Data / Investment advisers / Florida / Page 3
Investment advisers in Florida: 1,333 firms, page 3
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. $10 of credit on sign-up, no card. 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, 601 to 900 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 3
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Cic, LLC | Marco Island | $299.8 million | 14 | 2 | Not listed | (212) 359-0959 | adviserinfo.sec.gov | |
| Unison Asset Management LLC | Aventura | $298.2 million | 26 | 5 | 1 | (786) 971-5105 | unisonam.com | adviserinfo.sec.gov |
| Opinicus | Tampa | $297.1 million | 1,330 | 7 | Not listed | (813) 443-4767 | adviserinfo.sec.gov | |
| Matters Capital LLC | Coral Gables | $296.8 million | 60 | 3 | 2 | (305) 528-3701 | matters.capital | adviserinfo.sec.gov |
| Colbert Investment Management Co | Miami | $295.8 million | 144 | 3 | Not listed | (305) 400-9982 | adviserinfo.sec.gov | |
| Douglas Capital Management Inc | Jacksonville | $295.2 million | 279 | 4 | Not listed | (904) 285-7866 | douglascapitalmanagement.com | adviserinfo.sec.gov |
| Carpenter, Claydon Advisors, Inc. | Maitland | $294.9 million | 404 | 3 | Not listed | (407) 843-0316 | adviserinfo.sec.gov | |
| N.L.C. LLC | Boca Raton | $292.2 million | 16 | 2 | 16 | (631) 896-0041 | adviserinfo.sec.gov | |
| Madden Advisory Services, Inc. | Jacksonville | $291.7 million | 846 | 5 | Not listed | (904) 296-1127 | adviserinfo.sec.gov | |
| Third Eye Capital Management, LLC | Miami Beach | $291.3 million | 17 | 1 | 1 | (732) 447-3019 | thirdeyecapitalmanagement.com | adviserinfo.sec.gov |
| Cifc Private Credit Management LLC | Miami | $289.9 million | 3 | 200 | 1 | (786) 652-3250 | cifc.com | adviserinfo.sec.gov |
| One Stone Partners L.L.C. | Miami | $289.7 million | 9 | 3 | 4 | (786) 744-4255 | 1stone-llc.com | adviserinfo.sec.gov |
| PFG Private Wealth Management, LLC | Lutz | $289 million | 1,202 | 7 | Not listed | (813) 286-7776 | adviserinfo.sec.gov | |
| Yellowstone Capital Partners | Gainesville | $288.6 million | 4 | 2 | 4 | +573175102771 | yellowstonecp.com | adviserinfo.sec.gov |
| Skyview Financial Group, LLC | Ponte Vedra Beach | $286.6 million | 342 | 3 | Not listed | (888) 406-0444 | adviserinfo.sec.gov | |
| Bau Advisors | Miami | $286.5 million | 11 | 4 | Not listed | (305) 425-1494 | bauadvisors.com | adviserinfo.sec.gov |
| The Holland Group, Retirement Wealth Advisors, LLC | Clearwater | $286.1 million | 1,811 | 10 | Not listed | (727) 734-3334 | thehollandgrp.com | adviserinfo.sec.gov |
| The Palmer Knight Company | Jacksonville | $285.4 million | 299 | 2 | Not listed | (904) 358-9080 | adviserinfo.sec.gov | |
| Lighthouse Retirement | Ponte Vedra | $284.6 million | 496 | 1 | Not listed | (772) 299-7169 | lighthouseretirement.com | adviserinfo.sec.gov |
| Peninsula Asset Management Inc | Bradenton | $284.1 million | 190 | 4 | Not listed | (941) 748-8680 | peninsulaasset.com | adviserinfo.sec.gov |
| Fdi Wealth Management, LLC | Miami | $283.8 million | 353 | 5 | Not listed | (561) 875-7673 | adviserinfo.sec.gov | |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens | $283.6 million | 15 | 10 | 15 | (561) 653-9332 | adviserinfo.sec.gov | |
| Fig Capital Management, LLC | Jacksonville | $283 million | 3 | 0 | 2 | (904) 378-8098 | figadvisors.com | adviserinfo.sec.gov |
| Covingtonalsina | Jacksonville | $282.9 million | 1,241 | 10 | Not listed | (904) 449-7326 | adviserinfo.sec.gov | |
| Palm Valley Capital Management | Jacksonville Beach | $281.6 million | 11 | 2 | Not listed | (904) 747-2345 | palmvalleycapital.com | adviserinfo.sec.gov |
| Successful Portfolios LLC | Clearwater | $281.5 million | 584 | 3 | 3 | (727) 744-3614 | adviserinfo.sec.gov | |
| Smith Asset Management Co., LLC | Chiefland | $281.2 million | 1,273 | 7 | Not listed | (352) 493-7700 | smithamco.com | adviserinfo.sec.gov |
| Seven Hills Financial, LLC | Tallahassee | $280.9 million | 895 | 5 | Not listed | (850) 219-6699 | adviserinfo.sec.gov | |
| Harlan Capital Partners LLC | Palm Beach | $280.8 million | 6 | 9 | 6 | (561) 467-5400 | adviserinfo.sec.gov | |
| Midtown Investment Advisors LLC | Miami | $278 million | 11 | 4 | 11 | (305) 961-1115 | midtownia.com | adviserinfo.sec.gov |
| Delta Capital Management, LLC | Maitland | $277.4 million | 108 | 9 | Not listed | (407) 422-2423 | deltaadvisor.com | adviserinfo.sec.gov |
| Dominion Portfolio Management, Inc. | Tampa | $277.1 million | 782 | 18 | Not listed | (813) 264-0440 | adviserinfo.sec.gov | |
| Afc Management, LLC | West Palm Beach | $275.8 million | 1 | 32 | Not listed | (561) 510-2390 | advancedflowercapital.com | adviserinfo.sec.gov |
| Chronos Wealth Management, L.L.C. | Clearwater | $274 million | 530 | 3 | Not listed | (727) 446-2306 | chronoswm.com | adviserinfo.sec.gov |
| Private Wealth Group, LLC | Tampa | $274 million | 600 | 2 | Not listed | (813) 226-1900 | privatewealthgroup.com | adviserinfo.sec.gov |
| Alpha Zero LLC | Boca Raton | $269.8 million | 456 | 17 | Not listed | (561) 576-2599 | alphazerowealth.com | adviserinfo.sec.gov |
| Barr Financial Services, LLC | Winter Park | $269.2 million | 733 | 2 | Not listed | (407) 622-0018 | barrllc.com | adviserinfo.sec.gov |
| Las Olas Capital Wealth LLC | Fort Lauderdale | $269.1 million | 47 | 7 | Not listed | (954) 289-4692 | lasolascap.com | adviserinfo.sec.gov |
| Dunn Capital Management | Stuart | $269 million | 1 | 27 | Not listed | (772) 286-4777 | adviserinfo.sec.gov | |
| Riverplace Capital Management Inc | Jacksonville | $267.4 million | 352 | 4 | Not listed | (904) 346-3460 | riverplacecapital.com | adviserinfo.sec.gov |
| Las Olas Capital Advisors, LLC | Fort Lauderdale | $267.2 million | 9 | 6 | 7 | (954) 289-4692 | adviserinfo.sec.gov | |
| Win Advisors, Inc | Palm Beach Gardens | $266.8 million | 1,941 | 4 | Not listed | (561) 472-2000 | adviserinfo.sec.gov | |
| Raven Music Partners LLC | Palm Beach Gardens | $265.4 million | 7 | 23 | 7 | (212) 966-7926 | adviserinfo.sec.gov | |
| Spraker West Wealth Management, Inc | Winter Park | $265.3 million | 474 | 6 | Not listed | (407) 478-7899 | adviserinfo.sec.gov | |
| Innova Advisors | Coral Gables | $264.8 million | 54 | 4 | Not listed | (305) 646-1557 | innovadvisors.com | adviserinfo.sec.gov |
| Coastal Investment Company, LLC | Winter Park | $262.9 million | 41 | 9 | 41 | (888) 411-2280 | coastalinvestmentco.com | adviserinfo.sec.gov |
| Semus Wealth Partners, LLC | Boca Raton | $262.7 million | 620 | 3 | Not listed | (561) 465-7550 | semuswp.com | adviserinfo.sec.gov |
| Waterstone Financial Advisory LLC | Fort Myers | $262.5 million | 954 | 5 | Not listed | (239) 288-0977 | waterstonefs.com | adviserinfo.sec.gov |
| Utopia Wealth Management, LLC | Coconut Creek | $261.4 million | 234 | 3 | Not listed | (754) 264-4778 | utopiawealth.com | adviserinfo.sec.gov |
| Financial Designs Wealth Management | Miami | $261.2 million | 181 | 6 | Not listed | (786) 388-0070 | financialdesignswealth.com | adviserinfo.sec.gov |
| Trustwell Financial Advisors, LLC | Jacksonville | $260.8 million | 1,019 | 7 | Not listed | (904) 996-7800 | adviserinfo.sec.gov | |
| Bridge Generations Wealth Management | South Miami | $259.8 million | 472 | 7 | Not listed | (305) 666-9411 | bridgewm.com | adviserinfo.sec.gov |
| Davis Capital Management | Jacksonville | $259 million | 1,051 | 5 | Not listed | (904) 223-0510 | adviserinfo.sec.gov | |
| Aft, Forsyth and Company, Inc. | Jupiter | $258.6 million | 176 | 2 | Not listed | (561) 296-6680 | adviserinfo.sec.gov | |
| Geosphere Capital Management, LLC | Miami Beach | $258.4 million | 5 | 6 | 2 | (212) 616-1100 | geospherecap.com | adviserinfo.sec.gov |
| McDonough Capital Management, Inc. | Orlando | $258.2 million | 592 | 3 | Not listed | (407) 248-9647 | adviserinfo.sec.gov | |
| Genrock Capital Management, LP | Palm Beach | $257.6 million | 2 | 4 | 2 | (212) 301-0770 | genrock.com | adviserinfo.sec.gov |
| GLD Advisors, LLC | Miami Beach | $257.3 million | 1 | 4 | 1 | (212) 257-5790 | adviserinfo.sec.gov | |
| Center for Asset Management, LLC | Palm Beach Gardens | $257.1 million | 939 | 6 | Not listed | (561) 625-0900 | adviserinfo.sec.gov | |
| Rd Lewis Wealth Management | Maitland | $256.8 million | 852 | 8 | Not listed | (407) 446-3737 | adviserinfo.sec.gov | |
| Krusen Capital Management, LLC | West Palm Beach | $255.7 million | 217 | 2 | 1 | (561) 370-7439 | krusencapital.com | adviserinfo.sec.gov |
| Blacktower Financial Management (US) LLC | Orlando | $254.4 million | 480 | 29 | Not listed | (407) 362-7753 | adviserinfo.sec.gov | |
| Mendon Capital Advisors Corp | Key Largo | $253.8 million | 3 | 4 | 1 | (585) 770-1770 | mendoncapital.com | adviserinfo.sec.gov |
| Washburn Capital Management Inc. | Vero Beach | $253.6 million | 524 | 3 | Not listed | (772) 564-7291 | washburncapital.com | adviserinfo.sec.gov |
| Abf Investment Management, LLC | Miami | $253.2 million | 3 | 10 | 1 | (786) 564-2029 | gr-am.com | adviserinfo.sec.gov |
| Bridges Capital LLC | Fort Lauderdale | $251.6 million | 127 | 1 | Not listed | (954) 271-1075 | adviserinfo.sec.gov | |
| Mariaca Wealth Management, LLC | Wellington | $251.1 million | 686 | 6 | Not listed | (561) 650-8061 | passporttoretirement.com | adviserinfo.sec.gov |
| Karlov Street Capital, LLC | Boca Raton | $251 million | 30 | 4 | 30 | (847) 503-9393 | karlovstreet.com | adviserinfo.sec.gov |
| Cogent Private Wealth | Orlando | $250.3 million | 264 | 8 | Not listed | (407) 887-4965 | cogentprivatewealth.com | adviserinfo.sec.gov |
| Qso Capital Management LLC | Fort Lauderdale | $250 million | 5 | 3 | 2 | (732) 332-2494 | qsocapital.com | adviserinfo.sec.gov |
| Firstrust | Daytona Beach | $250 million | 128 | 6 | Not listed | (386) 788-3737 | financialteam.com | adviserinfo.sec.gov |
| Kutumb Investments LLC | Palm Beach Gardens | $250 million | 2 | 3 | Not listed | (212) 970-5590 | kutumbinvestments.com | adviserinfo.sec.gov |
| Oxenfree Financial | Melbourne | $249.8 million | 1,983 | 8 | Not listed | (321) 722-7882 | adviserinfo.sec.gov | |
| E. Batoff & Co., Inc. | Tampa | $249.2 million | 33 | 1 | Not listed | (813) 248-3467 | adviserinfo.sec.gov | |
| Cassedy Financial Group, Inc. | Tampa | $248.4 million | 459 | 4 | Not listed | (813) 251-0004 | cassedyfinancialgroup.com | adviserinfo.sec.gov |
| Nova Wealth Management, Inc. | Bonita Springs | $247.5 million | 739 | 7 | Not listed | (239) 444-1794 | novawealthmanagement.com | adviserinfo.sec.gov |
| Rinaldi Wealth Management, Inc. | Bonita Springs | $243.2 million | 841 | 3 | Not listed | (239) 444-6111 | adviserinfo.sec.gov | |
| Matthias Private Wealth, LLC | Winter Park | $242.8 million | 426 | 12 | Not listed | (407) 691-3300 | matthiaspw.com | adviserinfo.sec.gov |
| Chiron Capital Management, LLC | Tallahassee | $242.6 million | 910 | 4 | Not listed | (850) 775-1939 | chironcapital.com | adviserinfo.sec.gov |
| Seminole Advisory Services, LLC | Bellair Bluffs | $242.5 million | 1 | 4 | 1 | (727) 331-8444 | seminolefs.com | adviserinfo.sec.gov |
| Mori Huston Partners | Miami | $241.6 million | 72 | 2 | 1 | (305) 856-9304 | morihuston.com | adviserinfo.sec.gov |
| Wealth Management Corporation | Tallahassee | $241.5 million | 1,641 | 6 | Not listed | (850) 894-7526 | wealthmanagementcorp.com | adviserinfo.sec.gov |
| Treasure Coast Financial Planning, Inc. | Vero Beach | $241.5 million | 661 | 6 | Not listed | (772) 231-1422 | theplanningco.com | adviserinfo.sec.gov |
| DFN Management LLC. | Tampa | $241.4 million | 2 | 6 | 2 | (866) 296-4420 | adviserinfo.sec.gov | |
| Bassam Wealth Management, LLC | Palm Beach | $241 million | 176 | 3 | Not listed | (561) 494-6391 | bassamwealthmanagement.com | adviserinfo.sec.gov |
| True Wealth Advisory Group | Miami | $240.1 million | 260 | 4 | Not listed | (786) 358-0050 | adviserinfo.sec.gov | |
| Loyola Asset Management LLC | Coral Gables | $239.9 million | 63 | 5 | 1 | (305) 377-1941 | loyola-asset.com | adviserinfo.sec.gov |
| Smith Bruer | Tallahassee | $238.5 million | 458 | 6 | Not listed | (850) 877-0803 | smithbruer.com | adviserinfo.sec.gov |
| Golden Road Advisors LLC | Tampa | $237.7 million | 459 | 4 | Not listed | (813) 491-1593 | goldenroadadvisors.com | adviserinfo.sec.gov |
| Pento Portfolio Strategies, LLC | Naples | $237.3 million | 874 | 3 | Not listed | (732) 772-9500 | adviserinfo.sec.gov | |
| Creo Capital Partners Management LLC | Miami | $235.5 million | 2 | 6 | 2 | (305) 998-0078 | adviserinfo.sec.gov | |
| MBF Healthcare Management II, LLC | Coral Gables | $235 million | 2 | 11 | 2 | (305) 476-5161 | mbfhp.com | adviserinfo.sec.gov |
| Kingsman Wealth Management Inc. | Pensacola | $235 million | 219 | 3 | Not listed | (850) 565-3780 | adviserinfo.sec.gov | |
| Plan to Prosper Wealth Management | Ormond Beach | $234.3 million | 651 | 4 | Not listed | (386) 271-2127 | myplantoprosper.com | adviserinfo.sec.gov |
| Belleair Asset Management, LLC | Belleair Bluffs | $234.3 million | 366 | 4 | Not listed | (727) 586-3541 | belleairam.com | adviserinfo.sec.gov |
| Anchor Wealth Management Group LLC | West Palm Beach | $233 million | 630 | 1 | Not listed | (561) 228-8688 | anchorwealthgroup.com | adviserinfo.sec.gov |
| Reshape Wealth | Boca Raton | $232.2 million | 648 | 3 | Not listed | (646) 626-7902 | reshapewealth.com | adviserinfo.sec.gov |
| L&S Investment Advisors, LLC | Miami | $231.4 million | 399 | 8 | Not listed | (786) 241-7000 | ls.finance | adviserinfo.sec.gov |
| Andrew Hill Investment Advisors, Inc. | Naples | $231.3 million | 490 | 4 | Not listed | (239) 450-3999 | adviserinfo.sec.gov | |
| Las Olas Venture Capital | Fort Lauderdale | $231.2 million | 13 | 6 | 13 | (954) 667-7159 | adviserinfo.sec.gov | |
| Unimar | Miami | $230.8 million | 43 | 3 | 6 | (305) 797-9124 | unimarfinancial.com | adviserinfo.sec.gov |
| Primoris Wealth Advisors, LLC | North Palm Beach | $230 million | 552 | 7 | Not listed | (561) 296-0796 | primoriswealthadvisors.com | adviserinfo.sec.gov |
| Turner Financial Group, Inc. | Pace | $229.6 million | 1,132 | 12 | Not listed | (850) 995-1797 | gfthomasadvisory.com | adviserinfo.sec.gov |
| Velvet Sea Ventures | West Palm Beach | $229.1 million | 6 | 9 | 6 | (248) 594-4751 | velvetseavc.com | adviserinfo.sec.gov |
| Alterna Equity Partners Management LLC | Fort Lauderdale | $228 million | 3 | 8 | 3 | (954) 703-2020 | alternaequitypartners.com | adviserinfo.sec.gov |
| Naples Wealth Planning | Bonita Springs | $226.9 million | 452 | 13 | Not listed | (239) 330-4183 | napleswealthplanning.com | adviserinfo.sec.gov |
| Align Private Capital | Sarasota | $226.2 million | 3 | 6 | 2 | (917) 365-9073 | alignprivatecapital.com | adviserinfo.sec.gov |
| Elevation Advisory Partners LLC | Orlando | $226 million | 1,007 | 5 | Not listed | (913) 827-4588 | harrisoncapitalmanagement.com | adviserinfo.sec.gov |
| Angelus Investment Consulting, Inc. | Coral Gables | $226 million | 67 | 2 | Not listed | (305) 928-1551 | angelusinvestment.com | adviserinfo.sec.gov |
| Dragus Capital, LLC | Coral Gables | $225.9 million | 108 | 5 | Not listed | (786) 477-5777 | draguscapital.com | adviserinfo.sec.gov |
| Welcy Capital Advisors LLC | Miami | $225.7 million | 21 | 10 | 2 | (786) 353-0036 | adviserinfo.sec.gov | |
| Oceanis Financial Advisors, Inc. | Miami | $225.6 million | 82 | 2 | Not listed | (305) 330-4398 | adviserinfo.sec.gov | |
| The Tenret Company, LLC | Tampa | $225.4 million | 158 | 1 | Not listed | (727) 599-6201 | adviserinfo.sec.gov | |
| Buckeye-Pacific | Naples | $225.4 million | 4 | 3 | 2 | (312) 858-1670 | twinlakefunds.com | adviserinfo.sec.gov |
| Allied Private Wealth | Boca Raton | $224.5 million | 417 | 4 | Not listed | (954) 576-9192 | alliedprivatewealth.com | adviserinfo.sec.gov |
| Orca Wealth Management, LLC | New Port Richey | $224.4 million | 425 | 3 | Not listed | (727) 938-1600 | adviserinfo.sec.gov | |
| Bucket List Wealth Management, LLC | The Villages | $224.2 million | 1,437 | 2 | Not listed | (352) 307-8652 | bucketlistwealth.com | adviserinfo.sec.gov |
| Sterling Wealth Advisors, Inc. | Plantation | $223.5 million | 348 | 7 | Not listed | (954) 771-1313 | sterlingwealthadvisors.com | adviserinfo.sec.gov |
| Riverglades Family Offices, LLC | Naples | $221.4 million | 200 | 2 | Not listed | (239) 263-4079 | rivergladesfo.com | adviserinfo.sec.gov |
| Lynx Advisory Partners | Coral Gables | $221.4 million | 113 | 7 | Not listed | (305) 772-7137 | lynx-ap.com | adviserinfo.sec.gov |
| Pullen Investment Management | Bradenton | $221 million | 231 | 5 | Not listed | (941) 361-2195 | adviserinfo.sec.gov | |
| Agis Management LLC | Clearwater | $220.2 million | 1 | 12 | 1 | (617) 350-9894 | agiscapital.com | adviserinfo.sec.gov |
| Motiv8 Investments LLC | Port St Lucie | $219.1 million | 1,337 | 21 | Not listed | (772) 247-4488 | adviserinfo.sec.gov | |
| Ironclad Investments LLC | Maitland | $217.9 million | 1 | 2 | Not listed | (407) 982-1888 | ironcladfunds.com | adviserinfo.sec.gov |
| Mara River Capital Management, LP | Coral Gables | $217.7 million | 4 | 3 | 1 | (214) 478-8750 | mararivercapital.com | adviserinfo.sec.gov |
| Wealthtrust Asset Management, LLC | Destin | $217.4 million | 553 | 7 | Not listed | (850) 460-8444 | wealthtrustam.com | adviserinfo.sec.gov |
| Blackridge Asset Management, LLC | Jupiter | $216.7 million | 696 | 69 | Not listed | (561) 641-5050 | peakbrokerageservices.com | adviserinfo.sec.gov |
| Delta Advisory Group, Inc. | Maitland | $216.3 million | 930 | 8 | Not listed | (407) 331-9213 | deltaadvisory.com | adviserinfo.sec.gov |
| Sky Alpha Asset Advisors | Boca Raton | $216 million | 318 | 3 | Not listed | (561) 410-7790 | skyalphaadvisors.com | adviserinfo.sec.gov |
| Ponta Wealth Partners, LLC | Winter Park | $214.3 million | 62 | 4 | Not listed | (407) 490-4820 | pontawealth.com | adviserinfo.sec.gov |
| Global Trust Wealth Management LLC | West Palm Beach | $213.7 million | 292 | 5 | Not listed | (561) 207-9696 | globaltrustwealth.com | adviserinfo.sec.gov |
| Gunn & Company Investment Management, Inc. | Jacksonville | $213.5 million | 433 | 5 | Not listed | (904) 296-2025 | gunncoim.com | adviserinfo.sec.gov |
| PFS Signature Wealth | Tampa | $211.6 million | 573 | 7 | Not listed | (877) 642-6110 | pfsfirm.com | adviserinfo.sec.gov |
| Atlantic Family Wealth, LLC | Coral Gables | $210.1 million | 558 | 4 | Not listed | (305) 222-0977 | atlanticfamilywealth.com | adviserinfo.sec.gov |
| Pare Partners II LLC | Miami | $210 million | 13 | 20 | 7 | (786) 866-8010 | adviserinfo.sec.gov | |
| Advisory Investor Services LLC | Miami | $209.9 million | 231 | 12 | Not listed | (786) 462-6044 | advisoryinvestorservices.com | adviserinfo.sec.gov |
| Sunstate Wealth Management LLC | Coral Gables | $209.8 million | 6 | 4 | Not listed | (305) 567-5524 | sunstatefl.com | adviserinfo.sec.gov |
| Img Wealth Management, Inc. | Jacksonville | $209.7 million | 1,355 | 7 | Not listed | (904) 731-9955 | imgwealthmanagement.com | adviserinfo.sec.gov |
| Shellman Investment Management, LLC | Coral Gables | $209.6 million | 178 | 4 | Not listed | (786) 655-6180 | shellmaninvest.com | adviserinfo.sec.gov |
| Southcol Advisors | Naples | $208.7 million | 37 | 4 | Not listed | (239) 228-8747 | adviserinfo.sec.gov | |
| Ucap Americas | Miami | $208.2 million | 184 | 14 | Not listed | (646) 809-3600 | adviserinfo.sec.gov | |
| Guardsman Private Capital Management, Inc. | Sarasota | $207.9 million | 101 | 3 | Not listed | (941) 349-9200 | adviserinfo.sec.gov | |
| Ffo Investments LLC | Tampa | $207.1 million | 160 | 5 | Not listed | (302) 584-3415 | thefractionalfamilyoffice.com | adviserinfo.sec.gov |
| Stillwater Wealth Management Group LLC | Juno Beach | $206.6 million | 500 | 3 | Not listed | (561) 214-4125 | adviserinfo.sec.gov | |
| SRT Group LLC | West Palm Beach | $205.6 million | 1 | 28 | 1 | (561) 510-1919 | adviserinfo.sec.gov | |
| 021 Investments LLC | Miami | $205 million | 4 | 5 | 3 | (212) 202-1730 | adviserinfo.sec.gov | |
| Flavin Financial Services, Inc. | Melbourne | $205 million | 459 | 4 | Not listed | (321) 725-4700 | adviserinfo.sec.gov | |
| Guardant Wealth Advisors | Miami | $204.4 million | 160 | 4 | Not listed | (305) 845-7511 | guardantwealthadvisors.com | adviserinfo.sec.gov |
| Guiry Capital Management, LLC | Palm Beach Gardens | $204.3 million | 56 | 2 | Not listed | (561) 337-5224 | guirycapital.com | adviserinfo.sec.gov |
| Alianza Corp. Investment Advisor | Miami | $204.1 million | 1,207 | 5 | Not listed | (954) 330-1741 | adviserinfo.sec.gov | |
| McDermott Investment Advisors, LLC | Naples | $203.3 million | 619 | 10 | Not listed | (610) 882-1460 | mcdermottadvisors.com | adviserinfo.sec.gov |
| Syntax Research, Inc. | Boca Raton | $202.9 million | 230 | 2 | 1 | (855) 796-8296 | syntaxresearch.com | adviserinfo.sec.gov |
| Campbell Financial Partners, LLC | Fort Myers | $202.7 million | 522 | 2 | Not listed | (239) 454-5333 | campbellfinancialpartners.com | adviserinfo.sec.gov |
| Simetria Advisory Group LLC | Miami | $201.6 million | 417 | 14 | Not listed | (305) 860-0770 | adviserinfo.sec.gov | |
| Level One Fund | Miami | $201.5 million | 2 | 5 | 2 | (786) 796-7095 | adviserinfo.sec.gov | |
| Saul Wealth Advisors, LLC | Miami | $201.5 million | 349 | 4 | Not listed | (212) 457-1990 | saulwealthadvisors.com | adviserinfo.sec.gov |
| Urs Advisory | Jupiter | $200.3 million | 536 | 7 | Not listed | (561) 594-0100 | ursadvisory.com | adviserinfo.sec.gov |
| Rwa Advisors | Boca Raton | $199.1 million | 221 | 4 | Not listed | (561) 288-1160 | rubinwealthadvisors.com | adviserinfo.sec.gov |
| Osprey Capital Management Corp. | Miami Beach | $197.2 million | 1 | 1 | Not listed | (305) 608-0807 | adviserinfo.sec.gov | |
| Grand Central Investment Group, LLC | Tampa | $196.2 million | 343 | 5 | Not listed | (813) 251-4200 | adviserinfo.sec.gov | |
| Balance Capital Partners L.P. | Miami | $195.7 million | 2 | 3 | 2 | (646) 970-4008 | adviserinfo.sec.gov | |
| Amuni Financial, Inc. | St Petersburg | $194.6 million | 454 | 21 | Not listed | (727) 825-0522 | adviserinfo.sec.gov | |
| Neil Jesani Wealth Management | Sunrise | $194.2 million | 195 | 13 | Not listed | (954) 800-0460 | adviserinfo.sec.gov | |
| Buckley Capital Advisors, LLC | Miami Beach | $193.8 million | 8 | 6 | 1 | (347) 292-9957 | buckleycapitalpartners.com | adviserinfo.sec.gov |
| One Wealth Investors | Boca Raton | $193.5 million | 465 | 5 | Not listed | (561) 289-8105 | onewealthinvestors.com | adviserinfo.sec.gov |
| Kazazian Asset Management, LLC | Fort Lauderdale | $193.3 million | 3 | 2 | 1 | (917) 365-6509 | kazaziancapital.com | adviserinfo.sec.gov |
| Setchfield Asset Management | Bradenton | $192.8 million | 351 | 2 | Not listed | (303) 627-1099 | setchfieldassociates.com | adviserinfo.sec.gov |
| Numa | Miami | $192.7 million | 195 | 10 | Not listed | (786) 315-4824 | numa.ws | adviserinfo.sec.gov |
| Davis Private Wealth, LLC | Royal Palm Beach | $192.7 million | 609 | 3 | Not listed | (561) 284-8999 | adviserinfo.sec.gov | |
| Calumet Capital Partners LLC | Miami | $191 million | 3 | 3 | Not listed | (312) 543-2102 | adviserinfo.sec.gov | |
| Aegis Wealth Management, LLC | Maitland | $190.4 million | 456 | 4 | Not listed | (407) 831-3660 | aegiswm.com | adviserinfo.sec.gov |
| Armada Advisors | Pensacola | $190.3 million | 692 | 2 | Not listed | (850) 497-6167 | armadaadvisors.com | adviserinfo.sec.gov |
| Financial Independence Advisors, LLC | Jacksonville | $189.6 million | 393 | 8 | Not listed | (904) 605-4545 | fiajacksonville.com | adviserinfo.sec.gov |
| Siler Wealth Management | Longwood | $188.6 million | 1,165 | 6 | Not listed | (407) 831-8002 | silerwealth.com | adviserinfo.sec.gov |
| Amicorp Wealth Services | Miami | $188.5 million | 13 | 3 | Not listed | (786) 842-1075 | amicorp.com | adviserinfo.sec.gov |
| SFG Wealth Advisors, LLC | Tampa | $187.7 million | 779 | 6 | Not listed | (813) 251-9095 | sfgtampa.com | adviserinfo.sec.gov |
| Picea Capital LLC | Miami | $186.8 million | 15 | 3 | Not listed | (786) 871-3300 | adviserinfo.sec.gov | |
| Merited Wealth, LLC | North Bay Village | $186.1 million | 463 | 8 | Not listed | (305) 722-0091 | satwealthman.com | adviserinfo.sec.gov |
| Vigil Wealth Management, LLC | Ponte Vedra Beach | $186 million | 417 | 4 | Not listed | (904) 709-4810 | vigilwealthmanagement.com | adviserinfo.sec.gov |
| Schrum Private Wealth Management, LLC | Saint Augustine | $185.9 million | 355 | 3 | Not listed | (904) 825-0422 | schrumpw.com | adviserinfo.sec.gov |
| Niles Investment Management, LLC | Plantation | $185.5 million | 4 | 4 | 2 | (305) 813-0484 | nilesinvestmentmanagement.com | adviserinfo.sec.gov |
| Rivertree Advisors, LLC | Winter Park | $184.4 million | 342 | 3 | Not listed | (407) 599-1104 | rivertree.co | adviserinfo.sec.gov |
| Global Wealth Management, L.C. | Deerfield Beach | $184.2 million | 34 | 4 | Not listed | (341) 201-5599 | gwm-ch.com | adviserinfo.sec.gov |
| Nverses Capital, LLC | Wellington | $184.1 million | 1 | 11 | Not listed | (732) 742-7703 | nversescapital.com | adviserinfo.sec.gov |
| Econologics Financial Advisors | Largo | $183.2 million | 708 | 18 | Not listed | (727) 588-1540 | wealthforveterinarians.com | adviserinfo.sec.gov |
| Sandy Morris Financial & Estate Planning Services, LLC | Tampa | $183.1 million | 1,024 | 8 | Not listed | (813) 443-0879 | adviserinfo.sec.gov | |
| Allegiance Financial Advisors, Inc. | Jacksonville | $181.9 million | 480 | 7 | Not listed | (904) 642-4401 | allegianceadvisors.com | adviserinfo.sec.gov |
| Bradesco Global Advisors | Coral Gables | $181.5 million | 1,196 | 21 | Not listed | (305) 523-6536 | bradescoinvest.us | adviserinfo.sec.gov |
| Rutherford Asset Planning, Inc. | Tampa | $181.3 million | 254 | 2 | Not listed | (813) 343-4501 | rutherfordasset.com | adviserinfo.sec.gov |
| Murphy Clarke Williams & Stone LLC | Miami Beach | $181.2 million | 1 | 2 | Not listed | (305) 954-1521 | mcwstone.com | adviserinfo.sec.gov |
| Chronos Capital Advisors LLC | Miami | $181.1 million | 6 | 2 | Not listed | (786) 703-4996 | chronosfo.com | adviserinfo.sec.gov |
| Horowitz & Company, Inc. | Fort Lauderdale | $180.7 million | 429 | 2 | Not listed | (954) 349-0800 | adviserinfo.sec.gov | |
| River City Wealth Management | Jacksonville | $179.6 million | 367 | 4 | Not listed | (904) 374-9098 | rivercitywealth.com | adviserinfo.sec.gov |
| Allaria Asset Management, LLC | Miami | $179.6 million | 19 | 6 | Not listed | (786) 686-5400 | allariasecurities.com | adviserinfo.sec.gov |
| Palm Wealth Partners | Boca Raton | $179.3 million | 1,232 | 9 | Not listed | (954) 632-2555 | palmwealthpartners.com | adviserinfo.sec.gov |
| Familywealth Asset Management | Lake Mary | $177 million | 753 | 4 | Not listed | (866) 746-3743 | familywealth.us | adviserinfo.sec.gov |
| Parable Wealth Advisors | St Augustine | $176.3 million | 271 | 5 | Not listed | (904) 420-0008 | parableadvisors.com | adviserinfo.sec.gov |
| Together Planning | Gainesville | $176 million | 587 | 4 | Not listed | (352) 221-9300 | adviserinfo.sec.gov | |
| Fellowship Financial Group | Maitland | $175.9 million | 1,025 | 7 | Not listed | (407) 949-5888 | adviserinfo.sec.gov | |
| Macke Financial Advisory Group | Fort Myers | $175.7 million | 479 | 5 | Not listed | (239) 275-1122 | greatergiftsfo.com | adviserinfo.sec.gov |
| The Atlas Financial Group | Miami | $174.9 million | 71 | 4 | Not listed | (786) 233-6233 | theatlasfinancialgroup.com | adviserinfo.sec.gov |
| Corrales & Co. | Miami | $174.2 million | 738 | 10 | Not listed | (239) 421-5359 | adviserinfo.sec.gov | |
| Winning Points Advisors, L.L.C. | Boca Raton | $173.1 million | 326 | 2 | Not listed | (561) 367-9111 | thewinningpoints.com | adviserinfo.sec.gov |
| Azzendo Wealth Advisors | Hollywood | $173.1 million | 313 | 2 | Not listed | (954) 986-0633 | adviserinfo.sec.gov | |
| Stronghold Wealth Management L.L.C. | Tampa | $172.9 million | 579 | 2 | Not listed | (813) 775-7099 | adviserinfo.sec.gov | |
| Vizcaya Capital Partners LLC | Miami | $172.5 million | 27 | 3 | 27 | (305) 602-5725 | adviserinfo.sec.gov | |
| Nexwealth LLC | Palm Beach Gardens | $172.2 million | 172 | 6 | Not listed | (561) 971-3939 | nexwealthllc.com | adviserinfo.sec.gov |
| Nightview Capital, LLC | Clearwater | $171.9 million | 2 | 4 | 1 | (866) 666-7156 | adviserinfo.sec.gov | |
| Chesapeake Capital Corporation | Tampa | $171.9 million | 4 | 6 | Not listed | (804) 836-1617 | adviserinfo.sec.gov | |
| Evolution Wealth Management Inc. | Fort Myers | $171.7 million | 721 | 7 | Not listed | (239) 771-8696 | adviserinfo.sec.gov | |
| Harbor Ithaka | Aventura | $171.2 million | 70 | 7 | 10 | (305) 755-7600 | hbr-itk.com | adviserinfo.sec.gov |
| Yandell Investments, LLC | Orlando | $171 million | 337 | 2 | Not listed | (407) 898-5777 | adviserinfo.sec.gov | |
| Stone House Partners | Bay Harbor Islands | $169.8 million | 2 | 2 | 1 | (212) 543-1500 | stonehousemgt.com | adviserinfo.sec.gov |
| Path Capital Partners, LLC | North Miami Beach | $169 million | 3 | 4 | 3 | (305) 808-6140 | adviserinfo.sec.gov | |
| Zinnia Wealth Advisory, LLC | Ocala | $168.8 million | 1,455 | 11 | Not listed | (352) 368-3680 | zinniawealth.com | adviserinfo.sec.gov |
| Dipaolo Financial Group, Inc. | Lutz | $168 million | 1,137 | 9 | Not listed | (813) 475-3130 | dipaolofinancial.com | adviserinfo.sec.gov |
| Cyber Hornet Etfs LLC | St. Petersburg | $167.6 million | 2 | 12 | Not listed | (727) 502-0808 | adviserinfo.sec.gov | |
| Blanche Park Capital | Miami | $167.3 million | 3 | 3 | Not listed | (720) 565-2700 | bparkcap.com | adviserinfo.sec.gov |
| Participant Capital | Miami | $166.1 million | 6 | 9 | 2 | (800) 581-7227 | adviserinfo.sec.gov | |
| Burgess Chambers & Associates Inc | Orlando | $165.9 million | 22 | 10 | Not listed | (407) 644-0111 | burgesschambers.com | adviserinfo.sec.gov |
| Mutual Trust Advisory Group | Estero | $165.8 million | 491 | 3 | Not listed | (239) 204-4333 | adviserinfo.sec.gov | |
| Structure Wealth Management, LLC | Tampa | $165.7 million | 714 | 2 | Not listed | (813) 295-8906 | structurewm.com | adviserinfo.sec.gov |
| Wisdom Financial Planning | Tampa | $165.6 million | 492 | 3 | Not listed | (813) 254-9500 | wisdomfp.com | adviserinfo.sec.gov |
| Cambier Capital, LLC | Naples | $165.5 million | 252 | 4 | Not listed | (239) 289-1218 | adviserinfo.sec.gov | |
| Bice Wealth Management LLC | Miami | $164.5 million | 65 | 3 | Not listed | (786) 266-4597 | adviserinfo.sec.gov | |
| Naples Money Management LLC | Naples | $164.4 million | 484 | 6 | Not listed | (239) 261-4800 | naplesmoneymanagers.com | adviserinfo.sec.gov |
| Accial Capital Management LLC | Miami | $164.3 million | 4 | 21 | 1 | (508) 983-1498 | accialcapital.com | adviserinfo.sec.gov |
| TLS Advisors LLC | Miami | $164 million | 2 | 10 | 2 | (844) 528-8430 | adviserinfo.sec.gov | |
| Sagace Wealth Management | St. Petersburg | $162.7 million | 263 | 7 | Not listed | (727) 493-9700 | sagacewealth.com | adviserinfo.sec.gov |
| Barnett Capital Advisors LLC | Miami | $161.1 million | 464 | 3 | 1 | (305) 328-8538 | barnettcapitaladvisors.com | adviserinfo.sec.gov |
| Williams Wealth Management Group, Inc. | Bradenton | $161 million | 842 | 1 | Not listed | (941) 756-4500 | williamswealth360.com | adviserinfo.sec.gov |
| Glaxis Capital Management, LLC | Sarasota | $160.8 million | 6 | 5 | 1 | (941) 556-5333 | glaxisllc.com | adviserinfo.sec.gov |
| Cywp Fund | Boca Raton | $160.8 million | 13 | 3 | 13 | (301) 807-6390 | adviserinfo.sec.gov | |
| Dorman Financial Management, P.A. | Maitland | $160.6 million | 758 | 2 | Not listed | (407) 774-6815 | adviserinfo.sec.gov | |
| RBF Capital Management, Inc. | Sarasota | $160.6 million | 41 | 3 | Not listed | (941) 870-1944 | adviserinfo.sec.gov | |
| Inversiones Sura | Miami | $160.2 million | 442 | 1 | Not listed | (305) 448-0014 | inversionessura.com | adviserinfo.sec.gov |
| Fairway Financial, LLC | Casselberry | $159.6 million | 329 | 3 | Not listed | (407) 628-0850 | adviserinfo.sec.gov | |
| Altura Capital | Coral Gables | $159.5 million | 4 | 15 | 4 | (786) 501-8850 | adviserinfo.sec.gov | |
| Fusco Financial Services Inc | Wilton Manors | $159.3 million | 134 | 2 | Not listed | (954) 524-0900 | fusco-finl.com | adviserinfo.sec.gov |
| Strivus Wealth Partners LLC | Jacksonville Beach | $159.1 million | 549 | 4 | Not listed | (904) 685-1505 | strivuswealth.com | adviserinfo.sec.gov |
| Todd Wealth Management LLC | Venice | $158.9 million | 1,275 | 2 | Not listed | (941) 483-3732 | adviserinfo.sec.gov | |
| Waypoints Financial | Sebring | $157.7 million | 648 | 3 | Not listed | (863) 402-5650 | waypointsfinancial.com | adviserinfo.sec.gov |
| Lightview Capital, LLC | West Palm Beach | $157.6 million | 5 | 12 | 5 | (561) 858-1500 | lightviewcapital.com | adviserinfo.sec.gov |
| Lifestyle Freedom Advisory Group, LLC | Bradenton | $156.8 million | 366 | 5 | Not listed | (941) 914-9422 | lifestylefreedom.com | adviserinfo.sec.gov |
| Belhealth Investment Partners, LLC | Fort Lauderdale | $156.7 million | 2 | 5 | 2 | (954) 636-3680 | adviserinfo.sec.gov | |
| Settian Capital LP | Saint Augustine | $156.5 million | 2 | 3 | 1 | (203) 257-0925 | adviserinfo.sec.gov | |
| 401k Generation | Altamonte Springs, | $156.4 million | 161 | 35 | Not listed | (866) 998-5879 | 401kdocs.com | adviserinfo.sec.gov |
| Trellus Management Company, LLC | Delray Beach | $156.3 million | 2 | 5 | 2 | (646) 561-2620 | adviserinfo.sec.gov | |
| Pc3 Partners, LLC | Miami Beach | $156 million | 3 | 5 | 1 | (305) 686-5900 | pc3partners.com | adviserinfo.sec.gov |
| Unify Financial Advisors | Clearwater | $155.8 million | 567 | 3 | Not listed | (727) 306-0299 | unifyfa.com | adviserinfo.sec.gov |
| Bria Capital Group, LLC | Wesley Chapel | $155.1 million | 312 | 5 | Not listed | (813) 448-1122 | briacg.com | adviserinfo.sec.gov |
| Long Short Advisors, LLC | Palm Beach Gardens | $154.2 million | 1 | 4 | Not listed | (215) 399-9409 | longshortadvisors.com | adviserinfo.sec.gov |
| Maggi Investment Services, LLC | Oldmar | $154 million | 515 | 3 | Not listed | (727) 799-1701 | maggifinancial.com | adviserinfo.sec.gov |
| Balanz | Coral Gables | $152.6 million | 66 | 11 | Not listed | (786) 292-7009 | balanz.us | adviserinfo.sec.gov |
| Cramer & Rauchegger, Inc. | Maitland | $151.4 million | 1,700 | 4 | Not listed | (407) 645-4433 | adviserinfo.sec.gov | |
| Unified Wealth Management LLC | Oldsmar | $151.3 million | 972 | 2 | Not listed | (727) 216-8051 | adviserinfo.sec.gov | |
| St. Nicholas Private Asset Management, Inc. | Jacksonville | $151 million | 156 | 3 | Not listed | (904) 470-0102 | adviserinfo.sec.gov | |
| Aureum Wealth Management, LLC | North Palm Beach | $150.6 million | 248 | 4 | Not listed | (561) 209-1120 | aureumwealthmanagement.com | adviserinfo.sec.gov |
| Green Capital Private Wealth | Miami | $150 million | 1 | 3 | Not listed | (800) 615-0794 | gcprivatewealth.com | adviserinfo.sec.gov |
| Clarity Financial Advisors LLC | St. Petersburg | $149.5 million | 2,210 | 9 | Not listed | (816) 786-5031 | theclarityfinancial.com | adviserinfo.sec.gov |
| Fund Advisors of America Inc | Orlando | $149.4 million | 585 | 3 | Not listed | (407) 667-4729 | fundadvisorsofamerica.com | adviserinfo.sec.gov |
| Column Park Asset Management, LP | Cocoa Beach | $148.8 million | 6 | 4 | 2 | (646) 650-5110 | columnpark.com | adviserinfo.sec.gov |
| Accumulator Operations LLC | Coral Gables | $148.4 million | 12 | 29 | 9 | (305) 813-2420 | accumulator.co | adviserinfo.sec.gov |
| Edmp, Inc. | Lutz | $147.4 million | 183 | 3 | Not listed | (813) 960-9600 | edmpinc.org | adviserinfo.sec.gov |
| Entelevest, LLC | Coral Gables | $147 million | 280 | 3 | Not listed | (305) 390-4197 | adviserinfo.sec.gov | |
| Wealthgen Advisors, LLC | Sarasota | $146.6 million | 621 | 2 | Not listed | (941) 706-4151 | adviserinfo.sec.gov | |
| Manna Wealth Management | Miami Beach | $146.1 million | 615 | 2 | Not listed | (305) 306-7107 | adviserinfo.sec.gov | |
| Ki Capital Wealth Management US LLC | Miami | $145.9 million | 101 | 5 | Not listed | (520) 710-0826 | adviserinfo.sec.gov | |
| Parady Wealth Management | The Villages | $145.7 million | 2,877 | 19 | Not listed | (352) 674-3911 | adviserinfo.sec.gov | |
| Spyrnal Financial Group | Bokeelia | $145.5 million | 390 | 4 | Not listed | (239) 282-2835 | adviserinfo.sec.gov | |
| Gullane Capital, LLC | Jacksonville | $145.3 million | 13 | 2 | 13 | (901) 766-1969 | gullanecapital-irm.investorflow.com | adviserinfo.sec.gov |
| James I. Black & Company | Lakeland | $144.1 million | 130 | 10 | Not listed | (863) 686-4163 | jamesiblack.com | adviserinfo.sec.gov |
| BGV Financial Advisors | Miami | $143.8 million | 103 | 2 | Not listed | (305) 615-2101 | adviserinfo.sec.gov | |
| Cypress Capital | Tallahassee | $143.2 million | 484 | 6 | Not listed | (850) 583-5377 | adviserinfo.sec.gov | |
| Personalized Financial Solutions LLC | Clearwater | $142.6 million | 505 | 4 | Not listed | (727) 754-4401 | pfsinvest.com | adviserinfo.sec.gov |
| Financial Trust Asset Management Chartered | Boca Raton | $141.9 million | 400 | 5 | Not listed | (561) 391-8188 | financialtrust.net | adviserinfo.sec.gov |
| Storms & Rowdon Financial Services, Inc. | Ormond Beach | $141.2 million | 411 | 4 | Not listed | (386) 677-0191 | stormsandrowdon.com | adviserinfo.sec.gov |
| Dougherty Investment Advisors | Spring Hill | $141.1 million | 414 | 4 | Not listed | (352) 238-6411 | doughertyinvestments.com | adviserinfo.sec.gov |
| Actitrust Wealth Management LLC | Plantation | $140.5 million | 151 | 7 | Not listed | (754) 229-0051 | bailliageinvestments.com | adviserinfo.sec.gov |
| Chipser Wealth Management, LLC | Destin | $140 million | 391 | 3 | Not listed | (850) 424-6330 | chipserwealthmanagement.com | adviserinfo.sec.gov |
| Bluestar Wealth Management | Lake Mary | $139.8 million | 235 | 2 | Not listed | (888) 788-6478 | adviserinfo.sec.gov | |
| Raven Capital Management LLC | Palm Beach Gardens | $139.3 million | 4 | 23 | 4 | (212) 966-7926 | adviserinfo.sec.gov | |
| Advantage Investing, Inc. | Coral Gables | $138.9 million | 674 | 2 | Not listed | (757) 547-8257 | adviserinfo.sec.gov | |
| Pennantpark Private Income Fund Advisers LLC | Miami Beach | $138.8 million | 1 | 91 | Not listed | (212) 905-1000 | adviserinfo.sec.gov | |
| Howland and Associates, LLC | St Petersburg | $138.7 million | 67 | 5 | Not listed | (813) 333-2900 | adviserinfo.sec.gov | |
| Glassbead Capital Management LLC | Miami Beach | $138 million | 29 | 3 | 2 | (917) 251-4419 | glassbeadcm.com | adviserinfo.sec.gov |
| Prince Asset Management, Inc. | Sarasota | $137.7 million | 271 | 3 | Not listed | (941) 363-9090 | princeassetmanagement.com | adviserinfo.sec.gov |
| Ruggiero Investments | West Palm Beach | $137.6 million | 767 | 5 | Not listed | (800) 777-4726 | adviserinfo.sec.gov | |
| Aventus Investment Advisors, Inc. | Naples | $136.5 million | 406 | 3 | Not listed | (239) 673-0020 | adviserinfo.sec.gov | |
| Luma Capital | Naples | $135.8 million | 72 | 2 | 24 | (239) 659-2888 | lumacapital.com | adviserinfo.sec.gov |
| FR Financial Advisors LLC | Coral Springs | $135.7 million | 310 | 2 | Not listed | (954) 755-0222 | fradv.com | adviserinfo.sec.gov |
| Sparrow Wealth Management | Orlando | $135.2 million | 224 | 1 | Not listed | (877) 330-9191 | adviserinfo.sec.gov | |
| Red Reef Advisors LLC | Boca Raton | $135 million | 323 | 3 | Not listed | (561) 400-3285 | redreefadvisors.com | adviserinfo.sec.gov |
| Epic Advisory Services Corp | Boca Raton | $134.3 million | 179 | 23 | Not listed | (561) 829-2173 | epiccapitalfl.com | adviserinfo.sec.gov |
| Truadvisors | Tampa | $132.7 million | 346 | 4 | Not listed | (813) 212-4000 | truadvisors.com | adviserinfo.sec.gov |
| Tripletail Wealth Management | Orlando | $132.1 million | 155 | 2 | Not listed | (407) 286-4072 | tripletailwealth.com | adviserinfo.sec.gov |
| Secure Wealth, Inc. | Boca Raton | $132 million | 266 | 3 | Not listed | (561) 340-2667 | adviserinfo.sec.gov | |
| Proper Wealth | Tallahassee | $131.8 million | 500 | 7 | Not listed | (850) 972-9725 | adviserinfo.sec.gov | |
| LMPG Wealth Advisors, LLC | Miami | $131.7 million | 135 | 3 | Not listed | (610) 202-9897 | adviserinfo.sec.gov | |
| 1st Discount Brokerage, Inc. | Lake Worth | $131.4 million | 352 | 8 | Not listed | (561) 515-3200 | 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.
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