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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.

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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

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Cic, LLCMarco Island$299.8 million142Not listed(212) 359-0959adviserinfo.sec.gov
Unison Asset Management LLCAventura$298.2 million2651(786) 971-5105unisonam.comadviserinfo.sec.gov
OpinicusTampa$297.1 million1,3307Not listed(813) 443-4767adviserinfo.sec.gov
Matters Capital LLCCoral Gables$296.8 million6032(305) 528-3701matters.capitaladviserinfo.sec.gov
Colbert Investment Management CoMiami$295.8 million1443Not listed(305) 400-9982adviserinfo.sec.gov
Douglas Capital Management IncJacksonville$295.2 million2794Not listed(904) 285-7866douglascapitalmanagement.comadviserinfo.sec.gov
Carpenter, Claydon Advisors, Inc.Maitland$294.9 million4043Not listed(407) 843-0316adviserinfo.sec.gov
N.L.C. LLCBoca Raton$292.2 million16216(631) 896-0041adviserinfo.sec.gov
Madden Advisory Services, Inc.Jacksonville$291.7 million8465Not listed(904) 296-1127adviserinfo.sec.gov
Third Eye Capital Management, LLCMiami Beach$291.3 million1711(732) 447-3019thirdeyecapitalmanagement.comadviserinfo.sec.gov
Cifc Private Credit Management LLCMiami$289.9 million32001(786) 652-3250cifc.comadviserinfo.sec.gov
One Stone Partners L.L.C.Miami$289.7 million934(786) 744-42551stone-llc.comadviserinfo.sec.gov
PFG Private Wealth Management, LLCLutz$289 million1,2027Not listed(813) 286-7776adviserinfo.sec.gov
Yellowstone Capital PartnersGainesville$288.6 million424+573175102771yellowstonecp.comadviserinfo.sec.gov
Skyview Financial Group, LLCPonte Vedra Beach$286.6 million3423Not listed(888) 406-0444adviserinfo.sec.gov
Bau AdvisorsMiami$286.5 million114Not listed(305) 425-1494bauadvisors.comadviserinfo.sec.gov
The Holland Group, Retirement Wealth Advisors, LLCClearwater$286.1 million1,81110Not listed(727) 734-3334thehollandgrp.comadviserinfo.sec.gov
The Palmer Knight CompanyJacksonville$285.4 million2992Not listed(904) 358-9080adviserinfo.sec.gov
Lighthouse RetirementPonte Vedra$284.6 million4961Not listed(772) 299-7169lighthouseretirement.comadviserinfo.sec.gov
Peninsula Asset Management IncBradenton$284.1 million1904Not listed(941) 748-8680peninsulaasset.comadviserinfo.sec.gov
Fdi Wealth Management, LLCMiami$283.8 million3535Not listed(561) 875-7673adviserinfo.sec.gov
Priderock Fund Management Partners, LLCPalm Beach Gardens$283.6 million151015(561) 653-9332adviserinfo.sec.gov
Fig Capital Management, LLCJacksonville$283 million302(904) 378-8098figadvisors.comadviserinfo.sec.gov
CovingtonalsinaJacksonville$282.9 million1,24110Not listed(904) 449-7326adviserinfo.sec.gov
Palm Valley Capital ManagementJacksonville Beach$281.6 million112Not listed(904) 747-2345palmvalleycapital.comadviserinfo.sec.gov
Successful Portfolios LLCClearwater$281.5 million58433(727) 744-3614adviserinfo.sec.gov
Smith Asset Management Co., LLCChiefland$281.2 million1,2737Not listed(352) 493-7700smithamco.comadviserinfo.sec.gov
Seven Hills Financial, LLCTallahassee$280.9 million8955Not listed(850) 219-6699adviserinfo.sec.gov
Harlan Capital Partners LLCPalm Beach$280.8 million696(561) 467-5400adviserinfo.sec.gov
Midtown Investment Advisors LLCMiami$278 million11411(305) 961-1115midtownia.comadviserinfo.sec.gov
Delta Capital Management, LLCMaitland$277.4 million1089Not listed(407) 422-2423deltaadvisor.comadviserinfo.sec.gov
Dominion Portfolio Management, Inc.Tampa$277.1 million78218Not listed(813) 264-0440adviserinfo.sec.gov
Afc Management, LLCWest Palm Beach$275.8 million132Not listed(561) 510-2390advancedflowercapital.comadviserinfo.sec.gov
Chronos Wealth Management, L.L.C.Clearwater$274 million5303Not listed(727) 446-2306chronoswm.comadviserinfo.sec.gov
Private Wealth Group, LLCTampa$274 million6002Not listed(813) 226-1900privatewealthgroup.comadviserinfo.sec.gov
Alpha Zero LLCBoca Raton$269.8 million45617Not listed(561) 576-2599alphazerowealth.comadviserinfo.sec.gov
Barr Financial Services, LLCWinter Park$269.2 million7332Not listed(407) 622-0018barrllc.comadviserinfo.sec.gov
Las Olas Capital Wealth LLCFort Lauderdale$269.1 million477Not listed(954) 289-4692lasolascap.comadviserinfo.sec.gov
Dunn Capital ManagementStuart$269 million127Not listed(772) 286-4777adviserinfo.sec.gov
Riverplace Capital Management IncJacksonville$267.4 million3524Not listed(904) 346-3460riverplacecapital.comadviserinfo.sec.gov
Las Olas Capital Advisors, LLCFort Lauderdale$267.2 million967(954) 289-4692adviserinfo.sec.gov
Win Advisors, IncPalm Beach Gardens$266.8 million1,9414Not listed(561) 472-2000adviserinfo.sec.gov
Raven Music Partners LLCPalm Beach Gardens$265.4 million7237(212) 966-7926adviserinfo.sec.gov
Spraker West Wealth Management, IncWinter Park$265.3 million4746Not listed(407) 478-7899adviserinfo.sec.gov
Innova AdvisorsCoral Gables$264.8 million544Not listed(305) 646-1557innovadvisors.comadviserinfo.sec.gov
Coastal Investment Company, LLCWinter Park$262.9 million41941(888) 411-2280coastalinvestmentco.comadviserinfo.sec.gov
Semus Wealth Partners, LLCBoca Raton$262.7 million6203Not listed(561) 465-7550semuswp.comadviserinfo.sec.gov
Waterstone Financial Advisory LLCFort Myers$262.5 million9545Not listed(239) 288-0977waterstonefs.comadviserinfo.sec.gov
Utopia Wealth Management, LLCCoconut Creek$261.4 million2343Not listed(754) 264-4778utopiawealth.comadviserinfo.sec.gov
Financial Designs Wealth ManagementMiami$261.2 million1816Not listed(786) 388-0070financialdesignswealth.comadviserinfo.sec.gov
Trustwell Financial Advisors, LLCJacksonville$260.8 million1,0197Not listed(904) 996-7800adviserinfo.sec.gov
Bridge Generations Wealth ManagementSouth Miami$259.8 million4727Not listed(305) 666-9411bridgewm.comadviserinfo.sec.gov
Davis Capital ManagementJacksonville$259 million1,0515Not listed(904) 223-0510adviserinfo.sec.gov
Aft, Forsyth and Company, Inc.Jupiter$258.6 million1762Not listed(561) 296-6680adviserinfo.sec.gov
Geosphere Capital Management, LLCMiami Beach$258.4 million562(212) 616-1100geospherecap.comadviserinfo.sec.gov
McDonough Capital Management, Inc.Orlando$258.2 million5923Not listed(407) 248-9647adviserinfo.sec.gov
Genrock Capital Management, LPPalm Beach$257.6 million242(212) 301-0770genrock.comadviserinfo.sec.gov
GLD Advisors, LLCMiami Beach$257.3 million141(212) 257-5790adviserinfo.sec.gov
Center for Asset Management, LLCPalm Beach Gardens$257.1 million9396Not listed(561) 625-0900adviserinfo.sec.gov
Rd Lewis Wealth ManagementMaitland$256.8 million8528Not listed(407) 446-3737adviserinfo.sec.gov
Krusen Capital Management, LLCWest Palm Beach$255.7 million21721(561) 370-7439krusencapital.comadviserinfo.sec.gov
Blacktower Financial Management (US) LLCOrlando$254.4 million48029Not listed(407) 362-7753adviserinfo.sec.gov
Mendon Capital Advisors CorpKey Largo$253.8 million341(585) 770-1770mendoncapital.comadviserinfo.sec.gov
Washburn Capital Management Inc.Vero Beach$253.6 million5243Not listed(772) 564-7291washburncapital.comadviserinfo.sec.gov
Abf Investment Management, LLCMiami$253.2 million3101(786) 564-2029gr-am.comadviserinfo.sec.gov
Bridges Capital LLCFort Lauderdale$251.6 million1271Not listed(954) 271-1075adviserinfo.sec.gov
Mariaca Wealth Management, LLCWellington$251.1 million6866Not listed(561) 650-8061passporttoretirement.comadviserinfo.sec.gov
Karlov Street Capital, LLCBoca Raton$251 million30430(847) 503-9393karlovstreet.comadviserinfo.sec.gov
Cogent Private WealthOrlando$250.3 million2648Not listed(407) 887-4965cogentprivatewealth.comadviserinfo.sec.gov
Qso Capital Management LLCFort Lauderdale$250 million532(732) 332-2494qsocapital.comadviserinfo.sec.gov
FirstrustDaytona Beach$250 million1286Not listed(386) 788-3737financialteam.comadviserinfo.sec.gov
Kutumb Investments LLCPalm Beach Gardens$250 million23Not listed(212) 970-5590kutumbinvestments.comadviserinfo.sec.gov
Oxenfree FinancialMelbourne$249.8 million1,9838Not listed(321) 722-7882adviserinfo.sec.gov
E. Batoff & Co., Inc.Tampa$249.2 million331Not listed(813) 248-3467adviserinfo.sec.gov
Cassedy Financial Group, Inc.Tampa$248.4 million4594Not listed(813) 251-0004cassedyfinancialgroup.comadviserinfo.sec.gov
Nova Wealth Management, Inc.Bonita Springs$247.5 million7397Not listed(239) 444-1794novawealthmanagement.comadviserinfo.sec.gov
Rinaldi Wealth Management, Inc.Bonita Springs$243.2 million8413Not listed(239) 444-6111adviserinfo.sec.gov
Matthias Private Wealth, LLCWinter Park$242.8 million42612Not listed(407) 691-3300matthiaspw.comadviserinfo.sec.gov
Chiron Capital Management, LLCTallahassee$242.6 million9104Not listed(850) 775-1939chironcapital.comadviserinfo.sec.gov
Seminole Advisory Services, LLCBellair Bluffs$242.5 million141(727) 331-8444seminolefs.comadviserinfo.sec.gov
Mori Huston PartnersMiami$241.6 million7221(305) 856-9304morihuston.comadviserinfo.sec.gov
Wealth Management CorporationTallahassee$241.5 million1,6416Not listed(850) 894-7526wealthmanagementcorp.comadviserinfo.sec.gov
Treasure Coast Financial Planning, Inc.Vero Beach$241.5 million6616Not listed(772) 231-1422theplanningco.comadviserinfo.sec.gov
DFN Management LLC.Tampa$241.4 million262(866) 296-4420adviserinfo.sec.gov
Bassam Wealth Management, LLCPalm Beach$241 million1763Not listed(561) 494-6391bassamwealthmanagement.comadviserinfo.sec.gov
True Wealth Advisory GroupMiami$240.1 million2604Not listed(786) 358-0050adviserinfo.sec.gov
Loyola Asset Management LLCCoral Gables$239.9 million6351(305) 377-1941loyola-asset.comadviserinfo.sec.gov
Smith BruerTallahassee$238.5 million4586Not listed(850) 877-0803smithbruer.comadviserinfo.sec.gov
Golden Road Advisors LLCTampa$237.7 million4594Not listed(813) 491-1593goldenroadadvisors.comadviserinfo.sec.gov
Pento Portfolio Strategies, LLCNaples$237.3 million8743Not listed(732) 772-9500adviserinfo.sec.gov
Creo Capital Partners Management LLCMiami$235.5 million262(305) 998-0078adviserinfo.sec.gov
MBF Healthcare Management II, LLCCoral Gables$235 million2112(305) 476-5161mbfhp.comadviserinfo.sec.gov
Kingsman Wealth Management Inc.Pensacola$235 million2193Not listed(850) 565-3780adviserinfo.sec.gov
Plan to Prosper Wealth ManagementOrmond Beach$234.3 million6514Not listed(386) 271-2127myplantoprosper.comadviserinfo.sec.gov
Belleair Asset Management, LLCBelleair Bluffs$234.3 million3664Not listed(727) 586-3541belleairam.comadviserinfo.sec.gov
Anchor Wealth Management Group LLCWest Palm Beach$233 million6301Not listed(561) 228-8688anchorwealthgroup.comadviserinfo.sec.gov
Reshape WealthBoca Raton$232.2 million6483Not listed(646) 626-7902reshapewealth.comadviserinfo.sec.gov
L&S Investment Advisors, LLCMiami$231.4 million3998Not listed(786) 241-7000ls.financeadviserinfo.sec.gov
Andrew Hill Investment Advisors, Inc.Naples$231.3 million4904Not listed(239) 450-3999adviserinfo.sec.gov
Las Olas Venture CapitalFort Lauderdale$231.2 million13613(954) 667-7159adviserinfo.sec.gov
UnimarMiami$230.8 million4336(305) 797-9124unimarfinancial.comadviserinfo.sec.gov
Primoris Wealth Advisors, LLCNorth Palm Beach$230 million5527Not listed(561) 296-0796primoriswealthadvisors.comadviserinfo.sec.gov
Turner Financial Group, Inc.Pace$229.6 million1,13212Not listed(850) 995-1797gfthomasadvisory.comadviserinfo.sec.gov
Velvet Sea VenturesWest Palm Beach$229.1 million696(248) 594-4751velvetseavc.comadviserinfo.sec.gov
Alterna Equity Partners Management LLCFort Lauderdale$228 million383(954) 703-2020alternaequitypartners.comadviserinfo.sec.gov
Naples Wealth PlanningBonita Springs$226.9 million45213Not listed(239) 330-4183napleswealthplanning.comadviserinfo.sec.gov
Align Private CapitalSarasota$226.2 million362(917) 365-9073alignprivatecapital.comadviserinfo.sec.gov
Elevation Advisory Partners LLCOrlando$226 million1,0075Not listed(913) 827-4588harrisoncapitalmanagement.comadviserinfo.sec.gov
Angelus Investment Consulting, Inc.Coral Gables$226 million672Not listed(305) 928-1551angelusinvestment.comadviserinfo.sec.gov
Dragus Capital, LLCCoral Gables$225.9 million1085Not listed(786) 477-5777draguscapital.comadviserinfo.sec.gov
Welcy Capital Advisors LLCMiami$225.7 million21102(786) 353-0036adviserinfo.sec.gov
Oceanis Financial Advisors, Inc.Miami$225.6 million822Not listed(305) 330-4398adviserinfo.sec.gov
The Tenret Company, LLCTampa$225.4 million1581Not listed(727) 599-6201adviserinfo.sec.gov
Buckeye-PacificNaples$225.4 million432(312) 858-1670twinlakefunds.comadviserinfo.sec.gov
Allied Private WealthBoca Raton$224.5 million4174Not listed(954) 576-9192alliedprivatewealth.comadviserinfo.sec.gov
Orca Wealth Management, LLCNew Port Richey$224.4 million4253Not listed(727) 938-1600adviserinfo.sec.gov
Bucket List Wealth Management, LLCThe Villages$224.2 million1,4372Not listed(352) 307-8652bucketlistwealth.comadviserinfo.sec.gov
Sterling Wealth Advisors, Inc.Plantation$223.5 million3487Not listed(954) 771-1313sterlingwealthadvisors.comadviserinfo.sec.gov
Riverglades Family Offices, LLCNaples$221.4 million2002Not listed(239) 263-4079rivergladesfo.comadviserinfo.sec.gov
Lynx Advisory PartnersCoral Gables$221.4 million1137Not listed(305) 772-7137lynx-ap.comadviserinfo.sec.gov
Pullen Investment ManagementBradenton$221 million2315Not listed(941) 361-2195adviserinfo.sec.gov
Agis Management LLCClearwater$220.2 million1121(617) 350-9894agiscapital.comadviserinfo.sec.gov
Motiv8 Investments LLCPort St Lucie$219.1 million1,33721Not listed(772) 247-4488adviserinfo.sec.gov
Ironclad Investments LLCMaitland$217.9 million12Not listed(407) 982-1888ironcladfunds.comadviserinfo.sec.gov
Mara River Capital Management, LPCoral Gables$217.7 million431(214) 478-8750mararivercapital.comadviserinfo.sec.gov
Wealthtrust Asset Management, LLCDestin$217.4 million5537Not listed(850) 460-8444wealthtrustam.comadviserinfo.sec.gov
Blackridge Asset Management, LLCJupiter$216.7 million69669Not listed(561) 641-5050peakbrokerageservices.comadviserinfo.sec.gov
Delta Advisory Group, Inc.Maitland$216.3 million9308Not listed(407) 331-9213deltaadvisory.comadviserinfo.sec.gov
Sky Alpha Asset AdvisorsBoca Raton$216 million3183Not listed(561) 410-7790skyalphaadvisors.comadviserinfo.sec.gov
Ponta Wealth Partners, LLCWinter Park$214.3 million624Not listed(407) 490-4820pontawealth.comadviserinfo.sec.gov
Global Trust Wealth Management LLCWest Palm Beach$213.7 million2925Not listed(561) 207-9696globaltrustwealth.comadviserinfo.sec.gov
Gunn & Company Investment Management, Inc.Jacksonville$213.5 million4335Not listed(904) 296-2025gunncoim.comadviserinfo.sec.gov
PFS Signature WealthTampa$211.6 million5737Not listed(877) 642-6110pfsfirm.comadviserinfo.sec.gov
Atlantic Family Wealth, LLCCoral Gables$210.1 million5584Not listed(305) 222-0977atlanticfamilywealth.comadviserinfo.sec.gov
Pare Partners II LLCMiami$210 million13207(786) 866-8010adviserinfo.sec.gov
Advisory Investor Services LLCMiami$209.9 million23112Not listed(786) 462-6044advisoryinvestorservices.comadviserinfo.sec.gov
Sunstate Wealth Management LLCCoral Gables$209.8 million64Not listed(305) 567-5524sunstatefl.comadviserinfo.sec.gov
Img Wealth Management, Inc.Jacksonville$209.7 million1,3557Not listed(904) 731-9955imgwealthmanagement.comadviserinfo.sec.gov
Shellman Investment Management, LLCCoral Gables$209.6 million1784Not listed(786) 655-6180shellmaninvest.comadviserinfo.sec.gov
Southcol AdvisorsNaples$208.7 million374Not listed(239) 228-8747adviserinfo.sec.gov
Ucap AmericasMiami$208.2 million18414Not listed(646) 809-3600adviserinfo.sec.gov
Guardsman Private Capital Management, Inc.Sarasota$207.9 million1013Not listed(941) 349-9200adviserinfo.sec.gov
Ffo Investments LLCTampa$207.1 million1605Not listed(302) 584-3415thefractionalfamilyoffice.comadviserinfo.sec.gov
Stillwater Wealth Management Group LLCJuno Beach$206.6 million5003Not listed(561) 214-4125adviserinfo.sec.gov
SRT Group LLCWest Palm Beach$205.6 million1281(561) 510-1919adviserinfo.sec.gov
021 Investments LLCMiami$205 million453(212) 202-1730adviserinfo.sec.gov
Flavin Financial Services, Inc.Melbourne$205 million4594Not listed(321) 725-4700adviserinfo.sec.gov
Guardant Wealth AdvisorsMiami$204.4 million1604Not listed(305) 845-7511guardantwealthadvisors.comadviserinfo.sec.gov
Guiry Capital Management, LLCPalm Beach Gardens$204.3 million562Not listed(561) 337-5224guirycapital.comadviserinfo.sec.gov
Alianza Corp. Investment AdvisorMiami$204.1 million1,2075Not listed(954) 330-1741adviserinfo.sec.gov
McDermott Investment Advisors, LLCNaples$203.3 million61910Not listed(610) 882-1460mcdermottadvisors.comadviserinfo.sec.gov
Syntax Research, Inc.Boca Raton$202.9 million23021(855) 796-8296syntaxresearch.comadviserinfo.sec.gov
Campbell Financial Partners, LLCFort Myers$202.7 million5222Not listed(239) 454-5333campbellfinancialpartners.comadviserinfo.sec.gov
Simetria Advisory Group LLCMiami$201.6 million41714Not listed(305) 860-0770adviserinfo.sec.gov
Level One FundMiami$201.5 million252(786) 796-7095adviserinfo.sec.gov
Saul Wealth Advisors, LLCMiami$201.5 million3494Not listed(212) 457-1990saulwealthadvisors.comadviserinfo.sec.gov
Urs AdvisoryJupiter$200.3 million5367Not listed(561) 594-0100ursadvisory.comadviserinfo.sec.gov
Rwa AdvisorsBoca Raton$199.1 million2214Not listed(561) 288-1160rubinwealthadvisors.comadviserinfo.sec.gov
Osprey Capital Management Corp.Miami Beach$197.2 million11Not listed(305) 608-0807adviserinfo.sec.gov
Grand Central Investment Group, LLCTampa$196.2 million3435Not listed(813) 251-4200adviserinfo.sec.gov
Balance Capital Partners L.P.Miami$195.7 million232(646) 970-4008adviserinfo.sec.gov
Amuni Financial, Inc.St Petersburg$194.6 million45421Not listed(727) 825-0522adviserinfo.sec.gov
Neil Jesani Wealth ManagementSunrise$194.2 million19513Not listed(954) 800-0460adviserinfo.sec.gov
Buckley Capital Advisors, LLCMiami Beach$193.8 million861(347) 292-9957buckleycapitalpartners.comadviserinfo.sec.gov
One Wealth InvestorsBoca Raton$193.5 million4655Not listed(561) 289-8105onewealthinvestors.comadviserinfo.sec.gov
Kazazian Asset Management, LLCFort Lauderdale$193.3 million321(917) 365-6509kazaziancapital.comadviserinfo.sec.gov
Setchfield Asset ManagementBradenton$192.8 million3512Not listed(303) 627-1099setchfieldassociates.comadviserinfo.sec.gov
NumaMiami$192.7 million19510Not listed(786) 315-4824numa.wsadviserinfo.sec.gov
Davis Private Wealth, LLCRoyal Palm Beach$192.7 million6093Not listed(561) 284-8999adviserinfo.sec.gov
Calumet Capital Partners LLCMiami$191 million33Not listed(312) 543-2102adviserinfo.sec.gov
Aegis Wealth Management, LLCMaitland$190.4 million4564Not listed(407) 831-3660aegiswm.comadviserinfo.sec.gov
Armada AdvisorsPensacola$190.3 million6922Not listed(850) 497-6167armadaadvisors.comadviserinfo.sec.gov
Financial Independence Advisors, LLCJacksonville$189.6 million3938Not listed(904) 605-4545fiajacksonville.comadviserinfo.sec.gov
Siler Wealth ManagementLongwood$188.6 million1,1656Not listed(407) 831-8002silerwealth.comadviserinfo.sec.gov
Amicorp Wealth ServicesMiami$188.5 million133Not listed(786) 842-1075amicorp.comadviserinfo.sec.gov
SFG Wealth Advisors, LLCTampa$187.7 million7796Not listed(813) 251-9095sfgtampa.comadviserinfo.sec.gov
Picea Capital LLCMiami$186.8 million153Not listed(786) 871-3300adviserinfo.sec.gov
Merited Wealth, LLCNorth Bay Village$186.1 million4638Not listed(305) 722-0091satwealthman.comadviserinfo.sec.gov
Vigil Wealth Management, LLCPonte Vedra Beach$186 million4174Not listed(904) 709-4810vigilwealthmanagement.comadviserinfo.sec.gov
Schrum Private Wealth Management, LLCSaint Augustine$185.9 million3553Not listed(904) 825-0422schrumpw.comadviserinfo.sec.gov
Niles Investment Management, LLCPlantation$185.5 million442(305) 813-0484nilesinvestmentmanagement.comadviserinfo.sec.gov
Rivertree Advisors, LLCWinter Park$184.4 million3423Not listed(407) 599-1104rivertree.coadviserinfo.sec.gov
Global Wealth Management, L.C.Deerfield Beach$184.2 million344Not listed(341) 201-5599gwm-ch.comadviserinfo.sec.gov
Nverses Capital, LLCWellington$184.1 million111Not listed(732) 742-7703nversescapital.comadviserinfo.sec.gov
Econologics Financial AdvisorsLargo$183.2 million70818Not listed(727) 588-1540wealthforveterinarians.comadviserinfo.sec.gov
Sandy Morris Financial & Estate Planning Services, LLCTampa$183.1 million1,0248Not listed(813) 443-0879adviserinfo.sec.gov
Allegiance Financial Advisors, Inc.Jacksonville$181.9 million4807Not listed(904) 642-4401allegianceadvisors.comadviserinfo.sec.gov
Bradesco Global AdvisorsCoral Gables$181.5 million1,19621Not listed(305) 523-6536bradescoinvest.usadviserinfo.sec.gov
Rutherford Asset Planning, Inc.Tampa$181.3 million2542Not listed(813) 343-4501rutherfordasset.comadviserinfo.sec.gov
Murphy Clarke Williams & Stone LLCMiami Beach$181.2 million12Not listed(305) 954-1521mcwstone.comadviserinfo.sec.gov
Chronos Capital Advisors LLCMiami$181.1 million62Not listed(786) 703-4996chronosfo.comadviserinfo.sec.gov
Horowitz & Company, Inc.Fort Lauderdale$180.7 million4292Not listed(954) 349-0800adviserinfo.sec.gov
River City Wealth ManagementJacksonville$179.6 million3674Not listed(904) 374-9098rivercitywealth.comadviserinfo.sec.gov
Allaria Asset Management, LLCMiami$179.6 million196Not listed(786) 686-5400allariasecurities.comadviserinfo.sec.gov
Palm Wealth PartnersBoca Raton$179.3 million1,2329Not listed(954) 632-2555palmwealthpartners.comadviserinfo.sec.gov
Familywealth Asset ManagementLake Mary$177 million7534Not listed(866) 746-3743familywealth.usadviserinfo.sec.gov
Parable Wealth AdvisorsSt Augustine$176.3 million2715Not listed(904) 420-0008parableadvisors.comadviserinfo.sec.gov
Together PlanningGainesville$176 million5874Not listed(352) 221-9300adviserinfo.sec.gov
Fellowship Financial GroupMaitland$175.9 million1,0257Not listed(407) 949-5888adviserinfo.sec.gov
Macke Financial Advisory GroupFort Myers$175.7 million4795Not listed(239) 275-1122greatergiftsfo.comadviserinfo.sec.gov
The Atlas Financial GroupMiami$174.9 million714Not listed(786) 233-6233theatlasfinancialgroup.comadviserinfo.sec.gov
Corrales & Co.Miami$174.2 million73810Not listed(239) 421-5359adviserinfo.sec.gov
Winning Points Advisors, L.L.C.Boca Raton$173.1 million3262Not listed(561) 367-9111thewinningpoints.comadviserinfo.sec.gov
Azzendo Wealth AdvisorsHollywood$173.1 million3132Not listed(954) 986-0633adviserinfo.sec.gov
Stronghold Wealth Management L.L.C.Tampa$172.9 million5792Not listed(813) 775-7099adviserinfo.sec.gov
Vizcaya Capital Partners LLCMiami$172.5 million27327(305) 602-5725adviserinfo.sec.gov
Nexwealth LLCPalm Beach Gardens$172.2 million1726Not listed(561) 971-3939nexwealthllc.comadviserinfo.sec.gov
Nightview Capital, LLCClearwater$171.9 million241(866) 666-7156adviserinfo.sec.gov
Chesapeake Capital CorporationTampa$171.9 million46Not listed(804) 836-1617adviserinfo.sec.gov
Evolution Wealth Management Inc.Fort Myers$171.7 million7217Not listed(239) 771-8696adviserinfo.sec.gov
Harbor IthakaAventura$171.2 million70710(305) 755-7600hbr-itk.comadviserinfo.sec.gov
Yandell Investments, LLCOrlando$171 million3372Not listed(407) 898-5777adviserinfo.sec.gov
Stone House PartnersBay Harbor Islands$169.8 million221(212) 543-1500stonehousemgt.comadviserinfo.sec.gov
Path Capital Partners, LLCNorth Miami Beach$169 million343(305) 808-6140adviserinfo.sec.gov
Zinnia Wealth Advisory, LLCOcala$168.8 million1,45511Not listed(352) 368-3680zinniawealth.comadviserinfo.sec.gov
Dipaolo Financial Group, Inc.Lutz$168 million1,1379Not listed(813) 475-3130dipaolofinancial.comadviserinfo.sec.gov
Cyber Hornet Etfs LLCSt. Petersburg$167.6 million212Not listed(727) 502-0808adviserinfo.sec.gov
Blanche Park CapitalMiami$167.3 million33Not listed(720) 565-2700bparkcap.comadviserinfo.sec.gov
Participant CapitalMiami$166.1 million692(800) 581-7227adviserinfo.sec.gov
Burgess Chambers & Associates IncOrlando$165.9 million2210Not listed(407) 644-0111burgesschambers.comadviserinfo.sec.gov
Mutual Trust Advisory GroupEstero$165.8 million4913Not listed(239) 204-4333adviserinfo.sec.gov
Structure Wealth Management, LLCTampa$165.7 million7142Not listed(813) 295-8906structurewm.comadviserinfo.sec.gov
Wisdom Financial PlanningTampa$165.6 million4923Not listed(813) 254-9500wisdomfp.comadviserinfo.sec.gov
Cambier Capital, LLCNaples$165.5 million2524Not listed(239) 289-1218adviserinfo.sec.gov
Bice Wealth Management LLCMiami$164.5 million653Not listed(786) 266-4597adviserinfo.sec.gov
Naples Money Management LLCNaples$164.4 million4846Not listed(239) 261-4800naplesmoneymanagers.comadviserinfo.sec.gov
Accial Capital Management LLCMiami$164.3 million4211(508) 983-1498accialcapital.comadviserinfo.sec.gov
TLS Advisors LLCMiami$164 million2102(844) 528-8430adviserinfo.sec.gov
Sagace Wealth ManagementSt. Petersburg$162.7 million2637Not listed(727) 493-9700sagacewealth.comadviserinfo.sec.gov
Barnett Capital Advisors LLCMiami$161.1 million46431(305) 328-8538barnettcapitaladvisors.comadviserinfo.sec.gov
Williams Wealth Management Group, Inc.Bradenton$161 million8421Not listed(941) 756-4500williamswealth360.comadviserinfo.sec.gov
Glaxis Capital Management, LLCSarasota$160.8 million651(941) 556-5333glaxisllc.comadviserinfo.sec.gov
Cywp FundBoca Raton$160.8 million13313(301) 807-6390adviserinfo.sec.gov
Dorman Financial Management, P.A.Maitland$160.6 million7582Not listed(407) 774-6815adviserinfo.sec.gov
RBF Capital Management, Inc.Sarasota$160.6 million413Not listed(941) 870-1944adviserinfo.sec.gov
Inversiones SuraMiami$160.2 million4421Not listed(305) 448-0014inversionessura.comadviserinfo.sec.gov
Fairway Financial, LLCCasselberry$159.6 million3293Not listed(407) 628-0850adviserinfo.sec.gov
Altura CapitalCoral Gables$159.5 million4154(786) 501-8850adviserinfo.sec.gov
Fusco Financial Services IncWilton Manors$159.3 million1342Not listed(954) 524-0900fusco-finl.comadviserinfo.sec.gov
Strivus Wealth Partners LLCJacksonville Beach$159.1 million5494Not listed(904) 685-1505strivuswealth.comadviserinfo.sec.gov
Todd Wealth Management LLCVenice$158.9 million1,2752Not listed(941) 483-3732adviserinfo.sec.gov
Waypoints FinancialSebring$157.7 million6483Not listed(863) 402-5650waypointsfinancial.comadviserinfo.sec.gov
Lightview Capital, LLCWest Palm Beach$157.6 million5125(561) 858-1500lightviewcapital.comadviserinfo.sec.gov
Lifestyle Freedom Advisory Group, LLCBradenton$156.8 million3665Not listed(941) 914-9422lifestylefreedom.comadviserinfo.sec.gov
Belhealth Investment Partners, LLCFort Lauderdale$156.7 million252(954) 636-3680adviserinfo.sec.gov
Settian Capital LPSaint Augustine$156.5 million231(203) 257-0925adviserinfo.sec.gov
401k GenerationAltamonte Springs,$156.4 million16135Not listed(866) 998-5879401kdocs.comadviserinfo.sec.gov
Trellus Management Company, LLCDelray Beach$156.3 million252(646) 561-2620adviserinfo.sec.gov
Pc3 Partners, LLCMiami Beach$156 million351(305) 686-5900pc3partners.comadviserinfo.sec.gov
Unify Financial AdvisorsClearwater$155.8 million5673Not listed(727) 306-0299unifyfa.comadviserinfo.sec.gov
Bria Capital Group, LLCWesley Chapel$155.1 million3125Not listed(813) 448-1122briacg.comadviserinfo.sec.gov
Long Short Advisors, LLCPalm Beach Gardens$154.2 million14Not listed(215) 399-9409longshortadvisors.comadviserinfo.sec.gov
Maggi Investment Services, LLCOldmar$154 million5153Not listed(727) 799-1701maggifinancial.comadviserinfo.sec.gov
BalanzCoral Gables$152.6 million6611Not listed(786) 292-7009balanz.usadviserinfo.sec.gov
Cramer & Rauchegger, Inc.Maitland$151.4 million1,7004Not listed(407) 645-4433adviserinfo.sec.gov
Unified Wealth Management LLCOldsmar$151.3 million9722Not listed(727) 216-8051adviserinfo.sec.gov
St. Nicholas Private Asset Management, Inc.Jacksonville$151 million1563Not listed(904) 470-0102adviserinfo.sec.gov
Aureum Wealth Management, LLCNorth Palm Beach$150.6 million2484Not listed(561) 209-1120aureumwealthmanagement.comadviserinfo.sec.gov
Green Capital Private WealthMiami$150 million13Not listed(800) 615-0794gcprivatewealth.comadviserinfo.sec.gov
Clarity Financial Advisors LLCSt. Petersburg$149.5 million2,2109Not listed(816) 786-5031theclarityfinancial.comadviserinfo.sec.gov
Fund Advisors of America IncOrlando$149.4 million5853Not listed(407) 667-4729fundadvisorsofamerica.comadviserinfo.sec.gov
Column Park Asset Management, LPCocoa Beach$148.8 million642(646) 650-5110columnpark.comadviserinfo.sec.gov
Accumulator Operations LLCCoral Gables$148.4 million12299(305) 813-2420accumulator.coadviserinfo.sec.gov
Edmp, Inc.Lutz$147.4 million1833Not listed(813) 960-9600edmpinc.orgadviserinfo.sec.gov
Entelevest, LLCCoral Gables$147 million2803Not listed(305) 390-4197adviserinfo.sec.gov
Wealthgen Advisors, LLCSarasota$146.6 million6212Not listed(941) 706-4151adviserinfo.sec.gov
Manna Wealth ManagementMiami Beach$146.1 million6152Not listed(305) 306-7107adviserinfo.sec.gov
Ki Capital Wealth Management US LLCMiami$145.9 million1015Not listed(520) 710-0826adviserinfo.sec.gov
Parady Wealth ManagementThe Villages$145.7 million2,87719Not listed(352) 674-3911adviserinfo.sec.gov
Spyrnal Financial GroupBokeelia$145.5 million3904Not listed(239) 282-2835adviserinfo.sec.gov
Gullane Capital, LLCJacksonville$145.3 million13213(901) 766-1969gullanecapital-irm.investorflow.comadviserinfo.sec.gov
James I. Black & CompanyLakeland$144.1 million13010Not listed(863) 686-4163jamesiblack.comadviserinfo.sec.gov
BGV Financial AdvisorsMiami$143.8 million1032Not listed(305) 615-2101adviserinfo.sec.gov
Cypress CapitalTallahassee$143.2 million4846Not listed(850) 583-5377adviserinfo.sec.gov
Personalized Financial Solutions LLCClearwater$142.6 million5054Not listed(727) 754-4401pfsinvest.comadviserinfo.sec.gov
Financial Trust Asset Management CharteredBoca Raton$141.9 million4005Not listed(561) 391-8188financialtrust.netadviserinfo.sec.gov
Storms & Rowdon Financial Services, Inc.Ormond Beach$141.2 million4114Not listed(386) 677-0191stormsandrowdon.comadviserinfo.sec.gov
Dougherty Investment AdvisorsSpring Hill$141.1 million4144Not listed(352) 238-6411doughertyinvestments.comadviserinfo.sec.gov
Actitrust Wealth Management LLCPlantation$140.5 million1517Not listed(754) 229-0051bailliageinvestments.comadviserinfo.sec.gov
Chipser Wealth Management, LLCDestin$140 million3913Not listed(850) 424-6330chipserwealthmanagement.comadviserinfo.sec.gov
Bluestar Wealth ManagementLake Mary$139.8 million2352Not listed(888) 788-6478adviserinfo.sec.gov
Raven Capital Management LLCPalm Beach Gardens$139.3 million4234(212) 966-7926adviserinfo.sec.gov
Advantage Investing, Inc.Coral Gables$138.9 million6742Not listed(757) 547-8257adviserinfo.sec.gov
Pennantpark Private Income Fund Advisers LLCMiami Beach$138.8 million191Not listed(212) 905-1000adviserinfo.sec.gov
Howland and Associates, LLCSt Petersburg$138.7 million675Not listed(813) 333-2900adviserinfo.sec.gov
Glassbead Capital Management LLCMiami Beach$138 million2932(917) 251-4419glassbeadcm.comadviserinfo.sec.gov
Prince Asset Management, Inc.Sarasota$137.7 million2713Not listed(941) 363-9090princeassetmanagement.comadviserinfo.sec.gov
Ruggiero InvestmentsWest Palm Beach$137.6 million7675Not listed(800) 777-4726adviserinfo.sec.gov
Aventus Investment Advisors, Inc.Naples$136.5 million4063Not listed(239) 673-0020adviserinfo.sec.gov
Luma CapitalNaples$135.8 million72224(239) 659-2888lumacapital.comadviserinfo.sec.gov
FR Financial Advisors LLCCoral Springs$135.7 million3102Not listed(954) 755-0222fradv.comadviserinfo.sec.gov
Sparrow Wealth ManagementOrlando$135.2 million2241Not listed(877) 330-9191adviserinfo.sec.gov
Red Reef Advisors LLCBoca Raton$135 million3233Not listed(561) 400-3285redreefadvisors.comadviserinfo.sec.gov
Epic Advisory Services CorpBoca Raton$134.3 million17923Not listed(561) 829-2173epiccapitalfl.comadviserinfo.sec.gov
TruadvisorsTampa$132.7 million3464Not listed(813) 212-4000truadvisors.comadviserinfo.sec.gov
Tripletail Wealth ManagementOrlando$132.1 million1552Not listed(407) 286-4072tripletailwealth.comadviserinfo.sec.gov
Secure Wealth, Inc.Boca Raton$132 million2663Not listed(561) 340-2667adviserinfo.sec.gov
Proper WealthTallahassee$131.8 million5007Not listed(850) 972-9725adviserinfo.sec.gov
LMPG Wealth Advisors, LLCMiami$131.7 million1353Not listed(610) 202-9897adviserinfo.sec.gov
1st Discount Brokerage, Inc.Lake Worth$131.4 million3528Not listed(561) 515-3200adviserinfo.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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