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 | |
|---|---|---|---|---|---|---|---|
| 101 | MONEY CONCEPTS CAPITAL CORP | PALM BEACH GARDENS | 12963 | $4.07B | 478 | 2026-03-31 | → |
| 102 | VALOR ADVISORS LLC | MIAMI | 171358 | $4.01B | 16 | 2026-06-30 | → |
| 103 | ADVUS FINANCIAL PARTNERS, LLC | WINTER PARK | 311990 | $3.97B | 16 | 2026-06-30 | → |
| 104 | SHAOLIN CAPITAL MANAGEMENT LLC | MIAMI | 300095 | $3.89B | 14 | 2026-03-31 | → |
| 105 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | TAMPA | 309550 | $3.88B | 58 | 2026-04-30 | → |
| 106 | DEFIANCE ETFS, LLC | MIAMI | 294410 | $3.86B | 7 | 2026-05-31 | → |
| 107 | TIMUCUAN ASSET MANAGEMENT INC | JACKSONVILLE | 105899 | $3.81B | 10 | 2026-03-31 | → |
| 108 | FOURTH SAIL CAPITAL US LP | BOCA RATON | 332445 | $3.67B | 3 | 2026-03-31 | → |
| 109 | ARBOR INVESTMENTS MANAGEMENT, LLC | PALM BEACH | 157442 | $3.48B | 29 | 2026-05-31 | → |
| 110 | DOUBLELINE ALTERNATIVES LP | TAMPA | 175212 | $3.47B | 171 | 2026-03-31 | → |
| 111 | CEREDEX VALUE ADVISORS LLC | WINTER PARK | 146023 | $3.43B | 13 | 2026-03-31 | → |
| 112 | CERTUITY, LLC | NORTH PALM BEACH | 129505 | $3.30B | 35 | 2026-04-30 | → |
| 113 | TREMBLANT ADVISORS LP | WEST PALM BEACH | 330605 | $3.27B | 19 | 2026-03-31 | → |
| 114 | GRYPHON WEALTH, LLC | JACKSONVILLE | 339969 | $3.24B | 22 | 2026-05-31 | → |
| 115 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 116 | EVENSKY & KATZ, LLC | CORAL GABLES | 109698 | $3.21B | 44 | 2026-03-31 | → |
| 117 | CSENGE ADVISORY GROUP, LLC | CLEARWATER | 131167 | $3.17B | 74 | 2026-03-31 | → |
| 118 | CYNDEO WEALTH PARTNERS, LLC | ST. PETERSBURG | 307781 | $3.15B | 28 | 2026-06-30 | → |
| 119 | CERTIFIED ADVISORY CORP | ALTAMONTE SPRINGS | 120990 | $3.04B | 39 | 2026-03-31 | → |
| 120 | SHARIAPORTFOLIO, INC. | LAKE MARY | 173937 | $3.01B | 21 | 2026-04-30 | → |
| 121 | LARCH CAPITAL PARTNERS LLC | MIAMI | 307653 | $3.00B | 17 | 2026-05-31 | → |
| 122 | MMBG INVESTMENT ADVISORS CO. | MIAMI | 285263 | $2.98B | 14 | 2026-03-31 | → |
| 123 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | LAKELAND | 104914 | $2.89B | 60 | 2026-03-31 | → |
| 124 | TIMOTHY PARTNERS, LTD. | MAITLAND | 41835 | $2.86B | 24 | 2026-02-28 | → |
| 125 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | ST. AUGUSTINE | 165895 | $2.83B | 5 | 2026-04-30 | → |
| 126 | MARINER INSTITUTIONAL, LLC | WINTER PARK | 111964 | $2.82B | 148 | 2026-06-30 | → |
| 127 | KAWA CAPITAL MANAGEMENT, INC. | HALLANDALE BEACH | 157780 | $2.82B | 53 | 2026-06-30 | → |
| 128 | L 1 GLOBAL WEALTH LLC | COCONUT GROVE | 337213 | $2.81B | 4 | 2026-03-31 | → |
| 129 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 130 | HOLDCO ASSET MANAGEMENT, LP | FORT LAUDERDALE | 167054 | $2.76B | 7 | 2026-03-31 | → |
| 131 | 1789 CAPITAL MANAGEMENT, LLC | PALM BEACH | 335007 | $2.73B | 13 | 2026-03-31 | → |
| 132 | EIR PARTNERS CAPITAL, LP | MIAMI | 319010 | $2.72B | 16 | 2026-03-31 | → |
| 133 | INGHAM RUSSELL INVESTMENT ADVISORS INC | MIAMI | 106299 | $2.62B | 10 | 2026-03-31 | → |
| 134 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | MIAMI | 317392 | $2.61B | 11 | 2026-03-31 | → |
| 135 | RGM CAPITAL, LLC | NAPLES | 136634 | $2.60B | 7 | 2026-03-31 | → |
| 136 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 137 | MAS ADVISORS LLC | CORAL GABLES | 165906 | $2.56B | 13 | 2026-03-31 | → |
| 138 | PHASE 3 CAPITAL MANAGEMENT LLC | BOCA RATON | 294408 | $2.54B | 9 | 2026-03-31 | → |
| 139 | AZORA CAPITAL LP | MIAMI | 287621 | $2.50B | 16 | 2026-03-31 | → |
| 140 | CONCURRENT ASSET MANAGEMENT, LLC | TAMPA | 330657 | $2.49B | 3 | 2026-06-30 | → |
| 141 | FIDUCIARY FIRST, LLC | MAITLAND | 150330 | $2.46B | 7 | 2026-03-31 | → |
| 142 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | TAMPA | 143608 | $2.45B | 39 | 2026-05-31 | → |
| 143 | 3650 REIT INVESTMENT MANAGEMENT LLC | MIAMI | 286013 | $2.43B | 16 | 2026-03-31 | → |
| 144 | COMVEST ADVISORS LLC | WEST PALM BEACH | 160753 | $2.43B | 150 | 2026-03-31 | → |
| 145 | STERLING INVESTMENT MANAGEMENT, LLC | WEST PALM BEACH | 174707 | $2.41B | 52 | 2026-03-31 | → |
| 146 | FOREST AVENUE CAPITAL MANAGEMENT LP | MIAMI | 321948 | $2.41B | 11 | 2026-03-31 | → |
| 147 | AFBI LP | MIAMI BEACH | 331428 | $2.34B | 22 | 2026-03-31 | → |
| 148 | ISAM FUNDS (USA) LLC | BOCA RATON | 307934 | $2.33B | 58 | 2026-01-31 | → |
| 149 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | MIAMI | 158905 | $2.30B | 56 | 2026-03-31 | → |
| 150 | FIDELIS CAPITAL PARTNERS, LLC | TAMPA | 322287 | $2.28B | 22 | 2026-04-30 | → |
| 151 | HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. | BOCA RATON | 285401 | $2.24B | 32 | 2026-03-31 | → |
| 152 | ABSOLUTE INVESTMENT ADVISERS, LLC | ROSEMARY BEACH | 132436 | $2.23B | 16 | 2026-03-31 | → |
| 153 | KOSS-OLINGER CONSULTING, LLC. | GAINESVILLE | 111855 | $2.23B | 30 | 2026-04-30 | → |
| 154 | HERITAGE INVESTMENT GROUP, INC. | POMPANO BEACH | 113204 | $2.23B | 21 | 2026-03-31 | → |
| 155 | ARISTOTLE ATLANTIC PARTNERS, LLC | SARASOTA | 285721 | $2.22B | 7 | 2026-03-31 | → |
| 156 | OCCUDO QUANTITATIVE STRATEGIES LP | FORT LAUDERDALE | 310070 | $2.22B | 5 | 2026-03-31 | → |
| 157 | RAM REALTY ADVISORS LLC | PALM BEACH GARDENS | 160238 | $2.14B | 54 | 2026-04-30 | → |
| 158 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | SOUTH MIAMI | 107987 | $2.14B | 7 | 2026-03-31 | → |
| 159 | DOUBLELINE ETF ADVISER LP | TAMPA | 317415 | $2.13B | 259 | 2026-03-31 | → |
| 160 | SUNCOAST EQUITY MANAGEMENT, LLC | TAMPA | 108289 | $2.11B | 12 | 2026-03-31 | → |
| 161 | ALPINE ASSOCIATES MANAGEMENT INC. | PALM BEACH | 138901 | $2.09B | 26 | 2026-03-31 | → |
| 162 | INDIVISIBLE PARTNERS, LLC | CLEARWATER | 332431 | $2.08B | 24 | 2026-05-31 | → |
| 163 | SAWGRASS ASSET MANAGEMENT LLC | PONTE VEDRA BEACH | 108831 | $2.05B | 15 | 2026-04-30 | → |
| 164 | VOLATILITY SHARES LLC | PALM BEACH GARDENS | 321955 | $2.04B | 10 | 2026-03-31 | → |
| 165 | POINT BREAK CAPITAL MANAGEMENT LLC | MIAMI | 164213 | $2.04B | 11 | 2026-05-31 | → |
| 166 | PROVISE MANAGEMENT GROUP, LLC | CLEARWATER | 105375 | $2.03B | 22 | 2026-06-30 | → |
| 167 | ALTHUM ADVISORS LLC | MIAMI | 315952 | $2.03B | 11 | 2026-03-31 | → |
| 168 | CORRY CAPITAL ADVISORS, LLC | VERO BEACH | 165403 | $2.01B | 9 | 2026-03-31 | → |
| 169 | NAPLES GLOBAL ADVISORS LLC | NAPLES | 158544 | $2.00B | 20 | 2026-05-31 | → |
| 170 | EVOLUTION WEALTH ADVISORS, LLC | AVENTURA | 285142 | $1.96B | 15 | 2026-03-31 | → |
| 171 | 3EDGE ASSET MANAGEMENT, LP | NAPLES | 282059 | $1.95B | 24 | 2026-04-30 | → |
| 172 | BULLTICK WEALTH MANAGEMENT, LLC | MIAMI | 141588 | $1.95B | 62 | 2026-03-31 | → |
| 173 | CAPITAL Z PARTNERS MANAGEMENT, LLC | NAPLES | 157048 | $1.94B | 5 | 2026-03-31 | → |
| 174 | LORIENT CAPITAL MANAGEMENT, LLC | MIAMI | 289572 | $1.94B | 29 | 2026-03-31 | → |
| 175 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | VENICE | 323060 | $1.93B | 20 | 2026-04-30 | → |
| 176 | COMVEST PE ADVISORS, LLC | WEST PALM BEACH | 338119 | $1.92B | 23 | 2026-06-30 | → |
| 177 | MORA CAPITAL MANAGEMENT, LLC | MIAMI | 112221 | $1.90B | 49 | 2026-06-30 | → |
| 178 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | FORT LAUDERDALE | 109134 | $1.84B | 14 | 2026-03-31 | → |
| 179 | A&M PRIVATE WEALTH PARTNERS, LLC | WEST PALM BEACH | 331478 | $1.83B | 28 | 2026-03-31 | → |
| 180 | SLATESTONE WEALTH LLC | JUPITER | 286669 | $1.76B | 28 | 2026-06-30 | → |
| 181 | COMMONWEALTH CREDIT ADVISORS, LLC | WEST PALM BEACH | 312541 | $1.73B | 150 | 2026-03-31 | → |
| 182 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | TAMPA | 150570 | $1.73B | 21 | 2026-03-31 | → |
| 183 | WEXFORD CAPITAL LP | WEST PALM BEACH | 108726 | $1.72B | 39 | 2026-05-31 | → |
| 184 | RK CAPITAL MANAGEMENT, LLC | WESTON | 314175 | $1.72B | 9 | 2026-03-31 | → |
| 185 | ACCURATE WEALTH MANAGEMENT, LLC | WESLEY CHAPEL | 298137 | $1.71B | 47 | 2026-06-30 | → |
| 186 | THE PRAEDIUM GROUP LLC | BOCA RATON | 161789 | $1.71B | 10 | 2026-03-31 | → |
| 187 | PRESCOTT GENERAL PARTNERS LLC | BOCA RATON | 157907 | $1.69B | 5 | 2026-03-31 | → |
| 188 | FORA CAPITAL, LLC | MIAMI | 295393 | $1.67B | 8 | 2026-03-31 | → |
| 189 | BLUE SEA CAPITAL LLC | WEST PALM BEACH | 169023 | $1.65B | 24 | 2026-03-31 | → |
| 190 | ARS WEALTH ADVISORS GROUP, LLC | ST. PETERSBURG | 314882 | $1.64B | 24 | 2026-03-31 | → |
| 191 | FORGELIGHT LLC | MIAMI | 307944 | $1.63B | 5 | 2026-03-31 | → |
| 192 | VECTORGLOBAL IAG, INC. | MIAMI | 147129 | $1.63B | 27 | 2026-06-30 | → |
| 193 | INTREPID CAPITAL MANAGEMENT INC | JACKSONVILLE BEACH | 108516 | $1.62B | 16 | 2026-05-31 | → |
| 194 | SIERRA CAPITAL LLC | MIAMI | 110129 | $1.61B | 8 | 2026-06-30 | → |
| 195 | LESTE CAPITAL PARTNERS (FLORIDA), LLC | MIAMI | 285179 | $1.61B | 19 | 2026-06-30 | → |
| 196 | CICCARELLI ADVISORY SERVICES INC | NAPLES | 110904 | $1.59B | 16 | 2025-11-30 | → |
| 197 | LOCUST POINT CAPITAL, INC. | MIAMI | 286689 | $1.58B | 43 | 2026-03-31 | → |
| 198 | CREDICORP CAPITAL ADVISORS LLC | MIAMI | 290081 | $1.58B | 26 | 2026-04-30 | → |
| 199 | CALTON & ASSOCIATES, INC. | TAMPA | 20999 | $1.58B | 373 | 2026-05-31 | → |
| 200 | ROYAL FUND MANAGEMENT, LLC | LADY LAKE | 144434 | $1.56B | 93 | 2026-05-31 | → |
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