# Investment advisers in Florida: 1,333 firms, page 3

Updated November 10, 2026.

Largest advisers by AUM, 601 to 900 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 3

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Cic, LLC](https://specstream.ai/data/investment-advisers/firm/cic-llc-311969) | Marco Island | $299.8 million | 14 | 2 | Not listed | (212) 359-0959 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311969) |
| [Unison Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/unison-asset-management-llc-288249) | Aventura | $298.2 million | 26 | 5 | 1 | (786) 971-5105 | unisonam.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288249) |
| [Opinicus](https://specstream.ai/data/investment-advisers/firm/opinicus-168344) | Tampa | $297.1 million | 1,330 | 7 | Not listed | (813) 443-4767 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168344) |
| [Matters Capital LLC](https://specstream.ai/data/investment-advisers/firm/matters-capital-llc-333776) | Coral Gables | $296.8 million | 60 | 3 | 2 | (305) 528-3701 | matters.capital | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333776) |
| [Colbert Investment Management Co](https://specstream.ai/data/investment-advisers/firm/colbert-investment-management-co-108642) | Miami | $295.8 million | 144 | 3 | Not listed | (305) 400-9982 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108642) |
| [Douglas Capital Management Inc](https://specstream.ai/data/investment-advisers/firm/douglas-capital-management-inc-106262) | Jacksonville | $295.2 million | 279 | 4 | Not listed | (904) 285-7866 | douglascapitalmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106262) |
| [Carpenter, Claydon Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/carpenter-claydon-advisors-inc-143516) | Maitland | $294.9 million | 404 | 3 | Not listed | (407) 843-0316 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/143516) |
| [N.L.C. LLC](https://specstream.ai/data/investment-advisers/firm/n-l-c-llc-330231) | Boca Raton | $292.2 million | 16 | 2 | 16 | (631) 896-0041 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330231) |
| [Madden Advisory Services, Inc.](https://specstream.ai/data/investment-advisers/firm/madden-advisory-services-inc-112607) | Jacksonville | $291.7 million | 846 | 5 | Not listed | (904) 296-1127 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112607) |
| [Third Eye Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/third-eye-capital-management-llc-287819) | Miami Beach | $291.3 million | 17 | 1 | 1 | (732) 447-3019 | thirdeyecapitalmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287819) |
| [Cifc Private Credit Management LLC](https://specstream.ai/data/investment-advisers/firm/cifc-private-credit-management-llc-334020) | Miami | $289.9 million | 3 | 200 | 1 | (786) 652-3250 | cifc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334020) |
| [One Stone Partners L.L.C.](https://specstream.ai/data/investment-advisers/firm/one-stone-partners-l-l-c-163742) | Miami | $289.7 million | 9 | 3 | 4 | (786) 744-4255 | 1stone-llc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163742) |
| [PFG Private Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/pfg-private-wealth-management-llc-282301) | Lutz | $289 million | 1,202 | 7 | Not listed | (813) 286-7776 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282301) |
| [Yellowstone Capital Partners](https://specstream.ai/data/investment-advisers/firm/yellowstone-capital-partners-324681) | Gainesville | $288.6 million | 4 | 2 | 4 | +573175102771 | yellowstonecp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324681) |
| [Skyview Financial Group, LLC](https://specstream.ai/data/investment-advisers/firm/skyview-financial-group-llc-310581) | Ponte Vedra Beach | $286.6 million | 342 | 3 | Not listed | (888) 406-0444 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310581) |
| [Bau Advisors](https://specstream.ai/data/investment-advisers/firm/bau-advisors-301667) | Miami | $286.5 million | 11 | 4 | Not listed | (305) 425-1494 | bauadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/301667) |
| [The Holland Group, Retirement Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/the-holland-group-retirement-wealth-advisors-llc-326421) | Clearwater | $286.1 million | 1,811 | 10 | Not listed | (727) 734-3334 | thehollandgrp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326421) |
| [The Palmer Knight Company](https://specstream.ai/data/investment-advisers/firm/the-palmer-knight-company-112983) | Jacksonville | $285.4 million | 299 | 2 | Not listed | (904) 358-9080 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112983) |
| [Lighthouse Retirement](https://specstream.ai/data/investment-advisers/firm/lighthouse-retirement-147403) | Ponte Vedra | $284.6 million | 496 | 1 | Not listed | (772) 299-7169 | lighthouseretirement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147403) |
| [Peninsula Asset Management Inc](https://specstream.ai/data/investment-advisers/firm/peninsula-asset-management-inc-108600) | Bradenton | $284.1 million | 190 | 4 | Not listed | (941) 748-8680 | peninsulaasset.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108600) |
| [Fdi Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/fdi-wealth-management-llc-292050) | Miami | $283.8 million | 353 | 5 | Not listed | (561) 875-7673 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/292050) |
| [Priderock Fund Management Partners, LLC](https://specstream.ai/data/investment-advisers/firm/priderock-fund-management-partners-llc-297635) | Palm Beach Gardens | $283.6 million | 15 | 10 | 15 | (561) 653-9332 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297635) |
| [Fig Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/fig-capital-management-llc-290099) | Jacksonville | $283 million | 3 | 0 | 2 | (904) 378-8098 | figadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290099) |
| [Covingtonalsina](https://specstream.ai/data/investment-advisers/firm/covingtonalsina-326810) | Jacksonville | $282.9 million | 1,241 | 10 | Not listed | (904) 449-7326 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326810) |
| [Palm Valley Capital Management](https://specstream.ai/data/investment-advisers/firm/palm-valley-capital-management-299896) | Jacksonville Beach | $281.6 million | 11 | 2 | Not listed | (904) 747-2345 | palmvalleycapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299896) |
| [Successful Portfolios LLC](https://specstream.ai/data/investment-advisers/firm/successful-portfolios-llc-152429) | Clearwater | $281.5 million | 584 | 3 | 3 | (727) 744-3614 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152429) |
| [Smith Asset Management Co., LLC](https://specstream.ai/data/investment-advisers/firm/smith-asset-management-co-llc-127684) | Chiefland | $281.2 million | 1,273 | 7 | Not listed | (352) 493-7700 | smithamco.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/127684) |
| [Seven Hills Financial, LLC](https://specstream.ai/data/investment-advisers/firm/seven-hills-financial-llc-143190) | Tallahassee | $280.9 million | 895 | 5 | Not listed | (850) 219-6699 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/143190) |
| [Harlan Capital Partners LLC](https://specstream.ai/data/investment-advisers/firm/harlan-capital-partners-llc-163718) | Palm Beach | $280.8 million | 6 | 9 | 6 | (561) 467-5400 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163718) |
| [Midtown Investment Advisors LLC](https://specstream.ai/data/investment-advisers/firm/midtown-investment-advisors-llc-316137) | Miami | $278 million | 11 | 4 | 11 | (305) 961-1115 | midtownia.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316137) |
| [Delta Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/delta-capital-management-llc-128350) | Maitland | $277.4 million | 108 | 9 | Not listed | (407) 422-2423 | deltaadvisor.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128350) |
| [Dominion Portfolio Management, Inc.](https://specstream.ai/data/investment-advisers/firm/dominion-portfolio-management-inc-106918) | Tampa | $277.1 million | 782 | 18 | Not listed | (813) 264-0440 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106918) |
| [Afc Management, LLC](https://specstream.ai/data/investment-advisers/firm/afc-management-llc-311281) | West Palm Beach | $275.8 million | 1 | 32 | Not listed | (561) 510-2390 | advancedflowercapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311281) |
| [Chronos Wealth Management, L.L.C.](https://specstream.ai/data/investment-advisers/firm/chronos-wealth-management-l-l-c-299782) | Clearwater | $274 million | 530 | 3 | Not listed | (727) 446-2306 | chronoswm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299782) |
| [Private Wealth Group, LLC](https://specstream.ai/data/investment-advisers/firm/private-wealth-group-llc-128560) | Tampa | $274 million | 600 | 2 | Not listed | (813) 226-1900 | privatewealthgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128560) |
| [Alpha Zero LLC](https://specstream.ai/data/investment-advisers/firm/alpha-zero-llc-319050) | Boca Raton | $269.8 million | 456 | 17 | Not listed | (561) 576-2599 | alphazerowealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319050) |
| [Barr Financial Services, LLC](https://specstream.ai/data/investment-advisers/firm/barr-financial-services-llc-125444) | Winter Park | $269.2 million | 733 | 2 | Not listed | (407) 622-0018 | barrllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/125444) |
| [Las Olas Capital Wealth LLC](https://specstream.ai/data/investment-advisers/firm/las-olas-capital-wealth-llc-340641) | Fort Lauderdale | $269.1 million | 47 | 7 | Not listed | (954) 289-4692 | lasolascap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340641) |
| [Dunn Capital Management](https://specstream.ai/data/investment-advisers/firm/dunn-capital-management-328632) | Stuart | $269 million | 1 | 27 | Not listed | (772) 286-4777 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328632) |
| [Riverplace Capital Management Inc](https://specstream.ai/data/investment-advisers/firm/riverplace-capital-management-inc-109079) | Jacksonville | $267.4 million | 352 | 4 | Not listed | (904) 346-3460 | riverplacecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109079) |
| [Las Olas Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/las-olas-capital-advisors-llc-175077) | Fort Lauderdale | $267.2 million | 9 | 6 | 7 | (954) 289-4692 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/175077) |
| [Win Advisors, Inc](https://specstream.ai/data/investment-advisers/firm/win-advisors-inc-300351) | Palm Beach Gardens | $266.8 million | 1,941 | 4 | Not listed | (561) 472-2000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300351) |
| [Raven Music Partners LLC](https://specstream.ai/data/investment-advisers/firm/raven-music-partners-llc-332058) | Palm Beach Gardens | $265.4 million | 7 | 23 | 7 | (212) 966-7926 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332058) |
| [Spraker West Wealth Management, Inc](https://specstream.ai/data/investment-advisers/firm/spraker-west-wealth-management-inc-147075) | Winter Park | $265.3 million | 474 | 6 | Not listed | (407) 478-7899 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147075) |
| [Innova Advisors](https://specstream.ai/data/investment-advisers/firm/innova-advisors-318958) | Coral Gables | $264.8 million | 54 | 4 | Not listed | (305) 646-1557 | innovadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/318958) |
| [Coastal Investment Company, LLC](https://specstream.ai/data/investment-advisers/firm/coastal-investment-company-llc-322164) | Winter Park | $262.9 million | 41 | 9 | 41 | (888) 411-2280 | coastalinvestmentco.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322164) |
| [Semus Wealth Partners, LLC](https://specstream.ai/data/investment-advisers/firm/semus-wealth-partners-llc-305758) | Boca Raton | $262.7 million | 620 | 3 | Not listed | (561) 465-7550 | semuswp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305758) |
| [Waterstone Financial Advisory LLC](https://specstream.ai/data/investment-advisers/firm/waterstone-financial-advisory-llc-325012) | Fort Myers | $262.5 million | 954 | 5 | Not listed | (239) 288-0977 | waterstonefs.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325012) |
| [Utopia Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/utopia-wealth-management-llc-300266) | Coconut Creek | $261.4 million | 234 | 3 | Not listed | (754) 264-4778 | utopiawealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300266) |
| [Financial Designs Wealth Management](https://specstream.ai/data/investment-advisers/firm/financial-designs-wealth-management-314520) | Miami | $261.2 million | 181 | 6 | Not listed | (786) 388-0070 | financialdesignswealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314520) |
| [Trustwell Financial Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/trustwell-financial-advisors-llc-108426) | Jacksonville | $260.8 million | 1,019 | 7 | Not listed | (904) 996-7800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108426) |
| [Bridge Generations Wealth Management](https://specstream.ai/data/investment-advisers/firm/bridge-generations-wealth-management-331683) | South Miami | $259.8 million | 472 | 7 | Not listed | (305) 666-9411 | bridgewm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331683) |
| [Davis Capital Management](https://specstream.ai/data/investment-advisers/firm/davis-capital-management-149014) | Jacksonville | $259 million | 1,051 | 5 | Not listed | (904) 223-0510 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/149014) |
| [Aft, Forsyth and Company, Inc.](https://specstream.ai/data/investment-advisers/firm/aft-forsyth-and-company-inc-137404) | Jupiter | $258.6 million | 176 | 2 | Not listed | (561) 296-6680 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/137404) |
| [Geosphere Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/geosphere-capital-management-llc-160088) | Miami Beach | $258.4 million | 5 | 6 | 2 | (212) 616-1100 | geospherecap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160088) |
| [McDonough Capital Management, Inc.](https://specstream.ai/data/investment-advisers/firm/mcdonough-capital-management-inc-143767) | Orlando | $258.2 million | 592 | 3 | Not listed | (407) 248-9647 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/143767) |
| [Genrock Capital Management, LP](https://specstream.ai/data/investment-advisers/firm/genrock-capital-management-lp-290265) | Palm Beach | $257.6 million | 2 | 4 | 2 | (212) 301-0770 | genrock.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290265) |
| [GLD Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/gld-advisors-llc-341098) | Miami Beach | $257.3 million | 1 | 4 | 1 | (212) 257-5790 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/341098) |
| [Center for Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/center-for-asset-management-llc-147981) | Palm Beach Gardens | $257.1 million | 939 | 6 | Not listed | (561) 625-0900 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147981) |
| [Rd Lewis Wealth Management](https://specstream.ai/data/investment-advisers/firm/rd-lewis-wealth-management-156073) | Maitland | $256.8 million | 852 | 8 | Not listed | (407) 446-3737 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156073) |
| [Krusen Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/krusen-capital-management-llc-150754) | West Palm Beach | $255.7 million | 217 | 2 | 1 | (561) 370-7439 | krusencapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150754) |
| [Blacktower Financial Management (US) LLC](https://specstream.ai/data/investment-advisers/firm/blacktower-financial-management-us-llc-289142) | Orlando | $254.4 million | 480 | 29 | Not listed | (407) 362-7753 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289142) |
| [Mendon Capital Advisors Corp](https://specstream.ai/data/investment-advisers/firm/mendon-capital-advisors-corp-113058) | Key Largo | $253.8 million | 3 | 4 | 1 | (585) 770-1770 | mendoncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/113058) |
| [Washburn Capital Management Inc.](https://specstream.ai/data/investment-advisers/firm/washburn-capital-management-inc-125708) | Vero Beach | $253.6 million | 524 | 3 | Not listed | (772) 564-7291 | washburncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/125708) |
| [Abf Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/abf-investment-management-llc-333541) | Miami | $253.2 million | 3 | 10 | 1 | (786) 564-2029 | gr-am.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333541) |
| [Bridges Capital LLC](https://specstream.ai/data/investment-advisers/firm/bridges-capital-llc-297718) | Fort Lauderdale | $251.6 million | 127 | 1 | Not listed | (954) 271-1075 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297718) |
| [Mariaca Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/mariaca-wealth-management-llc-164001) | Wellington | $251.1 million | 686 | 6 | Not listed | (561) 650-8061 | passporttoretirement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164001) |
| [Karlov Street Capital, LLC](https://specstream.ai/data/investment-advisers/firm/karlov-street-capital-llc-288910) | Boca Raton | $251 million | 30 | 4 | 30 | (847) 503-9393 | karlovstreet.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288910) |
| [Cogent Private Wealth](https://specstream.ai/data/investment-advisers/firm/cogent-private-wealth-319092) | Orlando | $250.3 million | 264 | 8 | Not listed | (407) 887-4965 | cogentprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319092) |
| [Qso Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/qso-capital-management-llc-340892) | Fort Lauderdale | $250 million | 5 | 3 | 2 | (732) 332-2494 | qsocapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340892) |
| [Firstrust](https://specstream.ai/data/investment-advisers/firm/firstrust-111800) | Daytona Beach | $250 million | 128 | 6 | Not listed | (386) 788-3737 | financialteam.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111800) |
| [Kutumb Investments LLC](https://specstream.ai/data/investment-advisers/firm/kutumb-investments-llc-342420) | Palm Beach Gardens | $250 million | 2 | 3 | Not listed | (212) 970-5590 | kutumbinvestments.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342420) |
| [Oxenfree Financial](https://specstream.ai/data/investment-advisers/firm/oxenfree-financial-327105) | Melbourne | $249.8 million | 1,983 | 8 | Not listed | (321) 722-7882 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327105) |
| [E. Batoff & Co., Inc.](https://specstream.ai/data/investment-advisers/firm/e-batoff-co-inc-124815) | Tampa | $249.2 million | 33 | 1 | Not listed | (813) 248-3467 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/124815) |
| [Cassedy Financial Group, Inc.](https://specstream.ai/data/investment-advisers/firm/cassedy-financial-group-inc-111446) | Tampa | $248.4 million | 459 | 4 | Not listed | (813) 251-0004 | cassedyfinancialgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111446) |
| [Nova Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/nova-wealth-management-inc-169450) | Bonita Springs | $247.5 million | 739 | 7 | Not listed | (239) 444-1794 | novawealthmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169450) |
| [Rinaldi Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/rinaldi-wealth-management-inc-311583) | Bonita Springs | $243.2 million | 841 | 3 | Not listed | (239) 444-6111 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311583) |
| [Matthias Private Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/matthias-private-wealth-llc-289761) | Winter Park | $242.8 million | 426 | 12 | Not listed | (407) 691-3300 | matthiaspw.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289761) |
| [Chiron Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/chiron-capital-management-llc-308286) | Tallahassee | $242.6 million | 910 | 4 | Not listed | (850) 775-1939 | chironcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/308286) |
| [Seminole Advisory Services, LLC](https://specstream.ai/data/investment-advisers/firm/seminole-advisory-services-llc-148975) | Bellair Bluffs | $242.5 million | 1 | 4 | 1 | (727) 331-8444 | seminolefs.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148975) |
| [Mori Huston Partners](https://specstream.ai/data/investment-advisers/firm/mori-huston-partners-151260) | Miami | $241.6 million | 72 | 2 | 1 | (305) 856-9304 | morihuston.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/151260) |
| [Wealth Management Corporation](https://specstream.ai/data/investment-advisers/firm/wealth-management-corporation-109576) | Tallahassee | $241.5 million | 1,641 | 6 | Not listed | (850) 894-7526 | wealthmanagementcorp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109576) |
| [Treasure Coast Financial Planning, Inc.](https://specstream.ai/data/investment-advisers/firm/treasure-coast-financial-planning-inc-166684) | Vero Beach | $241.5 million | 661 | 6 | Not listed | (772) 231-1422 | theplanningco.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166684) |
| [DFN Management LLC.](https://specstream.ai/data/investment-advisers/firm/dfn-management-llc-285057) | Tampa | $241.4 million | 2 | 6 | 2 | (866) 296-4420 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285057) |
| [Bassam Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/bassam-wealth-management-llc-330695) | Palm Beach | $241 million | 176 | 3 | Not listed | (561) 494-6391 | bassamwealthmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330695) |
| [True Wealth Advisory Group](https://specstream.ai/data/investment-advisers/firm/true-wealth-advisory-group-306523) | Miami | $240.1 million | 260 | 4 | Not listed | (786) 358-0050 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306523) |
| [Loyola Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/loyola-asset-management-llc-153255) | Coral Gables | $239.9 million | 63 | 5 | 1 | (305) 377-1941 | loyola-asset.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153255) |
| [Smith Bruer](https://specstream.ai/data/investment-advisers/firm/smith-bruer-284508) | Tallahassee | $238.5 million | 458 | 6 | Not listed | (850) 877-0803 | smithbruer.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284508) |
| [Golden Road Advisors LLC](https://specstream.ai/data/investment-advisers/firm/golden-road-advisors-llc-314077) | Tampa | $237.7 million | 459 | 4 | Not listed | (813) 491-1593 | goldenroadadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314077) |
| [Pento Portfolio Strategies, LLC](https://specstream.ai/data/investment-advisers/firm/pento-portfolio-strategies-llc-159217) | Naples | $237.3 million | 874 | 3 | Not listed | (732) 772-9500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/159217) |
| [Creo Capital Partners Management LLC](https://specstream.ai/data/investment-advisers/firm/creo-capital-partners-management-llc-296861) | Miami | $235.5 million | 2 | 6 | 2 | (305) 998-0078 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/296861) |
| [MBF Healthcare Management II, LLC](https://specstream.ai/data/investment-advisers/firm/mbf-healthcare-management-ii-llc-283576) | Coral Gables | $235 million | 2 | 11 | 2 | (305) 476-5161 | mbfhp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283576) |
| [Kingsman Wealth Management Inc.](https://specstream.ai/data/investment-advisers/firm/kingsman-wealth-management-inc-319238) | Pensacola | $235 million | 219 | 3 | Not listed | (850) 565-3780 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319238) |
| [Plan to Prosper Wealth Management](https://specstream.ai/data/investment-advisers/firm/plan-to-prosper-wealth-management-327660) | Ormond Beach | $234.3 million | 651 | 4 | Not listed | (386) 271-2127 | myplantoprosper.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327660) |
| [Belleair Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/belleair-asset-management-llc-290882) | Belleair Bluffs | $234.3 million | 366 | 4 | Not listed | (727) 586-3541 | belleairam.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290882) |
| [Anchor Wealth Management Group LLC](https://specstream.ai/data/investment-advisers/firm/anchor-wealth-management-group-llc-329286) | West Palm Beach | $233 million | 630 | 1 | Not listed | (561) 228-8688 | anchorwealthgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329286) |
| [Reshape Wealth](https://specstream.ai/data/investment-advisers/firm/reshape-wealth-330582) | Boca Raton | $232.2 million | 648 | 3 | Not listed | (646) 626-7902 | reshapewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330582) |
| [L&S Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/l-s-investment-advisors-llc-285002) | Miami | $231.4 million | 399 | 8 | Not listed | (786) 241-7000 | ls.finance | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285002) |
| [Andrew Hill Investment Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/andrew-hill-investment-advisors-inc-141590) | Naples | $231.3 million | 490 | 4 | Not listed | (239) 450-3999 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/141590) |
| [Las Olas Venture Capital](https://specstream.ai/data/investment-advisers/firm/las-olas-venture-capital-304233) | Fort Lauderdale | $231.2 million | 13 | 6 | 13 | (954) 667-7159 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304233) |

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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.

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