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

Updated November 10, 2026.

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

## The full lists

This record is a row of these lists. 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.

- [Investment advisers in Florida](https://specstream.ai/data/investment-advisers/state/florida): 1,333 rows, the SEC's Form ADV file of November 2, 2026, $66.65, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/florida
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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](https://specstream.ai/data/investment-advisers/firm/gfo-asset-management-llc-311874) | Miami Beach | $856.1 million | 3 | 14 | 3 | (203) 550-4233 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311874) |
| [Rossby Financial, LLC](https://specstream.ai/data/investment-advisers/firm/rossby-financial-llc-324631) | Melbourne | $854.8 million | 3,910 | 7 | Not listed | (321) 209-0111 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324631) |
| [Harbor Advisors](https://specstream.ai/data/investment-advisers/firm/harbor-advisors-312432) | West Palm Beach | $851.7 million | 10 | 1 | Not listed | (561) 459-2946 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312432) |
| [Rosemawr Management LLC](https://specstream.ai/data/investment-advisers/firm/rosemawr-management-llc-148984) | Miami Beach | $843.6 million | 13 | 23 | 8 | (212) 286-9474 | rosemawr.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148984) |
| [Fai Capital Management](https://specstream.ai/data/investment-advisers/firm/fai-capital-management-147025) | Tampa | $842.1 million | 12 | 5 | Not listed | (813) 874-6621 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147025) |
| [Aua Private Equity Partners, LLC](https://specstream.ai/data/investment-advisers/firm/aua-private-equity-partners-llc-170597) | West Palm Beach | $841.8 million | 13 | 11 | 13 | (561) 851-9500 | auaequity.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170597) |
| [American Ventures IM LLC](https://specstream.ai/data/investment-advisers/firm/american-ventures-im-llc-337677) | Palm Beach Gardens | $838.7 million | 27 | 3 | 27 | (917) 608-7234 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337677) |
| [Concise Capital Management, L.P.](https://specstream.ai/data/investment-advisers/firm/concise-capital-management-l-p-145778) | Miami | $838.6 million | 8 | 12 | 1 | (305) 371-4578 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/145778) |
| [Global Financial Private Client](https://specstream.ai/data/investment-advisers/firm/global-financial-private-client-290006) | Sarasota | $828.3 million | 1,028 | 6 | Not listed | (941) 441-1624 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290006) |
| [Walsh & Associates, LLC](https://specstream.ai/data/investment-advisers/firm/walsh-associates-llc-144441) | Sarasota | $827.7 million | 2,571 | 15 | Not listed | (941) 952-1188 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144441) |
| [Palatine Fund Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/palatine-fund-advisors-llc-168077) | Miami | $821.4 million | 4 | 21 | 4 | (305) 417-6254 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168077) |
| [Segra Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/segra-capital-management-llc-167306) | Palm Beach | $820.7 million | 5 | 5 | 5 | (561) 890-9127 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167306) |
| [Shoreline Equity Partners, LLC](https://specstream.ai/data/investment-advisers/firm/shoreline-equity-partners-llc-301128) | Neptune Beach | $815.2 million | 5 | 23 | 3 | (904) 222-6540 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/301128) |
| [Andbanc Advisory LLC](https://specstream.ai/data/investment-advisers/firm/andbanc-advisory-llc-150463) | Miami | $806.5 million | 472 | 13 | Not listed | (305) 702-0601 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150463) |
| [Firestone Capital Management Inc](https://specstream.ai/data/investment-advisers/firm/firestone-capital-management-inc-106366) | South Miami | $806.2 million | 1,298 | 7 | Not listed | (305) 669-2119 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106366) |
| [Hoxton Wealth](https://specstream.ai/data/investment-advisers/firm/hoxton-wealth-307387) | Orlando | $803.5 million | 1,805 | 74 | Not listed | (407) 248-1211 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307387) |
| [Psi Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/psi-advisors-llc-285880) | Tampa | $800.9 million | 3,237 | 22 | Not listed | (813) 444-0337 | ericeatonfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285880) |
| [Fortress Wealth Planning](https://specstream.ai/data/investment-advisers/firm/fortress-wealth-planning-307618) | Jacksonville Beach | $793.9 million | 713 | 7 | Not listed | (904) 301-4545 | fortresswealthplanning.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307618) |
| [XP Advisory US, Inc.](https://specstream.ai/data/investment-advisers/firm/xp-advisory-us-inc-173779) | Miami | $792.3 million | 258 | 34 | Not listed | (786) 725-5983 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173779) |
| [New Wave Loans Residential, LLC](https://specstream.ai/data/investment-advisers/firm/new-wave-loans-residential-llc-326888) | North Miami Beach | $787.4 million | 4 | 16 | 1 | (305) 512-1124 | newwaveloans.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326888) |
| [Augustine Asset Management Inc](https://specstream.ai/data/investment-advisers/firm/augustine-asset-management-inc-105801) | Jacksonville | $783.3 million | 462 | 8 | Not listed | (904) 396-6944 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105801) |
| [Amerant Investments, Inc.](https://specstream.ai/data/investment-advisers/firm/amerant-investments-inc-117284) | Coral Gables | $782.4 million | 1,296 | 35 | Not listed | (305) 460-8599 | amerantinvestments.marstone.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/117284) |
| [Portfolio Medics, LLC](https://specstream.ai/data/investment-advisers/firm/portfolio-medics-llc-145958) | Bonita Springs | $780.5 million | 3,805 | 75 | Not listed | (239) 444-1766 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/145958) |
| [Artia Global Partners LP](https://specstream.ai/data/investment-advisers/firm/artia-global-partners-lp-322091) | Miami | $778.9 million | 3 | 5 | 1 | (305) 710-1384 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322091) |
| [KLH Capital](https://specstream.ai/data/investment-advisers/firm/klh-capital-304294) | Tampa | $773.9 million | 3 | 20 | 3 | (813) 222-0160 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304294) |
| [Benchmark Financial Wealth Advisors LLC](https://specstream.ai/data/investment-advisers/firm/benchmark-financial-wealth-advisors-llc-287966) | Boca Raton | $766.1 million | 1,067 | 14 | Not listed | (561) 416-2992 | bfllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287966) |
| [Orange Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/orange-investment-advisors-llc-289406) | Winter Park | $765 million | 3 | 4 | 1 | (407) 758-4082 | orangeia.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289406) |
| [Fsa Investment Group, LLC](https://specstream.ai/data/investment-advisers/firm/fsa-investment-group-llc-163641) | Pensacola | $761.8 million | 124 | 11 | 1 | (850) 696-1550 | fsa-ig.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163641) |
| [Invex Advisors LLC](https://specstream.ai/data/investment-advisers/firm/invex-advisors-llc-164519) | Coral Gables | $759.3 million | 84 | 8 | 3 | (786) 425-1717 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164519) |
| [Lighthouse Financial](https://specstream.ai/data/investment-advisers/firm/lighthouse-financial-137277) | Saint Petersburg | $755.6 million | 337 | 1 | Not listed | (727) 490-5797 | lighthousefinancial.info | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/137277) |
| [Gator Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/gator-capital-management-llc-147067) | Tampa | $751.1 million | 49 | 7 | 2 | (813) 282-7870 | gatorcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147067) |
| [QTR Family Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/qtr-family-wealth-llc-331655) | Lake Mary | $749.3 million | 801 | 7 | Not listed | (407) 745-0715 | qtrfamily.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331655) |
| [Fiduciary Family Office, LLC](https://specstream.ai/data/investment-advisers/firm/fiduciary-family-office-llc-326990) | Boca Raton | $747.7 million | 624 | 3 | Not listed | (561) 353-4440 | fiduciaryfo.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326990) |
| [Dudley & Shanley, Inc.](https://specstream.ai/data/investment-advisers/firm/dudley-shanley-inc-157515) | Palm Beach | $746.8 million | 51 | 5 | 3 | (561) 855-4742 | dudleyshanley.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157515) |
| [Tremblant Capital Group](https://specstream.ai/data/investment-advisers/firm/tremblant-capital-group-138743) | West Palm Beach | $744.6 million | 9 | 19 | 2 | (212) 303-7373 | tremblantcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/138743) |
| [Bayshore Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/bayshore-wealth-advisors-144191) | Coral Gables | $740.1 million | 419 | 4 | Not listed | (786) 888-9400 | bayshorewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144191) |
| [Paradigm Investment Management](https://specstream.ai/data/investment-advisers/firm/paradigm-investment-management-174058) | Miami | $725.2 million | 9 | 3 | Not listed | (786) 871-3411 | paradigmpcm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174058) |
| [Global Wealth Management Investment Advisory, Inc.](https://specstream.ai/data/investment-advisers/firm/global-wealth-management-investment-advisory-inc-286005) | Fort Lauderdale | $722.8 million | 3,687 | 42 | Not listed | (954) 533-7144 | askglobalwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286005) |
| [Materetsky Financial Group](https://specstream.ai/data/investment-advisers/firm/materetsky-financial-group-292353) | Boynton Beach | $720.8 million | 2,309 | 9 | Not listed | (561) 735-9227 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/292353) |
| [Darwin Wealth Management](https://specstream.ai/data/investment-advisers/firm/darwin-wealth-management-166585) | Tampa | $717.8 million | 5,725 | 10 | Not listed | (813) 579-4074 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166585) |
| [Saaga](https://specstream.ai/data/investment-advisers/firm/saaga-327015) | Miami | $717.5 million | 565 | 6 | Not listed | (786) 940-3505 | saagawealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327015) |
| [G. a. Repple & Company](https://specstream.ai/data/investment-advisers/firm/g-a-repple-company-17486) | Casselberry | $716.3 million | 3,207 | 53 | Not listed | (407) 339-9090 | garepple.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/17486) |
| [Aston Capital Management](https://specstream.ai/data/investment-advisers/firm/aston-capital-management-291310) | Coral Gables | $711.8 million | 184 | 3 | 5 | (305) 722-5989 | astoncapital.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291310) |
| [Rogan & Associates](https://specstream.ai/data/investment-advisers/firm/rogan-associates-42762) | Safety Harbor | $709.6 million | 1,483 | 14 | Not listed | (727) 712-3400 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/42762) |
| [Bench Walk Advisors LLC](https://specstream.ai/data/investment-advisers/firm/bench-walk-advisors-llc-313945) | Boca Raton | $707.6 million | 90 | 15 | 81 | (561) 448-4441 | benchwalk.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313945) |
| [Morangie Management LLC](https://specstream.ai/data/investment-advisers/firm/morangie-management-llc-332949) | Vero Beach | $706 million | 117 | 7 | 2 | (908) 285-6686 | morangiemanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332949) |
| [Core Wealth Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/core-wealth-advisors-inc-174386) | Lakeland | $702.1 million | 1,288 | 13 | Not listed | (863) 904-4745 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174386) |
| [Lafise Global Advisors LLC](https://specstream.ai/data/investment-advisers/firm/lafise-global-advisors-llc-331244) | Miami | $699 million | 10 | 3 | Not listed | (305) 374-6001 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331244) |
| [Maximai Investment Partners, LLC](https://specstream.ai/data/investment-advisers/firm/maximai-investment-partners-llc-284919) | Coral Gables | $695.8 million | 974 | 8 | Not listed | (786) 332-6050 | maximaipartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284919) |
| [Icv Partners, LLC](https://specstream.ai/data/investment-advisers/firm/icv-partners-llc-160651) | Miami | $694.1 million | 4 | 13 | 4 | (212) 455-9600 | icvpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160651) |
| [Brainvest Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/brainvest-wealth-management-llc-289743) | Miami | $690.9 million | 175 | 8 | 1 | (305) 224-8834 | brainvest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289743) |
| [Alti Wealth Management (US International), Inc.](https://specstream.ai/data/investment-advisers/firm/alti-wealth-management-us-international-inc-152104) | Coral Gables | $690.9 million | 37 | 10 | Not listed | (305) 373-8033 | alti-global.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152104) |
| [Synergy Investment Management LLC](https://specstream.ai/data/investment-advisers/firm/synergy-investment-management-llc-305961) | Altamonte Springs | $681.5 million | 2,500 | 22 | Not listed | (321) 203-4458 | synergywealthalliance.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305961) |
| [Encore Housing Opportunity Fund Investment Manager, LLC](https://specstream.ai/data/investment-advisers/firm/encore-housing-opportunity-fund-investment-manager-llc-159393) | Boca Raton | $679.5 million | 12 | 47 | 5 | (561) 961-1000 | encorecm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/159393) |
| [Hudson Value Partners, LLC](https://specstream.ai/data/investment-advisers/firm/hudson-value-partners-llc-301325) | Palm Beach | $678.3 million | 547 | 4 | 1 | (646) 343-9772 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/301325) |
| [Summit Wealth Partners, LLC](https://specstream.ai/data/investment-advisers/firm/summit-wealth-partners-llc-283648) | Orlando | $675.7 million | 2,040 | 21 | Not listed | (407) 656-2252 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283648) |
| [Advantage Wealth Partners](https://specstream.ai/data/investment-advisers/firm/advantage-wealth-partners-329635) | Fort Myers | $675.5 million | 1,804 | 10 | Not listed | (239) 561-1155 | advantagewealthpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329635) |
| [Truvestments Capital LLC](https://specstream.ai/data/investment-advisers/firm/truvestments-capital-llc-291297) | Sarasota | $660.8 million | 2,541 | 17 | 1 | (855) 955-1982 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291297) |
| [Highpost Capital, LLC](https://specstream.ai/data/investment-advisers/firm/highpost-capital-llc-307798) | West Palm Beach | $657.2 million | 26 | 14 | 18 | (212) 634-3305 | highpost.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307798) |
| [Polar Capital (America) Corporation](https://specstream.ai/data/investment-advisers/firm/polar-capital-america-corporation-155389) | Tampa | $656.1 million | 5 | 12 | 1 | 011442072272700 | polarcapital.co.uk | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155389) |
| [Collaborative Wealth](https://specstream.ai/data/investment-advisers/firm/collaborative-wealth-142106) | Lake Mary | $653.3 million | 1,948 | 13 | Not listed | (407) 792-3336 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/142106) |
| [Dale K. Ehrhart, Inc.](https://specstream.ai/data/investment-advisers/firm/dale-k-ehrhart-inc-35971) | Venice | $648.8 million | 309 | 6 | Not listed | (941) 485-8220 | dkeinc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/35971) |
| [Powell Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/powell-investment-advisors-llc-160333) | Miami | $648 million | 354 | 2 | 1 | (786) 470-3480 | powellinvestmentadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160333) |
| [Proaltus USA](https://specstream.ai/data/investment-advisers/firm/proaltus-usa-310955) | Miami | $645.7 million | 94 | 14 | 12 | (857) 334-1921 | proaltus.us | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310955) |
| [Abacus FCF Advisors LLC](https://specstream.ai/data/investment-advisers/firm/abacus-fcf-advisors-llc-135152) | Orlando | $641.4 million | 6 | 5 | Not listed | (212) 217-2597 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/135152) |
| [Eve Partners](https://specstream.ai/data/investment-advisers/firm/eve-partners-307661) | Ponte Vedra Beach | $641.3 million | 6 | 14 | 6 | (904) 875-5375 | evepartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307661) |
| [Vizcaya Capital, LLC](https://specstream.ai/data/investment-advisers/firm/vizcaya-capital-llc-170518) | Miami | $631.4 million | 346 | 9 | 1 | (305) 602-5725 | vizcayacapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170518) |
| [Centrica Wealth Management](https://specstream.ai/data/investment-advisers/firm/centrica-wealth-management-335042) | Miami | $627.4 million | 45 | 3 | Not listed | (305) 686-7910 | centricafg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335042) |
| [B&C Financial Advisors](https://specstream.ai/data/investment-advisers/firm/b-c-financial-advisors-110295) | Ponte Vedra Beach | $626 million | 1,331 | 12 | Not listed | (904) 273-9850 | butenskycohen.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110295) |
| [Industrial Development Funding LLC](https://specstream.ai/data/investment-advisers/firm/industrial-development-funding-llc-298015) | Miami Beach | $624 million | 7 | 5 | 2 | (917) 658-7661 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298015) |
| [Blue Ocean Capital](https://specstream.ai/data/investment-advisers/firm/blue-ocean-capital-107833) | West Palm Beach | $619.2 million | 491 | 11 | Not listed | (561) 659-3301 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107833) |
| [Tactive Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/tactive-advisors-llc-309311) | Sarasota | $619 million | 3,434 | 15 | Not listed | (855) 282-2848 | jaaxfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309311) |
| [H.I.G. Whitehorse Advisers, LLC](https://specstream.ai/data/investment-advisers/firm/h-i-g-whitehorse-advisers-llc-164905) | Miami | $615.1 million | 1 | 82 | Not listed | (305) 379-2322 | whitehorse.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164905) |
| [Zega Investments, LLC](https://specstream.ai/data/investment-advisers/firm/zega-investments-llc-330428) | Palm Beach Gardens | $614 million | 1,315 | 10 | Not listed | (800) 380-9342 | luckinbillfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330428) |
| [Rose Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/rose-capital-advisors-llc-173054) | Miami Beach | $608.3 million | 917 | 14 | 1 | (305) 534-7673 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173054) |
| [Inlet Private Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/inlet-private-wealth-llc-297154) | Jupiter | $608.1 million | 184 | 5 | Not listed | (561) 781-0400 | inletprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297154) |
| [Destiny Family Office](https://specstream.ai/data/investment-advisers/firm/destiny-family-office-338015) | Tavares | $605.1 million | 294 | 7 | Not listed | (844) 357-1120 | destinyfamilyoffice.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338015) |
| [Deuterium Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/deuterium-capital-management-llc-294051) | Clearwater | $603.7 million | 6 | 8 | 2 | (727) 204-7570 | deuterium.us | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/294051) |
| [Gda Luma Capital Management, LP](https://specstream.ai/data/investment-advisers/firm/gda-luma-capital-management-lp-314502) | Miami | $592.4 million | 3 | 14 | 1 | (917) 312-6701 | gdaluma.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314502) |
| [Florida Atlantic Securities Corp.](https://specstream.ai/data/investment-advisers/firm/florida-atlantic-securities-corp-43272) | Miami | $590 million | 74 | 4 | 1 | (305) 670-9250 | floridaatlantic.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/43272) |
| [Vine Investment Advisors, LP](https://specstream.ai/data/investment-advisers/firm/vine-investment-advisors-lp-157341) | Palm Beach Gardens | $583.5 million | 8 | 1 | 8 | (917) 512-7051 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157341) |
| [55 North Private Wealth](https://specstream.ai/data/investment-advisers/firm/55-north-private-wealth-325325) | Winter Park | $581.3 million | 697 | 8 | Not listed | (407) 960-4769 | 55northprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325325) |
| [Harvey Capital Management Inc](https://specstream.ai/data/investment-advisers/firm/harvey-capital-management-inc-106224) | Palm Beach | $579.4 million | 172 | 5 | Not listed | (561) 804-9181 | harveycapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106224) |
| [Bh3 Fund Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/bh3-fund-advisors-llc-298967) | Fort Lauderdale | $578.1 million | 10 | 29 | 8 | (954) 541-7446 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298967) |
| [Silverview Credit Partners LP](https://specstream.ai/data/investment-advisers/firm/silverview-credit-partners-lp-282955) | Tampa | $577.3 million | 16 | 14 | 3 | (646) 205-6225 | silverview.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282955) |
| [Rezny Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/rezny-wealth-management-inc-109638) | Fort Myers | $576 million | 275 | 7 | Not listed | (800) 618-8577 | reznywealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109638) |
| [Southocean Capital Partners, LLC](https://specstream.ai/data/investment-advisers/firm/southocean-capital-partners-llc-171580) | Ft. Lauderdale | $575.3 million | 17 | 8 | 17 | (954) 331-0109 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171580) |
| [Sanchez Wealth Management Group, LLC](https://specstream.ai/data/investment-advisers/firm/sanchez-wealth-management-group-llc-169274) | Jacksonville | $571.2 million | 1,502 | 3 | Not listed | (904) 281-9261 | sanchezwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169274) |
| [Tyro Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/tyro-capital-management-llc-312329) | Miami | $570.9 million | 2 | 6 | 2 | (330) 307-6147 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312329) |
| [Inca Investments, LLC](https://specstream.ai/data/investment-advisers/firm/inca-investments-llc-131194) | Miami | $569.6 million | 3 | 9 | 1 | (305) 722-4300 | incainvestments.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/131194) |
| [Driftwood Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/driftwood-advisors-llc-307316) | Coral Gables | $568.8 million | 3 | 52 | 3 | (305) 500-9998 | driftwoodadvisors.us | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307316) |
| [Inveris US LLC](https://specstream.ai/data/investment-advisers/firm/inveris-us-llc-310003) | Coral Gables | $568.4 million | 369 | 6 | Not listed | (305) 448-0014 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310003) |
| [Fiori Financial Group](https://specstream.ai/data/investment-advisers/firm/fiori-financial-group-318641) | Fort Lauderdale | $567.4 million | 675 | 8 | Not listed | (954) 763-2600 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/318641) |
| [White Wolf Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/white-wolf-capital-advisors-llc-311816) | Miami | $566.8 million | 36 | 19 | 34 | (305) 605-8888 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311816) |
| [Atticus Wealth Management](https://specstream.ai/data/investment-advisers/firm/atticus-wealth-management-296949) | Palm Beach Gardens | $565.3 million | 1,105 | 8 | Not listed | (561) 425-9500 | atticuswm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/296949) |
| [Downtown Wealth Studios, LLC](https://specstream.ai/data/investment-advisers/firm/downtown-wealth-studios-llc-325213) | Miami | $563.5 million | 135 | 5 | Not listed | (888) 240-2737 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325213) |
| [Dara Capital US, Inc.](https://specstream.ai/data/investment-advisers/firm/dara-capital-us-inc-153544) | Miami | $563.1 million | 58 | 3 | Not listed | (646) 779-9760 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153544) |
| [Paulson Wealth Management Inc.](https://specstream.ai/data/investment-advisers/firm/paulson-wealth-management-inc-150374) | West Palm Beach | $558.9 million | 1,493 | 11 | Not listed | (407) 957-0074 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150374) |
| [F&V Capital Management, L.L.C.](https://specstream.ai/data/investment-advisers/firm/f-v-capital-management-l-l-c-146399) | Boca Raton | $557.8 million | 237 | 7 | Not listed | (561) 208-1081 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146399) |
| [Financial Harvest Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/financial-harvest-wealth-advisors-148271) | Winter Park | $557.4 million | 1,397 | 9 | Not listed | (407) 937-0707 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148271) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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](https://creativecommons.org/licenses/by/4.0/).