Data / Investment advisers / Serving state and municipal governments / Florida
Investment advisers in Florida serving state and municipal governments: 45 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
45 SEC registered investment advisers with a main office in Florida report state and municipal governments among their clients in Form ADV item 5.D, and together they attribute $59.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is GQG Partners.
The request: Every investment adviser in Florida that serves state and municipal governments, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 45Advisers
- $59.5 billionAUM from this client type
- 42Advisers over $100 million
- November 2, 2026File date
Advisers in Florida serving state and municipal governments
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 |
|---|---|---|---|---|---|
| GQG Partners | Fort Lauderdale | 9 | $9.04 billion | $163.86 billion | adviserinfo.sec.gov |
| Deep Blue Investment Advisors | Tampa | 25 | $8.58 billion | $18.16 billion | adviserinfo.sec.gov |
| Doubleline Capital LP | Tampa | 14 | $7.45 billion | $93.32 billion | adviserinfo.sec.gov |
| Arga Investment Management, LP | Miami | 26 | $7.30 billion | $24.57 billion | adviserinfo.sec.gov |
| Raymond James & Associates, Inc. | St. Petersburg | 117 | $4.82 billion | $500.96 billion | adviserinfo.sec.gov |
| Bowen, Hanes & Co Inc | Ponte Vedra Beach | 15 | $3.86 billion | $4.62 billion | adviserinfo.sec.gov |
| Loop Capital Asset Management | Miami | 18 | $1.83 billion | $10.81 billion | adviserinfo.sec.gov |
| Polen Capital Management, LLC | Boca Raton | 26 | $1.65 billion | $24.06 billion | adviserinfo.sec.gov |
| Deprince, Race & Zollo, Inc. | Winter Park | 33 | $1.53 billion | $5.89 billion | adviserinfo.sec.gov |
| Assuredpartners Investment Advisors | Orlando | Fewer than 5 | $1.29 billion | $3.88 billion | adviserinfo.sec.gov |
| DSM Capital Partners | Palm Beach Gardens | 4 | $1.20 billion | $7.56 billion | adviserinfo.sec.gov |
| Sawgrass Asset Management LLC | Ponte Vedra Beach | 41 | $1.12 billion | $2.05 billion | adviserinfo.sec.gov |
| Hood River Capital Management LLC | Palm Beach Gardens | 8 | $1.08 billion | $9.45 billion | adviserinfo.sec.gov |
| Eagle Asset Management Inc | St. Petersburg | 30 | $1.04 billion | $60.65 billion | adviserinfo.sec.gov |
| Fai Capital Management | Tampa | 7 | $842.1 million | $842.1 million | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | Fewer than 5 | $735.5 million | $4.61 billion | adviserinfo.sec.gov |
| Channing Global Advisors, LLC | Fort Lauderdale | 9 | $726 million | $1.11 billion | adviserinfo.sec.gov |
| Intech | West Palm Beach | Fewer than 5 | $699.6 million | $15.47 billion | adviserinfo.sec.gov |
| Gramercy Funds Management LLC | West Palm Beach | Fewer than 5 | $568.5 million | $8.69 billion | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | 36 | $517.5 million | $921.5 million | adviserinfo.sec.gov |
| Ceredex Value Advisors LLC | Winter Park | 8 | $501.2 million | $3.43 billion | adviserinfo.sec.gov |
| Cifc Asset Management LLC | Miami | 3 | $497 million | $44.58 billion | adviserinfo.sec.gov |
| Mariner Institutional, LLC | Winter Park | 8 | $456.8 million | $2.82 billion | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | Fewer than 5 | $413.7 million | $15.98 billion | adviserinfo.sec.gov |
| Anderson Financial Partners, Inc. | Ponte Vedra | 4 | $352 million | $1.52 billion | adviserinfo.sec.gov |
| The Baldwin Group Wealth Advisors, LLC | Tampa | 1 | $268 million | $27.28 billion | adviserinfo.sec.gov |
| Kovack Advisors, Inc. | Ft. Lauderdale | 5 | $198.6 million | $6.28 billion | adviserinfo.sec.gov |
| Community Capital Management, LLC | Fort Lauderdale | Fewer than 5 | $189.5 million | $7.00 billion | adviserinfo.sec.gov |
| Sanders Capital, LLC | West Palm Beach | Fewer than 5 | $145.9 million | $122.18 billion | adviserinfo.sec.gov |
| Ceeto Capital Group, LLC | Coral Gables | 1 | $117 million | $531.4 million | adviserinfo.sec.gov |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg | 22 | $95.4 million | $390.04 billion | adviserinfo.sec.gov |
| Burgess Chambers & Associates Inc | Orlando | 2 | $90.4 million | $165.9 million | adviserinfo.sec.gov |
| RVX Asset Management LLC | Aventura | Fewer than 5 | $77 million | $96.8 million | adviserinfo.sec.gov |
| Lri Investments | Palm Beach Gardens | 1 | $73.1 million | $2.78 billion | adviserinfo.sec.gov |
| Cumberland Advisors | Sarasota | 5 | $65.6 million | $3.22 billion | adviserinfo.sec.gov |
| Augustine Asset Management Inc | Jacksonville | 1 | $18.6 million | $783.3 million | adviserinfo.sec.gov |
| Certified Advisory Corp | Altamonte Springs | 2 | $15.9 million | $3.04 billion | adviserinfo.sec.gov |
| Riverplace Capital Management Inc | Jacksonville | Fewer than 5 | $11.9 million | $267.4 million | adviserinfo.sec.gov |
| Unison Asset Management LLC | Aventura | 2 | $11.6 million | $298.2 million | adviserinfo.sec.gov |
| Global Trust | Palm Beach Gardens | Fewer than 5 | $8.4 million | $450.2 million | adviserinfo.sec.gov |
| Premier Private Wealth Management, LLC | Palm Harbor | 1 | $643,657 | $126.3 million | adviserinfo.sec.gov |
| Schorn Wealth | Englewood | 1 | $457,545 | $392.4 million | adviserinfo.sec.gov |
| Smith Asset Management Co., LLC | Chiefland | 1 | $88,564 | $281.2 million | adviserinfo.sec.gov |
| Ned Davis Research, Inc. | Sarasota | 24 | Not listed | $2.2 million | adviserinfo.sec.gov |
| Remotiv / Financial Soundings | Coconut Grove | 6 | Not listed | Not listed | 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.