Data / Investment advisers / Serving pension and profit sharing plans / Florida

Investment advisers in Florida serving pension and profit sharing plans: 280 firms

Name: Investment advisers in Florida serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
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280 SEC registered investment advisers with a main office in Florida report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $183 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.

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280Advisers
$183 billionAUM from this client type
274Advisers over $100 million
November 2, 2026File date

Advisers in Florida serving pension and profit sharing plans

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
Raymond James & Associates, Inc.	St. Petersburg	9,726	$46.10 billion	$500.96 billion	adviserinfo.sec.gov
Sanders Capital, LLC	West Palm Beach	43	$41.42 billion	$122.18 billion	adviserinfo.sec.gov
Raymond James Financial Services Advisors, Inc	Saint Petersburg	8,500	$26.97 billion	$390.04 billion	adviserinfo.sec.gov
The Baldwin Group Wealth Advisors, LLC	Tampa	528	$7.93 billion	$27.28 billion	adviserinfo.sec.gov
Loop Capital Asset Management	Miami	31	$5.41 billion	$10.81 billion	adviserinfo.sec.gov
Newport Group Consulting, LLC	Lake Mary	3,761	$5.05 billion	$5.05 billion	adviserinfo.sec.gov
Slavic Mutual Funds Management Corp.	Boca Raton	351	$4.94 billion	$4.97 billion	adviserinfo.sec.gov
Independent Financial Partners	Tampa	780	$3.77 billion	$16.29 billion	adviserinfo.sec.gov
Doubleline Capital LP	Tampa	15	$3.68 billion	$93.32 billion	adviserinfo.sec.gov
Advus Financial Partners, LLC	Winter Park	82	$2.87 billion	$3.97 billion	adviserinfo.sec.gov
Deprince, Race & Zollo, Inc.	Winter Park	28	$2.57 billion	$5.89 billion	adviserinfo.sec.gov
Fiduciary First	Maitland	27	$2.46 billion	$2.46 billion	adviserinfo.sec.gov
Sanctuary Advisors, LLC	Miami	85	$2.20 billion	$34.88 billion	adviserinfo.sec.gov
Ingham Retirement Group	Miami	261	$1.93 billion	$2.62 billion	adviserinfo.sec.gov
Intech	West Palm Beach	10	$1.74 billion	$15.47 billion	adviserinfo.sec.gov
Polen Capital Management, LLC	Boca Raton	22	$1.69 billion	$24.06 billion	adviserinfo.sec.gov
GQG Partners	Fort Lauderdale	9	$1.59 billion	$163.86 billion	adviserinfo.sec.gov
Assuredpartners Investment Advisors	Orlando	330	$1.32 billion	$3.88 billion	adviserinfo.sec.gov
HQ Capital Private Equity LLC	Miami	2	$1.23 billion	$5.40 billion	adviserinfo.sec.gov
Provenance Wealth Advisors	Fort Lauderdale	119	$1.17 billion	$3.63 billion	adviserinfo.sec.gov
Corient	Miami	97	$1.16 billion	$165.25 billion	adviserinfo.sec.gov
Hood River Capital Management LLC	Palm Beach Gardens	11	$1.11 billion	$9.45 billion	adviserinfo.sec.gov
Daybright Advisory Services, Inc.	Miami	696	$997.4 million	$997.4 million	adviserinfo.sec.gov
Kopernik Global Investors, LLC	Tampa	1	$838.1 million	$10.18 billion	adviserinfo.sec.gov
Lri Investments	Palm Beach Gardens	104	$809.2 million	$2.78 billion	adviserinfo.sec.gov
Nesteggs, Inc.	Jacksonville	443	$795.2 million	$911.3 million	adviserinfo.sec.gov
III Capital Management	Boca Raton	5	$771.2 million	$88.24 billion	adviserinfo.sec.gov
Ceredex Value Advisors LLC	Winter Park	Fewer than 5	$661.4 million	$3.43 billion	adviserinfo.sec.gov
Mariner Institutional, LLC	Winter Park	14	$569.7 million	$2.82 billion	adviserinfo.sec.gov
H.I.G. Capital, LLC	Miami	Fewer than 5	$491.2 million	$72.33 billion	adviserinfo.sec.gov
Daher Capital Group, LLC	Jupiter	23	$490 million	$490 million	adviserinfo.sec.gov
Certified Advisory Corp	Altamonte Springs	63	$485.4 million	$3.04 billion	adviserinfo.sec.gov
Whitestar Advisors, LLC	Boca Raton	27	$454.5 million	$454.5 million	adviserinfo.sec.gov
Concise Capital Management, L.P.	Miami	Fewer than 5	$451.9 million	$838.6 million	adviserinfo.sec.gov
Arga Investment Management, LP	Miami	Fewer than 5	$401.2 million	$24.57 billion	adviserinfo.sec.gov
CPS Investment Advisors	Lakeland	220	$366.8 million	$2.89 billion	adviserinfo.sec.gov
Gramercy Funds Management LLC	West Palm Beach	Fewer than 5	$327.8 million	$8.69 billion	adviserinfo.sec.gov
Cic, LLC	Marco Island	1	$299.8 million	$299.8 million	adviserinfo.sec.gov
Dakota Wealth, LLC	Palm Beach Gardens	14	$297 million	$6.94 billion	adviserinfo.sec.gov
Delta Capital Management, LLC	Maitland	108	$277.4 million	$277.4 million	adviserinfo.sec.gov
Familywealth	Lake Mary	24	$247 million	$394.6 million	adviserinfo.sec.gov
Templeton Investment Counsel, LLC	Ft. Lauderdale	Fewer than 5	$243.8 million	$4.61 billion	adviserinfo.sec.gov
Power Financial Partners, LLC	Tampa	117	$239 million	$329.1 million	adviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLC	Tampa	117	$235.6 million	$2.45 billion	adviserinfo.sec.gov
Anderson Financial Partners, Inc.	Ponte Vedra	4	$231 million	$1.52 billion	adviserinfo.sec.gov
Eagle Asset Management Inc	St. Petersburg	6	$188 million	$60.65 billion	adviserinfo.sec.gov
Imz Advisory Inc.	Boca Raton	70	$154.9 million	$452.7 million	adviserinfo.sec.gov
RBF Capital Management, Inc.	Sarasota	6	$152.6 million	$160.6 million	adviserinfo.sec.gov
Calton & Associates, Inc.	Tampa	227	$126.6 million	$1.58 billion	adviserinfo.sec.gov
Cwa Asset Management Group	Naples	40	$116.2 million	$4.51 billion	adviserinfo.sec.gov
Rwa Advisors	Boca Raton	8	$98 million	$199.1 million	adviserinfo.sec.gov
Financial Designs Wealth Management	Miami	62	$87.3 million	$261.2 million	adviserinfo.sec.gov
Moran Wealth Management, LLC	Naples	22	$81.9 million	$5.10 billion	adviserinfo.sec.gov
Pasqua Wealth Solutions	Palm City	8	$78.9 million	$129.7 million	adviserinfo.sec.gov
Bowen, Hanes & Co Inc	Ponte Vedra Beach	5	$76.3 million	$4.62 billion	adviserinfo.sec.gov
Koss-Olinger Consulting, LLC.	Gainesville	20	$68.4 million	$2.23 billion	adviserinfo.sec.gov
Pullen Investment Management	Bradenton	6	$66.1 million	$221 million	adviserinfo.sec.gov
Smith Bruer	Tallahassee	20	$65.4 million	$238.5 million	adviserinfo.sec.gov
Tremblant Capital Group	West Palm Beach	Fewer than 5	$60.7 million	$744.6 million	adviserinfo.sec.gov
Collaborative Wealth	Lake Mary	11	$58.1 million	$653.3 million	adviserinfo.sec.gov
Opinicus	Tampa	38	$52.8 million	$297.1 million	adviserinfo.sec.gov
Bramshill Investments, LLC	Naples	7	$51.7 million	$8.14 billion	adviserinfo.sec.gov
Cumberland Advisors	Sarasota	8	$50.1 million	$3.22 billion	adviserinfo.sec.gov
Sollinda Capital Management LLC	Miami	17	$49.2 million	$1.02 billion	adviserinfo.sec.gov
Clarity Capital Advisors, LLC	Lakewood Ranch	11	$45.5 million	$406.3 million	adviserinfo.sec.gov
Financial Independence Advisors, LLC	Jacksonville	34	$43 million	$189.6 million	adviserinfo.sec.gov
Targeted Financial Services, LLC	Seminole	48	$42.2 million	$353.4 million	adviserinfo.sec.gov
DSM Capital Partners	Palm Beach Gardens	4	$41.9 million	$7.56 billion	adviserinfo.sec.gov
Evensky & Katz/Foldes Wealth Management	Coral Gables	4	$41 million	$3.21 billion	adviserinfo.sec.gov
3edge Asset Management, LP	Naples	9	$40.3 million	$1.95 billion	adviserinfo.sec.gov
Burgess Chambers & Associates Inc	Orlando	2	$39.1 million	$165.9 million	adviserinfo.sec.gov
Suncoast Equity Management, LLC	Tampa	16	$39 million	$2.11 billion	adviserinfo.sec.gov
Global Trust	Palm Beach Gardens	27	$38.5 million	$450.2 million	adviserinfo.sec.gov
Money Concepts Advisory Service	Palm Beach Gardens	143	$37.4 million	$4.07 billion	adviserinfo.sec.gov
Tobias Financial Advisors	Plantation	9	$35.1 million	$1.19 billion	adviserinfo.sec.gov
Carpenter, Claydon Advisors, Inc.	Maitland	10	$33.9 million	$294.9 million	adviserinfo.sec.gov
ARK Invest	St. Petersburg	Fewer than 5	$33.8 million	$15.98 billion	adviserinfo.sec.gov
Consilium Investment Management LLC	Fort Lauderdale	1	$33.7 million	$540.6 million	adviserinfo.sec.gov
Plan to Prosper Wealth Management	Ormond Beach	28	$33.1 million	$234.3 million	adviserinfo.sec.gov
401k Generation	Altamonte Springs,	90	$32.8 million	$156.4 million	adviserinfo.sec.gov
55 North Private Wealth	Winter Park	6	$32.8 million	$581.3 million	adviserinfo.sec.gov
Cogent Private Wealth	Orlando	14	$32.7 million	$250.3 million	adviserinfo.sec.gov
Keyes, Stange & Wooten Wealth Management, LLC	Daytona Beach	16	$32.1 million	$400.1 million	adviserinfo.sec.gov
Bassam Wealth Management, LLC	Palm Beach	Fewer than 5	$31.9 million	$241 million	adviserinfo.sec.gov
Heritage Investment Group, Inc.	Pompano Beach	4	$31.2 million	$2.23 billion	adviserinfo.sec.gov
Canopy 360 Wealth, LLC	Ocala	28	$31.1 million	$382.8 million	adviserinfo.sec.gov
Unique Wealth, LLC	Tampa	27	$29.5 million	$965.6 million	adviserinfo.sec.gov
Compass Financial Management LLC	Tampa	37	$29.4 million	$893.8 million	adviserinfo.sec.gov
Fairholme Capital Management, L.L.C.	South Miami	5	$28.3 million	$2.14 billion	adviserinfo.sec.gov
Satovsky Asset Management LLC	West Palm Beach	6	$27.3 million	$974.8 million	adviserinfo.sec.gov
Agw Capital Advisors	Tampa	4	$26.7 million	$1.73 billion	adviserinfo.sec.gov
Global Financial Private Client	Sarasota	Fewer than 5	$26 million	$828.3 million	adviserinfo.sec.gov
Certuity, LLC	North Palm Beach	30	$24.9 million	$3.30 billion	adviserinfo.sec.gov
Fogel Capital Management Inc	Stuart	24	$24 million	$436.7 million	adviserinfo.sec.gov
Fiori Financial Group	Fort Lauderdale	12	$23.8 million	$567.4 million	adviserinfo.sec.gov
Marquis Wealth Management Group	Fort Myers	8	$21.6 million	$489.2 million	adviserinfo.sec.gov
Intellus Advisors, LLC	Naples	8	$21 million	$1.35 billion	adviserinfo.sec.gov
Professional Advisory Services Inc	Vero Beach	6	$20.3 million	$1.26 billion	adviserinfo.sec.gov
Tactive Advisors, LLC	Sarasota	1	$19.6 million	$619 million	adviserinfo.sec.gov
Schorn Wealth	Englewood	8	$19.5 million	$392.4 million	adviserinfo.sec.gov
Keating Investment Counselors Inc	Delray Beach	2	$19.2 million	$383.1 million	adviserinfo.sec.gov
Ruggiero Investments	West Palm Beach	Fewer than 5	$19.2 million	$137.6 million	adviserinfo.sec.gov
FR Financial Advisors LLC	Coral Springs	17	$18.4 million	$135.7 million	adviserinfo.sec.gov
Highland Investment Advisors LLC	Ponte Vedra	5	$17.3 million	$368.3 million	adviserinfo.sec.gov
Atticus Wealth Management	Palm Beach Gardens	5	$17.2 million	$565.3 million	adviserinfo.sec.gov
Xcel Wealth Management, LLC	Holly Hill	11	$16.7 million	$497.9 million	adviserinfo.sec.gov
Provise Management Group, LLC	Clearwater	10	$15.5 million	$2.03 billion	adviserinfo.sec.gov
Flavin Financial Services, Inc.	Melbourne	10	$15.5 million	$205 million	adviserinfo.sec.gov
Advantage Wealth Partners	Fort Myers	7	$15.3 million	$675.5 million	adviserinfo.sec.gov
Walsh & Associates, LLC	Sarasota	9	$15.3 million	$827.7 million	adviserinfo.sec.gov
Osprey Capital Management Corp.	Miami Beach	Fewer than 5	$15.2 million	$197.2 million	adviserinfo.sec.gov
Good Life Advisors, LLC	Celebration	219	$15 million	$4.35 billion	adviserinfo.sec.gov
Invenio Wealth Partners, LLC	Coral Gables	9	$14.7 million	$364 million	adviserinfo.sec.gov
Red Reef Advisors LLC	Boca Raton	2	$14.7 million	$135 million	adviserinfo.sec.gov
Fidelis Capital	Tampa	1	$14.6 million	$2.28 billion	adviserinfo.sec.gov
One Wealth Investors	Boca Raton	14	$14.5 million	$193.5 million	adviserinfo.sec.gov
Global Wealth Management Investment Advisory, Inc.	Fort Lauderdale	39	$13.7 million	$722.8 million	adviserinfo.sec.gov
Boca Wealth Advisors	Boca Raton	4	$13.5 million	$378.6 million	adviserinfo.sec.gov
Personal Financial Profiles Inc	Coral Springs	1	$13.3 million	$335.3 million	adviserinfo.sec.gov
Indivisible Partners	Clearwater	14	$13.2 million	$2.08 billion	adviserinfo.sec.gov
Firstrust	Daytona Beach	1	$13 million	$250 million	adviserinfo.sec.gov
Financial Trust Asset Management Chartered	Boca Raton	2	$12.8 million	$141.9 million	adviserinfo.sec.gov
J. L. Bainbridge & Co., Inc.	Sarasota	3	$12.8 million	$1.37 billion	adviserinfo.sec.gov
Atlantic Family Wealth, LLC	Coral Gables	6	$12.7 million	$210.1 million	adviserinfo.sec.gov
Meira Wealth	Coral Gables	4	$12.3 million	$317.8 million	adviserinfo.sec.gov
Evolution Wealth Advisors, LLC	Aventura	6	$12.3 million	$1.96 billion	adviserinfo.sec.gov
Timucuan Asset Management Inc	Jacksonville	5	$12.2 million	$3.81 billion	adviserinfo.sec.gov
Baron Silver Stevens Financial Advisors, LLC	Boca Raton	8	$11.9 million	$1.20 billion	adviserinfo.sec.gov
Aurora Investment Managers, LLC	Naples	6	$11.2 million	$358.7 million	adviserinfo.sec.gov
Alternative Investment Advisors, LLC	Maitland	6	$10.4 million	$385.9 million	adviserinfo.sec.gov
Davis Private Wealth, LLC	Royal Palm Beach	15	$10.4 million	$192.7 million	adviserinfo.sec.gov
NFSG Corporation	Boca Raton	20	$10.1 million	$1.08 billion	adviserinfo.sec.gov
Corrales & Co.	Miami	9	$9.8 million	$174.2 million	adviserinfo.sec.gov
Wealthgen Advisors, LLC	Sarasota	3	$9.7 million	$146.6 million	adviserinfo.sec.gov
Moseley Investment Management, Inc.	Bradention	Fewer than 5	$9.5 million	$456.8 million	adviserinfo.sec.gov
Firestone Capital Management Inc	South Miami	Fewer than 5	$9.5 million	$806.2 million	adviserinfo.sec.gov
Truvestments Capital LLC	Sarasota	Fewer than 5	$9.4 million	$660.8 million	adviserinfo.sec.gov
Nautilus Wealth Advisors	Indialantic	8	$9.4 million	$107.9 million	adviserinfo.sec.gov
Proxy Wealth Advisors LLC	Windermere	9	$9.3 million	$83.3 million	adviserinfo.sec.gov
Rossby Financial, LLC	Melbourne	11	$9.2 million	$854.8 million	adviserinfo.sec.gov
One + One Wealth Management, LLC	Jupiter	Fewer than 5	$9.1 million	$383 million	adviserinfo.sec.gov
PFG Private Wealth Management, LLC	Lutz	3	$8.6 million	$289 million	adviserinfo.sec.gov
Allegiance Financial Advisors, Inc.	Jacksonville	1	$8.6 million	$181.9 million	adviserinfo.sec.gov
Insigneo Advisory Services, LLC	Miami	16	$8.5 million	$5.16 billion	adviserinfo.sec.gov
Shariaportfolio, Inc.	Lake Mary	15	$8.3 million	$3.01 billion	adviserinfo.sec.gov
Psi Advisors, LLC	Tampa	15	$8.1 million	$800.9 million	adviserinfo.sec.gov
Materetsky Financial Group	Boynton Beach	12	$8 million	$720.8 million	adviserinfo.sec.gov
Disciplined Equity Management, Inc.	Neptune Beach	Fewer than 5	$8 million	$521 million	adviserinfo.sec.gov
Bci Securities, Inc.	Miami	2	$7.8 million	$402.2 million	adviserinfo.sec.gov
Primoris Wealth Advisors, LLC	North Palm Beach	5	$7.6 million	$230 million	adviserinfo.sec.gov
Wealth Advisors of Tampa Bay	Tampa	Fewer than 5	$7.5 million	$456.8 million	adviserinfo.sec.gov
Vigil Wealth Management, LLC	Ponte Vedra Beach	6	$7.2 million	$186 million	adviserinfo.sec.gov
J. W. Cole Advisors, Inc.	Tampa	7	$6.9 million	$8.25 billion	adviserinfo.sec.gov
Exodus Wealth, LLC	Fort Lauderdale	20	$6.8 million	$483.6 million	adviserinfo.sec.gov
Merited Wealth, LLC	North Bay Village	2	$6.8 million	$186.1 million	adviserinfo.sec.gov
Spraker West Wealth Management, Inc	Winter Park	4	$6.6 million	$265.3 million	adviserinfo.sec.gov
Ralicki Wealth Management & Trust Services	Stuart	4	$6.6 million	$129 million	adviserinfo.sec.gov
Sanchez Wealth Management Group, LLC	Jacksonville	2	$6.4 million	$571.2 million	adviserinfo.sec.gov
Gunn & Company Investment Management, Inc.	Jacksonville	10	$6.4 million	$213.5 million	adviserinfo.sec.gov
Camarda Wealth Advisory Group	Fleming Island	Fewer than 5	$6.3 million	$315.4 million	adviserinfo.sec.gov
Benchmark Financial Wealth Advisors LLC	Boca Raton	2	$6.1 million	$766.1 million	adviserinfo.sec.gov
Azzendo Wealth Advisors	Coral Gables	5	$6 million	$300.1 million	adviserinfo.sec.gov
Private Capital Management	Naples	Fewer than 5	$6 million	$1.44 billion	adviserinfo.sec.gov
The Life Wealth Group	Winter Garden	5	$5.8 million	$490.6 million	adviserinfo.sec.gov
Northbridge Financial Group, LLC	Tampa	5	$5.7 million	$413.1 million	adviserinfo.sec.gov
Solist Financial	Tampa	1	$5.6 million	$130.1 million	adviserinfo.sec.gov
G. a. Repple & Company	Casselberry	40	$5.6 million	$716.3 million	adviserinfo.sec.gov
Castle Wealth Management	Boynton Beach	3	$5.6 million	$430.1 million	adviserinfo.sec.gov
Chronos Wealth Management, L.L.C.	Clearwater	2	$5.5 million	$274 million	adviserinfo.sec.gov
Naples Global Advisors	Naples	Fewer than 5	$5.5 million	$2.00 billion	adviserinfo.sec.gov
Paulson Wealth Management Inc.	West Palm Beach	Fewer than 5	$5.5 million	$558.9 million	adviserinfo.sec.gov
Fourthought Financial Partners, LLC.	Venice	8	$5.3 million	$1.93 billion	adviserinfo.sec.gov
Siler Wealth Management	Longwood	9	$5.2 million	$188.6 million	adviserinfo.sec.gov
Familywealth Asset Management	Lake Mary	6	$5 million	$177 million	adviserinfo.sec.gov
Quantum Private Wealth, LLC	Tampa	2	$4.9 million	$418 million	adviserinfo.sec.gov
Riverplace Capital Management Inc	Jacksonville	Fewer than 5	$4.9 million	$267.4 million	adviserinfo.sec.gov
Column Park Asset Management, LP	Cocoa Beach	1	$4.9 million	$148.8 million	adviserinfo.sec.gov
Clarity Financial Advisors LLC	St. Petersburg	6	$4.7 million	$149.5 million	adviserinfo.sec.gov
Intrepid Capital Management Inc	Jacksonville Beach	7	$4.6 million	$1.62 billion	adviserinfo.sec.gov
Gladstone Wealth Partners	Palm Beach Gardens	14	$4.5 million	$5.68 billion	adviserinfo.sec.gov
Win Advisors, Inc	Palm Beach Gardens	23	$4.4 million	$266.8 million	adviserinfo.sec.gov
Flaharty Asset Management, LLC	Clearwater	6	$4.4 million	$901.6 million	adviserinfo.sec.gov
Sawgrass Asset Management LLC	Ponte Vedra Beach	1	$4.2 million	$2.05 billion	adviserinfo.sec.gov
Wisdom Planning Group	Orlando	6	$4.1 million	$112.9 million	adviserinfo.sec.gov
Macke Financial Advisory Group	Fort Myers	Fewer than 5	$4.1 million	$175.7 million	adviserinfo.sec.gov
Sound Income Strategies, LLC	Fort Lauderdale	4	$3.9 million	$4.18 billion	adviserinfo.sec.gov
Spyrnal Financial Group	Bokeelia	Fewer than 5	$3.9 million	$145.5 million	adviserinfo.sec.gov
Dorman Financial Management, P.A.	Maitland	Fewer than 5	$3.8 million	$160.6 million	adviserinfo.sec.gov
The Holland Group, Retirement Wealth Advisors, LLC	Clearwater	11	$3.7 million	$286.1 million	adviserinfo.sec.gov
Andrew Hill Investment Advisors, Inc.	Naples	1	$3.7 million	$231.3 million	adviserinfo.sec.gov
Coquina Private Wealth Advisors	Port Charlotte	9	$3.7 million	$417.6 million	adviserinfo.sec.gov
Asset Planning Corporation	W. Palm Beach	2	$3.6 million	$104.4 million	adviserinfo.sec.gov
Neil Jesani Wealth Management	Sunrise	10	$3.6 million	$194.2 million	adviserinfo.sec.gov
Mori Huston Partners	Miami	1	$3.6 million	$241.6 million	adviserinfo.sec.gov
Grand Central Investment Group, LLC	Tampa	3	$3.6 million	$196.2 million	adviserinfo.sec.gov
Victrix Investment Advisors	Stuart	7	$3.5 million	$343.3 million	adviserinfo.sec.gov
Aventura Private Wealth, LLC	Aventura	3	$3.4 million	$374.8 million	adviserinfo.sec.gov
Lyons Wealth Management	Winter Park	4	$3.4 million	$109.1 million	adviserinfo.sec.gov
MFP Financial Services, LLC	Safety Harbor	2	$3.4 million	$361 million	adviserinfo.sec.gov
Lifestyle Freedom Advisory Group, LLC	Bradenton	6	$3.2 million	$156.8 million	adviserinfo.sec.gov
Lyons Investment Management	Winter Park	2	$3.2 million	$73.1 million	adviserinfo.sec.gov
E. Batoff & Co., Inc.	Tampa	Fewer than 5	$3.2 million	$249.2 million	adviserinfo.sec.gov
GFG Capital	Miami	2	$3.2 million	$1.01 billion	adviserinfo.sec.gov
Brightwater Advisory, LLC	Tampa	3	$3.1 million	$303.8 million	adviserinfo.sec.gov
Center for Asset Management, LLC	Palm Beach Gardens	Fewer than 5	$2.9 million	$257.1 million	adviserinfo.sec.gov
Kingsman Wealth Management Inc.	Pensacola	Fewer than 5	$2.9 million	$235 million	adviserinfo.sec.gov
Orca Wealth Management, LLC	New Port Richey	3	$2.8 million	$224.4 million	adviserinfo.sec.gov
Gables Capital Management, Inc.	Miami	3	$2.7 million	$438.8 million	adviserinfo.sec.gov
Golden Road Advisors LLC	Tampa	Fewer than 5	$2.7 million	$237.7 million	adviserinfo.sec.gov
Augustine Asset Management Inc	Jacksonville	1	$2.7 million	$783.3 million	adviserinfo.sec.gov
Martin Investment Management, LLC	Palm Beach Gardens	4	$2.5 million	$888.1 million	adviserinfo.sec.gov
Dale K. Ehrhart, Inc.	Venice	3	$2.5 million	$648.8 million	adviserinfo.sec.gov
Successful Portfolios LLC	Clearwater	Fewer than 5	$2.4 million	$281.5 million	adviserinfo.sec.gov
Waterstone Financial Advisory LLC	Fort Myers	1	$2.4 million	$262.5 million	adviserinfo.sec.gov
Guardant Wealth Advisors	Miami	2	$2.4 million	$204.4 million	adviserinfo.sec.gov
Unified Wealth Management LLC	Oldsmar	2	$2.2 million	$151.3 million	adviserinfo.sec.gov
Dimension Capital Management LLC	Coral Gables	2	$2.2 million	$7.29 billion	adviserinfo.sec.gov
Kaufman Rossin Wealth, LLC	Miami	1	$2.1 million	$506.7 million	adviserinfo.sec.gov
Core Wealth Advisors, Inc.	Lakeland	Fewer than 5	$2.1 million	$702.1 million	adviserinfo.sec.gov
Craft Wealth Services	Tampa	2	$2.1 million	$120.8 million	adviserinfo.sec.gov
Element Pointe Family Office	Miami	1	$1.9 million	$1.22 billion	adviserinfo.sec.gov
Singer Wealth Advisors LLC	Boca Raton	Fewer than 5	$1.8 million	$910.6 million	adviserinfo.sec.gov
Stillwater Wealth Management Group LLC	Juno Beach	Fewer than 5	$1.7 million	$206.6 million	adviserinfo.sec.gov
Aristotle Atlantic Partners, LLC	Sarasota	Fewer than 5	$1.6 million	$2.22 billion	adviserinfo.sec.gov
Hudson Value Partners, LLC	Palm Beach	Fewer than 5	$1.6 million	$678.3 million	adviserinfo.sec.gov
Strategic Asset Management Group Advisors	Pompano Beach	1	$1.6 million	$416.5 million	adviserinfo.sec.gov
Financial Advisory Partners, LLC	Winter Park	2	$1.5 million	$377.8 million	adviserinfo.sec.gov
Antonetti Capital Management, LLC	Naples	2	$1.5 million	$129.4 million	adviserinfo.sec.gov
Noesis Capital Management Corp	Boca Raton	1	$1.4 million	$876.9 million	adviserinfo.sec.gov
Omnia Family Wealth, LLC	Aventura	Fewer than 5	$1.3 million	$994.6 million	adviserinfo.sec.gov
Douglas Capital Management Inc	Jacksonville	3	$1.3 million	$295.2 million	adviserinfo.sec.gov
Fdi Wealth Management, LLC	Miami	1	$1.3 million	$283.8 million	adviserinfo.sec.gov
Saltmarsh Financial Advisors, LLC	Pensacola	1	$1.3 million	$356.5 million	adviserinfo.sec.gov
Capstone Wealth Management Corp.	Lakeland	2	$1.2 million	$109.4 million	adviserinfo.sec.gov
Motiv8 Investments LLC	Port St Lucie	6	$1.2 million	$219.1 million	adviserinfo.sec.gov
Thomas J. Herzfeld Advisors, Inc.	Miami Beach	4	$1.1 million	$1.34 billion	adviserinfo.sec.gov
Mra Advisory Group	Sarasota	7	$1.1 million	$361.3 million	adviserinfo.sec.gov
Barnett Capital Advisors LLC	Miami	6	$1.1 million	$161.1 million	adviserinfo.sec.gov
Forza Wealth Management	Sarasota	Fewer than 5	$1 million	$422.4 million	adviserinfo.sec.gov
1650 Wealth Management, LLC	Lighthouse Point	1	$1 million	$119.7 million	adviserinfo.sec.gov
Chipser Wealth Management, LLC	Destin	Fewer than 5	$1 million	$140 million	adviserinfo.sec.gov
Sulzberger Capital Advisors, Inc.	Miami	1	$992,173	$117.1 million	adviserinfo.sec.gov
Servatus Capital	Naples	1	$947,067	$110.1 million	adviserinfo.sec.gov
Ibex Wealth Advisors, LLC	West Palm Beach	2	$902,059	$1.28 billion	adviserinfo.sec.gov
Jake Carris Financial Planning	Orlando	Fewer than 5	$827,623	$109.7 million	adviserinfo.sec.gov
Cypress Capital	Tallahassee	Fewer than 5	$825,090	$143.2 million	adviserinfo.sec.gov
Storms & Rowdon Financial Services, Inc.	Ormond Beach	Fewer than 5	$767,904	$141.2 million	adviserinfo.sec.gov
SFG Wealth Advisors, LLC	Tampa	Fewer than 5	$724,165	$187.7 million	adviserinfo.sec.gov
Parady Wealth Management	The Villages	21	$658,779	$145.7 million	adviserinfo.sec.gov
Mendoza Private Wealth	North Miami	Fewer than 5	$638,000	$101.4 million	adviserinfo.sec.gov
B&C Financial Advisors	Ponte Vedra Beach	Fewer than 5	$605,516	$626 million	adviserinfo.sec.gov
Reshape Wealth	Boca Raton	Fewer than 5	$550,364	$232.2 million	adviserinfo.sec.gov
Harvey Capital Management Inc	Palm Beach	2	$548,428	$579.4 million	adviserinfo.sec.gov
Synergy Investment Management LLC	Altamonte Springs	3	$526,849	$681.5 million	adviserinfo.sec.gov
Instrumental Wealth, LLC	Tampa	1	$471,461	$508 million	adviserinfo.sec.gov
1st Discount Brokerage, Inc.	Lake Worth	1	$437,140	$131.4 million	adviserinfo.sec.gov
Naples Money Management LLC	Naples	1	$429,942	$164.4 million	adviserinfo.sec.gov
Wealthtrust Asset Management, LLC	Destin	2	$425,901	$217.4 million	adviserinfo.sec.gov
Sterling Bridge Financial Group LLC	Palm Harbor	1	$365,546	$131.1 million	adviserinfo.sec.gov
Blackston Financial Advisory Group, LLC	The Villages	6	$338,984	$332.8 million	adviserinfo.sec.gov
Bayshore Wealth Advisors	Coral Gables	1	$295,815	$740.1 million	adviserinfo.sec.gov
Cassedy Financial Group, Inc.	Tampa	1	$284,035	$248.4 million	adviserinfo.sec.gov
Peninsula Asset Management Inc	Bradenton	Fewer than 5	$185,082	$284.1 million	adviserinfo.sec.gov
Concurrent Investment Advisors, LLC	Tampa	1	$183,504	$15.73 billion	adviserinfo.sec.gov
Evolution Wealth Management Inc.	Fort Myers	Fewer than 5	$179,868	$171.7 million	adviserinfo.sec.gov
Glaxis Capital Management, LLC	Sarasota	1	$151,731	$160.8 million	adviserinfo.sec.gov
Covingtonalsina	Jacksonville	1	$146,798	$282.9 million	adviserinfo.sec.gov
Second Half Financial Partners, LLC	Sebring	2	$145,000	$128 million	adviserinfo.sec.gov
Prince Asset Management, Inc.	Sarasota	2	$138,000	$137.7 million	adviserinfo.sec.gov
Jacksonville Wealth Management	Jacksonville	Fewer than 5	$123,021	$533.5 million	adviserinfo.sec.gov
Portfolio Resources Advisor Group, Inc.	Coral Gables	1	$13,500	$121.9 million	adviserinfo.sec.gov
Spectra Investment Management, LLC	Stuart	1	$1	$306.8 million	adviserinfo.sec.gov
CMC Advisors, Inc.	Boca Raton	271	Not listed	Not listed	adviserinfo.sec.gov
Kovack Advisors, Inc.	Ft. Lauderdale	181	Not listed	$6.28 billion	adviserinfo.sec.gov
Ned Davis Research, Inc.	Sarasota	23	Not listed	$2.2 million	adviserinfo.sec.gov
Remotiv / Financial Soundings	Coconut Grove	12	Not listed	Not listed	adviserinfo.sec.gov
Palm Wealth Partners	Boca Raton	8	Not listed	$179.3 million	adviserinfo.sec.gov
Moisand Fitzgerald Tamayo, LLC	Orlando	6	Not listed	$1.35 billion	adviserinfo.sec.gov
FBMC Retirement Solutions, LLC	Tallahassee	5	Not listed	Not listed	adviserinfo.sec.gov
Holland Advisory Services, Inc.	Ormond Beach	1	Not listed	$307.7 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.