Data / Investment advisers / Serving investment companies / Florida
Investment advisers in Florida serving investment companies: 96 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
96 SEC registered investment advisers with a main office in Florida report investment companies among their clients in Form ADV item 5.D, and together they attribute $305 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 investment companies, 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.
- 96Advisers
- $305 billionAUM from this client type
- 80Advisers over $100 million
- November 2, 2026File date
Advisers in Florida serving investment 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 |
|---|
| GQG Partners | Fort Lauderdale | 15 | $87.53 billion | $163.86 billion | adviserinfo.sec.gov |
| Doubleline Capital LP | Tampa | 26 | $65.94 billion | $93.32 billion | adviserinfo.sec.gov |
| Sanders Capital, LLC | West Palm Beach | 1 | $17.80 billion | $122.18 billion | adviserinfo.sec.gov |
| Raymond James Investment Management | St Petersburg | 1 | $16.86 billion | $16.86 billion | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | 12 | $13.98 billion | $15.98 billion | adviserinfo.sec.gov |
| Franklin Advisory Services, LLC | San Mateo | 30 | $9.21 billion | $14.07 billion | adviserinfo.sec.gov |
| Capital Wealth Planning, LLC | Naples | 3 | $7.03 billion | $17.25 billion | adviserinfo.sec.gov |
| Eagle Asset Management Inc | St. Petersburg | 3 | $6.83 billion | $60.65 billion | adviserinfo.sec.gov |
| Arga Investment Management, LP | Miami | 6 | $5.72 billion | $24.57 billion | adviserinfo.sec.gov |
| Hood River Capital Management LLC | Palm Beach Gardens | 4 | $5.43 billion | $9.45 billion | adviserinfo.sec.gov |
| Polen Capital Management, LLC | Boca Raton | 14 | $5.23 billion | $24.06 billion | adviserinfo.sec.gov |
| Rivernorth Capital Management, LLC | West Palm Beach | 16 | $4.63 billion | $6.17 billion | adviserinfo.sec.gov |
| Kopernik Global Investors, LLC | Tampa | 3 | $4.39 billion | $10.18 billion | adviserinfo.sec.gov |
| Community Capital Management, LLC | Fort Lauderdale | 2 | $4.01 billion | $7.00 billion | adviserinfo.sec.gov |
| Defiance Etfs, LLC | Miami | 4 | $3.86 billion | $3.86 billion | adviserinfo.sec.gov |
| Eulav Asset Management | Sarasota | 6 | $3.70 billion | $3.70 billion | adviserinfo.sec.gov |
| Bramshill Investments, LLC | Naples | 8 | $3.56 billion | $8.14 billion | adviserinfo.sec.gov |
| Doubleline Alternatives LP | Tampa | 3 | $3.30 billion | $3.47 billion | adviserinfo.sec.gov |
| Tremblant Advisors LP | West Palm Beach | 2 | $3.27 billion | $3.27 billion | adviserinfo.sec.gov |
| Timothy Partners, LTD. | Maitland | 1 | $2.86 billion | $2.86 billion | adviserinfo.sec.gov |
| Shariaportfolio, Inc. | Lake Mary | 11 | $2.72 billion | $3.01 billion | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | 6 | $2.43 billion | $4.61 billion | adviserinfo.sec.gov |
| Doubleline ETF Adviser LP | Tampa | 9 | $2.13 billion | $2.13 billion | adviserinfo.sec.gov |
| Volatility Shares LLC | Palm Beach Gardens | 9 | $2.04 billion | $2.04 billion | adviserinfo.sec.gov |
| Absolute Investment Advisers, LLC | Rosemary Beach | 5 | $2.04 billion | $2.23 billion | adviserinfo.sec.gov |
| Fairholme Capital Management, L.L.C. | South Miami | 2 | $1.67 billion | $2.14 billion | adviserinfo.sec.gov |
| Ceredex Value Advisors LLC | Winter Park | 4 | $1.56 billion | $3.43 billion | adviserinfo.sec.gov |
| Intrepid Capital Management Inc | Jacksonville Beach | 2 | $1.32 billion | $1.62 billion | adviserinfo.sec.gov |
| Newfound Research LLC | St. Petersburg | 8 | $1.11 billion | $1.11 billion | adviserinfo.sec.gov |
| Cifc Investment Management LLC | Miami | 2 | $1.04 billion | $1.04 billion | adviserinfo.sec.gov |
| Aristotle Atlantic Partners, LLC | Sarasota | 3 | $881.2 million | $2.22 billion | adviserinfo.sec.gov |
| Intech | West Palm Beach | 3 | $802.1 million | $15.47 billion | adviserinfo.sec.gov |
| Deprince, Race & Zollo, Inc. | Winter Park | 1 | $721 million | $5.89 billion | adviserinfo.sec.gov |
| Abacus FCF Advisors LLC | Orlando | 6 | $641.4 million | $641.4 million | adviserinfo.sec.gov |
| 3edge Asset Management, LP | Naples | 4 | $638.1 million | $1.95 billion | adviserinfo.sec.gov |
| Maceratio LLC | Miami | 4 | $571.5 million | $1.19 billion | adviserinfo.sec.gov |
| Redwheel | Miami | 3 | $481.2 million | $4.38 billion | adviserinfo.sec.gov |
| Priority Senior Secured Income Management, LLC | West Palm Beach | 1 | $479.1 million | $479.1 million | adviserinfo.sec.gov |
| Orange Investment Advisors, LLC | Winter Park | 1 | $408 million | $765 million | adviserinfo.sec.gov |
| Clearshares LLC | Marco Island | 3 | $382.5 million | $382.5 million | adviserinfo.sec.gov |
| Myriad Asset Management Advisors LLC | West Palm Beach | 1 | $380.9 million | $380.9 million | adviserinfo.sec.gov |
| Paradigm Investment Management | Miami | 1 | $350 million | $725.2 million | adviserinfo.sec.gov |
| Opal Capital LLC | Boca Raton | 4 | $346.2 million | $348.3 million | adviserinfo.sec.gov |
| Teramo Advisors, LLC | Naples | 1 | $342 million | $344.7 million | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | 1 | $268 million | $523.6 million | adviserinfo.sec.gov |
| Gator Capital Management, LLC | Tampa | 2 | $255.7 million | $751.1 million | adviserinfo.sec.gov |
| Miller Value Partners, LLC | Sarasota | 3 | $252.4 million | $418.2 million | adviserinfo.sec.gov |
| Mendon Capital Advisors Corp | Key Largo | 1 | $232.3 million | $253.8 million | adviserinfo.sec.gov |
| Palm Valley Capital Management | Jacksonville Beach | 1 | $222.6 million | $281.6 million | adviserinfo.sec.gov |
| Ironclad Investments LLC | Maitland | 1 | $217.9 million | $217.9 million | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | 3 | $213.8 million | $759.3 million | adviserinfo.sec.gov |
| Murphy Clarke Williams & Stone LLC | Miami Beach | 1 | $181.2 million | $181.2 million | adviserinfo.sec.gov |
| Cyber Hornet Etfs LLC | St. Petersburg | 2 | $167.6 million | $167.6 million | adviserinfo.sec.gov |
| Chesapeake Capital Corporation | Tampa | 3 | $165.2 million | $171.9 million | adviserinfo.sec.gov |
| Bayview Asset Management, LLC | Coral Gables | 1 | $163.6 million | $64.21 billion | adviserinfo.sec.gov |
| DSM Capital Partners | Palm Beach Gardens | 1 | $163.2 million | $7.56 billion | adviserinfo.sec.gov |
| Long Short Advisors, LLC | Palm Beach Gardens | 1 | $154.2 million | $154.2 million | adviserinfo.sec.gov |
| Oceanis Financial Advisors, Inc. | Miami | 23 | $148.1 million | $225.6 million | adviserinfo.sec.gov |
| Kanen Wealth Management LLC | Coconut Creek | 1 | $122.1 million | $404.6 million | adviserinfo.sec.gov |
| Polar Capital (America) Corporation | Tampa | 1 | $114 million | $656.1 million | adviserinfo.sec.gov |
| Horiko Capital Management LLC | Miami | 2 | $110 million | $475.1 million | adviserinfo.sec.gov |
| Peakshares LLC | Tampa | 2 | $110 million | $110 million | adviserinfo.sec.gov |
| Keating Investment Counselors Inc | Delray Beach | 1 | $96.9 million | $383.1 million | adviserinfo.sec.gov |
| Consilium Investment Management LLC | Fort Lauderdale | 2 | $85.7 million | $540.6 million | adviserinfo.sec.gov |
| Corient | Miami | 7 | $73.8 million | $165.25 billion | adviserinfo.sec.gov |
| Private Capital Management | Naples | 1 | $70.9 million | $1.44 billion | adviserinfo.sec.gov |
| Gramercy Funds Management LLC | West Palm Beach | 1 | $58.9 million | $8.69 billion | adviserinfo.sec.gov |
| Azimut Investment Advisors LLC | Miami | 1 | $44.6 million | $1.00 billion | adviserinfo.sec.gov |
| Thomas J. Herzfeld Advisors, Inc. | Miami Beach | 1 | $37.7 million | $1.34 billion | adviserinfo.sec.gov |
| Leatherback Asset Management, LLC | Palm Beach Gardens | 1 | $35 million | $35 million | adviserinfo.sec.gov |
| Prospect Enhanced Yield Management, LLC | West Palm Beach | 1 | $31.7 million | $31.7 million | adviserinfo.sec.gov |
| Nightview Capital, LLC | Clearwater | 1 | $29.8 million | $171.9 million | adviserinfo.sec.gov |
| Loop Capital Asset Management | Miami | 1 | $25 million | $10.81 billion | adviserinfo.sec.gov |
| Winning Points Advisors, L.L.C. | Boca Raton | 1 | $24.2 million | $173.1 million | adviserinfo.sec.gov |
| Clockwise Capital LLC | Miami | 2 | $20.5 million | $71.5 million | adviserinfo.sec.gov |
| Bridges Capital LLC | Fort Lauderdale | 1 | $20 million | $251.6 million | adviserinfo.sec.gov |
| Alpha Growth Management LLC | Delray Beach | 1 | $19.6 million | $19.6 million | adviserinfo.sec.gov |
| Lyons Wealth Management | Winter Park | 1 | $17.9 million | $109.1 million | adviserinfo.sec.gov |
| Golden Eagle Strategies, LLC | Delray Beach | 1 | $10.5 million | $50.5 million | adviserinfo.sec.gov |
| Fidelis Capital | Tampa | 1 | $7.8 million | $2.28 billion | adviserinfo.sec.gov |
| Coastal Equity Management, LLC | Pensacola | 1 | $7.3 million | $7.3 million | adviserinfo.sec.gov |
| Axxes Advisors I LLC | Coral Gables | 1 | $6.8 million | $6.8 million | adviserinfo.sec.gov |
| White Wolf Capital Advisors, LLC | Miami | 2 | $6.8 million | $566.8 million | adviserinfo.sec.gov |
| Ned Davis Research, Inc. | Sarasota | 1 | $2 million | $2.2 million | adviserinfo.sec.gov |
| Ot Advisors LLC | Boca Raton | 1 | $1 million | $1 million | adviserinfo.sec.gov |
| Gladstone Wealth Partners | Palm Beach Gardens | 1 | $623,309 | $5.68 billion | adviserinfo.sec.gov |
| Axxes Advisors LLC | Coral Gables | 1 | $100,000 | $100,000 | adviserinfo.sec.gov |
| Goi | Miami | 1 | $7,270 | $111.3 million | adviserinfo.sec.gov |
| R.G. Niederhoffer Capital Management, Inc. | Sunny Isles Beach | 4 | Not listed | $33.6 million | adviserinfo.sec.gov |
| Poolit Fund Management, LLC | Miami | 2 | Not listed | Not listed | adviserinfo.sec.gov |
| Abacus Asset Management, LLC | Orlando | 1 | Not listed | Not listed | adviserinfo.sec.gov |
| Bequest Capital LLC | Sarasota | 1 | Not listed | $39.5 million | adviserinfo.sec.gov |
| Fusion Quant Technologies | Miami | 1 | Not listed | Not listed | adviserinfo.sec.gov |
| Pennantpark Investment Advisers, LLC | Miami Beach | 1 | Not listed | $6.16 billion | adviserinfo.sec.gov |
| Route 20 Private Wealth Inc. | Fort Lauderdale | 1 | Not listed | $83.5 million | adviserinfo.sec.gov |
| Sound Income Strategies, LLC | Fort Lauderdale | 1 | Not listed | $4.18 billion | 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.