Data / Investment advisers / Serving corporations and other businesses / Florida

Investment advisers in Florida serving corporations and other businesses: 381 firms

Name: Investment advisers in Florida serving corporations and other businesses: Form ADV data
Creator: SpecStream
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381 SEC registered investment advisers with a main office in Florida report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $157 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.

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381Advisers
$157 billionAUM from this client type
372Advisers over $100 million
November 2, 2026File date

Advisers in Florida serving corporations and other businesses

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. The first 300 of 381 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Raymond James & Associates, Inc.	St. Petersburg	7,358	$40.02 billion	$500.96 billion	adviserinfo.sec.gov
The Baldwin Group Wealth Advisors, LLC	Tampa	431	$18.11 billion	$27.28 billion	adviserinfo.sec.gov
Raymond James Financial Services Advisors, Inc	Saint Petersburg	5,554	$15.46 billion	$390.04 billion	adviserinfo.sec.gov
Capacuity LLC	Lake Mary	121	$11.42 billion	$13.87 billion	adviserinfo.sec.gov
Intech	West Palm Beach	6	$6.15 billion	$15.47 billion	adviserinfo.sec.gov
GQG Partners	Fort Lauderdale	23	$5.05 billion	$163.86 billion	adviserinfo.sec.gov
Third Lake Partners, LLC	Tampa	8	$4.21 billion	$5.97 billion	adviserinfo.sec.gov
Dimension Capital Management LLC	Coral Gables	259	$3.10 billion	$7.29 billion	adviserinfo.sec.gov
Insigneo Advisory Services, LLC	Miami	1,025	$2.61 billion	$5.16 billion	adviserinfo.sec.gov
Imperial Fund Asset Management LLC	Fort Lauderdale	20	$2.32 billion	$6.84 billion	adviserinfo.sec.gov
Corient	Miami	164	$2.19 billion	$165.25 billion	adviserinfo.sec.gov
Doubleline Capital LP	Tampa	3	$2.03 billion	$93.32 billion	adviserinfo.sec.gov
Sanctuary Advisors, LLC	Miami	365	$1.56 billion	$34.88 billion	adviserinfo.sec.gov
3650 REIT Investment Management LLC	Miami	3	$1.45 billion	$2.43 billion	adviserinfo.sec.gov
Eagle Asset Management Inc	St. Petersburg	554	$1.40 billion	$60.65 billion	adviserinfo.sec.gov
Evolution Wealth Advisors, LLC	Aventura	136	$1.34 billion	$1.96 billion	adviserinfo.sec.gov
Credicorp Capital Advisors LLC	Miami	230	$1.14 billion	$1.58 billion	adviserinfo.sec.gov
Hood River Capital Management LLC	Palm Beach Gardens	17	$1.12 billion	$9.45 billion	adviserinfo.sec.gov
Efg Private Wealth Management (Americas) Corp.	Miami	170	$1.11 billion	$2.30 billion	adviserinfo.sec.gov
Sanders Capital, LLC	West Palm Beach	Fewer than 5	$1.10 billion	$122.18 billion	adviserinfo.sec.gov
Cifc Asset Management LLC	Miami	6	$1.10 billion	$44.58 billion	adviserinfo.sec.gov
Deerpath Capital Management, LP	Fort Lauderdale	3	$1.09 billion	$9.03 billion	adviserinfo.sec.gov
Pentwater Capital Management LP	Naples	2	$1.08 billion	$19.26 billion	adviserinfo.sec.gov
Digital Bridge Advisors, LLC	Boca Raton	3	$1.05 billion	$14.60 billion	adviserinfo.sec.gov
Allie Family Office LLC	Miami	21	$930.3 million	$1.32 billion	adviserinfo.sec.gov
Loop Capital Asset Management	Miami	14	$889 million	$10.81 billion	adviserinfo.sec.gov
Harbor Advisors	West Palm Beach	8	$846.8 million	$851.7 million	adviserinfo.sec.gov
Polen Capital Management, LLC	Boca Raton	48	$799.5 million	$24.06 billion	adviserinfo.sec.gov
A&M Private Wealth Partners, LLC	West Palm Beach	9	$781.6 million	$1.83 billion	adviserinfo.sec.gov
Bramshill Investments, LLC	Naples	232	$767.5 million	$8.14 billion	adviserinfo.sec.gov
Azimut Investment Advisors LLC	Miami	187	$735.2 million	$1.00 billion	adviserinfo.sec.gov
Pioneer Family Office, LLC	North Miami Beach	70	$715.7 million	$956.8 million	adviserinfo.sec.gov
GFG Capital	Miami	78	$650 million	$1.01 billion	adviserinfo.sec.gov
Independent Financial Partners	Tampa	707	$615.5 million	$16.29 billion	adviserinfo.sec.gov
Palisades Hudson Asset Management, L.P.	Fort Lauderdale	10	$612.9 million	$1.84 billion	adviserinfo.sec.gov
Mora Capital Management, LLC	Miami	255	$603.9 million	$1.90 billion	adviserinfo.sec.gov
Kovack Advisors, Inc.	Ft. Lauderdale	200	$490.4 million	$6.28 billion	adviserinfo.sec.gov
Brightside Capital Partners LLC	Lantana	1	$472.8 million	$472.8 million	adviserinfo.sec.gov
Indivisible Partners	Clearwater	112	$459.2 million	$2.08 billion	adviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLC	Tampa	59	$451.3 million	$2.45 billion	adviserinfo.sec.gov
Ikalon Advisors LLC	Miami	Fewer than 5	$442.1 million	$442.1 million	adviserinfo.sec.gov
Capital Wealth Planning, LLC	Naples	271	$408.9 million	$17.25 billion	adviserinfo.sec.gov
Brainvest Wealth Management LLC	Miami	74	$399.5 million	$690.9 million	adviserinfo.sec.gov
Whalerock Point Partners, LLC	West Palm Beach	4	$380.2 million	$1.04 billion	adviserinfo.sec.gov
DSM Capital Partners	Palm Beach Gardens	22	$363.3 million	$7.56 billion	adviserinfo.sec.gov
Fidelis Capital	Tampa	12	$359.1 million	$2.28 billion	adviserinfo.sec.gov
Octogone NA	Miami	55	$358.2 million	$469.7 million	adviserinfo.sec.gov
Catenary Alternatives Asset Management, LLC	Miami	1	$353.3 million	$353.3 million	adviserinfo.sec.gov
Aragon Global Management, LP	Miami	1	$343.2 million	$369 million	adviserinfo.sec.gov
Bulltick Wealth Management, LLC	Miami	33	$341.8 million	$1.95 billion	adviserinfo.sec.gov
Amerant Investments, Inc.	Coral Gables	299	$341.3 million	$782.4 million	adviserinfo.sec.gov
Provenance Wealth Advisors	Fort Lauderdale	122	$330.4 million	$3.63 billion	adviserinfo.sec.gov
Remedium Capital Partners	West Palm Beach	1	$319 million	$319 million	adviserinfo.sec.gov
BBVA Global Wealth Advisors, Inc.	Miami	101	$318.9 million	$1.36 billion	adviserinfo.sec.gov
Galapagos Advisory LLC	Miami	125	$317.6 million	$395.7 million	adviserinfo.sec.gov
CV Advisors LLC	Aventura	Fewer than 5	$299.2 million	$15.08 billion	adviserinfo.sec.gov
Klosters Capital	Miami	12	$276.2 million	$495.6 million	adviserinfo.sec.gov
Fairholme Capital Management, L.L.C.	South Miami	15	$251.7 million	$2.14 billion	adviserinfo.sec.gov
Skye Global Management LP	West Palm Beach	Fewer than 5	$249 million	$5.21 billion	adviserinfo.sec.gov
Innova Advisors	Coral Gables	13	$247.4 million	$264.8 million	adviserinfo.sec.gov
XP Advisory US, Inc.	Miami	165	$246.6 million	$792.3 million	adviserinfo.sec.gov
Cibest Capital Advisory Services LLC	Miami	208	$245.3 million	$374.8 million	adviserinfo.sec.gov
III Capital Management	Boca Raton	Fewer than 5	$236.5 million	$88.24 billion	adviserinfo.sec.gov
Bci Securities, Inc.	Miami	107	$234.1 million	$402.2 million	adviserinfo.sec.gov
Douglas Capital Management Inc	Jacksonville	1	$233.9 million	$295.2 million	adviserinfo.sec.gov
J. W. Cole Advisors, Inc.	Tampa	327	$231.5 million	$8.25 billion	adviserinfo.sec.gov
Ekanta Wealth Advisors LLC	Coconut Grove	36	$229.3 million	$306.7 million	adviserinfo.sec.gov
Gables Capital Management, Inc.	Miami	54	$229 million	$438.8 million	adviserinfo.sec.gov
Agamerica Lending LLC	Lakeland	1	$229 million	$1.21 billion	adviserinfo.sec.gov
Spirepoint Private Client, LLC	Vero Beach	55	$228.3 million	$1.44 billion	adviserinfo.sec.gov
Avory & Co.	Miami	28	$227 million	$353.2 million	adviserinfo.sec.gov
Valor Advisors LLC	Miami	Fewer than 5	$213.1 million	$4.01 billion	adviserinfo.sec.gov
Las Olas Capital Wealth LLC	Fort Lauderdale	4	$209.6 million	$269.1 million	adviserinfo.sec.gov
Sunstate Wealth Management LLC	Coral Gables	1	$208.2 million	$209.8 million	adviserinfo.sec.gov
Loyola Asset Management LLC	Coral Gables	22	$202.7 million	$239.9 million	adviserinfo.sec.gov
Invex Advisors LLC	Coral Gables	11	$196.2 million	$759.3 million	adviserinfo.sec.gov
Mariner Institutional, LLC	Winter Park	10	$195.7 million	$2.82 billion	adviserinfo.sec.gov
Fdi Wealth Management, LLC	Miami	160	$191.8 million	$283.8 million	adviserinfo.sec.gov
Deprince, Race & Zollo, Inc.	Winter Park	4	$189.6 million	$5.89 billion	adviserinfo.sec.gov
HQ Capital Private Equity LLC	Miami	2	$184.1 million	$5.40 billion	adviserinfo.sec.gov
Pinvest	Coral Gables	1	$177.2 million	$377.5 million	adviserinfo.sec.gov
Allaria Asset Management, LLC	Miami	15	$175.9 million	$179.6 million	adviserinfo.sec.gov
Power Sustainable Manager US, Inc.	Miami	1	$153.9 million	$1.07 billion	adviserinfo.sec.gov
Green Capital Private Wealth	Miami	1	$150 million	$150 million	adviserinfo.sec.gov
Moran Wealth Management, LLC	Naples	42	$148.9 million	$5.10 billion	adviserinfo.sec.gov
Fourthought Financial Partners, LLC.	Venice	17	$148.6 million	$1.93 billion	adviserinfo.sec.gov
Ucap Americas	Miami	92	$143.6 million	$208.2 million	adviserinfo.sec.gov
Dara Capital US, Inc.	Miami	5	$143 million	$563.1 million	adviserinfo.sec.gov
Cumberland Advisors	Sarasota	13	$141.1 million	$3.22 billion	adviserinfo.sec.gov
L&S Investment Advisors, LLC	Miami	100	$135.6 million	$231.4 million	adviserinfo.sec.gov
Alianza Corp. Investment Advisor	Miami	91	$128.5 million	$204.1 million	adviserinfo.sec.gov
Leste USA, LLC	Miami	2	$126.3 million	$126.3 million	adviserinfo.sec.gov
Finaccess Advisors LLC	Miami	2	$122.8 million	$4.11 billion	adviserinfo.sec.gov
Premia Global Advisors, LLC	Coral Gables	Fewer than 5	$115.7 million	$340.8 million	adviserinfo.sec.gov
Community Capital Management, LLC	Fort Lauderdale	5	$115.2 million	$7.00 billion	adviserinfo.sec.gov
Xendia Wealth LLC	Miami	83	$108.6 million	$475.3 million	adviserinfo.sec.gov
Ki Capital Wealth Management US LLC	Miami	7	$105.6 million	$145.9 million	adviserinfo.sec.gov
Simetria Advisory Group LLC	Miami	44	$105.1 million	$201.6 million	adviserinfo.sec.gov
True Wealth Advisory Group	Miami	33	$102.4 million	$240.1 million	adviserinfo.sec.gov
Timucuan Asset Management Inc	Jacksonville	9	$101.9 million	$3.81 billion	adviserinfo.sec.gov
Proaltus USA	Miami	23	$98.4 million	$645.7 million	adviserinfo.sec.gov
Noesis Capital Management Corp	Boca Raton	11	$98.3 million	$876.9 million	adviserinfo.sec.gov
Dale K. Ehrhart, Inc.	Venice	11	$98 million	$648.8 million	adviserinfo.sec.gov
Leste Capital Partners (Florida), LLC	Miami	6	$83.9 million	$1.61 billion	adviserinfo.sec.gov
International Assets Investment Management, LLC	Orlando	90	$82.7 million	$2.57 billion	adviserinfo.sec.gov
CPS Investment Advisors	Lakeland	31	$80.1 million	$2.89 billion	adviserinfo.sec.gov
Gentrust	Miami	12	$80.1 million	$5.20 billion	adviserinfo.sec.gov
Actitrust Wealth Management LLC	Plantation	21	$80 million	$140.5 million	adviserinfo.sec.gov
Cayside Partners	Jupiter	Fewer than 5	$76.4 million	$438 million	adviserinfo.sec.gov
Arga Investment Management, LP	Miami	Fewer than 5	$75.6 million	$24.57 billion	adviserinfo.sec.gov
Certuity, LLC	North Palm Beach	Fewer than 5	$73.8 million	$3.30 billion	adviserinfo.sec.gov
Cwa Asset Management Group	Naples	43	$71.5 million	$4.51 billion	adviserinfo.sec.gov
Provise Management Group, LLC	Clearwater	20	$71.1 million	$2.03 billion	adviserinfo.sec.gov
Ars Wealth Advisors	St. Petersburg	26	$71 million	$1.64 billion	adviserinfo.sec.gov
Agw Capital Advisors	Tampa	3	$69.6 million	$1.73 billion	adviserinfo.sec.gov
Krusen Capital Management, LLC	West Palm Beach	32	$67.4 million	$255.7 million	adviserinfo.sec.gov
3edge Asset Management, LP	Naples	12	$65.9 million	$1.95 billion	adviserinfo.sec.gov
Kaufman Rossin Wealth, LLC	Miami	7	$65.4 million	$506.7 million	adviserinfo.sec.gov
Gladstone Wealth Partners	Palm Beach Gardens	41	$65.3 million	$5.68 billion	adviserinfo.sec.gov
Csenge Advisory Group, LLC	Clearwater	48	$63.8 million	$3.17 billion	adviserinfo.sec.gov
Nexwealth LLC	Palm Beach Gardens	25	$63.6 million	$172.2 million	adviserinfo.sec.gov
Bowen, Hanes & Co Inc	Ponte Vedra Beach	12	$63.5 million	$4.62 billion	adviserinfo.sec.gov
Lion Capital Advisors LLC	Miami	10	$63.4 million	$94.8 million	adviserinfo.sec.gov
F&V Capital Management, L.L.C.	Boca Raton	18	$63.3 million	$557.8 million	adviserinfo.sec.gov
Camarda Wealth Advisory Group	Fleming Island	20	$63 million	$315.4 million	adviserinfo.sec.gov
Blue Ocean Capital	West Palm Beach	11	$61.5 million	$619.2 million	adviserinfo.sec.gov
Gravitalix Financial	Coral Springs	315	$57.3 million	$395.2 million	adviserinfo.sec.gov
Sky Alpha Asset Advisors	Boca Raton	26	$54.7 million	$216 million	adviserinfo.sec.gov
Koss-Olinger Consulting, LLC.	Gainesville	5	$54.6 million	$2.23 billion	adviserinfo.sec.gov
Barnett Capital Advisors LLC	Miami	39	$53.7 million	$161.1 million	adviserinfo.sec.gov
Tobias Financial Advisors	Plantation	Fewer than 5	$52.2 million	$1.19 billion	adviserinfo.sec.gov
Evensky & Katz/Foldes Wealth Management	Coral Gables	11	$51.1 million	$3.21 billion	adviserinfo.sec.gov
Orca Wealth Management, LLC	New Port Richey	15	$50.8 million	$224.4 million	adviserinfo.sec.gov
Mariva Global Asset Management, LLC	Miami	43	$49.4 million	$129 million	adviserinfo.sec.gov
Triartisan Capital Advisors LLC	West Palm Beach	2	$49.1 million	$1.56 billion	adviserinfo.sec.gov
Alpine Associates Management Inc.	Palm Beach	1	$45.3 million	$2.09 billion	adviserinfo.sec.gov
WLT Partners	Miami	11	$44.9 million	$104.3 million	adviserinfo.sec.gov
Horowitz & Company, Inc.	Fort Lauderdale	6	$44.6 million	$180.7 million	adviserinfo.sec.gov
Unison Asset Management LLC	Aventura	19	$44.5 million	$298.2 million	adviserinfo.sec.gov
Vision One Management Partners, LP	Miami	3	$44.4 million	$393.8 million	adviserinfo.sec.gov
Seaview Investment Managers LLC	Coral Gables	5	$39.9 million	$1.37 billion	adviserinfo.sec.gov
Sawgrass Asset Management LLC	Ponte Vedra Beach	5	$39.7 million	$2.05 billion	adviserinfo.sec.gov
Financial Advisory Partners, LLC	Winter Park	4	$39.5 million	$377.8 million	adviserinfo.sec.gov
The Life Wealth Group	Winter Garden	73	$39.3 million	$490.6 million	adviserinfo.sec.gov
Private Capital Management	Naples	5	$37.5 million	$1.44 billion	adviserinfo.sec.gov
Ibex Wealth Advisors, LLC	West Palm Beach	21	$37.3 million	$1.28 billion	adviserinfo.sec.gov
NFSG Corporation	Boca Raton	40	$36.1 million	$1.08 billion	adviserinfo.sec.gov
Intellus Advisors, LLC	Naples	9	$36 million	$1.35 billion	adviserinfo.sec.gov
Psi Advisors, LLC	Tampa	22	$35.6 million	$800.9 million	adviserinfo.sec.gov
Vigil Wealth Management, LLC	Ponte Vedra Beach	8	$35.5 million	$186 million	adviserinfo.sec.gov
Atticus Wealth Management	Palm Beach Gardens	28	$35.2 million	$565.3 million	adviserinfo.sec.gov
Better Way LLC	Bal Harbour	2	$34.8 million	$107.3 million	adviserinfo.sec.gov
Bayshore Wealth Advisors	Coral Gables	3	$31.1 million	$740.1 million	adviserinfo.sec.gov
Integrity Fixed Income Management	Orlando	1	$31.1 million	$921.5 million	adviserinfo.sec.gov
The High Net Worth Advisory Group, LLC	Naples	8	$30.8 million	$861.7 million	adviserinfo.sec.gov
Global Wealth Management, L.C.	Deerfield Beach	6	$30.3 million	$184.2 million	adviserinfo.sec.gov
Guardsman Private Capital Management, Inc.	Sarasota	7	$29.8 million	$207.9 million	adviserinfo.sec.gov
Aristotle Atlantic Partners, LLC	Sarasota	14	$29.7 million	$2.22 billion	adviserinfo.sec.gov
Flaharty Asset Management, LLC	Clearwater	16	$29.1 million	$901.6 million	adviserinfo.sec.gov
Lifestyle Freedom Advisory Group, LLC	Bradenton	21	$26.5 million	$156.8 million	adviserinfo.sec.gov
G. a. Repple & Company	Casselberry	28	$26.5 million	$716.3 million	adviserinfo.sec.gov
Fsa Investment Group, LLC	Pensacola	4	$25.4 million	$761.8 million	adviserinfo.sec.gov
Global Trust	Palm Beach Gardens	24	$25.2 million	$450.2 million	adviserinfo.sec.gov
Shellman Investment Management, LLC	Coral Gables	1	$24.8 million	$209.6 million	adviserinfo.sec.gov
Stonex International Advisors Inc	Miami	10	$24.5 million	$106.7 million	adviserinfo.sec.gov
Money Concepts Advisory Service	Palm Beach Gardens	51	$24.1 million	$4.07 billion	adviserinfo.sec.gov
Certified Advisory Corp	Altamonte Springs	9	$23.5 million	$3.04 billion	adviserinfo.sec.gov
Haven Private	Orlando	7	$22.5 million	$428.1 million	adviserinfo.sec.gov
B&C Financial Advisors	Ponte Vedra Beach	5	$22.5 million	$626 million	adviserinfo.sec.gov
Allgen Financial Advisors, Inc.	Orlando	35	$22.1 million	$475.2 million	adviserinfo.sec.gov
Guerra Wealth Advisors	Miami	55	$22.1 million	$406.2 million	adviserinfo.sec.gov
Futura Asset Advisors LLC	Coral Gables	2	$21.7 million	$114.8 million	adviserinfo.sec.gov
Madden Advisory Services, Inc.	Jacksonville	3	$21.6 million	$291.7 million	adviserinfo.sec.gov
Royal Fund Management, LLC	Lady Lake	23	$21.5 million	$1.56 billion	adviserinfo.sec.gov
Greenline Wealth Management	Boca Raton	13	$21.3 million	$117 million	adviserinfo.sec.gov
Keyes, Stange & Wooten Wealth Management, LLC	Daytona Beach	8	$21 million	$400.1 million	adviserinfo.sec.gov
Concurrent Investment Advisors, LLC	Tampa	6	$20.8 million	$15.73 billion	adviserinfo.sec.gov
Riverglades Family Offices, LLC	Naples	5	$20.8 million	$221.4 million	adviserinfo.sec.gov
Portfolio Resources Advisor Group, Inc.	Coral Gables	30	$20.7 million	$121.9 million	adviserinfo.sec.gov
Naples Global Advisors	Naples	7	$20.2 million	$2.00 billion	adviserinfo.sec.gov
Singer Wealth Advisors LLC	Boca Raton	5	$20.1 million	$910.6 million	adviserinfo.sec.gov
Aragon Capital LLC	Fort Lauderdale	22	$19.9 million	$349.3 million	adviserinfo.sec.gov
Thomas J. Herzfeld Advisors, Inc.	Miami Beach	9	$19.9 million	$1.34 billion	adviserinfo.sec.gov
Atlantic Family Wealth, LLC	Coral Gables	4	$19.6 million	$210.1 million	adviserinfo.sec.gov
Sandhill Wealth Management, Inc.	Winter Park	9	$19.5 million	$118.5 million	adviserinfo.sec.gov
Neil Jesani Wealth Management	Sunrise	6	$19.3 million	$194.2 million	adviserinfo.sec.gov
Cogent Private Wealth	Orlando	5	$19.1 million	$250.3 million	adviserinfo.sec.gov
Inversiones Sura	Miami	24	$18.8 million	$160.2 million	adviserinfo.sec.gov
Spectra Investment Management, LLC	Stuart	9	$18.7 million	$306.8 million	adviserinfo.sec.gov
Summit Wealth Partners, LLC	Orlando	3	$18.5 million	$675.7 million	adviserinfo.sec.gov
Compass Financial Management LLC	Tampa	39	$18.4 million	$893.8 million	adviserinfo.sec.gov
Unique Wealth, LLC	Tampa	12	$18.2 million	$965.6 million	adviserinfo.sec.gov
Amicorp Wealth Services	Miami	9	$18 million	$188.5 million	adviserinfo.sec.gov
Riverplace Capital Management Inc	Jacksonville	8	$17.7 million	$267.4 million	adviserinfo.sec.gov
GWN Securities Inc.	Palm Beach Gardens	30	$17 million	$4.75 billion	adviserinfo.sec.gov
Cypress Capital	Tallahassee	7	$16.6 million	$143.2 million	adviserinfo.sec.gov
Parable Wealth Advisors	St Augustine	6	$16.5 million	$176.3 million	adviserinfo.sec.gov
Synergy Investment Management LLC	Altamonte Springs	23	$16.3 million	$681.5 million	adviserinfo.sec.gov
Professional Advisory Services Inc	Vero Beach	10	$15.7 million	$1.26 billion	adviserinfo.sec.gov
Destiny Family Office	Tavares	Fewer than 5	$15.3 million	$605.1 million	adviserinfo.sec.gov
Chiron Capital Management, LLC	Tallahassee	16	$15.3 million	$242.6 million	adviserinfo.sec.gov
J. L. Bainbridge & Co., Inc.	Sarasota	7	$14.9 million	$1.37 billion	adviserinfo.sec.gov
MMBG Investment Advisors Co.	Miami	1	$14.8 million	$2.98 billion	adviserinfo.sec.gov
Sound Income Strategies, LLC	Fort Lauderdale	18	$14.7 million	$4.18 billion	adviserinfo.sec.gov
One Wealth Investors	Boca Raton	12	$14.2 million	$193.5 million	adviserinfo.sec.gov
Welcy Capital Advisors LLC	Miami	5	$13.7 million	$225.7 million	adviserinfo.sec.gov
Core Wealth Management, Inc.	Jupiter	9	$13.5 million	$404.7 million	adviserinfo.sec.gov
Coquina Private Wealth Advisors	Port Charlotte	18	$13.3 million	$417.6 million	adviserinfo.sec.gov
Miura Investment Advisors, Inc	Miami	10	$13.3 million	$391.8 million	adviserinfo.sec.gov
Collaborative Wealth	Lake Mary	8	$13.2 million	$653.3 million	adviserinfo.sec.gov
Yandell Investments, LLC	Orlando	Fewer than 5	$13.1 million	$171 million	adviserinfo.sec.gov
Good Life Advisors, LLC	Celebration	73	$13 million	$4.35 billion	adviserinfo.sec.gov
Suncoast Equity Management, LLC	Tampa	13	$12.7 million	$2.11 billion	adviserinfo.sec.gov
Greenwood Family Advisors LLC	Miami	1	$12.4 million	$327.1 million	adviserinfo.sec.gov
Borderless Management LLC	Clermont	1	$12.3 million	$345.4 million	adviserinfo.sec.gov
Chipser Wealth Management, LLC	Destin	Fewer than 5	$12 million	$140 million	adviserinfo.sec.gov
Poinciana Advisors Group, LLC	Palm Beach Gardens	Fewer than 5	$11.8 million	$396 million	adviserinfo.sec.gov
Instrumental Wealth, LLC	Tampa	3	$11.5 million	$508 million	adviserinfo.sec.gov
Trillium Wealth LLC	Winter Park	3	$11 million	$544.6 million	adviserinfo.sec.gov
Econologics Financial Advisors	Largo	34	$10.9 million	$183.2 million	adviserinfo.sec.gov
Stillwater Wealth Management Group LLC	Juno Beach	13	$10.8 million	$206.6 million	adviserinfo.sec.gov
Harvey Capital Management Inc	Palm Beach	2	$10.7 million	$579.4 million	adviserinfo.sec.gov
Mg&A Wealth	Plantation	2	$10.6 million	$1.02 billion	adviserinfo.sec.gov
Lyons Investment Management	Winter Park	2	$10.6 million	$73.1 million	adviserinfo.sec.gov
Advantage Wealth Partners	Fort Myers	6	$10.4 million	$675.5 million	adviserinfo.sec.gov
Opinicus	Tampa	12	$9.9 million	$297.1 million	adviserinfo.sec.gov
Bridges Capital LLC	Fort Lauderdale	6	$9.8 million	$251.6 million	adviserinfo.sec.gov
Andrew Hill Investment Advisors, Inc.	Naples	8	$9.5 million	$231.3 million	adviserinfo.sec.gov
Flavin Financial Services, Inc.	Melbourne	Fewer than 5	$9.4 million	$205 million	adviserinfo.sec.gov
Assuredpartners Investment Advisors	Orlando	11	$9.3 million	$3.88 billion	adviserinfo.sec.gov
Noctua International WMG, LLC	Miami	4	$9.3 million	$474.5 million	adviserinfo.sec.gov
Satovsky Asset Management LLC	West Palm Beach	4	$9.2 million	$974.8 million	adviserinfo.sec.gov
Waterstone Financial Advisory LLC	Fort Myers	5	$9.2 million	$262.5 million	adviserinfo.sec.gov
Solist Financial	Tampa	2	$8.9 million	$130.1 million	adviserinfo.sec.gov
Treasure Coast Financial Planning, Inc.	Vero Beach	14	$8.9 million	$241.5 million	adviserinfo.sec.gov
Fellowship Financial Group	Maitland	3	$8.6 million	$175.9 million	adviserinfo.sec.gov
Aurora Investment Managers, LLC	Naples	4	$8.4 million	$358.7 million	adviserinfo.sec.gov
Financial Independence Advisors, LLC	Jacksonville	3	$7.7 million	$189.6 million	adviserinfo.sec.gov
Forza Wealth Management	Sarasota	Fewer than 5	$7.3 million	$422.4 million	adviserinfo.sec.gov
U.S. Cherry LLC	St. Petersburg	7	$7.2 million	$8.3 million	adviserinfo.sec.gov
Fortress Wealth Group	Winter Park	13	$7 million	$439.1 million	adviserinfo.sec.gov
Cassedy Financial Group, Inc.	Tampa	10	$6.9 million	$248.4 million	adviserinfo.sec.gov
Inveris US LLC	Coral Gables	11	$6.9 million	$568.4 million	adviserinfo.sec.gov
Firestone Capital Management Inc	South Miami	Fewer than 5	$6.5 million	$806.2 million	adviserinfo.sec.gov
Moseley Investment Management, Inc.	Bradention	5	$6.2 million	$456.8 million	adviserinfo.sec.gov
Aft, Forsyth & Sober, LLC	Valrico	Fewer than 5	$6.1 million	$368.5 million	adviserinfo.sec.gov
Invenio Wealth Partners, LLC	Coral Gables	8	$6 million	$364 million	adviserinfo.sec.gov
Edmp, Inc.	Lutz	1	$5.9 million	$147.4 million	adviserinfo.sec.gov
QTR Family Wealth, LLC	Lake Mary	8	$5.9 million	$749.3 million	adviserinfo.sec.gov
Saltmarsh Financial Advisors, LLC	Pensacola	4	$5.5 million	$356.5 million	adviserinfo.sec.gov
Alhambra Investment Management LLC	Palmetto Bay	Fewer than 5	$5.4 million	$320.2 million	adviserinfo.sec.gov
Turner Financial Group, Inc.	Pace	Fewer than 5	$5.3 million	$229.6 million	adviserinfo.sec.gov
Mar Wealth Management Services, LLC	West Palm Beach	2	$5.1 million	$125.1 million	adviserinfo.sec.gov
Ullmann Wealth Partners	Jacksonville Beach	2	$5.1 million	$1.25 billion	adviserinfo.sec.gov
Disciplined Equity Management, Inc.	Neptune Beach	5	$5 million	$521 million	adviserinfo.sec.gov
1650 Wealth Management, LLC	Lighthouse Point	1	$5 million	$119.7 million	adviserinfo.sec.gov
Entelevest, LLC	Coral Gables	6	$4.9 million	$147 million	adviserinfo.sec.gov
Washburn Capital Management Inc.	Vero Beach	4	$4.7 million	$253.6 million	adviserinfo.sec.gov
Amerity Wealth Management, LLC	Lakeland	2	$4.6 million	$338.8 million	adviserinfo.sec.gov
Saul Wealth Advisors, LLC	Miami	Fewer than 5	$4.6 million	$201.5 million	adviserinfo.sec.gov
Pullen Investment Management	Bradenton	Fewer than 5	$4.5 million	$221 million	adviserinfo.sec.gov
Grand Central Investment Group, LLC	Tampa	5	$4.4 million	$196.2 million	adviserinfo.sec.gov
Cyndeo Wealth Partners	St. Petersburg	4	$4.2 million	$3.15 billion	adviserinfo.sec.gov
Walsh & Associates, LLC	Sarasota	5	$4.2 million	$827.7 million	adviserinfo.sec.gov
Sanchez Wealth Management Group, LLC	Jacksonville	4	$4.2 million	$571.2 million	adviserinfo.sec.gov
Global Assets Advisory, LLC	Orlando	16	$4.1 million	$551.7 million	adviserinfo.sec.gov
Aegis Wealth Management, LLC	Maitland	Fewer than 5	$4 million	$190.4 million	adviserinfo.sec.gov
401k Generation	Altamonte Springs,	Fewer than 5	$3.9 million	$156.4 million	adviserinfo.sec.gov
Wealthtrust Asset Management, LLC	Destin	3	$3.9 million	$217.4 million	adviserinfo.sec.gov
Intrepid Capital Management Inc	Jacksonville Beach	8	$3.8 million	$1.62 billion	adviserinfo.sec.gov
Caleo Capital N.A. LLC	Ponte Vedra	Fewer than 5	$3.8 million	$111.8 million	adviserinfo.sec.gov
Jacksonville Wealth Management	Jacksonville	14	$3.8 million	$533.5 million	adviserinfo.sec.gov
Ceredex Value Advisors LLC	Winter Park	Fewer than 5	$3.7 million	$3.43 billion	adviserinfo.sec.gov
Dakota Wealth, LLC	Palm Beach Gardens	9	$3.7 million	$6.94 billion	adviserinfo.sec.gov
Angelus Investment Consulting, Inc.	Coral Gables	3	$3.6 million	$226 million	adviserinfo.sec.gov
Global Wealth Management Investment Advisory, Inc.	Fort Lauderdale	2	$3.6 million	$722.8 million	adviserinfo.sec.gov
Benchmark Financial Wealth Advisors LLC	Boca Raton	2	$3.5 million	$766.1 million	adviserinfo.sec.gov
Stewardship Advisory Group, LLC	Clermont	3	$3.4 million	$321.9 million	adviserinfo.sec.gov
Ample Wealth Partners LLC	Orlando	3	$3.3 million	$25.4 million	adviserinfo.sec.gov
Prince Asset Management, Inc.	Sarasota	2	$3.3 million	$137.7 million	adviserinfo.sec.gov
Merited Wealth, LLC	North Bay Village	1	$3.2 million	$186.1 million	adviserinfo.sec.gov
Howland and Associates, LLC	St Petersburg	4	$3 million	$138.7 million	adviserinfo.sec.gov
Wealthgen Advisors, LLC	Sarasota	6	$3 million	$146.6 million	adviserinfo.sec.gov
Reality Financial Planning Services, LLC	Sarasota	Fewer than 5	$3 million	$125.9 million	adviserinfo.sec.gov
Global Financial Private Client	Sarasota	Fewer than 5	$3 million	$828.3 million	adviserinfo.sec.gov
Stonebridge Financial Planning Group, LLC	Orlando	Fewer than 5	$3 million	$329.7 million	adviserinfo.sec.gov
Storge	Coral Gables	1	$2.9 million	$866.6 million	adviserinfo.sec.gov
Wealth Advisors of Tampa Bay	Tampa	Fewer than 5	$2.9 million	$456.8 million	adviserinfo.sec.gov
Win Advisors, Inc	Palm Beach Gardens	7	$2.7 million	$266.8 million	adviserinfo.sec.gov
Matthias Private Wealth, LLC	Winter Park	2	$2.7 million	$242.8 million	adviserinfo.sec.gov
Brightwater Advisory, LLC	Tampa	7	$2.7 million	$303.8 million	adviserinfo.sec.gov
Client 1st Advisory Group	Dunedin	Fewer than 5	$2.6 million	$511.5 million	adviserinfo.sec.gov
Ralicki Wealth Management & Trust Services	Stuart	4	$2.5 million	$129 million	adviserinfo.sec.gov
Smith Asset Management Co., LLC	Chiefland	8	$2.4 million	$281.2 million	adviserinfo.sec.gov
Advus Financial Partners, LLC	Winter Park	Fewer than 5	$2.4 million	$3.97 billion	adviserinfo.sec.gov
Manna Wealth Management	Miami Beach	Fewer than 5	$2.2 million	$146.1 million	adviserinfo.sec.gov
Convergence Investment Partners, LLC	Palm Beach Gardens	Fewer than 5	$2.1 million	$523.6 million	adviserinfo.sec.gov
Financial Designs Wealth Management	Miami	4	$2.1 million	$261.2 million	adviserinfo.sec.gov
Strategic Asset Management Group Advisors	Pompano Beach	1	$2.1 million	$416.5 million	adviserinfo.sec.gov
Miller Value Partners, LLC	Sarasota	1	$2 million	$418.2 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.