Data / Investment advisers / Serving high net worth individuals / Florida

Investment advisers in Florida serving high net worth individuals: 670 firms

Name: Investment advisers in Florida serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

670 SEC registered investment advisers with a main office in Florida report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $1 trillion 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.

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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670Advisers
$1 trillionAUM from this client type
648Advisers over $100 million
November 2, 2026File date

Advisers in Florida serving high net worth individuals

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 670 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Raymond James & Associates, Inc.	St. Petersburg	99,598	$288.72 billion	$500.96 billion	adviserinfo.sec.gov
Raymond James Financial Services Advisors, Inc	Saint Petersburg	91,402	$230.85 billion	$390.04 billion	adviserinfo.sec.gov
Corient	Miami	19,571	$155.03 billion	$165.25 billion	adviserinfo.sec.gov
Sanctuary Advisors, LLC	Miami	4,425	$22.90 billion	$34.88 billion	adviserinfo.sec.gov
We Family Offices	Coral Gables	112	$17.75 billion	$17.75 billion	adviserinfo.sec.gov
CV Advisors LLC	Aventura	145	$13.11 billion	$15.08 billion	adviserinfo.sec.gov
Concurrent Investment Advisors, LLC	Tampa	3,009	$11.66 billion	$15.73 billion	adviserinfo.sec.gov
Independent Financial Partners	Tampa	18,190	$8.36 billion	$16.29 billion	adviserinfo.sec.gov
Eagle Asset Management Inc	St. Petersburg	6,250	$7.26 billion	$60.65 billion	adviserinfo.sec.gov
Yale Capital Corp.	St. Petersburg	118	$5.62 billion	$5.62 billion	adviserinfo.sec.gov
Facet	West Palm Beach	2,873	$5.21 billion	$8.69 billion	adviserinfo.sec.gov
Gentrust	Miami	237	$5.00 billion	$5.20 billion	adviserinfo.sec.gov
Dakota Wealth, LLC	Palm Beach Gardens	1,287	$4.66 billion	$6.94 billion	adviserinfo.sec.gov
Moran Wealth Management, LLC	Naples	981	$4.57 billion	$5.10 billion	adviserinfo.sec.gov
Cwa Asset Management Group	Naples	923	$3.91 billion	$4.51 billion	adviserinfo.sec.gov
Archpoint Investors	Coral Gables	27	$3.86 billion	$4.13 billion	adviserinfo.sec.gov
Gladstone Wealth Partners	Palm Beach Gardens	2,213	$3.78 billion	$5.68 billion	adviserinfo.sec.gov
Valor Advisors LLC	Miami	66	$3.73 billion	$4.01 billion	adviserinfo.sec.gov
Bramshill Investments, LLC	Naples	2,192	$3.17 billion	$8.14 billion	adviserinfo.sec.gov
Gryphon Wealth	Jacksonville	402	$3.13 billion	$3.24 billion	adviserinfo.sec.gov
MMBG Investment Advisors Co.	Miami	136	$2.95 billion	$2.98 billion	adviserinfo.sec.gov
Evensky & Katz/Foldes Wealth Management	Coral Gables	763	$2.90 billion	$3.21 billion	adviserinfo.sec.gov
Cyndeo Wealth Partners	St. Petersburg	575	$2.88 billion	$3.15 billion	adviserinfo.sec.gov
L 1 Global Wealth LLC	Coconut Grove	17	$2.81 billion	$2.81 billion	adviserinfo.sec.gov
Kovack Advisors, Inc.	Ft. Lauderdale	1,590	$2.78 billion	$6.28 billion	adviserinfo.sec.gov
J. W. Cole Advisors, Inc.	Tampa	1,261	$2.75 billion	$8.25 billion	adviserinfo.sec.gov
Timucuan Asset Management Inc	Jacksonville	573	$2.72 billion	$3.81 billion	adviserinfo.sec.gov
Capital Wealth Planning, LLC	Naples	1,066	$2.61 billion	$17.25 billion	adviserinfo.sec.gov
Certuity, LLC	North Palm Beach	413	$2.39 billion	$3.30 billion	adviserinfo.sec.gov
Certified Advisory Corp	Altamonte Springs	1,001	$2.06 billion	$3.04 billion	adviserinfo.sec.gov
Koss-Olinger Consulting, LLC.	Gainesville	378	$2.02 billion	$2.23 billion	adviserinfo.sec.gov
Csenge Advisory Group, LLC	Clearwater	831	$2.01 billion	$3.17 billion	adviserinfo.sec.gov
Heritage Investment Group, Inc.	Pompano Beach	444	$1.98 billion	$2.23 billion	adviserinfo.sec.gov
Naples Global Advisors	Naples	252	$1.92 billion	$2.00 billion	adviserinfo.sec.gov
Provenance Wealth Advisors	Fort Lauderdale	524	$1.91 billion	$3.63 billion	adviserinfo.sec.gov
Fidelis Capital	Tampa	175	$1.88 billion	$2.28 billion	adviserinfo.sec.gov
Lri Investments	Palm Beach Gardens	213	$1.82 billion	$2.78 billion	adviserinfo.sec.gov
Provise Management Group, LLC	Clearwater	626	$1.75 billion	$2.03 billion	adviserinfo.sec.gov
CPS Investment Advisors	Lakeland	647	$1.69 billion	$2.89 billion	adviserinfo.sec.gov
Evertern Wealth, LLC	Naples	173	$1.55 billion	$1.56 billion	adviserinfo.sec.gov
International Assets Investment Management, LLC	Orlando	2,073	$1.54 billion	$2.57 billion	adviserinfo.sec.gov
Fourthought Financial Partners, LLC.	Venice	401	$1.54 billion	$1.93 billion	adviserinfo.sec.gov
Bulltick Wealth Management, LLC	Miami	198	$1.54 billion	$1.95 billion	adviserinfo.sec.gov
Sierra Capital LLC	Miami	76	$1.53 billion	$1.61 billion	adviserinfo.sec.gov
Indivisible Partners	Clearwater	320	$1.52 billion	$2.08 billion	adviserinfo.sec.gov
Good Life Advisors, LLC	Celebration	789	$1.46 billion	$4.35 billion	adviserinfo.sec.gov
Insigneo Advisory Services, LLC	Miami	402	$1.46 billion	$5.16 billion	adviserinfo.sec.gov
Activest Wealth Management, LLC	Aventura	301	$1.41 billion	$1.46 billion	adviserinfo.sec.gov
Founders Family Office	Miami	10	$1.40 billion	$1.40 billion	adviserinfo.sec.gov
Slatestone Wealth LLC	Jupiter	305	$1.38 billion	$1.76 billion	adviserinfo.sec.gov
Polen Capital Management, LLC	Boca Raton	1,347	$1.37 billion	$24.06 billion	adviserinfo.sec.gov
Agw Capital Advisors	Tampa	92	$1.37 billion	$1.73 billion	adviserinfo.sec.gov
Ars Wealth Advisors	St. Petersburg	459	$1.36 billion	$1.64 billion	adviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLC	Tampa	391	$1.35 billion	$2.45 billion	adviserinfo.sec.gov
Fifth Avenue Family Office	Naples	9	$1.34 billion	$1.35 billion	adviserinfo.sec.gov
Bigsur Partners, LLC	Miami	79	$1.28 billion	$1.28 billion	adviserinfo.sec.gov
DSM Capital Partners	Palm Beach Gardens	410	$1.23 billion	$7.56 billion	adviserinfo.sec.gov
Element Pointe Family Office	Miami	52	$1.21 billion	$1.22 billion	adviserinfo.sec.gov
Palisades Hudson Asset Management, L.P.	Fort Lauderdale	96	$1.20 billion	$1.84 billion	adviserinfo.sec.gov
Mora Capital Management, LLC	Miami	170	$1.18 billion	$1.90 billion	adviserinfo.sec.gov
J. L. Bainbridge & Co., Inc.	Sarasota	350	$1.17 billion	$1.37 billion	adviserinfo.sec.gov
Spirepoint Private Client, LLC	Vero Beach	930	$1.15 billion	$1.44 billion	adviserinfo.sec.gov
Ab2 Capital Partners LLC	Hollywood	Fewer than 5	$1.15 billion	$1.15 billion	adviserinfo.sec.gov
Ullmann Wealth Partners	Jacksonville Beach	304	$1.15 billion	$1.25 billion	adviserinfo.sec.gov
Moisand Fitzgerald Tamayo, LLC	Orlando	389	$1.13 billion	$1.35 billion	adviserinfo.sec.gov
Ibex Wealth Advisors, LLC	West Palm Beach	400	$1.11 billion	$1.28 billion	adviserinfo.sec.gov
Finaccess Advisors LLC	Miami	75	$1.08 billion	$4.11 billion	adviserinfo.sec.gov
American Financial Advisors Inc	Winter Park	421	$1.07 billion	$1.28 billion	adviserinfo.sec.gov
Baron Silver Stevens Financial Advisors, LLC	Boca Raton	438	$1.07 billion	$1.20 billion	adviserinfo.sec.gov
Aviance Capital Partners LLC	Naples	210	$1.04 billion	$1.13 billion	adviserinfo.sec.gov
Fitzroy Investment Advisors LLC	Aventura	81	$1.04 billion	$1.04 billion	adviserinfo.sec.gov
Professional Advisory Services Inc	Vero Beach	252	$1.02 billion	$1.26 billion	adviserinfo.sec.gov
Tobias Financial Advisors	Plantation	232	$1.01 billion	$1.19 billion	adviserinfo.sec.gov
Money Concepts Advisory Service	Palm Beach Gardens	511	$993.5 million	$4.07 billion	adviserinfo.sec.gov
Ciccarelli Advisory Services Inc	Naples	546	$971.2 million	$1.59 billion	adviserinfo.sec.gov
A&M Private Wealth Partners, LLC	West Palm Beach	34	$970 million	$1.83 billion	adviserinfo.sec.gov
Dimension Capital Management LLC	Coral Gables	103	$953.8 million	$7.29 billion	adviserinfo.sec.gov
Private Capital Management	Naples	302	$923 million	$1.44 billion	adviserinfo.sec.gov
Legacy Wealth Advisors, LLC	North Miami Beach	16	$916.5 million	$922.8 million	adviserinfo.sec.gov
BBVA Global Wealth Advisors, Inc.	Miami	582	$910.6 million	$1.36 billion	adviserinfo.sec.gov
Satovsky Asset Management LLC	West Palm Beach	149	$887.5 million	$974.8 million	adviserinfo.sec.gov
Tiempo Capital Partners	Miami	65	$884.9 million	$911 million	adviserinfo.sec.gov
Jackson Wealth Management, LLC	Lake Mary	278	$869.2 million	$1.07 billion	adviserinfo.sec.gov
Intellus Advisors, LLC	Naples	157	$867.7 million	$1.35 billion	adviserinfo.sec.gov
Storge	Coral Gables	69	$863.7 million	$866.6 million	adviserinfo.sec.gov
Rainey & Randall Wealth Advisors, Inc.	Celebration	196	$862.3 million	$918.2 million	adviserinfo.sec.gov
GWN Securities Inc.	Palm Beach Gardens	2,217	$850.3 million	$4.75 billion	adviserinfo.sec.gov
Advus Financial Partners, LLC	Winter Park	140	$849.9 million	$3.97 billion	adviserinfo.sec.gov
Dock Street Asset Management Inc	Palm Beach	90	$848.7 million	$1.11 billion	adviserinfo.sec.gov
Mg&A Wealth	Plantation	231	$833.7 million	$1.02 billion	adviserinfo.sec.gov
Assuredpartners Investment Advisors	Orlando	381	$791.6 million	$3.88 billion	adviserinfo.sec.gov
Sound Income Strategies, LLC	Fort Lauderdale	473	$786.2 million	$4.18 billion	adviserinfo.sec.gov
Global Financial Private Client	Sarasota	95	$782.1 million	$828.3 million	adviserinfo.sec.gov
Omnia Family Wealth, LLC	Aventura	92	$780.9 million	$994.6 million	adviserinfo.sec.gov
Althum Advisors LLC	Miami	57	$766.8 million	$2.03 billion	adviserinfo.sec.gov
Fortress Wealth Planning	Jacksonville Beach	80	$757.8 million	$793.9 million	adviserinfo.sec.gov
Suncoast Equity Management, LLC	Tampa	168	$752.8 million	$2.11 billion	adviserinfo.sec.gov
Flaharty Asset Management, LLC	Clearwater	556	$741.1 million	$901.6 million	adviserinfo.sec.gov
Efg Private Wealth Management (Americas) Corp.	Miami	205	$735.5 million	$2.30 billion	adviserinfo.sec.gov
Fiduciary Family Office, LLC	Boca Raton	46	$724.6 million	$747.7 million	adviserinfo.sec.gov
QTR Family Wealth, LLC	Lake Mary	144	$722.8 million	$749.3 million	adviserinfo.sec.gov
Cumberland Advisors	Sarasota	206	$718 million	$3.22 billion	adviserinfo.sec.gov
Saaga	Miami	22	$717.5 million	$717.5 million	adviserinfo.sec.gov
Firestone Capital Management Inc	South Miami	192	$715.6 million	$806.2 million	adviserinfo.sec.gov
Lighthouse Financial	Saint Petersburg	48	$711.9 million	$755.6 million	adviserinfo.sec.gov
Destiny Wealth Partners, LLC	Tavares	238	$707.7 million	$947.3 million	adviserinfo.sec.gov
Bayshore Wealth Advisors	Coral Gables	94	$697.4 million	$740.1 million	adviserinfo.sec.gov
Maximai Investment Partners, LLC	Coral Gables	159	$694.5 million	$695.8 million	adviserinfo.sec.gov
Noesis Capital Management Corp	Boca Raton	181	$683.7 million	$876.9 million	adviserinfo.sec.gov
3edge Asset Management, LP	Naples	356	$678.7 million	$1.95 billion	adviserinfo.sec.gov
Calton & Associates, Inc.	Tampa	278	$646.2 million	$1.58 billion	adviserinfo.sec.gov
Augustine Asset Management Inc	Jacksonville	61	$646.1 million	$783.3 million	adviserinfo.sec.gov
Hudson Value Partners, LLC	Palm Beach	119	$643.7 million	$678.3 million	adviserinfo.sec.gov
Morangie Management LLC	Vero Beach	96	$633.5 million	$706 million	adviserinfo.sec.gov
Andbanc Advisory LLC	Miami	377	$629.1 million	$806.5 million	adviserinfo.sec.gov
Whalerock Point Partners, LLC	West Palm Beach	75	$628.5 million	$1.04 billion	adviserinfo.sec.gov
Centrica Wealth Management	Miami	14	$627.4 million	$627.4 million	adviserinfo.sec.gov
Unique Wealth, LLC	Tampa	276	$625.6 million	$965.6 million	adviserinfo.sec.gov
Investment Advisory Group LLC	Sarasota	275	$624.3 million	$1.22 billion	adviserinfo.sec.gov
Vizcaya Capital, LLC	Miami	345	$619.8 million	$631.4 million	adviserinfo.sec.gov
Walsh & Associates, LLC	Sarasota	487	$615.5 million	$827.7 million	adviserinfo.sec.gov
Alti Wealth Management (US International), Inc.	Coral Gables	36	$611.4 million	$690.9 million	adviserinfo.sec.gov
Evolution Wealth Advisors, LLC	Aventura	238	$601.2 million	$1.96 billion	adviserinfo.sec.gov
The High Net Worth Advisory Group, LLC	Naples	89	$591.7 million	$861.7 million	adviserinfo.sec.gov
Powell Investment Advisors, LLC	Miami	59	$586.7 million	$648 million	adviserinfo.sec.gov
Inlet Private Wealth, LLC	Jupiter	89	$585.2 million	$608.1 million	adviserinfo.sec.gov
Core Wealth Advisors, Inc.	Lakeland	447	$584.4 million	$702.1 million	adviserinfo.sec.gov
Destiny Family Office	Tavares	28	$580.3 million	$605.1 million	adviserinfo.sec.gov
Accurate Wealth Management, LLC	Wesley Chapel	393	$576.3 million	$1.71 billion	adviserinfo.sec.gov
Rose Capital Advisors, LLC	Miami Beach	232	$571.8 million	$608.3 million	adviserinfo.sec.gov
Singer Wealth Advisors LLC	Boca Raton	319	$569.8 million	$910.6 million	adviserinfo.sec.gov
Benchmark Financial Wealth Advisors LLC	Boca Raton	110	$567.4 million	$766.1 million	adviserinfo.sec.gov
Maceratio LLC	Miami	243	$558.8 million	$1.19 billion	adviserinfo.sec.gov
Bowen, Hanes & Co Inc	Ponte Vedra Beach	65	$551.9 million	$4.62 billion	adviserinfo.sec.gov
Downtown Wealth Studios, LLC	Miami	36	$549.1 million	$563.5 million	adviserinfo.sec.gov
Affiliated Private Investors LLC	West Palm Beach	23	$532.8 million	$533.7 million	adviserinfo.sec.gov
Ingham Retirement Group	Miami	166	$529.7 million	$2.62 billion	adviserinfo.sec.gov
Compass Group Investments Solutions LLC	Miami	148	$526.8 million	$526.8 million	adviserinfo.sec.gov
Blue Ocean Capital	West Palm Beach	84	$526.6 million	$619.2 million	adviserinfo.sec.gov
Rezny Wealth Management, Inc.	Fort Myers	200	$520 million	$576 million	adviserinfo.sec.gov
Noble Family Wealth	Clearwater	67	$518.9 million	$527.5 million	adviserinfo.sec.gov
55 North Private Wealth	Winter Park	102	$517.2 million	$581.3 million	adviserinfo.sec.gov
Doubleline Capital LP	Tampa	4	$514.1 million	$93.32 billion	adviserinfo.sec.gov
Mariner Institutional, LLC	Winter Park	8	$513.8 million	$2.82 billion	adviserinfo.sec.gov
Compound Family Offices, LLC	Sarasota	68	$511.5 million	$540.8 million	adviserinfo.sec.gov
Harvey Capital Management Inc	Palm Beach	100	$509.7 million	$579.4 million	adviserinfo.sec.gov
Materetsky Financial Group	Boynton Beach	328	$500.6 million	$720.8 million	adviserinfo.sec.gov
Dale K. Ehrhart, Inc.	Venice	92	$494.6 million	$648.8 million	adviserinfo.sec.gov
Fiori Financial Group	Fort Lauderdale	102	$487.8 million	$567.4 million	adviserinfo.sec.gov
Financial Harvest Wealth Advisors	Winter Park	169	$487.4 million	$557.4 million	adviserinfo.sec.gov
Darwin Wealth Management	Tampa	160	$480.3 million	$717.8 million	adviserinfo.sec.gov
Global Kandor Advisors, LLC	Miami	52	$479.6 million	$483.3 million	adviserinfo.sec.gov
NFSG Corporation	Boca Raton	765	$473.9 million	$1.08 billion	adviserinfo.sec.gov
Rogan & Associates	Safety Harbor	290	$472.1 million	$709.6 million	adviserinfo.sec.gov
B&C Financial Advisors	Ponte Vedra Beach	146	$470.3 million	$626 million	adviserinfo.sec.gov
Psi Advisors, LLC	Tampa	563	$467.1 million	$800.9 million	adviserinfo.sec.gov
Noctua International WMG, LLC	Miami	39	$465.2 million	$474.5 million	adviserinfo.sec.gov
Hoxton Wealth	Orlando	429	$460.6 million	$803.5 million	adviserinfo.sec.gov
Advantage Wealth Partners	Fort Myers	197	$457.7 million	$675.5 million	adviserinfo.sec.gov
Paulson Wealth Management Inc.	West Palm Beach	156	$457.5 million	$558.9 million	adviserinfo.sec.gov
Synergy Investment Management LLC	Altamonte Springs	784	$456.8 million	$681.5 million	adviserinfo.sec.gov
Disciplined Equity Management, Inc.	Neptune Beach	110	$453 million	$521 million	adviserinfo.sec.gov
F&V Capital Management, L.L.C.	Boca Raton	100	$452.2 million	$557.8 million	adviserinfo.sec.gov
Jacksonville Wealth Management	Jacksonville	517	$446 million	$533.5 million	adviserinfo.sec.gov
Summit Wealth Partners, LLC	Orlando	131	$445.3 million	$675.7 million	adviserinfo.sec.gov
Compass Financial Management LLC	Tampa	197	$444 million	$893.8 million	adviserinfo.sec.gov
Meridiana	Coral Gables	7	$441.9 million	$441.9 million	adviserinfo.sec.gov
The Baldwin Group Wealth Advisors, LLC	Tampa	337	$436.7 million	$27.28 billion	adviserinfo.sec.gov
Atticus Wealth Management	Palm Beach Gardens	147	$426.2 million	$565.3 million	adviserinfo.sec.gov
Credicorp Capital Advisors LLC	Miami	94	$425.7 million	$1.58 billion	adviserinfo.sec.gov
Dudley & Shanley, Inc.	Palm Beach	45	$423.2 million	$746.8 million	adviserinfo.sec.gov
Sanchez Wealth Management Group, LLC	Jacksonville	172	$419.9 million	$571.2 million	adviserinfo.sec.gov
Seven Mile Advisory LLC	Tallahassee	36	$416.8 million	$416.8 million	adviserinfo.sec.gov
Bayshore Capital	Tampa	33	$413 million	$879.2 million	adviserinfo.sec.gov
Wealth Advisors of Tampa Bay	Tampa	99	$412.7 million	$456.8 million	adviserinfo.sec.gov
Dara Capital US, Inc.	Miami	48	$411 million	$563.1 million	adviserinfo.sec.gov
Compass Financial Group, Inc.	Deerfield Beach	87	$407.7 million	$429.7 million	adviserinfo.sec.gov
Client 1st Advisory Group	Dunedin	115	$401.4 million	$511.5 million	adviserinfo.sec.gov
Ceeto Capital Group, LLC	Coral Gables	16	$400.7 million	$531.4 million	adviserinfo.sec.gov
Quantum Private Wealth, LLC	Tampa	57	$400.2 million	$418 million	adviserinfo.sec.gov
Uhler Vertich White Advisors	Fort Myers	126	$398 million	$513.7 million	adviserinfo.sec.gov
Proathlete Wealth Management LLC	Boca Raton	185	$394.5 million	$402.2 million	adviserinfo.sec.gov
Allie Family Office LLC	Miami	30	$391.4 million	$1.32 billion	adviserinfo.sec.gov
Xcel Wealth Management, LLC	Holly Hill	79	$389.5 million	$497.9 million	adviserinfo.sec.gov
In on Capital	Miami	40	$389.4 million	$389.4 million	adviserinfo.sec.gov
QP Wealth Management, LLC	Boca Raton	82	$387 million	$405 million	adviserinfo.sec.gov
Marquis Wealth Management Group	Fort Myers	103	$386.6 million	$489.2 million	adviserinfo.sec.gov
HD Money, Inc.	Sarasota	484	$386.1 million	$386.1 million	adviserinfo.sec.gov
Haven Private	Orlando	90	$381.8 million	$428.1 million	adviserinfo.sec.gov
Anderson Financial Partners, Inc.	Ponte Vedra	14	$379 million	$1.52 billion	adviserinfo.sec.gov
Forza Wealth Management	Sarasota	77	$376.3 million	$422.4 million	adviserinfo.sec.gov
Fogel Capital Management Inc	Stuart	108	$373.3 million	$436.7 million	adviserinfo.sec.gov
Strategic Asset Management Group Advisors	Pompano Beach	66	$371.2 million	$416.5 million	adviserinfo.sec.gov
Poinciana Advisors Group, LLC	Palm Beach Gardens	76	$369.3 million	$396 million	adviserinfo.sec.gov
Compass Financial Advisory Services, LLC	Ormond Beach	362	$368.3 million	$527.2 million	adviserinfo.sec.gov
Castle Wealth Management	Boynton Beach	101	$364.2 million	$430.1 million	adviserinfo.sec.gov
Cayside Partners	Jupiter	69	$361.2 million	$438 million	adviserinfo.sec.gov
Miura Investment Advisors, Inc	Miami	105	$361.1 million	$391.8 million	adviserinfo.sec.gov
Tim Looney Investments, LLC	Longwood	123	$361.1 million	$490.3 million	adviserinfo.sec.gov
GFG Capital	Miami	207	$359.5 million	$1.01 billion	adviserinfo.sec.gov
Clarity Capital Advisors, LLC	Lakewood Ranch	55	$356.5 million	$406.3 million	adviserinfo.sec.gov
Kirtland Financial Management, Inc.	Coral Gables	92	$356.3 million	$396.1 million	adviserinfo.sec.gov
Global Trust	Palm Beach Gardens	111	$355.3 million	$450.2 million	adviserinfo.sec.gov
Fortress Wealth Group	Winter Park	107	$354 million	$439.1 million	adviserinfo.sec.gov
Kaufman Rossin Wealth, LLC	Miami	98	$352.7 million	$506.7 million	adviserinfo.sec.gov
Instrumental Wealth, LLC	Tampa	116	$350.3 million	$508 million	adviserinfo.sec.gov
Code Waechter LLC	Tampa	133	$349.6 million	$409 million	adviserinfo.sec.gov
Dhody Investment Group	Miami Beach	22	$341.2 million	$341.4 million	adviserinfo.sec.gov
RM Private Wealth Management	Miami	71	$340.9 million	$340.9 million	adviserinfo.sec.gov
Life Planning Partners, Inc.	Jacksonville	84	$339.1 million	$354 million	adviserinfo.sec.gov
Collaborative Wealth	Lake Mary	175	$337.1 million	$653.3 million	adviserinfo.sec.gov
Comprehensive Wealth Solutions, LLC	Boca Raton	33	$336.8 million	$374.3 million	adviserinfo.sec.gov
Trillium Wealth LLC	Winter Park	100	$334.7 million	$544.6 million	adviserinfo.sec.gov
Moseley Investment Management, Inc.	Bradention	113	$334.2 million	$456.8 million	adviserinfo.sec.gov
Aston Capital Management	Coral Gables	31	$333.9 million	$711.8 million	adviserinfo.sec.gov
Royal Fund Management, LLC	Lady Lake	375	$332.5 million	$1.56 billion	adviserinfo.sec.gov
St. Johns Investment Management Company, LLC	Jacksonville	111	$332.2 million	$374.8 million	adviserinfo.sec.gov
Vesta Wealth Management, LLC	Miami Beach	38	$330.4 million	$333.3 million	adviserinfo.sec.gov
Northbridge Financial Group, LLC	Tampa	170	$330.2 million	$413.1 million	adviserinfo.sec.gov
Core Wealth Management, Inc.	Jupiter	131	$323 million	$404.7 million	adviserinfo.sec.gov
One + One Wealth Management, LLC	Jupiter	106	$322.7 million	$383 million	adviserinfo.sec.gov
Invenio Wealth Partners, LLC	Coral Gables	234	$318.1 million	$364 million	adviserinfo.sec.gov
Greenwood Family Advisors LLC	Miami	13	$313.8 million	$327.1 million	adviserinfo.sec.gov
Boca Wealth Advisors	Boca Raton	87	$310.2 million	$378.6 million	adviserinfo.sec.gov
The Life Wealth Group	Winter Garden	104	$306.7 million	$490.6 million	adviserinfo.sec.gov
GFG Solutions	Orlando	315	$306.6 million	$306.6 million	adviserinfo.sec.gov
Canopy 360 Wealth, LLC	Ocala	134	$305.8 million	$382.8 million	adviserinfo.sec.gov
Aventura Private Wealth, LLC	Aventura	82	$305.3 million	$374.8 million	adviserinfo.sec.gov
Global Wealth Management Investment Advisory, Inc.	Fort Lauderdale	154	$304.7 million	$722.8 million	adviserinfo.sec.gov
Agnello Financial Group, Inc.	West Palm Beach	56	$303.1 million	$378.6 million	adviserinfo.sec.gov
Capco Asset Management, LLC	Tampa	65	$302.2 million	$468.6 million	adviserinfo.sec.gov
Matters Capital LLC	Coral Gables	10	$296.8 million	$296.8 million	adviserinfo.sec.gov
Creand Management	Miami	88	$294.4 million	$506.6 million	adviserinfo.sec.gov
Personal Financial Profiles Inc	Coral Springs	119	$294 million	$335.3 million	adviserinfo.sec.gov
Brainvest Wealth Management LLC	Miami	101	$291.4 million	$690.9 million	adviserinfo.sec.gov
Saltmarsh Financial Advisors, LLC	Pensacola	86	$278.3 million	$356.5 million	adviserinfo.sec.gov
Ranch Capital Advisors Inc.	Sarasota	114	$276.8 million	$385.5 million	adviserinfo.sec.gov
Aurora Investment Managers, LLC	Naples	55	$274.3 million	$358.7 million	adviserinfo.sec.gov
Keyes, Stange & Wooten Wealth Management, LLC	Daytona Beach	109	$273.1 million	$400.1 million	adviserinfo.sec.gov
Heritage Oak Wealth Advisors	Santa Rosa Beach	63	$271.9 million	$347.4 million	adviserinfo.sec.gov
Truvestments Capital LLC	Sarasota	117	$270.5 million	$660.8 million	adviserinfo.sec.gov
Amerant Investments, Inc.	Coral Gables	143	$268.2 million	$782.4 million	adviserinfo.sec.gov
The Palmer Knight Company	Jacksonville	84	$267.3 million	$285.4 million	adviserinfo.sec.gov
Coquina Private Wealth Advisors	Port Charlotte	651	$264.7 million	$417.6 million	adviserinfo.sec.gov
Brightwater Advisory, LLC	Tampa	127	$264.3 million	$303.8 million	adviserinfo.sec.gov
Spectra Investment Management, LLC	Stuart	29	$264.1 million	$306.8 million	adviserinfo.sec.gov
Allgen Financial Advisors, Inc.	Orlando	99	$260.3 million	$475.2 million	adviserinfo.sec.gov
Alhambra Investment Management LLC	Palmetto Bay	77	$257.6 million	$320.2 million	adviserinfo.sec.gov
Mra Advisory Group	Sarasota	125	$257.2 million	$361.3 million	adviserinfo.sec.gov
Meira Wealth	Coral Gables	91	$253.6 million	$317.8 million	adviserinfo.sec.gov
Intrepid Capital Management Inc	Jacksonville Beach	386	$253.3 million	$1.62 billion	adviserinfo.sec.gov
Aft, Forsyth and Company, Inc.	Jupiter	40	$247 million	$258.6 million	adviserinfo.sec.gov
Imz Advisory Inc.	Boca Raton	125	$246.9 million	$452.7 million	adviserinfo.sec.gov
Campbell Capital Management Inc	Miami	101	$246.8 million	$303.3 million	adviserinfo.sec.gov
Keating Investment Counselors Inc	Delray Beach	85	$246.3 million	$383.1 million	adviserinfo.sec.gov
Lifeinvest Wealth Management, LTD	Miami	53	$245.1 million	$300.5 million	adviserinfo.sec.gov
Hollander Asset Management LLC	Miami	6	$241.4 million	$419.7 million	adviserinfo.sec.gov
Carpenter, Claydon Advisors, Inc.	Maitland	188	$240.2 million	$294.9 million	adviserinfo.sec.gov
Global Assets Advisory, LLC	Orlando	200	$238.1 million	$551.7 million	adviserinfo.sec.gov
Utopia Wealth Management, LLC	Coconut Creek	39	$235.9 million	$261.4 million	adviserinfo.sec.gov
McDonough Capital Management, Inc.	Orlando	174	$235.8 million	$258.2 million	adviserinfo.sec.gov
Azzendo Wealth Advisors	Coral Gables	77	$233 million	$300.1 million	adviserinfo.sec.gov
Stewardship Advisory Group, LLC	Clermont	132	$231.7 million	$321.9 million	adviserinfo.sec.gov
Matthias Private Wealth, LLC	Winter Park	33	$231.7 million	$242.8 million	adviserinfo.sec.gov
Sollinda Capital Management LLC	Miami	149	$229.6 million	$1.02 billion	adviserinfo.sec.gov
Firstrust	Daytona Beach	117	$229 million	$250 million	adviserinfo.sec.gov
Spraker West Wealth Management, Inc	Winter Park	82	$226.7 million	$265.3 million	adviserinfo.sec.gov
Dragus Capital, LLC	Coral Gables	80	$225.2 million	$225.9 million	adviserinfo.sec.gov
Peninsula Asset Management Inc	Bradenton	77	$224.7 million	$284.1 million	adviserinfo.sec.gov
Victrix Investment Advisors	Stuart	93	$224.6 million	$343.3 million	adviserinfo.sec.gov
Schorn Wealth	Englewood	98	$221.7 million	$392.4 million	adviserinfo.sec.gov
Invex Advisors LLC	Coral Gables	44	$221 million	$759.3 million	adviserinfo.sec.gov
Semus Wealth Partners, LLC	Boca Raton	52	$220.3 million	$262.7 million	adviserinfo.sec.gov
Pento Portfolio Strategies, LLC	Naples	766	$220.1 million	$237.3 million	adviserinfo.sec.gov
E. Batoff & Co., Inc.	Tampa	Fewer than 5	$220 million	$249.2 million	adviserinfo.sec.gov
Premia Global Advisors, LLC	Coral Gables	34	$219.9 million	$340.8 million	adviserinfo.sec.gov
Reshape Wealth	Boca Raton	88	$219.8 million	$232.2 million	adviserinfo.sec.gov
Clearwell Group	Tampa	29	$219.7 million	$413.5 million	adviserinfo.sec.gov
Barr Financial Services, LLC	Winter Park	97	$219.5 million	$269.2 million	adviserinfo.sec.gov
Angelus Investment Consulting, Inc.	Coral Gables	12	$219.1 million	$226 million	adviserinfo.sec.gov
Acp Capital Management, LLC	Miami	118	$218.3 million	$360.3 million	adviserinfo.sec.gov
Pioneer Family Office, LLC	North Miami Beach	60	$218.3 million	$956.8 million	adviserinfo.sec.gov
The Tenret Company, LLC	Tampa	36	$218.1 million	$225.4 million	adviserinfo.sec.gov
Chronos Wealth Management, L.L.C.	Clearwater	82	$217.5 million	$274 million	adviserinfo.sec.gov
Cassedy Financial Group, Inc.	Tampa	74	$217.5 million	$248.4 million	adviserinfo.sec.gov
Aft, Forsyth & Sober, LLC	Valrico	6	$217 million	$368.5 million	adviserinfo.sec.gov
Allied Private Wealth	Boca Raton	203	$217 million	$224.5 million	adviserinfo.sec.gov
Klosters Capital	Miami	26	$214.6 million	$495.6 million	adviserinfo.sec.gov
Guerra Wealth Advisors	Miami	507	$214.3 million	$406.2 million	adviserinfo.sec.gov
Lifespan Financial Strategies, Inc.	Weston	99	$212.9 million	$357.4 million	adviserinfo.sec.gov
Ponta Wealth Partners, LLC	Winter Park	16	$211.2 million	$214.3 million	adviserinfo.sec.gov
Stonebridge Financial Planning Group, LLC	Orlando	82	$210.5 million	$329.7 million	adviserinfo.sec.gov
Mori Huston Partners	Miami	68	$210.3 million	$241.6 million	adviserinfo.sec.gov
Bassam Wealth Management, LLC	Palm Beach	24	$209.1 million	$241 million	adviserinfo.sec.gov
MFP Financial Services, LLC	Safety Harbor	168	$208.9 million	$361 million	adviserinfo.sec.gov
Sterling Wealth Advisors, Inc.	Plantation	50	$208.6 million	$223.5 million	adviserinfo.sec.gov
Belleair Asset Management, LLC	Belleair Bluffs	45	$207.4 million	$234.3 million	adviserinfo.sec.gov
Opinicus	Tampa	80	$206.7 million	$297.1 million	adviserinfo.sec.gov
Wealth Pro Advisors, Inc.	Sarasota	132	$205.7 million	$317.5 million	adviserinfo.sec.gov
Lynx Advisory Partners	Coral Gables	66	$204.1 million	$221.4 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.