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
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Gfo Asset Management, LLC | Miami Beach | $856.1 million | 3 | 14 | 3 | (203) 550-4233 | adviserinfo.sec.gov | |
| Rossby Financial, LLC | Melbourne | $854.8 million | 3,910 | 7 | Not listed | (321) 209-0111 | adviserinfo.sec.gov | |
| Harbor Advisors | West Palm Beach | $851.7 million | 10 | 1 | Not listed | (561) 459-2946 | adviserinfo.sec.gov | |
| Rosemawr Management LLC | Miami Beach | $843.6 million | 13 | 23 | 8 | (212) 286-9474 | rosemawr.com | adviserinfo.sec.gov |
| Fai Capital Management | Tampa | $842.1 million | 12 | 5 | Not listed | (813) 874-6621 | adviserinfo.sec.gov | |
| Aua Private Equity Partners, LLC | West Palm Beach | $841.8 million | 13 | 11 | 13 | (561) 851-9500 | auaequity.com | adviserinfo.sec.gov |
| American Ventures IM LLC | Palm Beach Gardens | $838.7 million | 27 | 3 | 27 | (917) 608-7234 | adviserinfo.sec.gov | |
| Concise Capital Management, L.P. | Miami | $838.6 million | 8 | 12 | 1 | (305) 371-4578 | adviserinfo.sec.gov | |
| Global Financial Private Client | Sarasota | $828.3 million | 1,028 | 6 | Not listed | (941) 441-1624 | adviserinfo.sec.gov | |
| Walsh & Associates, LLC | Sarasota | $827.7 million | 2,571 | 15 | Not listed | (941) 952-1188 | adviserinfo.sec.gov | |
| Palatine Fund Advisors, LLC | Miami | $821.4 million | 4 | 21 | 4 | (305) 417-6254 | adviserinfo.sec.gov | |
| Segra Capital Management, LLC | Palm Beach | $820.7 million | 5 | 5 | 5 | (561) 890-9127 | adviserinfo.sec.gov | |
| Shoreline Equity Partners, LLC | Neptune Beach | $815.2 million | 5 | 23 | 3 | (904) 222-6540 | adviserinfo.sec.gov | |
| Andbanc Advisory LLC | Miami | $806.5 million | 472 | 13 | Not listed | (305) 702-0601 | adviserinfo.sec.gov | |
| Firestone Capital Management Inc | South Miami | $806.2 million | 1,298 | 7 | Not listed | (305) 669-2119 | adviserinfo.sec.gov | |
| Hoxton Wealth | Orlando | $803.5 million | 1,805 | 74 | Not listed | (407) 248-1211 | adviserinfo.sec.gov | |
| Psi Advisors, LLC | Tampa | $800.9 million | 3,237 | 22 | Not listed | (813) 444-0337 | ericeatonfinancial.com | adviserinfo.sec.gov |
| Fortress Wealth Planning | Jacksonville Beach | $793.9 million | 713 | 7 | Not listed | (904) 301-4545 | fortresswealthplanning.com | adviserinfo.sec.gov |
| XP Advisory US, Inc. | Miami | $792.3 million | 258 | 34 | Not listed | (786) 725-5983 | adviserinfo.sec.gov | |
| New Wave Loans Residential, LLC | North Miami Beach | $787.4 million | 4 | 16 | 1 | (305) 512-1124 | newwaveloans.com | adviserinfo.sec.gov |
| Augustine Asset Management Inc | Jacksonville | $783.3 million | 462 | 8 | Not listed | (904) 396-6944 | adviserinfo.sec.gov | |
| Amerant Investments, Inc. | Coral Gables | $782.4 million | 1,296 | 35 | Not listed | (305) 460-8599 | amerantinvestments.marstone.com | adviserinfo.sec.gov |
| Portfolio Medics, LLC | Bonita Springs | $780.5 million | 3,805 | 75 | Not listed | (239) 444-1766 | adviserinfo.sec.gov | |
| Artia Global Partners LP | Miami | $778.9 million | 3 | 5 | 1 | (305) 710-1384 | adviserinfo.sec.gov | |
| KLH Capital | Tampa | $773.9 million | 3 | 20 | 3 | (813) 222-0160 | adviserinfo.sec.gov | |
| Benchmark Financial Wealth Advisors LLC | Boca Raton | $766.1 million | 1,067 | 14 | Not listed | (561) 416-2992 | bfllc.com | adviserinfo.sec.gov |
| Orange Investment Advisors, LLC | Winter Park | $765 million | 3 | 4 | 1 | (407) 758-4082 | orangeia.com | adviserinfo.sec.gov |
| Fsa Investment Group, LLC | Pensacola | $761.8 million | 124 | 11 | 1 | (850) 696-1550 | fsa-ig.com | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | $759.3 million | 84 | 8 | 3 | (786) 425-1717 | adviserinfo.sec.gov | |
| Lighthouse Financial | Saint Petersburg | $755.6 million | 337 | 1 | Not listed | (727) 490-5797 | lighthousefinancial.info | adviserinfo.sec.gov |
| Gator Capital Management, LLC | Tampa | $751.1 million | 49 | 7 | 2 | (813) 282-7870 | gatorcapital.com | adviserinfo.sec.gov |
| QTR Family Wealth, LLC | Lake Mary | $749.3 million | 801 | 7 | Not listed | (407) 745-0715 | qtrfamily.com | adviserinfo.sec.gov |
| Fiduciary Family Office, LLC | Boca Raton | $747.7 million | 624 | 3 | Not listed | (561) 353-4440 | fiduciaryfo.com | adviserinfo.sec.gov |
| Dudley & Shanley, Inc. | Palm Beach | $746.8 million | 51 | 5 | 3 | (561) 855-4742 | dudleyshanley.com | adviserinfo.sec.gov |
| Tremblant Capital Group | West Palm Beach | $744.6 million | 9 | 19 | 2 | (212) 303-7373 | tremblantcapital.com | adviserinfo.sec.gov |
| Bayshore Wealth Advisors | Coral Gables | $740.1 million | 419 | 4 | Not listed | (786) 888-9400 | bayshorewealth.com | adviserinfo.sec.gov |
| Paradigm Investment Management | Miami | $725.2 million | 9 | 3 | Not listed | (786) 871-3411 | paradigmpcm.com | adviserinfo.sec.gov |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | $722.8 million | 3,687 | 42 | Not listed | (954) 533-7144 | askglobalwealth.com | adviserinfo.sec.gov |
| Materetsky Financial Group | Boynton Beach | $720.8 million | 2,309 | 9 | Not listed | (561) 735-9227 | adviserinfo.sec.gov | |
| Darwin Wealth Management | Tampa | $717.8 million | 5,725 | 10 | Not listed | (813) 579-4074 | adviserinfo.sec.gov | |
| Saaga | Miami | $717.5 million | 565 | 6 | Not listed | (786) 940-3505 | saagawealth.com | adviserinfo.sec.gov |
| G. a. Repple & Company | Casselberry | $716.3 million | 3,207 | 53 | Not listed | (407) 339-9090 | garepple.com | adviserinfo.sec.gov |
| Aston Capital Management | Coral Gables | $711.8 million | 184 | 3 | 5 | (305) 722-5989 | astoncapital.net | adviserinfo.sec.gov |
| Rogan & Associates | Safety Harbor | $709.6 million | 1,483 | 14 | Not listed | (727) 712-3400 | adviserinfo.sec.gov | |
| Bench Walk Advisors LLC | Boca Raton | $707.6 million | 90 | 15 | 81 | (561) 448-4441 | benchwalk.com | adviserinfo.sec.gov |
| Morangie Management LLC | Vero Beach | $706 million | 117 | 7 | 2 | (908) 285-6686 | morangiemanagement.com | adviserinfo.sec.gov |
| Core Wealth Advisors, Inc. | Lakeland | $702.1 million | 1,288 | 13 | Not listed | (863) 904-4745 | adviserinfo.sec.gov | |
| Lafise Global Advisors LLC | Miami | $699 million | 10 | 3 | Not listed | (305) 374-6001 | adviserinfo.sec.gov | |
| Maximai Investment Partners, LLC | Coral Gables | $695.8 million | 974 | 8 | Not listed | (786) 332-6050 | maximaipartners.com | adviserinfo.sec.gov |
| Icv Partners, LLC | Miami | $694.1 million | 4 | 13 | 4 | (212) 455-9600 | icvpartners.com | adviserinfo.sec.gov |
| Brainvest Wealth Management LLC | Miami | $690.9 million | 175 | 8 | 1 | (305) 224-8834 | brainvest.com | adviserinfo.sec.gov |
| Alti Wealth Management (US International), Inc. | Coral Gables | $690.9 million | 37 | 10 | Not listed | (305) 373-8033 | alti-global.com | adviserinfo.sec.gov |
| Synergy Investment Management LLC | Altamonte Springs | $681.5 million | 2,500 | 22 | Not listed | (321) 203-4458 | synergywealthalliance.com | adviserinfo.sec.gov |
| Encore Housing Opportunity Fund Investment Manager, LLC | Boca Raton | $679.5 million | 12 | 47 | 5 | (561) 961-1000 | encorecm.com | adviserinfo.sec.gov |
| Hudson Value Partners, LLC | Palm Beach | $678.3 million | 547 | 4 | 1 | (646) 343-9772 | adviserinfo.sec.gov | |
| Summit Wealth Partners, LLC | Orlando | $675.7 million | 2,040 | 21 | Not listed | (407) 656-2252 | adviserinfo.sec.gov | |
| Advantage Wealth Partners | Fort Myers | $675.5 million | 1,804 | 10 | Not listed | (239) 561-1155 | advantagewealthpartners.com | adviserinfo.sec.gov |
| Truvestments Capital LLC | Sarasota | $660.8 million | 2,541 | 17 | 1 | (855) 955-1982 | adviserinfo.sec.gov | |
| Highpost Capital, LLC | West Palm Beach | $657.2 million | 26 | 14 | 18 | (212) 634-3305 | highpost.com | adviserinfo.sec.gov |
| Polar Capital (America) Corporation | Tampa | $656.1 million | 5 | 12 | 1 | 011442072272700 | polarcapital.co.uk | adviserinfo.sec.gov |
| Collaborative Wealth | Lake Mary | $653.3 million | 1,948 | 13 | Not listed | (407) 792-3336 | adviserinfo.sec.gov | |
| Dale K. Ehrhart, Inc. | Venice | $648.8 million | 309 | 6 | Not listed | (941) 485-8220 | dkeinc.com | adviserinfo.sec.gov |
| Powell Investment Advisors, LLC | Miami | $648 million | 354 | 2 | 1 | (786) 470-3480 | powellinvestmentadvisors.com | adviserinfo.sec.gov |
| Proaltus USA | Miami | $645.7 million | 94 | 14 | 12 | (857) 334-1921 | proaltus.us | adviserinfo.sec.gov |
| Abacus FCF Advisors LLC | Orlando | $641.4 million | 6 | 5 | Not listed | (212) 217-2597 | adviserinfo.sec.gov | |
| Eve Partners | Ponte Vedra Beach | $641.3 million | 6 | 14 | 6 | (904) 875-5375 | evepartners.com | adviserinfo.sec.gov |
| Vizcaya Capital, LLC | Miami | $631.4 million | 346 | 9 | 1 | (305) 602-5725 | vizcayacapital.com | adviserinfo.sec.gov |
| Centrica Wealth Management | Miami | $627.4 million | 45 | 3 | Not listed | (305) 686-7910 | centricafg.com | adviserinfo.sec.gov |
| B&C Financial Advisors | Ponte Vedra Beach | $626 million | 1,331 | 12 | Not listed | (904) 273-9850 | butenskycohen.com | adviserinfo.sec.gov |
| Industrial Development Funding LLC | Miami Beach | $624 million | 7 | 5 | 2 | (917) 658-7661 | adviserinfo.sec.gov | |
| Blue Ocean Capital | West Palm Beach | $619.2 million | 491 | 11 | Not listed | (561) 659-3301 | adviserinfo.sec.gov | |
| Tactive Advisors, LLC | Sarasota | $619 million | 3,434 | 15 | Not listed | (855) 282-2848 | jaaxfinancial.com | adviserinfo.sec.gov |
| H.I.G. Whitehorse Advisers, LLC | Miami | $615.1 million | 1 | 82 | Not listed | (305) 379-2322 | whitehorse.com | adviserinfo.sec.gov |
| Zega Investments, LLC | Palm Beach Gardens | $614 million | 1,315 | 10 | Not listed | (800) 380-9342 | luckinbillfinancial.com | adviserinfo.sec.gov |
| Rose Capital Advisors, LLC | Miami Beach | $608.3 million | 917 | 14 | 1 | (305) 534-7673 | adviserinfo.sec.gov | |
| Inlet Private Wealth, LLC | Jupiter | $608.1 million | 184 | 5 | Not listed | (561) 781-0400 | inletprivatewealth.com | adviserinfo.sec.gov |
| Destiny Family Office | Tavares | $605.1 million | 294 | 7 | Not listed | (844) 357-1120 | destinyfamilyoffice.com | adviserinfo.sec.gov |
| Deuterium Capital Management, LLC | Clearwater | $603.7 million | 6 | 8 | 2 | (727) 204-7570 | deuterium.us | adviserinfo.sec.gov |
| Gda Luma Capital Management, LP | Miami | $592.4 million | 3 | 14 | 1 | (917) 312-6701 | gdaluma.com | adviserinfo.sec.gov |
| Florida Atlantic Securities Corp. | Miami | $590 million | 74 | 4 | 1 | (305) 670-9250 | floridaatlantic.net | adviserinfo.sec.gov |
| Vine Investment Advisors, LP | Palm Beach Gardens | $583.5 million | 8 | 1 | 8 | (917) 512-7051 | adviserinfo.sec.gov | |
| 55 North Private Wealth | Winter Park | $581.3 million | 697 | 8 | Not listed | (407) 960-4769 | 55northprivatewealth.com | adviserinfo.sec.gov |
| Harvey Capital Management Inc | Palm Beach | $579.4 million | 172 | 5 | Not listed | (561) 804-9181 | harveycapital.com | adviserinfo.sec.gov |
| Bh3 Fund Advisors, LLC | Fort Lauderdale | $578.1 million | 10 | 29 | 8 | (954) 541-7446 | adviserinfo.sec.gov | |
| Silverview Credit Partners LP | Tampa | $577.3 million | 16 | 14 | 3 | (646) 205-6225 | silverview.com | adviserinfo.sec.gov |
| Rezny Wealth Management, Inc. | Fort Myers | $576 million | 275 | 7 | Not listed | (800) 618-8577 | reznywealth.com | adviserinfo.sec.gov |
| Southocean Capital Partners, LLC | Ft. Lauderdale | $575.3 million | 17 | 8 | 17 | (954) 331-0109 | adviserinfo.sec.gov | |
| Sanchez Wealth Management Group, LLC | Jacksonville | $571.2 million | 1,502 | 3 | Not listed | (904) 281-9261 | sanchezwealth.com | adviserinfo.sec.gov |
| Tyro Capital Management, LLC | Miami | $570.9 million | 2 | 6 | 2 | (330) 307-6147 | adviserinfo.sec.gov | |
| Inca Investments, LLC | Miami | $569.6 million | 3 | 9 | 1 | (305) 722-4300 | incainvestments.com | adviserinfo.sec.gov |
| Driftwood Advisors, LLC | Coral Gables | $568.8 million | 3 | 52 | 3 | (305) 500-9998 | driftwoodadvisors.us | adviserinfo.sec.gov |
| Inveris US LLC | Coral Gables | $568.4 million | 369 | 6 | Not listed | (305) 448-0014 | adviserinfo.sec.gov | |
| Fiori Financial Group | Fort Lauderdale | $567.4 million | 675 | 8 | Not listed | (954) 763-2600 | adviserinfo.sec.gov | |
| White Wolf Capital Advisors, LLC | Miami | $566.8 million | 36 | 19 | 34 | (305) 605-8888 | adviserinfo.sec.gov | |
| Atticus Wealth Management | Palm Beach Gardens | $565.3 million | 1,105 | 8 | Not listed | (561) 425-9500 | atticuswm.com | adviserinfo.sec.gov |
| Downtown Wealth Studios, LLC | Miami | $563.5 million | 135 | 5 | Not listed | (888) 240-2737 | adviserinfo.sec.gov | |
| Dara Capital US, Inc. | Miami | $563.1 million | 58 | 3 | Not listed | (646) 779-9760 | adviserinfo.sec.gov | |
| Paulson Wealth Management Inc. | West Palm Beach | $558.9 million | 1,493 | 11 | Not listed | (407) 957-0074 | adviserinfo.sec.gov | |
| F&V Capital Management, L.L.C. | Boca Raton | $557.8 million | 237 | 7 | Not listed | (561) 208-1081 | adviserinfo.sec.gov | |
| Financial Harvest Wealth Advisors | Winter Park | $557.4 million | 1,397 | 9 | Not listed | (407) 937-0707 | adviserinfo.sec.gov | |
| Global Assets Advisory, LLC | Orlando | $551.7 million | 2,588 | 29 | Not listed | (407) 254-1500 | iaac.com | adviserinfo.sec.gov |
| Trillium Wealth LLC | Winter Park | $544.6 million | 1,708 | 13 | Not listed | (321) 295-8492 | trillium-wealth.com | adviserinfo.sec.gov |
| Compound Family Offices, LLC | Sarasota | $540.8 million | 324 | 6 | Not listed | (941) 556-9294 | compoundfamilyoffices.com | adviserinfo.sec.gov |
| Consilium Investment Management LLC | Fort Lauderdale | $540.6 million | 5 | 17 | 2 | (954) 315-9380 | adviserinfo.sec.gov | |
| Affiliated Private Investors LLC | West Palm Beach | $533.7 million | 54 | 6 | 5 | (561) 318-8710 | adviserinfo.sec.gov | |
| Jacksonville Wealth Management | Jacksonville | $533.5 million | 2,095 | 13 | Not listed | (904) 923-7526 | jaxwealth.com | adviserinfo.sec.gov |
| Ceeto Capital Group, LLC | Coral Gables | $531.4 million | 46 | 4 | Not listed | (786) 477-6445 | adviserinfo.sec.gov | |
| Securitize Capital LLC | Miami | $530.2 million | 7 | 2 | 7 | (415) 745-3030 | securitize.io | adviserinfo.sec.gov |
| Noble Family Wealth | Clearwater | $527.5 million | 488 | 9 | Not listed | (727) 674-1462 | noblefamilywealth.com | adviserinfo.sec.gov |
| Compass Financial Advisory Services, LLC | Ormond Beach | $527.2 million | 1,031 | 11 | Not listed | (386) 673-5191 | adviserinfo.sec.gov | |
| Compass Group Investments Solutions LLC | Miami | $526.8 million | 148 | 17 | Not listed | (305) 358-7052 | cgcompass.com | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | $523.6 million | 447 | 5 | Not listed | (561) 494-8001 | adviserinfo.sec.gov | |
| Disciplined Equity Management, Inc. | Neptune Beach | $521 million | 819 | 4 | Not listed | (904) 222-0280 | demgt.com | adviserinfo.sec.gov |
| Bicycle Capital | Coconut Grove | $518.5 million | 1 | 10 | 1 | (917) 902-2910 | bicycle.capital | adviserinfo.sec.gov |
| Altium Investment Strategies LLC | Wesley Chapel | $517.7 million | 2 | 8 | Not listed | (813) 215-7783 | adviserinfo.sec.gov | |
| Uhler Vertich White Advisors | Fort Myers | $513.7 million | 1,002 | 11 | Not listed | (239) 936-6300 | uvwadvisors.com | adviserinfo.sec.gov |
| Pharvision Advisers, LLC | Boca Raton | $513.2 million | 6 | 2 | 1 | (561) 614-6014 | pharvision.ai | adviserinfo.sec.gov |
| Client 1st Advisory Group | Dunedin | $511.5 million | 924 | 8 | Not listed | (727) 450-2301 | adviserinfo.sec.gov | |
| Instrumental Wealth, LLC | Tampa | $508 million | 2,128 | 12 | Not listed | (813) 578-7001 | adviserinfo.sec.gov | |
| Kaufman Rossin Wealth, LLC | Miami | $506.7 million | 520 | 11 | Not listed | (305) 646-6071 | kaufmanrossinwealth.com | adviserinfo.sec.gov |
| Creand Management | Miami | $506.6 million | 134 | 16 | Not listed | (305) 358-8844 | creand.us | adviserinfo.sec.gov |
| Punch Card Management | Winter Park | $505.4 million | 1 | 4 | 1 | (407) 367-4347 | punchcardcapital.com | adviserinfo.sec.gov |
| LRZ Capital LLC | Miami | $500.8 million | 4 | 5 | 3 | (305) 615-0215 | lrzcapital.com | adviserinfo.sec.gov |
| Xcel Wealth Management, LLC | Holly Hill | $497.9 million | 844 | 4 | Not listed | (386) 872-3440 | adviserinfo.sec.gov | |
| White Oaks Investment Management, Inc | Sarasota | $496.1 million | 11 | 2 | 17 | (941) 361-9000 | adviserinfo.sec.gov | |
| Klosters Capital | Miami | $495.6 million | 81 | 7 | Not listed | (305) 907-3421 | adviserinfo.sec.gov | |
| The Life Wealth Group | Winter Garden | $490.6 million | 1,531 | 22 | Not listed | (407) 299-4129 | adviserinfo.sec.gov | |
| Tim Looney Investments, LLC | Longwood | $490.3 million | 1,255 | 4 | Not listed | (407) 331-6961 | timlooney.com | adviserinfo.sec.gov |
| Daher Capital Group, LLC | Jupiter | $490 million | 23 | 1 | Not listed | (561) 422-0160 | adviserinfo.sec.gov | |
| Marquis Wealth Management Group | Fort Myers | $489.2 million | 955 | 9 | Not listed | (239) 454-1117 | marquiswealthgroup.com | adviserinfo.sec.gov |
| The Ambrus Group LLC | Tampa | $485.1 million | 6 | 5 | 3 | (917) 270-6563 | ambrusgroup.com | adviserinfo.sec.gov |
| Exodus Wealth, LLC | Fort Lauderdale | $483.6 million | 3,055 | 53 | Not listed | (925) 791-4444 | thinkfloresfinancial.com | adviserinfo.sec.gov |
| Global Kandor Advisors, LLC | Miami | $483.3 million | 255 | 13 | Not listed | (786) 558-0391 | globalkandor.com | adviserinfo.sec.gov |
| Thurston Advisors | Vero Beach | $480.9 million | 9 | 9 | 9 | (312) 255-0077 | thurstongroup.com | adviserinfo.sec.gov |
| Orange Avenue Advisors LLC | Orlando | $480.7 million | 1 | 2 | Not listed | (407) 280-5857 | adviserinfo.sec.gov | |
| Priority Senior Secured Income Management, LLC | West Palm Beach | $479.1 million | 1 | 661 | Not listed | (561) 285-4044 | adviserinfo.sec.gov | |
| Xendia Wealth LLC | Miami | $475.3 million | 4,810 | 5 | Not listed | (305) 415-0060 | monexinvestor.com | adviserinfo.sec.gov |
| Allgen Financial Advisors, Inc. | Orlando | $475.2 million | 2,557 | 18 | Not listed | (407) 210-3888 | allgenfinancial.com | adviserinfo.sec.gov |
| Horiko Capital Management LLC | Miami | $475.1 million | 6 | 6 | 2 | (201) 523-4150 | horikocapital.com | adviserinfo.sec.gov |
| Noctua International WMG, LLC | Miami | $474.5 million | 165 | 7 | Not listed | (786) 220-0330 | noctuapartners.com | adviserinfo.sec.gov |
| Brightside Capital Partners LLC | Lantana | $472.8 million | 1 | 12 | Not listed | (410) 245-1689 | adviserinfo.sec.gov | |
| Octogone NA | Miami | $469.7 million | 97 | 6 | 6 | (305) 677-9559 | octogone.ch | adviserinfo.sec.gov |
| Capco Asset Management, LLC | Tampa | $468.6 million | 139 | 5 | 1 | (813) 805-0777 | capcovalue.com | adviserinfo.sec.gov |
| Mangrove Equity Partners | Tampa | $468.1 million | 7 | 14 | 7 | (813) 868-4500 | adviserinfo.sec.gov | |
| Moseley Investment Management, Inc. | Bradention | $456.8 million | 935 | 7 | Not listed | (941) 745-2799 | moseleyinvestment.com | adviserinfo.sec.gov |
| Wealth Advisors of Tampa Bay | Tampa | $456.8 million | 401 | 8 | Not listed | (813) 642-7730 | adviserinfo.sec.gov | |
| Florida Financial Advisors, LLC | Tampa | $456.1 million | 4,295 | 667 | Not listed | (813) 333-1683 | adviserinfo.sec.gov | |
| Whitestar Advisors, LLC | Boca Raton | $454.5 million | 27 | 8 | Not listed | (561) 999-9949 | whitestarllc.com | adviserinfo.sec.gov |
| New Water Capital, L.P. | Boca Raton | $454.4 million | 6 | 12 | 6 | (561) 235-7310 | newwatercap.com | adviserinfo.sec.gov |
| Imz Advisory Inc. | Boca Raton | $452.7 million | 502 | 4 | Not listed | (561) 368-2336 | imzfinancialservices.com | adviserinfo.sec.gov |
| Global Trust | Palm Beach Gardens | $450.2 million | 799 | 12 | Not listed | (561) 472-0191 | gbltrust.com | adviserinfo.sec.gov |
| Kerrisdale Capital Management, LLC | Miami Beach | $447.8 million | 6 | 4 | 2 | (212) 792-7999 | adviserinfo.sec.gov | |
| Ikalon Advisors LLC | Miami | $442.1 million | 2 | 2 | Not listed | (786) 702-0078 | adviserinfo.sec.gov | |
| Meridiana | Coral Gables | $441.9 million | 152 | 5 | Not listed | (305) 448-0014 | meridiana-mfo.com | adviserinfo.sec.gov |
| Ardan Equity Partners, LLC | West Palm Beach | $441.4 million | 11 | 6 | 11 | (917) 304-7294 | adviserinfo.sec.gov | |
| Fortress Wealth Group | Winter Park | $439.1 million | 1,102 | 14 | Not listed | (407) 999-8998 | adviserinfo.sec.gov | |
| Gables Capital Management, Inc. | Miami | $438.8 million | 359 | 8 | 1 | (305) 374-9121 | gablescapital.com | adviserinfo.sec.gov |
| Cayside Partners | Jupiter | $438 million | 145 | 4 | 1 | (561) 768-9621 | adviserinfo.sec.gov | |
| Fogel Capital Management Inc | Stuart | $436.7 million | 529 | 11 | Not listed | (772) 223-9686 | fogelcapital.com | adviserinfo.sec.gov |
| L1 Capital Global Inc. | Miami Beach | $433.6 million | 2 | 3 | 1 | +61 3 9286 7015 | l1capitalglobal.com | adviserinfo.sec.gov |
| Greenbridge Partners LLC | Lakeland | $433.1 million | 733 | 1 | Not listed | (863) 688-5938 | adviserinfo.sec.gov | |
| Castle Wealth Management | Boynton Beach | $430.1 million | 917 | 8 | Not listed | (561) 686-9604 | adviserinfo.sec.gov | |
| Compass Financial Group, Inc. | Deerfield Beach | $429.7 million | 431 | 6 | Not listed | (954) 481-2607 | compassfinancialgroup.com | adviserinfo.sec.gov |
| Haven Private | Orlando | $428.1 million | 684 | 6 | Not listed | (321) 329-8674 | havenprivate.com | adviserinfo.sec.gov |
| Perigee Capital, LP | Sarasota | $425.7 million | 119 | 1 | 118 | (941) 955-0929 | perigeegroup.com | adviserinfo.sec.gov |
| Dynamic Core Capital Partners | Jacksonville Beach | $425.2 million | 24 | 17 | 6 | (904) 799-1984 | dynamiccorecapital.com | adviserinfo.sec.gov |
| Forza Wealth Management | Sarasota | $422.4 million | 356 | 4 | Not listed | (941) 203-3748 | forzawealth.com | adviserinfo.sec.gov |
| Hollander Asset Management LLC | Miami | $419.7 million | 52 | 2 | 2 | (305) 579-9255 | adviserinfo.sec.gov | |
| Directed Capital Advisors | St. Petersburg | $419.6 million | 3 | 35 | 2 | (727) 341-8380 | directedcapital.com | adviserinfo.sec.gov |
| Miller Value Partners, LLC | Sarasota | $418.2 million | 21 | 5 | Not listed | (410) 454-3130 | adviserinfo.sec.gov | |
| Quantum Private Wealth, LLC | Tampa | $418 million | 372 | 5 | Not listed | (847) 474-1400 | quantumprivatewealth.com | adviserinfo.sec.gov |
| Coquina Private Wealth Advisors | Port Charlotte | $417.6 million | 1,519 | 12 | Not listed | (941) 206-5120 | coquinaprivatewealth.com | adviserinfo.sec.gov |
| Seven Mile Advisory LLC | Tallahassee | $416.8 million | 320 | 4 | Not listed | (212) 365-5562 | adviserinfo.sec.gov | |
| Strategic Asset Management Group Advisors | Pompano Beach | $416.5 million | 404 | 5 | Not listed | (954) 473-1110 | 1samgroup.com | adviserinfo.sec.gov |
| Broadcrest Asset Management, LLC | Winter Park | $415.5 million | 5 | 10 | 5 | (407) 754-0026 | adviserinfo.sec.gov | |
| Clearwell Group | Tampa | $413.5 million | 57 | 9 | 23 | (813) 435-5600 | clearwellgroup.com | adviserinfo.sec.gov |
| Northbridge Financial Group, LLC | Tampa | $413.1 million | 1,354 | 11 | Not listed | (813) 877-8000 | adviserinfo.sec.gov | |
| Code Waechter LLC | Tampa | $409 million | 1,168 | 9 | Not listed | (813) 287-8775 | adviserinfo.sec.gov | |
| Clarity Capital Advisors, LLC | Lakewood Ranch | $406.3 million | 274 | 2 | Not listed | (800) 345-4635 | claritycapitaladvisors.com | adviserinfo.sec.gov |
| Guerra Wealth Advisors | Miami | $406.2 million | 3,007 | 12 | Not listed | (305) 448-1011 | guerrawealth.com | adviserinfo.sec.gov |
| Lotus | Orlando | $405 million | 3 | 30 | 1 | (628) 212-8533 | lotusmgmt.co | adviserinfo.sec.gov |
| QP Wealth Management, LLC | Boca Raton | $405 million | 715 | 7 | Not listed | (732) 526-2701 | qpwealthmanagement.com | adviserinfo.sec.gov |
| Core Wealth Management, Inc. | Jupiter | $404.7 million | 999 | 4 | Not listed | (561) 491-0231 | core-wm.com | adviserinfo.sec.gov |
| Kanen Wealth Management LLC | Coconut Creek | $404.6 million | 455 | 5 | 3 | (631) 863-3100 | kanenadvisory.com | adviserinfo.sec.gov |
| Bci Securities, Inc. | Miami | $402.2 million | 448 | 74 | Not listed | (305) 929-5500 | bcisecurities.com | adviserinfo.sec.gov |
| Proathlete Wealth Management LLC | Boca Raton | $402.2 million | 205 | 5 | Not listed | (561) 988-5540 | pawm.com | adviserinfo.sec.gov |
| Ratan Capital Management, LP | Miami | $401.9 million | 4 | 2 | 2 | (917) 697-3008 | adviserinfo.sec.gov | |
| Palm Peak Capital, LLC | Boca Raton | $400.8 million | 3 | 9 | 3 | (561) 941-6355 | adviserinfo.sec.gov | |
| Keyes, Stange & Wooten Wealth Management, LLC | Daytona Beach | $400.1 million | 1,049 | 9 | Not listed | (386) 253-1980 | kswwealthmanagement.com | adviserinfo.sec.gov |
| Sara-Bay Financial Corp. | Sarasota | $396.8 million | 924 | 5 | Not listed | (941) 371-8027 | sara-bay.com | adviserinfo.sec.gov |
| Kirtland Financial Management, Inc. | Coral Gables | $396.1 million | 620 | 3 | Not listed | (305) 648-0006 | kirtlandfinancial.com | adviserinfo.sec.gov |
| Poinciana Advisors Group, LLC | Palm Beach Gardens | $396 million | 309 | 2 | Not listed | (561) 296-0100 | poincianagroup.com | adviserinfo.sec.gov |
| Galapagos Advisory LLC | Miami | $395.7 million | 210 | 8 | Not listed | (305) 515-5878 | galapagoscapital.us | adviserinfo.sec.gov |
| Gravitalix Financial | Coral Springs | $395.2 million | 19,218 | 2 | Not listed | (646) 732-0299 | adviserinfo.sec.gov | |
| Familywealth | Lake Mary | $394.6 million | 687 | 13 | Not listed | (866) 746-3743 | adviserinfo.sec.gov | |
| Arsenal Venture Partners | Winter Park | $393.8 million | 12 | 4 | 12 | (407) 838-1400 | arsenalgrowth.com | adviserinfo.sec.gov |
| Vision One Management Partners, LP | Miami | $393.8 million | 7 | 7 | 2 | (786) 826-9138 | adviserinfo.sec.gov | |
| Apex Investments Management US, LLC | Coconut Grove | $392.5 million | 1 | 6 | 1 | (305) 222-7246 | apexcapitalpe.com | adviserinfo.sec.gov |
| Schorn Wealth | Englewood | $392.4 million | 1,409 | 9 | Not listed | (610) 399-1500 | schorn.net | adviserinfo.sec.gov |
| Miura Investment Advisors, Inc | Miami | $391.8 million | 191 | 6 | Not listed | (305) 379-3602 | adviserinfo.sec.gov | |
| Barramundi Advisors LLC | Boca Raton | $390.4 million | 46 | 7 | 46 | (561) 462-1200 | adviserinfo.sec.gov | |
| In on Capital | Miami | $389.4 million | 40 | 16 | Not listed | (305) 721-2811 | inoncapitaladvisors.com | adviserinfo.sec.gov |
| Solomon Api LLC | Rockledge | $389 million | 2,204 | 3 | Not listed | (321) 888-2599 | adviserinfo.sec.gov | |
| Monorail Securities LLC | Sarasota | $388.7 million | 2,403 | 7 | Not listed | (941) 925-2121 | monorail.com | adviserinfo.sec.gov |
| HD Money, Inc. | Sarasota | $386.1 million | 998 | 12 | Not listed | (941) 925-2121 | hdmoneyinc.com | adviserinfo.sec.gov |
| Alternative Investment Advisors, LLC | Maitland | $385.9 million | 2,817 | 15 | Not listed | (407) 261-4242 | ffs1.com | adviserinfo.sec.gov |
| Ranch Capital Advisors Inc. | Sarasota | $385.5 million | 1,147 | 7 | Not listed | (941) 462-2666 | ranchcap.com | adviserinfo.sec.gov |
| Weathervane Asset Management LLC | Fort Lauderdale | $384.1 million | 70 | 4 | 65 | (516) 305-9438 | adviserinfo.sec.gov | |
| Keating Investment Counselors Inc | Delray Beach | $383.1 million | 366 | 3 | Not listed | (561) 278-7862 | keatinginvestment.com | adviserinfo.sec.gov |
| One + One Wealth Management, LLC | Jupiter | $383 million | 793 | 5 | Not listed | (561) 972-4913 | oneplusonewealth.com | adviserinfo.sec.gov |
| Canopy 360 Wealth, LLC | Ocala | $382.8 million | 949 | 9 | Not listed | (352) 369-1120 | adviserinfo.sec.gov | |
| Clearshares LLC | Marco Island | $382.5 million | 3 | 3 | Not listed | (212) 292-0959 | clear-shares.com | adviserinfo.sec.gov |
| Myriad Asset Management Advisors LLC | West Palm Beach | $380.9 million | 1 | 5 | Not listed | (561) 823-0896 | myriadasset.com | adviserinfo.sec.gov |
| Scala Capital LLC | Miami | $380.5 million | 390 | 12 | 13 | (305) 539-3850 | scala-capital.com | adviserinfo.sec.gov |
| Agnello Financial Group, Inc. | West Palm Beach | $378.6 million | 465 | 4 | Not listed | (561) 833-7080 | agnello.com | adviserinfo.sec.gov |
| Boca Wealth Advisors | Boca Raton | $378.6 million | 514 | 2 | Not listed | (561) 391-4477 | adviserinfo.sec.gov | |
| Financial Advisory Partners, LLC | Winter Park | $377.8 million | 570 | 3 | Not listed | (407) 478-6314 | adviserinfo.sec.gov | |
| Pinvest | Coral Gables | $377.5 million | 6 | 4 | Not listed | 786 244-7346 786 458-8491 | pinvestcapital.com | adviserinfo.sec.gov |
| St. Johns Investment Management Company, LLC | Jacksonville | $374.8 million | 603 | 6 | Not listed | (904) 379-7903 | sjim.com | adviserinfo.sec.gov |
| Cibest Capital Advisory Services LLC | Miami | $374.8 million | 462 | 7 | Not listed | (786) 551-9122 | cibestcapital.com | adviserinfo.sec.gov |
| Aventura Private Wealth, LLC | Aventura | $374.8 million | 516 | 5 | 4 | (305) 845-1937 | aventuraprivatewealth.com | adviserinfo.sec.gov |
| Comprehensive Wealth Solutions, LLC | Boca Raton | $374.3 million | 296 | 3 | Not listed | (877) 294-4979 | cwsglobal.com | adviserinfo.sec.gov |
| Aragon Global Management, LP | Miami | $369 million | 2 | 3 | 1 | (312) 763-8501 | adviserinfo.sec.gov | |
| Aft, Forsyth & Sober, LLC | Valrico | $368.5 million | 26 | 2 | Not listed | (813) 684-9218 | adviserinfo.sec.gov | |
| Highland Investment Advisors LLC | Ponte Vedra | $368.3 million | 1,412 | 12 | Not listed | (414) 755-2309 | highlandinvestmentadvisors.com | adviserinfo.sec.gov |
| Invenio Wealth Partners, LLC | Coral Gables | $364 million | 332 | 5 | Not listed | (971) 371-3450 | adviserinfo.sec.gov | |
| C Cubed Capital Partners, LLC | Boca Raton | $362.7 million | 3 | 8 | 2 | (561) 576-9145 | ccubedcapitalpartners.com | adviserinfo.sec.gov |
| RTC Partners | Miami | $362.4 million | 4 | 3 | 4 | (305) 527-9320 | adviserinfo.sec.gov | |
| Mra Advisory Group | Sarasota | $361.3 million | 1,993 | 13 | Not listed | (844) 672-7623 | adviserinfo.sec.gov | |
| MFP Financial Services, LLC | Safety Harbor | $361 million | 1,498 | 5 | Not listed | (727) 443-3300 | adviserinfo.sec.gov | |
| Acp Capital Management, LLC | Miami | $360.3 million | 125 | 17 | 7 | (305) 670-4180 | acp-group.com | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | $359.6 million | 5 | 6 | 1 | (844) 489-8454 | lynkcapital.com | adviserinfo.sec.gov |
| Novak & Powell Financial Services, Inc. | St. Petersburg | $359.5 million | 945 | 7 | Not listed | (727) 451-3440 | carrteam.com | adviserinfo.sec.gov |
| Aurora Investment Managers, LLC | Naples | $358.7 million | 458 | 4 | Not listed | (617) 390-8001 | auroraim.com | adviserinfo.sec.gov |
| Lifespan Financial Strategies, Inc. | Weston | $357.4 million | 1,209 | 5 | Not listed | (954) 385-7812 | lifespanfinancialstrategies.com | adviserinfo.sec.gov |
| Saltmarsh Financial Advisors, LLC | Pensacola | $356.5 million | 527 | 6 | Not listed | (850) 435-8300 | adviserinfo.sec.gov | |
| Life Planning Partners, Inc. | Jacksonville | $354 million | 582 | 8 | Not listed | (904) 448-5158 | lifeplanningpartners.com | adviserinfo.sec.gov |
| Targeted Financial Services, LLC | Seminole | $353.4 million | 788 | 5 | Not listed | (732) 750-9880 | targetedfinancial.com | adviserinfo.sec.gov |
| Catenary Alternatives Asset Management, LLC | Miami | $353.3 million | 4 | 5 | 1 | (929) 647-0419 | catenaryalts.com | adviserinfo.sec.gov |
| Avory & Co. | Miami | $353.2 million | 125 | 3 | Not listed | (305) 306-9494 | avory.xyz | adviserinfo.sec.gov |
| Forman Capital, LLC | Delray Beach | $350.5 million | 14 | 14 | 14 | (561) 588-0132 | formancap.com | adviserinfo.sec.gov |
| Aragon Capital LLC | Fort Lauderdale | $349.3 million | 1,209 | 10 | Not listed | (786) 529-6540 | aragoncapital.com | adviserinfo.sec.gov |
| Willis Asset Finance Management LLC | Coconut Creek | $349 million | 5 | 17 | 5 | (561) 349-9989 | adviserinfo.sec.gov | |
| Opal Capital LLC | Boca Raton | $348.3 million | 6 | 11 | Not listed | (917) 716-6257 | adviserinfo.sec.gov | |
| Isq Openinfra Registered Advisor LLC | Miami | $348.1 million | 4 | 331 | 3 | (786) 693-5781 | adviserinfo.sec.gov | |
| Heritage Oak Wealth Advisors | Santa Rosa Beach | $347.4 million | 693 | 11 | 4 | (479) 230-3113 | adviserinfo.sec.gov | |
| Brightline Capital Management, LLC | Miami | $346.4 million | 2 | 8 | 2 | (305) 423-0834 | brightlinecapital.com | adviserinfo.sec.gov |
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 3 | 21 | 1 | (561) 214-7901 | greatelmcc.com | adviserinfo.sec.gov |
| Ipcp Management, LLC | Boca Raton | $345.6 million | 7 | 12 | 7 | (561) 300-3456 | adviserinfo.sec.gov | |
| Borderless Management LLC | Clermont | $345.4 million | 20 | 24 | 8 | (650) 412-9447 | borderlesscapital.io | adviserinfo.sec.gov |
| Black Toro LLC | Miami | $345.1 million | 65 | 15 | 1 | (786) 753-7009 | blacktoro.us | adviserinfo.sec.gov |
| Teramo Advisors, LLC | Naples | $344.7 million | 2 | 5 | Not listed | (239) 734-3625 | adviserinfo.sec.gov | |
| Safe Harbor Capital Partners | Coconut Grove | $343.8 million | 7 | 23 | 7 | (786) 230-1609 | adviserinfo.sec.gov | |
| Victrix Investment Advisors | Stuart | $343.3 million | 1,608 | 8 | Not listed | (772) 320-9658 | adviserinfo.sec.gov | |
| Dhody Investment Group | Miami Beach | $341.4 million | 24 | 4 | 2 | (305) 433-4250 | blueig.com | adviserinfo.sec.gov |
| RM Private Wealth Management | Miami | $340.9 million | 185 | 1 | Not listed | (571) 332-7618 | rmpwealth.com | adviserinfo.sec.gov |
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | 48 | 3 | Not listed | (786) 646-9140 | adviserinfo.sec.gov | |
| Melodeon Capital Partners, LP | Miami | $340.6 million | 5 | 2 | 5 | (860) 799-7119 | melodeoncapital.com | adviserinfo.sec.gov |
| Walser Wealth Management Company, a Limited Liability Company | Tampa | $339.2 million | 4,648 | 26 | Not listed | (866) 929-3258 | adviserinfo.sec.gov | |
| Flexis Capital | Miami | $339.1 million | 5 | 3 | 5 | (212) 378-4000 | flexiscapital.com | adviserinfo.sec.gov |
| Amerity Wealth Management, LLC | Lakeland | $338.8 million | 1,089 | 17 | Not listed | (863) 683-1750 | ameritywm.com | adviserinfo.sec.gov |
| Colony Capital Investment Advisors, LLC | Boca Raton | $336.2 million | 5 | 86 | 4 | (561) 570-4644 | digitalbridge.com | adviserinfo.sec.gov |
| Personal Financial Profiles Inc | Coral Springs | $335.3 million | 369 | 2 | Not listed | (954) 755-8647 | pfprofiles.com | adviserinfo.sec.gov |
| Eschaton Opportunities Fund Management LP | Miami | $333.9 million | 3 | 5 | 2 | (305) 925-0420 | eschatonfunds.com | adviserinfo.sec.gov |
| Vesta Wealth Management, LLC | Miami Beach | $333.3 million | 212 | 1 | Not listed | (786) 579-2519 | vestawealth.com | adviserinfo.sec.gov |
| Blackston Financial Advisory Group, LLC | The Villages | $332.8 million | 1,832 | 17 | Not listed | (352) 633-9046 | blackstonfinancialgroup.com | adviserinfo.sec.gov |
| Stonebridge Financial Planning Group, LLC | Orlando | $329.7 million | 704 | 8 | Not listed | (407) 695-7100 | adviserinfo.sec.gov | |
| Power Financial Partners, LLC | Tampa | $329.1 million | 452 | 4 | Not listed | (813) 212-2125 | powerfinancialpartners.com | adviserinfo.sec.gov |
| MTC Wealth Management | Tampa | $329 million | 2 | 16 | Not listed | (888) 727-9191 | adviserinfo.sec.gov | |
| Glide Capital | Miami | $328.5 million | 2 | 7 | 2 | (305) 783-3316 | glideplatform.com | adviserinfo.sec.gov |
| Oxford Wealth Group, LLC | Orlando | $327.9 million | 1,877 | 14 | Not listed | (407) 495-2004 | adviserinfo.sec.gov | |
| Greenwood Family Advisors LLC | Miami | $327.1 million | 120 | 3 | Not listed | (305) 648-6405 | adviserinfo.sec.gov | |
| Pl Capital Advisors, LLC | Naples | $326.5 million | 7 | 8 | 7 | (239) 777-0187 | plcapitalllc.com | adviserinfo.sec.gov |
| Base Wealth Management | Lakewood Ranch | $326.3 million | 2,254 | 15 | Not listed | (941) 203-6040 | adviserinfo.sec.gov | |
| Healthedge Investment Partners | Tampa | $325.8 million | 5 | 9 | 5 | (813) 490-7100 | adviserinfo.sec.gov | |
| Osceola Capital Management | Tampa | $322.3 million | 3 | 9 | 3 | (813) 792-6559 | osceola.com | adviserinfo.sec.gov |
| Stewardship Advisory Group, LLC | Clermont | $321.9 million | 536 | 17 | Not listed | (407) 470-1405 | stewardshipadvisory.com | adviserinfo.sec.gov |
| Alhambra Investment Management LLC | Palmetto Bay | $320.2 million | 533 | 5 | Not listed | (305) 233-3772 | alhambrapartners.com | adviserinfo.sec.gov |
| Remedium Capital Partners | West Palm Beach | $319 million | 1 | 1 | Not listed | (305) 851-6223 | remediumcp.com | adviserinfo.sec.gov |
| Caim LLC | Longboat Key | $318 million | 754 | 4 | Not listed | (941) 388-7249 | adviserinfo.sec.gov | |
| Meira Wealth | Coral Gables | $317.8 million | 782 | 6 | Not listed | (305) 670-4440 | meirawealth.com | adviserinfo.sec.gov |
| Wealth Pro Advisors, Inc. | Sarasota | $317.5 million | 407 | 6 | Not listed | (941) 907-2203 | wpainc.biz | adviserinfo.sec.gov |
| Camarda Wealth Advisory Group | Fleming Island | $315.4 million | 928 | 17 | Not listed | (904) 278-1177 | camardafa.com | adviserinfo.sec.gov |
| Jaguar Growth Asset Management, LLC | Miami | $313.1 million | 4 | 7 | 4 | (646) 663-4950 | jaguargrowth.com | adviserinfo.sec.gov |
| Hawkeye Capital Management, LLC | Miami Beach | $312.8 million | 4 | 4 | 1 | (212) 265-0565 | hawkeyecap.com | adviserinfo.sec.gov |
| Sunrise Manager LLC | West Palm Beach | $311.8 million | 1 | 28 | Not listed | (561) 530-3315 | sunriserealtytrust.com | adviserinfo.sec.gov |
| Level Ventures Management LLC | Sunny Isles Beach | $310.9 million | 12 | 7 | 11 | (646) 522-7183 | levelvc.com | adviserinfo.sec.gov |
| Storr Group | West Palm Beach | $309.5 million | 4 | 8 | 4 | (737) 330-1980 | adviserinfo.sec.gov | |
| Holland Advisory Services, Inc. | Ormond Beach | $307.7 million | 1,060 | 17 | Not listed | (386) 671-7526 | adviserinfo.sec.gov | |
| Doma Perpetual Capital Management LLC | Miami | $307.6 million | 3 | 3 | 1 | (305) 549-5081 | domaperpetual.com | adviserinfo.sec.gov |
| Spectra Investment Management, LLC | Stuart | $306.8 million | 133 | 3 | Not listed | (772) 324-5640 | adviserinfo.sec.gov | |
| Ekanta Wealth Advisors LLC | Coconut Grove | $306.7 million | 52 | 7 | Not listed | (305) 882-9240 | adviserinfo.sec.gov | |
| GFG Solutions | Orlando | $306.6 million | 315 | 11 | Not listed | (407) 627-0091 | gfgsolutions.com | adviserinfo.sec.gov |
| Brightwater Advisory, LLC | Tampa | $303.8 million | 718 | 5 | Not listed | (813) 251-6310 | adviserinfo.sec.gov | |
| Campbell Capital Management Inc | Miami | $303.3 million | 265 | 3 | Not listed | (305) 670-3140 | camcap.com | adviserinfo.sec.gov |
| Pl3 Capital LP | Sunny Isles Beach | $300.7 million | 1 | 2 | Not listed | (917) 484-0819 | adviserinfo.sec.gov | |
| Lifeinvest Wealth Management, LTD | Miami | $300.5 million | 343 | 11 | Not listed | (786) 523-0500 | adviserinfo.sec.gov | |
| Deepwork Capital, LLC | Orlando | $300.2 million | 9 | 8 | 8 | (407) 988-3014 | deepworkcapital.com | adviserinfo.sec.gov |
| Azzendo Wealth Advisors | Coral Gables | $300.1 million | 642 | 7 | Not listed | (305) 648-9814 | adviserinfo.sec.gov | |
| Kennon Financial | Sarasota | $300 million | 1,141 | 3 | Not listed | (941) 556-6307 | adviserinfo.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.