Data / Investment advisers / Serving individuals / Florida

Investment advisers in Florida serving individuals: 600 firms

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

600 SEC registered investment advisers with a main office in Florida report individuals among their clients in Form ADV item 5.D, and together they attribute $352 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.

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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600Advisers
$352 billionAUM from this client type
565Advisers over $100 million
November 2, 2026File date

Advisers in Florida serving 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 600 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Raymond James & Associates, Inc.	St. Petersburg	413,527	$116.07 billion	$500.96 billion	adviserinfo.sec.gov
Raymond James Financial Services Advisors, Inc	Saint Petersburg	402,577	$115.33 billion	$390.04 billion	adviserinfo.sec.gov
Eagle Asset Management Inc	St. Petersburg	21,795	$13.54 billion	$60.65 billion	adviserinfo.sec.gov
Sanctuary Advisors, LLC	Miami	14,600	$7.89 billion	$34.88 billion	adviserinfo.sec.gov
Capital Wealth Planning, LLC	Naples	11,151	$6.97 billion	$17.25 billion	adviserinfo.sec.gov
J. W. Cole Advisors, Inc.	Tampa	29,606	$5.15 billion	$8.25 billion	adviserinfo.sec.gov
Concurrent Investment Advisors, LLC	Tampa	10,259	$4.04 billion	$15.73 billion	adviserinfo.sec.gov
GWN Securities Inc.	Palm Beach Gardens	35,546	$3.89 billion	$4.75 billion	adviserinfo.sec.gov
Independent Financial Partners	Tampa	34,349	$3.49 billion	$16.29 billion	adviserinfo.sec.gov
Facet	West Palm Beach	13,180	$3.47 billion	$8.69 billion	adviserinfo.sec.gov
Sound Income Strategies, LLC	Fort Lauderdale	24,261	$3.38 billion	$4.18 billion	adviserinfo.sec.gov
Money Concepts Advisory Service	Palm Beach Gardens	16,296	$3.00 billion	$4.07 billion	adviserinfo.sec.gov
Good Life Advisors, LLC	Celebration	21,451	$2.85 billion	$4.35 billion	adviserinfo.sec.gov
Kovack Advisors, Inc.	Ft. Lauderdale	11,316	$2.81 billion	$6.28 billion	adviserinfo.sec.gov
Corient	Miami	6,392	$2.67 billion	$165.25 billion	adviserinfo.sec.gov
Dakota Wealth, LLC	Palm Beach Gardens	2,441	$1.93 billion	$6.94 billion	adviserinfo.sec.gov
Gladstone Wealth Partners	Palm Beach Gardens	6,089	$1.82 billion	$5.68 billion	adviserinfo.sec.gov
GQG Partners	Fort Lauderdale	6,332	$1.38 billion	$163.86 billion	adviserinfo.sec.gov
Royal Fund Management, LLC	Lady Lake	4,565	$1.20 billion	$1.56 billion	adviserinfo.sec.gov
Accurate Wealth Management, LLC	Wesley Chapel	2,219	$1.13 billion	$1.71 billion	adviserinfo.sec.gov
Csenge Advisory Group, LLC	Clearwater	6,316	$1.09 billion	$3.17 billion	adviserinfo.sec.gov
Cumberland Advisors	Sarasota	885	$992.6 million	$3.22 billion	adviserinfo.sec.gov
International Assets Investment Management, LLC	Orlando	3,798	$944.4 million	$2.57 billion	adviserinfo.sec.gov
Insigneo Advisory Services, LLC	Miami	3,013	$835.1 million	$5.16 billion	adviserinfo.sec.gov
DSM Capital Partners	Palm Beach Gardens	1,157	$828.6 million	$7.56 billion	adviserinfo.sec.gov
Calton & Associates, Inc.	Tampa	4,778	$803.7 million	$1.58 billion	adviserinfo.sec.gov
Portfolio Medics, LLC	Bonita Springs	2,890	$765.5 million	$780.5 million	adviserinfo.sec.gov
CPS Investment Advisors	Lakeland	2,460	$688.1 million	$2.89 billion	adviserinfo.sec.gov
Rossby Financial, LLC	Melbourne	3,659	$684.2 million	$854.8 million	adviserinfo.sec.gov
G. a. Repple & Company	Casselberry	3,139	$684.2 million	$716.3 million	adviserinfo.sec.gov
Ciccarelli Advisory Services Inc	Naples	3,007	$615.1 million	$1.59 billion	adviserinfo.sec.gov
Investment Advisory Group LLC	Sarasota	1,267	$591.4 million	$1.22 billion	adviserinfo.sec.gov
NFSG Corporation	Boca Raton	2,271	$558.3 million	$1.08 billion	adviserinfo.sec.gov
Assuredpartners Investment Advisors	Orlando	1,437	$466.4 million	$3.88 billion	adviserinfo.sec.gov
Certified Advisory Corp	Altamonte Springs	1,475	$451.1 million	$3.04 billion	adviserinfo.sec.gov
3edge Asset Management, LP	Naples	1,133	$445.2 million	$1.95 billion	adviserinfo.sec.gov
Aristotle Atlantic Partners, LLC	Sarasota	335	$418.8 million	$2.22 billion	adviserinfo.sec.gov
Florida Financial Advisors, LLC	Tampa	2,975	$414.5 million	$456.1 million	adviserinfo.sec.gov
Intellus Advisors, LLC	Naples	845	$413.2 million	$1.35 billion	adviserinfo.sec.gov
Compass Financial Management LLC	Tampa	1,955	$402 million	$893.8 million	adviserinfo.sec.gov
Global Wealth Management Investment Advisory, Inc.	Fort Lauderdale	1,472	$400.8 million	$722.8 million	adviserinfo.sec.gov
Suncoast Equity Management, LLC	Tampa	670	$397.2 million	$2.11 billion	adviserinfo.sec.gov
Truvestments Capital LLC	Sarasota	1,199	$374.3 million	$660.8 million	adviserinfo.sec.gov
Exodus Wealth, LLC	Fort Lauderdale	2,162	$368.4 million	$483.6 million	adviserinfo.sec.gov
Xendia Wealth LLC	Miami	4,727	$366.7 million	$475.3 million	adviserinfo.sec.gov
Novak & Powell Financial Services, Inc.	St. Petersburg	426	$359.5 million	$359.5 million	adviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLC	Tampa	1,313	$358.2 million	$2.45 billion	adviserinfo.sec.gov
Cwa Asset Management Group	Naples	952	$347 million	$4.51 billion	adviserinfo.sec.gov
Hoxton Wealth	Orlando	949	$342.9 million	$803.5 million	adviserinfo.sec.gov
Greenbridge Partners LLC	Lakeland	541	$319.4 million	$433.1 million	adviserinfo.sec.gov
Singer Wealth Advisors LLC	Boca Raton	629	$312.2 million	$910.6 million	adviserinfo.sec.gov
Global Assets Advisory, LLC	Orlando	2,372	$309.5 million	$551.7 million	adviserinfo.sec.gov
Unique Wealth, LLC	Tampa	531	$292.4 million	$965.6 million	adviserinfo.sec.gov
Psi Advisors, LLC	Tampa	1,141	$289.8 million	$800.9 million	adviserinfo.sec.gov
Sara-Bay Financial Corp.	Sarasota	313	$275.5 million	$396.8 million	adviserinfo.sec.gov
Sollinda Capital Management LLC	Miami	1,561	$266.9 million	$1.02 billion	adviserinfo.sec.gov
Alternative Investment Advisors, LLC	Maitland	1,349	$250.7 million	$385.9 million	adviserinfo.sec.gov
Base Wealth Management	Lakewood Ranch	835	$247.2 million	$326.3 million	adviserinfo.sec.gov
Moran Wealth Management, LLC	Naples	625	$244.6 million	$5.10 billion	adviserinfo.sec.gov
Collaborative Wealth	Lake Mary	740	$243.7 million	$653.3 million	adviserinfo.sec.gov
Win Advisors, Inc	Palm Beach Gardens	1,893	$239.5 million	$266.8 million	adviserinfo.sec.gov
The High Net Worth Advisory Group, LLC	Naples	329	$239.2 million	$861.7 million	adviserinfo.sec.gov
Destiny Wealth Partners, LLC	Tavares	701	$238.7 million	$947.3 million	adviserinfo.sec.gov
Darwin Wealth Management	Tampa	684	$237.5 million	$717.8 million	adviserinfo.sec.gov
Rogan & Associates	Safety Harbor	1,191	$237.2 million	$709.6 million	adviserinfo.sec.gov
Dock Street Asset Management Inc	Palm Beach	87	$236 million	$1.11 billion	adviserinfo.sec.gov
Highland Investment Advisors LLC	Ponte Vedra	533	$231.9 million	$368.3 million	adviserinfo.sec.gov
Bridge Generations Wealth Management	South Miami	100	$230.9 million	$259.8 million	adviserinfo.sec.gov
Gravitalix Financial	Coral Springs	18,832	$225.2 million	$395.2 million	adviserinfo.sec.gov
Skyview Financial Group, LLC	Ponte Vedra Beach	321	$221.2 million	$286.6 million	adviserinfo.sec.gov
Cyndeo Wealth Partners	St. Petersburg	644	$218.5 million	$3.15 billion	adviserinfo.sec.gov
Moisand Fitzgerald Tamayo, LLC	Orlando	517	$218.1 million	$1.35 billion	adviserinfo.sec.gov
The Baldwin Group Wealth Advisors, LLC	Tampa	834	$217.5 million	$27.28 billion	adviserinfo.sec.gov
Blackston Financial Advisory Group, LLC	The Villages	877	$214.4 million	$332.8 million	adviserinfo.sec.gov
Tactive Advisors, LLC	Sarasota	1,519	$212.9 million	$619 million	adviserinfo.sec.gov
Ars Wealth Advisors	St. Petersburg	585	$212.3 million	$1.64 billion	adviserinfo.sec.gov
Summit Wealth Partners, LLC	Orlando	639	$211.6 million	$675.7 million	adviserinfo.sec.gov
Materetsky Financial Group	Boynton Beach	490	$210.1 million	$720.8 million	adviserinfo.sec.gov
Synergy Investment Management LLC	Altamonte Springs	1,685	$207.1 million	$681.5 million	adviserinfo.sec.gov
Ffo Investments LLC	Tampa	160	$207.1 million	$207.1 million	adviserinfo.sec.gov
American Financial Advisors Inc	Winter Park	378	$206 million	$1.28 billion	adviserinfo.sec.gov
Provenance Wealth Advisors	Fort Lauderdale	2,340	$205.2 million	$3.63 billion	adviserinfo.sec.gov
The Holland Group, Retirement Wealth Advisors, LLC	Clearwater	706	$200.9 million	$286.1 million	adviserinfo.sec.gov
Jackson Wealth Management, LLC	Lake Mary	622	$200.4 million	$1.07 billion	adviserinfo.sec.gov
Professional Advisory Services Inc	Vero Beach	344	$198.9 million	$1.26 billion	adviserinfo.sec.gov
Trillium Wealth LLC	Winter Park	525	$198.5 million	$544.6 million	adviserinfo.sec.gov
Oxford Wealth Group, LLC	Orlando	858	$198.4 million	$327.9 million	adviserinfo.sec.gov
PFS Signature Wealth	Tampa	571	$197 million	$211.6 million	adviserinfo.sec.gov
Smith Asset Management Co., LLC	Chiefland	726	$194.3 million	$281.2 million	adviserinfo.sec.gov
Advantage Wealth Partners	Fort Myers	373	$192.1 million	$675.5 million	adviserinfo.sec.gov
Walsh & Associates, LLC	Sarasota	820	$191.8 million	$827.7 million	adviserinfo.sec.gov
Heritage Investment Group, Inc.	Pompano Beach	450	$191.3 million	$2.23 billion	adviserinfo.sec.gov
Blacktower Financial Management (US) LLC	Orlando	447	$188.2 million	$254.4 million	adviserinfo.sec.gov
Benchmark Financial Wealth Advisors LLC	Boca Raton	251	$187.7 million	$766.1 million	adviserinfo.sec.gov
Dominion Portfolio Management, Inc.	Tampa	756	$187.5 million	$277.1 million	adviserinfo.sec.gov
Fourthought Financial Partners, LLC.	Venice	569	$186.9 million	$1.93 billion	adviserinfo.sec.gov
Allgen Financial Advisors, Inc.	Orlando	963	$185.6 million	$475.2 million	adviserinfo.sec.gov
Walser Wealth Management Company, a Limited Liability Company	Tampa	590	$183.3 million	$339.2 million	adviserinfo.sec.gov
Andbanc Advisory LLC	Miami	95	$177.4 million	$806.5 million	adviserinfo.sec.gov
J. L. Bainbridge & Co., Inc.	Sarasota	478	$171.5 million	$1.37 billion	adviserinfo.sec.gov
Wealth Management Corporation	Tallahassee	1,602	$169.8 million	$241.5 million	adviserinfo.sec.gov
Guerra Wealth Advisors	Miami	2,444	$169.6 million	$406.2 million	adviserinfo.sec.gov
Successful Portfolios LLC	Clearwater	194	$166.5 million	$281.5 million	adviserinfo.sec.gov
Kennon Financial	Sarasota	660	$165.5 million	$300 million	adviserinfo.sec.gov
Amerity Wealth Management, LLC	Lakeland	610	$162.6 million	$338.8 million	adviserinfo.sec.gov
Compass Financial Advisory Services, LLC	Ormond Beach	669	$158.9 million	$527.2 million	adviserinfo.sec.gov
Provise Management Group, LLC	Clearwater	513	$158.8 million	$2.03 billion	adviserinfo.sec.gov
Aragon Capital LLC	Fort Lauderdale	1,117	$155.8 million	$349.3 million	adviserinfo.sec.gov
Ingham Retirement Group	Miami	629	$155.5 million	$2.62 billion	adviserinfo.sec.gov
Schorn Wealth	Englewood	614	$150.8 million	$392.4 million	adviserinfo.sec.gov
Setchfield Asset Management	Bradenton	200	$150 million	$192.8 million	adviserinfo.sec.gov
MFP Financial Services, LLC	Safety Harbor	1,116	$148.7 million	$361 million	adviserinfo.sec.gov
Motiv8 Investments LLC	Port St Lucie	678	$145.6 million	$219.1 million	adviserinfo.sec.gov
Lifespan Financial Strategies, Inc.	Weston	416	$144.5 million	$357.4 million	adviserinfo.sec.gov
Evensky & Katz/Foldes Wealth Management	Coral Gables	402	$141.6 million	$3.21 billion	adviserinfo.sec.gov
Instrumental Wealth, LLC	Tampa	452	$141.4 million	$508 million	adviserinfo.sec.gov
Sanchez Wealth Management Group, LLC	Jacksonville	366	$140.6 million	$571.2 million	adviserinfo.sec.gov
Amerant Investments, Inc.	Coral Gables	841	$139.4 million	$782.4 million	adviserinfo.sec.gov
The Life Wealth Group	Winter Garden	362	$138.8 million	$490.6 million	adviserinfo.sec.gov
Templeton Investment Counsel, LLC	Ft. Lauderdale	485	$138.2 million	$4.61 billion	adviserinfo.sec.gov
Holland Advisory Services, Inc.	Ormond Beach	452	$136 million	$307.7 million	adviserinfo.sec.gov
Ibex Wealth Advisors, LLC	West Palm Beach	469	$134.7 million	$1.28 billion	adviserinfo.sec.gov
Shariaportfolio, Inc.	Lake Mary	796	$132.2 million	$3.01 billion	adviserinfo.sec.gov
B&C Financial Advisors	Ponte Vedra Beach	392	$131.6 million	$626 million	adviserinfo.sec.gov
Coquina Private Wealth Advisors	Port Charlotte	837	$130.8 million	$417.6 million	adviserinfo.sec.gov
Sawgrass Asset Management LLC	Ponte Vedra Beach	25	$130.3 million	$2.05 billion	adviserinfo.sec.gov
Tim Looney Investments, LLC	Longwood	381	$128.9 million	$490.3 million	adviserinfo.sec.gov
Img Wealth Management, Inc.	Jacksonville	681	$127.7 million	$209.7 million	adviserinfo.sec.gov
Parady Wealth Management	The Villages	1,249	$126.3 million	$145.7 million	adviserinfo.sec.gov
Mg&A Wealth	Plantation	413	$125.8 million	$1.02 billion	adviserinfo.sec.gov
Flaharty Asset Management, LLC	Clearwater	548	$125.7 million	$901.6 million	adviserinfo.sec.gov
Turner Financial Group, Inc.	Pace	490	$123.5 million	$229.6 million	adviserinfo.sec.gov
Cramer & Rauchegger, Inc.	Maitland	755	$120.8 million	$151.4 million	adviserinfo.sec.gov
Lighthouse Retirement	Ponte Vedra	134	$118.2 million	$284.6 million	adviserinfo.sec.gov
Advus Financial Partners, LLC	Winter Park	299	$116.8 million	$3.97 billion	adviserinfo.sec.gov
Stonebridge Financial Planning Group, LLC	Orlando	258	$116.3 million	$329.7 million	adviserinfo.sec.gov
Core Wealth Advisors, Inc.	Lakeland	139	$115.6 million	$702.1 million	adviserinfo.sec.gov
Fellowship Financial Group	Maitland	456	$115.3 million	$175.9 million	adviserinfo.sec.gov
Maggi Investment Services, LLC	Oldmar	491	$115 million	$154 million	adviserinfo.sec.gov
PFG Private Wealth Management, LLC	Lutz	407	$114.5 million	$289 million	adviserinfo.sec.gov
Sandy Morris Financial & Estate Planning Services, LLC	Tampa	722	$113.7 million	$183.1 million	adviserinfo.sec.gov
Victrix Investment Advisors	Stuart	342	$113.4 million	$343.3 million	adviserinfo.sec.gov
Palm Wealth Partners	Boca Raton	642	$113.2 million	$179.3 million	adviserinfo.sec.gov
Gryphon Wealth	Jacksonville	293	$112.6 million	$3.24 billion	adviserinfo.sec.gov
Clarity Financial Advisors LLC	St. Petersburg	964	$112.2 million	$149.5 million	adviserinfo.sec.gov
Zinnia Wealth Advisory, LLC	Ocala	481	$111.9 million	$168.8 million	adviserinfo.sec.gov
Wealth Pro Advisors, Inc.	Sarasota	80	$111.8 million	$317.5 million	adviserinfo.sec.gov
Ranch Capital Advisors Inc.	Sarasota	311	$108.8 million	$385.5 million	adviserinfo.sec.gov
Montello Wealth Management, Inc.	Palm Beach Gardens	502	$108.4 million	$108.4 million	adviserinfo.sec.gov
Seven Hills Financial, LLC	Tallahassee	310	$108.2 million	$280.9 million	adviserinfo.sec.gov
Moseley Investment Management, Inc.	Bradention	246	$107 million	$456.8 million	adviserinfo.sec.gov
Oxenfree Financial	Melbourne	842	$106.8 million	$249.8 million	adviserinfo.sec.gov
Client 1st Advisory Group	Dunedin	238	$106.4 million	$511.5 million	adviserinfo.sec.gov
Uhler Vertich White Advisors	Fort Myers	293	$105.2 million	$513.7 million	adviserinfo.sec.gov
Trustwell Financial Advisors, LLC	Jacksonville	304	$105.1 million	$260.8 million	adviserinfo.sec.gov
Covingtonalsina	Jacksonville	1,146	$104.2 million	$282.9 million	adviserinfo.sec.gov
Premier Private Wealth Management, LLC	Palm Harbor	685	$104 million	$126.3 million	adviserinfo.sec.gov
Bci Securities, Inc.	Miami	315	$104 million	$402.2 million	adviserinfo.sec.gov
Blackridge Asset Management, LLC	Jupiter	2,402	$103.6 million	$216.7 million	adviserinfo.sec.gov
Ullmann Wealth Partners	Jacksonville Beach	225	$103.5 million	$1.25 billion	adviserinfo.sec.gov
Siler Wealth Management	Longwood	601	$103 million	$188.6 million	adviserinfo.sec.gov
Mra Advisory Group	Sarasota	372	$103 million	$361.3 million	adviserinfo.sec.gov
Financial Advisory Partners, LLC	Winter Park	42	$99.4 million	$377.8 million	adviserinfo.sec.gov
Baron Silver Stevens Financial Advisors, LLC	Boca Raton	160	$96.2 million	$1.20 billion	adviserinfo.sec.gov
Slatestone Wealth LLC	Jupiter	253	$96.2 million	$1.76 billion	adviserinfo.sec.gov
Fund Advisors of America Inc	Orlando	553	$95.2 million	$149.4 million	adviserinfo.sec.gov
Paulson Wealth Management Inc.	West Palm Beach	223	$94.4 million	$558.9 million	adviserinfo.sec.gov
Noesis Capital Management Corp	Boca Raton	181	$93.5 million	$876.9 million	adviserinfo.sec.gov
Sterling Bridge Financial Group LLC	Palm Harbor	776	$93.4 million	$131.1 million	adviserinfo.sec.gov
CS Advisors Inc.	Boca Raton	35	$92.3 million	$118 million	adviserinfo.sec.gov
Xcel Wealth Management, LLC	Holly Hill	244	$91.7 million	$497.9 million	adviserinfo.sec.gov
Evolution Wealth Management Inc.	Fort Myers	257	$91.4 million	$171.7 million	adviserinfo.sec.gov
Elevation Advisory Partners LLC	Orlando	320	$91.1 million	$226 million	adviserinfo.sec.gov
Inversiones Sura	Miami	387	$90.9 million	$160.2 million	adviserinfo.sec.gov
Tobias Financial Advisors	Plantation	142	$90.7 million	$1.19 billion	adviserinfo.sec.gov
Caleo Capital N.A. LLC	Ponte Vedra	110	$90.4 million	$111.8 million	adviserinfo.sec.gov
Chipser Wealth Management, LLC	Destin	107	$90 million	$140 million	adviserinfo.sec.gov
Amuni Financial, Inc.	St Petersburg	223	$89.8 million	$194.6 million	adviserinfo.sec.gov
Elevate Financial Planning and Wealth Management	St. Petersburg	445	$89 million	$107.1 million	adviserinfo.sec.gov
Targeted Financial Services, LLC	Seminole	357	$89 million	$353.4 million	adviserinfo.sec.gov
Atticus Wealth Management	Palm Beach Gardens	246	$86.5 million	$565.3 million	adviserinfo.sec.gov
Manna Wealth Management	Miami Beach	582	$86.4 million	$146.1 million	adviserinfo.sec.gov
Camarda Wealth Advisory Group	Fleming Island	178	$86.2 million	$315.4 million	adviserinfo.sec.gov
Kaufman Rossin Wealth, LLC	Miami	123	$86 million	$506.7 million	adviserinfo.sec.gov
Indivisible Partners	Clearwater	214	$85.8 million	$2.08 billion	adviserinfo.sec.gov
Jacksonville Wealth Management	Jacksonville	503	$83.5 million	$533.5 million	adviserinfo.sec.gov
Mora Capital Management, LLC	Miami	259	$83.4 million	$1.90 billion	adviserinfo.sec.gov
Toams Financial	Jacksonville	588	$83.2 million	$108.8 million	adviserinfo.sec.gov
Lyons Wealth Management	Winter Park	106	$83.1 million	$109.1 million	adviserinfo.sec.gov
Portfolio Resources Advisor Group, Inc.	Coral Gables	307	$82.9 million	$121.9 million	adviserinfo.sec.gov
Koss-Olinger Consulting, LLC.	Gainesville	272	$80.9 million	$2.23 billion	adviserinfo.sec.gov
Delta Advisory Group, Inc.	Maitland	413	$80.8 million	$216.3 million	adviserinfo.sec.gov
Mariaca Wealth Management, LLC	Wellington	236	$80.2 million	$251.1 million	adviserinfo.sec.gov
Todd Wealth Management LLC	Venice	324	$80.2 million	$158.9 million	adviserinfo.sec.gov
Rd Lewis Wealth Management	Maitland	330	$79.6 million	$256.8 million	adviserinfo.sec.gov
Aviance Capital Partners LLC	Naples	162	$79.4 million	$1.13 billion	adviserinfo.sec.gov
Lri Investments	Palm Beach Gardens	264	$78.9 million	$2.78 billion	adviserinfo.sec.gov
Marquis Wealth Management Group	Fort Myers	198	$78.4 million	$489.2 million	adviserinfo.sec.gov
Route 20 Private Wealth Inc.	Fort Lauderdale	73	$78.3 million	$83.5 million	adviserinfo.sec.gov
Efg Private Wealth Management (Americas) Corp.	Miami	103	$77.6 million	$2.30 billion	adviserinfo.sec.gov
Stewardship Advisory Group, LLC	Clermont	398	$77.4 million	$321.9 million	adviserinfo.sec.gov
Dougherty Investment Advisors	Spring Hill	32	$77.1 million	$141.1 million	adviserinfo.sec.gov
Fortress Wealth Group	Winter Park	264	$76.9 million	$439.1 million	adviserinfo.sec.gov
Plan to Prosper Wealth Management	Ormond Beach	339	$76.2 million	$234.3 million	adviserinfo.sec.gov
Omnitrust Wealth Management, Inc.	Jacksonville	328	$75.4 million	$107.2 million	adviserinfo.sec.gov
Heritage Oak Wealth Advisors	Santa Rosa Beach	177	$75.4 million	$347.4 million	adviserinfo.sec.gov
Northbridge Financial Group, LLC	Tampa	312	$74.6 million	$413.1 million	adviserinfo.sec.gov
Second Half Financial Partners, LLC	Sebring	439	$74.6 million	$128 million	adviserinfo.sec.gov
Ingram Advisory Services, LLC	Winter Haven	359	$74.1 million	$109.3 million	adviserinfo.sec.gov
Keyes, Stange & Wooten Wealth Management, LLC	Daytona Beach	274	$74 million	$400.1 million	adviserinfo.sec.gov
Spyrnal Financial Group	Bokeelia	352	$73.6 million	$145.5 million	adviserinfo.sec.gov
Waterstone Financial Advisory LLC	Fort Myers	218	$73.5 million	$262.5 million	adviserinfo.sec.gov
Dipaolo Financial Group, Inc.	Lutz	335	$73 million	$168 million	adviserinfo.sec.gov
Firestone Capital Management Inc	South Miami	183	$72.3 million	$806.2 million	adviserinfo.sec.gov
Rinaldi Wealth Management, Inc.	Bonita Springs	232	$72.1 million	$243.2 million	adviserinfo.sec.gov
Chiron Capital Management, LLC	Tallahassee	648	$72 million	$242.6 million	adviserinfo.sec.gov
Saltmarsh Financial Advisors, LLC	Pensacola	133	$71.5 million	$356.5 million	adviserinfo.sec.gov
Naples Wealth Planning	Bonita Springs	181	$71 million	$226.9 million	adviserinfo.sec.gov
Bucket List Wealth Management, LLC	The Villages	360	$70.1 million	$224.2 million	adviserinfo.sec.gov
Financial Harvest Wealth Advisors	Winter Park	151	$70 million	$557.4 million	adviserinfo.sec.gov
Core Wealth Management, Inc.	Jupiter	147	$67.4 million	$404.7 million	adviserinfo.sec.gov
Cardea Capital Advisors, LLC	Vero Beach	231	$67.1 million	$124.2 million	adviserinfo.sec.gov
Williams Wealth Management Group, Inc.	Bradenton	413	$67 million	$161 million	adviserinfo.sec.gov
Abacus Capital Advisors	Plantation	23	$65.8 million	$119.5 million	adviserinfo.sec.gov
Api Financial Advisors, LLC	Rockledge	217	$65.4 million	$84.7 million	adviserinfo.sec.gov
Madden Advisory Services, Inc.	Jacksonville	209	$65.2 million	$291.7 million	adviserinfo.sec.gov
Mutual Trust Advisory Group	Estero	126	$64.7 million	$165.8 million	adviserinfo.sec.gov
Simetria Advisory Group LLC	Miami	353	$64.7 million	$201.6 million	adviserinfo.sec.gov
Solomon Api LLC	Rockledge	157	$64.4 million	$389 million	adviserinfo.sec.gov
Naples Money Management LLC	Naples	116	$64 million	$164.4 million	adviserinfo.sec.gov
Kahn Financial Group	Clearwater	78	$63.4 million	$122.6 million	adviserinfo.sec.gov
Cibest Capital Advisory Services LLC	Miami	244	$63.2 million	$374.8 million	adviserinfo.sec.gov
Alianza Corp. Investment Advisor	Miami	1,107	$61.3 million	$204.1 million	adviserinfo.sec.gov
Azzendo Wealth Advisors	Coral Gables	161	$61 million	$300.1 million	adviserinfo.sec.gov
Davis Capital Management	Jacksonville	69	$61 million	$259 million	adviserinfo.sec.gov
Familywealth	Lake Mary	356	$59.8 million	$394.6 million	adviserinfo.sec.gov
Golden Road Advisors LLC	Tampa	171	$58.8 million	$237.7 million	adviserinfo.sec.gov
Alpha Zero LLC	Boca Raton	334	$58.5 million	$269.8 million	adviserinfo.sec.gov
Advanced Wealth Management	Sarasota	137	$58 million	$110.7 million	adviserinfo.sec.gov
Spirepoint Private Client, LLC	Vero Beach	391	$57.9 million	$1.44 billion	adviserinfo.sec.gov
SFG Wealth Advisors, LLC	Tampa	190	$57.9 million	$187.7 million	adviserinfo.sec.gov
Agnello Financial Group, Inc.	West Palm Beach	113	$57.8 million	$378.6 million	adviserinfo.sec.gov
Allegiance Financial Advisors, Inc.	Jacksonville	239	$57.4 million	$181.9 million	adviserinfo.sec.gov
Code Waechter LLC	Tampa	189	$56.8 million	$409 million	adviserinfo.sec.gov
Waypoints Financial	Sebring	396	$56.7 million	$157.7 million	adviserinfo.sec.gov
Wealthtrust Asset Management, LLC	Destin	182	$56.7 million	$217.4 million	adviserinfo.sec.gov
Campbell Capital Management Inc	Miami	164	$56.5 million	$303.3 million	adviserinfo.sec.gov
Andrew Hill Investment Advisors, Inc.	Naples	180	$56.3 million	$231.3 million	adviserinfo.sec.gov
Rezny Wealth Management, Inc.	Fort Myers	75	$56 million	$576 million	adviserinfo.sec.gov
Dorman Financial Management, P.A.	Maitland	204	$55.9 million	$160.6 million	adviserinfo.sec.gov
Rainey & Randall Wealth Advisors, Inc.	Celebration	136	$55.8 million	$918.2 million	adviserinfo.sec.gov
Craft Wealth Services	Tampa	188	$55.6 million	$120.8 million	adviserinfo.sec.gov
Center for Asset Management, LLC	Palm Beach Gardens	200	$55.1 million	$257.1 million	adviserinfo.sec.gov
Armada Advisors	Pensacola	279	$54.9 million	$190.3 million	adviserinfo.sec.gov
Activest Wealth Management, LLC	Aventura	229	$54.8 million	$1.46 billion	adviserinfo.sec.gov
Reality Financial Planning Services, LLC	Sarasota	181	$54.4 million	$125.9 million	adviserinfo.sec.gov
Lifeinvest Wealth Management, LTD	Miami	207	$54.4 million	$300.5 million	adviserinfo.sec.gov
Peninsula Asset Management Inc	Bradenton	108	$54.3 million	$284.1 million	adviserinfo.sec.gov
Scala Capital LLC	Miami	261	$54.2 million	$380.5 million	adviserinfo.sec.gov
Unified Wealth Management LLC	Oldsmar	294	$53.9 million	$151.3 million	adviserinfo.sec.gov
Nova Wealth Management, Inc.	Bonita Springs	203	$53.7 million	$247.5 million	adviserinfo.sec.gov
Smith Bruer	Tallahassee	189	$53.6 million	$238.5 million	adviserinfo.sec.gov
Ruggiero Investments	West Palm Beach	366	$53 million	$137.6 million	adviserinfo.sec.gov
Capstone Wealth Management Corp.	Lakeland	262	$52.3 million	$109.4 million	adviserinfo.sec.gov
Castle Wealth Management	Boynton Beach	141	$52.3 million	$430.1 million	adviserinfo.sec.gov
Safe Harbor Fiduciary, LLC	Pensacola	269	$52 million	$129.9 million	adviserinfo.sec.gov
Meira Wealth	Coral Gables	88	$51.9 million	$317.8 million	adviserinfo.sec.gov
Value Financial Advisers, Inc.	Orlando	167	$51.7 million	$105.3 million	adviserinfo.sec.gov
Barnett Capital Advisors LLC	Miami	162	$51.5 million	$161.1 million	adviserinfo.sec.gov
Ideal Retirement Solutions	Port Charlotte	214	$51.3 million	$123.5 million	adviserinfo.sec.gov
Chronos Wealth Management, L.L.C.	Clearwater	139	$51 million	$274 million	adviserinfo.sec.gov
Storms & Rowdon Financial Services, Inc.	Ormond Beach	198	$51 million	$141.2 million	adviserinfo.sec.gov
Imz Advisory Inc.	Boca Raton	247	$51 million	$452.7 million	adviserinfo.sec.gov
Proxy Wealth Advisors LLC	Windermere	595	$50.9 million	$83.3 million	adviserinfo.sec.gov
Cypress Capital	Tallahassee	232	$50.7 million	$143.2 million	adviserinfo.sec.gov
Private Wealth Group, LLC	Tampa	166	$50.7 million	$274 million	adviserinfo.sec.gov
DMK Advisor Group, Inc.	Lutz	412	$50.1 million	$130.8 million	adviserinfo.sec.gov
Primoris Wealth Advisors, LLC	North Palm Beach	339	$49.9 million	$230 million	adviserinfo.sec.gov
Riverplace Capital Management Inc	Jacksonville	109	$49.8 million	$267.4 million	adviserinfo.sec.gov
Aurora Investment Managers, LLC	Naples	130	$49.8 million	$358.7 million	adviserinfo.sec.gov
Fdi Wealth Management, LLC	Miami	174	$49.4 million	$283.8 million	adviserinfo.sec.gov
Unify Financial Advisors	Clearwater	158	$49.3 million	$155.8 million	adviserinfo.sec.gov
Alhambra Investment Management LLC	Palmetto Bay	125	$49.3 million	$320.2 million	adviserinfo.sec.gov
Urs Advisory	Jupiter	111	$48.9 million	$200.3 million	adviserinfo.sec.gov
Webull Advisors LLC	St Petersburg	28,867	$48.9 million	$48.9 million	adviserinfo.sec.gov
Coral Wealth Management, LLC	Miami	214	$48.6 million	$124.3 million	adviserinfo.sec.gov
401k Generation	Altamonte Springs,	63	$48.6 million	$156.4 million	adviserinfo.sec.gov
Schrum Private Wealth Management, LLC	Saint Augustine	136	$48.3 million	$185.9 million	adviserinfo.sec.gov
Power Financial Partners, LLC	Tampa	106	$47.5 million	$329.1 million	adviserinfo.sec.gov
Epic Advisory Services Corp	Boca Raton	141	$47.3 million	$134.3 million	adviserinfo.sec.gov
Treasure Coast Financial Planning, Inc.	Vero Beach	152	$47.2 million	$241.5 million	adviserinfo.sec.gov
Anchor Wealth Management Group LLC	West Palm Beach	115	$47.2 million	$233 million	adviserinfo.sec.gov
Schaffer & Company Asset Management, Inc.	Jacksonville	262	$47 million	$90.8 million	adviserinfo.sec.gov
Barr Financial Services, LLC	Winter Park	156	$47 million	$269.2 million	adviserinfo.sec.gov
Satovsky Asset Management LLC	West Palm Beach	56	$46.4 million	$974.8 million	adviserinfo.sec.gov
Flavin Financial Services, Inc.	Melbourne	125	$46.2 million	$205 million	adviserinfo.sec.gov
Baytrust Wealth Management, LLC	Tampa	194	$45.8 million	$97.7 million	adviserinfo.sec.gov
One + One Wealth Management, LLC	Jupiter	145	$45.6 million	$383 million	adviserinfo.sec.gov
Secure Wealth, Inc.	Boca Raton	50	$45 million	$132 million	adviserinfo.sec.gov
Canopy 360 Wealth, LLC	Ocala	179	$44.9 million	$382.8 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.