Research Report · 2026-02-28
Largest Registered Investment Advisers in Florida
Florida SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
100
Total AUM
$143.45B
Median AUM
$380.7M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2025-12-31 | → |
| 2 | FACET WEALTH, INC | WEST PALM BEACH | 285961 | $6.04B | 168 | 2026-02-28 | → |
| 3 | EULAV ASSET MANAGEMENT | SARASOTA | 156397 | $4.90B | 14 | 2025-07-31 | → |
| 4 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 5 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 6 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 7 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 8 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 9 | TIMOTHY PARTNERS, LTD. | MAITLAND | 41835 | $2.86B | 24 | 2026-02-28 | → |
| 10 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 12 | ISAM FUNDS (USA) LLC | BOCA RATON | 307934 | $2.33B | 58 | 2026-01-31 | → |
| 13 | CICCARELLI ADVISORY SERVICES INC | NAPLES | 110904 | $1.59B | 16 | 2025-11-30 | → |
| 14 | AMERICAN FINANCIAL ADVISORS INC | WINTER PARK | 108530 | $1.28B | 8 | 2026-02-28 | → |
| 15 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
| 16 | AB2 CAPITAL PARTNERS LLC | HOLLYWOOD | 318038 | $1.15B | 1 | 2026-02-28 | → |
| 17 | NEWFOUND RESEARCH LLC | ST. PETERSBURG | 159064 | $1.11B | 5 | 2026-02-28 | → |
| 18 | PANORAMIKA ADVISORS INC. | MIAMI | 172737 | $1.05B | 2 | 2026-02-28 | → |
| 19 | WHALEROCK POINT PARTNERS, LLC | WEST PALM BEACH | 140781 | $1.04B | 6 | 2026-01-31 | → |
| 20 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 21 | STORGE PARTNERS ECONOMIC STUDIES LLC | CORAL GABLES | 305395 | $866.6M | 5 | 2026-02-28 | → |
| 22 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 23 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 24 | DONALD L. HAGAN, LLC | SARASOTA | 139671 | $842.8M | 10 | 2025-10-31 | → |
| 25 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
| 26 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $763.0M | 5 | 2025-10-31 | → |
| 27 | LIGHTHOUSE FINANCIAL LLC | LARGO | 137277 | $755.6M | 1 | 2026-02-28 | → |
| 28 | CENTRICA WEALTH MANAGEMENT, LLC | MIAMI | 335042 | $627.4M | 3 | 2026-02-28 | → |
| 29 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 30 | CPA ASSET MANAGEMENT GROUP, LLC | WEST PALM BEACH | 107833 | $619.2M | 11 | 2026-02-28 | → |
| 31 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 32 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | JACKSONVILLE | 169274 | $571.2M | 3 | 2026-02-28 | → |
| 33 | F&V CAPITAL MANAGEMENT, L.L.C. | BOCA RATON | 146399 | $557.8M | 7 | 2026-02-28 | → |
| 34 | FINANCIAL HARVEST, LLC | WINTER PARK | 148271 | $557.4M | 9 | 2026-02-28 | → |
| 35 | TRG ADVISORS, INC. | LAKEWOOD RANCH | 297171 | $547.7M | 3 | 2025-03-31 | → |
| 36 | JACKSONVILLE WEALTH MANAGEMENT, LLC | JACKSONVILLE | 309312 | $533.5M | 13 | 2026-02-28 | → |
| 37 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | ORMOND BEACH | 316843 | $527.2M | 12 | 2026-02-28 | → |
| 38 | DISCIPLINED EQUITY MANAGEMENT, INC. | NEPTUNE BEACH | 129436 | $521.0M | 4 | 2026-02-28 | → |
| 39 | POLAR CAPITAL (AMERICA) CORPORATION | TAMPA | 155389 | $505.6M | 12 | 2025-10-31 | → |
| 40 | XCEL WEALTH MANAGEMENT, LLC | HOLLY HILL | 158863 | $497.9M | 4 | 2026-02-28 | → |
| 41 | BAYMOUNT MANAGEMENT LP | MIAMI | 304809 | $485.7M | 5 | 2025-03-31 | → |
| 42 | NOMAD FINTECH INC | ORLANDO | 307764 | $448.6M | 53 | 2026-01-31 | → |
| 43 | COQUINA PRIVATE WEALTH LLC | PORT CHARLOTTE | 333615 | $417.6M | 12 | 2026-02-28 | → |
| 44 | NORTHBRIDGE FINANCIAL GROUP, LLC | TAMPA | 310394 | $413.1M | 11 | 2026-02-28 | → |
| 45 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 46 | CLARITY CAPITAL ADVISORS, LLC | LAKEWOOD RANCH | 282405 | $406.3M | 2 | 2026-02-28 | → |
| 47 | GLOBAL TRUST ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 143120 | $384.5M | 12 | 2026-01-31 | → |
| 48 | ONE + ONE WEALTH MANAGEMENT, LLC | JUPITER | 310906 | $383.0M | 5 | 2026-02-28 | → |
| 49 | CANOPY 360 WEALTH, LLC | OCALA | 296771 | $382.8M | 9 | 2026-01-31 | → |
| 50 | MYRIAD ASSET MANAGEMENT ADVISORS LLC | WEST PALM BEACH | 335546 | $380.9M | 5 | 2026-02-28 | → |
| 51 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 52 | AGNELLO FINANCIAL GROUP, INC. | WEST PALM BEACH | 141522 | $378.6M | 4 | 2026-02-28 | → |
| 53 | BOCA WEALTH ADVISORS, LLC | BOCA RATON | 108038 | $378.6M | 2 | 2026-01-31 | → |
| 54 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 55 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
| 56 | HIGHLAND INVESTMENT ADVISORS LLC | PONTE VEDRA | 141694 | $368.3M | 11 | 2026-02-28 | → |
| 57 | SCHORN WEALTH, LLC | ENGLEWOOD | 304104 | $367.8M | 12 | 2026-02-28 | → |
| 58 | AURORA INVESTMENT MANAGERS, LLC | NAPLES | 146325 | $358.7M | 4 | 2026-02-28 | → |
| 59 | LIFE PLANNING PARTNERS, INC. | JACKSONVILLE | 129338 | $354.0M | 8 | 2026-01-31 | → |
| 60 | HERITAGE OAK WEALTH ADVISORS LLC | SANTA ROSA BEACH | 323925 | $347.4M | 11 | 2026-02-28 | → |
| 61 | PERSONAL FINANCIAL PROFILES INC | CORAL SPRINGS | 109327 | $335.3M | 2 | 2026-02-28 | → |
| 62 | POWER FINANCIAL PARTNERS, LLC | TAMPA | 324253 | $329.1M | 4 | 2026-02-28 | → |
| 63 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 64 | NORTHSTAR FINANCIAL PLANNERS, INC. | PLANTATION | 131507 | $311.6M | 8 | 2026-02-28 | → |
| 65 | STORR CAPITAL, LLC | WEST PALM BEACH | 324212 | $309.5M | 8 | 2026-01-31 | → |
| 66 | HOLLAND ADVISORY SERVICES, INC. | ORMOND BEACH | 136302 | $307.7M | 17 | 2026-02-28 | → |
| 67 | PL3 CAPITAL LP | SUNNY ISLES BEACH | 331201 | $300.7M | 2 | 2025-02-28 | → |
| 68 | CATHY PARETO AND ASSOCIATES, INC. | CORAL GABLES | 145919 | $300.1M | 7 | 2026-01-31 | → |
| 69 | PALM VALLEY CAPITAL MANAGEMENT LLC | JACKSONVILLE BEACH | 299896 | $281.6M | 2 | 2026-01-31 | → |
| 70 | LPF ADVISORS, LLC | SARASOTA | 298068 | $277.5M | 5 | 2025-04-30 | → |
| 71 | GLOBAL INVESTMENT ADVISER LC | NORTH PALM BEACH | 105862 | $276.4M | 2 | 2025-05-31 | → |
| 72 | CHRONOS WEALTH MANAGEMENT, L.L.C. | CLEARWATER | 299782 | $274.0M | 3 | 2026-02-28 | → |
| 73 | CAPITAL MARKET STRATEGIES LLC | PALM BEACH GARDENS | 286579 | $267.0M | 5 | 2025-03-31 | → |
| 74 | WATERSTONE FINANCIAL ADVISORY LLC | FORT MYERS | 325012 | $262.5M | 5 | 2026-02-28 | → |
| 75 | UTOPIA WEALTH MANAGEMENT, LLC | COCONUT CREEK | 300266 | $261.4M | 3 | 2026-01-31 | → |
| 76 | ID FUNDS ADVISOR LLC | BOCA RATON | 305035 | $260.1M | 12 | 2025-10-31 | → |
| 77 | IFS ADVISORS, INC | SARASOTA | 153975 | $256.7M | 3 | 2025-02-28 | → |
| 78 | WASHBURN CAPITAL MANAGEMENT INC. | VERO BEACH | 125708 | $253.6M | 3 | 2026-02-28 | → |
| 79 | BRIDGES CAPITAL LLC | FORT LAUDERDALE | 297718 | $251.6M | 1 | 2026-01-31 | → |
| 80 | OXENFREE CAPITAL LLC | MELBOURNE | 327105 | $249.8M | 8 | 2026-02-28 | → |
| 81 | LIBERTY PRIVATE CLIENT, LLC | FORT MYERS | 305130 | $246.9M | 4 | 2025-03-31 | → |
| 82 | RINALDI WEALTH MANAGEMENT, INC. | BONITA SPRINGS | 311583 | $243.2M | 3 | 2026-02-28 | → |
| 83 | MILLARES ASSET MANAGEMENT, LLC | CORAL GABLES | 144620 | $236.2M | 3 | 2026-02-28 | → |
| 84 | PALACIOS WEALTH MANAGEMENT, LLC | ORMOND BEACH | 327660 | $234.3M | 4 | 2026-02-28 | → |
| 85 | ANDREW HILL INVESTMENT ADVISORS, INC. | NAPLES | 141590 | $231.3M | 4 | 2026-02-28 | → |
| 86 | LYNX ADVISORY PARTNERS LLC | CORAL GABLES | 326594 | $221.4M | 7 | 2026-02-28 | → |
| 87 | PULLEN INVESTMENT MANAGEMENT, LLC | BRADENTON | 310149 | $221.0M | 5 | 2026-02-28 | → |
| 88 | SKY ALPHA ASSET ADVISORS LLC | BOCA RATON | 295839 | $216.0M | 3 | 2026-02-28 | → |
| 89 | GLOBAL TRUST WEALTH MANAGEMENT LLC | WEST PALM BEACH | 333458 | $213.7M | 5 | 2026-02-28 | → |
| 90 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | JACKSONVILLE | 120084 | $213.5M | 5 | 2026-02-28 | → |
| 91 | IMG WEALTH MANAGEMENT, INC. | JACKSONVILLE | 285966 | $209.7M | 7 | 2026-02-28 | → |
| 92 | SOUTHCOL ADVISORS, LLC | NAPLES | 308154 | $208.7M | 4 | 2026-02-28 | → |
| 93 | STILLWATER WEALTH MANAGEMENT GROUP LLC | JUNO BEACH | 309796 | $206.6M | 3 | 2026-02-28 | → |
| 94 | FLAVIN FINANCIAL SERVICES, INC. | MELBOURNE | 144473 | $205.0M | 4 | 2026-02-28 | → |
| 95 | AHL INVESTMENT MANAGEMENT, INC. | WINTER PARK | 120593 | $200.0M | 3 | 2025-01-31 | → |
| 96 | OSPREY CAPITAL MANAGEMENT CORP. | MIAMI BEACH | 172524 | $197.2M | 1 | 2026-02-28 | → |
| 97 | SETCHFIELD ASSOCIATES LLC | BRADENTON | 113289 | $192.8M | 2 | 2026-02-28 | → |
| 98 | NUMA AMERICAS CORP. | MIAMI | 164602 | $192.7M | 10 | 2026-02-28 | → |
| 99 | DAVIS PRIVATE WEALTH, LLC | ROYAL PALM BEACH | 285952 | $192.7M | 3 | 2026-02-28 | → |
| 100 | ARMADA ADVISORS, INC. | PENSACOLA | 150416 | $190.3M | 2 | 2026-02-28 | → |
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