Data / Investment advisers / Serving other investment advisers / Florida
Investment advisers in Florida serving other investment advisers: 57 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
57 SEC registered investment advisers with a main office in Florida report other investment advisers among their clients in Form ADV item 5.D, and together they attribute $67.3 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Smartx Advisory Solutions.
The request: Every investment adviser in Florida that serves other investment advisers, 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.
- 57Advisers
- $67.3 billionAUM from this client type
- 52Advisers over $100 million
- November 2, 2026File date
Advisers in Florida serving other investment advisers
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 |
|---|
| Smartx Advisory Solutions | West Palm Beach | 61 | $26.99 billion | $26.99 billion | adviserinfo.sec.gov |
| Dynasty Wealth Management, LLC | St. Petersburg | 17 | $13.88 billion | $13.88 billion | adviserinfo.sec.gov |
| Polen Capital Management, LLC | Boca Raton | 85 | $8.82 billion | $24.06 billion | adviserinfo.sec.gov |
| Quantitative Systematic Strategies LLC | St. Augustine | 1 | $2.83 billion | $2.83 billion | adviserinfo.sec.gov |
| Concurrent Asset Management, LLC | Tampa | 1 | $2.44 billion | $2.49 billion | adviserinfo.sec.gov |
| Arga Investment Management, LP | Miami | Fewer than 5 | $1.37 billion | $24.57 billion | adviserinfo.sec.gov |
| Seaview Investment Managers LLC | Coral Gables | 2 | $1.31 billion | $1.37 billion | adviserinfo.sec.gov |
| Cifc Asset Management LLC | Miami | 10 | $1.21 billion | $44.58 billion | adviserinfo.sec.gov |
| Loop Capital Asset Management | Miami | 16 | $953.3 million | $10.81 billion | adviserinfo.sec.gov |
| Mac Alpha Capital Management, LP | Tampa | 3 | $859.5 million | $937.8 million | adviserinfo.sec.gov |
| Martin Investment Management, LLC | Palm Beach Gardens | 12 | $651 million | $888.1 million | adviserinfo.sec.gov |
| Altium Investment Strategies LLC | Wesley Chapel | 2 | $517.7 million | $517.7 million | adviserinfo.sec.gov |
| Kopernik Global Investors, LLC | Tampa | 2 | $492.7 million | $10.18 billion | adviserinfo.sec.gov |
| Zega Investments, LLC | Palm Beach Gardens | 27 | $481.9 million | $614 million | adviserinfo.sec.gov |
| Sollinda Capital Management LLC | Miami | 2 | $470.6 million | $1.02 billion | adviserinfo.sec.gov |
| Monorail Securities LLC | Sarasota | 999 | $386.1 million | $388.7 million | adviserinfo.sec.gov |
| MTC Wealth Management | Tampa | 2 | $329 million | $329 million | adviserinfo.sec.gov |
| Solomon Api LLC | Rockledge | 5 | $302.3 million | $389 million | adviserinfo.sec.gov |
| Tactive Advisors, LLC | Sarasota | 3 | $263.6 million | $619 million | adviserinfo.sec.gov |
| Proaltus USA | Miami | 2 | $259 million | $645.7 million | adviserinfo.sec.gov |
| Kutumb Investments LLC | Palm Beach Gardens | 2 | $250 million | $250 million | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | 3 | $249.3 million | $921.5 million | adviserinfo.sec.gov |
| Corient | Miami | 4 | $244.8 million | $165.25 billion | adviserinfo.sec.gov |
| Meteora Capital, LLC | Boca Raton | 3 | $241.6 million | $1.54 billion | adviserinfo.sec.gov |
| Fora Capital, LLC | Miami | 1 | $238.4 million | $1.67 billion | adviserinfo.sec.gov |
| Bridges Capital LLC | Fort Lauderdale | 1 | $161.9 million | $251.6 million | adviserinfo.sec.gov |
| Rivernorth Capital Management, LLC | West Palm Beach | 10 | $143.5 million | $6.17 billion | adviserinfo.sec.gov |
| Alphabond LLC | Palm Beach | 2 | $122.6 million | $122.6 million | adviserinfo.sec.gov |
| Advantage Investing, Inc. | Coral Gables | 328 | $119.1 million | $138.9 million | adviserinfo.sec.gov |
| Balanz | Coral Gables | 1 | $98.2 million | $152.6 million | adviserinfo.sec.gov |
| Bayshore Capital | Tampa | Fewer than 5 | $96.9 million | $879.2 million | adviserinfo.sec.gov |
| Bramshill Investments, LLC | Naples | 1 | $75.7 million | $8.14 billion | adviserinfo.sec.gov |
| Community Capital Management, LLC | Fort Lauderdale | Fewer than 5 | $65.1 million | $7.00 billion | adviserinfo.sec.gov |
| Maceratio LLC | Miami | 1 | $61.5 million | $1.19 billion | adviserinfo.sec.gov |
| Clockwise Capital LLC | Miami | 149 | $51 million | $71.5 million | adviserinfo.sec.gov |
| Channing Global Advisors, LLC | Fort Lauderdale | Fewer than 5 | $49.5 million | $1.11 billion | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | 211 | $45.7 million | $523.6 million | adviserinfo.sec.gov |
| Finiat, LLC | Mount Dora | 1 | $25.6 million | $25.6 million | adviserinfo.sec.gov |
| Private Capital Management | Naples | 7 | $23.9 million | $1.44 billion | adviserinfo.sec.gov |
| Mas Advisors LLC | Coral Gables | 1 | $22.2 million | $2.56 billion | adviserinfo.sec.gov |
| Servatus Capital | Naples | 1 | $20.8 million | $110.1 million | adviserinfo.sec.gov |
| Miller Value Partners, LLC | Sarasota | 2 | $20.6 million | $418.2 million | adviserinfo.sec.gov |
| Lion Capital Advisors LLC | Miami | 7 | $17.5 million | $94.8 million | adviserinfo.sec.gov |
| Kawa Capital Management, Inc. | Hallandale Beach | 3 | $10.9 million | $2.82 billion | adviserinfo.sec.gov |
| The Ambrus Group LLC | Tampa | 1 | $10 million | $485.1 million | adviserinfo.sec.gov |
| Mendon Capital Advisors Corp | Key Largo | 1 | $9.4 million | $253.8 million | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | 5 | $9.1 million | $4.61 billion | adviserinfo.sec.gov |
| Singer Wealth Advisors LLC | Boca Raton | Fewer than 5 | $6.6 million | $910.6 million | adviserinfo.sec.gov |
| Wealthtrust Asset Management, LLC | Destin | 6 | $5.9 million | $217.4 million | adviserinfo.sec.gov |
| Jaffe Tilchin Investment Partners, LLC | Tampa | 1 | $5.2 million | $2.45 billion | adviserinfo.sec.gov |
| Chacon Diaz & Di Virgilio Wealth Management, LLC | Gainesville | 52 | $4.5 million | $90.3 million | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | 27 | $3.3 million | $15.98 billion | adviserinfo.sec.gov |
| Cambier Capital, LLC | Naples | 1 | $348,928 | $165.5 million | adviserinfo.sec.gov |
| Client 1st Advisory Group | Dunedin | Fewer than 5 | $318,534 | $511.5 million | adviserinfo.sec.gov |
| Gladstone Wealth Partners | Palm Beach Gardens | 1 | $193,033 | $5.68 billion | adviserinfo.sec.gov |
| Angelus Investment Consulting, Inc. | Coral Gables | 1 | $141,791 | $226 million | adviserinfo.sec.gov |
| Ned Davis Research, Inc. | Sarasota | 1,089 | 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.