Sleeve
Home/Largest Registered Investment Advisers in Miami
Research Report · 2026-06-30

Largest Registered Investment Advisers in Miami

Miami SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
213
Total AUM
$1.13T
Median AUM
$401.9M
Latest Filing
2026-06-30
← PreviousPage 1 of 3 · 213 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1CITADEL ADVISORS LLCMIAMI148826$570.62B3,2842026-06-30→
2OC INVESTMENT MANAGEMENT LPMIAMI314948$75.93B152026-05-31→
3H.I.G. CAPITAL, LLCMIAMI160711$72.33B1,0392026-03-31→
4I SQUARED CAPITAL ADVISORS (US) LLCMIAMI168339$60.09B3312026-03-31→
5CIFC ASSET MANAGEMENT LLCMIAMI159172$44.58B2002026-05-31→
6SANCTUARY ADVISORS, LLCMIAMI226606$34.88B7702026-06-30→
7RIALTO CAPITAL MANAGEMENT, LLCMIAMI159998$21.73B822026-04-30→
8UNIVERSA INVESTMENTS L.P.MIAMI146052$21.35B202026-03-31→
91823 PARTNERS (US) LLCMIAMI333927$18.53B522026-03-31→
10LOOP CAPITAL ASSET MANAGEMENT - TCH LLCMIAMI149280$10.81B232026-03-31→
11CARLYLE AVIATION PDP MANAGEMENT LLCMIAMI305746$10.40B1242026-03-31→
12EDWARDS CAPITAL, LLCMIAMI157864$7.89B652026-03-31→
13DAEMON INVESTMENT AND ASSET MANAGEMENT, LLCMIAMI285629$7.10B32026-03-31→
14HQ CAPITAL PRIVATE EQUITY LLCMIAMI134231$5.40B782026-03-31→
15GENTRUST, LLCMIAMI158369$5.20B402026-03-31→
16INSIGNEO ADVISORY SERVICES, LLCMIAMI282589$5.16B2232026-06-30→
17CORIENT IA LLCMIAMI326262$5.11B1002026-06-30→
18ALIYA CAPITAL PARTNERS LLCMIAMI305988$5.09B182026-05-31→
19KINETIC PARTNERS MANAGEMENT, LPMIAMI318097$4.73B152026-03-31→
20VALLEY FORGE CAPITAL MANAGEMENT, LPMIAMI162953$4.45B92026-03-31→
21RWC ASSET ADVISORS (US) LLCMIAMI166517$4.38B222026-03-31→
22FINACCESS ADVISORS, LLCMIAMI150697$4.11B132026-03-31→
23VALOR ADVISORS LLCMIAMI171358$4.01B162026-06-30→
24SHAOLIN CAPITAL MANAGEMENT LLCMIAMI300095$3.89B142026-03-31→
25DEFIANCE ETFS, LLCMIAMI294410$3.86B72026-05-31→
26LARCH CAPITAL PARTNERS LLCMIAMI307653$3.00B172026-05-31→
27MMBG INVESTMENT ADVISORS CO.MIAMI285263$2.98B142026-03-31→
28EIR PARTNERS CAPITAL, LPMIAMI319010$2.72B162026-03-31→
29INGHAM RUSSELL INVESTMENT ADVISORS INCMIAMI106299$2.62B102026-03-31→
30DIVISADERO STREET CAPITAL MANAGEMENT, LPMIAMI317392$2.61B112026-03-31→
31AZORA CAPITAL LPMIAMI287621$2.50B162026-03-31→
323650 REIT INVESTMENT MANAGEMENT LLCMIAMI286013$2.43B162026-03-31→
33FOREST AVENUE CAPITAL MANAGEMENT LPMIAMI321948$2.41B112026-03-31→
34EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.MIAMI158905$2.30B562026-03-31→
35POINT BREAK CAPITAL MANAGEMENT LLCMIAMI164213$2.04B112026-05-31→
36ALTHUM ADVISORS LLCMIAMI315952$2.03B112026-03-31→
37BULLTICK WEALTH MANAGEMENT, LLCMIAMI141588$1.95B622026-03-31→
38LORIENT CAPITAL MANAGEMENT, LLCMIAMI289572$1.94B292026-03-31→
39MORA CAPITAL MANAGEMENT, LLCMIAMI112221$1.90B492026-06-30→
40FORA CAPITAL, LLCMIAMI295393$1.67B82026-03-31→
41FORGELIGHT LLCMIAMI307944$1.63B52026-03-31→
42VECTORGLOBAL IAG, INC.MIAMI147129$1.63B272026-06-30→
43SIERRA CAPITAL LLCMIAMI110129$1.61B82026-06-30→
44LESTE CAPITAL PARTNERS (FLORIDA), LLCMIAMI285179$1.61B192026-06-30→
45LOCUST POINT CAPITAL, INC.MIAMI286689$1.58B432026-03-31→
46CREDICORP CAPITAL ADVISORS LLCMIAMI290081$1.58B262026-04-30→
47EIGHTFOLD REAL ESTATE CAPITAL, L.P.MIAMI163086$1.43B192026-04-30→
48ELION PARTNERS, LLCMIAMI170483$1.41B272026-03-31→
49ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLCMIAMI292038$1.41B102026-03-31→
50BBVA GLOBAL WEALTH ADVISORS, INC.MIAMI327326$1.36B842026-06-30→
51ALLIE FAMILY OFFICE LLCMIAMI307144$1.32B112026-03-31→
52NORTHAMPTON CAPITAL PARTNERS LLCMIAMI329072$1.31B122026-05-31→
53BIGSUR WEALTH MANAGEMENT, LLCMIAMI146511$1.28B162026-03-31→
54CANAL ROAD CAPITAL, LLCMIAMI327488$1.26B162026-03-31→
55ELEMENT POINTE ADVISORS, LLCMIAMI282750$1.22B112026-05-31→
56MACERATIO LLCMIAMI304078$1.19B72026-06-30→
57BOYNE CAPITAL MANAGEMENT, LLCMIAMI285919$1.16B332026-03-31→
58CARLYLE AVIATION SECURITIES PARTNERS LLCMIAMI168456$1.14B42026-03-31→
59ADAMO CAPITAL FAMILY OFFICE LLCMIAMI315653$1.12B172026-03-31→
60POWER SUSTAINABLE MANAGER US, INC.MIAMI325145$1.07B312026-03-31→
61PANORAMIKA ADVISORS INC.MIAMI172737$1.05B22026-02-28→
62CIFC INVESTMENT MANAGEMENT LLCMIAMI107050$1.04B2002026-03-31→
63LS BDC ADVISER, LLCMIAMI313799$1.04B352026-06-30→
64SOLLINDA CAPITAL MANAGEMENT LLCMIAMI321742$1.02B202026-06-30→
65GFG CAPITAL, LLCMIAMI128059$1.01B162026-03-31→
66AZIMUT INVESTMENT ADVISORS LLCMIAMI134626$1.00B102026-05-31→
67DAYBRIGHT ADVISORY SERVICES, INC.MIAMI133795$997.4M102026-03-31→
68KHROM CAPITAL MANAGEMENT, LLCMIAMI170711$980.6M62026-03-31→
69TRINITY FUND ADVISORS LLCMIAMI310217$930.0M322026-03-31→
70STRENTA INVESTMENT MANAGEMENT SERVICES, LLCMIAMI169667$916.1M182026-03-31→
71TIEMPO CAPITAL PARTNERS, LLCMIAMI329367$911.0M72026-06-30→
72BRIDGEINVEST LLCMIAMI307343$858.6M332026-03-31→
73CONCISE CAPITAL MANAGEMENT, LPMIAMI145778$838.6M122026-05-31→
74PALATINE FUND ADVISORS, LLCMIAMI168077$821.4M212026-03-31→
75ANDBANC ADVISORY LLCMIAMI150463$806.5M132026-05-31→
76XP ADVISORY US, INC.MIAMI173779$792.3M342026-04-30→
77ARTIA GLOBAL PARTNERS LPMIAMI322091$778.9M52026-03-31→
78INCASA LLCMIAMI174058$725.2M32026-03-31→
79SAAGA, LLCMIAMI327015$717.5M62026-03-31→
80LAFISE GLOBAL ADVISORS LLCMIAMI331244$699.0M32026-03-31→
81ICV PARTNERS, LLCMIAMI160651$694.1M132026-03-31→
82BRAINVEST WEALTH MANAGEMENT LLCMIAMI289743$690.9M82026-04-30→
83POWELL INVESTMENT ADVISORS, LLCMIAMI160333$648.0M22026-03-31→
84VIZCAYA CAPITAL, LLCMIAMI170518$631.4M92026-06-30→
85CENTRICA WEALTH MANAGEMENT, LLCMIAMI335042$627.4M32026-02-28→
86H.I.G. WHITEHORSE ADVISERS, LLCMIAMI164905$615.1M822026-03-31→
87GDA LUMA CAPITAL MANAGEMENT, LPMIAMI314502$592.4M142026-03-31→
88FLORIDA ATLANTIC SECURITIES CORP.MIAMI43272$590.0M42026-06-30→
89TYRO CAPITAL MANAGEMENT, LLCMIAMI312329$570.9M62026-04-30→
90INCA INVESTMENTS, LLCMIAMI131194$569.6M92026-04-30→
91WHITE WOLF CAPITAL ADVISORS, LLCMIAMI311816$566.8M192026-03-31→
92DOWNTOWN WEALTH STUDIOS, LLCMIAMI325213$563.5M52026-03-31→
93DARA CAPITAL US, INC.MIAMI153544$563.1M32026-03-31→
94SECURITIZE CAPITAL LLCMIAMI315859$530.2M22026-06-30→
95COMPASS GROUP INVESTMENTS SOLUTIONS LLCMIAMI305680$526.8M172026-03-31→
96KAUFMAN ROSSIN WEALTH, LLCMIAMI301921$506.7M112026-03-31→
97BETA CAPITAL MANAGEMENT LLCMIAMI154894$506.6M162026-03-31→
98KLOSTERS CAPITAL LLCMIAMI285582$495.6M72026-03-31→
99BAYMOUNT MANAGEMENT LPMIAMI304809$485.7M52025-03-31→
100BCP ADVISORS LLCMIAMI157973$475.3M52026-03-31→

Related Lists

Registered Investment Advisers in New York CityRegistered Investment Advisers in Los AngelesRegistered Investment Advisers in ChicagoRegistered Investment Advisers in San FranciscoRegistered Investment Advisers in BostonRegistered Investment Advisers in Houston
Sleeve213 firms · 2026-06-30