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Investment advisers in Florida: 1,333 firms, page 5

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, 1,201 to 1,333 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 5

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Challen Asset Management, LLCJacksonvilleNot listedNot listedNot listed1(904) 355-7700challenpartners.comadviserinfo.sec.gov
Chayne Global ManagementMiamiNot listedNot listedNot listed1(305) 600-5200chayne.comadviserinfo.sec.gov
Chicago Equity Advisors, LLCSt. PetersburgNot listedNot listedNot listed1(847) 894-3288adviserinfo.sec.gov
D&T Capital Management, LLCMiamiNot listedNot listedNot listed1(305) 803-6407adviserinfo.sec.gov
Delgatto Capital Group LLCPalm BeachNot listedNot listedNot listed1(561) 249-1845adviserinfo.sec.gov
Dila MC LLCMiamiNot listedNot listedNot listed1+5 2552 167 0153dilacapital.comadviserinfo.sec.gov
Dis Management CompanyMiami BeachNot listedNot listedNot listed1(917) 656-8390adviserinfo.sec.gov
Dowling Capital PartnersVero BeachNot listedNot listedNot listed1(860) 676-7377adviserinfo.sec.gov
Echelon Investment Partners LPBoca RatonNot listedNot listedNot listed1(908) 546-7940adviserinfo.sec.gov
Encore Finance Group, L.L.C.HollywoodNot listedNot listedNot listed1(888) 538-1777encorefinance.comadviserinfo.sec.gov
Epiphanly Advisory, LLCAventuraNot listedNot listedNot listed1(201) 401-0704epiphanly.comadviserinfo.sec.gov
Fein Capital LLCCoral SpringsNot listedNot listedNot listed1(516) 376-9069adviserinfo.sec.gov
Firstwave Capital Management, LLCMiamiNot listedNot listedNot listed1(786) 348-2332firstwavefund.comadviserinfo.sec.gov
Flank Fund Manager, LLCPalm BeachNot listedNot listedNot listed1(646) 477-6021adviserinfo.sec.gov
Flint Ridge Capital LLCSarasotaNot listedNot listedNot listed1(914) 457-0470flintridgepartners.comadviserinfo.sec.gov
Glidepath Advisors, LLCOpa-LockaNot listedNot listedNot listed1(646) 522-6175glidepath.aiadviserinfo.sec.gov
Globis Capital Management L.P.Boca RatonNot listedNot listedNot listed1(212) 847-3248adviserinfo.sec.gov
Golden Spades Advisory LLCFort LauderdaleNot listedNot listedNot listed1(773) 971-2556adviserinfo.sec.gov
Greenbird Intelligence Management, LLCBoca RatonNot listedNot listedNot listed1(646) 798-2850adviserinfo.sec.gov
Heeney CapitalWest Palm BeachNot listedNot listedNot listed1(310) 634-3627adviserinfo.sec.gov
Helm Investment Partners, LLCMiamiNot listedNot listedNot listed1(203) 246-5099helmip.comadviserinfo.sec.gov
Horizon Founders Capital, LLCMiami BeachNot listedNot listedNot listed1(650) 861-9090adviserinfo.sec.gov
In-Depth Partners, LLCMiami BeachNot listedNot listedNot listed1(786) 688-4347in-depthpartners.comadviserinfo.sec.gov
Inflection Point Asset Management LLCMiami BeachNot listedNot listedNot listed1(516) 445-5417inflectionpointacquisition.comadviserinfo.sec.gov
Isv Management Company, LLCWest Palm BeachNot listedNot listedNot listed1(415) 574-0863impactscience.vcadviserinfo.sec.gov
Jab Capital Management, LLCMiami BeachNot listedNot listedNot listed1(786) 456-5987adviserinfo.sec.gov
Jasper StewardMiramarNot listedNot listedNot listed1(754) 600-9127jaspersteward.comadviserinfo.sec.gov
Jessnick Capital Management,LlcMiami BeachNot listedNot listedNot listed1(415) 298-7798jessnick.comadviserinfo.sec.gov
KC Capital Management LLCTampaNot listedNot listedNot listed1(318) 608-2420kccapitalmgmt.comadviserinfo.sec.gov
KMD Investments Manager, LLCBoca RatonNot listedNot listedNot listed1(954) 579-4587kmdinvestmentsgp.comadviserinfo.sec.gov
Kinea US Asset Management LLCCoconut GroveNot listedNot listedNot listed1+55 11 3073 8700kinea.com.bradviserinfo.sec.gov
Kingdom Capital Management, Inc.Palm Beach GardensNot listedNot listedNot listed1(561) 847-3597kingdomcapitalm.comadviserinfo.sec.gov
Kirmani PartnersLake MaryNot listedNot listedNot listed1(407) 483-2063adviserinfo.sec.gov
Latham Capital Management, LLCGainesvilleNot listedNot listedNot listed1(352) 359-2237adviserinfo.sec.gov
Latin America Real Assets Capital Management LLCBoca RatonNot listedNot listedNot listed1(561) 816-0569adviserinfo.sec.gov
Markley Capital Management LPMiami BeachNot listedNot listedNot listed1(646) 817-3434adviserinfo.sec.gov
Mas Alpha SecuritiesCoral GablesNot listedNot listedNot listed1(305) 542-5398masalphasecurities.comadviserinfo.sec.gov
Mastermind Holdings LLCThe VillagesNot listedNot listedNot listed1(352) 850-6151adviserinfo.sec.gov
Masters Research Partners LLCBoca RatonNot listedNot listedNot listed1(561) 287-4650mastersresearch.comadviserinfo.sec.gov
Mercer Street Capital Partners, LLCMiamiNot listedNot listedNot listed1(646) 762-9974mercerstcap.comadviserinfo.sec.gov
Mindroads Capital, LLCOcoeeNot listedNot listedNot listed1(407) 922-5337mindroadscapital.comadviserinfo.sec.gov
NTV Frontier ManagementNaplesNot listedNot listedNot listed1(443) 858-8587naplestechnologyventures.comadviserinfo.sec.gov
NTV Management LLCNaplesNot listedNot listedNot listed1(443) 653-2243naplestechnologyventures.comadviserinfo.sec.gov
NTV Prosperity ManagementNaplesNot listedNot listedNot listed1(703) 919-8811naplestechnologyventures.comadviserinfo.sec.gov
O'Leary Ventures Management, L.P.MiamiNot listedNot listedNot listed1(587) 899-8533adviserinfo.sec.gov
Orlando Funeral Advisors LLCOrlandoNot listedNot listedNot listed1(888) 788-7526adviserinfo.sec.gov
Parrish Capital PartnersCoral GablesNot listedNot listedNot listed1(786) 863-3884adviserinfo.sec.gov
Parthenon Athena Advisors LLCWest Palm BeachNot listedNot listedNot listed1(646) 530-1113adviserinfo.sec.gov
Polytope Research LLCMiamiNot listedNot listedNot listed1(954) 271-3436polytope-research.comadviserinfo.sec.gov
Presstige Global Ventures LLCFt. LauderdaleNot listedNot listedNot listed1(954) 817-0985adviserinfo.sec.gov
Prime-StarMiamiNot listedNot listedNot listed1(800) 755-7332adviserinfo.sec.gov
Principia Global Capital LLCMiamiNot listedNot listedNot listed1(862) 432-6579principiacapital.comadviserinfo.sec.gov
Private Value Management, LPNeptune BeachNot listedNot listedNot listed1(410) 268-2850privatevaluelp.comadviserinfo.sec.gov
Qualtus Investment Partners LLCKey BiscayneNot listedNot listedNot listed1(786) 828-7935qualtus.comadviserinfo.sec.gov
R01 Capital Manager LLCMiami BeachNot listedNot listedNot listed1(305) 982-7994adviserinfo.sec.gov
RPF CapitalSaint PetersburgNot listedNot listedNot listed1(727) 456-9203adviserinfo.sec.gov
Reforge Capital, LLCOrlandoNot listedNot listedNot listed1(626) 377-1291adviserinfo.sec.gov
Rocana-Semillero Advisors US LLCMiami BeachNot listedNot listedNot listed1(646) 413-3484adviserinfo.sec.gov
Roe Investment Management, LLCWestonNot listedNot listedNot listed1+52-55-2888-0601adviserinfo.sec.gov
Rothguard LLCLehigh AcresNot listedNot listedNot listed1(970) 396-9116rothguard.comadviserinfo.sec.gov
Secure Net Management LLCClearwaterNot listedNot listedNot listed1(727) 325-1589adviserinfo.sec.gov
Seven Point Management, Inc.HialeahNot listedNot listedNot listed1(203) 604-0323sevenpointpartners.comadviserinfo.sec.gov
Shadow Lake Partners, LLCTampaNot listedNot listedNot listed1(727) 776-7465shadowlakepartners.comadviserinfo.sec.gov
Shaked Capital Advisors, LLCMiami BeachNot listedNot listedNot listed1(917) 748-9638shakedcapital.comadviserinfo.sec.gov
Stonemarcc Capital Management LLCSaint PetersburgNot listedNot listedNot listed1(813) 532-6936adviserinfo.sec.gov
StrlexLake NonaNot listedNot listedNot listed1(239) 215-0101strlexgroup.comadviserinfo.sec.gov
Sugar Free Capital Management Company, LLCBal HarbourNot listedNot listedNot listed1(617) 784-8214sugarfreecapital.comadviserinfo.sec.gov
Tampa Bay Ventures, LLCTampaNot listedNot listedNot listed1(727) 238-5265adviserinfo.sec.gov
Techfarms Capital Management, LLCPensacolaNot listedNot listedNot listed1(850) 384-0962techfarmscapital.comadviserinfo.sec.gov
The Stagwell Group LLCMiami BeachNot listedNot listedNot listed1(202) 478-4916adviserinfo.sec.gov
Tidal Fund Manager LLCPalm BeachNot listedNot listedNot listed1(646) 477-6021tidalrep.comadviserinfo.sec.gov
Trent Capital Partners, LLCNaplesNot listedNot listedNot listed1(239) 403-0217trentequity.comadviserinfo.sec.gov
Triquetra Capital LLCPalm BeachNot listedNot listedNot listed1(917) 447-4281adviserinfo.sec.gov
Verix Equity PartnersBoca RatonNot listedNot listedNot listed1(443) 794-1081verixequity.comadviserinfo.sec.gov
Visconti Industries Incorporated®Coconut GroveNot listedNot listedNot listed1(305) 796-1053adviserinfo.sec.gov
WPC US GP LLCWest Palm BeachNot listedNot listedNot listed1(561) 797-8712windsorgp.comadviserinfo.sec.gov
Waveslice FundMiamiNot listedNot listedNot listed1(646) 535-1002adviserinfo.sec.gov
Zevix Fund America LLCFort LauderdaleNot listedNot listedNot listed1(703) 946-1497zevixcapital.comadviserinfo.sec.gov
1977 Wealth, LLCMiamiNot listed02Not listed(561) 419-94441977wealth.comadviserinfo.sec.gov
ARK Capital Investments LLCSt PetersburgNot listed05Not listed(727) 810-8160adviserinfo.sec.gov
Abacus Asset Management, LLCOrlandoNot listed09Not listed(407) 358-3332abacusgm.comadviserinfo.sec.gov
Aligned Wealth Advisors, LLCMiamiNot listed015Not listed(305) 702-3030alignedwealth.comadviserinfo.sec.gov
Alius Capital PartnersAventuraNot listed02Not listed(305) 495-5440aliuscp.comadviserinfo.sec.gov
Anchor & Oak Wealth AdvisorsMarco IslandNot listed04Not listed(516) 662-2546adviserinfo.sec.gov
Blue Orca SecuritiesNorth Palm BeachNot listed01Not listed(561) 262-1663adviserinfo.sec.gov
Boardwalk Investment Group LPMiamiNot listed03Not listed(305) 549-5190boardwalkig.comadviserinfo.sec.gov
C2c Private Wealth, LLCMiamiNot listed02Not listed(754) 802-2992adviserinfo.sec.gov
CMC Advisors, Inc.Boca RatonNot listed04Not listed(212) 402-1850adviserinfo.sec.gov
CNL Educational Institute, LLCOrlandoNot listed05Not listed(407) 540-2541adviserinfo.sec.gov
Calixto Global Partners LLCCoral GablesNot listedNot listedNot listedNot listed(305) 602-3400adviserinfo.sec.gov
Coolabah Investment Management (USA) IncMiamiNot listed01Not listed(305) 722-7789coolabahcapital.comadviserinfo.sec.gov
Cradle Capital CorpMiamiNot listed01Not listed(781) 632-9471cradle.capitaladviserinfo.sec.gov
Dan Thornsberry Capital Advisors, LLCBelleair BeachNot listed01Not listed(614) 530-5185adviserinfo.sec.gov
Dow Family Office Advisory, LLCLakewood RanchNot listed02Not listed(207) 200-2200adviserinfo.sec.gov
Emcee InvestMiamiNot listed02Not listed(201) 366-2224adviserinfo.sec.gov
Ethos Investment Advisory Group LLCMiamiNot listed02Not listed(786) 303-2447adviserinfo.sec.gov
FBMC Retirement Solutions, LLCTallahasseeNot listed02Not listed(850) 296-1917adviserinfo.sec.gov
Fortuna Private Wealth Management Corp.MiamiNot listed02Not listed(786) 631-7103fortunapwm.comadviserinfo.sec.gov
Four Pillars Financial Planning Group, LLCNokomisNot listed09Not listed(941) 966-4444adviserinfo.sec.gov
Fusion Quant TechnologiesMiamiNot listed01Not listed(773) 872-1148moneyskool.comadviserinfo.sec.gov
Gladiatori Capital LLCCoral GablesNot listedNot listedNot listedNot listed(917) 733-8490adviserinfo.sec.gov
Integrated Financial Strategies, LLCFort LauderdaleNot listed05Not listed(954) 526-8339adviserinfo.sec.gov
Inter Advisors LLCMiamiNot listed08Not listed(888) 305-7264inter.coadviserinfo.sec.gov
Interest Financial, LLCTampaNot listed04Not listed(813) 421-5704medium.comadviserinfo.sec.gov
International Assets Advisory, LLCOrlandoNot listed03Not listed(407) 254-1500iaac.comadviserinfo.sec.gov
LDN Wealth, LLCOrlandoNot listed05Not listed(407) 567-1945adviserinfo.sec.gov
Latigo Peak Partners, LLCPalm Beach GardensNot listed010Not listed(833) 452-8446latigopeak.comadviserinfo.sec.gov
Mavs Wealth Management Group, LLCSt. PetersburgNot listed01Not listed(561) 543-4340mavswealthgroup.comadviserinfo.sec.gov
Mfo Healthcare PartnersBoca RatonNot listed010Not listed(954) 289-0987mfohealthcarepartners.comadviserinfo.sec.gov
Mifel WealthMiamiNot listed01Not listed(786) 702-0078adviserinfo.sec.gov
Moola Copilot LLCNaplesNot listed01Not listed(352) 812-4320adviserinfo.sec.gov
Naples Wealth Advisors, LLCNaplesNot listed01Not listed(239) 325-1811napleswa.comadviserinfo.sec.gov
Nextreg Advisors LLCMiamiNot listed05Not listed(786) 316-0577nextreg.aiadviserinfo.sec.gov
Nostradamus Solutions LLCMiamiNot listed01Not listed(310) 709-6872nostradamus.solutionsadviserinfo.sec.gov
Opima Capital Management, LLCOcoeeNot listed01Not listed(407) 612-7602opimacapital.comadviserinfo.sec.gov
Ott Family HoldingOrlandoNot listedNot listedNot listedNot listed(239) 215-0101adviserinfo.sec.gov
Peak Nine Capital Advisors, LLCNaplesNot listed05Not listed(239) 777-1054adviserinfo.sec.gov
Plan Confidence CorporationSarasotaNot listed03Not listed(312) 373-0772adviserinfo.sec.gov
Polen International Equity LLCBoca RatonNot listed014Not listed(561) 241-2425polencapital.comadviserinfo.sec.gov
Poloidal Capital 9d Advisors LLCMiamiNot listed04Not listed(786) 224-6890poloidalcapital.comadviserinfo.sec.gov
Poolit Fund Management, LLCMiamiNot listed04Not listed(786) 321-2134thepoolit.comadviserinfo.sec.gov
Quant Alpha Decisions LLCNaplesNot listed03Not listed(914) 391-4080adviserinfo.sec.gov
Regfi USA, LLCMiamiNot listed04Not listed(305) 845-2740regfiusa.comadviserinfo.sec.gov
Remotiv / Financial SoundingsCoconut GroveNot listed05Not listed(786) 697-0839adviserinfo.sec.gov
Robo Advisor, Inc.Lake MaryNot listed03Not listed(407) 474-5600roboadvisor.comadviserinfo.sec.gov
Seminario Asset Management LLCCoral GablesNot listed010Not listed(786) 292-0512adviserinfo.sec.gov
Slavic Wealth Management, Inc.Boca RatonNot listed018Not listed(561) 241-9244adviserinfo.sec.gov
The Institute of Financial Wellness, LLCFort LauderdaleNot listed07Not listed(305) 978-8107the-ifw.comadviserinfo.sec.gov
Together Wealth Group LLCMiami BeachNot listed05Not listed(786) 245-3448togetherwealthgroup.comadviserinfo.sec.gov
VLB CapitalWestonNot listed02Not listed(305) 850-4543adviserinfo.sec.gov
Vector Technologies, LLCMiami BeachNot listed03Not listed(305) 317-0140adviserinfo.sec.gov
Verdara PPP LLCTampaNot listed02Not listed(813) 395-9515adviserinfo.sec.gov
William Raveis, Moran Wealth Management, LLCNaplesNot listed01Not listed(239) 920-4521adviserinfo.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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