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Data / Investment advisers / Florida / Page 2

Investment advisers in Florida: 1,333 firms, page 2

The full lists. Investment advisers in Florida: 1,333 rows, $66.65, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.

Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.

Largest advisers by AUM, 301 to 600 of 1,333, in the same order as page 1.

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.

Largest advisers by AUM, page 2

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Gfo Asset Management, LLCMiami Beach$856.1 million3143(203) 550-4233adviserinfo.sec.gov
Rossby Financial, LLCMelbourne$854.8 million3,9107Not listed(321) 209-0111adviserinfo.sec.gov
Harbor AdvisorsWest Palm Beach$851.7 million101Not listed(561) 459-2946adviserinfo.sec.gov
Rosemawr Management LLCMiami Beach$843.6 million13238(212) 286-9474rosemawr.comadviserinfo.sec.gov
Fai Capital ManagementTampa$842.1 million125Not listed(813) 874-6621adviserinfo.sec.gov
Aua Private Equity Partners, LLCWest Palm Beach$841.8 million131113(561) 851-9500auaequity.comadviserinfo.sec.gov
American Ventures IM LLCPalm Beach Gardens$838.7 million27327(917) 608-7234adviserinfo.sec.gov
Concise Capital Management, L.P.Miami$838.6 million8121(305) 371-4578adviserinfo.sec.gov
Global Financial Private ClientSarasota$828.3 million1,0286Not listed(941) 441-1624adviserinfo.sec.gov
Walsh & Associates, LLCSarasota$827.7 million2,57115Not listed(941) 952-1188adviserinfo.sec.gov
Palatine Fund Advisors, LLCMiami$821.4 million4214(305) 417-6254adviserinfo.sec.gov
Segra Capital Management, LLCPalm Beach$820.7 million555(561) 890-9127adviserinfo.sec.gov
Shoreline Equity Partners, LLCNeptune Beach$815.2 million5233(904) 222-6540adviserinfo.sec.gov
Andbanc Advisory LLCMiami$806.5 million47213Not listed(305) 702-0601adviserinfo.sec.gov
Firestone Capital Management IncSouth Miami$806.2 million1,2987Not listed(305) 669-2119adviserinfo.sec.gov
Hoxton WealthOrlando$803.5 million1,80574Not listed(407) 248-1211adviserinfo.sec.gov
Psi Advisors, LLCTampa$800.9 million3,23722Not listed(813) 444-0337ericeatonfinancial.comadviserinfo.sec.gov
Fortress Wealth PlanningJacksonville Beach$793.9 million7137Not listed(904) 301-4545fortresswealthplanning.comadviserinfo.sec.gov
XP Advisory US, Inc.Miami$792.3 million25834Not listed(786) 725-5983adviserinfo.sec.gov
New Wave Loans Residential, LLCNorth Miami Beach$787.4 million4161(305) 512-1124newwaveloans.comadviserinfo.sec.gov
Augustine Asset Management IncJacksonville$783.3 million4628Not listed(904) 396-6944adviserinfo.sec.gov
Amerant Investments, Inc.Coral Gables$782.4 million1,29635Not listed(305) 460-8599amerantinvestments.marstone.comadviserinfo.sec.gov
Portfolio Medics, LLCBonita Springs$780.5 million3,80575Not listed(239) 444-1766adviserinfo.sec.gov
Artia Global Partners LPMiami$778.9 million351(305) 710-1384adviserinfo.sec.gov
KLH CapitalTampa$773.9 million3203(813) 222-0160adviserinfo.sec.gov
Benchmark Financial Wealth Advisors LLCBoca Raton$766.1 million1,06714Not listed(561) 416-2992bfllc.comadviserinfo.sec.gov
Orange Investment Advisors, LLCWinter Park$765 million341(407) 758-4082orangeia.comadviserinfo.sec.gov
Fsa Investment Group, LLCPensacola$761.8 million124111(850) 696-1550fsa-ig.comadviserinfo.sec.gov
Invex Advisors LLCCoral Gables$759.3 million8483(786) 425-1717adviserinfo.sec.gov
Lighthouse FinancialSaint Petersburg$755.6 million3371Not listed(727) 490-5797lighthousefinancial.infoadviserinfo.sec.gov
Gator Capital Management, LLCTampa$751.1 million4972(813) 282-7870gatorcapital.comadviserinfo.sec.gov
QTR Family Wealth, LLCLake Mary$749.3 million8017Not listed(407) 745-0715qtrfamily.comadviserinfo.sec.gov
Fiduciary Family Office, LLCBoca Raton$747.7 million6243Not listed(561) 353-4440fiduciaryfo.comadviserinfo.sec.gov
Dudley & Shanley, Inc.Palm Beach$746.8 million5153(561) 855-4742dudleyshanley.comadviserinfo.sec.gov
Tremblant Capital GroupWest Palm Beach$744.6 million9192(212) 303-7373tremblantcapital.comadviserinfo.sec.gov
Bayshore Wealth AdvisorsCoral Gables$740.1 million4194Not listed(786) 888-9400bayshorewealth.comadviserinfo.sec.gov
Paradigm Investment ManagementMiami$725.2 million93Not listed(786) 871-3411paradigmpcm.comadviserinfo.sec.gov
Global Wealth Management Investment Advisory, Inc.Fort Lauderdale$722.8 million3,68742Not listed(954) 533-7144askglobalwealth.comadviserinfo.sec.gov
Materetsky Financial GroupBoynton Beach$720.8 million2,3099Not listed(561) 735-9227adviserinfo.sec.gov
Darwin Wealth ManagementTampa$717.8 million5,72510Not listed(813) 579-4074adviserinfo.sec.gov
SaagaMiami$717.5 million5656Not listed(786) 940-3505saagawealth.comadviserinfo.sec.gov
G. a. Repple & CompanyCasselberry$716.3 million3,20753Not listed(407) 339-9090garepple.comadviserinfo.sec.gov
Aston Capital ManagementCoral Gables$711.8 million18435(305) 722-5989astoncapital.netadviserinfo.sec.gov
Rogan & AssociatesSafety Harbor$709.6 million1,48314Not listed(727) 712-3400adviserinfo.sec.gov
Bench Walk Advisors LLCBoca Raton$707.6 million901581(561) 448-4441benchwalk.comadviserinfo.sec.gov
Morangie Management LLCVero Beach$706 million11772(908) 285-6686morangiemanagement.comadviserinfo.sec.gov
Core Wealth Advisors, Inc.Lakeland$702.1 million1,28813Not listed(863) 904-4745adviserinfo.sec.gov
Lafise Global Advisors LLCMiami$699 million103Not listed(305) 374-6001adviserinfo.sec.gov
Maximai Investment Partners, LLCCoral Gables$695.8 million9748Not listed(786) 332-6050maximaipartners.comadviserinfo.sec.gov
Icv Partners, LLCMiami$694.1 million4134(212) 455-9600icvpartners.comadviserinfo.sec.gov
Brainvest Wealth Management LLCMiami$690.9 million17581(305) 224-8834brainvest.comadviserinfo.sec.gov
Alti Wealth Management (US International), Inc.Coral Gables$690.9 million3710Not listed(305) 373-8033alti-global.comadviserinfo.sec.gov
Synergy Investment Management LLCAltamonte Springs$681.5 million2,50022Not listed(321) 203-4458synergywealthalliance.comadviserinfo.sec.gov
Encore Housing Opportunity Fund Investment Manager, LLCBoca Raton$679.5 million12475(561) 961-1000encorecm.comadviserinfo.sec.gov
Hudson Value Partners, LLCPalm Beach$678.3 million54741(646) 343-9772adviserinfo.sec.gov
Summit Wealth Partners, LLCOrlando$675.7 million2,04021Not listed(407) 656-2252adviserinfo.sec.gov
Advantage Wealth PartnersFort Myers$675.5 million1,80410Not listed(239) 561-1155advantagewealthpartners.comadviserinfo.sec.gov
Truvestments Capital LLCSarasota$660.8 million2,541171(855) 955-1982adviserinfo.sec.gov
Highpost Capital, LLCWest Palm Beach$657.2 million261418(212) 634-3305highpost.comadviserinfo.sec.gov
Polar Capital (America) CorporationTampa$656.1 million5121011442072272700polarcapital.co.ukadviserinfo.sec.gov
Collaborative WealthLake Mary$653.3 million1,94813Not listed(407) 792-3336adviserinfo.sec.gov
Dale K. Ehrhart, Inc.Venice$648.8 million3096Not listed(941) 485-8220dkeinc.comadviserinfo.sec.gov
Powell Investment Advisors, LLCMiami$648 million35421(786) 470-3480powellinvestmentadvisors.comadviserinfo.sec.gov
Proaltus USAMiami$645.7 million941412(857) 334-1921proaltus.usadviserinfo.sec.gov
Abacus FCF Advisors LLCOrlando$641.4 million65Not listed(212) 217-2597adviserinfo.sec.gov
Eve PartnersPonte Vedra Beach$641.3 million6146(904) 875-5375evepartners.comadviserinfo.sec.gov
Vizcaya Capital, LLCMiami$631.4 million34691(305) 602-5725vizcayacapital.comadviserinfo.sec.gov
Centrica Wealth ManagementMiami$627.4 million453Not listed(305) 686-7910centricafg.comadviserinfo.sec.gov
B&C Financial AdvisorsPonte Vedra Beach$626 million1,33112Not listed(904) 273-9850butenskycohen.comadviserinfo.sec.gov
Industrial Development Funding LLCMiami Beach$624 million752(917) 658-7661adviserinfo.sec.gov
Blue Ocean CapitalWest Palm Beach$619.2 million49111Not listed(561) 659-3301adviserinfo.sec.gov
Tactive Advisors, LLCSarasota$619 million3,43415Not listed(855) 282-2848jaaxfinancial.comadviserinfo.sec.gov
H.I.G. Whitehorse Advisers, LLCMiami$615.1 million182Not listed(305) 379-2322whitehorse.comadviserinfo.sec.gov
Zega Investments, LLCPalm Beach Gardens$614 million1,31510Not listed(800) 380-9342luckinbillfinancial.comadviserinfo.sec.gov
Rose Capital Advisors, LLCMiami Beach$608.3 million917141(305) 534-7673adviserinfo.sec.gov
Inlet Private Wealth, LLCJupiter$608.1 million1845Not listed(561) 781-0400inletprivatewealth.comadviserinfo.sec.gov
Destiny Family OfficeTavares$605.1 million2947Not listed(844) 357-1120destinyfamilyoffice.comadviserinfo.sec.gov
Deuterium Capital Management, LLCClearwater$603.7 million682(727) 204-7570deuterium.usadviserinfo.sec.gov
Gda Luma Capital Management, LPMiami$592.4 million3141(917) 312-6701gdaluma.comadviserinfo.sec.gov
Florida Atlantic Securities Corp.Miami$590 million7441(305) 670-9250floridaatlantic.netadviserinfo.sec.gov
Vine Investment Advisors, LPPalm Beach Gardens$583.5 million818(917) 512-7051adviserinfo.sec.gov
55 North Private WealthWinter Park$581.3 million6978Not listed(407) 960-476955northprivatewealth.comadviserinfo.sec.gov
Harvey Capital Management IncPalm Beach$579.4 million1725Not listed(561) 804-9181harveycapital.comadviserinfo.sec.gov
Bh3 Fund Advisors, LLCFort Lauderdale$578.1 million10298(954) 541-7446adviserinfo.sec.gov
Silverview Credit Partners LPTampa$577.3 million16143(646) 205-6225silverview.comadviserinfo.sec.gov
Rezny Wealth Management, Inc.Fort Myers$576 million2757Not listed(800) 618-8577reznywealth.comadviserinfo.sec.gov
Southocean Capital Partners, LLCFt. Lauderdale$575.3 million17817(954) 331-0109adviserinfo.sec.gov
Sanchez Wealth Management Group, LLCJacksonville$571.2 million1,5023Not listed(904) 281-9261sanchezwealth.comadviserinfo.sec.gov
Tyro Capital Management, LLCMiami$570.9 million262(330) 307-6147adviserinfo.sec.gov
Inca Investments, LLCMiami$569.6 million391(305) 722-4300incainvestments.comadviserinfo.sec.gov
Driftwood Advisors, LLCCoral Gables$568.8 million3523(305) 500-9998driftwoodadvisors.usadviserinfo.sec.gov
Inveris US LLCCoral Gables$568.4 million3696Not listed(305) 448-0014adviserinfo.sec.gov
Fiori Financial GroupFort Lauderdale$567.4 million6758Not listed(954) 763-2600adviserinfo.sec.gov
White Wolf Capital Advisors, LLCMiami$566.8 million361934(305) 605-8888adviserinfo.sec.gov
Atticus Wealth ManagementPalm Beach Gardens$565.3 million1,1058Not listed(561) 425-9500atticuswm.comadviserinfo.sec.gov
Downtown Wealth Studios, LLCMiami$563.5 million1355Not listed(888) 240-2737adviserinfo.sec.gov
Dara Capital US, Inc.Miami$563.1 million583Not listed(646) 779-9760adviserinfo.sec.gov
Paulson Wealth Management Inc.West Palm Beach$558.9 million1,49311Not listed(407) 957-0074adviserinfo.sec.gov
F&V Capital Management, L.L.C.Boca Raton$557.8 million2377Not listed(561) 208-1081adviserinfo.sec.gov
Financial Harvest Wealth AdvisorsWinter Park$557.4 million1,3979Not listed(407) 937-0707adviserinfo.sec.gov
Global Assets Advisory, LLCOrlando$551.7 million2,58829Not listed(407) 254-1500iaac.comadviserinfo.sec.gov
Trillium Wealth LLCWinter Park$544.6 million1,70813Not listed(321) 295-8492trillium-wealth.comadviserinfo.sec.gov
Compound Family Offices, LLCSarasota$540.8 million3246Not listed(941) 556-9294compoundfamilyoffices.comadviserinfo.sec.gov
Consilium Investment Management LLCFort Lauderdale$540.6 million5172(954) 315-9380adviserinfo.sec.gov
Affiliated Private Investors LLCWest Palm Beach$533.7 million5465(561) 318-8710adviserinfo.sec.gov
Jacksonville Wealth ManagementJacksonville$533.5 million2,09513Not listed(904) 923-7526jaxwealth.comadviserinfo.sec.gov
Ceeto Capital Group, LLCCoral Gables$531.4 million464Not listed(786) 477-6445adviserinfo.sec.gov
Securitize Capital LLCMiami$530.2 million727(415) 745-3030securitize.ioadviserinfo.sec.gov
Noble Family WealthClearwater$527.5 million4889Not listed(727) 674-1462noblefamilywealth.comadviserinfo.sec.gov
Compass Financial Advisory Services, LLCOrmond Beach$527.2 million1,03111Not listed(386) 673-5191adviserinfo.sec.gov
Compass Group Investments Solutions LLCMiami$526.8 million14817Not listed(305) 358-7052cgcompass.comadviserinfo.sec.gov
Convergence Investment Partners, LLCPalm Beach Gardens$523.6 million4475Not listed(561) 494-8001adviserinfo.sec.gov
Disciplined Equity Management, Inc.Neptune Beach$521 million8194Not listed(904) 222-0280demgt.comadviserinfo.sec.gov
Bicycle CapitalCoconut Grove$518.5 million1101(917) 902-2910bicycle.capitaladviserinfo.sec.gov
Altium Investment Strategies LLCWesley Chapel$517.7 million28Not listed(813) 215-7783adviserinfo.sec.gov
Uhler Vertich White AdvisorsFort Myers$513.7 million1,00211Not listed(239) 936-6300uvwadvisors.comadviserinfo.sec.gov
Pharvision Advisers, LLCBoca Raton$513.2 million621(561) 614-6014pharvision.aiadviserinfo.sec.gov
Client 1st Advisory GroupDunedin$511.5 million9248Not listed(727) 450-2301adviserinfo.sec.gov
Instrumental Wealth, LLCTampa$508 million2,12812Not listed(813) 578-7001adviserinfo.sec.gov
Kaufman Rossin Wealth, LLCMiami$506.7 million52011Not listed(305) 646-6071kaufmanrossinwealth.comadviserinfo.sec.gov
Creand ManagementMiami$506.6 million13416Not listed(305) 358-8844creand.usadviserinfo.sec.gov
Punch Card ManagementWinter Park$505.4 million141(407) 367-4347punchcardcapital.comadviserinfo.sec.gov
LRZ Capital LLCMiami$500.8 million453(305) 615-0215lrzcapital.comadviserinfo.sec.gov
Xcel Wealth Management, LLCHolly Hill$497.9 million8444Not listed(386) 872-3440adviserinfo.sec.gov
White Oaks Investment Management, IncSarasota$496.1 million11217(941) 361-9000adviserinfo.sec.gov
Klosters CapitalMiami$495.6 million817Not listed(305) 907-3421adviserinfo.sec.gov
The Life Wealth GroupWinter Garden$490.6 million1,53122Not listed(407) 299-4129adviserinfo.sec.gov
Tim Looney Investments, LLCLongwood$490.3 million1,2554Not listed(407) 331-6961timlooney.comadviserinfo.sec.gov
Daher Capital Group, LLCJupiter$490 million231Not listed(561) 422-0160adviserinfo.sec.gov
Marquis Wealth Management GroupFort Myers$489.2 million9559Not listed(239) 454-1117marquiswealthgroup.comadviserinfo.sec.gov
The Ambrus Group LLCTampa$485.1 million653(917) 270-6563ambrusgroup.comadviserinfo.sec.gov
Exodus Wealth, LLCFort Lauderdale$483.6 million3,05553Not listed(925) 791-4444thinkfloresfinancial.comadviserinfo.sec.gov
Global Kandor Advisors, LLCMiami$483.3 million25513Not listed(786) 558-0391globalkandor.comadviserinfo.sec.gov
Thurston AdvisorsVero Beach$480.9 million999(312) 255-0077thurstongroup.comadviserinfo.sec.gov
Orange Avenue Advisors LLCOrlando$480.7 million12Not listed(407) 280-5857adviserinfo.sec.gov
Priority Senior Secured Income Management, LLCWest Palm Beach$479.1 million1661Not listed(561) 285-4044adviserinfo.sec.gov
Xendia Wealth LLCMiami$475.3 million4,8105Not listed(305) 415-0060monexinvestor.comadviserinfo.sec.gov
Allgen Financial Advisors, Inc.Orlando$475.2 million2,55718Not listed(407) 210-3888allgenfinancial.comadviserinfo.sec.gov
Horiko Capital Management LLCMiami$475.1 million662(201) 523-4150horikocapital.comadviserinfo.sec.gov
Noctua International WMG, LLCMiami$474.5 million1657Not listed(786) 220-0330noctuapartners.comadviserinfo.sec.gov
Brightside Capital Partners LLCLantana$472.8 million112Not listed(410) 245-1689adviserinfo.sec.gov
Octogone NAMiami$469.7 million9766(305) 677-9559octogone.chadviserinfo.sec.gov
Capco Asset Management, LLCTampa$468.6 million13951(813) 805-0777capcovalue.comadviserinfo.sec.gov
Mangrove Equity PartnersTampa$468.1 million7147(813) 868-4500adviserinfo.sec.gov
Moseley Investment Management, Inc.Bradention$456.8 million9357Not listed(941) 745-2799moseleyinvestment.comadviserinfo.sec.gov
Wealth Advisors of Tampa BayTampa$456.8 million4018Not listed(813) 642-7730adviserinfo.sec.gov
Florida Financial Advisors, LLCTampa$456.1 million4,295667Not listed(813) 333-1683adviserinfo.sec.gov
Whitestar Advisors, LLCBoca Raton$454.5 million278Not listed(561) 999-9949whitestarllc.comadviserinfo.sec.gov
New Water Capital, L.P.Boca Raton$454.4 million6126(561) 235-7310newwatercap.comadviserinfo.sec.gov
Imz Advisory Inc.Boca Raton$452.7 million5024Not listed(561) 368-2336imzfinancialservices.comadviserinfo.sec.gov
Global TrustPalm Beach Gardens$450.2 million79912Not listed(561) 472-0191gbltrust.comadviserinfo.sec.gov
Kerrisdale Capital Management, LLCMiami Beach$447.8 million642(212) 792-7999adviserinfo.sec.gov
Ikalon Advisors LLCMiami$442.1 million22Not listed(786) 702-0078adviserinfo.sec.gov
MeridianaCoral Gables$441.9 million1525Not listed(305) 448-0014meridiana-mfo.comadviserinfo.sec.gov
Ardan Equity Partners, LLCWest Palm Beach$441.4 million11611(917) 304-7294adviserinfo.sec.gov
Fortress Wealth GroupWinter Park$439.1 million1,10214Not listed(407) 999-8998adviserinfo.sec.gov
Gables Capital Management, Inc.Miami$438.8 million35981(305) 374-9121gablescapital.comadviserinfo.sec.gov
Cayside PartnersJupiter$438 million14541(561) 768-9621adviserinfo.sec.gov
Fogel Capital Management IncStuart$436.7 million52911Not listed(772) 223-9686fogelcapital.comadviserinfo.sec.gov
L1 Capital Global Inc.Miami Beach$433.6 million231+61 3 9286 7015l1capitalglobal.comadviserinfo.sec.gov
Greenbridge Partners LLCLakeland$433.1 million7331Not listed(863) 688-5938adviserinfo.sec.gov
Castle Wealth ManagementBoynton Beach$430.1 million9178Not listed(561) 686-9604adviserinfo.sec.gov
Compass Financial Group, Inc.Deerfield Beach$429.7 million4316Not listed(954) 481-2607compassfinancialgroup.comadviserinfo.sec.gov
Haven PrivateOrlando$428.1 million6846Not listed(321) 329-8674havenprivate.comadviserinfo.sec.gov
Perigee Capital, LPSarasota$425.7 million1191118(941) 955-0929perigeegroup.comadviserinfo.sec.gov
Dynamic Core Capital PartnersJacksonville Beach$425.2 million24176(904) 799-1984dynamiccorecapital.comadviserinfo.sec.gov
Forza Wealth ManagementSarasota$422.4 million3564Not listed(941) 203-3748forzawealth.comadviserinfo.sec.gov
Hollander Asset Management LLCMiami$419.7 million5222(305) 579-9255adviserinfo.sec.gov
Directed Capital AdvisorsSt. Petersburg$419.6 million3352(727) 341-8380directedcapital.comadviserinfo.sec.gov
Miller Value Partners, LLCSarasota$418.2 million215Not listed(410) 454-3130adviserinfo.sec.gov
Quantum Private Wealth, LLCTampa$418 million3725Not listed(847) 474-1400quantumprivatewealth.comadviserinfo.sec.gov
Coquina Private Wealth AdvisorsPort Charlotte$417.6 million1,51912Not listed(941) 206-5120coquinaprivatewealth.comadviserinfo.sec.gov
Seven Mile Advisory LLCTallahassee$416.8 million3204Not listed(212) 365-5562adviserinfo.sec.gov
Strategic Asset Management Group AdvisorsPompano Beach$416.5 million4045Not listed(954) 473-11101samgroup.comadviserinfo.sec.gov
Broadcrest Asset Management, LLCWinter Park$415.5 million5105(407) 754-0026adviserinfo.sec.gov
Clearwell GroupTampa$413.5 million57923(813) 435-5600clearwellgroup.comadviserinfo.sec.gov
Northbridge Financial Group, LLCTampa$413.1 million1,35411Not listed(813) 877-8000adviserinfo.sec.gov
Code Waechter LLCTampa$409 million1,1689Not listed(813) 287-8775adviserinfo.sec.gov
Clarity Capital Advisors, LLCLakewood Ranch$406.3 million2742Not listed(800) 345-4635claritycapitaladvisors.comadviserinfo.sec.gov
Guerra Wealth AdvisorsMiami$406.2 million3,00712Not listed(305) 448-1011guerrawealth.comadviserinfo.sec.gov
LotusOrlando$405 million3301(628) 212-8533lotusmgmt.coadviserinfo.sec.gov
QP Wealth Management, LLCBoca Raton$405 million7157Not listed(732) 526-2701qpwealthmanagement.comadviserinfo.sec.gov
Core Wealth Management, Inc.Jupiter$404.7 million9994Not listed(561) 491-0231core-wm.comadviserinfo.sec.gov
Kanen Wealth Management LLCCoconut Creek$404.6 million45553(631) 863-3100kanenadvisory.comadviserinfo.sec.gov
Bci Securities, Inc.Miami$402.2 million44874Not listed(305) 929-5500bcisecurities.comadviserinfo.sec.gov
Proathlete Wealth Management LLCBoca Raton$402.2 million2055Not listed(561) 988-5540pawm.comadviserinfo.sec.gov
Ratan Capital Management, LPMiami$401.9 million422(917) 697-3008adviserinfo.sec.gov
Palm Peak Capital, LLCBoca Raton$400.8 million393(561) 941-6355adviserinfo.sec.gov
Keyes, Stange & Wooten Wealth Management, LLCDaytona Beach$400.1 million1,0499Not listed(386) 253-1980kswwealthmanagement.comadviserinfo.sec.gov
Sara-Bay Financial Corp.Sarasota$396.8 million9245Not listed(941) 371-8027sara-bay.comadviserinfo.sec.gov
Kirtland Financial Management, Inc.Coral Gables$396.1 million6203Not listed(305) 648-0006kirtlandfinancial.comadviserinfo.sec.gov
Poinciana Advisors Group, LLCPalm Beach Gardens$396 million3092Not listed(561) 296-0100poincianagroup.comadviserinfo.sec.gov
Galapagos Advisory LLCMiami$395.7 million2108Not listed(305) 515-5878galapagoscapital.usadviserinfo.sec.gov
Gravitalix FinancialCoral Springs$395.2 million19,2182Not listed(646) 732-0299adviserinfo.sec.gov
FamilywealthLake Mary$394.6 million68713Not listed(866) 746-3743adviserinfo.sec.gov
Arsenal Venture PartnersWinter Park$393.8 million12412(407) 838-1400arsenalgrowth.comadviserinfo.sec.gov
Vision One Management Partners, LPMiami$393.8 million772(786) 826-9138adviserinfo.sec.gov
Apex Investments Management US, LLCCoconut Grove$392.5 million161(305) 222-7246apexcapitalpe.comadviserinfo.sec.gov
Schorn WealthEnglewood$392.4 million1,4099Not listed(610) 399-1500schorn.netadviserinfo.sec.gov
Miura Investment Advisors, IncMiami$391.8 million1916Not listed(305) 379-3602adviserinfo.sec.gov
Barramundi Advisors LLCBoca Raton$390.4 million46746(561) 462-1200adviserinfo.sec.gov
In on CapitalMiami$389.4 million4016Not listed(305) 721-2811inoncapitaladvisors.comadviserinfo.sec.gov
Solomon Api LLCRockledge$389 million2,2043Not listed(321) 888-2599adviserinfo.sec.gov
Monorail Securities LLCSarasota$388.7 million2,4037Not listed(941) 925-2121monorail.comadviserinfo.sec.gov
HD Money, Inc.Sarasota$386.1 million99812Not listed(941) 925-2121hdmoneyinc.comadviserinfo.sec.gov
Alternative Investment Advisors, LLCMaitland$385.9 million2,81715Not listed(407) 261-4242ffs1.comadviserinfo.sec.gov
Ranch Capital Advisors Inc.Sarasota$385.5 million1,1477Not listed(941) 462-2666ranchcap.comadviserinfo.sec.gov
Weathervane Asset Management LLCFort Lauderdale$384.1 million70465(516) 305-9438adviserinfo.sec.gov
Keating Investment Counselors IncDelray Beach$383.1 million3663Not listed(561) 278-7862keatinginvestment.comadviserinfo.sec.gov
One + One Wealth Management, LLCJupiter$383 million7935Not listed(561) 972-4913oneplusonewealth.comadviserinfo.sec.gov
Canopy 360 Wealth, LLCOcala$382.8 million9499Not listed(352) 369-1120adviserinfo.sec.gov
Clearshares LLCMarco Island$382.5 million33Not listed(212) 292-0959clear-shares.comadviserinfo.sec.gov
Myriad Asset Management Advisors LLCWest Palm Beach$380.9 million15Not listed(561) 823-0896myriadasset.comadviserinfo.sec.gov
Scala Capital LLCMiami$380.5 million3901213(305) 539-3850scala-capital.comadviserinfo.sec.gov
Agnello Financial Group, Inc.West Palm Beach$378.6 million4654Not listed(561) 833-7080agnello.comadviserinfo.sec.gov
Boca Wealth AdvisorsBoca Raton$378.6 million5142Not listed(561) 391-4477adviserinfo.sec.gov
Financial Advisory Partners, LLCWinter Park$377.8 million5703Not listed(407) 478-6314adviserinfo.sec.gov
PinvestCoral Gables$377.5 million64Not listed786 244-7346 786 458-8491pinvestcapital.comadviserinfo.sec.gov
St. Johns Investment Management Company, LLCJacksonville$374.8 million6036Not listed(904) 379-7903sjim.comadviserinfo.sec.gov
Cibest Capital Advisory Services LLCMiami$374.8 million4627Not listed(786) 551-9122cibestcapital.comadviserinfo.sec.gov
Aventura Private Wealth, LLCAventura$374.8 million51654(305) 845-1937aventuraprivatewealth.comadviserinfo.sec.gov
Comprehensive Wealth Solutions, LLCBoca Raton$374.3 million2963Not listed(877) 294-4979cwsglobal.comadviserinfo.sec.gov
Aragon Global Management, LPMiami$369 million231(312) 763-8501adviserinfo.sec.gov
Aft, Forsyth & Sober, LLCValrico$368.5 million262Not listed(813) 684-9218adviserinfo.sec.gov
Highland Investment Advisors LLCPonte Vedra$368.3 million1,41212Not listed(414) 755-2309highlandinvestmentadvisors.comadviserinfo.sec.gov
Invenio Wealth Partners, LLCCoral Gables$364 million3325Not listed(971) 371-3450adviserinfo.sec.gov
C Cubed Capital Partners, LLCBoca Raton$362.7 million382(561) 576-9145ccubedcapitalpartners.comadviserinfo.sec.gov
RTC PartnersMiami$362.4 million434(305) 527-9320adviserinfo.sec.gov
Mra Advisory GroupSarasota$361.3 million1,99313Not listed(844) 672-7623adviserinfo.sec.gov
MFP Financial Services, LLCSafety Harbor$361 million1,4985Not listed(727) 443-3300adviserinfo.sec.gov
Acp Capital Management, LLCMiami$360.3 million125177(305) 670-4180acp-group.comadviserinfo.sec.gov
Lynk Capital Management Company, LLCJacksonville$359.6 million561(844) 489-8454lynkcapital.comadviserinfo.sec.gov
Novak & Powell Financial Services, Inc.St. Petersburg$359.5 million9457Not listed(727) 451-3440carrteam.comadviserinfo.sec.gov
Aurora Investment Managers, LLCNaples$358.7 million4584Not listed(617) 390-8001auroraim.comadviserinfo.sec.gov
Lifespan Financial Strategies, Inc.Weston$357.4 million1,2095Not listed(954) 385-7812lifespanfinancialstrategies.comadviserinfo.sec.gov
Saltmarsh Financial Advisors, LLCPensacola$356.5 million5276Not listed(850) 435-8300adviserinfo.sec.gov
Life Planning Partners, Inc.Jacksonville$354 million5828Not listed(904) 448-5158lifeplanningpartners.comadviserinfo.sec.gov
Targeted Financial Services, LLCSeminole$353.4 million7885Not listed(732) 750-9880targetedfinancial.comadviserinfo.sec.gov
Catenary Alternatives Asset Management, LLCMiami$353.3 million451(929) 647-0419catenaryalts.comadviserinfo.sec.gov
Avory & Co.Miami$353.2 million1253Not listed(305) 306-9494avory.xyzadviserinfo.sec.gov
Forman Capital, LLCDelray Beach$350.5 million141414(561) 588-0132formancap.comadviserinfo.sec.gov
Aragon Capital LLCFort Lauderdale$349.3 million1,20910Not listed(786) 529-6540aragoncapital.comadviserinfo.sec.gov
Willis Asset Finance Management LLCCoconut Creek$349 million5175(561) 349-9989adviserinfo.sec.gov
Opal Capital LLCBoca Raton$348.3 million611Not listed(917) 716-6257adviserinfo.sec.gov
Isq Openinfra Registered Advisor LLCMiami$348.1 million43313(786) 693-5781adviserinfo.sec.gov
Heritage Oak Wealth AdvisorsSanta Rosa Beach$347.4 million693114(479) 230-3113adviserinfo.sec.gov
Brightline Capital Management, LLCMiami$346.4 million282(305) 423-0834brightlinecapital.comadviserinfo.sec.gov
Great Elm Capital Management, LLCPalm Beach Gardens$346.1 million3211(561) 214-7901greatelmcc.comadviserinfo.sec.gov
Ipcp Management, LLCBoca Raton$345.6 million7127(561) 300-3456adviserinfo.sec.gov
Borderless Management LLCClermont$345.4 million20248(650) 412-9447borderlesscapital.ioadviserinfo.sec.gov
Black Toro LLCMiami$345.1 million65151(786) 753-7009blacktoro.usadviserinfo.sec.gov
Teramo Advisors, LLCNaples$344.7 million25Not listed(239) 734-3625adviserinfo.sec.gov
Safe Harbor Capital PartnersCoconut Grove$343.8 million7237(786) 230-1609adviserinfo.sec.gov
Victrix Investment AdvisorsStuart$343.3 million1,6088Not listed(772) 320-9658adviserinfo.sec.gov
Dhody Investment GroupMiami Beach$341.4 million2442(305) 433-4250blueig.comadviserinfo.sec.gov
RM Private Wealth ManagementMiami$340.9 million1851Not listed(571) 332-7618rmpwealth.comadviserinfo.sec.gov
Premia Global Advisors, LLCCoral Gables$340.8 million483Not listed(786) 646-9140adviserinfo.sec.gov
Melodeon Capital Partners, LPMiami$340.6 million525(860) 799-7119melodeoncapital.comadviserinfo.sec.gov
Walser Wealth Management Company, a Limited Liability CompanyTampa$339.2 million4,64826Not listed(866) 929-3258adviserinfo.sec.gov
Flexis CapitalMiami$339.1 million535(212) 378-4000flexiscapital.comadviserinfo.sec.gov
Amerity Wealth Management, LLCLakeland$338.8 million1,08917Not listed(863) 683-1750ameritywm.comadviserinfo.sec.gov
Colony Capital Investment Advisors, LLCBoca Raton$336.2 million5864(561) 570-4644digitalbridge.comadviserinfo.sec.gov
Personal Financial Profiles IncCoral Springs$335.3 million3692Not listed(954) 755-8647pfprofiles.comadviserinfo.sec.gov
Eschaton Opportunities Fund Management LPMiami$333.9 million352(305) 925-0420eschatonfunds.comadviserinfo.sec.gov
Vesta Wealth Management, LLCMiami Beach$333.3 million2121Not listed(786) 579-2519vestawealth.comadviserinfo.sec.gov
Blackston Financial Advisory Group, LLCThe Villages$332.8 million1,83217Not listed(352) 633-9046blackstonfinancialgroup.comadviserinfo.sec.gov
Stonebridge Financial Planning Group, LLCOrlando$329.7 million7048Not listed(407) 695-7100adviserinfo.sec.gov
Power Financial Partners, LLCTampa$329.1 million4524Not listed(813) 212-2125powerfinancialpartners.comadviserinfo.sec.gov
MTC Wealth ManagementTampa$329 million216Not listed(888) 727-9191adviserinfo.sec.gov
Glide CapitalMiami$328.5 million272(305) 783-3316glideplatform.comadviserinfo.sec.gov
Oxford Wealth Group, LLCOrlando$327.9 million1,87714Not listed(407) 495-2004adviserinfo.sec.gov
Greenwood Family Advisors LLCMiami$327.1 million1203Not listed(305) 648-6405adviserinfo.sec.gov
Pl Capital Advisors, LLCNaples$326.5 million787(239) 777-0187plcapitalllc.comadviserinfo.sec.gov
Base Wealth ManagementLakewood Ranch$326.3 million2,25415Not listed(941) 203-6040adviserinfo.sec.gov
Healthedge Investment PartnersTampa$325.8 million595(813) 490-7100adviserinfo.sec.gov
Osceola Capital ManagementTampa$322.3 million393(813) 792-6559osceola.comadviserinfo.sec.gov
Stewardship Advisory Group, LLCClermont$321.9 million53617Not listed(407) 470-1405stewardshipadvisory.comadviserinfo.sec.gov
Alhambra Investment Management LLCPalmetto Bay$320.2 million5335Not listed(305) 233-3772alhambrapartners.comadviserinfo.sec.gov
Remedium Capital PartnersWest Palm Beach$319 million11Not listed(305) 851-6223remediumcp.comadviserinfo.sec.gov
Caim LLCLongboat Key$318 million7544Not listed(941) 388-7249adviserinfo.sec.gov
Meira WealthCoral Gables$317.8 million7826Not listed(305) 670-4440meirawealth.comadviserinfo.sec.gov
Wealth Pro Advisors, Inc.Sarasota$317.5 million4076Not listed(941) 907-2203wpainc.bizadviserinfo.sec.gov
Camarda Wealth Advisory GroupFleming Island$315.4 million92817Not listed(904) 278-1177camardafa.comadviserinfo.sec.gov
Jaguar Growth Asset Management, LLCMiami$313.1 million474(646) 663-4950jaguargrowth.comadviserinfo.sec.gov
Hawkeye Capital Management, LLCMiami Beach$312.8 million441(212) 265-0565hawkeyecap.comadviserinfo.sec.gov
Sunrise Manager LLCWest Palm Beach$311.8 million128Not listed(561) 530-3315sunriserealtytrust.comadviserinfo.sec.gov
Level Ventures Management LLCSunny Isles Beach$310.9 million12711(646) 522-7183levelvc.comadviserinfo.sec.gov
Storr GroupWest Palm Beach$309.5 million484(737) 330-1980adviserinfo.sec.gov
Holland Advisory Services, Inc.Ormond Beach$307.7 million1,06017Not listed(386) 671-7526adviserinfo.sec.gov
Doma Perpetual Capital Management LLCMiami$307.6 million331(305) 549-5081domaperpetual.comadviserinfo.sec.gov
Spectra Investment Management, LLCStuart$306.8 million1333Not listed(772) 324-5640adviserinfo.sec.gov
Ekanta Wealth Advisors LLCCoconut Grove$306.7 million527Not listed(305) 882-9240adviserinfo.sec.gov
GFG SolutionsOrlando$306.6 million31511Not listed(407) 627-0091gfgsolutions.comadviserinfo.sec.gov
Brightwater Advisory, LLCTampa$303.8 million7185Not listed(813) 251-6310adviserinfo.sec.gov
Campbell Capital Management IncMiami$303.3 million2653Not listed(305) 670-3140camcap.comadviserinfo.sec.gov
Pl3 Capital LPSunny Isles Beach$300.7 million12Not listed(917) 484-0819adviserinfo.sec.gov
Lifeinvest Wealth Management, LTDMiami$300.5 million34311Not listed(786) 523-0500adviserinfo.sec.gov
Deepwork Capital, LLCOrlando$300.2 million988(407) 988-3014deepworkcapital.comadviserinfo.sec.gov
Azzendo Wealth AdvisorsCoral Gables$300.1 million6427Not listed(305) 648-9814adviserinfo.sec.gov
Kennon FinancialSarasota$300 million1,1413Not listed(941) 556-6307adviserinfo.sec.gov

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.