Research Report · 2026-06-30
Institutional Registered Investment Advisers in Florida
SEC-registered investment advisers in Florida ranked by reported institutional client assets.
Firms
593
Total AUM
$2.64T
Median AUM
$391.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | CLOCKWISE CAPITAL LLC | MIAMI | 175233 | $67.5M | 3 | 2026-03-31 | → |
| 302 | BAYSHORE ASSET MANAGEMENT, LLC | CORAL GABLES | 144191 | $740.1M | 4 | 2026-03-31 | → |
| 303 | UYANA PARTNERS LLC | MIAMI | 300280 | $115.0M | 8 | 2026-04-30 | → |
| 304 | VISION ONE MANAGEMENT PARTNERS, LP | MIAMI | 316551 | $184.7M | 6 | 2026-03-31 | → |
| 305 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 306 | GLOBAL WEALTH MANAGEMENT, L.C. | DEERFIELD BEACH | 150743 | $184.2M | 4 | 2026-03-31 | → |
| 307 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | BOCA RATON | 126767 | $1.20B | 12 | 2026-03-31 | → |
| 308 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC | BRADENTON | 283512 | $156.8M | 5 | 2026-03-31 | → |
| 309 | ALLGEN FINANCIAL ADVISORS, INC. | ORLANDO | 126877 | $475.2M | 17 | 2026-03-31 | → |
| 310 | J. L. BAINBRIDGE & CO., INC. | SARASOTA | 108058 | $1.37B | 11 | 2026-03-31 | → |
| 311 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | SARASOTA | 290006 | $828.3M | 6 | 2026-03-31 | → |
| 312 | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | BOCA RATON | 288030 | $193.5M | 5 | 2026-03-31 | → |
| 313 | MMBG INVESTMENT ADVISORS CO. | MIAMI | 285263 | $2.98B | 14 | 2026-03-31 | → |
| 314 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
| 315 | KEATING INVESTMENT COUNSELORS INC | DELRAY BEACH | 110134 | $383.1M | 3 | 2026-04-30 | → |
| 316 | DISCIPLINED EQUITY MANAGEMENT, INC. | NEPTUNE BEACH | 129436 | $521.0M | 4 | 2026-02-28 | → |
| 317 | CAPITAL MARKET STRATEGIES LLC | PALM BEACH GARDENS | 286579 | $267.0M | 5 | 2025-03-31 | → |
| 318 | TOUNJIAN ADVISORY PARTNERS LLC | FORT MYERS | 329635 | $675.5M | 10 | 2026-03-31 | → |
| 319 | FINIAT, LLC | MOUNT DORA | 329094 | $25.6M | 7 | 2026-06-30 | → |
| 320 | FSA INVESTMENT GROUP, LLC | PENSACOLA | 163641 | $761.8M | 12 | 2026-05-31 | → |
| 321 | TIEMPO CAPITAL PARTNERS, LLC | MIAMI | 329367 | $911.0M | 7 | 2026-06-30 | → |
| 322 | MARIACA WEALTH MANAGEMENT, LLC | WELLINGTON | 164001 | $251.1M | 6 | 2026-03-31 | → |
| 323 | DOCK STREET ASSET MANAGEMENT INC | PALM BEACH | 111163 | $1.11B | 6 | 2026-03-31 | → |
| 324 | FLAVIN FINANCIAL SERVICES, INC. | MELBOURNE | 144473 | $205.0M | 4 | 2026-02-28 | → |
| 325 | SHELLMAN INVESTMENT MANAGEMENT, LLC | CORAL GABLES | 316579 | $209.6M | 4 | 2026-03-31 | → |
| 326 | STONEX INTERNATIONAL ADVISORS INC | MIAMI | 153799 | $106.7M | 15 | 2026-05-31 | → |
| 327 | SANDHILL WEALTH MANAGEMENT, INC. | WINTER PARK | 291649 | $118.5M | 2 | 2026-03-31 | → |
| 328 | STATETRUST CAPITAL, LLC. | BOCA RATON | 114052 | $93.7M | 4 | 2026-03-31 | → |
| 329 | MNS FINANCIAL MANAGEMENT, L.L.C. | FORT MYERS | 116604 | $489.2M | 9 | 2026-04-30 | → |
| 330 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 331 | FOGEL CAPITAL MANAGEMENT INC | STUART | 108212 | $436.7M | 11 | 2026-03-31 | → |
| 332 | CLEARWELL ADVISORS, LLC | TAMPA | 306186 | $413.5M | 9 | 2026-04-30 | → |
| 333 | FIDUCIARY FAMILY OFFICE, LLC | BOCA RATON | 326990 | $747.7M | 3 | 2026-03-31 | → |
| 334 | MILLER VALUE PARTNERS, LLC | SARASOTA | 110632 | $418.2M | 5 | 2026-03-31 | → |
| 335 | HAVEN PRIVATE, LLC | ORLANDO | 329012 | $428.1M | 6 | 2026-04-30 | → |
| 336 | SERVATUS CAPITAL, LLC | NAPLES | 311428 | $110.1M | 2 | 2026-03-31 | → |
| 337 | MADDEN ADVISORY SERVICES, INC. | JACKSONVILLE | 112607 | $291.7M | 5 | 2026-05-31 | → |
| 338 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 339 | HIGHLAND INVESTMENT ADVISORS LLC | PONTE VEDRA | 141694 | $368.3M | 11 | 2026-06-30 | → |
| 340 | COQUINA PRIVATE WEALTH LLC | PORT CHARLOTTE | 333615 | $417.6M | 12 | 2026-02-28 | → |
| 341 | ROYAL FUND MANAGEMENT, LLC | LADY LAKE | 144434 | $1.56B | 93 | 2026-05-31 | → |
| 342 | GREENLINE WEALTH MANAGEMENT LLC | BOCA RATON | 298397 | $117.0M | 6 | 2026-04-30 | → |
| 343 | CONCURRENT INVESTMENT ADVISORS, LLC | TAMPA | 323135 | $15.73B | 188 | 2026-06-30 | → |
| 344 | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | TAMPA | 335307 | $435.6M | 9 | 2026-03-31 | → |
| 345 | RUGGIERO INVESTMENTS, INC. | WEST PALM BEACH | 169180 | $137.6M | 5 | 2026-03-31 | → |
| 346 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | CORAL GABLES | 144601 | $121.9M | 17 | 2025-10-31 | → |
| 347 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 348 | WALSH & ASSOCIATES, LLC | SARASOTA | 144441 | $827.7M | 15 | 2026-03-31 | → |
| 349 | PRIVATE WEALTH GROUP, LLC | TAMPA | 128560 | $274.0M | 2 | 2026-04-30 | → |
| 350 | ARAGON CAPITAL LLC | FORT LAUDERDALE | 166958 | $349.3M | 10 | 2026-03-31 | → |
| 351 | PARABLE, LLC | ST AUGUSTINE | 304873 | $176.3M | 5 | 2026-06-30 | → |
| 352 | SUMMIT WEALTH PARTNERS, LLC | ORLANDO | 283648 | $675.7M | 21 | 2026-03-31 | → |
| 353 | INVERSIONES SURA CORP | MIAMI | 318065 | $160.2M | 1 | 2026-06-30 | → |
| 354 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 355 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 356 | CYCAP PARTNERS, LLC | TALLAHASSEE | 335347 | $143.2M | 6 | 2026-03-31 | → |
| 357 | FR FINANCIAL ADVISORS LLC | CORAL SPRINGS | 135980 | $135.7M | 2 | 2026-03-31 | → |
| 358 | FIRESTONE CAPITAL MANAGEMENT INC | SOUTH MIAMI | 106366 | $806.2M | 7 | 2026-06-30 | → |
| 359 | GUIRY CAPITAL MANAGEMENT, LLC | PALM BEACH GARDENS | 122056 | $204.3M | 2 | 2026-03-31 | → |
| 360 | NEWERA WEALTH ADVISORS, INC. | CORAL GABLES | 331612 | $21.7M | 2 | 2025-02-28 | → |
| 361 | AGNELLO FINANCIAL GROUP, INC. | WEST PALM BEACH | 141522 | $378.6M | 4 | 2026-02-28 | → |
| 362 | SYNERGY INVESTMENT MANAGEMENT LLC | ALTAMONTE SPRINGS | 305961 | $681.5M | 22 | 2026-05-31 | → |
| 363 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | FORT LAUDERDALE | 286005 | $722.8M | 42 | 2026-03-31 | → |
| 364 | OMNIA FAMILY WEALTH, LLC | AVENTURA | 170909 | $994.6M | 10 | 2026-06-30 | → |
| 365 | ANDREW HILL INVESTMENT ADVISORS, INC. | NAPLES | 141590 | $231.3M | 4 | 2026-02-28 | → |
| 366 | GWN SECURITIES INC. | PALM BEACH GARDENS | 128929 | $4.75B | 707 | 2026-04-30 | → |
| 367 | XCEL WEALTH MANAGEMENT, LLC | HOLLY HILL | 158863 | $497.9M | 4 | 2026-02-28 | → |
| 368 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 369 | INSTRUMENTAL WEALTH, LLC | TAMPA | 310788 | $508.0M | 12 | 2026-03-31 | → |
| 370 | STILLWATER WEALTH MANAGEMENT GROUP LLC | JUNO BEACH | 309796 | $206.6M | 3 | 2026-06-30 | → |
| 371 | KIRTLAND FINANCIAL MANAGEMENT, INC. | CORAL GABLES | 131138 | $396.1M | 3 | 2026-03-31 | → |
| 372 | LIGHTHOUSE FINANCIAL LLC | SAINT PETERSBURG | 137277 | $755.6M | 1 | 2026-06-30 | → |
| 373 | SHARIAPORTFOLIO, INC. | LAKE MARY | 173937 | $3.01B | 21 | 2026-04-30 | → |
| 374 | MOSELEY INVESTMENT MANAGEMENT, INC. | BRADENTION | 124152 | $456.8M | 7 | 2026-03-31 | → |
| 375 | WILSON GROUP FINANCIAL MANAGEMENT, LLC | ORLANDO | 339651 | $125.1M | 9 | 2026-05-31 | → |
| 376 | DESTINY FAMILY OFFICE | TAVARES | 338015 | $605.1M | 7 | 2026-06-30 | → |
| 377 | CHIRON CAPITAL MANAGEMENT, LLC | TALLAHASSEE | 308286 | $242.6M | 6 | 2026-03-31 | → |
| 378 | OSPREY CAPITAL MANAGEMENT CORP. | MIAMI BEACH | 172524 | $197.2M | 1 | 2026-02-28 | → |
| 379 | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED | BOCA RATON | 108998 | $141.9M | 5 | 2026-05-31 | → |
| 380 | WASHBURN CAPITAL MANAGEMENT INC. | VERO BEACH | 125708 | $253.6M | 3 | 2026-02-28 | → |
| 381 | RED REEF ADVISORS LLC | BOCA RATON | 174748 | $135.0M | 3 | 2026-03-31 | → |
| 382 | GLAXIS CAPITAL MANAGEMENT, LLC | SARASOTA | 134227 | $160.8M | 5 | 2026-03-31 | → |
| 383 | FORZA WEALTH MANAGEMENT, LLC | SARASOTA | 281075 | $422.4M | 4 | 2026-03-31 | → |
| 384 | ONE + ONE WEALTH MANAGEMENT, LLC | JUPITER | 310906 | $383.0M | 5 | 2026-02-28 | → |
| 385 | SOLIST WEALTH, LLC | TAMPA | 329317 | $130.1M | 1 | 2026-06-30 | → |
| 386 | CORE WEALTH MANAGEMENT, INC. | JUPITER | 162870 | $404.7M | 4 | 2026-03-31 | → |
| 387 | CHIPSER WEALTH MANAGEMENT, LLC | DESTIN | 306396 | $140.0M | 3 | 2026-01-31 | → |
| 388 | GREAT NORTHERN ASSET MANAGEMENT, INC. | WINTER PARK | 166788 | $73.1M | 5 | 2026-03-31 | → |
| 389 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 390 | CASTLE WEALTH MANAGEMENT LLC | BOYNTON BEACH | 118364 | $430.1M | 6 | 2026-03-31 | → |
| 391 | PERSONAL FINANCIAL PROFILES INC | CORAL SPRINGS | 109327 | $335.3M | 2 | 2026-02-28 | → |
| 392 | ALHAMBRA INVESTMENT MANAGEMENT LLC | PALMETTO BAY | 138537 | $320.2M | 5 | 2026-06-30 | → |
| 393 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 394 | FIRSTRUST LLC | DAYTONA BEACH | 111800 | $250.0M | 6 | 2026-03-31 | → |
| 395 | STEWARDSHIP ADVISORY GROUP, LLC | CLERMONT | 165710 | $321.9M | 17 | 2026-06-30 | → |
| 396 | WEALTHGEN ADVISORS, LLC | SARASOTA | 306196 | $146.6M | 2 | 2026-03-31 | → |
| 397 | WEALTH ADVISORS OF TAMPA BAY LLC | TAMPA | 162724 | $456.8M | 8 | 2026-03-31 | → |
| 398 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
| 399 | POINCIANA ADVISORS GROUP, LLC | PALM BEACH GARDENS | 137423 | $396.0M | 2 | 2026-03-31 | → |
| 400 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
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