Tampa	Fewer than 5	$891,678	$2.11 billion	adviserinfo.sec.gov
Walsh & Associates, LLC	Sarasota	3	$888,886	$827.7 million	adviserinfo.sec.gov
Financial Trust Asset Management Chartered	Boca Raton	1	$853,448	$141.9 million	adviserinfo.sec.gov
Stronghold Wealth Management L.L.C.	Tampa	1	$852,392	$172.9 million	adviserinfo.sec.gov
Core Wealth Management, Inc.	Jupiter	4	$842,418	$404.7 million	adviserinfo.sec.gov
Asset Planning Corporation	W. Palm Beach	2	$814,791	$104.4 million	adviserinfo.sec.gov
Barr Financial Services, LLC	Winter Park	Fewer than 5	$813,431	$269.2 million	adviserinfo.sec.gov
Win Advisors, Inc	Palm Beach Gardens	6	$788,851	$266.8 million	adviserinfo.sec.gov
Client 1st Advisory Group	Dunedin	Fewer than 5	$786,107	$511.5 million	adviserinfo.sec.gov
Targeted Financial Services, LLC	Seminole	1	$775,328	$353.4 million	adviserinfo.sec.gov
Horowitz & Company, Inc.	Fort Lauderdale	1	$717,106	$180.7 million	adviserinfo.sec.gov
Ars Wealth Advisors	St. Petersburg	1	$692,153	$1.64 billion	adviserinfo.sec.gov
Second Half Financial Partners, LLC	Sebring	1	$685,000	$128 million	adviserinfo.sec.gov
Synergy Investment Management LLC	Altamonte Springs	5	$684,427	$681.5 million	adviserinfo.sec.gov
Global Trust Wealth Management LLC	West Palm Beach	1	$675,838	$213.7 million	adviserinfo.sec.gov
Poinciana Advisors Group, LLC	Palm Beach Gardens	Fewer than 5	$635,894	$396 million	adviserinfo.sec.gov
Tobias Financial Advisors	Plantation	Fewer than 5	$635,508	$1.19 billion	adviserinfo.sec.gov
Mg&A Wealth	Plantation	9	$605,245	$1.02 billion	adviserinfo.sec.gov
Corrales & Co.	Miami	3	$504,383	$174.2 million	adviserinfo.sec.gov
Red Reef Advisors LLC	Boca Raton	2	$469,325	$135 million	adviserinfo.sec.gov
Cambria Wealth Management	Sarasota	Fewer than 5	$450,000	$115.7 million	adviserinfo.sec.gov
Kaufman Rossin Wealth, LLC	Miami	1	$447,164	$506.7 million	adviserinfo.sec.gov
Psi Advisors, LLC	Tampa	4	$413,319	$800.9 million	adviserinfo.sec.gov
Econologics Financial Advisors	Largo	3	$412,734	$183.2 million	adviserinfo.sec.gov
Trillium Wealth LLC	Winter Park	1	$410,314	$544.6 million	adviserinfo.sec.gov
Assuredpartners Investment Advisors	Orlando	Fewer than 5	$406,455	$3.88 billion	adviserinfo.sec.gov
Seven Hills Financial, LLC	Tallahassee	1	$368,751	$280.9 million	adviserinfo.sec.gov
Treasure Coast Financial Planning, Inc.	Vero Beach	3	$357,230	$241.5 million	adviserinfo.sec.gov
Belleair Wealth Management, LLC	Belleair Bluffs	Fewer than 5	$332,424	$111.2 million	adviserinfo.sec.gov
Jake Carris Financial Planning	Orlando	Fewer than 5	$328,034	$109.7 million	adviserinfo.sec.gov
Csenge Advisory Group, LLC	Clearwater	4	$301,301	$3.17 billion	adviserinfo.sec.gov
Trustwell Financial Advisors, LLC	Jacksonville	1	$289,670	$260.8 million	adviserinfo.sec.gov
Vigil Wealth Management, LLC	Ponte Vedra Beach	Fewer than 5	$284,774	$186 million	adviserinfo.sec.gov
Concurrent Investment Advisors, LLC	Tampa	2	$280,256	$15.73 billion	adviserinfo.sec.gov
Base Wealth Management	Lakewood Ranch	1	$276,149	$326.3 million	adviserinfo.sec.gov
Summit Wealth Partners, LLC	Orlando	1	$270,618	$675.7 million	adviserinfo.sec.gov
Oxenfree Financial	Melbourne	5	$257,532	$249.8 million	adviserinfo.sec.gov
Atticus Wealth Management	Palm Beach Gardens	3	$235,700	$565.3 million	adviserinfo.sec.gov
PFG Private Wealth Management, LLC	Lutz	1	$233,218	$289 million	adviserinfo.sec.gov
Tim Looney Investments, LLC	Longwood	1	$217,527	$490.3 million	adviserinfo.sec.gov
Intrepid Capital Management Inc	Jacksonville Beach	1	$207,769	$1.62 billion	adviserinfo.sec.gov
Guerra Wealth Advisors	Miami	1	$203,459	$406.2 million	adviserinfo.sec.gov
Moisand Fitzgerald Tamayo, LLC	Orlando	Fewer than 5	$133,781	$1.35 billion	adviserinfo.sec.gov
Royal Fund Management, LLC	Lady Lake	3	$126,538	$1.56 billion	adviserinfo.sec.gov
Las Olas Capital Wealth LLC	Fort Lauderdale	1	$122,527	$269.1 million	adviserinfo.sec.gov
One Wealth Investors	Boca Raton	Fewer than 5	$119,134	$193.5 million	adviserinfo.sec.gov
Fsa Investment Group, LLC	Pensacola	1	$116,135	$761.8 million	adviserinfo.sec.gov
Golden Road Advisors LLC	Tampa	Fewer than 5	$105,521	$237.7 million	adviserinfo.sec.gov
Bluestar Wealth Management	Lake Mary	1	$100,594	$139.8 million	adviserinfo.sec.gov
Premier Private Wealth Management, LLC	Palm Harbor	1	$86,879	$126.3 million	adviserinfo.sec.gov
Successful Portfolios LLC	Clearwater	Fewer than 5	$82,951	$281.5 million	adviserinfo.sec.gov
Comprehensive Wealth Solutions, LLC	Boca Raton	1	$81,592	$374.3 million	adviserinfo.sec.gov
Campbell Financial Partners, LLC	Fort Myers	Fewer than 5	$76,665	$202.7 million	adviserinfo.sec.gov
Sanchez Wealth Management Group, LLC	Jacksonville	1	$71,851	$571.2 million	adviserinfo.sec.gov
Fogel Capital Management Inc	Stuart	1	$69,000	$436.7 million	adviserinfo.sec.gov
Jacksonville Wealth Management	Jacksonville	Fewer than 5	$58,456	$533.5 million	adviserinfo.sec.gov
Inveris US LLC	Coral Gables	1	$54,127	$568.4 million	adviserinfo.sec.gov
Schaffer & Company Asset Management, Inc.	Jacksonville	1	$34,362	$90.8 million	adviserinfo.sec.gov
Azzendo Wealth Advisors	Coral Gables	2	$34,324	$300.1 million	adviserinfo.sec.gov
Rivernorth Capital Management, LLC	West Palm Beach	1	$10,362	$6.17 billion	adviserinfo.sec.gov
Stonebridge Financial Planning Group, LLC	Orlando	Fewer than 5	$3,372	$329.7 million	adviserinfo.sec.gov
Gunn & Company Investment Management, Inc.	Jacksonville	1	$1,318	$213.5 million	adviserinfo.sec.gov
Ned Davis Research, Inc.	Sarasota	17	Not listed	$2.2 million	adviserinfo.sec.gov

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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.