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 | |
|---|---|---|---|---|---|---|---|
| 201 | TRIARTISAN CAPITAL ADVISORS LLC | WEST PALM BEACH | 324138 | $1.56B | 7 | 2026-03-31 | → |
| 202 | CNL STRATEGIC CAPITAL MANAGEMENT, LLC | ORLANDO | 286342 | $1.54B | 7 | 2026-06-30 | → |
| 203 | METEORA CAPITAL, LLC | BOCA RATON | 313378 | $1.54B | 16 | 2026-03-31 | → |
| 204 | ANDERSON FINANCIAL PARTNERS, INC. | PONTE VEDRA | 126641 | $1.52B | 4 | 2026-03-31 | → |
| 205 | 22C CAPITAL LLC | BOCA RATON | 298094 | $1.51B | 19 | 2026-05-31 | → |
| 206 | SERENGETI ASSET MANAGEMENT LP | WEST PALM BEACH | 156366 | $1.48B | 29 | 2026-03-31 | → |
| 207 | ACTIVEST WEALTH MANAGEMENT, LLC | AVENTURA | 156150 | $1.46B | 22 | 2026-04-30 | → |
| 208 | PRIVATE CAPITAL MANAGEMENT, LLC | NAPLES | 169172 | $1.44B | 21 | 2026-03-31 | → |
| 209 | SPIREPOINT PRIVATE CLIENT, LLC | VERO BEACH | 327350 | $1.44B | 10 | 2026-06-30 | → |
| 210 | TERRACAP MANAGEMENT LLC | NAPLES | 169695 | $1.44B | 21 | 2026-05-31 | → |
| 211 | EIGHTFOLD REAL ESTATE CAPITAL, L.P. | MIAMI | 163086 | $1.43B | 19 | 2026-04-30 | → |
| 212 | TALLVINE PARTNERS MANAGEMENT LP | CORAL GABLES | 330629 | $1.42B | 16 | 2026-04-30 | → |
| 213 | WATER STREET CAPITAL, INC. | JACKSONVILLE | 158133 | $1.42B | 16 | 2026-03-31 | → |
| 214 | ELION PARTNERS, LLC | MIAMI | 170483 | $1.41B | 27 | 2026-03-31 | → |
| 215 | ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC | MIAMI | 292038 | $1.41B | 10 | 2026-03-31 | → |
| 216 | AGAMERICA LENDING LLC | LAKELAND | 164866 | $1.37B | 62 | 2026-03-31 | → |
| 217 | J. L. BAINBRIDGE & CO., INC. | SARASOTA | 108058 | $1.37B | 11 | 2026-03-31 | → |
| 218 | SEAVIEW INVESTMENT MANAGERS LLC | CORAL GABLES | 300155 | $1.37B | 13 | 2026-05-31 | → |
| 219 | BBVA GLOBAL WEALTH ADVISORS, INC. | MIAMI | 327326 | $1.36B | 84 | 2026-06-30 | → |
| 220 | HOBE MOUNTAIN CAPITAL MANAGEMENT LLC | WEST PALM BEACH | 338577 | $1.35B | 6 | 2026-04-30 | → |
| 221 | FIFTH AVENUE FAMILY OFFICE LLC | NAPLES | 122448 | $1.35B | 7 | 2026-03-31 | → |
| 222 | INTELLUS ADVISORS, LLC | NAPLES | 332883 | $1.35B | 15 | 2026-03-31 | → |
| 223 | MOISAND FITZGERALD TAMAYO, LLC | ORLANDO | 109419 | $1.35B | 30 | 2026-03-31 | → |
| 224 | ALLIE FAMILY OFFICE LLC | MIAMI | 307144 | $1.32B | 11 | 2026-03-31 | → |
| 225 | NORTHAMPTON CAPITAL PARTNERS LLC | MIAMI | 329072 | $1.31B | 12 | 2026-05-31 | → |
| 226 | CRYSTAL CAPITAL PARTNERS, LLC | BAY HARBOR ISLANDS | 146010 | $1.30B | 23 | 2026-03-31 | → |
| 227 | RIZVI TRAVERSE MANAGEMENT, LLC | WEST PALM BEACH | 160733 | $1.29B | 9 | 2026-03-31 | → |
| 228 | IBEX WEALTH ADVISORS, LLC | WEST PALM BEACH | 168674 | $1.28B | 10 | 2026-03-31 | → |
| 229 | BIGSUR WEALTH MANAGEMENT, LLC | MIAMI | 146511 | $1.28B | 16 | 2026-03-31 | → |
| 230 | AMERICAN FINANCIAL ADVISORS INC | WINTER PARK | 108530 | $1.28B | 8 | 2026-02-28 | → |
| 231 | CANAL ROAD CAPITAL, LLC | MIAMI | 327488 | $1.26B | 16 | 2026-03-31 | → |
| 232 | PROFESSIONAL ADVISORY SERVICES INC | VERO BEACH | 105397 | $1.26B | 13 | 2026-03-31 | → |
| 233 | ULLMANN WEALTH PARTNERS GROUP, LLC | JACKSONVILLE BEACH | 316697 | $1.25B | 13 | 2026-03-31 | → |
| 234 | KORE ADVISORS LP | BOYNTON BEACH | 159663 | $1.24B | 15 | 2026-03-31 | → |
| 235 | ELEMENT POINTE ADVISORS, LLC | MIAMI | 282750 | $1.22B | 11 | 2026-05-31 | → |
| 236 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
| 237 | AMERGIN ASSET MANAGEMENT, LLC | BOCA RATON | 323350 | $1.21B | 13 | 2026-03-31 | → |
| 238 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | BOCA RATON | 126767 | $1.20B | 12 | 2026-03-31 | → |
| 239 | MODERN PORTFOLIO CONSULTANTS, LLC | NAPLES | 120846 | $1.20B | 3 | 2026-03-31 | → |
| 240 | FINBACK INVESTMENT PARTNERS, LLC | CORAL GABLES | 310944 | $1.20B | 17 | 2026-03-31 | → |
| 241 | MACERATIO LLC | MIAMI | 304078 | $1.19B | 7 | 2026-06-30 | → |
| 242 | TOBIAS FINANCIAL ADVISORS, INC. | PLANTATION | 104711 | $1.19B | 26 | 2026-04-30 | → |
| 243 | NUVERSE ADVISORS LLC | HALLANDALE BEACH | 119840 | $1.18B | 17 | 2026-03-31 | → |
| 244 | BOYNE CAPITAL MANAGEMENT, LLC | MIAMI | 285919 | $1.16B | 33 | 2026-03-31 | → |
| 245 | AB2 CAPITAL PARTNERS LLC | HOLLYWOOD | 318038 | $1.15B | 1 | 2026-02-28 | → |
| 246 | INFINITUM ASSET MANAGEMENT, LLC | FORT LAUDERDALE | 333552 | $1.14B | 5 | 2026-03-31 | → |
| 247 | CARLYLE AVIATION SECURITIES PARTNERS LLC | MIAMI | 168456 | $1.14B | 4 | 2026-03-31 | → |
| 248 | MOONRISE CAPITAL LP | VERO BEACH | 286269 | $1.13B | 3 | 2026-03-31 | → |
| 249 | AVIANCE CAPITAL PARTNERS LLC | NAPLES | 146597 | $1.13B | 11 | 2026-04-30 | → |
| 250 | ADAMO CAPITAL FAMILY OFFICE LLC | MIAMI | 315653 | $1.12B | 17 | 2026-03-31 | → |
| 251 | CHANNING GLOBAL ADVISORS, LLC | FORT LAUDERDALE | 290893 | $1.11B | 8 | 2026-03-31 | → |
| 252 | DOCK STREET ASSET MANAGEMENT INC | PALM BEACH | 111163 | $1.11B | 6 | 2026-03-31 | → |
| 253 | NEWFOUND RESEARCH LLC | ST. PETERSBURG | 159064 | $1.11B | 5 | 2026-02-28 | → |
| 254 | LWM ADVISORY SERVICES, LLC | PLANTATION | 172009 | $1.09B | 10 | 2026-04-30 | → |
| 255 | NFSG CORPORATION | BOCA RATON | 130814 | $1.08B | 89 | 2026-03-31 | → |
| 256 | ANZU PARTNERS, LLC | TAMPA | 288985 | $1.08B | 49 | 2026-06-30 | → |
| 257 | CORNERSTONE TRUST MANAGEMENT SERVICES LLC | ALTAMONTE SPRINGS | 170864 | $1.08B | 2 | 2026-03-31 | → |
| 258 | POWER SUSTAINABLE MANAGER US, INC. | MIAMI | 325145 | $1.07B | 31 | 2026-03-31 | → |
| 259 | JACKSON WEALTH MANAGEMENT, LLC | LAKE MARY | 147642 | $1.07B | 10 | 2026-03-31 | → |
| 260 | PANORAMIKA ADVISORS INC. | MIAMI | 172737 | $1.05B | 2 | 2026-02-28 | → |
| 261 | WEATHERFORD CAPITAL MANAGEMENT LLC | TAMPA | 304514 | $1.05B | 14 | 2026-03-31 | → |
| 262 | CIFC INVESTMENT MANAGEMENT LLC | MIAMI | 107050 | $1.04B | 200 | 2026-03-31 | → |
| 263 | FITZROY INVESTMENT ADVISORS LLC | AVENTURA | 174342 | $1.04B | 9 | 2026-03-31 | → |
| 264 | LS BDC ADVISER, LLC | MIAMI | 313799 | $1.04B | 35 | 2026-06-30 | → |
| 265 | WHALEROCK POINT PARTNERS, LLC | WEST PALM BEACH | 140781 | $1.04B | 6 | 2026-01-31 | → |
| 266 | WM PARTNERS, LP | AVENTURA | 235788 | $1.02B | 24 | 2026-03-31 | → |
| 267 | MEG GREEN & ASSOCIATES, INC. | PLANTATION | 284866 | $1.02B | 15 | 2026-03-31 | → |
| 268 | SOLLINDA CAPITAL MANAGEMENT LLC | MIAMI | 321742 | $1.02B | 20 | 2026-06-30 | → |
| 269 | GFG CAPITAL, LLC | MIAMI | 128059 | $1.01B | 16 | 2026-03-31 | → |
| 270 | AZIMUT INVESTMENT ADVISORS LLC | MIAMI | 134626 | $1.00B | 10 | 2026-05-31 | → |
| 271 | PALM BEACH CAPITAL MANAGEMENT III, LLC | WEST PALM BEACH | 159611 | $998.8M | 11 | 2026-03-31 | → |
| 272 | DAYBRIGHT ADVISORY SERVICES, INC. | MIAMI | 133795 | $997.4M | 10 | 2026-03-31 | → |
| 273 | OMNIA FAMILY WEALTH, LLC | AVENTURA | 170909 | $994.6M | 10 | 2026-06-30 | → |
| 274 | KHROM CAPITAL MANAGEMENT, LLC | MIAMI | 170711 | $980.6M | 6 | 2026-03-31 | → |
| 275 | UNIQUE WEALTH, LLC | TAMPA | 312462 | $965.6M | 15 | 2026-03-31 | → |
| 276 | COMVEST CREDIT MANAGERS, LLC | WEST PALM BEACH | 322342 | $956.8M | 150 | 2026-03-31 | → |
| 277 | PIONEER FAMILY OFFICE, LLC | NORTH MIAMI BEACH | 142856 | $956.8M | 5 | 2026-04-30 | → |
| 278 | DESTINY WEALTH PARTNERS, LLC | TAVARES | 171346 | $947.3M | 26 | 2026-06-30 | → |
| 279 | MAC ALPHA CAPITAL MANAGEMENT, LP | TAMPA | 311412 | $937.8M | 8 | 2026-03-31 | → |
| 280 | TRINITY FUND ADVISORS LLC | MIAMI | 310217 | $930.0M | 32 | 2026-03-31 | → |
| 281 | BLUE WATER ADVISORS LP | BOCA RATON | 288923 | $927.9M | 20 | 2026-03-31 | → |
| 282 | LEGACY WEALTH ADVISORS, LLC | NORTH MIAMI BEACH | 326117 | $922.8M | 14 | 2026-03-31 | → |
| 283 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | ORLANDO | 135635 | $921.5M | 6 | 2026-04-30 | → |
| 284 | RAINEY & RANDALL WEALTH ADVISORS, INC. | CELEBRATION | 116251 | $918.2M | 7 | 2026-03-31 | → |
| 285 | STRENTA INVESTMENT MANAGEMENT SERVICES, LLC | MIAMI | 169667 | $916.1M | 18 | 2026-03-31 | → |
| 286 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 287 | TIEMPO CAPITAL PARTNERS, LLC | MIAMI | 329367 | $911.0M | 7 | 2026-06-30 | → |
| 288 | FLAHARTY ASSET MANAGEMENT, LLC | CLEARWATER | 168495 | $901.6M | 10 | 2026-03-31 | → |
| 289 | COMPASS FINANCIAL MANAGEMENT LLC | TAMPA | 156345 | $893.8M | 33 | 2026-05-31 | → |
| 290 | THOMAS J. HERZFELD ADVISORS, INC. | MIAMI BEACH | 108369 | $890.4M | 15 | 2026-03-31 | → |
| 291 | MARTIN INVESTMENT MANAGEMENT, LLC | PALM BEACH GARDENS | 105381 | $888.1M | 12 | 2026-04-30 | → |
| 292 | BAYSHORE CAPITAL ADVISORS, LLC | TAMPA | 110209 | $879.2M | 12 | 2026-06-30 | → |
| 293 | NOESIS CAPITAL MANAGEMENT CORP | BOCA RATON | 110819 | $876.9M | 12 | 2026-03-31 | → |
| 294 | MARLIN MANAGER, LLC | SAINT PETERSBURG | 310768 | $871.0M | 2 | 2026-03-31 | → |
| 295 | STORGE PARTNERS ECONOMIC STUDIES LLC | CORAL GABLES | 305395 | $866.6M | 5 | 2026-02-28 | → |
| 296 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 297 | BRIDGEINVEST LLC | MIAMI | 307343 | $858.6M | 33 | 2026-03-31 | → |
| 298 | AROSA CAPITAL MANAGEMENT LP | MIAMI BEACH | 169851 | $856.6M | 12 | 2026-03-31 | → |
| 299 | GFO ASSET MANAGEMENT, LLC | MIAMI BEACH | 311874 | $856.1M | 14 | 2026-03-31 | → |
| 300 | ROSSBY FINANCIAL, LLC | MELBOURNE | 324631 | $854.8M | 7 | 2026-05-31 | → |
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