Data / Investment advisers / Florida
Investment advisers in Florida: 1,333 firms, $4.3 trillion in AUM
1,333 investment advisers have their main office in Florida: 1,099 SEC registered and 234 exempt reporting. The registered advisers report $4.3 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Citadel Advisors LLC with $571 billion.
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.
Get advisers in Florida over $100 millionWatch new advisers in FloridaGet private fund advisers in Florida
- 1,333Advisers
- 1,099SEC registered
- 234Exempt reporting
- $4.3 trillionTotal AUM
- 987Advisers over $100 million
- 606Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 1,333 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Citadel Advisors LLC | Miami | $570.62 billion | 37 | 3,284 | 37 | (786) 741-5389 | adviserinfo.sec.gov | |
| Raymond James & Associates, Inc. | St. Petersburg | $500.96 billion | 1,143,145 | 16,780 | Not listed | (727) 567-1000 | alexbrown.com | adviserinfo.sec.gov |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg | $390.04 billion | 1,107,860 | 9,675 | Not listed | (727) 567-3020 | raymondjames.com | adviserinfo.sec.gov |
| Corient | Miami | $165.25 billion | 113,752 | 1,537 | Not listed | (305) 735-2020 | adviserinfo.sec.gov | |
| GQG Partners | Fort Lauderdale | $163.86 billion | 6,445 | 227 | 6 | (754) 218-5500 | adviserinfo.sec.gov | |
| Elliott Investment Management L.P. | West Palm Beach | $128.62 billion | 48 | 665 | 13 | (561) 584-8800 | adviserinfo.sec.gov | |
| Sanders Capital, LLC | West Palm Beach | $122.18 billion | 110 | 26 | 3 | (212) 291-7900 | sanderscapital.com | adviserinfo.sec.gov |
| Lighthouse Investment Partners, LLC | Palm Beach Gardens | $107.45 billion | 140 | 449 | 139 | (561) 741-0820 | northrockllc.com | adviserinfo.sec.gov |
| Doubleline Capital LP | Tampa | $93.32 billion | 133 | 258 | 8 | (813) 791-7333 | adviserinfo.sec.gov | |
| III Capital Management | Boca Raton | $88.24 billion | 25 | 9 | 8 | (561) 544-4600 | iiicm.com | adviserinfo.sec.gov |
| Starwood Capital Group Management, L.L.C. | Miami Beach | $79.17 billion | 258 | 439 | 115 | (305) 695-5500 | adviserinfo.sec.gov | |
| Oc Investment Management LP | Miami | $75.93 billion | 4 | 15 | 1 | (305) 813-0610 | adviserinfo.sec.gov | |
| H.I.G. Capital, LLC | Miami | $72.33 billion | 194 | 1,039 | 151 | (305) 379-2322 | hig.com | adviserinfo.sec.gov |
| Bayview Asset Management, LLC | Coral Gables | $64.21 billion | 59 | 556 | 23 | (305) 854-8880 | bayview.com | adviserinfo.sec.gov |
| Digitalbridge Investment Management, LLC | Boca Raton | $61.10 billion | 86 | 285 | 59 | (561) 544-7475 | digitalbridge.com | adviserinfo.sec.gov |
| Eagle Asset Management Inc | St. Petersburg | $60.65 billion | 79,272 | 77 | Not listed | (727) 573-2453 | adviserinfo.sec.gov | |
| I Squared Capital Advisors (US) LLC | Miami | $60.09 billion | 76 | 331 | 123 | (786) 693-5700 | adviserinfo.sec.gov | |
| Cifc Asset Management LLC | Miami | $44.58 billion | 150 | 200 | 87 | (786) 652-3250 | adviserinfo.sec.gov | |
| Voloridge | Jupiter | $36.17 billion | 5 | 144 | 5 | (561) 231-5770 | adviserinfo.sec.gov | |
| Sanctuary Advisors, LLC | Miami | $34.88 billion | 62,617 | 770 | Not listed | (317) 975-7729 | adviserinfo.sec.gov | |
| The Baldwin Group Wealth Advisors, LLC | Tampa | $27.28 billion | 2,651 | 50 | Not listed | (813) 934-2743 | baldwin.com | adviserinfo.sec.gov |
| Smartx Advisory Solutions | West Palm Beach | $26.99 billion | 61 | 96 | Not listed | (561) 835-8690 | adviserinfo.sec.gov | |
| Alpha Wave Global, LP | Miami | $26.66 billion | 24 | 113 | 16 | (305) 360-3020 | adviserinfo.sec.gov | |
| Arga Investment Management, LP | Miami | $24.57 billion | 74 | 49 | 6 | (645) 229-5501 | adviserinfo.sec.gov | |
| Polen Capital Management, LLC | Boca Raton | $24.06 billion | 1,607 | 168 | 2 | (561) 241-2425 | glassdoor.com | adviserinfo.sec.gov |
| Rialto Capital Management, LLC | Miami | $21.73 billion | 66 | 82 | 22 | (305) 485-2077 | adviserinfo.sec.gov | |
| Universa Investments L.P. | Miami | $21.35 billion | 45 | 20 | 45 | (786) 483-3140 | universa.net | adviserinfo.sec.gov |
| Armour Capital Management LP | Vero Beach | $21.01 billion | 1 | 20 | Not listed | (772) 617-4340 | armourcap.com | adviserinfo.sec.gov |
| Kare Manager Holdings, L.P. | Boca Raton | $19.82 billion | 29 | 162 | 26 | (561) 300-6200 | adviserinfo.sec.gov | |
| Pentwater Capital Management LP | Naples | $19.26 billion | 23 | 45 | 7 | (239) 384-9750 | pwcm.com | adviserinfo.sec.gov |
| 1823 Partners (US) LLC | Miami | $18.53 billion | 5 | 52 | Not listed | (202) 431-7882 | 1823.partners | adviserinfo.sec.gov |
| Deep Blue Investment Advisors | Tampa | $18.16 billion | 33 | 20 | Not listed | (813) 238-4800 | deepblue-inv.com | adviserinfo.sec.gov |
| We Family Offices | Coral Gables | $17.75 billion | 112 | 65 | Not listed | (305) 825-2225 | adviserinfo.sec.gov | |
| Capital Wealth Planning, LLC | Naples | $17.25 billion | 14,502 | 30 | Not listed | (239) 593-2100 | adviserinfo.sec.gov | |
| Raymond James Investment Management | St Petersburg | $16.86 billion | 5 | 175 | 2 | (800) 521-1195 | carillontower.com | adviserinfo.sec.gov |
| Independent Financial Partners | Tampa | $16.29 billion | 54,154 | 328 | Not listed | (813) 341-0960 | stonelakewealthmgmt.com | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | $15.98 billion | 34 | 58 | 7 | (727) 810-8160 | adviserinfo.sec.gov | |
| Concurrent Investment Advisors, LLC | Tampa | $15.73 billion | 41,105 | 187 | Not listed | (813) 709-8800 | cornerstonepw.com | adviserinfo.sec.gov |
| Intech | West Palm Beach | $15.47 billion | 32 | 41 | 5 | (561) 775-1100 | adviserinfo.sec.gov | |
| CV Advisors LLC | Aventura | $15.08 billion | 5,953 | 82 | 14 | (305) 358-5990 | cv-advisors.com | adviserinfo.sec.gov |
| Digital Bridge Advisors, LLC | Boca Raton | $14.60 billion | 48 | 174 | 45 | (561) 570-4644 | digitalbridge.com | adviserinfo.sec.gov |
| Franklin Advisory Services, LLC | San Mateo | $14.07 billion | 66 | 2 | 6 | (650) 312-3000 | franklintempletonoffshore.com | adviserinfo.sec.gov |
| Dynasty Wealth Management, LLC | St. Petersburg | $13.88 billion | 30,663 | 200 | 2 | (212) 373-1000 | adviserinfo.sec.gov | |
| Capacuity LLC | Lake Mary | $13.87 billion | 218 | 40 | Not listed | (407) 949-6889 | capacuity.com | adviserinfo.sec.gov |
| Bimini Advisors, LLC | Vero Beach | $11.68 billion | 1 | 10 | Not listed | (772) 231-1400 | adviserinfo.sec.gov | |
| Loop Capital Asset Management | Miami | $10.81 billion | 90 | 23 | 3 | (305) 379-2100 | loopcapital.com | adviserinfo.sec.gov |
| Carlyle Aviation PDP Management LLC | Miami | $10.40 billion | 15 | 124 | 22 | (305) 579-2340 | carlyle.aero | adviserinfo.sec.gov |
| Kopernik Global Investors, LLC | Tampa | $10.18 billion | 13 | 44 | 3 | (813) 314-6100 | adviserinfo.sec.gov | |
| Hood River Capital Management LLC | Palm Beach Gardens | $9.45 billion | 56 | 20 | 3 | (561) 484-5699 | adviserinfo.sec.gov | |
| Comvest Credit Advisors, LLC | West Palm Beach | $9.25 billion | 12 | 150 | 12 | (561) 727-2000 | adviserinfo.sec.gov | |
| Deerpath Capital Management, LP | Fort Lauderdale | $9.03 billion | 42 | 100 | 20 | (617) 703-0653 | deerpathcapital.com | adviserinfo.sec.gov |
| Gramercy Funds Management LLC | West Palm Beach | $8.69 billion | 51 | 75 | 43 | (203) 552-1900 | adviserinfo.sec.gov | |
| Facet | West Palm Beach | $8.69 billion | 47,740 | 262 | Not listed | (443) 376-6222 | reddit.com | adviserinfo.sec.gov |
| J. W. Cole Advisors, Inc. | Tampa | $8.25 billion | 31,247 | 550 | Not listed | (813) 935-6776 | jw-cole.com | adviserinfo.sec.gov |
| Bramshill Investments, LLC | Naples | $8.14 billion | 2,536 | 38 | 2 | (239) 920-7310 | adviserinfo.sec.gov | |
| Flexpoint Ford, LLC | Miami | $7.89 billion | 22 | 65 | 22 | (786) 885-1850 | flexpointford.com | adviserinfo.sec.gov |
| Ae Industrial Partners, LP | Boca Raton | $7.72 billion | 36 | 90 | 36 | (203) 521-4466 | aeroequity.com | adviserinfo.sec.gov |
| DSM Capital Partners | Palm Beach Gardens | $7.56 billion | 2,466 | 25 | 2 | (561) 618-4000 | dsmcapital.com | adviserinfo.sec.gov |
| Dimension Capital Management LLC | Coral Gables | $7.29 billion | 570 | 50 | 94 | (305) 371-2776 | dimensioncapital.com | adviserinfo.sec.gov |
| Daemon Investment and Asset Management, LLC | Miami | $7.10 billion | 5 | 3 | 3 | (786) 577-3074 | daemoninvestments.com | adviserinfo.sec.gov |
| Community Capital Management, LLC | Fort Lauderdale | $7.00 billion | 89 | 39 | Not listed | (877) 272-1977 | adviserinfo.sec.gov | |
| Dakota Wealth, LLC | Palm Beach Gardens | $6.94 billion | 11,161 | 91 | 1 | (561) 774-8101 | dakotawm.com | adviserinfo.sec.gov |
| Imperial Fund Asset Management LLC | Fort Lauderdale | $6.84 billion | 89 | 12 | 4 | (855) 226-5200 | adviserinfo.sec.gov | |
| Prospect Capital Management L.P. | West Palm Beach | $6.64 billion | 4 | 143 | Not listed | (561) 285-4044 | adviserinfo.sec.gov | |
| Kovack Advisors, Inc. | Ft. Lauderdale | $6.28 billion | 20,493 | 320 | Not listed | (954) 782-4771 | kovackadvisors.com | adviserinfo.sec.gov |
| Rivernorth Capital Management, LLC | West Palm Beach | $6.17 billion | 32 | 20 | 5 | (561) 484-7185 | rivernorth.com | adviserinfo.sec.gov |
| A Fin Management LLC | Sunny Isles Beach | $6.16 billion | 6 | 30 | 6 | (305) 280-0680 | affinitypartners.com | adviserinfo.sec.gov |
| Pennantpark Investment Advisers, LLC | Miami Beach | $6.16 billion | 15 | 91 | 12 | (212) 905-1000 | adviserinfo.sec.gov | |
| Warren Equity Partners Manager, L.P. | Jacksonville Beach | $6.09 billion | 38 | 67 | 38 | (904) 746-7027 | warrenequity.com | adviserinfo.sec.gov |
| Trivest Investment Advisors, LLC | Coral Gables | $6.01 billion | 19 | 100 | 19 | (305) 858-2200 | adviserinfo.sec.gov | |
| Third Lake Partners, LLC | Tampa | $5.97 billion | 53 | 16 | 46 | (813) 497-8100 | adviserinfo.sec.gov | |
| Isam Funds (USA) LLC | Boca Raton | $5.95 billion | 12 | 69 | 3 | (212) 561-1200 | isamfunds.com | adviserinfo.sec.gov |
| Deprince, Race & Zollo, Inc. | Winter Park | $5.89 billion | 80 | 27 | 1 | (407) 420-9903 | adviserinfo.sec.gov | |
| Sun Capital Advisors, L.P. | Boca Raton | $5.84 billion | 16 | 58 | 16 | (561) 394-0550 | vimeo.com | adviserinfo.sec.gov |
| Gladstone Wealth Partners | Palm Beach Gardens | $5.68 billion | 18,794 | 186 | Not listed | (908) 719-1313 | gladstonewealth.com | adviserinfo.sec.gov |
| Altarock Partners LP | West Palm Beach | $5.66 billion | 2 | 7 | 2 | (561) 200-1300 | altarockpartners.com | adviserinfo.sec.gov |
| Yale Capital Corp. | St. Petersburg | $5.62 billion | 118 | 7 | Not listed | (727) 823-0006 | yalecapital.com | adviserinfo.sec.gov |
| STWD Investment Management, LLC | Miami Beach | $5.43 billion | 9 | 139 | 2 | (305) 695-5500 | adviserinfo.sec.gov | |
| HQ Capital Private Equity LLC | Miami | $5.40 billion | 50 | 78 | 19 | (786) 944-0500 | adviserinfo.sec.gov | |
| Aliya Capital Partners LLC | Miami | $5.34 billion | 217 | 18 | 104 | (305) 831-4999 | adviserinfo.sec.gov | |
| Skye Global Management LP | West Palm Beach | $5.21 billion | 4 | 7 | 1 | (212) 256-8923 | skyeglobal.com | adviserinfo.sec.gov |
| Gentrust | Miami | $5.20 billion | 1,527 | 40 | Not listed | (305) 677-6688 | adviserinfo.sec.gov | |
| Insigneo Advisory Services, LLC | Miami | $5.16 billion | 5,107 | 223 | 1 | (305) 373-9000 | insigneo.com | adviserinfo.sec.gov |
| Corient IA LP | Miami | $5.11 billion | 187 | 100 | 111 | (305) 735-2020 | adviserinfo.sec.gov | |
| Moran Wealth Management, LLC | Naples | $5.10 billion | 12,260 | 57 | Not listed | (239) 920-4440 | adviserinfo.sec.gov | |
| Newport Group Consulting, LLC | Lake Mary | $5.05 billion | 3,768 | 31 | Not listed | (407) 333-2905 | ascensus.com | adviserinfo.sec.gov |
| Slavic Mutual Funds Management Corp. | Boca Raton | $4.97 billion | 6,754 | 13 | Not listed | (561) 241-9244 | engage401kportal.com | adviserinfo.sec.gov |
| GWN Securities Inc. | Palm Beach Gardens | $4.75 billion | 66,025 | 707 | Not listed | (561) 472-2700 | adviserinfo.sec.gov | |
| Kinetic Partners Management, LP | Miami | $4.73 billion | 10 | 15 | 6 | (305) 390-4400 | kineticpartners.com | adviserinfo.sec.gov |
| Acasta Partners US LLC | Boca Raton | $4.72 billion | 4 | 4 | 1 | +44 20 7070 2500 | acasta.com | adviserinfo.sec.gov |
| Bowen, Hanes & Co Inc | Ponte Vedra Beach | $4.62 billion | 208 | 10 | Not listed | (404) 995-0507 | bowenhanes.com | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | $4.61 billion | 521 | 31 | 1 | (954) 527-7500 | ftinstitutional.com | adviserinfo.sec.gov |
| Dwight Investment Management LLC | Sunny Isles Beach | $4.56 billion | 8 | 41 | 1 | (212) 960-3750 | dwightmortgagetrust.com | adviserinfo.sec.gov |
| Cwa Asset Management Group | Naples | $4.51 billion | 5,041 | 67 | 3 | (239) 434-7434 | adviserinfo.sec.gov | |
| Valley Forge Capital Management | Miami | $4.45 billion | 4 | 9 | 3 | (305) 210-6000 | adviserinfo.sec.gov | |
| Redwheel | Miami | $4.38 billion | 10 | 22 | 2 | (305) 602-9501 | redwheel.com | adviserinfo.sec.gov |
| Good Life Advisors, LLC | Celebration | $4.35 billion | 21,842 | 135 | Not listed | (407) 477-4887 | adviserinfo.sec.gov | |
| Sirenia Capital Management LP | Miami Beach | $4.26 billion | 3 | 13 | 2 | (212) 516-4765 | adviserinfo.sec.gov | |
| Sound Income Strategies, LLC | Fort Lauderdale | $4.18 billion | 24,756 | 134 | Not listed | (954) 487-1860 | thecapitalizedretirement.com | adviserinfo.sec.gov |
| Archpoint Investors | Coral Gables | $4.13 billion | 287 | 11 | 2 | (786) 810-3660 | archpointinvestors.com | adviserinfo.sec.gov |
| Finaccess Advisors LLC | Miami | $4.11 billion | 160 | 13 | Not listed | (305) 377-1112 | adviserinfo.sec.gov | |
| Siris Capital Group, LLC | West Palm Beach | $4.09 billion | 10 | 24 | 10 | (212) 231-0095 | siris.com | adviserinfo.sec.gov |
| Money Concepts Advisory Service | Palm Beach Gardens | $4.07 billion | 17,032 | 478 | Not listed | (561) 472-2000 | moneyconcepts.com | adviserinfo.sec.gov |
| Valor Advisors LLC | Miami | $4.01 billion | 69 | 16 | Not listed | (305) 424-1432 | valorad.com | adviserinfo.sec.gov |
| Advus Financial Partners, LLC | Winter Park | $3.97 billion | 1,329 | 16 | Not listed | (407) 585-1160 | vimeo.com | adviserinfo.sec.gov |
| Shaolin Capital Management LLC | Miami | $3.89 billion | 5 | 14 | 1 | (212) 433-4310 | shaolincapital.com | adviserinfo.sec.gov |
| Assuredpartners Investment Advisors | Orlando | $3.88 billion | 4,276 | 55 | Not listed | (407) 708-0050 | apadvisors.com | adviserinfo.sec.gov |
| Defiance Etfs, LLC | Miami | $3.86 billion | 4 | 7 | Not listed | (833) 333-9383 | adviserinfo.sec.gov | |
| Timucuan Asset Management Inc | Jacksonville | $3.81 billion | 621 | 10 | 1 | (904) 356-1739 | timucuan.com | adviserinfo.sec.gov |
| Eulav Asset Management | Sarasota | $3.70 billion | 6 | 12 | Not listed | (212) 907-1900 | eulavam.com | adviserinfo.sec.gov |
| Fourth Sail Capital US LP | Boca Raton | $3.67 billion | 7 | 3 | 3 | (646) 355-2764 | fourthsailcap.com | adviserinfo.sec.gov |
| Provenance Wealth Advisors | Fort Lauderdale | $3.63 billion | 3,820 | 52 | Not listed | (954) 712-8888 | adviserinfo.sec.gov | |
| Arbor Investments Management, LLC | Palm Beach | $3.48 billion | 11 | 29 | 11 | (312) 981-3770 | adviserinfo.sec.gov | |
| Doubleline Alternatives LP | Tampa | $3.47 billion | 7 | 171 | Not listed | (813) 791-7333 | doubleline.com | adviserinfo.sec.gov |
| Ceredex Value Advisors LLC | Winter Park | $3.43 billion | 24 | 13 | Not listed | (407) 674-1270 | adviserinfo.sec.gov | |
| Certuity, LLC | North Palm Beach | $3.30 billion | 1,828 | 35 | 27 | (561) 693-3255 | certuity.com | adviserinfo.sec.gov |
| Tremblant Advisors LP | West Palm Beach | $3.27 billion | 2 | 19 | Not listed | (212) 303-7373 | tremblantetf.com | adviserinfo.sec.gov |
| Gryphon Wealth | Jacksonville | $3.24 billion | 3,071 | 22 | Not listed | (904) 450-5330 | adviserinfo.sec.gov | |
| Cumberland Advisors | Sarasota | $3.22 billion | 2,349 | 36 | Not listed | (800) 257-7013 | google.com | adviserinfo.sec.gov |
| Evensky & Katz/Foldes Wealth Management | Coral Gables | $3.21 billion | 5,801 | 44 | Not listed | (305) 448-8882 | evensky.com | adviserinfo.sec.gov |
| Csenge Advisory Group, LLC | Clearwater | $3.17 billion | 14,361 | 74 | Not listed | (727) 437-6000 | adviserinfo.sec.gov | |
| Cyndeo Wealth Partners | St. Petersburg | $3.15 billion | 5,330 | 28 | 1 | (727) 472-3700 | cyndeowp.com | adviserinfo.sec.gov |
| Certified Advisory Corp | Altamonte Springs | $3.04 billion | 6,372 | 39 | Not listed | (407) 869-9800 | financialgroup.com | adviserinfo.sec.gov |
| Shariaportfolio, Inc. | Lake Mary | $3.01 billion | 3,125 | 21 | 1 | (321) 275-5125 | adviserinfo.sec.gov | |
| Larch Capital Partners LLC | Miami | $3.00 billion | 613 | 17 | Not listed | (786) 677-4120 | larchcapitalpartners.com | adviserinfo.sec.gov |
| MMBG Investment Advisors Co. | Miami | $2.98 billion | 234 | 14 | Not listed | (305) 374-0704 | mmbginvestment.com | adviserinfo.sec.gov |
| CPS Investment Advisors | Lakeland | $2.89 billion | 7,364 | 60 | Not listed | (863) 688-1725 | adviserinfo.sec.gov | |
| Timothy Partners, LTD. | Maitland | $2.86 billion | 1 | 24 | Not listed | (407) 644-1986 | timothyplan.com | adviserinfo.sec.gov |
| Quantitative Systematic Strategies LLC | St. Augustine | $2.83 billion | 2 | 5 | 1 | (904) 686-6100 | quantss.com | adviserinfo.sec.gov |
| Mariner Institutional, LLC | Winter Park | $2.82 billion | 59 | 148 | Not listed | (844) 442-6326 | marinerwealthadvisors.com | adviserinfo.sec.gov |
| Kawa Capital Management, Inc. | Hallandale Beach | $2.82 billion | 56 | 53 | 11 | (305) 560-5200 | adviserinfo.sec.gov | |
| L 1 Global Wealth LLC | Coconut Grove | $2.81 billion | 139 | 4 | Not listed | (305) 848-3411 | adviserinfo.sec.gov | |
| Lri Investments | Palm Beach Gardens | $2.78 billion | 1,542 | 35 | Not listed | (561) 323-2265 | adviserinfo.sec.gov | |
| HOLDCO Asset Management, LP | Fort Lauderdale | $2.76 billion | 4 | 7 | 4 | (954) 433-6862 | adviserinfo.sec.gov | |
| 1789 Capital Management | Palm Beach | $2.73 billion | 26 | 13 | 26 | (561) 223-9937 | 1789capital.io | adviserinfo.sec.gov |
| Eir Partners Capital, LP | Miami | $2.72 billion | 14 | 16 | 14 | (305) 290-3001 | eirpartners.com | adviserinfo.sec.gov |
| Ingham Retirement Group | Miami | $2.62 billion | 1,056 | 10 | Not listed | (305) 671-2200 | ingham.com | adviserinfo.sec.gov |
| Divisadero Street Capital Management, LP | Miami Beach | $2.61 billion | 4 | 11 | 1 | (917) 318-3611 | adviserinfo.sec.gov | |
| International Assets Investment Management, LLC | Orlando | $2.57 billion | 8,531 | 124 | Not listed | (407) 254-1500 | iaac.com | adviserinfo.sec.gov |
| Mas Advisors LLC | Coral Gables | $2.56 billion | 295 | 13 | Not listed | (786) 364-3101 | masadvisorsllc.com | adviserinfo.sec.gov |
| Phase 3 Capital Management LLC | Boca Raton | $2.54 billion | 6 | 9 | 2 | (312) 858-3800 | p3cm.com | adviserinfo.sec.gov |
| Azora Capital LP | Miami | $2.50 billion | 19 | 16 | 3 | (212) 651-2231 | azoracapital.com | adviserinfo.sec.gov |
| Concurrent Asset Management, LLC | Tampa | $2.49 billion | 7,204 | 3 | 2 | (813) 575-2652 | adviserinfo.sec.gov | |
| Fiduciary First | Maitland | $2.46 billion | 42 | 7 | Not listed | (407) 740-6111 | adviserinfo.sec.gov | |
| Jaffe Tilchin Investment Partners, LLC | Tampa | $2.45 billion | 5,136 | 39 | 1 | (813) 963-2500 | jaffetilchin.com | adviserinfo.sec.gov |
| 3650 REIT Investment Management LLC | Miami | $2.43 billion | 13 | 16 | 16 | (305) 901-1010 | 3650reitinvestmentmanagement.com | adviserinfo.sec.gov |
| Comvest Advisors LLC | West Palm Beach | $2.43 billion | 8 | 150 | 8 | (561) 727-2000 | comvest.com | adviserinfo.sec.gov |
| Sterling Investment Management | West Palm Beach | $2.41 billion | 13 | 52 | 13 | (561) 835-1810 | sterlingorganization.com | adviserinfo.sec.gov |
| Forest Avenue Capital Management LP | Miami | $2.41 billion | 4 | 11 | 1 | (305) 847-9750 | adviserinfo.sec.gov | |
| Efg Private Wealth Management (Americas) Corp. | Miami | $2.30 billion | 696 | 56 | Not listed | (305) 482-8000 | efginternational.com | adviserinfo.sec.gov |
| Fidelis Capital | Tampa | $2.28 billion | 1,228 | 22 | Not listed | (813) 934-6246 | fideliscapital.com | adviserinfo.sec.gov |
| Hidden Harbor Capital Management, L.P. | Boca Raton | $2.25 billion | 9 | 32 | 9 | (954) 400-1140 | adviserinfo.sec.gov | |
| Absolute Investment Advisers, LLC | Rosemary Beach | $2.23 billion | 9 | 16 | 1 | (781) 740-1904 | absoluteadvisers.com | adviserinfo.sec.gov |
| Koss-Olinger Consulting, LLC. | Gainesville | $2.23 billion | 2,920 | 30 | Not listed | (352) 373-3337 | kossolinger.com | adviserinfo.sec.gov |
| Heritage Investment Group, Inc. | Pompano Beach | $2.23 billion | 2,239 | 21 | Not listed | (954) 785-5400 | heritageinvestment.com | adviserinfo.sec.gov |
| Aristotle Atlantic Partners, LLC | Sarasota | $2.22 billion | 362 | 7 | Not listed | (212) 652-4150 | adviserinfo.sec.gov | |
| Occudo Quantitative Strategies LP | Fort Lauderdale | $2.22 billion | 5 | 5 | 1 | (917) 853-3286 | occudo.com | adviserinfo.sec.gov |
| Ram Realty Advisors LLC | Palm Beach Gardens | $2.14 billion | 8 | 54 | 8 | (561) 282-4600 | adviserinfo.sec.gov | |
| Fairholme Capital Management, L.L.C. | South Miami | $2.14 billion | 81 | 7 | Not listed | (305) 358-3000 | clients.fairholme.net | adviserinfo.sec.gov |
| Doubleline ETF Adviser LP | Tampa | $2.13 billion | 9 | 259 | Not listed | (813) 791-7333 | adviserinfo.sec.gov | |
| Suncoast Equity Management, LLC | Tampa | $2.11 billion | 1,951 | 12 | Not listed | (813) 963-0502 | suncoastequity.com | adviserinfo.sec.gov |
| Alpine Associates Management Inc. | Palm Beach | $2.09 billion | 11 | 26 | 9 | (561) 834-6550 | alpineassociatesmanagement.com | adviserinfo.sec.gov |
| Indivisible Partners | Clearwater | $2.08 billion | 2,672 | 24 | Not listed | (732) 306-5490 | indivisible.com | adviserinfo.sec.gov |
| Sawgrass Asset Management LLC | Ponte Vedra Beach | $2.05 billion | 223 | 15 | 1 | (904) 493-5500 | adviserinfo.sec.gov | |
| Volatility Shares LLC | Palm Beach Gardens | $2.04 billion | 9 | 10 | Not listed | (866) 261-0273 | adviserinfo.sec.gov | |
| Point Break Capital Management LLC | Miami | $2.04 billion | 1 | 11 | 1 | (786) 226-8211 | pointbreakcm.com | adviserinfo.sec.gov |
| Provise Management Group, LLC | Clearwater | $2.03 billion | 3,492 | 22 | Not listed | (727) 441-9022 | adviserinfo.sec.gov | |
| Althum Advisors LLC | Miami | $2.03 billion | 84 | 11 | Not listed | (305) 456-7645 | althumadvisors.com | adviserinfo.sec.gov |
| Corry Capital Advisors, LLC | Vero Beach | $2.01 billion | 19 | 9 | 7 | (412) 741-2700 | corrycapital.com | adviserinfo.sec.gov |
| Naples Global Advisors | Naples | $2.00 billion | 1,791 | 20 | Not listed | (239) 776-7900 | verobeachglobaladvisors.com | adviserinfo.sec.gov |
| Evolution Wealth Advisors, LLC | Aventura | $1.96 billion | 1,071 | 15 | Not listed | (305) 921-4740 | ewadvisors.net | adviserinfo.sec.gov |
| 3edge Asset Management, LP | Naples | $1.95 billion | 2,207 | 24 | Not listed | (844) 903-3343 | podcasts.apple.com | adviserinfo.sec.gov |
| Bulltick Wealth Management, LLC | Miami | $1.95 billion | 479 | 62 | 1 | (305) 533-1541 | bulltick.com | adviserinfo.sec.gov |
| Capital Z Partners Management, LLC | Naples | $1.94 billion | 5 | 5 | 5 | (212) 965-2456 | capitalz.com | adviserinfo.sec.gov |
| Lorient Capital Management, LLC | Miami | $1.94 billion | 17 | 29 | 13 | (248) 247-3900 | adviserinfo.sec.gov | |
| Fourthought Financial Partners, LLC. | Venice | $1.93 billion | 4,199 | 20 | Not listed | (941) 408-8557 | adviserinfo.sec.gov | |
| Cip Pe Advisors, LLC | West Palm Beach | $1.92 billion | 10 | 23 | 10 | (561) 727-2000 | adviserinfo.sec.gov | |
| Mora Capital Management, LLC | Miami | $1.90 billion | 684 | 49 | 1 | (305) 459-5400 | moracm.com | adviserinfo.sec.gov |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | $1.84 billion | 171 | 14 | 3 | (954) 524-5552 | adviserinfo.sec.gov | |
| A&M Private Wealth Partners, LLC | West Palm Beach | $1.83 billion | 250 | 28 | Not listed | (561) 268-0900 | ampwp.com | adviserinfo.sec.gov |
| Slatestone Wealth LLC | Jupiter | $1.76 billion | 1,580 | 28 | Not listed | (561) 244-2504 | adviserinfo.sec.gov | |
| Commonwealth Credit Advisors, LLC | West Palm Beach | $1.73 billion | 2 | 150 | 1 | (561) 727-2000 | adviserinfo.sec.gov | |
| Agw Capital Advisors | Tampa | $1.73 billion | 2,044 | 21 | 1 | (813) 254-4700 | agwcapital.com | adviserinfo.sec.gov |
| Wexford Capital LP | West Palm Beach | $1.72 billion | 16 | 39 | 13 | (561) 273-8600 | wexford.com | adviserinfo.sec.gov |
| RK Capital Management, LLC | Weston | $1.72 billion | 4 | 9 | 3 | (561) 408-1711 | rkcapl.com | adviserinfo.sec.gov |
| Accurate Wealth Management, LLC | Wesley Chapel | $1.71 billion | 2,612 | 47 | Not listed | (813) 994-0984 | providentwealthllc.com | adviserinfo.sec.gov |
| The Praedium Group LLC | Boca Raton | $1.71 billion | 17 | 10 | 17 | (212) 224-5600 | praediumgroup.com | adviserinfo.sec.gov |
| Prescott General Partners LLC | Boca Raton | $1.69 billion | 3 | 5 | 1 | (561) 314-0800 | adviserinfo.sec.gov | |
| Fora Capital, LLC | Miami | $1.67 billion | 4 | 8 | 1 | (786) 558-3902 | foracapital.com | adviserinfo.sec.gov |
| Blue Sea Capital LLC | West Palm Beach | $1.65 billion | 6 | 24 | 6 | (561) 655-8400 | blueseacapital.com | adviserinfo.sec.gov |
| Ars Wealth Advisors | St. Petersburg | $1.64 billion | 2,750 | 24 | Not listed | (727) 322-7681 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Forgelight LLC | Miami | $1.63 billion | 6 | 5 | 6 | (305) 847-9770 | forgelight.com | adviserinfo.sec.gov |
| Intrepid Capital Management Inc | Jacksonville Beach | $1.62 billion | 673 | 16 | 2 | (904) 246-3433 | adviserinfo.sec.gov | |
| Sierra Capital LLC | Miami | $1.61 billion | 435 | 8 | 2 | (212) 867-3533 | sierracap.com | adviserinfo.sec.gov |
| Leste Capital Partners (Florida), LLC | Miami | $1.61 billion | 57 | 19 | 25 | (305) 929-9200 | adviserinfo.sec.gov | |
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | 3,553 | 16 | Not listed | (239) 262-6577 | adviserinfo.sec.gov | |
| Locust Point Capital | Miami | $1.58 billion | 4 | 43 | 4 | (732) 945-7474 | locustpointcapital.com | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | 369 | 26 | Not listed | (305) 455-0975 | credicorpcapital.com | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | 6,969 | 373 | Not listed | (813) 264-0440 | calton.com | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | 1,153 | 12 | Not listed | (239) 508-7700 | everternwealth.com | adviserinfo.sec.gov |
| Royal Fund Management, LLC | Lady Lake | $1.56 billion | 11,041 | 93 | Not listed | (352) 750-1637 | adviserinfo.sec.gov | |
| Triartisan Capital Advisors LLC | West Palm Beach | $1.56 billion | 9 | 7 | 7 | (561) 295-3485 | triartisan.com | adviserinfo.sec.gov |
| CNL Strategic Capital Management, LLC | Orlando | $1.54 billion | 1 | 7 | Not listed | (407) 650-1000 | adviserinfo.sec.gov | |
| Meteora Capital, LLC | Boca Raton | $1.54 billion | 15 | 16 | 6 | (212) 207-0090 | meteoracapital.com | adviserinfo.sec.gov |
| Anderson Financial Partners, Inc. | Ponte Vedra | $1.52 billion | 34 | 4 | Not listed | (904) 280-8995 | andersonfinancialpartners.com | adviserinfo.sec.gov |
| 22c Capital LLC | Boca Raton | $1.51 billion | 13 | 19 | 13 | (212) 390-9420 | adviserinfo.sec.gov | |
| Serengeti Asset Management LP | West Palm Beach | $1.48 billion | 52 | 29 | 20 | (212) 672-2220 | adviserinfo.sec.gov | |
| Activest Wealth Management, LLC | Aventura | $1.46 billion | 1,767 | 22 | Not listed | (954) 399-8121 | activestwm.com | adviserinfo.sec.gov |
| Private Capital Management | Naples | $1.44 billion | 466 | 21 | 7 | (239) 254-2500 | pcmvaluefund.com | adviserinfo.sec.gov |
| Spirepoint Private Client, LLC | Vero Beach | $1.44 billion | 1,376 | 10 | Not listed | (772) 316-1271 | spirepointpc.com | adviserinfo.sec.gov |
| Terracap Management LLC | Naples | $1.44 billion | 11 | 21 | 11 | (239) 540-2002 | terracapmgmt.com | adviserinfo.sec.gov |
| Eightfold Real Estate Capital, L.P. | Miami | $1.43 billion | 13 | 19 | 11 | (305) 503-4050 | eightfoldcapital.com | adviserinfo.sec.gov |
| Tallvine Partners Management LP | Coral Gables | $1.42 billion | 7 | 16 | 7 | (786) 475-3890 | tallvinepartners.com | adviserinfo.sec.gov |
| Water Street Capital, Inc. | Jacksonville | $1.42 billion | 5 | 16 | 5 | (904) 355-5959 | wscapital.com | adviserinfo.sec.gov |
| Elion Partners, LLC | Miami | $1.41 billion | 28 | 27 | 21 | (305) 933-3538 | elionpartners.com | adviserinfo.sec.gov |
| Arrington Capital Investment Management, LLC | Miami | $1.41 billion | 6 | 10 | 3 | (786) 548-1886 | arringtoncapital.com | adviserinfo.sec.gov |
| Founders Family Office | Miami | $1.40 billion | 289 | 17 | Not listed | (305) 650-2997 | adviserinfo.sec.gov | |
| J. L. Bainbridge & Co., Inc. | Sarasota | $1.37 billion | 2,070 | 11 | Not listed | (941) 365-3435 | adviserinfo.sec.gov | |
| Seaview Investment Managers LLC | Coral Gables | $1.37 billion | 1,597 | 13 | Not listed | (305) 330-2332 | adviserinfo.sec.gov | |
| BBVA Global Wealth Advisors, Inc. | Miami | $1.36 billion | 792 | 84 | Not listed | (305) 205-7752 | bbvaglobalwealthadvisors.com | adviserinfo.sec.gov |
| Hobe Mountain Capital Management LLC | West Palm Beach | $1.35 billion | 13 | 6 | Not listed | (728) 300-6754 | adviserinfo.sec.gov | |
| Fifth Avenue Family Office | Naples | $1.35 billion | 124 | 7 | Not listed | (239) 262-6300 | fifthavenuefamily.com | adviserinfo.sec.gov |
| Intellus Advisors, LLC | Naples | $1.35 billion | 3,462 | 15 | Not listed | (239) 649-3600 | intellusadvisors.com | adviserinfo.sec.gov |
| Moisand Fitzgerald Tamayo, LLC | Orlando | $1.35 billion | 3,662 | 30 | Not listed | (407) 869-6228 | adviserinfo.sec.gov | |
| Thomas J. Herzfeld Advisors, Inc. | Miami Beach | $1.34 billion | 336 | 15 | 9 | (305) 777-1660 | adviserinfo.sec.gov | |
| Allie Family Office LLC | Miami | $1.32 billion | 51 | 11 | Not listed | (786) 635-7162 | adviserinfo.sec.gov | |
| Northampton Capital Partners | Miami | $1.31 billion | 7 | 12 | 6 | (914) 309-1746 | adviserinfo.sec.gov | |
| Crystal Capital Partners, LLC | Bay Harbor Islands | $1.30 billion | 615 | 23 | 2 | (305) 868-1500 | crystalfunds.com | adviserinfo.sec.gov |
| Rizvi Traverse Management, LLC | West Palm Beach | $1.29 billion | 38 | 9 | 38 | (248) 594-4751 | rizvitraverse.com | adviserinfo.sec.gov |
| Ibex Wealth Advisors, LLC | West Palm Beach | $1.28 billion | 892 | 10 | Not listed | (908) 849-4800 | adviserinfo.sec.gov | |
| Bigsur Partners, LLC | Miami | $1.28 billion | 226 | 16 | 1 | (305) 740-6777 | adviserinfo.sec.gov | |
| American Financial Advisors Inc | Winter Park | $1.28 billion | 1,765 | 8 | Not listed | (407) 207-9006 | adviserinfo.sec.gov | |
| Canal Road Capital, LLC | Miami | $1.26 billion | 3 | 16 | 1 | (305) 488-6000 | canalroadgroup.com | adviserinfo.sec.gov |
| Professional Advisory Services Inc | Vero Beach | $1.26 billion | 1,234 | 13 | Not listed | (772) 778-0552 | pa-services.com | adviserinfo.sec.gov |
| Ullmann Wealth Partners | Jacksonville Beach | $1.25 billion | 1,605 | 13 | Not listed | (904) 280-3700 | ullmannwealthpartners.com | adviserinfo.sec.gov |
| Kore Advisors LP | Boynton Beach | $1.24 billion | 9 | 15 | 3 | (561) 737-1721 | korecapital.com | adviserinfo.sec.gov |
| Element Pointe Family Office | Miami | $1.22 billion | 412 | 11 | 1 | (786) 655-9790 | elementpointe.com | adviserinfo.sec.gov |
| Investment Advisory Group LLC | Sarasota | $1.22 billion | 3,581 | 10 | Not listed | (781) 826-1235 | maritimewealthadvisors.com | adviserinfo.sec.gov |
| Agamerica Lending LLC | Lakeland | $1.21 billion | 2 | 52 | 1 | (863) 607-9500 | agamerica.com | adviserinfo.sec.gov |
| Amergin Asset Management, LLC | Boca Raton | $1.21 billion | 4 | 13 | 4 | (561) 760-1957 | adviserinfo.sec.gov | |
| Baron Silver Stevens Financial Advisors, LLC | Boca Raton | $1.20 billion | 1,778 | 12 | Not listed | (561) 447-1997 | bssfa.com | adviserinfo.sec.gov |
| Modern Portfolio Consultants, LLC | Naples | $1.20 billion | 9 | 3 | Not listed | (239) 359-6400 | adviserinfo.sec.gov | |
| Finback Investment Partners | Coral Gables | $1.20 billion | 9 | 17 | 11 | (305) 416-2626 | finbackpartners.com | adviserinfo.sec.gov |
| Maceratio LLC | Miami | $1.19 billion | 278 | 7 | Not listed | (305) 398-9010 | maceratio.com | adviserinfo.sec.gov |
| Tobias Financial Advisors | Plantation | $1.19 billion | 2,178 | 26 | Not listed | (954) 424-1660 | adviserinfo.sec.gov | |
| Nuverse Advisors LLC | Hallandale Beach | $1.18 billion | 46 | 17 | 1 | (305) 932-6010 | nuverse.com | adviserinfo.sec.gov |
| Boyne Capital | Miami | $1.16 billion | 8 | 33 | 8 | (305) 856-9500 | adviserinfo.sec.gov | |
| Ab2 Capital Partners LLC | Hollywood | $1.15 billion | 51 | 1 | Not listed | (954) 802-8328 | adviserinfo.sec.gov | |
| Infinitum Asset Management, LLC | Fort Lauderdale | $1.14 billion | 5 | 5 | 3 | (561) 302-1101 | adviserinfo.sec.gov | |
| Carlyle Aviation Securities Partners LLC | Miami | $1.14 billion | 2 | 4 | 1 | (305) 504-8777 | adviserinfo.sec.gov | |
| Moonrise Capital LP | Vero Beach | $1.13 billion | 6 | 3 | 6 | (772) 492-3523 | moonrisecapital.com | adviserinfo.sec.gov |
| Aviance Capital Partners LLC | Naples | $1.13 billion | 974 | 11 | Not listed | (239) 598-4747 | adviserinfo.sec.gov | |
| Channing Global Advisors, LLC | Fort Lauderdale | $1.11 billion | 37 | 8 | 3 | (305) 517-5107 | channingglobal.com | adviserinfo.sec.gov |
| Dock Street Asset Management Inc | Palm Beach | $1.11 billion | 437 | 6 | Not listed | (203) 532-9470 | dockstreet.com | adviserinfo.sec.gov |
| Newfound Research LLC | St. Petersburg | $1.11 billion | 8 | 5 | Not listed | (617) 531-9773 | blog.thinknewfound.com | adviserinfo.sec.gov |
| NFSG Corporation | Boca Raton | $1.08 billion | 3,607 | 89 | Not listed | (954) 334-3450 | blackriverltd.com | adviserinfo.sec.gov |
| Anzu Partners, LLC | Tampa | $1.08 billion | 22 | 49 | 22 | (202) 742-5870 | adviserinfo.sec.gov | |
| Cornerstone Trust Management Services LLC | Altamonte Springs | $1.08 billion | 1 | 2 | Not listed | (215) 826-2800 | adviserinfo.sec.gov | |
| Power Sustainable Manager US, Inc. | Miami | $1.07 billion | 6 | 31 | 2 | (514) 286-8989 | powersustainable.com | adviserinfo.sec.gov |
| Jackson Wealth Management, LLC | Lake Mary | $1.07 billion | 2,931 | 10 | Not listed | (407) 585-0235 | jacksonwm.com | adviserinfo.sec.gov |
| Panoramika Advisors Inc. | Miami | $1.05 billion | 183 | 2 | Not listed | (305) 913-7569 | adviserinfo.sec.gov | |
| Weatherford Capital Management | Tampa | $1.05 billion | 21 | 14 | 21 | (813) 443-0499 | weatherfordcapital.com | adviserinfo.sec.gov |
| Cifc Investment Management LLC | Miami | $1.04 billion | 2 | 200 | Not listed | (786) 652-3250 | adviserinfo.sec.gov | |
| Fitzroy Investment Advisors LLC | Aventura | $1.04 billion | 81 | 9 | Not listed | (347) 580-9762 | adviserinfo.sec.gov | |
| LS BDC Adviser, LLC | Miami | $1.04 billion | 2 | 35 | Not listed | (786) 598-2089 | adviserinfo.sec.gov | |
| Whalerock Point Partners, LLC | West Palm Beach | $1.04 billion | 345 | 6 | Not listed | (401) 228-7799 | wrpoint.com | adviserinfo.sec.gov |
| WM Partners, LP | Aventura | $1.02 billion | 14 | 24 | 9 | (754) 260-6500 | wmplp.com | adviserinfo.sec.gov |
| Mg&A Wealth | Plantation | $1.02 billion | 1,924 | 15 | 1 | (954) 289-9000 | meggreen.com | adviserinfo.sec.gov |
| Sollinda Capital Management LLC | Miami | $1.02 billion | 1,729 | 20 | 1 | (844) 662-1211 | adviserinfo.sec.gov | |
| GFG Capital | Miami | $1.01 billion | 707 | 16 | Not listed | (305) 810-6500 | adviserinfo.sec.gov | |
| Azimut Investment Advisors LLC | Miami | $1.00 billion | 485 | 10 | Not listed | (786) 866-3700 | adviserinfo.sec.gov | |
| Palm Beach Capital Management III, LLC | West Palm Beach | $998.8 million | 14 | 11 | 15 | (561) 659-9022 | pbcap.com | adviserinfo.sec.gov |
| Daybright Advisory Services, Inc. | Miami | $997.4 million | 696 | 10 | Not listed | (305) 671-2200 | ingham.com | adviserinfo.sec.gov |
| Omnia Family Wealth, LLC | Aventura | $994.6 million | 922 | 10 | 2 | (305) 602-9080 | adviserinfo.sec.gov | |
| Khrom Capital Management | Miami | $980.6 million | 2 | 6 | 1 | (646) 436-6643 | khromcapital.com | adviserinfo.sec.gov |
| Satovsky Asset Management LLC | West Palm Beach | $974.8 million | 216 | 12 | Not listed | (212) 584-1900 | adviserinfo.sec.gov | |
| Unique Wealth, LLC | Tampa | $965.6 million | 846 | 15 | Not listed | (813) 816-2030 | uniquewealth.com | adviserinfo.sec.gov |
| Comvest Credit Managers, LLC | West Palm Beach | $956.8 million | 3 | 150 | 2 | (561) 727-2000 | comvest.com | adviserinfo.sec.gov |
| Pioneer Family Office, LLC | North Miami Beach | $956.8 million | 297 | 5 | Not listed | (305) 935-5502 | piowealth.com | adviserinfo.sec.gov |
| Destiny Wealth Partners, LLC | Tavares | $947.3 million | 2,949 | 26 | Not listed | (352) 343-2700 | adviserinfo.sec.gov | |
| Mac Alpha Capital Management, LP | Tampa | $937.8 million | 16 | 8 | 6 | (813) 556-9704 | adviserinfo.sec.gov | |
| Trinity Fund Advisors LLC | Miami | $930 million | 9 | 32 | 5 | (305) 800-1115 | adviserinfo.sec.gov | |
| Blue Water Advisors LP | Boca Raton | $927.9 million | 5 | 20 | 5 | (561) 282-0770 | bwalp.com | adviserinfo.sec.gov |
| Legacy Wealth Advisors, LLC | North Miami Beach | $922.8 million | 279 | 14 | Not listed | (305) 808-6140 | lwgadvisors.com | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | $921.5 million | 44 | 6 | Not listed | (407) 481-2420 | integrityfi.com | adviserinfo.sec.gov |
| Rainey & Randall Wealth Advisors, Inc. | Celebration | $918.2 million | 874 | 7 | Not listed | (727) 344-7711 | raineyrandall.com | adviserinfo.sec.gov |
| Strenta Investment Management Services, LLC | Miami | $916.1 million | 1 | 18 | 1 | (954) 217-4896 | adviserinfo.sec.gov | |
| Nesteggs, Inc. | Jacksonville | $911.3 million | 759 | 29 | Not listed | (904) 348-3131 | nesteggs401k.com | adviserinfo.sec.gov |
| Tiempo Capital Partners | Miami | $911 million | 68 | 7 | Not listed | (786) 885-2120 | tiempocapital.com | adviserinfo.sec.gov |
| Singer Wealth Advisors LLC | Boca Raton | $910.6 million | 2,247 | 43 | Not listed | (561) 998-9985 | adviserinfo.sec.gov | |
| Flaharty Asset Management, LLC | Clearwater | $901.6 million | 1,964 | 10 | Not listed | (727) 252-1050 | adviserinfo.sec.gov | |
| Compass Financial Management LLC | Tampa | $893.8 million | 3,799 | 33 | Not listed | (813) 597-6400 | adviserinfo.sec.gov | |
| Martin Investment Management, LLC | Palm Beach Gardens | $888.1 million | 281 | 12 | 1 | (847) 424-9124 | adviserinfo.sec.gov | |
| Bayshore Capital | Tampa | $879.2 million | 38 | 12 | 10 | (813) 221-3400 | bayshorecap.com | adviserinfo.sec.gov |
| Noesis Capital Management Corp | Boca Raton | $876.9 million | 851 | 12 | Not listed | (561) 999-9888 | adviserinfo.sec.gov | |
| Marlin Manager, LLC | Saint Petersburg | $871 million | 5 | 2 | Not listed | (888) 656-5150 | adviserinfo.sec.gov | |
| Storge | Coral Gables | $866.6 million | 194 | 5 | Not listed | (785) 969-2515 | adviserinfo.sec.gov | |
| The High Net Worth Advisory Group, LLC | Naples | $861.7 million | 1,119 | 9 | Not listed | (866) 906-2325 | adviserinfo.sec.gov | |
| Bridgeinvest LLC | Miami | $858.6 million | 7 | 33 | 2 | (305) 749-9887 | bridgeinvest.com | adviserinfo.sec.gov |
| Arosa Capital Management LP | Miami Beach | $856.6 million | 14 | 12 | 5 | (212) 218-0550 | arosacapital.com | adviserinfo.sec.gov |
Advisers in Florida that manage private funds
606 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Republic Deal Room | Miami | FL | 152 | Not listed | Not listed | 152 | Not listed | $139.8 million | Not listed | adviserinfo.sec.gov |
| H.I.G. Capital, LLC | Miami | FL | 151 | Not listed | 119 | 2 | 30 | $70.65 billion | $72.33 billion | adviserinfo.sec.gov |
| Lighthouse Investment Partners, LLC | Palm Beach Gardens | FL | 139 | 139 | Not listed | Not listed | Not listed | $70.07 billion | $107.45 billion | adviserinfo.sec.gov |
| I Squared Capital Advisors (US) LLC | Miami | FL | 123 | Not listed | 123 | Not listed | Not listed | $66.43 billion | $60.09 billion | adviserinfo.sec.gov |
| Perigee Capital, LP | Sarasota | FL | 118 | Not listed | Not listed | Not listed | Not listed | $502.1 million | $425.7 million | adviserinfo.sec.gov |
| Starwood Capital Group Management, L.L.C. | Miami Beach | FL | 115 | Not listed | 6 | Not listed | 109 | $41.52 billion | $79.17 billion | adviserinfo.sec.gov |
| Corient IA LP | Miami | FL | 111 | 18 | 44 | 8 | 13 | $5.70 billion | $5.11 billion | adviserinfo.sec.gov |
| Aliya Capital Partners LLC | Miami | FL | 104 | 104 | Not listed | Not listed | Not listed | $5.18 billion | $5.34 billion | adviserinfo.sec.gov |
| Dimension Capital Management LLC | Coral Gables | FL | 94 | 9 | 85 | Not listed | Not listed | $1.20 billion | $7.29 billion | adviserinfo.sec.gov |
| Cifc Asset Management LLC | Miami | FL | 87 | 5 | 4 | Not listed | Not listed | $36.17 billion | $44.58 billion | adviserinfo.sec.gov |
| Bench Walk Advisors LLC | Boca Raton | FL | 81 | Not listed | 81 | Not listed | Not listed | $671 million | $707.6 million | adviserinfo.sec.gov |
| Weathervane Asset Management LLC | Fort Lauderdale | FL | 65 | Not listed | 65 | Not listed | Not listed | $380.9 million | $384.1 million | adviserinfo.sec.gov |
| Digitalbridge Investment Management, LLC | Boca Raton | FL | 59 | 2 | 56 | Not listed | Not listed | $56.16 billion | $61.10 billion | adviserinfo.sec.gov |
| Third Lake Partners, LLC | Tampa | FL | 46 | Not listed | 6 | 3 | 22 | $2.47 billion | $5.97 billion | adviserinfo.sec.gov |
| Barramundi Advisors LLC | Boca Raton | FL | 46 | Not listed | 46 | Not listed | Not listed | $392 million | $390.4 million | adviserinfo.sec.gov |
| Universa Investments L.P. | Miami | FL | 45 | 45 | Not listed | Not listed | Not listed | $21.35 billion | $21.35 billion | adviserinfo.sec.gov |
| Digital Bridge Advisors, LLC | Boca Raton | FL | 45 | Not listed | 45 | Not listed | Not listed | $13.55 billion | $14.60 billion | adviserinfo.sec.gov |
| Gramercy Funds Management LLC | West Palm Beach | FL | 43 | 11 | 14 | Not listed | Not listed | $8.55 billion | $8.69 billion | adviserinfo.sec.gov |
| Coastal Investment Company, LLC | Winter Park | FL | 41 | Not listed | Not listed | 12 | 29 | $262.9 million | $262.9 million | adviserinfo.sec.gov |
| Fuel Venture Capital Partners LLC | Miami | FL | 40 | Not listed | Not listed | 40 | Not listed | $521.1 million | Not listed | adviserinfo.sec.gov |
| Warren Equity Partners Manager, L.P. | Jacksonville Beach | FL | 38 | Not listed | 38 | Not listed | Not listed | $6.09 billion | $6.09 billion | adviserinfo.sec.gov |
| Rizvi Traverse Management, LLC | West Palm Beach | FL | 38 | Not listed | 12 | 26 | Not listed | $1.27 billion | $1.29 billion | adviserinfo.sec.gov |
| Citadel Advisors LLC | Miami | FL | 37 | 37 | Not listed | Not listed | Not listed | $1.09 trillion | $570.62 billion | adviserinfo.sec.gov |
| Ae Industrial Partners, LP | Boca Raton | FL | 36 | Not listed | 36 | Not listed | Not listed | $7.74 billion | $7.72 billion | adviserinfo.sec.gov |
| The Venture Collective LLC | Miami Beach | FL | 35 | Not listed | Not listed | 35 | Not listed | $226.9 million | Not listed | adviserinfo.sec.gov |
| Thursday Ventures Management LLC | Brandon | FL | 35 | Not listed | Not listed | 35 | Not listed | $225.1 million | Not listed | adviserinfo.sec.gov |
| White Wolf Capital Advisors, LLC | Miami | FL | 34 | Not listed | 27 | Not listed | Not listed | $560 million | $566.8 million | adviserinfo.sec.gov |
| Bail Capital LLC | Coral Gables | FL | 32 | Not listed | 26 | 6 | Not listed | $102.4 million | Not listed | adviserinfo.sec.gov |
| FF Capital Partners, LLC | Tampa | FL | 31 | Not listed | Not listed | 31 | Not listed | $181.2 million | Not listed | adviserinfo.sec.gov |
| Karlov Street Capital, LLC | Boca Raton | FL | 30 | Not listed | Not listed | Not listed | Not listed | $251 million | $251 million | adviserinfo.sec.gov |
| Certuity, LLC | North Palm Beach | FL | 27 | 2 | 25 | Not listed | Not listed | $780.7 million | $3.30 billion | adviserinfo.sec.gov |
| American Ventures IM LLC | Palm Beach Gardens | FL | 27 | Not listed | Not listed | Not listed | Not listed | $838.7 million | $838.7 million | adviserinfo.sec.gov |
| Vizcaya Capital Partners LLC | Miami | FL | 27 | Not listed | Not listed | Not listed | Not listed | $172.1 million | $172.5 million | adviserinfo.sec.gov |
| Kare Manager Holdings, L.P. | Boca Raton | FL | 26 | Not listed | Not listed | Not listed | 26 | $23.85 billion | $19.82 billion | adviserinfo.sec.gov |
| 1789 Capital Management | Palm Beach | FL | 26 | Not listed | 17 | 8 | 1 | $2.73 billion | $2.73 billion | adviserinfo.sec.gov |
| Leste Capital Partners (Florida), LLC | Miami | FL | 25 | 3 | 1 | Not listed | 21 | $252.9 million | $1.61 billion | adviserinfo.sec.gov |
| Luma Capital | Naples | FL | 24 | Not listed | 24 | Not listed | Not listed | $24.2 million | $135.8 million | adviserinfo.sec.gov |
| RM Manager, LLC | Orlando | FL | 24 | Not listed | Not listed | 24 | Not listed | $42.5 million | Not listed | adviserinfo.sec.gov |
| Bayview Asset Management, LLC | Coral Gables | FL | 23 | 22 | Not listed | Not listed | Not listed | $65.31 billion | $64.21 billion | adviserinfo.sec.gov |
| Clearwell Group | Tampa | FL | 23 | Not listed | 14 | Not listed | 8 | $197.8 million | $413.5 million | adviserinfo.sec.gov |
Newest SEC registrations in Florida
39 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Cradle Capital Corp | Miami | FL | October 30, 2026 | Not listed | cradle.capital | adviserinfo.sec.gov |
| Nostradamus Solutions LLC | Miami | FL | October 23, 2026 | Not listed | nostradamus.solutions | adviserinfo.sec.gov |
| Coolabah Capital Investments (USA) Inc | Miami | FL | October 23, 2026 | $64.7 million | coolabahcapital.com | adviserinfo.sec.gov |
| Blue Orca Securities | North Palm Beach | FL | October 22, 2026 | Not listed | adviserinfo.sec.gov | |
| Miura Investment Advisors, Inc | Miami | FL | October 20, 2026 | $391.8 million | adviserinfo.sec.gov | |
| C2c Private Wealth, LLC | Miami | FL | October 19, 2026 | Not listed | adviserinfo.sec.gov | |
| Four Pillars Financial Planning Group, LLC | Nokomis | FL | October 16, 2026 | Not listed | adviserinfo.sec.gov | |
| Saul Funds Management LLC | Miami | FL | October 14, 2026 | $2.5 million | adviserinfo.sec.gov | |
| Accial Capital Management LLC | Miami | FL | October 13, 2026 | $164.3 million | accialcapital.com | adviserinfo.sec.gov |
| Latigo Peak Partners, LLC | Palm Beach Gardens | FL | October 5, 2026 | Not listed | latigopeak.com | adviserinfo.sec.gov |
| Nextreg Advisors LLC | Miami | FL | October 1, 2026 | Not listed | nextreg.ai | adviserinfo.sec.gov |
| ARK Capital Investments LLC | St Petersburg | FL | September 23, 2026 | Not listed | adviserinfo.sec.gov | |
| Fortuna Private Wealth Management Corp. | Miami | FL | September 22, 2026 | Not listed | fortunapwm.com | adviserinfo.sec.gov |
| Traver Financial Consulting Network Pa | Lakewood Ranch | FL | September 16, 2026 | $121.7 million | adviserinfo.sec.gov | |
| Opima Capital Management, LLC | Ocoee | FL | September 16, 2026 | Not listed | opimacapital.com | adviserinfo.sec.gov |
| Mfo Healthcare Partners | Boca Raton | FL | September 15, 2026 | Not listed | mfohealthcarepartners.com | adviserinfo.sec.gov |
| Dan Thornsberry Capital Advisors, LLC | Belleair Beach | FL | September 14, 2026 | Not listed | adviserinfo.sec.gov | |
| Boardwalk Investment Group LP | Miami | FL | September 11, 2026 | Not listed | boardwalkig.com | adviserinfo.sec.gov |
| Aligned Wealth Advisors, LLC | Miami | FL | September 9, 2026 | Not listed | alignedwealth.com | adviserinfo.sec.gov |
| Kare Manager Holdings, L.P. | Boca Raton | FL | September 8, 2026 | $19.82 billion | adviserinfo.sec.gov | |
| Peak Nine Capital Advisors, LLC | Naples | FL | August 27, 2026 | Not listed | adviserinfo.sec.gov | |
| Altura Capital | Coral Gables | FL | August 18, 2026 | $159.5 million | adviserinfo.sec.gov | |
| Structure Wealth Management, LLC | Tampa | FL | August 17, 2026 | $165.7 million | structurewm.com | adviserinfo.sec.gov |
| Howland and Associates, LLC | St Petersburg | FL | August 13, 2026 | $138.7 million | adviserinfo.sec.gov | |
| SP Funds | Lake Mary | FL | August 10, 2026 | $10.2 million | sp-funds.com | adviserinfo.sec.gov |
Cities in Florida
| City | Advisers | AUM |
|---|---|---|
| Miami | 292 | $1.34 trillion |
| Boca Raton | 81 | $271.00 billion |
| Tampa | 80 | $235.45 billion |
| West Palm Beach | 68 | $385.22 billion |
| Coral Gables | 60 | $122.43 billion |
| Miami Beach | 52 | $106.60 billion |
| Orlando | 48 | $18.58 billion |
| Naples | 46 | $75.28 billion |
| Sarasota | 37 | $20.94 billion |
| Palm Beach Gardens | 36 | $160.46 billion |
| Fort Lauderdale | 36 | $209.36 billion |
| Jacksonville | 31 | $16.28 billion |
| St. Petersburg | 27 | $621.72 billion |
| Winter Park | 26 | $23.82 billion |
| Palm Beach | 22 | $13.24 billion |
| Aventura | 18 | $22.95 billion |
| Clearwater | 16 | $10.97 billion |
| Vero Beach | 15 | $40.45 billion |
| Maitland | 13 | $7.74 billion |
| Jupiter | 13 | $40.93 billion |
| Lake Mary | 12 | $25.12 billion |
| Coconut Grove | 10 | $4.37 billion |
More ways to read Florida
- Advisers in Florida with $10 billion to $100 billion in AUM
- Advisers in Florida with $1 billion to $10 billion in AUM
- Advisers in Florida with $500 million to $1 billion in AUM
- Advisers in Florida with $100 million to $500 million in AUM
- Advisers in Florida with $50 million to $100 million in AUM
- Advisers in Florida serving individuals
- Advisers in Florida serving high net worth individuals
- Advisers in Florida serving banks and thrifts
- Advisers in Florida serving investment companies
- Advisers in Florida serving business development companies
- Advisers in Florida serving pooled investment vehicles
- Advisers in Florida serving pension and profit sharing plans
- Advisers in Florida serving charitable organizations
- Advisers in Florida serving state and municipal governments
- Advisers in Florida serving other investment advisers
- Advisers in Florida serving insurance companies
- Advisers in Florida serving sovereign wealth funds and foreign official institutions
- Advisers in Florida serving corporations and other businesses
- Private fund advisers in Florida
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.