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 | |
|---|---|---|---|---|---|---|---|
| 401 | TRG ADVISORS, INC. | LAKEWOOD RANCH | 297171 | $547.7M | 3 | 2025-03-31 | → |
| 402 | GRAVITALIX FINANCIAL LLC | CORAL SPRINGS | 340206 | $542.5M | 2 | 2026-04-30 | → |
| 403 | COMPOUND FAMILY OFFICES, LLC | SARASOTA | 298776 | $540.8M | 6 | 2026-04-30 | → |
| 404 | CONSILIUM INVESTMENT MANAGEMENT LLC | FORT LAUDERDALE | 131934 | $540.6M | 17 | 2026-06-30 | → |
| 405 | JACKSONVILLE WEALTH MANAGEMENT, LLC | JACKSONVILLE | 309312 | $533.5M | 13 | 2026-02-28 | → |
| 406 | CEETO CAPITAL GROUP, LLC | CORAL GABLES | 286538 | $531.4M | 4 | 2026-03-31 | → |
| 407 | SECURITIZE CAPITAL LLC | MIAMI | 315859 | $530.2M | 2 | 2026-06-30 | → |
| 408 | NOBLE FAMILY WEALTH, LLC | CLEARWATER | 315152 | $527.5M | 9 | 2026-05-31 | → |
| 409 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | ORMOND BEACH | 316843 | $527.2M | 12 | 2026-02-28 | → |
| 410 | COMPASS GROUP INVESTMENTS SOLUTIONS LLC | MIAMI | 305680 | $526.8M | 17 | 2026-03-31 | → |
| 411 | CONVERGENCE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 148472 | $523.6M | 5 | 2026-03-31 | → |
| 412 | DISCIPLINED EQUITY MANAGEMENT, INC. | NEPTUNE BEACH | 129436 | $521.0M | 4 | 2026-02-28 | → |
| 413 | BICYCLE MANAGEMENT COMPANY, L.P. | COCONUT GROVE | 328090 | $518.5M | 10 | 2026-03-31 | → |
| 414 | ALTIUM INVESTMENT STRATEGIES LLC | WESLEY CHAPEL | 333950 | $517.7M | 8 | 2026-03-31 | → |
| 415 | UHLER VERTICH WHITE ADVISORS, LLC | FORT MYERS | 130716 | $513.7M | 11 | 2026-04-30 | → |
| 416 | PHARVISION ADVISERS, LLC | BOCA RATON | 311739 | $513.2M | 2 | 2026-03-31 | → |
| 417 | CLIENT 1ST ADVISORY GROUP LLC | DUNEDIN | 167790 | $511.5M | 8 | 2026-03-31 | → |
| 418 | INSTRUMENTAL WEALTH, LLC | TAMPA | 310788 | $508.0M | 12 | 2026-03-31 | → |
| 419 | KAUFMAN ROSSIN WEALTH, LLC | MIAMI | 301921 | $506.7M | 11 | 2026-03-31 | → |
| 420 | BETA CAPITAL MANAGEMENT LLC | MIAMI | 154894 | $506.6M | 16 | 2026-03-31 | → |
| 421 | PUNCH CARD MANAGEMENT LP | WINTER PARK | 162939 | $505.4M | 4 | 2026-03-31 | → |
| 422 | XCEL WEALTH MANAGEMENT, LLC | HOLLY HILL | 158863 | $497.9M | 4 | 2026-02-28 | → |
| 423 | WHITE OAKS INVESTMENT MANAGEMENT, INC | SARASOTA | 170016 | $496.1M | 2 | 2026-05-31 | → |
| 424 | KLOSTERS CAPITAL LLC | MIAMI | 285582 | $495.6M | 7 | 2026-03-31 | → |
| 425 | LIFEWEALTH INVESTMENTS, LLC | WINTER GARDEN | 332978 | $490.6M | 22 | 2026-03-31 | → |
| 426 | TIM LOONEY INVESTMENTS, LLC | LONGWOOD | 164413 | $490.3M | 4 | 2026-03-31 | → |
| 427 | DAHER CAPITAL GROUP, LLC | JUPITER | 341516 | $490.0M | 1 | 2026-05-31 | → |
| 428 | MNS FINANCIAL MANAGEMENT, L.L.C. | FORT MYERS | 116604 | $489.2M | 9 | 2026-04-30 | → |
| 429 | AFFILIATED PRIVATE INVESTORS LLC | WEST PALM BEACH | 111545 | $486.0M | 6 | 2026-03-31 | → |
| 430 | BAYMOUNT MANAGEMENT LP | MIAMI | 304809 | $485.7M | 5 | 2025-03-31 | → |
| 431 | THE AMBRUS GROUP LLC | TAMPA | 316761 | $485.1M | 5 | 2026-05-31 | → |
| 432 | EXODUS WEALTH, LLC | FORT LAUDERDALE | 174328 | $483.6M | 53 | 2026-06-30 | → |
| 433 | GLOBAL KANDOR ADVISORS, LLC | KEY BISCAYNE | 308452 | $483.3M | 13 | 2026-04-30 | → |
| 434 | THURSTON ADVISORS, LLC | VERO BEACH | 318422 | $480.9M | 9 | 2026-05-31 | → |
| 435 | ORANGE AVENUE ADVISORS LLC | ORLANDO | 339327 | $480.7M | 2 | 2026-05-31 | → |
| 436 | PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC | WEST PALM BEACH | 165500 | $479.1M | 661 | 2026-03-31 | → |
| 437 | BCP ADVISORS LLC | MIAMI | 157973 | $475.3M | 5 | 2026-03-31 | → |
| 438 | ALLGEN FINANCIAL ADVISORS, INC. | ORLANDO | 126877 | $475.2M | 17 | 2026-03-31 | → |
| 439 | NOCTUA INTERNATIONAL WMG, LLC | MIAMI | 151170 | $474.5M | 7 | 2026-03-31 | → |
| 440 | BRIGHTSIDE CAPITAL PARTNERS LLC | LANTANA | 338288 | $472.8M | 12 | 2026-03-31 | → |
| 441 | OCTOGONE NA, LLC | MIAMI | 322478 | $469.7M | 6 | 2026-03-31 | → |
| 442 | CAPCO ASSET MANAGEMENT, LLC | TAMPA | 141325 | $468.6M | 5 | 2026-03-31 | → |
| 443 | MANGROVE EQUITY PARTNERS, L.P. | TAMPA | 162429 | $468.1M | 14 | 2026-03-31 | → |
| 444 | JAZZ WEALTH MANAGERS, INC. | LARGO | 282807 | $462.2M | 9 | 2026-03-31 | → |
| 445 | MOSELEY INVESTMENT MANAGEMENT, INC. | BRADENTION | 124152 | $456.8M | 7 | 2026-03-31 | → |
| 446 | WEALTH ADVISORS OF TAMPA BAY LLC | TAMPA | 162724 | $456.8M | 8 | 2026-03-31 | → |
| 447 | FLORIDA FINANCIAL ADVISORS, LLC | TAMPA | 288811 | $456.1M | 667 | 2026-04-30 | → |
| 448 | WHITESTAR ADVISORS, LLC | BOCA RATON | 124627 | $454.5M | 8 | 2026-03-31 | → |
| 449 | NEW WATER CAPITAL, L.P. | BOCA RATON | 226608 | $454.4M | 12 | 2026-03-31 | → |
| 450 | IMZ ADVISORY INC. | BOCA RATON | 314890 | $452.7M | 4 | 2026-03-31 | → |
| 451 | NOMAD FINTECH INC | ORLANDO | 307764 | $448.6M | 53 | 2026-01-31 | → |
| 452 | KERRISDALE ADVISERS, LLC | MIAMI BEACH | 160804 | $447.8M | 4 | 2026-03-31 | → |
| 453 | MERIDIANA MFO LLC | CORAL GABLES | 306237 | $441.9M | 5 | 2026-04-30 | → |
| 454 | ARDAN EQUITY PARTNERS, LLC | WEST PALM BEACH | 312470 | $441.4M | 6 | 2026-05-31 | → |
| 455 | FWG HOLDINGS, LLC | WINTER PARK | 308968 | $439.1M | 14 | 2026-03-31 | → |
| 456 | GABLES CAPITAL MANAGEMENT INC | MIAMI | 109608 | $438.8M | 8 | 2026-03-31 | → |
| 457 | FOGEL CAPITAL MANAGEMENT INC | STUART | 108212 | $436.7M | 11 | 2026-03-31 | → |
| 458 | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | TAMPA | 335307 | $435.6M | 9 | 2026-03-31 | → |
| 459 | L1 CAPITAL GLOBAL INC. | MIAMI BEACH | 310223 | $433.6M | 3 | 2026-03-31 | → |
| 460 | GREENBRIDGE PARTNERS LLC | LAKELAND | 304445 | $433.1M | 1 | 2026-03-31 | → |
| 461 | CASTLE WEALTH MANAGEMENT LLC | BOYNTON BEACH | 118364 | $430.1M | 6 | 2026-03-31 | → |
| 462 | SOUTHSIDE CAPITAL, LLC | MIAMI BEACH | 293785 | $429.9M | 5 | 2024-12-31 | → |
| 463 | COMPASS FINANCIAL GROUP, INC. | DEERFIELD BEACH | 125186 | $429.7M | 6 | 2026-03-31 | → |
| 464 | AGIS MANAGEMENT LLC | CLEARWATER | 172457 | $428.7M | 16 | 2026-03-31 | → |
| 465 | HAVEN PRIVATE, LLC | ORLANDO | 329012 | $428.1M | 6 | 2026-04-30 | → |
| 466 | PERIGEE CAPITAL, LP | SARASOTA | 122085 | $425.7M | 1 | 2026-03-31 | → |
| 467 | DUBIN CLARK & COMPANY, INC | JACKSONVILLE BEACH | 282733 | $425.2M | 17 | 2026-03-31 | → |
| 468 | FORZA WEALTH MANAGEMENT, LLC | SARASOTA | 281075 | $422.4M | 4 | 2026-03-31 | → |
| 469 | HOLLANDER ASSET MANAGEMENT LLC | MIAMI | 150343 | $419.7M | 2 | 2026-03-31 | → |
| 470 | DIRECTED CAPITAL ADVISORS, LLC | ST. PETERSBURG | 162277 | $419.6M | 35 | 2026-03-31 | → |
| 471 | MILLER VALUE PARTNERS, LLC | SARASOTA | 110632 | $418.2M | 5 | 2026-03-31 | → |
| 472 | QUANTUM PRIVATE WEALTH, LLC | TAMPA | 307358 | $418.0M | 6 | 2026-03-31 | → |
| 473 | COQUINA PRIVATE WEALTH LLC | PORT CHARLOTTE | 333615 | $417.6M | 12 | 2026-02-28 | → |
| 474 | SEVEN MILE ADVISORY LLC | TALLAHASSEE | 324114 | $416.8M | 4 | 2026-04-30 | → |
| 475 | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | POMPANO BEACH | 135832 | $416.5M | 5 | 2026-03-31 | → |
| 476 | BROADCREST ASSET MANAGEMENT, LLC | WINTER PARK | 287590 | $415.5M | 10 | 2026-03-31 | → |
| 477 | CLEARWELL ADVISORS, LLC | TAMPA | 306186 | $413.5M | 9 | 2026-04-30 | → |
| 478 | NORTHBRIDGE FINANCIAL GROUP, LLC | TAMPA | 310394 | $413.1M | 11 | 2026-02-28 | → |
| 479 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 480 | CLARITY CAPITAL ADVISORS, LLC | LAKEWOOD RANCH | 282405 | $406.3M | 2 | 2026-02-28 | → |
| 481 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 482 | LOTUS TECHNOLOGY MANAGEMENT, LP | ORLANDO | 335468 | $405.0M | 30 | 2026-03-31 | → |
| 483 | QP WEALTH MANAGEMENT, LLC | BOCA RATON | 301071 | $405.0M | 7 | 2026-05-31 | → |
| 484 | CORE WEALTH MANAGEMENT, INC. | JUPITER | 162870 | $404.7M | 4 | 2026-03-31 | → |
| 485 | KANEN WEALTH MANAGEMENT LLC | COCONUT CREEK | 282746 | $404.6M | 5 | 2026-05-31 | → |
| 486 | BCI SECURITIES, INC. | MIAMI | 168047 | $402.2M | 74 | 2026-03-31 | → |
| 487 | PROATHLETE WEALTH MANAGEMENT LLC | BOCA RATON | 317372 | $402.2M | 5 | 2026-05-31 | → |
| 488 | RATAN CAPITAL MANAGEMENT, LP | MIAMI | 160440 | $401.9M | 2 | 2026-03-31 | → |
| 489 | PALM PEAK CAPITAL, LLC | BOCA RATON | 334986 | $400.8M | 9 | 2026-06-30 | → |
| 490 | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC | DAYTONA BEACH | 139806 | $400.1M | 9 | 2026-03-31 | → |
| 491 | SARA-BAY FINANCIAL CORP. | SARASOTA | 133443 | $396.8M | 5 | 2026-04-30 | → |
| 492 | KIRTLAND FINANCIAL MANAGEMENT, INC. | CORAL GABLES | 131138 | $396.1M | 3 | 2026-03-31 | → |
| 493 | POINCIANA ADVISORS GROUP, LLC | PALM BEACH GARDENS | 137423 | $396.0M | 2 | 2026-03-31 | → |
| 494 | GALAPAGOS ADVISORY LLC | MIAMI | 322042 | $395.7M | 8 | 2026-03-31 | → |
| 495 | FAMILYWEALTH ADVISERS LLC | LAKE MARY | 289193 | $394.6M | 13 | 2026-03-31 | → |
| 496 | ARSENAL VENTURE PARTNERS, INC. | WINTER PARK | 160426 | $393.8M | 4 | 2026-06-30 | → |
| 497 | APEX INVESTMENTS MANAGEMENT US, LLC | COCONUT GROVE | 322874 | $392.5M | 6 | 2026-04-30 | → |
| 498 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 499 | BARRAMUNDI ADVISORS LLC | BOCA RATON | 334454 | $390.4M | 7 | 2026-05-31 | → |
| 500 | IN ON CAPITAL ADVISORS LLC | MIAMI | 290038 | $389.4M | 16 | 2026-03-31 | → |
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