Research Report · 2026-06-30
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
1,067
Total AUM
$4.09T
Median AUM
$361.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1001 | LION CAPITAL ADVISORS LLC | MIAMI | 305440 | $94.8M | 3 | 2026-03-31 | → |
| 1002 | STATETRUST CAPITAL, LLC. | BOCA RATON | 114052 | $93.7M | 4 | 2026-03-31 | → |
| 1003 | CAPITAL Q MANAGEMENT LLC | MAITLAND | 305337 | $93.4M | 2 | 2026-02-28 | → |
| 1004 | CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | DAVIE | 301911 | $92.9M | 2 | 2026-03-31 | → |
| 1005 | EARTHVIEW ADVISORS LLC | MIAMI | 326565 | $91.7M | 2 | 2025-03-31 | → |
| 1006 | SCHAFFER & COMPANY ASSET MANAGEMENT, INC. | JACKSONVILLE | 138463 | $90.8M | 1 | 2026-03-31 | → |
| 1007 | ARIAS RESOURCE CAPITAL MANAGEMENT LP | MIAMI | 155885 | $90.8M | 8 | 2026-04-30 | → |
| 1008 | ALPHAQ ADVISORS LLC | WINTER PARK | 141006 | $90.6M | 2 | 2026-02-28 | → |
| 1009 | ZEST CAPITAL LLC | MIAMI | 316889 | $90.6M | 3 | 2026-03-31 | → |
| 1010 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | GAINESVILLE | 154242 | $90.3M | 4 | 2026-04-30 | → |
| 1011 | API FINANCIAL ADVISORS, LLC | ROCKLEDGE | 304586 | $84.7M | 13 | 2026-06-30 | → |
| 1012 | ROUTE 20 PRIVATE WEALTH INC. | FORT LAUDERDALE | 332581 | $83.5M | 6 | 2026-03-31 | → |
| 1013 | INTER US MANAGEMENT, LLC | MIAMI | 334212 | $83.4M | 6 | 2026-03-31 | → |
| 1014 | PROXY WEALTH ADVISORS LLC | WINDERMERE | 298080 | $83.3M | 25 | 2026-04-30 | → |
| 1015 | MGM INNOVA CAP MANAGEMENT LLC | MIAMI | 301918 | $78.0M | 10 | 2026-05-31 | → |
| 1016 | CENTER LAKE CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 174311 | $77.9M | 1 | 2026-05-31 | → |
| 1017 | GREAT NORTHERN ASSET MANAGEMENT, INC. | WINTER PARK | 166788 | $73.1M | 5 | 2026-03-31 | → |
| 1018 | STRUCTURE WEALTH PARTNERS LLC | ORLANDO | 338538 | $68.2M | 1 | 2026-03-31 | → |
| 1019 | CLOCKWISE CAPITAL LLC | MIAMI | 175233 | $67.5M | 3 | 2026-03-31 | → |
| 1020 | PARE PARTNERS LLC | MIAMI | 309242 | $66.9M | 20 | 2026-03-31 | → |
| 1021 | CANTATA WEALTH MANAGEMENT, LLC | CORAL GABLES | 332526 | $65.7M | 4 | 2025-07-31 | → |
| 1022 | MUTUAL TRUST ASSET MGMT., INC. | TAMPA | 121364 | $58.4M | 4 | 2026-05-31 | → |
| 1023 | CYPRESS CAPITAL GROUP, INC. | PALM BEACH | 121923 | $57.5M | 7 | 2025-08-31 | → |
| 1024 | GOLDEN EAGLE STRATEGIES, LLC | DELRAY BEACH | 169362 | $50.5M | 7 | 2026-03-31 | → |
| 1025 | WEBULL ADVISORS LLC | ST PETERSBURG | 304881 | $48.9M | 16 | 2026-04-30 | → |
| 1026 | AVENTURA CAPITAL MANAGEMENT, LLC | BOCA RATON | 142478 | $48.4M | 4 | 2026-03-31 | → |
| 1027 | CNL RESIDENTIAL CREDIT MANAGER, LLC | ORLANDO | 335786 | $48.0M | 5 | 2026-06-30 | → |
| 1028 | GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC | MIAMI | 326890 | $45.4M | 6 | 2026-05-31 | → |
| 1029 | ETERNAL CAPITAL, LLC | MIAMI | 333684 | $42.7M | 7 | 2026-06-30 | → |
| 1030 | PROSPECT CREDIT REIT ADVISOR, LLC | WEST PALM BEACH | 331345 | $42.6M | 59 | 2026-03-31 | → |
| 1031 | BEQUEST CAPITAL LLC | SARASOTA | 334768 | $39.5M | 8 | 2025-06-30 | → |
| 1032 | LEATHERBACK ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 310252 | $35.0M | 1 | 2026-03-31 | → |
| 1033 | R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. | SUNNY ISLES BEACH | 137788 | $33.6M | 24 | 2026-03-31 | → |
| 1034 | PROSPECT ENHANCED YIELD MANAGEMENT, LLC | WEST PALM BEACH | 335748 | $31.7M | 61 | 2026-03-31 | → |
| 1035 | GLADE CAPITAL MANAGEMENT LP | WEST PALM BEACH | 331475 | $31.0M | 2 | 2025-09-30 | → |
| 1036 | RIVO ALTO CAPITAL FUNDING LLC | NORTH MIAMI BEACH | 162400 | $27.6M | 13 | 2025-05-31 | → |
| 1037 | FLATIRON FUND MANAGEMENT LP | WEST PALM BEACH | 331871 | $27.3M | 2 | 2026-04-30 | → |
| 1038 | ALTON ROAD CAPITAL, LP | VERO BEACH | 332521 | $26.6M | 2 | 2026-03-31 | → |
| 1039 | FINIAT, LLC | MOUNT DORA | 329094 | $25.6M | 7 | 2026-06-30 | → |
| 1040 | NEWERA WEALTH ADVISORS, INC. | CORAL GABLES | 331612 | $21.7M | 2 | 2025-02-28 | → |
| 1041 | FINANCIAL PLANNING SERVICES, INC. | FORT LAUDERDALE | 311146 | $20.0M | 2 | 2026-06-30 | → |
| 1042 | CNL FUND ADVISORS II, LLC | ORLANDO | 174178 | $19.9M | 6 | 2026-06-30 | → |
| 1043 | ALPHA GROWTH MANAGEMENT LLC | DELRAY BEACH | 316760 | $19.6M | 4 | 2026-05-31 | → |
| 1044 | OT ADVISORS LLC | BOCA RATON | 328812 | $15.2M | 3 | 2026-01-31 | → |
| 1045 | FWG INVESTMENT MANAGEMENT, LLC | WINTER PARK | 322394 | $14.4M | 2 | 2026-03-31 | → |
| 1046 | TYPHON ADVISORS, LLC | MIAMI BEACH | 339537 | $10.0M | 3 | 2026-05-31 | → |
| 1047 | U.S. CHERRY LLC | ST. PETERSBURG | 311564 | $8.3M | 1 | 2026-03-31 | → |
| 1048 | COASTAL EQUITY MANAGEMENT, LLC | PENSACOLA | 331518 | $7.3M | 2 | 2026-03-31 | → |
| 1049 | AXXES ADVISORS I LLC | CORAL GABLES | 332460 | $6.8M | 10 | 2026-04-30 | → |
| 1050 | DARROW BENTLEY LLC | DAYTONA BEACH | 334443 | $6.1M | 3 | 2026-04-30 | → |
| 1051 | TCG STRATEGIC INCOME ADVISOR LLC | WEST PALM BEACH | 336718 | $5.1M | 29 | 2026-03-31 | → |
| 1052 | IUR CAPITAL, LLC | MIAMI | 153630 | $4.7M | 1 | 2026-02-28 | → |
| 1053 | INVEX NEXT, LLC | CORAL GABLES | 328201 | $3.0M | 8 | 2026-03-31 | → |
| 1054 | NED DAVIS RESEARCH, INC. | SARASOTA | 112260 | $2.2M | 68 | 2025-12-31 | → |
| 1055 | ADVISIFI LLC | ST PETERSBURG | 332477 | $1.8M | 6 | 2026-03-31 | → |
| 1056 | JEDBURGH MANAGEMENT LLC | OCALA | 334677 | $1.0M | 3 | 2025-02-28 | → |
| 1057 | RICHMOND CAPITAL ADVISORS LLC | MIAMI | 327060 | $927,000 | 1 | 2026-02-28 | → |
| 1058 | OPENVEST ACCESS LLC | AVENTURA | 328152 | $353,485 | 2 | 2026-06-30 | → |
| 1059 | DABA ADVISORS LLC | MIAMI | 319371 | $228,411 | 1 | 2026-03-31 | → |
| 1060 | RICHR MONEY LLC | MIAMI | 318725 | $186,824 | 2 | 2025-01-31 | → |
| 1061 | BULLTICK4U ADVISOR, LLC | MIAMI | 319418 | $142,776 | 10 | 2026-03-31 | → |
| 1062 | AXXES ADVISORS LLC | CORAL GABLES | 318039 | $100,000 | 10 | 2026-04-30 | → |
| 1063 | A|C MANAGEMENT TECH LLC | MIAMI | 333712 | $98,361 | 5 | 2026-03-31 | → |
| 1064 | VAQUITA SUN, INC. | FORT LAUDERDALE | 333125 | $95,888 | 1 | 2025-01-31 | → |
| 1065 | RR DIGITAL LLC | MIAMI | 328800 | $19,535 | 2 | 2025-09-30 | → |
| 1066 | EL MENUDO CUENTA LLC | MIAMI | 328439 | $3,600 | 1 | 2026-04-30 | → |
| 1067 | KRAKEN ADVISER LLC | FORT LAUDERDALE | 337920 | $377 | 5 | 2026-06-30 | → |
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