Data / Investment advisers / Serving insurance companies / Florida
Investment advisers in Florida serving insurance companies: 48 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
48 SEC registered investment advisers with a main office in Florida report insurance companies among their clients in Form ADV item 5.D, and together they attribute $35.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is 1823 Partners (US) LLC.
The request: Every investment adviser in Florida that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 48Advisers
- $35.1 billionAUM from this client type
- 46Advisers over $100 million
- November 2, 2026File date
Advisers in Florida serving insurance companies
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 |
|---|
| 1823 Partners (US) LLC | Miami | 5 | $18.53 billion | $18.53 billion | adviserinfo.sec.gov |
| Mas Advisors LLC | Coral Gables | 3 | $2.49 billion | $2.56 billion | adviserinfo.sec.gov |
| Raymond James & Associates, Inc. | St. Petersburg | 385 | $2.35 billion | $500.96 billion | adviserinfo.sec.gov |
| Doubleline Capital LP | Tampa | 4 | $1.59 billion | $93.32 billion | adviserinfo.sec.gov |
| Carlyle Aviation PDP Management LLC | Miami | Fewer than 5 | $1.57 billion | $10.40 billion | adviserinfo.sec.gov |
| Sanders Capital, LLC | West Palm Beach | Fewer than 5 | $1.38 billion | $122.18 billion | adviserinfo.sec.gov |
| Bayview Asset Management, LLC | Coral Gables | Fewer than 5 | $1.22 billion | $64.21 billion | adviserinfo.sec.gov |
| Carlyle Aviation Securities Partners LLC | Miami | Fewer than 5 | $1.10 billion | $1.14 billion | adviserinfo.sec.gov |
| CV Advisors LLC | Aventura | Fewer than 5 | $894.4 million | $15.08 billion | adviserinfo.sec.gov |
| Cifc Asset Management LLC | Miami | 6 | $731.5 million | $44.58 billion | adviserinfo.sec.gov |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg | 74 | $688 million | $390.04 billion | adviserinfo.sec.gov |
| Ceredex Value Advisors LLC | Winter Park | Fewer than 5 | $330.3 million | $3.43 billion | adviserinfo.sec.gov |
| The Baldwin Group Wealth Advisors, LLC | Tampa | 2 | $303.6 million | $27.28 billion | adviserinfo.sec.gov |
| Power Sustainable Manager US, Inc. | Miami | 1 | $301.7 million | $1.07 billion | adviserinfo.sec.gov |
| HQ Capital Private Equity LLC | Miami | 2 | $273.7 million | $5.40 billion | adviserinfo.sec.gov |
| Black Toro LLC | Miami | 1 | $246.5 million | $345.1 million | adviserinfo.sec.gov |
| Gramercy Funds Management LLC | West Palm Beach | Fewer than 5 | $227.8 million | $8.69 billion | adviserinfo.sec.gov |
| Canal Road Capital, LLC | Miami | Fewer than 5 | $100 million | $1.26 billion | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | 2 | $93.2 million | $359.6 million | adviserinfo.sec.gov |
| Azora Capital LP | Miami | 1 | $88 million | $2.50 billion | adviserinfo.sec.gov |
| Corient | Miami | 3 | $86 million | $165.25 billion | adviserinfo.sec.gov |
| H.I.G. Capital, LLC | Miami | 6 | $76 million | $72.33 billion | adviserinfo.sec.gov |
| Lafise Global Advisors LLC | Miami | Fewer than 5 | $69.5 million | $699 million | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | 2 | $59 million | $921.5 million | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | Fewer than 5 | $58.2 million | $759.3 million | adviserinfo.sec.gov |
| Sawgrass Asset Management LLC | Ponte Vedra Beach | 2 | $40 million | $2.05 billion | adviserinfo.sec.gov |
| Uyana Partners LLC | Miami | 5 | $31.1 million | $115 million | adviserinfo.sec.gov |
| Futura Asset Advisors LLC | Coral Gables | 2 | $26.7 million | $114.8 million | adviserinfo.sec.gov |
| A&M Private Wealth Partners, LLC | West Palm Beach | Fewer than 5 | $25.4 million | $1.83 billion | adviserinfo.sec.gov |
| Statetrust Capital, LLC. | Boca Raton | 1 | $24.3 million | $93.7 million | adviserinfo.sec.gov |
| Insigneo Advisory Services, LLC | Miami | 4 | $17.3 million | $5.16 billion | adviserinfo.sec.gov |
| Agw Capital Advisors | Tampa | 1 | $15.2 million | $1.73 billion | adviserinfo.sec.gov |
| Sierra Capital LLC | Miami | Fewer than 5 | $14.9 million | $1.61 billion | adviserinfo.sec.gov |
| Polen Capital Management, LLC | Boca Raton | Fewer than 5 | $13.2 million | $24.06 billion | adviserinfo.sec.gov |
| Financial Advisory Partners, LLC | Winter Park | 1 | $13 million | $377.8 million | adviserinfo.sec.gov |
| Concise Capital Management, L.P. | Miami | Fewer than 5 | $10.2 million | $838.6 million | adviserinfo.sec.gov |
| Neil Jesani Wealth Management | Sunrise | Fewer than 5 | $6.7 million | $194.2 million | adviserinfo.sec.gov |
| Cumberland Advisors | Sarasota | 1 | $4.1 million | $3.22 billion | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | Fewer than 5 | $3.6 million | $523.6 million | adviserinfo.sec.gov |
| Bayshore Capital | Tampa | Fewer than 5 | $3.5 million | $879.2 million | adviserinfo.sec.gov |
| Andrew Hill Investment Advisors, Inc. | Naples | 1 | $3 million | $231.3 million | adviserinfo.sec.gov |
| Azimut Investment Advisors LLC | Miami | 1 | $2.9 million | $1.00 billion | adviserinfo.sec.gov |
| WLT Partners | Miami | 1 | $1.7 million | $104.3 million | adviserinfo.sec.gov |
| Krusen Capital Management, LLC | West Palm Beach | 2 | $770,028 | $255.7 million | adviserinfo.sec.gov |
| Kingsman Wealth Management Inc. | Pensacola | Fewer than 5 | $428,348 | $235 million | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | Fewer than 5 | $17,081 | $4.61 billion | adviserinfo.sec.gov |
| Riverplace Capital Management Inc | Jacksonville | Fewer than 5 | $15,685 | $267.4 million | adviserinfo.sec.gov |
| Ned Davis Research, Inc. | Sarasota | 25 | Not listed | $2.2 million | 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.