# Investment advisers in Florida: 1,333 firms, page 4

Updated November 10, 2026.

Largest advisers by AUM, 901 to 1,200 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 4

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Conscious Capital Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/conscious-capital-wealth-management-llc-174670) | Tampa | $131.3 million | 566 | 5 | Not listed | (860) 659-8299 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174670) |
| [Sterling Bridge Financial Group LLC](https://specstream.ai/data/investment-advisers/firm/sterling-bridge-financial-group-llc-304409) | Palm Harbor | $131.1 million | 776 | 8 | Not listed | (727) 250-4130 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304409) |
| [DMK Advisor Group, Inc.](https://specstream.ai/data/investment-advisers/firm/dmk-advisor-group-inc-41067) | Lutz | $130.8 million | 779 | 38 | Not listed | (813) 996-6100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/41067) |
| [Solist Financial](https://specstream.ai/data/investment-advisers/firm/solist-financial-329317) | Tampa | $130.1 million | 216 | 1 | Not listed | (813) 294-3737 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329317) |
| [Safe Harbor Fiduciary, LLC](https://specstream.ai/data/investment-advisers/firm/safe-harbor-fiduciary-llc-169659) | Pensacola | $129.9 million | 586 | 5 | Not listed | (850) 435-4844 | retirementpeaceroadmap.org | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169659) |
| Pasqua Wealth Solutions | Palm City | $129.7 million | 53 | 3 | Not listed |  | pasquawealthsolutions.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/139618) |
| [Maclendon Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/maclendon-wealth-management-llc-157819) | Delray Beach | $129.6 million | 34 | 3 | Not listed | (561) 293-3520 | maclendon.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157819) |
| [Antonetti Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/antonetti-capital-management-llc-156551) | Naples | $129.4 million | 330 | 2 | Not listed | (239) 403-0218 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156551) |
| [Obion Capital Management LP](https://specstream.ai/data/investment-advisers/firm/obion-capital-management-lp-329954) | Miami | $129 million | 4 | 4 | 1 | (305) 317-5100 | obioncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329954) |
| [Ralicki Wealth Management & Trust Services](https://specstream.ai/data/investment-advisers/firm/ralicki-wealth-management-trust-services-141192) | Stuart | $129 million | 253 | 3 | Not listed | (772) 221-4508 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/141192) |
| [Mariva Global Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/mariva-global-asset-management-llc-285674) | Miami | $129 million | 153 | 5 | Not listed | (305) 712-6999 | marivacm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285674) |
| [Gordon Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/gordon-asset-management-llc-137136) | West Palm Beach | $128.9 million | 40 | 3 | 3 | (512) 482-9600 | gordonasset.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/137136) |
| [Velaris Wealth Management](https://specstream.ai/data/investment-advisers/firm/velaris-wealth-management-340592) | Orlando | $128.7 million | 112 | 4 | Not listed | (786) 657-1584 | velaris.global | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340592) |
| [RM Adviser, LLC](https://specstream.ai/data/investment-advisers/firm/rm-adviser-llc-283877) | Orlando | $128.3 million | 2 | 4 | Not listed | (407) 876-1702 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283877) |
| [Second Half Financial Partners, LLC](https://specstream.ai/data/investment-advisers/firm/second-half-financial-partners-llc-163454) | Sebring | $128 million | 717 | 5 | Not listed | (863) 385-1101 | statlerfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163454) |
| [Premier Private Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/premier-private-wealth-management-llc-331860) | Palm Harbor | $126.3 million | 698 | 4 | Not listed | (727) 281-2882 | premierprivatewealthmgt.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331860) |
| [Leste USA, LLC](https://specstream.ai/data/investment-advisers/firm/leste-usa-llc-301289) | Miami | $126.3 million | 2 | 12 | Not listed | (305) 929-9200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/301289) |
| [Reality Financial Planning Services, LLC](https://specstream.ai/data/investment-advisers/firm/reality-financial-planning-services-llc-143352) | Sarasota | $125.9 million | 477 | 2 | Not listed | (941) 366-5700 | realityfinancialplanning.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/143352) |
| [Sundial Wealth LLC](https://specstream.ai/data/investment-advisers/firm/sundial-wealth-llc-321900) | Delray Beach | $125.8 million | 113 | 3 | 1 | (561) 302-4371 | sundialwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/321900) |
| [Mar Wealth Management Services, LLC](https://specstream.ai/data/investment-advisers/firm/mar-wealth-management-services-llc-167335) | West Palm Beach | $125.1 million | 133 | 3 | Not listed | (800) 708-6285 | marwealthmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167335) |
| [Centrus Financial Strategies](https://specstream.ai/data/investment-advisers/firm/centrus-financial-strategies-339651) | Orlando | $125.1 million | 190 | 9 | Not listed | (800) 779-4592 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339651) |
| [Doxara Capital LP](https://specstream.ai/data/investment-advisers/firm/doxara-capital-lp-339621) | Jacksonville | $125 million | 2 | 3 | Not listed | (561) 589-3350 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339621) |
| [Landmark Investment Partners, L.P.](https://specstream.ai/data/investment-advisers/firm/landmark-investment-partners-l-p-329543) | West Palm Beach | $124.9 million | 2 | 5 | 1 | (561) 210-3331 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329543) |
| [Fortis Private Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/fortis-private-wealth-advisors-llc-304494) | Miami | $124.4 million | 15 | 3 | Not listed | (305) 416-9093 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304494) |
| [Coral Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/coral-wealth-management-llc-307117) | Miami | $124.3 million | 520 | 2 | Not listed | (305) 671-3914 | coralwm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307117) |
| [Cardea Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/cardea-capital-advisors-llc-307600) | Vero Beach | $124.2 million | 393 | 9 | Not listed | (770) 977-7779 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307600) |
| [Ideal Retirement Solutions](https://specstream.ai/data/investment-advisers/firm/ideal-retirement-solutions-333393) | Port Charlotte | $123.5 million | 594 | 8 | Not listed | (941) 876-8985 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333393) |
| [Rall Capital Management, Inc.](https://specstream.ai/data/investment-advisers/firm/rall-capital-management-inc-132827) | Rockledge | $122.7 million | 426 | 3 | Not listed | (321) 452-1251 | rallcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132827) |
| [Kahn Financial Group](https://specstream.ai/data/investment-advisers/firm/kahn-financial-group-134802) | Clearwater | $122.6 million | 402 | 2 | Not listed | (727) 797-5551 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/134802) |
| [Alphabond LLC](https://specstream.ai/data/investment-advisers/firm/alphabond-llc-336339) | Palm Beach | $122.6 million | 2 | 3 | Not listed | (561) 948-3414 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336339) |
| [Lionsbridge Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/lionsbridge-wealth-management-llc-149019) | Jacksonville Beach | $122.4 million | 189 | 3 | Not listed | (904) 897-0390 | lbwm.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/149019) |
| [Portfolio Resources Advisor Group, Inc.](https://specstream.ai/data/investment-advisers/firm/portfolio-resources-advisor-group-inc-144601) | Coral Gables | $121.9 million | 428 | 17 | Not listed | (305) 372-0299 | ffsins.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144601) |
| [Traver Financial Consulting Network Pa](https://specstream.ai/data/investment-advisers/firm/traver-financial-consulting-network-pa-139459) | Lakewood Ranch | $121.7 million | 54 | 2 | Not listed | (917) 576-0308 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/139459) |
| [Arbalpha](https://specstream.ai/data/investment-advisers/firm/arbalpha-327158) | Miami | $121.6 million | 4 | 2 | Not listed | (786) 374-2620 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327158) |
| [Resnick Wealth Alliance, LLC](https://specstream.ai/data/investment-advisers/firm/resnick-wealth-alliance-llc-316188) | Palm Beach Gardens | $121.1 million | 110 | 2 | Not listed | (561) 453-1120 | resnickwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316188) |
| [Craft Wealth Services](https://specstream.ai/data/investment-advisers/firm/craft-wealth-services-289557) | Tampa | $120.8 million | 478 | 8 | Not listed | (813) 337-7747 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289557) |
| [Davivienda Advisors](https://specstream.ai/data/investment-advisers/firm/davivienda-advisors-319755) | Miami | $120.2 million | 361 | 8 | Not listed | (786) 238-7925 | daviviendaadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319755) |
| [Pinetree Advisors Corp.](https://specstream.ai/data/investment-advisers/firm/pinetree-advisors-corp-299275) | Miami | $120 million | 57 | 2 | 1 | (305) 510-8772 | pinetreeadvisors.us | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299275) |
| [1650 Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/1650-wealth-management-llc-152985) | Lighthouse Point | $119.7 million | 484 | 1 | Not listed | (800) 658-9560 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152985) |
| [Money Management Concepts Inc.](https://specstream.ai/data/investment-advisers/firm/money-management-concepts-inc-111485) | Melbourne | $119.6 million | 279 | 2 | Not listed | (321) 258-1932 | moneymanagementconcepts.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111485) |
| [Abacus Capital Advisors](https://specstream.ai/data/investment-advisers/firm/abacus-capital-advisors-309295) | Plantation | $119.5 million | 80 | 3 | Not listed | (954) 361-4210 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309295) |
| [Kailix Advisors LLC](https://specstream.ai/data/investment-advisers/firm/kailix-advisors-llc-311094) | Aventura | $119 million | 14 | 1 | Not listed | (212) 748-9723 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311094) |
| [1 Main Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/1-main-capital-management-llc-328626) | Aventura | $118.7 million | 4 | 2 | 1 | (305) 710-8509 | 1maincapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328626) |
| [Sandhill Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/sandhill-wealth-management-inc-291649) | Winter Park | $118.5 million | 217 | 2 | Not listed | (321) 662-9270 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291649) |
| [CS Advisors Inc.](https://specstream.ai/data/investment-advisers/firm/cs-advisors-inc-130729) | Boca Raton | $118 million | 322 | 3 | Not listed | (561) 241-9301 | csadvisorsinc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130729) |
| [Castle Island Wealth](https://specstream.ai/data/investment-advisers/firm/castle-island-wealth-287710) | Palm Beach Gardens | $117.2 million | 233 | 5 | Not listed | (561) 208-3883 | castleislandwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287710) |
| [Sulzberger Capital Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/sulzberger-capital-advisors-inc-174673) | Miami | $117.1 million | 260 | 2 | Not listed | (305) 573-4900 | genesulzberger.myhomehq.biz | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174673) |
| [Greenline Wealth Management](https://specstream.ai/data/investment-advisers/firm/greenline-wealth-management-298397) | Boca Raton | $117 million | 410 | 6 | Not listed | (561) 405-6609 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298397) |
| [Intellicapital Advisors LLC](https://specstream.ai/data/investment-advisers/firm/intellicapital-advisors-llc-316908) | Ponte Vedra | $116.3 million | 200 | 3 | Not listed | (904) 785-8530 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316908) |
| [Cambria Wealth Management](https://specstream.ai/data/investment-advisers/firm/cambria-wealth-management-335458) | Sarasota | $115.7 million | 315 | 2 | Not listed | (941) 444-1120 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335458) |
| [Zenith Advisory Group, LLC](https://specstream.ai/data/investment-advisers/firm/zenith-advisory-group-llc-321689) | The Villages | $115.4 million | 706 | 4 | Not listed | (352) 282-0810 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/321689) |
| [1818 Private Client Group, LLC](https://specstream.ai/data/investment-advisers/firm/1818-private-client-group-llc-304110) | Aventura | $115.4 million | 59 | 3 | Not listed | (305) 684-8331 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304110) |
| [Uyana Partners LLC](https://specstream.ai/data/investment-advisers/firm/uyana-partners-llc-300280) | Miami | $115 million | 133 | 8 | Not listed | (786) 238-4314 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300280) |
| [Futura Asset Advisors LLC](https://specstream.ai/data/investment-advisers/firm/futura-asset-advisors-llc-136285) | Coral Gables | $114.8 million | 17 | 1 | Not listed | (305) 774-9906 | futuraadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/136285) |
| [Common Cents Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/common-cents-wealth-management-llc-153074) | Pembroke Pines | $113.7 million | 528 | 2 | Not listed | (954) 769-0837 | cc-wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153074) |
| [Veltria Advisors Corp.](https://specstream.ai/data/investment-advisers/firm/veltria-advisors-corp-189514) | Miami | $113.2 million | 17 | 6 | Not listed | (305) 318-7172 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/189514) |
| [Wisdom Planning Group](https://specstream.ai/data/investment-advisers/firm/wisdom-planning-group-305721) | Orlando | $112.9 million | 282 | 3 | Not listed | (407) 462-5486 | wisdompg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305721) |
| [Caleo Capital N.A. LLC](https://specstream.ai/data/investment-advisers/firm/caleo-capital-n-a-llc-308542) | Ponte Vedra | $111.8 million | 235 | 5 | Not listed | (609) 838-1245 | caleocapital-usa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/308542) |
| [Goi](https://specstream.ai/data/investment-advisers/firm/goi-319494) | Miami | $111.3 million | 140 | 3 | Not listed | (888) 464-4742 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319494) |
| [Belleair Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/belleair-wealth-management-llc-131666) | Belleair Bluffs | $111.2 million | 384 | 6 | Not listed | (727) 586-5655 | bwmadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/131666) |
| [Advanced Wealth Management](https://specstream.ai/data/investment-advisers/firm/advanced-wealth-management-284438) | Sarasota | $110.7 million | 520 | 4 | Not listed | (941) 451-8512 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284438) |
| [Muirfield Capital Global Advisors LLC](https://specstream.ai/data/investment-advisers/firm/muirfield-capital-global-advisors-llc-287547) | Palm Beach | $110.2 million | 2 | 3 | 2 | (212) 332-2500 | muirfieldcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287547) |
| [Servatus Capital](https://specstream.ai/data/investment-advisers/firm/servatus-capital-311428) | Naples | $110.1 million | 100 | 2 | Not listed | (314) 750-1167 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311428) |
| [Peakshares LLC](https://specstream.ai/data/investment-advisers/firm/peakshares-llc-329193) | Tampa | $110 million | 2 | 4 | Not listed | (877) 577-3257 | peaksharesfunds.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329193) |
| [Private Client Advisor Group, LLC](https://specstream.ai/data/investment-advisers/firm/private-client-advisor-group-llc-330038) | Palm City | $110 million | 391 | 6 | Not listed | (516) 241-3934 | privateclientadvisor.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330038) |
| [Jake Carris Financial Planning](https://specstream.ai/data/investment-advisers/firm/jake-carris-financial-planning-290061) | Orlando | $109.7 million | 117 | 1 | Not listed | (407) 489-1186 | carrisfp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290061) |
| [Capstone Wealth Management Corp.](https://specstream.ai/data/investment-advisers/firm/capstone-wealth-management-corp-165359) | Lakeland | $109.4 million | 364 | 5 | Not listed | (866) 596-9886 | careformywealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/165359) |
| [Ingram Advisory Services, LLC](https://specstream.ai/data/investment-advisers/firm/ingram-advisory-services-llc-123508) | Winter Haven | $109.3 million | 525 | 2 | Not listed | (863) 326-9833 | ingramfinancialgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/123508) |
| [Lyons Wealth Management](https://specstream.ai/data/investment-advisers/firm/lyons-wealth-management-150581) | Winter Park | $109.1 million | 112 | 3 | 1 | (407) 951-8710 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150581) |
| [Toams Financial](https://specstream.ai/data/investment-advisers/firm/toams-financial-300043) | Jacksonville | $108.8 million | 1,020 | 2 | Not listed | (904) 733-5321 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300043) |
| [Montello Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/montello-wealth-management-inc-151058) | Palm Beach Gardens | $108.4 million | 502 | 1 | Not listed | (561) 222-3305 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/151058) |
| [Nautilus Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/nautilus-wealth-advisors-311853) | Indialantic | $107.9 million | 510 | 2 | Not listed | (321) 724-1888 | nautiluswealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311853) |
| [Better Way LLC](https://specstream.ai/data/investment-advisers/firm/better-way-llc-300305) | Bal Harbour | $107.3 million | 4 | 2 | 16 | (617) 388-0139 | betterwayllc.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300305) |
| [Omnitrust Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/omnitrust-wealth-management-inc-298025) | Jacksonville | $107.2 million | 577 | 1 | Not listed | (904) 619-4351 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298025) |
| [Elevate Financial Planning and Wealth Management](https://specstream.ai/data/investment-advisers/firm/elevate-financial-planning-and-wealth-management-329079) | St. Petersburg | $107.1 million | 630 | 38 | Not listed | (727) 478-8886 | elevatefpwm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329079) |
| [Stonex International Advisors Inc](https://specstream.ai/data/investment-advisers/firm/stonex-international-advisors-inc-153799) | Miami | $106.7 million | 77 | 15 | Not listed | (305) 377-8008 | intercam.us | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153799) |
| [Value Financial Advisers, Inc.](https://specstream.ai/data/investment-advisers/firm/value-financial-advisers-inc-107321) | Orlando | $105.3 million | 203 | 4 | Not listed | (303) 770-3030 | valuefinancialadvisers.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107321) |
| [Clout Capital](https://specstream.ai/data/investment-advisers/firm/clout-capital-327315) | Miami | $105 million | 3 | 3 | Not listed | (561) 931-8430 | cloutcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327315) |
| [Asset Planning Corporation](https://specstream.ai/data/investment-advisers/firm/asset-planning-corporation-126242) | W. Palm Beach | $104.4 million | 242 | 5 | Not listed | (561) 689-5724 | fpiginc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/126242) |
| [WLT Partners](https://specstream.ai/data/investment-advisers/firm/wlt-partners-339994) | Miami | $104.3 million | 48 | 3 | Not listed | (305) 200-8877 | wltpartnersria.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339994) |
| [Sum Zero Wealth](https://specstream.ai/data/investment-advisers/firm/sum-zero-wealth-343434) | St. Petersburg | $103.6 million | 128 | 2 | Not listed | (212) 660-4800 | sumzerowealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/343434) |
| [Eurocapital Advisors, Inc](https://specstream.ai/data/investment-advisers/firm/eurocapital-advisors-inc-126163) | Miami | $103.6 million | 9 | 2 | Not listed | (786) 621-5858 | eurocapital-advisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/126163) |
| [Mendoza Private Wealth](https://specstream.ai/data/investment-advisers/firm/mendoza-private-wealth-329126) | North Miami | $101.4 million | 171 | 1 | Not listed | (305) 503-5133 | mendozaprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329126) |
| [Axxets WM](https://specstream.ai/data/investment-advisers/firm/axxets-wm-340858) | Aventura | $101.3 million | 12 | 5 | Not listed | (305) 405-9000 | axxets.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340858) |
| [Wells Global Investment Advisers LLC](https://specstream.ai/data/investment-advisers/firm/wells-global-investment-advisers-llc-150139) | Winter Haven | $101.3 million | 133 | 3 | Not listed | (863) 294-3361 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150139) |
| [Meridian Wealth Group](https://specstream.ai/data/investment-advisers/firm/meridian-wealth-group-342462) | Dade City | $101.1 million | 244 | 2 | Not listed | (813) 830-2736 | meridianwealthgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342462) |
| [Cantata Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/cantata-wealth-management-llc-332526) | Coral Gables | $101.1 million | 115 | 4 | Not listed | (844) 226-8282 | cantatawealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332526) |
| [Gallatin & Company, LLC](https://specstream.ai/data/investment-advisers/firm/gallatin-company-llc-111984) | Vero Beach | $98.1 million | 53 | 1 | Not listed | (772) 231-9607 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111984) |
| [Baytrust Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/baytrust-wealth-management-llc-338822) | Tampa | $97.7 million | 299 | 5 | Not listed | (813) 820-0069 | baytrust.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338822) |
| [RVX Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/rvx-asset-management-llc-282804) | Aventura | $96.8 million | 3 | 4 | 1 | (305) 363-6847 | rvx-am.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282804) |
| [Lion Capital Advisors LLC](https://specstream.ai/data/investment-advisers/firm/lion-capital-advisors-llc-305440) | Miami | $94.8 million | 31 | 3 | Not listed | (305) 849-5222 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305440) |
| [Statetrust Capital, LLC.](https://specstream.ai/data/investment-advisers/firm/statetrust-capital-llc-114052) | Boca Raton | $93.7 million | 238 | 4 | Not listed | (305) 921-8101 | statetrust.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114052) |
| [Capital Q Management LLC](https://specstream.ai/data/investment-advisers/firm/capital-q-management-llc-305337) | Maitland | $93.4 million | 2 | 2 | 1 | (407) 307-2277 | capitalqventures.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305337) |
| [Schaffer & Company Asset Management, Inc.](https://specstream.ai/data/investment-advisers/firm/schaffer-company-asset-management-inc-138463) | Jacksonville | $90.8 million | 562 | 1 | Not listed | (585) 563-8626 | gregoryschaffer.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/138463) |
| [Arias Resource Capital Management LP](https://specstream.ai/data/investment-advisers/firm/arias-resource-capital-management-lp-155885) | Miami | $90.8 million | 2 | 8 | 2 | (305) 913-5402 | arc-fund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155885) |
| [Alphaq Advisors](https://specstream.ai/data/investment-advisers/firm/alphaq-advisors-141006) | Winter Park | $90.6 million | 280 | 2 | Not listed | (407) 982-4550 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/141006) |
| [Zest](https://specstream.ai/data/investment-advisers/firm/zest-316889) | Miami | $90.6 million | 8 | 3 | Not listed | (305) 394-6486 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316889) |
| [Chacon Diaz & Di Virgilio Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/chacon-diaz-di-virgilio-wealth-management-llc-154242) | Gainesville | $90.3 million | 675 | 4 | Not listed | (888) 392-8007 | cddwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/154242) |
| [Api Financial Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/api-financial-advisors-llc-304586) | Rockledge | $84.7 million | 696 | 13 | Not listed | (321) 888-2599 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304586) |
| [Route 20 Private Wealth Inc.](https://specstream.ai/data/investment-advisers/firm/route-20-private-wealth-inc-332581) | Fort Lauderdale | $83.5 million | 180 | 6 | 1 | (954) 712-7490 | route20wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332581) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers). Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC.

Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).