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 | |
|---|---|---|---|---|---|---|---|
| 601 | BRIGHTWATER ADVISORY, LLC | TAMPA | 169806 | $303.8M | 5 | 2026-03-31 | → |
| 602 | CAMPBELL CAPITAL MANAGEMENT INC | MIAMI | 106130 | $303.3M | 3 | 2026-03-31 | → |
| 603 | PL3 CAPITAL LP | SUNNY ISLES BEACH | 331201 | $300.7M | 2 | 2025-02-28 | → |
| 604 | LIFEINVEST WEALTH MANAGEMENT, LTD | MIAMI | 146966 | $300.5M | 11 | 2026-03-31 | → |
| 605 | DEEPWORK CAPITAL, LLC | ORLANDO | 314673 | $300.2M | 8 | 2026-03-31 | → |
| 606 | CATHY PARETO AND ASSOCIATES, INC. | CORAL GABLES | 145919 | $300.1M | 7 | 2026-06-30 | → |
| 607 | DAVID KENNON INCORPORATED | SARASOTA | 301130 | $300.0M | 3 | 2026-03-31 | → |
| 608 | CIC, LLC | MARCO ISLAND | 311969 | $299.8M | 2 | 2026-04-30 | → |
| 609 | UNISON ASSET MANAGEMENT LLC | AVENTURA | 288249 | $298.2M | 5 | 2026-03-31 | → |
| 610 | OPINICUS CAPITAL, INC. | TAMPA | 168344 | $297.1M | 7 | 2026-03-31 | → |
| 611 | MATTERS CAPITAL LLC | CORAL GABLES | 333776 | $296.8M | 3 | 2026-06-30 | → |
| 612 | COLBERT INVESTMENT MANAGEMENT CO | MIAMI | 108642 | $295.8M | 3 | 2026-03-31 | → |
| 613 | DOUGLAS CAPITAL MANAGEMENT INC | JACKSONVILLE | 106262 | $295.2M | 4 | 2026-03-31 | → |
| 614 | CARPENTER, CLAYDON ADVISORS, INC. | MAITLAND | 143516 | $294.9M | 3 | 2026-03-31 | → |
| 615 | MADDEN ADVISORY SERVICES, INC. | JACKSONVILLE | 112607 | $291.7M | 5 | 2026-05-31 | → |
| 616 | THIRD EYE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 287819 | $291.3M | 1 | 2026-06-30 | → |
| 617 | CIFC PRIVATE CREDIT MANAGEMENT LLC | MIAMI | 334020 | $289.9M | 200 | 2026-03-31 | → |
| 618 | ONE STONE PARTNERS L.L.C. | MIAMI | 163742 | $289.7M | 3 | 2026-03-31 | → |
| 619 | PFG PRIVATE WEALTH MANAGEMENT, LLC | LUTZ | 282301 | $289.0M | 7 | 2026-03-31 | → |
| 620 | YELLOWSTONE CAPITAL PARTNERS US, LLC | GAINESVILLE | 324681 | $288.6M | 2 | 2026-04-30 | → |
| 621 | SKYVIEW FINANCIAL GROUP, LLC | PONTE VEDRA BEACH | 310581 | $286.6M | 3 | 2026-03-31 | → |
| 622 | BAU ADVISORS LLC | MIAMI | 301667 | $286.5M | 4 | 2026-03-31 | → |
| 623 | N.L.C. LLC | BOCA RATON | 330231 | $286.1M | 2 | 2026-06-30 | → |
| 624 | THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC | CLEARWATER | 326421 | $286.1M | 10 | 2026-03-31 | → |
| 625 | THE PALMER KNIGHT COMPANY | JACKSONVILLE | 112983 | $285.4M | 2 | 2026-03-31 | → |
| 626 | MARTIN D. PARLATO & ASSOCIATES, INC. | PONTE VEDRA | 147403 | $284.6M | 1 | 2026-03-31 | → |
| 627 | PENINSULA ASSET MANAGEMENT INC | BRADENTON | 108600 | $284.1M | 4 | 2026-03-31 | → |
| 628 | FDI WEALTH MANAGEMENT, LLC | MIAMI | 292050 | $283.8M | 5 | 2026-03-31 | → |
| 629 | PRIDEROCK FUND MANAGEMENT PARTNERS, LLC | PALM BEACH GARDENS | 297635 | $283.6M | 10 | 2026-03-31 | → |
| 630 | FIG CAPITAL MANAGEMENT, LLC | JACKSONVILLE | 290099 | $283.0M | 0 | 2026-03-31 | → |
| 631 | COVINGTONALSINA, LLC | JACKSONVILLE | 326810 | $282.9M | 5 | 2026-04-30 | → |
| 632 | PALM VALLEY CAPITAL MANAGEMENT LLC | JACKSONVILLE BEACH | 299896 | $281.6M | 2 | 2026-01-31 | → |
| 633 | SUCCESSFUL PORTFOLIOS LLC | CLEARWATER | 152429 | $281.5M | 3 | 2026-03-31 | → |
| 634 | SMITH ASSET MANAGEMENT CO., LLC | CHIEFLAND | 127684 | $281.2M | 7 | 2026-05-31 | → |
| 635 | SEVEN HILLS FINANCIAL, LLC | TALLAHASSEE | 143190 | $280.9M | 5 | 2026-03-31 | → |
| 636 | HARLAN CAPITAL PARTNERS LLC | PALM BEACH | 163718 | $280.8M | 9 | 2026-03-31 | → |
| 637 | MIDTOWN INVESTMENT ADVISORS LLC | MIAMI | 316137 | $278.0M | 4 | 2026-03-31 | → |
| 638 | LPF ADVISORS, LLC | SARASOTA | 298068 | $277.5M | 5 | 2025-04-30 | → |
| 639 | DELTA CAPITAL MANAGEMENT, LLC | MAITLAND | 128350 | $277.4M | 9 | 2026-03-31 | → |
| 640 | GLOBAL INVESTMENT ADVISER LC | NORTH PALM BEACH | 105862 | $276.4M | 2 | 2025-05-31 | → |
| 641 | AFC MANAGEMENT, LLC | WEST PALM BEACH | 311281 | $275.8M | 32 | 2026-03-31 | → |
| 642 | CHRONOS WEALTH MANAGEMENT, L.L.C. | CLEARWATER | 299782 | $274.0M | 3 | 2026-02-28 | → |
| 643 | PRIVATE WEALTH GROUP, LLC | TAMPA | 128560 | $274.0M | 2 | 2026-04-30 | → |
| 644 | ALPHA ZERO LLC | BOCA RATON | 319050 | $269.8M | 17 | 2026-05-31 | → |
| 645 | BARR FINANCIAL SERVICES, LLC | WINTER PARK | 125444 | $269.2M | 2 | 2026-05-31 | → |
| 646 | LEDGERPRIME, LLC | MIAMI | 313715 | $269.0M | 9 | 2024-12-31 | → |
| 647 | DUNN CAPITAL MANAGEMENT, LLC | STUART | 328632 | $269.0M | 27 | 2026-03-31 | → |
| 648 | RIVERPLACE CAPITAL MANAGEMENT INC | JACKSONVILLE | 109079 | $267.4M | 6 | 2026-04-30 | → |
| 649 | CAPITAL MARKET STRATEGIES LLC | PALM BEACH GARDENS | 286579 | $267.0M | 5 | 2025-03-31 | → |
| 650 | WIN ADVISORS, INC | PALM BEACH GARDENS | 300351 | $266.8M | 4 | 2026-03-31 | → |
| 651 | RAVEN MUSIC PARTNERS LLC | PALM BEACH GARDENS | 332058 | $265.4M | 23 | 2026-04-30 | → |
| 652 | SPRAKER WEST WEALTH MANAGEMENT, INC | WINTER PARK | 147075 | $265.3M | 6 | 2026-03-31 | → |
| 653 | INNOVA ADVISORS LLC | CORAL GABLES | 318958 | $264.8M | 4 | 2026-05-31 | → |
| 654 | COASTAL INVESTMENT COMPANY, LLC | WINTER PARK | 322164 | $262.9M | 9 | 2026-04-30 | → |
| 655 | SEMUS WEALTH PARTNERS, LLC | BOCA RATON | 305758 | $262.7M | 3 | 2026-03-31 | → |
| 656 | WATERSTONE FINANCIAL ADVISORY LLC | FORT MYERS | 325012 | $262.5M | 5 | 2026-02-28 | → |
| 657 | UTOPIA WEALTH MANAGEMENT, LLC | COCONUT CREEK | 300266 | $261.4M | 3 | 2026-01-31 | → |
| 658 | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | MIAMI | 314520 | $261.2M | 6 | 2026-06-30 | → |
| 659 | TRUSTWELL FINANCIAL ADVISORS, LLC | JACKSONVILLE | 108426 | $260.8M | 7 | 2026-03-31 | → |
| 660 | ID FUNDS ADVISOR LLC | BOCA RATON | 305035 | $260.1M | 12 | 2025-10-31 | → |
| 661 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | SOUTH MIAMI | 331683 | $259.8M | 7 | 2026-03-31 | → |
| 662 | DAVIS CAPITAL MANAGEMENT LLC | JACKSONVILLE | 149014 | $259.0M | 5 | 2026-03-31 | → |
| 663 | AFT, FORSYTH AND COMPANY, INC. | JUPITER | 137404 | $258.6M | 2 | 2026-05-31 | → |
| 664 | GEOSPHERE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 160088 | $258.4M | 6 | 2026-03-31 | → |
| 665 | MCDONOUGH CAPITAL MANAGEMENT, INC. | ORLANDO | 143767 | $258.2M | 3 | 2026-06-30 | → |
| 666 | GENROCK CAPITAL MANAGEMENT, LP | PALM BEACH | 290265 | $257.6M | 4 | 2026-03-31 | → |
| 667 | CENTER FOR ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 147981 | $257.1M | 6 | 2026-03-31 | → |
| 668 | RD LEWIS HOLDINGS, INC. | MAITLAND | 156073 | $256.8M | 8 | 2026-06-30 | → |
| 669 | IFS ADVISORS, INC | SARASOTA | 153975 | $256.7M | 3 | 2025-02-28 | → |
| 670 | KRUSEN CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 150754 | $255.7M | 2 | 2026-03-31 | → |
| 671 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | ORLANDO | 289142 | $254.4M | 29 | 2026-03-31 | → |
| 672 | MENDON CAPITAL ADVISORS CORP | KEY LARGO | 113058 | $253.8M | 4 | 2026-03-31 | → |
| 673 | WASHBURN CAPITAL MANAGEMENT INC. | VERO BEACH | 125708 | $253.6M | 3 | 2026-02-28 | → |
| 674 | ABF INVESTMENT MANAGEMENT, LLC | MIAMI | 333541 | $253.2M | 10 | 2026-03-31 | → |
| 675 | BRIDGES CAPITAL LLC | FORT LAUDERDALE | 297718 | $251.6M | 1 | 2026-01-31 | → |
| 676 | MARIACA WEALTH MANAGEMENT, LLC | WELLINGTON | 164001 | $251.1M | 6 | 2026-03-31 | → |
| 677 | KARLOV STREET CAPITAL, LLC | BOCA RATON | 288910 | $251.0M | 4 | 2026-03-31 | → |
| 678 | COGENT PRIVATE WEALTH, INC. | ORLANDO | 319092 | $250.3M | 8 | 2026-03-31 | → |
| 679 | FIRSTRUST LLC | DAYTONA BEACH | 111800 | $250.0M | 6 | 2026-03-31 | → |
| 680 | OXENFREE CAPITAL LLC | MELBOURNE | 327105 | $249.8M | 8 | 2026-06-30 | → |
| 681 | E. BATOFF & CO., INC. | TAMPA | 124815 | $249.2M | 1 | 2026-03-31 | → |
| 682 | CASSEDY FINANCIAL GROUP, INC. | TAMPA | 111446 | $248.4M | 4 | 2026-03-31 | → |
| 683 | NOVA WEALTH MANAGEMENT, INC. | BONITA SPRINGS | 169450 | $247.5M | 7 | 2026-03-31 | → |
| 684 | LIBERTY PRIVATE CLIENT, LLC | FORT MYERS | 305130 | $246.9M | 4 | 2025-03-31 | → |
| 685 | RINALDI WEALTH MANAGEMENT, INC. | BONITA SPRINGS | 311583 | $243.2M | 3 | 2026-02-28 | → |
| 686 | MATTHIAS PRIVATE WEALTH, LLC | WINTER PARK | 289761 | $242.8M | 12 | 2026-03-31 | → |
| 687 | CHIRON CAPITAL MANAGEMENT, LLC | TALLAHASSEE | 308286 | $242.6M | 6 | 2026-03-31 | → |
| 688 | SEMINOLE ADVISORY SERVICES, LLC | BELLAIR BLUFFS | 148975 | $242.5M | 4 | 2026-03-31 | → |
| 689 | MORI HUSTON PARTNERS LLC | MIAMI | 151260 | $241.6M | 3 | 2026-05-31 | → |
| 690 | WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. | TALLAHASSEE | 109576 | $241.5M | 6 | 2026-03-31 | → |
| 691 | TREASURE COAST FINANCIAL PLANNING, INC. | VERO BEACH | 166684 | $241.5M | 6 | 2026-03-31 | → |
| 692 | DFN MANAGEMENT LLC. | TAMPA | 285057 | $241.4M | 6 | 2026-03-31 | → |
| 693 | BASSAM WEALTH MANAGEMENT, LLC | PALM BEACH | 330695 | $241.0M | 3 | 2026-03-31 | → |
| 694 | TRUE WEALTH ADVISORY GROUP, LLC | MIAMI | 306523 | $240.1M | 4 | 2026-03-31 | → |
| 695 | LOYOLA ASSET MANAGEMENT LLC | CORAL GABLES | 153255 | $239.9M | 5 | 2026-03-31 | → |
| 696 | SMITH BRUER ADVISORS, LLC | TALLAHASSEE | 284508 | $238.5M | 6 | 2026-03-31 | → |
| 697 | GOLDEN ROAD ADVISORS LLC | TAMPA | 314077 | $237.7M | 4 | 2026-03-31 | → |
| 698 | PENTO PORTFOLIO STRATEGIES, LLC | NAPLES | 159217 | $237.3M | 3 | 2026-05-31 | → |
| 699 | MILLARES ASSET MANAGEMENT, LLC | CORAL GABLES | 144620 | $236.2M | 3 | 2026-02-28 | → |
| 700 | CREO CAPITAL PARTNERS MANAGEMENT LLC | MIAMI | 296861 | $235.5M | 6 | 2026-03-31 | → |
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