Registered investment advisers in Florida
1056 firms in Florida representing $4.1T in assets under management, sourced from public SEC Form ADV filings.
Cities
Citadel Advisors LLC
Miami, FL · Est. 2010
- AUM
- $570.6B
- Per adviser
- $434M
- Advisers
- 1,314
No reported disclosures
Raymond James & Associates, INC.
St. Petersburg, FL · Est. 1974
- AUM
- $501.0B
- Per adviser
- $88M
- Advisers
- 5,683
Raymond James Financial Services Advisors, INC
Saint Petersburg, FL · Est. 2008
- AUM
- $390.0B
- Per adviser
- $65M
- Advisers
- 6,024
Gqg Partners
Fort Lauderdale, FL · Est. 2016
- AUM
- $163.9B
- Per adviser
- $7.4B
- Advisers
- 22
No reported disclosures
Elliott Investment Management L.P.
West Palm Beach, FL · Est. 2020
- AUM
- $128.6B
- Per adviser
- $456M
- Advisers
- 282
Sanders Capital, LLC
West Palm Beach, FL · Est. 2009
- AUM
- $122.2B
- Per adviser
- $7.6B
- Advisers
- 16
No reported disclosures
Doubleline Capital LP
Tampa, FL · Est. 2009
- AUM
- $93.3B
- Per adviser
- $1.0B
- Advisers
- 89
No reported disclosures
III Capital Management
Boca Raton, FL · Est. 2001
- AUM
- $88.2B
- Per adviser
- $9.8B
- Advisers
- 9
No reported disclosures
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL · Est. 2005
- AUM
- $87.4B
- Per adviser
- $424M
- Advisers
- 206
No reported disclosures
Starwood Capital Group Management, L.L.C.
Miami Beach, FL · Est. 1999
- AUM
- $79.2B
- Per adviser
- $447M
- Advisers
- 177
No reported disclosures
Oc Investment Management LP
Miami, FL · Est. 2021
- AUM
- $75.9B
- Per adviser
- $25.3B
- Advisers
- 3
No reported disclosures
H.I.G. Capital, LLC
Miami, FL · Est. 2012
- AUM
- $72.3B
- Per adviser
- $136M
- Advisers
- 533
No reported disclosures
Bayview Asset Management, LLC
Coral Gables, FL · Est. 2012
- AUM
- $64.2B
- Per adviser
- $329M
- Advisers
- 195
No reported disclosures
Digitalbridge Investment Management, LLC
Boca Raton, FL · Est. 2017
- AUM
- $61.1B
- Per adviser
- $389M
- Advisers
- 157
No reported disclosures
Eagle Asset Management INC
St. Petersburg, FL · Est. 1984
- AUM
- $60.7B
- Per adviser
- $1.4B
- Advisers
- 44
I Squared Capital Advisors (US) LLC
Miami, FL · Est. 2013
- AUM
- $60.1B
- Per adviser
- $532M
- Advisers
- 113
No reported disclosures
Cifc Asset Management LLC
Miami, FL · Est. 2011
- AUM
- $44.6B
- Per adviser
- $501M
- Advisers
- 89
No reported disclosures
Voloridge
Jupiter, FL · Est. 2010
- AUM
- $36.2B
- Per adviser
- $2.6B
- Advisers
- 14
No reported disclosures
Sanctuary Advisors, LLC
Miami, FL · Est. 2015
- AUM
- $34.9B
- Per adviser
- $88M
- Advisers
- 396
No reported disclosures
The Baldwin Group Wealth Advisors, LLC
Tampa, FL · Est. 2021
- AUM
- $27.3B
- Per adviser
- $546M
- Advisers
- 50
Smartx Advisory Solutions
West Palm Beach, FL · Est. 2018
- AUM
- $27.0B
- Per adviser
- $13.5B
- Advisers
- 2
No reported disclosures
Alpha Wave Global, LP
Miami Beach, FL · Est. 2012
- AUM
- $26.7B
- Per adviser
- $556M
- Advisers
- 48
No reported disclosures
Polen Capital Management, LLC
Boca Raton, FL · Est. 1980
- AUM
- $24.1B
- Per adviser
- $1.1B
- Advisers
- 22
No reported disclosures
Rialto Capital Management, LLC
Miami, FL · Est. 2012
- AUM
- $21.7B
- Per adviser
- $275M
- Advisers
- 79
No reported disclosures
Universa Investments L.P.
Miami, FL · Est. 2008
- AUM
- $21.3B
- Per adviser
- $4.3B
- Advisers
- 5
Armour Capital Management LP
Vero Beach, FL · Est. 2012
- AUM
- $21.0B
- Per adviser
- $3.5B
- Advisers
- 6
No reported disclosures
Pentwater Capital Management LP
Naples, FL · Est. 2011
- AUM
- $19.3B
- Per adviser
- $963M
- Advisers
- 20
1823 Partners (US) LLC
Miami, FL · Est. 2024
- AUM
- $18.5B
- Per adviser
- $618M
- Advisers
- 30
No reported disclosures
Deep Blue Investment Advisors
Tampa, FL · Est. 2001
- AUM
- $18.2B
- Per adviser
- $2.0B
- Advisers
- 9
No reported disclosures
We Family Offices
Coral Gables, FL · Est. 2001
- AUM
- $17.8B
- Per adviser
- $507M
- Advisers
- 35
No reported disclosures
Capital Wealth Planning, LLC
Naples, FL · Est. 2009
- AUM
- $17.2B
- Per adviser
- $2.9B
- Advisers
- 6
No reported disclosures
Raymond James Investment Management
St Petersburg, FL · Est. 2015
- AUM
- $16.9B
- Per adviser
- $3.4B
- Advisers
- 5
No reported disclosures
Independent Financial Partners
Tampa, FL · Est. 2008
- AUM
- $16.3B
- Per adviser
- $54M
- Advisers
- 302
Ark Invest
St. Petersburg, FL · Est. 2014
- AUM
- $16.0B
- Per adviser
- $799M
- Advisers
- 20
No reported disclosures
Concurrent Investment Advisors, LLC
Tampa, FL · Est. 2022
- AUM
- $15.7B
- Per adviser
- $98M
- Advisers
- 161
Intech
West Palm Beach, FL · Est. 2002
- AUM
- $15.5B
- Per adviser
- $1.4B
- Advisers
- 11
No reported disclosures
Cv Advisors LLC
Aventura, FL · Est. 2012
- AUM
- $15.1B
- Per adviser
- $656M
- Advisers
- 23
No reported disclosures
Digital Bridge Advisors, LLC
Boca Raton, FL · Est. 2018
- AUM
- $14.6B
- Per adviser
- $206M
- Advisers
- 71
No reported disclosures
Franklin Advisory Services, LLC
San Mateo, FL · Est. 1996
- AUM
- $14.1B
- Per adviser
- $7.0B
- Advisers
- 2
Dynasty Wealth Management, LLC
St. Petersburg, FL · Est. 2010
- AUM
- $13.9B
- Per adviser
- $4.6B
- Advisers
- 3
No reported disclosures
Capacuity LLC
Lake Mary, FL · Est. 2018
- AUM
- $13.9B
- Per adviser
- $1.3B
- Advisers
- 11
No reported disclosures
Bimini Advisors, LLC
Vero Beach, FL · Est. 2012
- AUM
- $11.7B
- Per adviser
- $1.7B
- Advisers
- 7
No reported disclosures
Loop Capital Asset Management
Miami, FL · Est. 2009
- AUM
- $10.8B
- Per adviser
- $600M
- Advisers
- 18
No reported disclosures
Carlyle Aviation Pdp Management LLC
Miami, FL · Est. 2020
- AUM
- $10.4B
- Per adviser
- $416M
- Advisers
- 25
No reported disclosures
Kopernik Global Investors, LLC
Tampa, FL · Est. 2013
- AUM
- $10.2B
- Per adviser
- $463M
- Advisers
- 22
No reported disclosures
Hood River Capital Management LLC
Palm Beach Gardens, FL · Est. 2013
- AUM
- $9.5B
- Per adviser
- $473M
- Advisers
- 20
No reported disclosures
Comvest Credit Advisors, LLC
West Palm Beach, FL · Est. 2021
- AUM
- $9.3B
- Per adviser
- $72M
- Advisers
- 128
No reported disclosures
Deerpath Capital Management, LP
Fort Lauderdale, FL · Est. 2012
- AUM
- $9.0B
- Per adviser
- $90M
- Advisers
- 100
No reported disclosures
J. W. Cole Advisors, INC.
Tampa, FL · Est. 2001
- AUM
- $8.2B
- Per adviser
- $18M
- Advisers
- 468
Bramshill Investments, LLC
Naples, FL · Est. 2012
- AUM
- $8.1B
- Per adviser
- $247M
- Advisers
- 33
No reported disclosures
Flexpoint Ford, LLC
Miami, FL · Est. 2012
- AUM
- $7.9B
- Per adviser
- $121M
- Advisers
- 65
No reported disclosures
Ae Industrial Partners, LP
Boca Raton, FL · Est. 2015
- AUM
- $7.7B
- Per adviser
- $158M
- Advisers
- 49
No reported disclosures
Dsm Capital Partners
Palm Beach Gardens, FL · Est. 2001
- AUM
- $7.6B
- Per adviser
- $688M
- Advisers
- 11
No reported disclosures
Gramercy Funds Management LLC
West Palm Beach, FL · Est. 2009
- AUM
- $7.4B
- Per adviser
- $232M
- Advisers
- 32
No reported disclosures
Dimension Capital Management LLC
Coral Gables, FL · Est. 1997
- AUM
- $7.3B
- Per adviser
- $729M
- Advisers
- 10
No reported disclosures
Daemon Investment And Asset Management, LLC
Miami, FL · Est. 2016
- AUM
- $7.1B
- Per adviser
- $2.4B
- Advisers
- 3
No reported disclosures
Community Capital Management, LLC
Fort Lauderdale, FL · Est. 1999
- AUM
- $7.0B
- Per adviser
- $500M
- Advisers
- 14
No reported disclosures
Dakota Wealth, LLC
Palm Beach Gardens, FL · Est. 2018
- AUM
- $6.9B
- Per adviser
- $114M
- Advisers
- 61
No reported disclosures
Imperial Fund Asset Management LLC
Fort Lauderdale, FL · Est. 2022
- AUM
- $6.8B
- Per adviser
- $3.4B
- Advisers
- 2
No reported disclosures
Prospect Capital Management L.P.
West Palm Beach, FL · Est. 2004
- AUM
- $6.6B
- Per adviser
- $151M
- Advisers
- 44
No reported disclosures
Kovack Advisors, INC.
Ft. Lauderdale, FL · Est. 2004
- AUM
- $6.3B
- Per adviser
- $21M
- Advisers
- 300
Rivernorth Capital Management, LLC
West Palm Beach, FL · Est. 2002
- AUM
- $6.2B
- Per adviser
- $617M
- Advisers
- 10
No reported disclosures
A Fin Management LLC
Sunny Isles Beach, FL · Est. 2021
- AUM
- $6.2B
- Per adviser
- $308M
- Advisers
- 20
No reported disclosures
Pennantpark Investment Advisers, LLC
Miami Beach, FL · Est. 2007
- AUM
- $6.2B
- Per adviser
- $205M
- Advisers
- 30
No reported disclosures
Warren Equity Partners Manager, L.P.
Jacksonville Beach, FL · Est. 2019
- AUM
- $6.1B
- Per adviser
- $244M
- Advisers
- 25
No reported disclosures
Facet
West Palm Beach, FL · Est. 2016
- AUM
- $6.0B
- Per adviser
- $110M
- Advisers
- 55
No reported disclosures
Trivest Investment Advisors, LLC
Coral Gables, FL · Est. 2012
- AUM
- $6.0B
- Per adviser
- $82M
- Advisers
- 73
No reported disclosures
Third Lake Partners, LLC
Tampa, FL · Est. 2019
- AUM
- $6.0B
- Per adviser
- $459M
- Advisers
- 13
No reported disclosures
Deprince, Race & Zollo, INC.
Winter Park, FL · Est. 1995
- AUM
- $5.9B
- Per adviser
- $421M
- Advisers
- 14
No reported disclosures
Sun Capital Advisors, L.P.
Boca Raton, FL · Est. 2012
- AUM
- $5.8B
- Per adviser
- $167M
- Advisers
- 35
No reported disclosures
Gladstone Wealth Partners
Palm Beach Gardens, FL · Est. 2015
- AUM
- $5.7B
- Per adviser
- $55M
- Advisers
- 104
Altarock Partners LP
West Palm Beach, FL · Est. 2014
- AUM
- $5.7B
- Per adviser
- $1.9B
- Advisers
- 3
No reported disclosures
Stwd Investment Management, LLC
Miami Beach, FL · Est. 2019
- AUM
- $5.4B
- Per adviser
- $43M
- Advisers
- 126
No reported disclosures
Hq Capital Private Equity LLC
Miami, FL · Est. 2005
- AUM
- $5.4B
- Per adviser
- $300M
- Advisers
- 18
No reported disclosures
Skye Global Management LP
West Palm Beach, FL · Est. 2016
- AUM
- $5.2B
- Per adviser
- $1.7B
- Advisers
- 3
No reported disclosures
Gentrust
Miami, FL · Est. 2011
- AUM
- $5.2B
- Per adviser
- $289M
- Advisers
- 18
No reported disclosures
Insigneo Advisory Services, LLC
Miami, FL · Est. 2016
- AUM
- $5.2B
- Per adviser
- $29M
- Advisers
- 178
No reported disclosures
Corient Ia LLC
Miami, FL · Est. 2023
- AUM
- $5.1B
- Per adviser
- $104M
- Advisers
- 49
No reported disclosures
Moran Wealth Management, LLC
Naples, FL · Est. 2022
- AUM
- $5.1B
- Per adviser
- $127M
- Advisers
- 40
Aliya Capital Partners LLC
Miami, FL · Est. 2021
- AUM
- $5.1B
- Per adviser
- $849M
- Advisers
- 6
No reported disclosures
Newport Group Consulting, LLC
Lake Mary, FL · Est. 2006
- AUM
- $5.1B
- Per adviser
- $361M
- Advisers
- 14
No reported disclosures
Slavic Mutual Funds Management Corp.
Boca Raton, FL · Est. 1987
- AUM
- $5.0B
- Per adviser
- $1.7B
- Advisers
- 3
No reported disclosures
Yale Capital Corp.
St. Petersburg, FL · Est. 2005
- AUM
- $4.9B
- Per adviser
- $1.2B
- Advisers
- 4
No reported disclosures
Eulav Asset Management
Sarasota, FL · Est. 2011
- AUM
- $4.9B
- Per adviser
- $980M
- Advisers
- 5
No reported disclosures
Siris Capital Group, LLC
West Palm Beach, FL · Est. 2012
- AUM
- $4.8B
- Per adviser
- $321M
- Advisers
- 15
No reported disclosures
Gwn Securities INC.
Palm Beach Gardens, FL · Est. 2004
- AUM
- $4.8B
- Per adviser
- $11M
- Advisers
- 448
No reported disclosures
Kinetic Partners Management, LP
Miami, FL · Est. 2022
- AUM
- $4.7B
- Per adviser
- $591M
- Advisers
- 8
No reported disclosures
Acasta Partners US LLC
Boca Raton, FL · Est. 2025
- AUM
- $4.7B
- Per adviser
- $2.4B
- Advisers
- 2
No reported disclosures
Bowen, Hanes & Co INC
Ponte Vedra Beach, FL · Est. 1980
- AUM
- $4.6B
- Per adviser
- $1.2B
- Advisers
- 4
No reported disclosures
Templeton Investment Counsel, LLC
Ft. Lauderdale, FL · Est. 1980
- AUM
- $4.6B
- Per adviser
- $271M
- Advisers
- 17
No reported disclosures
Dwight Securities Management LLC
Sunny Isles Beach, FL · Est. 2015
- AUM
- $4.6B
- Per adviser
- $134M
- Advisers
- 34
No reported disclosures
Cwa Asset Management Group
Naples, FL · Est. 2014
- AUM
- $4.5B
- Per adviser
- $129M
- Advisers
- 35
No reported disclosures
Valley Forge Capital Management
Miami, FL · Est. 2017
- AUM
- $4.4B
- Per adviser
- $2.2B
- Advisers
- 2
No reported disclosures
Provenance Wealth Advisors
Fort Lauderdale, FL · Est. 2018
- AUM
- $4.4B
- Per adviser
- $222M
- Advisers
- 20
No reported disclosures
Redwheel
Miami, FL · Est. 2013
- AUM
- $4.4B
- Per adviser
- $313M
- Advisers
- 14
No reported disclosures
Good Life Advisors, LLC
Celebration, FL · Est. 2014
- AUM
- $4.4B
- Per adviser
- $49M
- Advisers
- 88
Sirenia Capital Management LP
Miami Beach, FL · Est. 2026
- AUM
- $4.3B
- Per adviser
- $426M
- Advisers
- 10
No reported disclosures
Sound Income Strategies, LLC
Fort Lauderdale, FL · Est. 2014
- AUM
- $4.2B
- Per adviser
- $31M
- Advisers
- 134
Archpoint Investors
Coral Gables, FL · Est. 2009
- AUM
- $4.1B
- Per adviser
- $827M
- Advisers
- 5
No reported disclosures
Finaccess Advisors, LLC
Miami, FL · Est. 2009
- AUM
- $4.1B
- Per adviser
- $588M
- Advisers
- 7
No reported disclosures
Money Concepts Advisory Service
Palm Beach Gardens, FL · Est. 1991
- AUM
- $4.1B
- Per adviser
- $11M
- Advisers
- 375
Valor Advisors LLC
Miami, FL · Est. 2014
- AUM
- $4.0B
- Per adviser
- $501M
- Advisers
- 8
No reported disclosures
Advus Financial Partners, LLC
Winter Park, FL · Est. 2021
- AUM
- $4.0B
- Per adviser
- $397M
- Advisers
- 10
No reported disclosures
Shaolin Capital Management LLC
Miami, FL · Est. 2019
- AUM
- $3.9B
- Per adviser
- $556M
- Advisers
- 7
No reported disclosures
Assuredpartners Investment Advisors
Tampa, FL · Est. 2019
- AUM
- $3.9B
- Per adviser
- $102M
- Advisers
- 38
No reported disclosures
Defiance Etfs, LLC
Miami, FL · Est. 2018
- AUM
- $3.9B
- Per adviser
- $1.9B
- Advisers
- 2
No reported disclosures
Timucuan Asset Management INC
Jacksonville, FL · Est. 1990
- AUM
- $3.8B
- Per adviser
- $951M
- Advisers
- 4
No reported disclosures
Fourth Sail Capital US LP
Boca Raton, FL · Est. 2024
- AUM
- $3.7B
- Per adviser
- $1.8B
- Advisers
- 2
No reported disclosures
Arbor Investments Management, LLC
Palm Beach, FL · Est. 2012
- AUM
- $3.5B
- Per adviser
- $124M
- Advisers
- 28
No reported disclosures
Doubleline Alternatives LP
Tampa, FL · Est. 2015
- AUM
- $3.5B
- Per adviser
- $386M
- Advisers
- 9
No reported disclosures
Ceredex Value Advisors LLC
Winter Park, FL · Est. 2008
- AUM
- $3.4B
- Per adviser
- $312M
- Advisers
- 11
No reported disclosures
Certuity, LLC
North Palm Beach, FL · Est. 2004
- AUM
- $3.3B
- Per adviser
- $220M
- Advisers
- 15
No reported disclosures
Tremblant Advisors LP
West Palm Beach, FL · Est. 2024
- AUM
- $3.3B
- Per adviser
- $327M
- Advisers
- 10
No reported disclosures
Gryphon Wealth
Jacksonville, FL · Est. 2026
- AUM
- $3.2B
- Per adviser
- $541M
- Advisers
- 6
No reported disclosures
Cumberland Advisors
Sarasota, FL · Est. 1998
- AUM
- $3.2B
- Per adviser
- $179M
- Advisers
- 18
No reported disclosures
Evensky & Katz/Foldes Wealth Management
Coral Gables, FL · Est. 2001
- AUM
- $3.2B
- Per adviser
- $802M
- Advisers
- 4
No reported disclosures
Csenge Advisory Group, LLC
Clearwater, FL · Est. 2011
- AUM
- $3.2B
- Per adviser
- $47M
- Advisers
- 67
No reported disclosures
Cyndeo Wealth Partners
St. Petersburg, FL · Est. 2020
- AUM
- $3.2B
- Per adviser
- $117M
- Advisers
- 27
No reported disclosures
Certified Advisory Corp
Altamonte Springs, FL · Est. 2002
- AUM
- $3.0B
- Per adviser
- $152M
- Advisers
- 20
No reported disclosures
Shariaportfolio, INC.
Lake Mary, FL · Est. 2014
- AUM
- $3.0B
- Per adviser
- $334M
- Advisers
- 9
No reported disclosures
Larch Capital Partners LLC
Miami, FL · Est. 2020
- AUM
- $3.0B
- Per adviser
- $500M
- Advisers
- 6
No reported disclosures
Mmbg Investment Advisors Co.
Miami, FL · Est. 2016
- AUM
- $3.0B
- Per adviser
- $332M
- Advisers
- 9
No reported disclosures
Cps Investment Advisors
Lakeland, FL · Est. 1989
- AUM
- $2.9B
- Per adviser
- $138M
- Advisers
- 21
No reported disclosures
Timothy Partners, Ltd.
Maitland, FL · Est. 1994
- AUM
- $2.9B
- Per adviser
- $954M
- Advisers
- 3
No reported disclosures
Quantitative Systematic Strategies LLC
St. Augustine, FL · Est. 2012
- AUM
- $2.8B
- Per adviser
- $945M
- Advisers
- 3
No reported disclosures
Mariner Institutional, LLC
Winter Park, FL · Est. 2001
- AUM
- $2.8B
- Per adviser
- $19M
- Advisers
- 148
No reported disclosures
Kawa Capital Management, INC.
Hallandale Beach, FL · Est. 2011
- AUM
- $2.8B
- Per adviser
- $122M
- Advisers
- 23
No reported disclosures
L 1 Global Wealth LLC
Coconut Grove, FL · Est. 2025
- AUM
- $2.8B
- Per adviser
- $937M
- Advisers
- 3
No reported disclosures
Lri Investments
Palm Beach Gardens, FL · Est. 2024
- AUM
- $2.8B
- Per adviser
- $90M
- Advisers
- 31
No reported disclosures
Holdco Asset Management, LP
Fort Lauderdale, FL · Est. 2016
- AUM
- $2.8B
- Per adviser
- $689M
- Advisers
- 4
No reported disclosures
1789 Capital Management
Palm Beach, FL · Est. 2025
- AUM
- $2.7B
- Per adviser
- $210M
- Advisers
- 13
No reported disclosures
Eir Partners Capital, LP
Miami, FL · Est. 2023
- AUM
- $2.7B
- Per adviser
- $247M
- Advisers
- 11
No reported disclosures
Ingham Retirement Group
Miami, FL · Est. 1991
- AUM
- $2.6B
- Per adviser
- $262M
- Advisers
- 10
No reported disclosures
Divisadero Street Capital Management, LP
Miami, FL · Est. 2022
- AUM
- $2.6B
- Per adviser
- $326M
- Advisers
- 8
No reported disclosures
International Assets Investment Management, LLC
Orlando, FL · Est. 2007
- AUM
- $2.6B
- Per adviser
- $23M
- Advisers
- 113
Mas Advisors LLC
Coral Gables, FL · Est. 2013
- AUM
- $2.6B
- Per adviser
- $284M
- Advisers
- 9
No reported disclosures
Phase 3 Capital Management LLC
Boca Raton, FL · Est. 2018
- AUM
- $2.5B
- Per adviser
- $634M
- Advisers
- 4
No reported disclosures
Azora Capital LP
Miami, FL · Est. 2017
- AUM
- $2.5B
- Per adviser
- $501M
- Advisers
- 5
No reported disclosures
Concurrent Asset Management, LLC
Tampa, FL · Est. 2024
- AUM
- $2.5B
- Per adviser
- $1.2B
- Advisers
- 2
No reported disclosures
Fiduciary First
Maitland, FL · Est. 2011
- AUM
- $2.5B
- Per adviser
- $352M
- Advisers
- 7
No reported disclosures
Jaffe Tilchin Investment Partners, LLC
Tampa, FL · Est. 2007
- AUM
- $2.4B
- Per adviser
- $68M
- Advisers
- 36
No reported disclosures
3650 Reit Investment Management LLC
Miami, FL · Est. 2017
- AUM
- $2.4B
- Per adviser
- $304M
- Advisers
- 8
No reported disclosures
Comvest Advisors LLC
West Palm Beach, FL · Est. 2012
- AUM
- $2.4B
- Per adviser
- $19M
- Advisers
- 128
No reported disclosures
Sterling Investment Management
West Palm Beach, FL · Est. 2015
- AUM
- $2.4B
- Per adviser
- $50M
- Advisers
- 48
No reported disclosures
Forest Avenue Capital Management LP
Miami, FL · Est. 2022
- AUM
- $2.4B
- Per adviser
- $481M
- Advisers
- 5
No reported disclosures
Afbi LP
Miami Beach, FL · Est. 2024
- AUM
- $2.3B
- Per adviser
- $213M
- Advisers
- 11
No reported disclosures
Isam Funds (USA) LLC
Boca Raton, FL · Est. 2022
- AUM
- $2.3B
- Per adviser
- $778M
- Advisers
- 3
No reported disclosures
Efg Private Wealth Management (Americas) Corp.
Miami, FL · Est. 2011
- AUM
- $2.3B
- Per adviser
- $92M
- Advisers
- 25
No reported disclosures
Fidelis Capital
Tampa, FL · Est. 2022
- AUM
- $2.3B
- Per adviser
- $190M
- Advisers
- 12
No reported disclosures
Hidden Harbor Capital Management, L.P.
Boca Raton, FL · Est. 2019
- AUM
- $2.2B
- Per adviser
- $70M
- Advisers
- 32
No reported disclosures
Absolute Investment Advisers, LLC
Rosemary Beach, FL · Est. 2004
- AUM
- $2.2B
- Per adviser
- $319M
- Advisers
- 7
No reported disclosures
Koss-Olinger Consulting, LLC.
Gainesville, FL · Est. 2000
- AUM
- $2.2B
- Per adviser
- $149M
- Advisers
- 15
No reported disclosures
Heritage Investment Group, INC.
Pompano Beach, FL · Est. 2001
- AUM
- $2.2B
- Per adviser
- $186M
- Advisers
- 12
No reported disclosures
Aristotle Atlantic Partners, LLC
Sarasota, FL · Est. 2016
- AUM
- $2.2B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Occudo Quantitative Strategies LP
Fort Lauderdale, FL · Est. 2021
- AUM
- $2.2B
- Per adviser
- $443M
- Advisers
- 5
No reported disclosures
Ram Realty Advisors LLC
Palm Beach Gardens, FL · Est. 2012
- AUM
- $2.1B
- Per adviser
- $67M
- Advisers
- 32
No reported disclosures
Fairholme Capital Management, L.L.C.
South Miami, FL · Est. 1997
- AUM
- $2.1B
- Per adviser
- $1.1B
- Advisers
- 2
No reported disclosures
Doubleline Etf Adviser LP
Tampa, FL · Est. 2022
- AUM
- $2.1B
- Per adviser
- $24M
- Advisers
- 89
No reported disclosures
Suncoast Equity Management, LLC
Tampa, FL · Est. 2003
- AUM
- $2.1B
- Per adviser
- $302M
- Advisers
- 7
No reported disclosures
Alpine Associates Management INC.
Palm Beach, FL · Est. 2006
- AUM
- $2.1B
- Per adviser
- $161M
- Advisers
- 13
No reported disclosures
Indivisible Partners
Clearwater, FL · Est. 2024
- AUM
- $2.1B
- Per adviser
- $160M
- Advisers
- 13
No reported disclosures
Sawgrass Asset Management LLC
Ponte Vedra Beach, FL · Est. 1998
- AUM
- $2.0B
- Per adviser
- $186M
- Advisers
- 11
No reported disclosures
Volatility Shares LLC
Palm Beach Gardens, FL · Est. 2022
- AUM
- $2.0B
- Per adviser
- $204M
- Advisers
- 10
No reported disclosures
Point Break Capital Management LLC
Miami, FL · Est. 2012
- AUM
- $2.0B
- Per adviser
- $185M
- Advisers
- 11
No reported disclosures
Provise Management Group, LLC
Clearwater, FL · Est. 1988
- AUM
- $2.0B
- Per adviser
- $127M
- Advisers
- 16
Althum Advisors LLC
Miami, FL · Est. 2021
- AUM
- $2.0B
- Per adviser
- $203M
- Advisers
- 10
No reported disclosures
Corry Capital Advisors, LLC
Vero Beach, FL · Est. 2013
- AUM
- $2.0B
- Per adviser
- $402M
- Advisers
- 5
No reported disclosures
Naples Global Advisors
Naples, FL · Est. 2011
- AUM
- $2.0B
- Per adviser
- $182M
- Advisers
- 11
No reported disclosures
Evolution Wealth Advisors, LLC
Aventura, FL · Est. 2017
- AUM
- $2.0B
- Per adviser
- $280M
- Advisers
- 7
No reported disclosures
3edge Asset Management, LP
Naples, FL · Est. 2015
- AUM
- $2.0B
- Per adviser
- $163M
- Advisers
- 12
No reported disclosures
Bulltick Wealth Management, LLC
Miami, FL · Est. 2008
- AUM
- $1.9B
- Per adviser
- $93M
- Advisers
- 21
No reported disclosures
Capital Z Partners Management, LLC
Naples, FL · Est. 2012
- AUM
- $1.9B
- Per adviser
- $648M
- Advisers
- 3
No reported disclosures
Lorient Capital Management, LLC
Miami, FL · Est. 2019
- AUM
- $1.9B
- Per adviser
- $139M
- Advisers
- 14
No reported disclosures
Fourthought Financial Partners, LLC.
Venice, FL · Est. 2022
- AUM
- $1.9B
- Per adviser
- $96M
- Advisers
- 20
No reported disclosures
Cip Advisors, LLC
West Palm Beach, FL · Est. 2025
- AUM
- $1.9B
- Per adviser
- $101M
- Advisers
- 19
No reported disclosures
Mora Capital Management, LLC
Miami, FL · Est. 2000
- AUM
- $1.9B
- Per adviser
- $66M
- Advisers
- 29
No reported disclosures
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL · Est. 1998
- AUM
- $1.8B
- Per adviser
- $131M
- Advisers
- 14
No reported disclosures
A&M Private Wealth Partners, LLC
West Palm Beach, FL · Est. 2024
- AUM
- $1.8B
- Per adviser
- $80M
- Advisers
- 23
No reported disclosures
Slatestone Wealth LLC
Jupiter, FL · Est. 2017
- AUM
- $1.8B
- Per adviser
- $93M
- Advisers
- 19
Commonwealth Credit Advisors, LLC
West Palm Beach, FL · Est. 2021
- AUM
- $1.7B
- Per adviser
- $14M
- Advisers
- 128
No reported disclosures
Agw Capital Advisors
Tampa, FL · Est. 2009
- AUM
- $1.7B
- Per adviser
- $123M
- Advisers
- 14
No reported disclosures
Wexford Capital LP
West Palm Beach, FL · Est. 1997
- AUM
- $1.7B
- Per adviser
- $101M
- Advisers
- 17
No reported disclosures
Rk Capital Management, LLC
Weston, FL · Est. 2024
- AUM
- $1.7B
- Per adviser
- $191M
- Advisers
- 9
No reported disclosures
Accurate Wealth Management, LLC
Wesley Chapel, FL · Est. 2019
- AUM
- $1.7B
- Per adviser
- $36M
- Advisers
- 47
No reported disclosures
The Praedium Group LLC
Boca Raton, FL · Est. 2012
- AUM
- $1.7B
- Per adviser
- $171M
- Advisers
- 10
No reported disclosures
Prescott General Partners LLC
Boca Raton, FL · Est. 2012
- AUM
- $1.7B
- Per adviser
- $847M
- Advisers
- 2
Fora Capital, LLC
Miami, FL · Est. 2020
- AUM
- $1.7B
- Per adviser
- $833M
- Advisers
- 2
No reported disclosures
Blue Sea Capital LLC
West Palm Beach, FL · Est. 2013
- AUM
- $1.7B
- Per adviser
- $83M
- Advisers
- 20
No reported disclosures
Ars Wealth Advisors
St. Petersburg, FL · Est. 2021
- AUM
- $1.6B
- Per adviser
- $103M
- Advisers
- 16
No reported disclosures
Forgelight LLC
Miami, FL · Est. 2020
- AUM
- $1.6B
- Per adviser
- $409M
- Advisers
- 4
No reported disclosures
Intrepid Capital Management INC
Jacksonville Beach, FL · Est. 1994
- AUM
- $1.6B
- Per adviser
- $180M
- Advisers
- 9
No reported disclosures
Sierra Capital LLC
Miami, FL · Est. 2000
- AUM
- $1.6B
- Per adviser
- $269M
- Advisers
- 6
No reported disclosures
Leste Capital Partners (Florida), LLC
Miami, FL · Est. 2019
- AUM
- $1.6B
- Per adviser
- $107M
- Advisers
- 15
No reported disclosures
Ciccarelli Advisory Services INC
Naples, FL · Est. 1985
- AUM
- $1.6B
- Per adviser
- $122M
- Advisers
- 13
No reported disclosures
Locust Point Capital
Miami, FL · Est. 2017
- AUM
- $1.6B
- Per adviser
- $57M
- Advisers
- 28
No reported disclosures
Credicorp Capital Advisors LLC
Miami, FL · Est. 2021
- AUM
- $1.6B
- Per adviser
- $105M
- Advisers
- 15
No reported disclosures
Calton & Associates, INC.
Tampa, FL · Est. 2009
- AUM
- $1.6B
- Per adviser
- $7M
- Advisers
- 221
Royal Fund Management, LLC
Lady Lake, FL · Est. 2013
- AUM
- $1.6B
- Per adviser
- $19M
- Advisers
- 83
Triartisan Capital Advisors LLC
West Palm Beach, FL · Est. 2023
- AUM
- $1.6B
- Per adviser
- $260M
- Advisers
- 6
No reported disclosures
Cnl Strategic Capital Management, LLC
Orlando, FL · Est. 2017
- AUM
- $1.5B
- Per adviser
- $513M
- Advisers
- 3
No reported disclosures
Meteora Capital, LLC
Boca Raton, FL · Est. 2021
- AUM
- $1.5B
- Per adviser
- $219M
- Advisers
- 7
No reported disclosures
Anderson Financial Partners, INC.
Ponte Vedra, FL · Est. 2003
- AUM
- $1.5B
- Per adviser
- $761M
- Advisers
- 2
No reported disclosures
22c Capital LLC
Boca Raton, FL · Est. 2019
- AUM
- $1.5B
- Per adviser
- $116M
- Advisers
- 13
No reported disclosures
Serengeti Asset Management LP
West Palm Beach, FL · Est. 2012
- AUM
- $1.5B
- Per adviser
- $148M
- Advisers
- 10
No reported disclosures
Activest Wealth Management, LLC
Aventura, FL · Est. 2018
- AUM
- $1.5B
- Per adviser
- $122M
- Advisers
- 12
No reported disclosures
Private Capital Management
Naples, FL · Est. 2013
- AUM
- $1.4B
- Per adviser
- $206M
- Advisers
- 7
No reported disclosures
Spirepoint Private Client, LLC
Vero Beach, FL · Est. 2023
- AUM
- $1.4B
- Per adviser
- $180M
- Advisers
- 8
No reported disclosures
Terracap Management LLC
Naples, FL · Est. 2014
- AUM
- $1.4B
- Per adviser
- $111M
- Advisers
- 13
No reported disclosures
Eightfold Real Estate Capital, L.P.
Miami, FL · Est. 2013
- AUM
- $1.4B
- Per adviser
- $110M
- Advisers
- 13
No reported disclosures
Tallvine Partners Management LP
Coral Gables, FL · Est. 2024
- AUM
- $1.4B
- Per adviser
- $118M
- Advisers
- 12
No reported disclosures
Water Street Capital, INC.
Jacksonville, FL · Est. 2012
- AUM
- $1.4B
- Per adviser
- $283M
- Advisers
- 5
No reported disclosures
Elion Partners, LLC
Miami, FL · Est. 2017
- AUM
- $1.4B
- Per adviser
- $88M
- Advisers
- 16
No reported disclosures
Arrington Capital Investment Management, LLC
Miami, FL · Est. 2021
- AUM
- $1.4B
- Per adviser
- $156M
- Advisers
- 9
No reported disclosures
Agamerica Lending LLC
Lakeland, FL · Est. 2018
- AUM
- $1.4B
- Per adviser
- $76M
- Advisers
- 18
No reported disclosures
J. L. Bainbridge & Co., INC.
Sarasota, FL · Est. 1998
- AUM
- $1.4B
- Per adviser
- $229M
- Advisers
- 6
Seaview Investment Managers LLC
Coral Gables, FL · Est. 2019
- AUM
- $1.4B
- Per adviser
- $152M
- Advisers
- 9
No reported disclosures
Bbva Global Wealth Advisors, INC.
Miami, FL · Est. 2024
- AUM
- $1.4B
- Per adviser
- $35M
- Advisers
- 39
No reported disclosures
Hobe Mountain Capital Management LLC
West Palm Beach, FL · Est. 2026
- AUM
- $1.4B
- Per adviser
- $451M
- Advisers
- 3
No reported disclosures
Fifth Avenue Family Office
Naples, FL · Est. 2002
- AUM
- $1.4B
- Per adviser
- $338M
- Advisers
- 4
No reported disclosures
Intellus Advisors, LLC
Naples, FL · Est. 2024
- AUM
- $1.4B
- Per adviser
- $150M
- Advisers
- 9
No reported disclosures
Moisand Fitzgerald Tamayo, LLC
Orlando, FL · Est. 1998
- AUM
- $1.4B
- Per adviser
- $123M
- Advisers
- 11
No reported disclosures
Allie Family Office LLC
Miami, FL · Est. 2020
- AUM
- $1.3B
- Per adviser
- $120M
- Advisers
- 11
No reported disclosures
Northampton Capital Partners
Miami, FL · Est. 2024
- AUM
- $1.3B
- Per adviser
- $109M
- Advisers
- 12
No reported disclosures
Crystal Capital Partners, LLC
Bay Harbor Islands, FL · Est. 2007
- AUM
- $1.3B
- Per adviser
- $216M
- Advisers
- 6
No reported disclosures
Rizvi Traverse Management, LLC
West Palm Beach, FL · Est. 2012
- AUM
- $1.3B
- Per adviser
- $214M
- Advisers
- 6
No reported disclosures
Ibex Wealth Advisors, LLC
West Palm Beach, FL · Est. 2014
- AUM
- $1.3B
- Per adviser
- $257M
- Advisers
- 5
No reported disclosures
Bigsur Partners, LLC
Miami, FL · Est. 2008
- AUM
- $1.3B
- Per adviser
- $142M
- Advisers
- 9
No reported disclosures
American Financial Advisors INC
Winter Park, FL · Est. 1999
- AUM
- $1.3B
- Per adviser
- $160M
- Advisers
- 8
No reported disclosures
Canal Road Capital, LLC
Miami, FL · Est. 2023
- AUM
- $1.3B
- Per adviser
- $140M
- Advisers
- 9
No reported disclosures
Professional Advisory Services INC
Vero Beach, FL · Est. 1978
- AUM
- $1.3B
- Per adviser
- $140M
- Advisers
- 9
No reported disclosures
Ullmann Wealth Partners
Jacksonville Beach, FL · Est. 2021
- AUM
- $1.3B
- Per adviser
- $179M
- Advisers
- 7
No reported disclosures
Kore Advisors LP
Boynton Beach, FL · Est. 2012
- AUM
- $1.2B
- Per adviser
- $207M
- Advisers
- 6
No reported disclosures
Element Pointe Family Office
Miami, FL · Est. 2016
- AUM
- $1.2B
- Per adviser
- $135M
- Advisers
- 9
No reported disclosures
Investment Advisory Group LLC
Sarasota, FL · Est. 1999
- AUM
- $1.2B
- Per adviser
- $243M
- Advisers
- 5
No reported disclosures
Amergin Asset Management, LLC
Boca Raton, FL · Est. 2022
- AUM
- $1.2B
- Per adviser
- $242M
- Advisers
- 5
No reported disclosures
Baron Silver Stevens Financial Advisors, LLC
Boca Raton, FL · Est. 2008
- AUM
- $1.2B
- Per adviser
- $150M
- Advisers
- 8
No reported disclosures
Modern Portfolio Consultants, LLC
Naples, FL · Est. 2002
- AUM
- $1.2B
- Per adviser
- $598M
- Advisers
- 2
No reported disclosures
Finback Investment Partners
Coral Gables, FL · Est. 2021
- AUM
- $1.2B
- Per adviser
- $239M
- Advisers
- 5
No reported disclosures
Maceratio LLC
Miami, FL · Est. 2024
- AUM
- $1.2B
- Per adviser
- $170M
- Advisers
- 7
Tobias Financial Advisors
Plantation, FL · Est. 1989
- AUM
- $1.2B
- Per adviser
- $132M
- Advisers
- 9
No reported disclosures
Nuverse Advisors LLC
Hallandale Beach, FL · Est. 2002
- AUM
- $1.2B
- Per adviser
- $197M
- Advisers
- 6
No reported disclosures
Boyne Capital
Miami, FL · Est. 2019
- AUM
- $1.2B
- Per adviser
- $36M
- Advisers
- 32
No reported disclosures
Ab2 Capital Partners LLC
Hollywood, FL · Est. 2022
- AUM
- $1.1B
- Per adviser
- $1.1B
- Advisers
- 1
No reported disclosures
Infinitum Asset Management, LLC
Fort Lauderdale, FL · Est. 2025
- AUM
- $1.1B
- Per adviser
- $380M
- Advisers
- 3
No reported disclosures
Carlyle Aviation Securities Partners LLC
Miami, FL · Est. 2014
- AUM
- $1.1B
- Per adviser
- $379M
- Advisers
- 3
No reported disclosures
Moonrise Capital LP
Vero Beach, FL · Est. 2019
- AUM
- $1.1B
- Per adviser
- $564M
- Advisers
- 2
No reported disclosures
Aviance Capital Partners LLC
Naples, FL · Est. 2008
- AUM
- $1.1B
- Per adviser
- $188M
- Advisers
- 6
Founders Family Office
Miami, FL · Est. 2022
- AUM
- $1.1B
- Per adviser
- $159M
- Advisers
- 7
No reported disclosures
Channing Global Advisors, LLC
Fort Lauderdale, FL · Est. 2018
- AUM
- $1.1B
- Per adviser
- $278M
- Advisers
- 4
No reported disclosures
Dock Street Asset Management INC
Palm Beach, FL · Est. 1993
- AUM
- $1.1B
- Per adviser
- $278M
- Advisers
- 4
No reported disclosures
Newfound Research LLC
St. Petersburg, FL · Est. 2012
- AUM
- $1.1B
- Per adviser
- $1.1B
- Advisers
- 1
No reported disclosures
Lwm Advisory Services, LLC
Plantation, FL · Est. 2014
- AUM
- $1.1B
- Per adviser
- $136M
- Advisers
- 8
No reported disclosures
Nfsg Corporation
Boca Raton, FL · Est. 2007
- AUM
- $1.1B
- Per adviser
- $15M
- Advisers
- 74
No reported disclosures
Anzu Partners, LLC
Tampa, FL · Est. 2020
- AUM
- $1.1B
- Per adviser
- $120M
- Advisers
- 9
No reported disclosures
Cornerstone Trust Management Services LLC
Altamonte Springs, FL · Est. 2014
- AUM
- $1.1B
- Per adviser
- $1.1B
- Advisers
- 1
Power Sustainable Manager US, INC.
Miami, FL · Est. 2023
- AUM
- $1.1B
- Per adviser
- $83M
- Advisers
- 13
No reported disclosures
Jackson Wealth Management, LLC
Lake Mary, FL · Est. 2008
- AUM
- $1.1B
- Per adviser
- $119M
- Advisers
- 9
No reported disclosures
Panoramika Advisors INC.
Miami, FL · Est. 2014
- AUM
- $1.1B
- Per adviser
- $1.1B
- Advisers
- 1
No reported disclosures
Weatherford Capital Management
Tampa, FL · Est. 2020
- AUM
- $1.0B
- Per adviser
- $87M
- Advisers
- 12
No reported disclosures
Cifc Investment Management LLC
Miami, FL · Est. 1997
- AUM
- $1.0B
- Per adviser
- $12M
- Advisers
- 89
No reported disclosures
Fitzroy Investment Advisors LLC
Aventura, FL · Est. 2015
- AUM
- $1.0B
- Per adviser
- $130M
- Advisers
- 8
No reported disclosures
Ls Bdc Adviser, LLC
Miami, FL · Est. 2021
- AUM
- $1.0B
- Per adviser
- $37M
- Advisers
- 28
No reported disclosures
Whalerock Point Partners, LLC
West Palm Beach, FL · Est. 2006
- AUM
- $1.0B
- Per adviser
- $260M
- Advisers
- 4
No reported disclosures
Wm Partners, LP
Aventura, FL · Est. 2015
- AUM
- $1.0B
- Per adviser
- $113M
- Advisers
- 9
No reported disclosures
Mg&A Wealth
Plantation, FL · Est. 2016
- AUM
- $1.0B
- Per adviser
- $170M
- Advisers
- 6
No reported disclosures
Sollinda Capital Management LLC
Miami, FL · Est. 2023
- AUM
- $1.0B
- Per adviser
- $68M
- Advisers
- 15
No reported disclosures
Gfg Capital
Miami, FL · Est. 2003
- AUM
- $1.0B
- Per adviser
- $113M
- Advisers
- 9
No reported disclosures
Azimut Investment Advisors LLC
Miami, FL · Est. 2005
- AUM
- $1.0B
- Per adviser
- $143M
- Advisers
- 7
No reported disclosures
Palm Beach Capital Management III, LLC
West Palm Beach, FL · Est. 2012
- AUM
- $999M
- Per adviser
- $143M
- Advisers
- 7
No reported disclosures
Daybright Advisory Services, INC.
Miami, FL · Est. 2015
- AUM
- $997M
- Per adviser
- $125M
- Advisers
- 8
No reported disclosures
Omnia Family Wealth, LLC
Aventura, FL · Est. 2014
- AUM
- $995M
- Per adviser
- $199M
- Advisers
- 5
No reported disclosures
Khrom Capital Management
Miami, FL · Est. 2024
- AUM
- $981M
- Per adviser
- $245M
- Advisers
- 4
No reported disclosures
Unique Wealth, LLC
Tampa, FL · Est. 2021
- AUM
- $966M
- Per adviser
- $80M
- Advisers
- 12
No reported disclosures
Comvest Credit Managers, LLC
West Palm Beach, FL · Est. 2022
- AUM
- $957M
- Per adviser
- $7M
- Advisers
- 128
No reported disclosures
Pioneer Family Office, LLC
North Miami Beach, FL · Est. 2019
- AUM
- $957M
- Per adviser
- $319M
- Advisers
- 3
No reported disclosures
Destiny Wealth Partners, LLC
Tavares, FL · Est. 2014
- AUM
- $947M
- Per adviser
- $86M
- Advisers
- 11
No reported disclosures
Mac Alpha Capital Management, LP
Tampa, FL · Est. 2024
- AUM
- $938M
- Per adviser
- $234M
- Advisers
- 4
No reported disclosures
Trinity Fund Advisors LLC
Miami, FL · Est. 2020
- AUM
- $930M
- Per adviser
- $37M
- Advisers
- 25
No reported disclosures
Blue Water Advisors LP
Boca Raton, FL · Est. 2017
- AUM
- $928M
- Per adviser
- $66M
- Advisers
- 14
No reported disclosures
Legacy Wealth Advisors, LLC
North Miami Beach, FL · Est. 2023
- AUM
- $923M
- Per adviser
- $185M
- Advisers
- 5
No reported disclosures
Integrity Fixed Income Management
Orlando, FL · Est. 2007
- AUM
- $921M
- Per adviser
- $184M
- Advisers
- 5
No reported disclosures
Rainey & Randall Wealth Advisors, INC.
Celebration, FL · Est. 2004
- AUM
- $918M
- Per adviser
- $230M
- Advisers
- 4
No reported disclosures
Strenta Investment Management Services, LLC
Miami, FL · Est. 2014
- AUM
- $916M
- Per adviser
- $153M
- Advisers
- 6
No reported disclosures
Nesteggs, INC.
Jacksonville, FL · Est. 2005
- AUM
- $911M
- Per adviser
- $101M
- Advisers
- 9
No reported disclosures
Tiempo Capital Partners
Miami, FL · Est. 2024
- AUM
- $911M
- Per adviser
- $228M
- Advisers
- 4
No reported disclosures
Flaharty Asset Management, LLC
Clearwater, FL · Est. 2013
- AUM
- $902M
- Per adviser
- $100M
- Advisers
- 9
No reported disclosures
Compass Financial Management LLC
Tampa, FL · Est. 2020
- AUM
- $894M
- Per adviser
- $29M
- Advisers
- 31
No reported disclosures
Thomas J. Herzfeld Advisors, INC.
Miami Beach, FL · Est. 1984
- AUM
- $890M
- Per adviser
- $148M
- Advisers
- 6
No reported disclosures
Martin Investment Management, LLC
Palm Beach Gardens, FL · Est. 1988
- AUM
- $888M
- Per adviser
- $111M
- Advisers
- 8
No reported disclosures
Bayshore Capital
Tampa, FL · Est. 2001
- AUM
- $879M
- Per adviser
- $98M
- Advisers
- 9
No reported disclosures
Noesis Capital Management Corp
Boca Raton, FL · Est. 1995
- AUM
- $877M
- Per adviser
- $125M
- Advisers
- 7
No reported disclosures
Marlin Manager, LLC
Saint Petersburg, FL · Est. 2020
- AUM
- $871M
- Per adviser
- $436M
- Advisers
- 2
No reported disclosures
Storge
Coral Gables, FL · Est. 2019
- AUM
- $867M
- Per adviser
- $289M
- Advisers
- 3
No reported disclosures
The High Net Worth Advisory Group, LLC
Naples, FL · Est. 2020
- AUM
- $862M
- Per adviser
- $172M
- Advisers
- 5
No reported disclosures
Bridgeinvest LLC
Miami, FL · Est. 2020
- AUM
- $859M
- Per adviser
- $26M
- Advisers
- 33
No reported disclosures
Arosa Capital Management LP
Miami Beach, FL · Est. 2014
- AUM
- $857M
- Per adviser
- $143M
- Advisers
- 6
No reported disclosures
Gfo Asset Management, LLC
Miami Beach, FL · Est. 2023
- AUM
- $856M
- Per adviser
- $856M
- Advisers
- 1
No reported disclosures
Rossby Financial, LLC
Melbourne, FL · Est. 2023
- AUM
- $855M
- Per adviser
- $427M
- Advisers
- 2
No reported disclosures
Harbor Advisors
West Palm Beach, FL · Est. 2021
- AUM
- $852M
- Per adviser
- $852M
- Advisers
- 1
No reported disclosures
Rosemawr Management LLC
Miami Beach, FL · Est. 2009
- AUM
- $844M
- Per adviser
- $70M
- Advisers
- 12
No reported disclosures
Fai Capital Management
Tampa, FL · Est. 2008
- AUM
- $842M
- Per adviser
- $281M
- Advisers
- 3
No reported disclosures
Aua Private Equity Partners, LLC
West Palm Beach, FL · Est. 2014
- AUM
- $842M
- Per adviser
- $84M
- Advisers
- 10
No reported disclosures
Concise Capital Management, L.P.
Miami, FL · Est. 2008
- AUM
- $839M
- Per adviser
- $120M
- Advisers
- 7
No reported disclosures
Global Financial Private Client
Sarasota, FL · Est. 2018
- AUM
- $828M
- Per adviser
- $166M
- Advisers
- 5
No reported disclosures
Walsh & Associates, LLC
Sarasota, FL · Est. 2013
- AUM
- $828M
- Per adviser
- $92M
- Advisers
- 9
No reported disclosures
Palatine Fund Advisors, LLC
Miami, FL · Est. 2018
- AUM
- $821M
- Per adviser
- $41M
- Advisers
- 20
No reported disclosures
Segra Capital Management, LLC
Palm Beach, FL · Est. 2022
- AUM
- $821M
- Per adviser
- $274M
- Advisers
- 3
No reported disclosures
Shoreline Equity Partners, LLC
Neptune Beach, FL · Est. 2020
- AUM
- $815M
- Per adviser
- $45M
- Advisers
- 18
No reported disclosures
Andbanc Advisory LLC
Miami, FL · Est. 2014
- AUM
- $806M
- Per adviser
- $81M
- Advisers
- 10
No reported disclosures
Firestone Capital Management INC
South Miami, FL · Est. 1991
- AUM
- $806M
- Per adviser
- $161M
- Advisers
- 5
No reported disclosures
Psi Advisors, LLC
Tampa, FL · Est. 2017
- AUM
- $801M
- Per adviser
- $67M
- Advisers
- 12
No reported disclosures
Fortress Wealth Planning
Ponte Vedra Beach, FL · Est. 2021
- AUM
- $794M
- Per adviser
- $159M
- Advisers
- 5
No reported disclosures
Xp Advisory US, INC.
Miami, FL · Est. 2019
- AUM
- $792M
- Per adviser
- $29M
- Advisers
- 27
No reported disclosures
New Wave Loans Residential, LLC
North Miami Beach, FL · Est. 2025
- AUM
- $787M
- Per adviser
- $394M
- Advisers
- 2
No reported disclosures
Augustine Asset Management INC
Jacksonville, FL · Est. 1985
- AUM
- $783M
- Per adviser
- $196M
- Advisers
- 4
No reported disclosures
Singer Wealth Advisors LLC
Boca Raton, FL · Est. 2021
- AUM
- $782M
- Per adviser
- $52M
- Advisers
- 15
No reported disclosures
Amerant Investments, INC.
Coral Gables, FL · Est. 2002
- AUM
- $782M
- Per adviser
- $36M
- Advisers
- 22
Portfolio Medics, LLC
Bonita Springs, FL · Est. 2018
- AUM
- $780M
- Per adviser
- $10M
- Advisers
- 75
No reported disclosures
Artia Global Partners LP
Miami, FL · Est. 2022
- AUM
- $779M
- Per adviser
- $260M
- Advisers
- 3
No reported disclosures
Klh Capital
Tampa, FL · Est. 2019
- AUM
- $774M
- Per adviser
- $97M
- Advisers
- 8
No reported disclosures
Benchmark Financial Wealth Advisors LLC
Boca Raton, FL · Est. 2017
- AUM
- $766M
- Per adviser
- $109M
- Advisers
- 7
No reported disclosures
Orange Investment Advisors, LLC
Winter Park, FL · Est. 2017
- AUM
- $765M
- Per adviser
- $255M
- Advisers
- 3
Fsa Investment Group, LLC
Pensacola, FL · Est. 2012
- AUM
- $762M
- Per adviser
- $63M
- Advisers
- 12
No reported disclosures
Invex Advisors LLC
Coral Gables, FL · Est. 2016
- AUM
- $759M
- Per adviser
- $127M
- Advisers
- 6
No reported disclosures
Lighthouse Financial
Saint Petersburg, FL · Est. 2023
- AUM
- $756M
- Per adviser
- $756M
- Advisers
- 1
No reported disclosures
Gator Capital Management, LLC
Tampa, FL · Est. 2013
- AUM
- $751M
- Per adviser
- $250M
- Advisers
- 3
No reported disclosures
Qtr Family Wealth, LLC
Lake Mary, FL · Est. 2024
- AUM
- $749M
- Per adviser
- $125M
- Advisers
- 6
No reported disclosures
Fiduciary Family Office, LLC
Boca Raton, FL · Est. 2023
- AUM
- $748M
- Per adviser
- $374M
- Advisers
- 2
No reported disclosures
Dudley & Shanley, INC.
Palm Beach, FL · Est. 2011
- AUM
- $747M
- Per adviser
- $249M
- Advisers
- 3
No reported disclosures
Tremblant Capital Group
West Palm Beach, FL · Est. 2010
- AUM
- $745M
- Per adviser
- $74M
- Advisers
- 10
No reported disclosures
Bayshore Wealth Advisors
Coral Gables, FL · Est. 2007
- AUM
- $740M
- Per adviser
- $247M
- Advisers
- 3
No reported disclosures
Paradigm Investment Management
Miami, FL · Est. 2015
- AUM
- $725M
- Per adviser
- $363M
- Advisers
- 2
No reported disclosures
Global Wealth Management Investment Advisory, INC.
Fort Lauderdale, FL · Est. 2017
- AUM
- $723M
- Per adviser
- $72M
- Advisers
- 10
No reported disclosures
Materetsky Financial Group
Boynton Beach, FL · Est. 2018
- AUM
- $721M
- Per adviser
- $180M
- Advisers
- 4
No reported disclosures
Saaga
Miami, FL · Est. 2023
- AUM
- $717M
- Per adviser
- $239M
- Advisers
- 3
No reported disclosures
G. A. Repple & Company
Casselberry, FL · Est. 2004
- AUM
- $716M
- Per adviser
- $18M
- Advisers
- 39
Aston Capital Management
Coral Gables, FL · Est. 2018
- AUM
- $712M
- Per adviser
- $237M
- Advisers
- 3
No reported disclosures
Rogan & Associates
Safety Harbor, FL · Est. 2009
- AUM
- $710M
- Per adviser
- $79M
- Advisers
- 9
No reported disclosures
Bench Walk Advisors LLC
Boca Raton, FL · Est. 2022
- AUM
- $708M
- Per adviser
- $54M
- Advisers
- 13
No reported disclosures
Morangie Management LLC
Vero Beach, FL · Est. 2024
- AUM
- $706M
- Per adviser
- $176M
- Advisers
- 4
No reported disclosures
Core Wealth Advisors, INC.
Lakeland, FL · Est. 2015
- AUM
- $702M
- Per adviser
- $70M
- Advisers
- 10
No reported disclosures
Lafise Global Advisors LLC
Miami, FL · Est. 2024
- AUM
- $699M
- Per adviser
- $699M
- Advisers
- 1
No reported disclosures
Maximai Investment Partners, LLC
Coral Gables, FL · Est. 2016
- AUM
- $696M
- Per adviser
- $139M
- Advisers
- 5
No reported disclosures
Icv Partners, LLC
Miami, FL · Est. 2012
- AUM
- $694M
- Per adviser
- $77M
- Advisers
- 9
No reported disclosures
Brainvest Wealth Management LLC
Miami, FL · Est. 2019
- AUM
- $691M
- Per adviser
- $138M
- Advisers
- 5
No reported disclosures
Alti Wealth Management (US International), INC.
Coral Gables, FL · Est. 2009
- AUM
- $691M
- Per adviser
- $173M
- Advisers
- 4
No reported disclosures
Synergy Investment Management LLC
Altamonte Springs, FL · Est. 2024
- AUM
- $681M
- Per adviser
- $43M
- Advisers
- 16
No reported disclosures
Encore Housing Opportunity Fund Investment Manager, LLC
Boca Raton, FL · Est. 2012
- AUM
- $680M
- Per adviser
- $34M
- Advisers
- 20
No reported disclosures
Hudson Value Partners, LLC
Palm Beach, FL · Est. 2019
- AUM
- $678M
- Per adviser
- $170M
- Advisers
- 4
No reported disclosures
Summit Wealth Partners, LLC
Orlando, FL · Est. 2016
- AUM
- $676M
- Per adviser
- $56M
- Advisers
- 12
No reported disclosures
Advantage Wealth Partners
Fort Myers, FL · Est. 2024
- AUM
- $675M
- Per adviser
- $169M
- Advisers
- 4
No reported disclosures
Truvestments Capital LLC
Sarasota, FL · Est. 2018
- AUM
- $661M
- Per adviser
- $44M
- Advisers
- 15
No reported disclosures
Highpost Capital, LLC
West Palm Beach, FL · Est. 2020
- AUM
- $657M
- Per adviser
- $60M
- Advisers
- 11
No reported disclosures
Polar Capital (America) Corporation
Tampa, FL · Est. 2010
- AUM
- $656M
- Per adviser
- $109M
- Advisers
- 6
No reported disclosures
Collaborative Wealth
Lake Mary, FL · Est. 2014
- AUM
- $653M
- Per adviser
- $73M
- Advisers
- 9
No reported disclosures
Dale K. Ehrhart, INC.
Venice, FL · Est. 1978
- AUM
- $649M
- Per adviser
- $162M
- Advisers
- 4
Powell Investment Advisors, LLC
Miami, FL · Est. 2012
- AUM
- $648M
- Per adviser
- $324M
- Advisers
- 2
No reported disclosures
Abacus Fcf Advisors LLC
Orlando, FL · Est. 2011
- AUM
- $643M
- Per adviser
- $214M
- Advisers
- 3
No reported disclosures
Eve Partners
Ponte Vedra Beach, FL · Est. 2025
- AUM
- $641M
- Per adviser
- $53M
- Advisers
- 12
No reported disclosures
Vizcaya Capital, LLC
Miami, FL · Est. 2020
- AUM
- $631M
- Per adviser
- $79M
- Advisers
- 8
No reported disclosures
Centrica Wealth Management
Miami, FL · Est. 2025
- AUM
- $627M
- Per adviser
- $314M
- Advisers
- 2
No reported disclosures
B&C Financial Advisors
Ponte Vedra Beach, FL · Est. 1998
- AUM
- $626M
- Per adviser
- $125M
- Advisers
- 5
No reported disclosures
Industrial Development Funding LLC
Miami Beach, FL · Est. 2018
- AUM
- $624M
- Per adviser
- $624M
- Advisers
- 1
No reported disclosures
Blue Ocean Capital
West Palm Beach, FL · Est. 2000
- AUM
- $619M
- Per adviser
- $124M
- Advisers
- 5
No reported disclosures
Tactive Advisors, LLC
Sarasota, FL · Est. 2020
- AUM
- $619M
- Per adviser
- $44M
- Advisers
- 14
No reported disclosures
H.I.G. Whitehorse Advisers, LLC
Miami, FL · Est. 2012
- AUM
- $615M
- Per adviser
- $9M
- Advisers
- 69
No reported disclosures
Darwin Wealth Management
Tampa, FL · Est. 2014
- AUM
- $614M
- Per adviser
- $102M
- Advisers
- 6
No reported disclosures
Zega Investments, LLC
Palm Beach Gardens, FL · Est. 2024
- AUM
- $614M
- Per adviser
- $61M
- Advisers
- 10
No reported disclosures
Rose Capital Advisors, LLC
Miami Beach, FL · Est. 2014
- AUM
- $608M
- Per adviser
- $68M
- Advisers
- 9
No reported disclosures
Inlet Private Wealth, LLC
Jupiter, FL · Est. 2018
- AUM
- $608M
- Per adviser
- $203M
- Advisers
- 3
No reported disclosures
Destiny Family Office
Tavares, FL · Est. 2025
- AUM
- $605M
- Per adviser
- $86M
- Advisers
- 7
No reported disclosures
Deuterium Capital Management, LLC
Clearwater, FL · Est. 2018
- AUM
- $604M
- Per adviser
- $302M
- Advisers
- 2
No reported disclosures
Gda Luma Capital Management, LP
Miami, FL · Est. 2023
- AUM
- $592M
- Per adviser
- $46M
- Advisers
- 13
No reported disclosures
Bh3 Fund Advisors, LLC
Fort Lauderdale, FL · Est. 2024
- AUM
- $585M
- Per adviser
- $45M
- Advisers
- 13
No reported disclosures
Vine Investment Advisors, LP
Palm Beach Gardens, FL · Est. 2012
- AUM
- $583M
- Per adviser
- $583M
- Advisers
- 1
No reported disclosures
55 North Private Wealth
Winter Park, FL · Est. 2025
- AUM
- $581M
- Per adviser
- $83M
- Advisers
- 7
No reported disclosures
Harvey Capital Management INC
Palm Beach, FL · Est. 1996
- AUM
- $579M
- Per adviser
- $193M
- Advisers
- 3
No reported disclosures
Silverview Credit Partners LP
Tampa, FL · Est. 2016
- AUM
- $577M
- Per adviser
- $64M
- Advisers
- 9
No reported disclosures
Rezny Wealth Management, INC.
Fort Myers, FL · Est. 2014
- AUM
- $576M
- Per adviser
- $288M
- Advisers
- 2
No reported disclosures
Southocean Capital Partners, LLC
Ft. Lauderdale, FL · Est. 2014
- AUM
- $575M
- Per adviser
- $144M
- Advisers
- 4
No reported disclosures
Sanchez Wealth Management Group, LLC
Jacksonville, FL · Est. 2013
- AUM
- $571M
- Per adviser
- $190M
- Advisers
- 3
No reported disclosures
Tyro Capital Management, LLC
Miami, FL · Est. 2023
- AUM
- $571M
- Per adviser
- $114M
- Advisers
- 5
No reported disclosures
Inca Investments, LLC
Miami, FL · Est. 2004
- AUM
- $570M
- Per adviser
- $81M
- Advisers
- 7
No reported disclosures
Driftwood Advisors, LLC
Coral Gables, FL · Est. 2020
- AUM
- $569M
- Per adviser
- $28M
- Advisers
- 20
No reported disclosures
Br Capital
Coral Gables, FL · Est. 2020
- AUM
- $568M
- Per adviser
- $284M
- Advisers
- 2
No reported disclosures
Fiori Financial Group
Fort Lauderdale, FL · Est. 2022
- AUM
- $567M
- Per adviser
- $113M
- Advisers
- 5
No reported disclosures
White Wolf Capital Advisors, LLC
Miami, FL · Est. 2021
- AUM
- $567M
- Per adviser
- $44M
- Advisers
- 13
No reported disclosures
Atticus Wealth Management
Palm Beach Gardens, FL · Est. 2018
- AUM
- $565M
- Per adviser
- $81M
- Advisers
- 7
No reported disclosures
Downtown Wealth Studios, LLC
Miami, FL · Est. 2023
- AUM
- $563M
- Per adviser
- $141M
- Advisers
- 4
No reported disclosures
Dara Capital US, INC.
Miami, FL · Est. 2010
- AUM
- $563M
- Per adviser
- $282M
- Advisers
- 2
No reported disclosures
Paulson Wealth Management INC.
West Palm Beach, FL · Est. 2017
- AUM
- $559M
- Per adviser
- $112M
- Advisers
- 5
F&V Capital Management, L.L.C.
Boca Raton, FL · Est. 2008
- AUM
- $558M
- Per adviser
- $80M
- Advisers
- 7
No reported disclosures
Financial Harvest Wealth Advisors
Winter Park, FL · Est. 2018
- AUM
- $557M
- Per adviser
- $111M
- Advisers
- 5
No reported disclosures
Las Olas Capital Advisors, LLC
Fort Lauderdale, FL · Est. 2015
- AUM
- $552M
- Per adviser
- $79M
- Advisers
- 7
No reported disclosures
Global Assets Advisory, LLC
Orlando, FL · Est. 2019
- AUM
- $552M
- Per adviser
- $22M
- Advisers
- 25
Gravitalix Financial
Coral Springs, FL · Est. 2026
- AUM
- $543M
- Per adviser
- $543M
- Advisers
- 1
No reported disclosures
Compound Family Offices, LLC
Sarasota, FL · Est. 2018
- AUM
- $541M
- Per adviser
- $108M
- Advisers
- 5
No reported disclosures
Consilium Investment Management LLC
Fort Lauderdale, FL · Est. 2004
- AUM
- $541M
- Per adviser
- $42M
- Advisers
- 13
Affiliated Private Investors LLC
West Palm Beach, FL · Est. 1995
- AUM
- $534M
- Per adviser
- $267M
- Advisers
- 2
No reported disclosures
Jacksonville Wealth Management
Jacksonville, FL · Est. 2021
- AUM
- $534M
- Per adviser
- $133M
- Advisers
- 4
No reported disclosures
Ceeto Capital Group, LLC
Coral Gables, FL · Est. 2017
- AUM
- $531M
- Per adviser
- $133M
- Advisers
- 4
No reported disclosures
Noble Family Wealth
Clearwater, FL · Est. 2021
- AUM
- $527M
- Per adviser
- $105M
- Advisers
- 5
No reported disclosures
Compass Financial Advisory Services, LLC
Ormond Beach, FL · Est. 2022
- AUM
- $527M
- Per adviser
- $75M
- Advisers
- 7
No reported disclosures
Compass Group Investments Solutions LLC
Miami, FL · Est. 2019
- AUM
- $527M
- Per adviser
- $132M
- Advisers
- 4
No reported disclosures
Convergence Investment Partners, LLC
Palm Beach Gardens, FL · Est. 2008
- AUM
- $524M
- Per adviser
- $131M
- Advisers
- 4
No reported disclosures
Disciplined Equity Management, INC.
Neptune Beach, FL · Est. 2004
- AUM
- $521M
- Per adviser
- $260M
- Advisers
- 2
No reported disclosures
Bicycle Capital
Coconut Grove, FL · Est. 2026
- AUM
- $518M
- Per adviser
- $65M
- Advisers
- 8
No reported disclosures
Altium Investment Strategies LLC
Wesley Chapel, FL · Est. 2025
- AUM
- $518M
- Per adviser
- $129M
- Advisers
- 4
No reported disclosures
Uhler Vertich White Advisors
Fort Myers, FL · Est. 2004
- AUM
- $514M
- Per adviser
- $86M
- Advisers
- 6
No reported disclosures
Pharvision Advisers, LLC
Boca Raton, FL · Est. 2021
- AUM
- $513M
- Per adviser
- $513M
- Advisers
- 1
No reported disclosures
Client 1st Advisory Group
Dunedin, FL · Est. 2013
- AUM
- $511M
- Per adviser
- $73M
- Advisers
- 7
No reported disclosures
Instrumental Wealth, LLC
Tampa, FL · Est. 2020
- AUM
- $508M
- Per adviser
- $102M
- Advisers
- 5
No reported disclosures
Kaufman Rossin Wealth, LLC
Miami, FL · Est. 2021
- AUM
- $507M
- Per adviser
- $72M
- Advisers
- 7
No reported disclosures
Creand Management
Miami, FL · Est. 2015
- AUM
- $507M
- Per adviser
- $36M
- Advisers
- 14
No reported disclosures
Punch Card Management
Winter Park, FL · Est. 2014
- AUM
- $505M
- Per adviser
- $126M
- Advisers
- 4
No reported disclosures
Xcel Wealth Management, LLC
Holly Hill, FL · Est. 2018
- AUM
- $498M
- Per adviser
- $166M
- Advisers
- 3
No reported disclosures
White Oaks Investment Management, INC
Sarasota, FL · Est. 2014
- AUM
- $496M
- Per adviser
- $496M
- Advisers
- 1
No reported disclosures
Klosters Capital
Miami, FL · Est. 2016
- AUM
- $496M
- Per adviser
- $165M
- Advisers
- 3
No reported disclosures
The Life Wealth Group
Winter Garden, FL · Est. 2024
- AUM
- $491M
- Per adviser
- $55M
- Advisers
- 9
No reported disclosures
Tim Looney Investments, LLC
Longwood, FL · Est. 2012
- AUM
- $490M
- Per adviser
- $163M
- Advisers
- 3
No reported disclosures
Daher Capital Group, LLC
Jupiter, FL · Est. 2026
- AUM
- $490M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Marquis Wealth Management Group
Fort Myers, FL · Est. 2002
- AUM
- $489M
- Per adviser
- $82M
- Advisers
- 6
No reported disclosures
The Ambrus Group LLC
Tampa, FL · Est. 2026
- AUM
- $485M
- Per adviser
- $162M
- Advisers
- 3
No reported disclosures
Exodus Wealth, LLC
Fort Lauderdale, FL · Est. 2015
- AUM
- $484M
- Per adviser
- $9M
- Advisers
- 51
No reported disclosures
Global Kandor Advisors, LLC
Key Biscayne, FL · Est. 2020
- AUM
- $483M
- Per adviser
- $161M
- Advisers
- 3
No reported disclosures
Thurston Advisors
Vero Beach, FL · Est. 2024
- AUM
- $481M
- Per adviser
- $60M
- Advisers
- 8
No reported disclosures
Orange Avenue Advisors LLC
Orlando, FL · Est. 2026
- AUM
- $481M
- Per adviser
- $240M
- Advisers
- 2
No reported disclosures
Priority Senior Secured Income Management, LLC
West Palm Beach, FL · Est. 2012
- AUM
- $479M
- Per adviser
- $53M
- Advisers
- 9
No reported disclosures
Xendia Wealth LLC
Miami, FL · Est. 2018
- AUM
- $475M
- Per adviser
- $95M
- Advisers
- 5
No reported disclosures
Allgen Financial Advisors, INC.
Orlando, FL · Est. 2014
- AUM
- $475M
- Per adviser
- $40M
- Advisers
- 12
No reported disclosures
Noctua International Wmg, LLC
Miami, FL · Est. 2009
- AUM
- $474M
- Per adviser
- $158M
- Advisers
- 3
No reported disclosures
Brightside Capital Partners LLC
Lantana, FL · Est. 2025
- AUM
- $473M
- Per adviser
- $39M
- Advisers
- 12
No reported disclosures
Octogone Na
Miami, FL · Est. 2022
- AUM
- $470M
- Per adviser
- $157M
- Advisers
- 3
No reported disclosures
Capco Asset Management, LLC
Tampa, FL · Est. 2017
- AUM
- $469M
- Per adviser
- $94M
- Advisers
- 5
No reported disclosures
Mangrove Equity Partners
Tampa, FL · Est. 2014
- AUM
- $468M
- Per adviser
- $47M
- Advisers
- 10
No reported disclosures
Moseley Investment Management, INC.
Bradention, FL · Est. 2016
- AUM
- $457M
- Per adviser
- $152M
- Advisers
- 3
No reported disclosures
Wealth Advisors Of Tampa Bay
Tampa, FL · Est. 2012
- AUM
- $457M
- Per adviser
- $152M
- Advisers
- 3
No reported disclosures
Florida Financial Advisors, LLC
Tampa, FL · Est. 2023
- AUM
- $456M
- Per adviser
- $683,857.759
- Advisers
- 667
No reported disclosures
Whitestar Advisors, LLC
Boca Raton, FL · Est. 2003
- AUM
- $454M
- Per adviser
- $114M
- Advisers
- 4
No reported disclosures
New Water Capital, L.P.
Boca Raton, FL · Est. 2015
- AUM
- $454M
- Per adviser
- $38M
- Advisers
- 12
No reported disclosures
Imz Advisory INC.
Boca Raton, FL · Est. 2021
- AUM
- $453M
- Per adviser
- $151M
- Advisers
- 3
No reported disclosures
Kerrisdale Capital Management, LLC
Miami Beach, FL · Est. 2012
- AUM
- $448M
- Per adviser
- $448M
- Advisers
- 1
No reported disclosures
Meridiana
Coral Gables, FL · Est. 2019
- AUM
- $442M
- Per adviser
- $147M
- Advisers
- 3
No reported disclosures
Ardan Equity Partners, LLC
West Palm Beach, FL · Est. 2024
- AUM
- $441M
- Per adviser
- $74M
- Advisers
- 6
No reported disclosures
Fortress Wealth Group
Winter Park, FL · Est. 2020
- AUM
- $439M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Gables Capital Management, INC.
Miami, FL · Est. 1997
- AUM
- $439M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Fogel Capital Management INC
Stuart, FL · Est. 1995
- AUM
- $437M
- Per adviser
- $62M
- Advisers
- 7
No reported disclosures
L1 Capital Global INC.
Miami Beach, FL · Est. 2022
- AUM
- $434M
- Per adviser
- $145M
- Advisers
- 3
No reported disclosures
Greenbridge Partners LLC
Lakeland, FL · Est. 2023
- AUM
- $433M
- Per adviser
- $433M
- Advisers
- 1
No reported disclosures
Castle Wealth Management
Boynton Beach, FL · Est. 2002
- AUM
- $430M
- Per adviser
- $72M
- Advisers
- 6
No reported disclosures
Compass Financial Group, INC.
Deerfield Beach, FL · Est. 2003
- AUM
- $430M
- Per adviser
- $107M
- Advisers
- 4
No reported disclosures
Agis Management LLC
Clearwater, FL · Est. 2015
- AUM
- $429M
- Per adviser
- $27M
- Advisers
- 16
No reported disclosures
Haven Private
Orlando, FL · Est. 2024
- AUM
- $428M
- Per adviser
- $86M
- Advisers
- 5
No reported disclosures
Perigee Capital, LP
Sarasota, FL · Est. 2023
- AUM
- $426M
- Per adviser
- $426M
- Advisers
- 1
No reported disclosures
Dynamic Core Capital Partners
Jacksonville Beach, FL · Est. 2016
- AUM
- $425M
- Per adviser
- $35M
- Advisers
- 12
No reported disclosures
Forza Wealth Management
Sarasota, FL · Est. 2020
- AUM
- $422M
- Per adviser
- $106M
- Advisers
- 4
No reported disclosures
Hollander Asset Management LLC
Miami, FL · Est. 2009
- AUM
- $420M
- Per adviser
- $210M
- Advisers
- 2
No reported disclosures
Directed Capital Advisors
St. Petersburg, FL · Est. 2013
- AUM
- $420M
- Per adviser
- $28M
- Advisers
- 15
No reported disclosures
Miller Value Partners, LLC
Sarasota, FL · Est. 1999
- AUM
- $418M
- Per adviser
- $139M
- Advisers
- 3
No reported disclosures
Quantum Private Wealth, LLC
Tampa, FL · Est. 2020
- AUM
- $418M
- Per adviser
- $104M
- Advisers
- 4
No reported disclosures
Coquina Private Wealth Advisors
Port Charlotte, FL · Est. 2025
- AUM
- $418M
- Per adviser
- $52M
- Advisers
- 8
No reported disclosures
Seven Mile Advisory LLC
Tallahassee, FL · Est. 2023
- AUM
- $417M
- Per adviser
- $104M
- Advisers
- 4
No reported disclosures
Strategic Asset Management Group Advisors
Pompano Beach, FL · Est. 2008
- AUM
- $416M
- Per adviser
- $139M
- Advisers
- 3
No reported disclosures
Broadcrest Asset Management, LLC
Winter Park, FL · Est. 2021
- AUM
- $415M
- Per adviser
- $59M
- Advisers
- 7
No reported disclosures
Clearwell Group
Tampa, FL · Est. 2024
- AUM
- $414M
- Per adviser
- $69M
- Advisers
- 6
No reported disclosures
Northbridge Financial Group, LLC
Tampa, FL · Est. 2020
- AUM
- $413M
- Per adviser
- $59M
- Advisers
- 7
No reported disclosures
Code Waechter LLC
Tampa, FL · Est. 2020
- AUM
- $409M
- Per adviser
- $82M
- Advisers
- 5
No reported disclosures
Clarity Capital Advisors, LLC
Lakewood Ranch, FL · Est. 2021
- AUM
- $406M
- Per adviser
- $203M
- Advisers
- 2
No reported disclosures
Guerra Wealth Advisors
Miami, FL · Est. 2023
- AUM
- $406M
- Per adviser
- $45M
- Advisers
- 9
No reported disclosures
Lotus
Orlando, FL · Est. 2025
- AUM
- $405M
- Per adviser
- $81M
- Advisers
- 5
No reported disclosures
Qp Wealth Management, LLC
Boca Raton, FL · Est. 2019
- AUM
- $405M
- Per adviser
- $135M
- Advisers
- 3
No reported disclosures
Core Wealth Management, INC.
Jupiter, FL · Est. 2018
- AUM
- $405M
- Per adviser
- $135M
- Advisers
- 3
No reported disclosures
Kanen Wealth Management LLC
Coconut Creek, FL · Est. 2019
- AUM
- $405M
- Per adviser
- $135M
- Advisers
- 3
No reported disclosures
Bci Securities, INC.
Miami, FL · Est. 2021
- AUM
- $402M
- Per adviser
- $10M
- Advisers
- 39
No reported disclosures
Proathlete Wealth Management LLC
Boca Raton, FL · Est. 2022
- AUM
- $402M
- Per adviser
- $134M
- Advisers
- 3
No reported disclosures
Ratan Capital Management, LP
Miami, FL · Est. 2013
- AUM
- $402M
- Per adviser
- $201M
- Advisers
- 2
Keyes, Stange & Wooten Wealth Management, LLC
Daytona Beach, FL · Est. 2014
- AUM
- $400M
- Per adviser
- $133M
- Advisers
- 3
No reported disclosures
Sara-Bay Financial Corp.
Sarasota, FL · Est. 2014
- AUM
- $397M
- Per adviser
- $132M
- Advisers
- 3
No reported disclosures
Kirtland Financial Management, INC.
Coral Gables, FL · Est. 2004
- AUM
- $396M
- Per adviser
- $396M
- Advisers
- 1
No reported disclosures
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL · Est. 2020
- AUM
- $396M
- Per adviser
- $396M
- Advisers
- 1
No reported disclosures
Galapagos Advisory LLC
Miami, FL · Est. 2024
- AUM
- $396M
- Per adviser
- $66M
- Advisers
- 6
No reported disclosures
Familywealth
Lake Mary, FL · Est. 2017
- AUM
- $395M
- Per adviser
- $33M
- Advisers
- 12
Arsenal Venture Partners
Winter Park, FL · Est. 2012
- AUM
- $394M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Apex Investments Management US, LLC
Coconut Grove, FL · Est. 2022
- AUM
- $392M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Schorn Wealth
Englewood, FL · Est. 2019
- AUM
- $392M
- Per adviser
- $78M
- Advisers
- 5
No reported disclosures
Barramundi Advisors LLC
Boca Raton, FL · Est. 2025
- AUM
- $390M
- Per adviser
- $78M
- Advisers
- 5
No reported disclosures
In On Capital
Miami, FL · Est. 2019
- AUM
- $389M
- Per adviser
- $49M
- Advisers
- 8
No reported disclosures
Solomon Api LLC
Rockledge, FL · Est. 2018
- AUM
- $389M
- Per adviser
- $130M
- Advisers
- 3
No reported disclosures
Monorail Securities LLC
Sarasota, FL · Est. 2016
- AUM
- $389M
- Per adviser
- $130M
- Advisers
- 3
No reported disclosures
Hd Money, INC.
Sarasota, FL · Est. 2022
- AUM
- $386M
- Per adviser
- $97M
- Advisers
- 4
No reported disclosures
Alternative Investment Advisors, LLC
Maitland, FL · Est. 2019
- AUM
- $386M
- Per adviser
- $35M
- Advisers
- 11
No reported disclosures
Ranch Capital Advisors INC.
Sarasota, FL · Est. 2019
- AUM
- $386M
- Per adviser
- $55M
- Advisers
- 7
No reported disclosures
Global Trust
Palm Beach Gardens, FL · Est. 2008
- AUM
- $385M
- Per adviser
- $55M
- Advisers
- 7
No reported disclosures
Weathervane Asset Management LLC
Fort Lauderdale, FL · Est. 2021
- AUM
- $384M
- Per adviser
- $192M
- Advisers
- 2
No reported disclosures
Keating Investment Counselors INC
Delray Beach, FL · Est. 1983
- AUM
- $383M
- Per adviser
- $192M
- Advisers
- 2
One + One Wealth Management, LLC
Jupiter, FL · Est. 2020
- AUM
- $383M
- Per adviser
- $77M
- Advisers
- 5
No reported disclosures
Canopy 360 Wealth, LLC
Ocala, FL · Est. 2018
- AUM
- $383M
- Per adviser
- $48M
- Advisers
- 8
No reported disclosures
Clearshares LLC
Marco Island, FL · Est. 2011
- AUM
- $382M
- Per adviser
- $382M
- Advisers
- 1
No reported disclosures
Eaton Financial Group
Coral Springs, FL · Est. 2021
- AUM
- $382M
- Per adviser
- $382M
- Advisers
- 1
No reported disclosures
Myriad Asset Management Advisors LLC
West Palm Beach, FL · Est. 2025
- AUM
- $381M
- Per adviser
- $190M
- Advisers
- 2
No reported disclosures
Scala Capital LLC
Miami, FL · Est. 2018
- AUM
- $380M
- Per adviser
- $48M
- Advisers
- 8
No reported disclosures
Agnello Financial Group, INC.
West Palm Beach, FL · Est. 2017
- AUM
- $379M
- Per adviser
- $126M
- Advisers
- 3
No reported disclosures
Boca Wealth Advisors
Boca Raton, FL · Est. 1999
- AUM
- $379M
- Per adviser
- $189M
- Advisers
- 2
No reported disclosures
Financial Advisory Partners, LLC
Winter Park, FL · Est. 2021
- AUM
- $378M
- Per adviser
- $126M
- Advisers
- 3
No reported disclosures
Pinvest
Coral Gables, FL · Est. 2024
- AUM
- $377M
- Per adviser
- $189M
- Advisers
- 2
No reported disclosures
St. Johns Investment Management Company, LLC
Jacksonville, FL · Est. 2014
- AUM
- $375M
- Per adviser
- $75M
- Advisers
- 5
No reported disclosures
Cibest Capital Advisory Services LLC
Miami, FL · Est. 2022
- AUM
- $375M
- Per adviser
- $94M
- Advisers
- 4
No reported disclosures
Aventura Private Wealth, LLC
Aventura, FL · Est. 2024
- AUM
- $375M
- Per adviser
- $125M
- Advisers
- 3
No reported disclosures
Comprehensive Wealth Solutions, LLC
Boca Raton, FL · Est. 2004
- AUM
- $374M
- Per adviser
- $125M
- Advisers
- 3
No reported disclosures
Blackridge Asset Management, LLC
Jupiter, FL · Est. 2016
- AUM
- $370M
- Per adviser
- $6M
- Advisers
- 67
No reported disclosures
Lrz Capital LLC
Miami, FL · Est. 2025
- AUM
- $370M
- Per adviser
- $123M
- Advisers
- 3
No reported disclosures
Aragon Global Management, LP
Miami, FL · Est. 2021
- AUM
- $369M
- Per adviser
- $184M
- Advisers
- 2
No reported disclosures
Aft, Forsyth & Sober, LLC
Valrico, FL · Est. 2012
- AUM
- $368M
- Per adviser
- $184M
- Advisers
- 2
No reported disclosures
Highland Investment Advisors LLC
Ponte Vedra, FL · Est. 2021
- AUM
- $368M
- Per adviser
- $37M
- Advisers
- 10
No reported disclosures
Invenio Wealth Partners, LLC
Coral Gables, FL · Est. 2022
- AUM
- $364M
- Per adviser
- $182M
- Advisers
- 2
No reported disclosures
C Cubed Capital Partners, LLC
Boca Raton, FL · Est. 2023
- AUM
- $363M
- Per adviser
- $121M
- Advisers
- 3
No reported disclosures
Rtc Partners
Miami, FL · Est. 2021
- AUM
- $362M
- Per adviser
- $121M
- Advisers
- 3
No reported disclosures
Mra Advisory Group
Sarasota, FL · Est. 2017
- AUM
- $361M
- Per adviser
- $45M
- Advisers
- 8
Mfp Financial Services, LLC
Safety Harbor, FL · Est. 2024
- AUM
- $361M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Acp Capital Management, LLC
Miami, FL · Est. 2021
- AUM
- $360M
- Per adviser
- $30M
- Advisers
- 12
No reported disclosures
Lynk Capital Management Company, LLC
Jacksonville, FL · Est. 2024
- AUM
- $360M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Novak & Powell Financial Services, INC.
St. Petersburg, FL · Est. 2017
- AUM
- $359M
- Per adviser
- $51M
- Advisers
- 7
No reported disclosures
Aurora Investment Managers, LLC
Naples, FL · Est. 2008
- AUM
- $359M
- Per adviser
- $179M
- Advisers
- 2
No reported disclosures
Lifespan Financial Strategies, INC.
Weston, FL · Est. 2023
- AUM
- $357M
- Per adviser
- $71M
- Advisers
- 5
No reported disclosures
Saltmarsh Financial Advisors, LLC
Pensacola, FL · Est. 2017
- AUM
- $357M
- Per adviser
- $59M
- Advisers
- 6
No reported disclosures
Life Planning Partners, INC.
Jacksonville, FL · Est. 2016
- AUM
- $354M
- Per adviser
- $71M
- Advisers
- 5
No reported disclosures
Targeted Financial Services, LLC
Seminole, FL · Est. 2003
- AUM
- $353M
- Per adviser
- $88M
- Advisers
- 4
No reported disclosures
Catenary Alternatives Asset Management, LLC
Miami, FL · Est. 2012
- AUM
- $353M
- Per adviser
- $118M
- Advisers
- 3
No reported disclosures
Avory & Co.
Miami, FL · Est. 2019
- AUM
- $353M
- Per adviser
- $353M
- Advisers
- 1
No reported disclosures
Cayside Partners
Jupiter, FL · Est. 2024
- AUM
- $353M
- Per adviser
- $88M
- Advisers
- 4
No reported disclosures
Forman Capital, LLC
Delray Beach, FL · Est. 2024
- AUM
- $351M
- Per adviser
- $32M
- Advisers
- 11
No reported disclosures
Aragon Capital LLC
Fort Lauderdale, FL · Est. 2021
- AUM
- $349M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Willis Asset Finance Management LLC
Coconut Creek, FL · Est. 2025
- AUM
- $349M
- Per adviser
- $23M
- Advisers
- 15
No reported disclosures
Opal Capital LLC
Boca Raton, FL · Est. 2022
- AUM
- $348M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Isq Openinfra Registered Advisor LLC
Miami, FL · Est. 2025
- AUM
- $348M
- Per adviser
- $3M
- Advisers
- 113
No reported disclosures
Heritage Oak Wealth Advisors
Santa Rosa Beach, FL · Est. 2022
- AUM
- $347M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Brightline Capital Management, LLC
Miami, FL · Est. 2021
- AUM
- $346M
- Per adviser
- $87M
- Advisers
- 4
No reported disclosures
Great Elm Capital Management, LLC
Palm Beach Gardens, FL · Est. 2016
- AUM
- $346M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Ipcp Management, LLC
Boca Raton, FL · Est. 2025
- AUM
- $346M
- Per adviser
- $86M
- Advisers
- 4
No reported disclosures
Borderless Management LLC
Clermont, FL · Est. 2023
- AUM
- $345M
- Per adviser
- $27M
- Advisers
- 13
No reported disclosures
Black Toro LLC
Miami, FL · Est. 2023
- AUM
- $345M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Teramo Advisors, LLC
Naples, FL · Est. 2017
- AUM
- $345M
- Per adviser
- $172M
- Advisers
- 2
No reported disclosures
Walser Wealth Management Company, A Limited Liability Company
Tampa, FL · Est. 2023
- AUM
- $344M
- Per adviser
- $26M
- Advisers
- 13
No reported disclosures
Safe Harbor Capital Partners
Coconut Grove, FL · Est. 2020
- AUM
- $344M
- Per adviser
- $86M
- Advisers
- 4
No reported disclosures
Victrix Investment Advisors
Stuart, FL · Est. 2021
- AUM
- $343M
- Per adviser
- $49M
- Advisers
- 7
No reported disclosures
Dhody Investment Group
Miami Beach, FL · Est. 2022
- AUM
- $341M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
Rm Private Wealth Management
Miami, FL · Est. 2020
- AUM
- $341M
- Per adviser
- $341M
- Advisers
- 1
No reported disclosures
Premia Global Advisors, LLC
Coral Gables, FL · Est. 2016
- AUM
- $341M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
Melodeon Capital Partners, LP
Miami, FL · Est. 2019
- AUM
- $341M
- Per adviser
- $170M
- Advisers
- 2
No reported disclosures
Flexis Capital
Miami, FL · Est. 2021
- AUM
- $339M
- Per adviser
- $113M
- Advisers
- 3
No reported disclosures
Amerity Wealth Management, LLC
Lakeland, FL · Est. 2023
- AUM
- $339M
- Per adviser
- $21M
- Advisers
- 16
No reported disclosures
Colony Capital Investment Advisors, LLC
Boca Raton, FL · Est. 2015
- AUM
- $336M
- Per adviser
- $336M
- Advisers
- 1
Personal Financial Profiles INC
Coral Springs, FL · Est. 2013
- AUM
- $335M
- Per adviser
- $168M
- Advisers
- 2
No reported disclosures
Eschaton Opportunities Fund Management LP
Miami, FL · Est. 2019
- AUM
- $334M
- Per adviser
- $83M
- Advisers
- 4
No reported disclosures
Vesta Wealth Management, LLC
Miami Beach, FL · Est. 2018
- AUM
- $333M
- Per adviser
- $333M
- Advisers
- 1
No reported disclosures
Blackston Financial Advisory Group, LLC
The Villages, FL · Est. 2018
- AUM
- $333M
- Per adviser
- $48M
- Advisers
- 7
No reported disclosures
Stonebridge Financial Planning Group, LLC
Orlando, FL · Est. 2018
- AUM
- $330M
- Per adviser
- $41M
- Advisers
- 8
No reported disclosures
Power Financial Partners, LLC
Tampa, FL · Est. 2023
- AUM
- $329M
- Per adviser
- $110M
- Advisers
- 3
No reported disclosures
Mtc Wealth Management
Tampa, FL · Est. 2019
- AUM
- $329M
- Per adviser
- $37M
- Advisers
- 9
No reported disclosures
Glide Capital
Miami, FL · Est. 2017
- AUM
- $328M
- Per adviser
- $66M
- Advisers
- 5
No reported disclosures
Oxford Wealth Group, LLC
Orlando, FL · Est. 2022
- AUM
- $328M
- Per adviser
- $41M
- Advisers
- 8
No reported disclosures
Greenwood Family Advisors LLC
Miami, FL · Est. 2021
- AUM
- $327M
- Per adviser
- $164M
- Advisers
- 2
No reported disclosures
Pl Capital Advisors, LLC
Naples, FL · Est. 2014
- AUM
- $327M
- Per adviser
- $82M
- Advisers
- 4
No reported disclosures
Base Wealth Management
Lakewood Ranch, FL · Est. 2022
- AUM
- $326M
- Per adviser
- $36M
- Advisers
- 9
No reported disclosures
Healthedge Investment Partners
Tampa, FL · Est. 2017
- AUM
- $326M
- Per adviser
- $36M
- Advisers
- 9
No reported disclosures
Osceola Capital Management
Tampa, FL · Est. 2021
- AUM
- $322M
- Per adviser
- $40M
- Advisers
- 8
No reported disclosures
Integrated Financial Strategies, LLC
Fort Lauderdale, FL · Est. 2015
- AUM
- $322M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Stewardship Advisory Group, LLC
Clermont, FL · Est. 2013
- AUM
- $322M
- Per adviser
- $54M
- Advisers
- 6
Alhambra Investment Management LLC
Palmetto Bay, FL · Est. 2006
- AUM
- $320M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Remedium Capital Partners
West Palm Beach, FL · Est. 2026
- AUM
- $319M
- Per adviser
- $319M
- Advisers
- 1
No reported disclosures
Caim LLC
Longboat Key, FL · Est. 2017
- AUM
- $318M
- Per adviser
- $159M
- Advisers
- 2
No reported disclosures
Meira Wealth
Coral Gables, FL · Est. 1999
- AUM
- $318M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Wealth Pro Advisors, INC.
Sarasota, FL · Est. 2020
- AUM
- $317M
- Per adviser
- $106M
- Advisers
- 3
No reported disclosures
Camarda Wealth Advisory Group
Fleming Island, FL · Est. 2002
- AUM
- $315M
- Per adviser
- $45M
- Advisers
- 7
No reported disclosures
Jaguar Growth Asset Management, LLC
Miami, FL · Est. 2015
- AUM
- $313M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Hawkeye Capital Management, LLC
Miami Beach, FL · Est. 2012
- AUM
- $313M
- Per adviser
- $156M
- Advisers
- 2
No reported disclosures
Sunrise Manager LLC
West Palm Beach, FL · Est. 2024
- AUM
- $312M
- Per adviser
- $35M
- Advisers
- 9
No reported disclosures
Northstar Financial Planners, INC.
Plantation, FL · Est. 2014
- AUM
- $312M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Storr Group
West Palm Beach, FL · Est. 2026
- AUM
- $310M
- Per adviser
- $62M
- Advisers
- 5
No reported disclosures
Holland Advisory Services, INC.
Ormond Beach, FL · Est. 2017
- AUM
- $308M
- Per adviser
- $31M
- Advisers
- 10
No reported disclosures
Doma Perpetual Capital Management LLC
Miami, FL · Est. 2022
- AUM
- $308M
- Per adviser
- $77M
- Advisers
- 4
No reported disclosures
Spectra Investment Management, LLC
Stuart, FL · Est. 2017
- AUM
- $307M
- Per adviser
- $102M
- Advisers
- 3
No reported disclosures
Ekanta Wealth Advisors LLC
Coconut Grove, FL · Est. 2019
- AUM
- $307M
- Per adviser
- $307M
- Advisers
- 1
No reported disclosures
Gfg Solutions
Orlando, FL · Est. 2024
- AUM
- $307M
- Per adviser
- $77M
- Advisers
- 4
No reported disclosures
Brightwater Advisory, LLC
Tampa, FL · Est. 2017
- AUM
- $304M
- Per adviser
- $152M
- Advisers
- 2
No reported disclosures
Campbell Capital Management INC
Miami, FL · Est. 1988
- AUM
- $303M
- Per adviser
- $303M
- Advisers
- 1
No reported disclosures
Pl3 Capital LP
Sunny Isles Beach, FL · Est. 2024
- AUM
- $301M
- Per adviser
- $301M
- Advisers
- 1
No reported disclosures
Lifeinvest Wealth Management, Ltd
Miami, FL · Est. 2009
- AUM
- $301M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Deepwork Capital, LLC
Orlando, FL · Est. 2023
- AUM
- $300M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Azzendo Wealth Advisors
Coral Gables, FL · Est. 2017
- AUM
- $300M
- Per adviser
- $60M
- Advisers
- 5
No reported disclosures
Kennon Financial
Sarasota, FL · Est. 2019
- AUM
- $300M
- Per adviser
- $300M
- Advisers
- 1
No reported disclosures
Cic, LLC
Marco Island, FL · Est. 2021
- AUM
- $300M
- Per adviser
- $300M
- Advisers
- 1
No reported disclosures
Unison Asset Management LLC
Aventura, FL · Est. 2017
- AUM
- $298M
- Per adviser
- $75M
- Advisers
- 4
No reported disclosures
Opinicus
Tampa, FL · Est. 2021
- AUM
- $297M
- Per adviser
- $59M
- Advisers
- 5
No reported disclosures
Matters Capital LLC
Coral Gables, FL · Est. 2025
- AUM
- $297M
- Per adviser
- $148M
- Advisers
- 2
No reported disclosures
Colbert Investment Management Co
Miami, FL · Est. 1997
- AUM
- $296M
- Per adviser
- $148M
- Advisers
- 2
No reported disclosures
Douglas Capital Management INC
Jacksonville, FL · Est. 1975
- AUM
- $295M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Carpenter, Claydon Advisors, INC.
Maitland, FL · Est. 2007
- AUM
- $295M
- Per adviser
- $147M
- Advisers
- 2
No reported disclosures
Madden Advisory Services, INC.
Jacksonville, FL · Est. 2004
- AUM
- $292M
- Per adviser
- $146M
- Advisers
- 2
No reported disclosures
Cifc Private Credit Management LLC
Miami, FL · Est. 2024
- AUM
- $290M
- Per adviser
- $3M
- Advisers
- 89
No reported disclosures
One Stone Partners L.L.C.
Miami, FL · Est. 2015
- AUM
- $290M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Pfg Private Wealth Management, LLC
Lutz, FL · Est. 2018
- AUM
- $289M
- Per adviser
- $41M
- Advisers
- 7
No reported disclosures
Yellowstone Capital Partners
Gainesville, FL · Est. 2025
- AUM
- $289M
- Per adviser
- $144M
- Advisers
- 2
No reported disclosures
Skyview Financial Group, LLC
Ponte Vedra Beach, FL · Est. 2024
- AUM
- $287M
- Per adviser
- $143M
- Advisers
- 2
No reported disclosures
Bau Advisors
Miami, FL · Est. 2019
- AUM
- $286M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
The Holland Group, Retirement Wealth Advisors, LLC
Clearwater, FL · Est. 2023
- AUM
- $286M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
The Palmer Knight Company
Jacksonville, FL · Est. 2015
- AUM
- $285M
- Per adviser
- $143M
- Advisers
- 2
No reported disclosures
Lighthouse Retirement
Ponte Vedra, FL · Est. 2021
- AUM
- $285M
- Per adviser
- $285M
- Advisers
- 1
No reported disclosures
Peninsula Asset Management INC
Bradenton, FL · Est. 1982
- AUM
- $284M
- Per adviser
- $142M
- Advisers
- 2
No reported disclosures
Fdi Wealth Management, LLC
Miami, FL · Est. 2023
- AUM
- $284M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
Priderock Fund Management Partners, LLC
Palm Beach Gardens, FL · Est. 2018
- AUM
- $284M
- Per adviser
- $284M
- Advisers
- 1
No reported disclosures
Fig Capital Management, LLC
Jacksonville, FL · Est. 2017
- AUM
- $283M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Covingtonalsina
Jacksonville, FL · Est. 2023
- AUM
- $283M
- Per adviser
- $57M
- Advisers
- 5
No reported disclosures
Palm Valley Capital Management
Jacksonville Beach, FL · Est. 2019
- AUM
- $282M
- Per adviser
- $141M
- Advisers
- 2
No reported disclosures
Successful Portfolios LLC
Clearwater, FL · Est. 2015
- AUM
- $282M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Smith Asset Management Co., LLC
Chiefland, FL · Est. 2015
- AUM
- $281M
- Per adviser
- $70M
- Advisers
- 4
Seven Hills Financial, LLC
Tallahassee, FL · Est. 2024
- AUM
- $281M
- Per adviser
- $56M
- Advisers
- 5
No reported disclosures
Harlan Capital Partners LLC
Palm Beach, FL · Est. 2017
- AUM
- $281M
- Per adviser
- $47M
- Advisers
- 6
No reported disclosures
Midtown Investment Advisors LLC
Miami, FL · Est. 2021
- AUM
- $278M
- Per adviser
- $139M
- Advisers
- 2
No reported disclosures
Delta Capital Management, LLC
Maitland, FL · Est. 2020
- AUM
- $277M
- Per adviser
- $46M
- Advisers
- 6
No reported disclosures
Afc Management, LLC
West Palm Beach, FL · Est. 2021
- AUM
- $276M
- Per adviser
- $25M
- Advisers
- 11
No reported disclosures
Chronos Wealth Management, L.L.C.
Clearwater, FL · Est. 2019
- AUM
- $274M
- Per adviser
- $137M
- Advisers
- 2
No reported disclosures
Private Wealth Group, LLC
Tampa, FL · Est. 2007
- AUM
- $274M
- Per adviser
- $274M
- Advisers
- 1
No reported disclosures
Alpha Zero LLC
Boca Raton, FL · Est. 2022
- AUM
- $270M
- Per adviser
- $25M
- Advisers
- 11
No reported disclosures
Barr Financial Services, LLC
Winter Park, FL · Est. 2015
- AUM
- $269M
- Per adviser
- $135M
- Advisers
- 2
No reported disclosures
Dunn Capital Management
Stuart, FL · Est. 2024
- AUM
- $269M
- Per adviser
- $45M
- Advisers
- 6
No reported disclosures
Riverplace Capital Management INC
Jacksonville, FL · Est. 2014
- AUM
- $267M
- Per adviser
- $53M
- Advisers
- 5
No reported disclosures
Win Advisors, INC
Palm Beach Gardens, FL · Est. 2019
- AUM
- $267M
- Per adviser
- $67M
- Advisers
- 4
No reported disclosures
Raven Music Partners LLC
Palm Beach Gardens, FL · Est. 2024
- AUM
- $265M
- Per adviser
- $24M
- Advisers
- 11
No reported disclosures
Spraker West Wealth Management, INC
Winter Park, FL · Est. 2008
- AUM
- $265M
- Per adviser
- $53M
- Advisers
- 5
No reported disclosures
Innova Advisors
Coral Gables, FL · Est. 2022
- AUM
- $265M
- Per adviser
- $132M
- Advisers
- 2
No reported disclosures
Coastal Investment Company, LLC
Winter Park, FL · Est. 2024
- AUM
- $263M
- Per adviser
- $29M
- Advisers
- 9
No reported disclosures
Semus Wealth Partners, LLC
Boca Raton, FL · Est. 2019
- AUM
- $263M
- Per adviser
- $263M
- Advisers
- 1
No reported disclosures
Waterstone Financial Advisory LLC
Fort Myers, FL · Est. 2023
- AUM
- $262M
- Per adviser
- $87M
- Advisers
- 3
No reported disclosures
Utopia Wealth Management, LLC
Coconut Creek, FL · Est. 2019
- AUM
- $261M
- Per adviser
- $261M
- Advisers
- 1
No reported disclosures
Financial Designs Wealth Management
Miami, FL · Est. 2023
- AUM
- $261M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Trustwell Financial Advisors, LLC
Jacksonville, FL · Est. 2021
- AUM
- $261M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Bridge Generations Wealth Management
South Miami, FL · Est. 2024
- AUM
- $260M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Davis Capital Management
Jacksonville, FL · Est. 2020
- AUM
- $259M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Aft, Forsyth And Company, INC.
Jupiter, FL · Est. 2005
- AUM
- $259M
- Per adviser
- $259M
- Advisers
- 1
No reported disclosures
Geosphere Capital Management, LLC
Miami Beach, FL · Est. 2012
- AUM
- $258M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Mcdonough Capital Management, INC.
Orlando, FL · Est. 2021
- AUM
- $258M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Genrock Capital Management, LP
Palm Beach, FL · Est. 2019
- AUM
- $258M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Center For Asset Management, LLC
Palm Beach Gardens, FL · Est. 2019
- AUM
- $257M
- Per adviser
- $129M
- Advisers
- 2
Rd Lewis Wealth Management
Maitland, FL · Est. 2020
- AUM
- $257M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Krusen Capital Management, LLC
West Palm Beach, FL · Est. 2009
- AUM
- $256M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Blacktower Financial Management (US) LLC
Orlando, FL · Est. 2017
- AUM
- $254M
- Per adviser
- $9M
- Advisers
- 28
No reported disclosures
Mendon Capital Advisors Corp
Key Largo, FL · Est. 1999
- AUM
- $254M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Washburn Capital Management INC.
Vero Beach, FL · Est. 2018
- AUM
- $254M
- Per adviser
- $85M
- Advisers
- 3
No reported disclosures
Abf Investment Management, LLC
Miami, FL · Est. 2024
- AUM
- $253M
- Per adviser
- $32M
- Advisers
- 8
No reported disclosures
Bridges Capital LLC
Fort Lauderdale, FL · Est. 2023
- AUM
- $252M
- Per adviser
- $252M
- Advisers
- 1
No reported disclosures
Mariaca Wealth Management, LLC
Wellington, FL · Est. 2016
- AUM
- $251M
- Per adviser
- $126M
- Advisers
- 2
No reported disclosures
Karlov Street Capital, LLC
Boca Raton, FL · Est. 2023
- AUM
- $251M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Cogent Private Wealth
Orlando, FL · Est. 2025
- AUM
- $250M
- Per adviser
- $50M
- Advisers
- 5
No reported disclosures
Firstrust
Daytona Beach, FL · Est. 1999
- AUM
- $250M
- Per adviser
- $50M
- Advisers
- 5
No reported disclosures
Oxenfree Financial
Melbourne, FL · Est. 2023
- AUM
- $250M
- Per adviser
- $31M
- Advisers
- 8
No reported disclosures
E. Batoff & Co., INC.
Tampa, FL · Est. 2003
- AUM
- $249M
- Per adviser
- $249M
- Advisers
- 1
No reported disclosures
Cassedy Financial Group, INC.
Tampa, FL · Est. 2021
- AUM
- $248M
- Per adviser
- $83M
- Advisers
- 3
No reported disclosures
Nova Wealth Management, INC.
Bonita Springs, FL · Est. 2023
- AUM
- $248M
- Per adviser
- $35M
- Advisers
- 7
No reported disclosures
Rinaldi Wealth Management, INC.
Bonita Springs, FL · Est. 2021
- AUM
- $243M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Matthias Private Wealth, LLC
Winter Park, FL · Est. 2017
- AUM
- $243M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Chiron Capital Management, LLC
Tallahassee, FL · Est. 2020
- AUM
- $243M
- Per adviser
- $243M
- Advisers
- 1
No reported disclosures
Seminole Advisory Services, LLC
Bellair Bluffs, FL · Est. 2009
- AUM
- $243M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Mori Huston Partners
Miami, FL · Est. 2009
- AUM
- $242M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Wealth Management Corporation
Tallahassee, FL · Est. 2020
- AUM
- $242M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Treasure Coast Financial Planning, INC.
Vero Beach, FL · Est. 2013
- AUM
- $241M
- Per adviser
- $48M
- Advisers
- 5
No reported disclosures
Dfn Management LLC.
Tampa, FL · Est. 2024
- AUM
- $241M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Bassam Wealth Management, LLC
Palm Beach, FL · Est. 2024
- AUM
- $241M
- Per adviser
- $241M
- Advisers
- 1
No reported disclosures
True Wealth Advisory Group
Miami, FL · Est. 2022
- AUM
- $240M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Loyola Asset Management LLC
Coral Gables, FL · Est. 2013
- AUM
- $240M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Smith Bruer
Tallahassee, FL · Est. 2019
- AUM
- $238M
- Per adviser
- $48M
- Advisers
- 5
No reported disclosures
Golden Road Advisors LLC
Tampa, FL · Est. 2021
- AUM
- $238M
- Per adviser
- $79M
- Advisers
- 3
No reported disclosures
Pento Portfolio Strategies, LLC
Naples, FL · Est. 2021
- AUM
- $237M
- Per adviser
- $119M
- Advisers
- 2
No reported disclosures
Millares Asset Management, LLC
Coral Gables, FL · Est. 2015
- AUM
- $236M
- Per adviser
- $79M
- Advisers
- 3
No reported disclosures
Creo Capital Partners Management LLC
Miami, FL · Est. 2021
- AUM
- $236M
- Per adviser
- $47M
- Advisers
- 5
No reported disclosures
Mbf Healthcare Management II, LLC
Coral Gables, FL · Est. 2016
- AUM
- $235M
- Per adviser
- $39M
- Advisers
- 6
No reported disclosures
Kingsman Wealth Management INC.
Pensacola, FL · Est. 2024
- AUM
- $235M
- Per adviser
- $117M
- Advisers
- 2
No reported disclosures
Plan To Prosper Wealth Management
Ormond Beach, FL · Est. 2025
- AUM
- $234M
- Per adviser
- $117M
- Advisers
- 2
No reported disclosures
Belleair Asset Management, LLC
Belleair Bluffs, FL · Est. 2017
- AUM
- $234M
- Per adviser
- $117M
- Advisers
- 2
No reported disclosures
Anchor Wealth Management Group LLC
West Palm Beach, FL · Est. 2024
- AUM
- $233M
- Per adviser
- $233M
- Advisers
- 1
No reported disclosures
Reshape Wealth
Boca Raton, FL · Est. 2024
- AUM
- $232M
- Per adviser
- $232M
- Advisers
- 1
No reported disclosures
L&S Investment Advisors, LLC
Miami, FL · Est. 2024
- AUM
- $231M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Andrew Hill Investment Advisors, INC.
Naples, FL · Est. 2021
- AUM
- $231M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Unimar
Miami, FL · Est. 2017
- AUM
- $231M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Primoris Wealth Advisors, LLC
North Palm Beach, FL · Est. 2020
- AUM
- $230M
- Per adviser
- $33M
- Advisers
- 7
No reported disclosures
Turner Financial Group, INC.
Pace, FL · Est. 2023
- AUM
- $230M
- Per adviser
- $29M
- Advisers
- 8
No reported disclosures
Velvet Sea Ventures
West Palm Beach, FL · Est. 2022
- AUM
- $229M
- Per adviser
- $33M
- Advisers
- 7
No reported disclosures
Alterna Equity Partners Management LLC
Fort Lauderdale, FL · Est. 2021
- AUM
- $228M
- Per adviser
- $228M
- Advisers
- 1
No reported disclosures
Naples Wealth Planning
Bonita Springs, FL · Est. 2024
- AUM
- $227M
- Per adviser
- $23M
- Advisers
- 10
No reported disclosures
Align Private Capital
Sarasota, FL · Est. 2019
- AUM
- $226M
- Per adviser
- $45M
- Advisers
- 5
No reported disclosures
Elevation Advisory Partners LLC
Orlando, FL · Est. 2021
- AUM
- $226M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures
Angelus Investment Consulting, INC.
Coral Gables, FL · Est. 2024
- AUM
- $226M
- Per adviser
- $113M
- Advisers
- 2
No reported disclosures
Dragus Capital, LLC
Coral Gables, FL · Est. 2011
- AUM
- $226M
- Per adviser
- $113M
- Advisers
- 2
No reported disclosures
Welcy Capital Advisors LLC
Miami, FL · Est. 2024
- AUM
- $226M
- Per adviser
- $56M
- Advisers
- 4
Oceanis Financial Advisors, INC.
Miami, FL · Est. 2020
- AUM
- $226M
- Per adviser
- $226M
- Advisers
- 1
No reported disclosures
The Tenret Company, LLC
Tampa, FL · Est. 2021
- AUM
- $225M
- Per adviser
- $225M
- Advisers
- 1
No reported disclosures
Buckeye-Pacific
Naples, FL · Est. 2021
- AUM
- $225M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Allied Private Wealth
Boca Raton, FL · Est. 2023
- AUM
- $224M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Orca Wealth Management, LLC
New Port Richey, FL · Est. 2020
- AUM
- $224M
- Per adviser
- $224M
- Advisers
- 1
No reported disclosures
Bucket List Wealth Management, LLC
The Villages, FL · Est. 2024
- AUM
- $224M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Sterling Wealth Advisors, INC.
Plantation, FL · Est. 2021
- AUM
- $224M
- Per adviser
- $224M
- Advisers
- 1
No reported disclosures
Riverglades Family Offices, LLC
Naples, FL · Est. 2014
- AUM
- $221M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Lynx Advisory Partners
Coral Gables, FL · Est. 2023
- AUM
- $221M
- Per adviser
- $37M
- Advisers
- 6
No reported disclosures
Pullen Investment Management
Bradenton, FL · Est. 2023
- AUM
- $221M
- Per adviser
- $55M
- Advisers
- 4
No reported disclosures
Motiv8 Investments LLC
Port St Lucie, FL · Est. 2016
- AUM
- $219M
- Per adviser
- $22M
- Advisers
- 10
No reported disclosures
Ironclad Investments LLC
Maitland, FL · Est. 2010
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Wealthtrust Asset Management, LLC
Destin, FL · Est. 2015
- AUM
- $217M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Delta Advisory Group, INC.
Maitland, FL · Est. 2023
- AUM
- $216M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Sky Alpha Asset Advisors
Boca Raton, FL · Est. 2018
- AUM
- $216M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures
Global Trust Wealth Management LLC
West Palm Beach, FL · Est. 2024
- AUM
- $214M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Gunn & Company Investment Management, INC.
Jacksonville, FL · Est. 2017
- AUM
- $214M
- Per adviser
- $107M
- Advisers
- 2
Atlantic Family Wealth, LLC
Coral Gables, FL · Est. 2022
- AUM
- $210M
- Per adviser
- $210M
- Advisers
- 1
No reported disclosures
Pare Partners II LLC
Miami, FL · Est. 2023
- AUM
- $210M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Advisory Investor Services LLC
Miami, FL · Est. 2021
- AUM
- $210M
- Per adviser
- $35M
- Advisers
- 6
No reported disclosures
Sunstate Wealth Management LLC
Coral Gables, FL · Est. 2021
- AUM
- $210M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Img Wealth Management, INC.
Jacksonville, FL · Est. 2024
- AUM
- $210M
- Per adviser
- $30M
- Advisers
- 7
No reported disclosures
Shellman Investment Management, LLC
Coral Gables, FL · Est. 2022
- AUM
- $210M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Southcol Advisors
Naples, FL · Est. 2020
- AUM
- $209M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Ponta Wealth Partners, LLC
Winter Park, FL · Est. 2025
- AUM
- $208M
- Per adviser
- $208M
- Advisers
- 1
No reported disclosures
Ucap Americas
Miami, FL · Est. 2014
- AUM
- $208M
- Per adviser
- $30M
- Advisers
- 7
No reported disclosures
Guardsman Private Capital Management, INC.
Sarasota, FL · Est. 2015
- AUM
- $208M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures
Ffo Investments LLC
Tampa, FL · Est. 2025
- AUM
- $207M
- Per adviser
- $41M
- Advisers
- 5
No reported disclosures
Stillwater Wealth Management Group LLC
Juno Beach, FL · Est. 2023
- AUM
- $207M
- Per adviser
- $69M
- Advisers
- 3
No reported disclosures
Srt Group LLC
West Palm Beach, FL · Est. 2024
- AUM
- $206M
- Per adviser
- $23M
- Advisers
- 9
No reported disclosures
021 Investments LLC
Miami, FL · Est. 2023
- AUM
- $205M
- Per adviser
- $68M
- Advisers
- 3
No reported disclosures
Flavin Financial Services, INC.
Melbourne, FL · Est. 2024
- AUM
- $205M
- Per adviser
- $51M
- Advisers
- 4
No reported disclosures
Guiry Capital Management, LLC
Palm Beach Gardens, FL · Est. 2002
- AUM
- $204M
- Per adviser
- $102M
- Advisers
- 2
No reported disclosures
Alianza Corp. Investment Advisor
Miami, FL · Est. 2025
- AUM
- $204M
- Per adviser
- $41M
- Advisers
- 5
No reported disclosures
Mcdermott Investment Advisors, LLC
Naples, FL · Est. 2014
- AUM
- $203M
- Per adviser
- $20M
- Advisers
- 10
Syntax Research, INC.
Boca Raton, FL · Est. 2012
- AUM
- $203M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Campbell Financial Partners, LLC
Fort Myers, FL · Est. 2018
- AUM
- $203M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Brasil Plural Investment Advisor LLC
Miami, FL · Est. 2025
- AUM
- $202M
- Per adviser
- $14M
- Advisers
- 14
No reported disclosures
Level One Fund
Miami, FL · Est. 2023
- AUM
- $202M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures
Saul Wealth Advisors, LLC
Miami, FL · Est. 2025
- AUM
- $201M
- Per adviser
- $201M
- Advisers
- 1
No reported disclosures
U.S. Private Wealth, LLC
Palm Beach Gardens, FL · Est. 2026
- AUM
- $200M
- Per adviser
- $67M
- Advisers
- 3
Rwa Advisors
Boca Raton, FL · Est. 2022
- AUM
- $199M
- Per adviser
- $199M
- Advisers
- 1
No reported disclosures
Atlantic Wealth Partners, LLC
Jupiter, FL · Est. 2020
- AUM
- $198M
- Per adviser
- $50M
- Advisers
- 4
No reported disclosures
Gip Investment Adviser LLC
West Palm Beach, FL · Est. 2022
- AUM
- $198M
- Per adviser
- $50M
- Advisers
- 4
No reported disclosures
Osprey Capital Management Corp.
Miami Beach, FL · Est. 2015
- AUM
- $197M
- Per adviser
- $197M
- Advisers
- 1
No reported disclosures
Grand Central Investment Group, LLC
Tampa, FL · Est. 2015
- AUM
- $196M
- Per adviser
- $98M
- Advisers
- 2
Amuni Financial, INC.
St Petersburg, FL · Est. 2021
- AUM
- $195M
- Per adviser
- $16M
- Advisers
- 12
No reported disclosures
Neil Jesani Wealth Management
Sunrise, FL · Est. 2025
- AUM
- $194M
- Per adviser
- $32M
- Advisers
- 6
No reported disclosures
Buckley Capital Advisors, LLC
Miami Beach, FL · Est. 2017
- AUM
- $194M
- Per adviser
- $65M
- Advisers
- 3
No reported disclosures
One Wealth Investors
Boca Raton, FL · Est. 2022
- AUM
- $193M
- Per adviser
- $48M
- Advisers
- 4
Kazazian Asset Management, LLC
Fort Lauderdale, FL · Est. 2024
- AUM
- $193M
- Per adviser
- $97M
- Advisers
- 2
No reported disclosures
Setchfield Asset Management
Bradenton, FL · Est. 2019
- AUM
- $193M
- Per adviser
- $193M
- Advisers
- 1
No reported disclosures
Numa
Miami, FL · Est. 2012
- AUM
- $193M
- Per adviser
- $193M
- Advisers
- 1
No reported disclosures
Davis Private Wealth, LLC
Royal Palm Beach, FL · Est. 2021
- AUM
- $193M
- Per adviser
- $96M
- Advisers
- 2
No reported disclosures
Calumet Capital Partners LLC
Miami, FL · Est. 2022
- AUM
- $191M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Aegis Wealth Management, LLC
Maitland, FL · Est. 2015
- AUM
- $190M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Armada Advisors
Pensacola, FL · Est. 2021
- AUM
- $190M
- Per adviser
- $95M
- Advisers
- 2
No reported disclosures
Financial Independence Advisors, LLC
Jacksonville, FL · Est. 2023
- AUM
- $190M
- Per adviser
- $24M
- Advisers
- 8
No reported disclosures
Siler Wealth Management
Longwood, FL · Est. 2026
- AUM
- $189M
- Per adviser
- $38M
- Advisers
- 5
Amicorp Wealth Services
Miami, FL · Est. 2022
- AUM
- $189M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Sfg Wealth Advisors, LLC
Tampa, FL · Est. 2021
- AUM
- $188M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Picea Capital LLC
Miami, FL · Est. 2020
- AUM
- $187M
- Per adviser
- $93M
- Advisers
- 2
No reported disclosures
Merited Wealth, LLC
North Bay Village, FL · Est. 2024
- AUM
- $186M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Vigil Wealth Management, LLC
Ponte Vedra Beach, FL · Est. 2023
- AUM
- $186M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Schrum Private Wealth Management, LLC
Saint Augustine, FL · Est. 2021
- AUM
- $186M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Niles Investment Management, LLC
Plantation, FL · Est. 2024
- AUM
- $185M
- Per adviser
- $93M
- Advisers
- 2
No reported disclosures
Vision One Management Partners, LP
Miami, FL · Est. 2023
- AUM
- $185M
- Per adviser
- $37M
- Advisers
- 5
No reported disclosures
Rivertree Advisors, LLC
Winter Park, FL · Est. 2013
- AUM
- $184M
- Per adviser
- $184M
- Advisers
- 1
No reported disclosures
Global Wealth Management, L.C.
Deerfield Beach, FL · Est. 2013
- AUM
- $184M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
Nverses Capital, LLC
Wellington, FL · Est. 2025
- AUM
- $184M
- Per adviser
- $20M
- Advisers
- 9
No reported disclosures
Econologics Financial Advisors
Largo, FL · Est. 2014
- AUM
- $183M
- Per adviser
- $31M
- Advisers
- 6
No reported disclosures
Sandy Morris Financial & Estate Planning Services, LLC
Tampa, FL · Est. 2020
- AUM
- $183M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Allegiance Financial Advisors, INC.
Jacksonville, FL · Est. 2021
- AUM
- $182M
- Per adviser
- $30M
- Advisers
- 6
No reported disclosures
Bradesco Global Advisors
Coral Gables, FL · Est. 2022
- AUM
- $182M
- Per adviser
- $17M
- Advisers
- 11
No reported disclosures
Rutherford Asset Planning, INC.
Tampa, FL · Est. 2003
- AUM
- $181M
- Per adviser
- $181M
- Advisers
- 1
No reported disclosures
Murphy Clarke Williams & Stone LLC
Miami Beach, FL · Est. 2024
- AUM
- $181M
- Per adviser
- $91M
- Advisers
- 2
No reported disclosures
Chronos Capital Advisors LLC
Miami, FL · Est. 2016
- AUM
- $181M
- Per adviser
- $91M
- Advisers
- 2
No reported disclosures
Horowitz & Company, INC.
Fort Lauderdale, FL · Est. 2025
- AUM
- $181M
- Per adviser
- $90M
- Advisers
- 2
River City Wealth Management
Jacksonville, FL · Est. 2021
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Allaria Asset Management, LLC
Miami, FL · Est. 2022
- AUM
- $180M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
Palm Wealth Partners
Boca Raton, FL · Est. 2024
- AUM
- $179M
- Per adviser
- $20M
- Advisers
- 9
No reported disclosures
Familywealth Asset Management
Lake Mary, FL · Est. 2009
- AUM
- $177M
- Per adviser
- $59M
- Advisers
- 3
Parable Wealth Advisors
St Augustine, FL · Est. 2025
- AUM
- $176M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
Together Planning
Gainesville, FL · Est. 2022
- AUM
- $176M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Fellowship Financial Group
Maitland, FL · Est. 2023
- AUM
- $176M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Urs Advisory
Jupiter, FL · Est. 2026
- AUM
- $176M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
Macke Financial Advisory Group
Fort Myers, FL · Est. 2000
- AUM
- $176M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
The Atlas Financial Group
Miami, FL · Est. 2023
- AUM
- $175M
- Per adviser
- $175M
- Advisers
- 1
No reported disclosures
Corrales & Co.
Miami, FL · Est. 2024
- AUM
- $174M
- Per adviser
- $29M
- Advisers
- 6
No reported disclosures
Winning Points Advisors, L.L.C.
Boca Raton, FL · Est. 2013
- AUM
- $173M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Azzendo Wealth Advisors
Hollywood, FL · Est. 2019
- AUM
- $173M
- Per adviser
- $173M
- Advisers
- 1
No reported disclosures
Stronghold Wealth Management L.L.C.
Tampa, FL · Est. 2022
- AUM
- $173M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Vizcaya Capital Partners LLC
Miami, FL · Est. 2023
- AUM
- $172M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Nexwealth LLC
Palm Beach Gardens, FL · Est. 2021
- AUM
- $172M
- Per adviser
- $34M
- Advisers
- 5
No reported disclosures
Nightview Capital, LLC
Clearwater, FL · Est. 2016
- AUM
- $172M
- Per adviser
- $43M
- Advisers
- 4
No reported disclosures
Chesapeake Capital Corporation
Tampa, FL · Est. 2016
- AUM
- $172M
- Per adviser
- $34M
- Advisers
- 5
No reported disclosures
Evolution Wealth Management INC.
Fort Myers, FL · Est. 2025
- AUM
- $172M
- Per adviser
- $43M
- Advisers
- 4
Harbor Ithaka
Aventura, FL · Est. 2018
- AUM
- $171M
- Per adviser
- $57M
- Advisers
- 3
No reported disclosures
Yandell Investments, LLC
Orlando, FL · Est. 2024
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Stone House Partners
Bay Harbor Islands, FL · Est. 2013
- AUM
- $170M
- Per adviser
- $170M
- Advisers
- 1
No reported disclosures
Zinnia Wealth Advisory, LLC
Ocala, FL · Est. 2025
- AUM
- $169M
- Per adviser
- $84M
- Advisers
- 2
No reported disclosures
Dipaolo Financial Group, INC.
Lutz, FL · Est. 2025
- AUM
- $168M
- Per adviser
- $56M
- Advisers
- 3
No reported disclosures
Cyber Hornet Etfs LLC
St. Petersburg, FL · Est. 2019
- AUM
- $168M
- Per adviser
- $168M
- Advisers
- 1
No reported disclosures
Blanche Park Capital
Miami, FL · Est. 2025
- AUM
- $167M
- Per adviser
- $167M
- Advisers
- 1
No reported disclosures
Participant Capital
Miami, FL · Est. 2021
- AUM
- $166M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Burgess Chambers & Associates INC
Orlando, FL · Est. 1988
- AUM
- $166M
- Per adviser
- $41M
- Advisers
- 4
No reported disclosures
Mutual Trust Advisory Group
Estero, FL · Est. 2021
- AUM
- $166M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Wisdom Financial Planning
Tampa, FL · Est. 2021
- AUM
- $166M
- Per adviser
- $55M
- Advisers
- 3
No reported disclosures
Bice Wealth Management LLC
Miami, FL · Est. 2025
- AUM
- $164M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Naples Money Management LLC
Naples, FL · Est. 2010
- AUM
- $164M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Tls Advisors LLC
Miami, FL · Est. 2023
- AUM
- $164M
- Per adviser
- $27M
- Advisers
- 6
No reported disclosures
Sagace Wealth Management
St. Petersburg, FL · Est. 2024
- AUM
- $163M
- Per adviser
- $23M
- Advisers
- 7
No reported disclosures
Banyan Global Investment Advisors, LLC
Boca Raton, FL · Est. 2016
- AUM
- $162M
- Per adviser
- $81M
- Advisers
- 2
No reported disclosures
Barnett Capital Advisors LLC
Miami, FL · Est. 2025
- AUM
- $161M
- Per adviser
- $81M
- Advisers
- 2
No reported disclosures
Williams Wealth Management Group, INC.
Bradenton, FL · Est. 2024
- AUM
- $161M
- Per adviser
- $161M
- Advisers
- 1
No reported disclosures
Glaxis Capital Management, LLC
Sarasota, FL · Est. 2005
- AUM
- $161M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Cywp Fund
Boca Raton, FL · Est. 2025
- AUM
- $161M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Dorman Financial Management, P.A.
Maitland, FL · Est. 2006
- AUM
- $161M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Rbf Capital Management, INC.
Sarasota, FL · Est. 2024
- AUM
- $161M
- Per adviser
- $161M
- Advisers
- 1
No reported disclosures
Inversiones Sura
Miami, FL · Est. 2025
- AUM
- $160M
- Per adviser
- $160M
- Advisers
- 1
No reported disclosures
Fairway Financial, LLC
Casselberry, FL · Est. 2024
- AUM
- $160M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Fusco Financial Services INC
Wilton Manors, FL · Est. 2021
- AUM
- $159M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Strivus Wealth Partners LLC
Jacksonville Beach, FL · Est. 2025
- AUM
- $159M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Todd Wealth Management LLC
Venice, FL · Est. 2025
- AUM
- $159M
- Per adviser
- $159M
- Advisers
- 1
No reported disclosures
Waypoints Financial
Sebring, FL · Est. 2024
- AUM
- $158M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Lightview Capital, LLC
West Palm Beach, FL · Est. 2022
- AUM
- $158M
- Per adviser
- $13M
- Advisers
- 12
No reported disclosures
Lifestyle Freedom Advisory Group, LLC
Bradenton, FL · Est. 2025
- AUM
- $157M
- Per adviser
- $31M
- Advisers
- 5
Belhealth Investment Partners, LLC
Fort Lauderdale, FL · Est. 2015
- AUM
- $157M
- Per adviser
- $52M
- Advisers
- 3
Settian Capital LP
Saint Augustine, FL · Est. 2026
- AUM
- $157M
- Per adviser
- $157M
- Advisers
- 1
No reported disclosures
401k Generation
Altamonte Springs,, FL · Est. 2010
- AUM
- $156M
- Per adviser
- $26M
- Advisers
- 6
No reported disclosures
Trellus Management Company, LLC
Delray Beach, FL · Est. 2026
- AUM
- $156M
- Per adviser
- $78M
- Advisers
- 2
No reported disclosures
Pc3 Partners, LLC
Miami Beach, FL · Est. 2026
- AUM
- $156M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Unify Financial Advisors
Clearwater, FL · Est. 2024
- AUM
- $156M
- Per adviser
- $78M
- Advisers
- 2
No reported disclosures
Bria Capital Group, LLC
Wesley Chapel, FL · Est. 2025
- AUM
- $155M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Long Short Advisors, LLC
Palm Beach Gardens, FL · Est. 2010
- AUM
- $154M
- Per adviser
- $154M
- Advisers
- 1
No reported disclosures
Maggi Investment Services, LLC
Oldmar, FL · Est. 2026
- AUM
- $154M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
American Asset Management INC.
Boca Raton, FL · Est. 2002
- AUM
- $153M
- Per adviser
- $153M
- Advisers
- 1
No reported disclosures
Balanz
Coral Gables, FL · Est. 2022
- AUM
- $153M
- Per adviser
- $38M
- Advisers
- 4
No reported disclosures
Cramer & Rauchegger, INC.
Maitland, FL · Est. 2023
- AUM
- $151M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Unified Wealth Management LLC
Oldsmar, FL · Est. 2024
- AUM
- $151M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
St. Nicholas Private Asset Management, INC.
Jacksonville, FL · Est. 2021
- AUM
- $151M
- Per adviser
- $151M
- Advisers
- 1
No reported disclosures
Aureum Wealth Management, LLC
North Palm Beach, FL · Est. 2024
- AUM
- $151M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Clarity Financial Advisors LLC
St. Petersburg, FL · Est. 2022
- AUM
- $150M
- Per adviser
- $25M
- Advisers
- 6
No reported disclosures
Fund Advisors Of America INC
Orlando, FL · Est. 2000
- AUM
- $149M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Guardant Wealth Advisors
Miami, FL · Est. 2026
- AUM
- $149M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Column Park Asset Management, LP
Cocoa Beach, FL · Est. 2014
- AUM
- $149M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Accumulator Operations LLC
Coral Gables, FL · Est. 2026
- AUM
- $148M
- Per adviser
- $19M
- Advisers
- 8
No reported disclosures
Edmp, INC.
Lutz, FL · Est. 1993
- AUM
- $147M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Entelevest, LLC
Coral Gables, FL · Est. 2025
- AUM
- $147M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Wealthgen Advisors, LLC
Sarasota, FL · Est. 2026
- AUM
- $147M
- Per adviser
- $73M
- Advisers
- 2
No reported disclosures
Manna Wealth Management
Miami Beach, FL · Est. 2024
- AUM
- $146M
- Per adviser
- $146M
- Advisers
- 1
Parady Wealth Management
The Villages, FL · Est. 2022
- AUM
- $146M
- Per adviser
- $29M
- Advisers
- 5
No reported disclosures
Spyrnal Financial Group
Bokeelia, FL · Est. 2024
- AUM
- $146M
- Per adviser
- $73M
- Advisers
- 2
No reported disclosures
Gullane Capital, LLC
Jacksonville, FL · Est. 2021
- AUM
- $145M
- Per adviser
- $145M
- Advisers
- 1
No reported disclosures
James I. Black & Company
Lakeland, FL · Est. 2020
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
Bgv Financial Advisors
Miami, FL · Est. 2023
- AUM
- $144M
- Per adviser
- $144M
- Advisers
- 1
No reported disclosures
Cypress Capital
Tallahassee, FL · Est. 2025
- AUM
- $143M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Personalized Financial Solutions LLC
Clearwater, FL · Est. 2025
- AUM
- $143M
- Per adviser
- $71M
- Advisers
- 2
Financial Trust Asset Management Chartered
Boca Raton, FL · Est. 2025
- AUM
- $142M
- Per adviser
- $35M
- Advisers
- 4
No reported disclosures
Storms & Rowdon Financial Services, INC.
Ormond Beach, FL · Est. 2025
- AUM
- $141M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Dougherty Investment Advisors
Spring Hill, FL · Est. 2025
- AUM
- $141M
- Per adviser
- $35M
- Advisers
- 4
No reported disclosures
Actitrust Wealth Management LLC
Plantation, FL · Est. 2021
- AUM
- $141M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Glassbead Capital Management LLC
Miami Beach, FL · Est. 2026
- AUM
- $140M
- Per adviser
- $140M
- Advisers
- 1
No reported disclosures
Chipser Wealth Management, LLC
Destin, FL · Est. 2024
- AUM
- $140M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Advantage Investing, INC.
Coral Gables, FL · Est. 2024
- AUM
- $139M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Pennantpark Private Income Fund Advisers LLC
Miami Beach, FL · Est. 2025
- AUM
- $139M
- Per adviser
- $5M
- Advisers
- 30
No reported disclosures
Prince Asset Management, INC.
Sarasota, FL · Est. 2024
- AUM
- $138M
- Per adviser
- $46M
- Advisers
- 3
No reported disclosures
Ruggiero Investments
West Palm Beach, FL · Est. 2025
- AUM
- $138M
- Per adviser
- $34M
- Advisers
- 4
Aventus Investment Advisors, INC.
Naples, FL · Est. 2024
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Luma Capital
Naples, FL · Est. 2002
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Fr Financial Advisors LLC
Coral Springs, FL · Est. 2024
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Sparrow Wealth Management
Orlando, FL · Est. 2025
- AUM
- $135M
- Per adviser
- $135M
- Advisers
- 1
No reported disclosures
Red Reef Advisors LLC
Boca Raton, FL · Est. 2025
- AUM
- $135M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Epic Advisory Services Corp
Boca Raton, FL · Est. 2024
- AUM
- $134M
- Per adviser
- $7M
- Advisers
- 19
No reported disclosures
Bluestar Wealth Management
Lake Mary, FL · Est. 2025
- AUM
- $134M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Truadvisors
Tampa, FL · Est. 2025
- AUM
- $133M
- Per adviser
- $33M
- Advisers
- 4
No reported disclosures
Tripletail Wealth Management
Orlando, FL · Est. 2025
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Secure Wealth, INC.
Boca Raton, FL · Est. 2025
- AUM
- $132M
- Per adviser
- $44M
- Advisers
- 3
No reported disclosures
Proper Wealth
Tallahassee, FL · Est. 2025
- AUM
- $132M
- Per adviser
- $44M
- Advisers
- 3
No reported disclosures
Lmpg Wealth Advisors, LLC
Miami, FL · Est. 2024
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
1st Discount Brokerage, INC.
Lake Worth, FL · Est. 2025
- AUM
- $131M
- Per adviser
- $16M
- Advisers
- 8
Conscious Capital Wealth Management, LLC
Tampa, FL · Est. 2020
- AUM
- $131M
- Per adviser
- $44M
- Advisers
- 3
Sterling Bridge Financial Group LLC
Palm Harbor, FL · Est. 2026
- AUM
- $131M
- Per adviser
- $33M
- Advisers
- 4
No reported disclosures
Dmk Advisor Group, INC.
Lutz, FL · Est. 2021
- AUM
- $131M
- Per adviser
- $5M
- Advisers
- 28
No reported disclosures
Safe Harbor Fiduciary, LLC
Pensacola, FL · Est. 2021
- AUM
- $130M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Pasqua Wealth Solutions
Palm City, FL · Est. 2026
- AUM
- $130M
- Per adviser
- $130M
- Advisers
- 1
No reported disclosures
Maclendon Wealth Management, LLC
Delray Beach, FL · Est. 2011
- AUM
- $130M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Antonetti Capital Management, LLC
Naples, FL · Est. 2018
- AUM
- $129M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Obion Capital Management LP
Miami, FL · Est. 2024
- AUM
- $129M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Ralicki Wealth Management & Trust Services
Stuart, FL · Est. 2022
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Mariva Global Asset Management, LLC
Miami, FL · Est. 2026
- AUM
- $129M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Gordon Asset Management LLC
West Palm Beach, FL · Est. 2024
- AUM
- $129M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Velaris Wealth Management
Orlando, FL · Est. 2026
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Rm Adviser, LLC
Orlando, FL · Est. 2016
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Second Half Financial Partners, LLC
Sebring, FL · Est. 2018
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
Premier Private Wealth Management, LLC
Palm Harbor, FL · Est. 2024
- AUM
- $126M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Leste USA, LLC
Miami, FL · Est. 2019
- AUM
- $126M
- Per adviser
- $18M
- Advisers
- 7
No reported disclosures
Reality Financial Planning Services, LLC
Sarasota, FL · Est. 2025
- AUM
- $126M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Sundial Wealth LLC
Boca Raton, FL · Est. 2026
- AUM
- $126M
- Per adviser
- $126M
- Advisers
- 1
No reported disclosures
Mar Wealth Management Services, LLC
West Palm Beach, FL · Est. 2026
- AUM
- $125M
- Per adviser
- $42M
- Advisers
- 3
Centrus Financial Strategies
Orlando, FL · Est. 2026
- AUM
- $125M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Doxara Capital LP
Jacksonville, FL · Est. 2026
- AUM
- $125M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Landmark Investment Partners, L.P.
West Palm Beach, FL · Est. 2024
- AUM
- $125M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Fortis Private Wealth Advisors, LLC
Miami, FL · Est. 2019
- AUM
- $124M
- Per adviser
- $124M
- Advisers
- 1
No reported disclosures
Coral Wealth Management, LLC
Miami, FL · Est. 2025
- AUM
- $124M
- Per adviser
- $124M
- Advisers
- 1
No reported disclosures
Cardea Capital Advisors, LLC
Vero Beach, FL · Est. 2020
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Ideal Retirement Solutions
Port Charlotte, FL · Est. 2025
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Rall Capital Management, INC.
Rockledge, FL · Est. 2026
- AUM
- $123M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Kahn Financial Group
Clearwater, FL · Est. 2021
- AUM
- $123M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Alphabond LLC
Palm Beach, FL · Est. 2025
- AUM
- $123M
- Per adviser
- $123M
- Advisers
- 1
No reported disclosures
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL · Est. 2018
- AUM
- $122M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Portfolio Resources Advisor Group, INC.
Coral Gables, FL · Est. 2017
- AUM
- $122M
- Per adviser
- $8M
- Advisers
- 15
No reported disclosures
Arbalpha
Miami, FL · Est. 2024
- AUM
- $122M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Resnick Wealth Alliance, LLC
Palm Beach Gardens, FL · Est. 2022
- AUM
- $121M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Craft Wealth Services
Tampa, FL · Est. 2024
- AUM
- $121M
- Per adviser
- $17M
- Advisers
- 7
No reported disclosures
Davivienda Advisors
Miami, FL · Est. 2022
- AUM
- $120M
- Per adviser
- $24M
- Advisers
- 5
No reported disclosures
1650 Wealth Management, LLC
Lighthouse Point, FL · Est. 2024
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
Money Management Concepts INC.
Melbourne, FL · Est. 2022
- AUM
- $120M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Abacus Capital Advisors
Plantation, FL · Est. 2025
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Kailix Advisors LLC
Aventura, FL · Est. 2022
- AUM
- $119M
- Per adviser
- $119M
- Advisers
- 1
No reported disclosures
Intellicapital Advisors LLC
Ponte Vedra, FL · Est. 2026
- AUM
- $119M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Sandhill Wealth Management, INC.
Winter Park, FL · Est. 2026
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Cs Advisors INC.
Boca Raton, FL · Est. 2026
- AUM
- $118M
- Per adviser
- $39M
- Advisers
- 3
No reported disclosures
Castle Island Wealth
Palm Beach Gardens, FL · Est. 2018
- AUM
- $117M
- Per adviser
- $39M
- Advisers
- 3
No reported disclosures
Sulzberger Capital Advisors, INC.
Miami, FL · Est. 2026
- AUM
- $117M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Greenline Wealth Management
Boca Raton, FL · Est. 2026
- AUM
- $117M
- Per adviser
- $19M
- Advisers
- 6
No reported disclosures
Cambria Wealth Management
Sarasota, FL · Est. 2025
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
Zenith Advisory Group, LLC
The Villages, FL · Est. 2026
- AUM
- $115M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
1818 Private Client Group, LLC
Aventura, FL · Est. 2025
- AUM
- $115M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Uyana Partners LLC
Miami, FL · Est. 2026
- AUM
- $115M
- Per adviser
- $19M
- Advisers
- 6
No reported disclosures
Futura Asset Advisors LLC
Coral Gables, FL · Est. 2015
- AUM
- $115M
- Per adviser
- $115M
- Advisers
- 1
No reported disclosures
Veltria Advisors Corp.
Miami, FL · Est. 2018
- AUM
- $113M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Wisdom Planning Group
Orlando, FL · Est. 2025
- AUM
- $113M
- Per adviser
- $38M
- Advisers
- 3
No reported disclosures
Caleo Capital N.A. LLC
Ponte Vedra, FL · Est. 2025
- AUM
- $112M
- Per adviser
- $28M
- Advisers
- 4
No reported disclosures
Goi
Miami, FL · Est. 2026
- AUM
- $111M
- Per adviser
- $56M
- Advisers
- 2
No reported disclosures
Belleair Wealth Management, LLC
Belleair Bluffs, FL · Est. 2025
- AUM
- $111M
- Per adviser
- $22M
- Advisers
- 5
No reported disclosures
Windward Management LP
Miami Beach, FL · Est. 2021
- AUM
- $111M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Muirfield Capital Global Advisors LLC
Palm Beach, FL · Est. 2017
- AUM
- $110M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures
Servatus Capital
Naples, FL · Est. 2025
- AUM
- $110M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Private Client Advisor Group, LLC
Palm City, FL · Est. 2025
- AUM
- $110M
- Per adviser
- $18M
- Advisers
- 6
No reported disclosures
Peakshares LLC
Tampa, FL · Est. 2024
- AUM
- $110M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures
Jake Carris Financial Planning
Orlando, FL · Est. 2026
- AUM
- $110M
- Per adviser
- $110M
- Advisers
- 1
No reported disclosures
Capstone Wealth Management Corp.
Lakeland, FL · Est. 2021
- AUM
- $109M
- Per adviser
- $36M
- Advisers
- 3
Ingram Advisory Services, LLC
Winter Haven, FL · Est. 2025
- AUM
- $109M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Lyons Wealth Management
Winter Park, FL · Est. 2009
- AUM
- $109M
- Per adviser
- $36M
- Advisers
- 3
No reported disclosures
Toams Financial
Jacksonville, FL · Est. 2021
- AUM
- $109M
- Per adviser
- $109M
- Advisers
- 1
No reported disclosures
Montello Wealth Management, INC.
Palm Beach Gardens, FL · Est. 2026
- AUM
- $108M
- Per adviser
- $108M
- Advisers
- 1
No reported disclosures
Nautilus Wealth Advisors
Indialantic, FL · Est. 2021
- AUM
- $108M
- Per adviser
- $108M
- Advisers
- 1
No reported disclosures
Better Way LLC
Bal Harbour, FL · Est. 2023
- AUM
- $107M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
Omnitrust Wealth Management, INC.
Jacksonville, FL · Est. 2025
- AUM
- $107M
- Per adviser
- $107M
- Advisers
- 1
No reported disclosures
Elevate Financial Planning And Wealth Management
St. Petersburg, FL · Est. 2026
- AUM
- $107M
- Per adviser
- $3M
- Advisers
- 36
No reported disclosures
Stonex International Advisors INC
Miami, FL · Est. 2022
- AUM
- $107M
- Per adviser
- $7M
- Advisers
- 15
No reported disclosures
Value Financial Advisers, INC.
Orlando, FL · Est. 1990
- AUM
- $105M
- Per adviser
- $26M
- Advisers
- 4
No reported disclosures
Clout Capital
Miami, FL · Est. 2024
- AUM
- $105M
- Per adviser
- $105M
- Advisers
- 1
No reported disclosures
Asset Planning Corporation
W. Palm Beach, FL · Est. 2004
- AUM
- $104M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Eurocapital Advisors, INC
Miami, FL · Est. 2004
- AUM
- $104M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Mendoza Private Wealth
Miami, FL · Est. 2026
- AUM
- $101M
- Per adviser
- $101M
- Advisers
- 1
No reported disclosures
Wells Global Investment Advisers LLC
Winter Haven, FL · Est. 2012
- AUM
- $101M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures
Gallatin & Company, LLC
Vero Beach, FL · Est. 2001
- AUM
- $98M
- Per adviser
- $98M
- Advisers
- 1
No reported disclosures
Baytrust Wealth Management, LLC
Tampa, FL · Est. 2025
- AUM
- $98M
- Per adviser
- $98M
- Advisers
- 1
No reported disclosures
Rvx Asset Management LLC
Aventura, FL · Est. 2016
- AUM
- $97M
- Per adviser
- $48M
- Advisers
- 2
No reported disclosures
Lion Capital Advisors LLC
Miami, FL · Est. 2019
- AUM
- $95M
- Per adviser
- $95M
- Advisers
- 1
No reported disclosures
Statetrust Capital, LLC.
Boca Raton, FL · Est. 2001
- AUM
- $94M
- Per adviser
- $47M
- Advisers
- 2
No reported disclosures
Capital Q Management LLC
Maitland, FL · Est. 2026
- AUM
- $93M
- Per adviser
- $47M
- Advisers
- 2
No reported disclosures
Cannon Global Investment Management, LLC
Davie, FL · Est. 2019
- AUM
- $93M
- Per adviser
- $46M
- Advisers
- 2
No reported disclosures
Schaffer & Company Asset Management, INC.
Jacksonville, FL · Est. 2015
- AUM
- $91M
- Per adviser
- $91M
- Advisers
- 1
No reported disclosures
Arias Resource Capital Management LP
Miami, FL · Est. 2011
- AUM
- $91M
- Per adviser
- $15M
- Advisers
- 6
No reported disclosures
Alphaq Advisors
Winter Park, FL · Est. 2021
- AUM
- $91M
- Per adviser
- $45M
- Advisers
- 2
No reported disclosures
Zest
Miami, FL · Est. 2021
- AUM
- $91M
- Per adviser
- $91M
- Advisers
- 1
No reported disclosures
Chacon Diaz & Di Virgilio Wealth Management, LLC
Gainesville, FL · Est. 2022
- AUM
- $90M
- Per adviser
- $23M
- Advisers
- 4
No reported disclosures
Api Financial Advisors, LLC
Rockledge, FL · Est. 2019
- AUM
- $85M
- Per adviser
- $7M
- Advisers
- 13
No reported disclosures
Route 20 Private Wealth INC.
Fort Lauderdale, FL · Est. 2024
- AUM
- $84M
- Per adviser
- $21M
- Advisers
- 4
No reported disclosures
Inter US Management, LLC
Miami, FL · Est. 2025
- AUM
- $83M
- Per adviser
- $17M
- Advisers
- 5
No reported disclosures
Proxy Wealth Advisors LLC
Windermere, FL · Est. 2023
- AUM
- $83M
- Per adviser
- $8M
- Advisers
- 11
No reported disclosures
Mgm Innova Cap Management LLC
Miami, FL · Est. 2021
- AUM
- $78M
- Per adviser
- $13M
- Advisers
- 6
No reported disclosures
Center Lake Capital Management, LLC
West Palm Beach, FL · Est. 2025
- AUM
- $78M
- Per adviser
- $78M
- Advisers
- 1
No reported disclosures
Lyons Investment Management
Winter Park, FL · Est. 2013
- AUM
- $73M
- Per adviser
- $37M
- Advisers
- 2
No reported disclosures
Clockwise Capital LLC
Miami, FL · Est. 2022
- AUM
- $72M
- Per adviser
- $36M
- Advisers
- 2
No reported disclosures
Pare Partners LLC
Miami, FL · Est. 2023
- AUM
- $67M
- Per adviser
- $22M
- Advisers
- 3
No reported disclosures
Mutual Trust Asset Mgmt., INC.
Tampa, FL · Est. 2017
- AUM
- $58M
- Per adviser
- $15M
- Advisers
- 4
Golden Eagle Strategies, LLC
Delray Beach, FL · Est. 2025
- AUM
- $51M
- Per adviser
- $17M
- Advisers
- 3
No reported disclosures
Webull Advisors LLC
St Petersburg, FL · Est. 2019
- AUM
- $49M
- Per adviser
- $16M
- Advisers
- 3
No reported disclosures
Aventura Capital Management, LLC
Boca Raton, FL · Est. 2006
- AUM
- $48M
- Per adviser
- $16M
- Advisers
- 3
No reported disclosures
Cnl Residential Credit Manager
Orlando, FL · Est. 2025
- AUM
- $48M
- Per adviser
- $16M
- Advisers
- 3
No reported disclosures
Galapagos Global Capital Management LLC
Miami, FL · Est. 2023
- AUM
- $45M
- Per adviser
- $9M
- Advisers
- 5
No reported disclosures
Eternal Capital, LLC
Miami, FL · Est. 2026
- AUM
- $43M
- Per adviser
- $9M
- Advisers
- 5
No reported disclosures
Prospect Credit Reit Advisor, LLC
West Palm Beach, FL · Est. 2024
- AUM
- $43M
- Per adviser
- $5M
- Advisers
- 9
No reported disclosures
Bequest Capital LLC
Sarasota, FL · Est. 2025
- AUM
- $40M
- Per adviser
- $13M
- Advisers
- 3
No reported disclosures
Leatherback Asset Management, LLC
Palm Beach Gardens, FL · Est. 2020
- AUM
- $35M
- Per adviser
- $35M
- Advisers
- 1
No reported disclosures
R.G. Niederhoffer Capital Management, INC.
Sunny Isles Beach, FL · Est. 2006
- AUM
- $34M
- Per adviser
- $3M
- Advisers
- 12
No reported disclosures
Prospect Enhanced Yield Management, LLC
West Palm Beach, FL · Est. 2025
- AUM
- $32M
- Per adviser
- $4M
- Advisers
- 9
No reported disclosures
Flatiron Fund Management LP
West Palm Beach, FL · Est. 2026
- AUM
- $27M
- Per adviser
- $14M
- Advisers
- 2
No reported disclosures
Alton Road Capital, LP
Vero Beach, FL · Est. 2024
- AUM
- $27M
- Per adviser
- $27M
- Advisers
- 1
No reported disclosures
Finiat, LLC
Mount Dora, FL · Est. 2024
- AUM
- $26M
- Per adviser
- $9M
- Advisers
- 3
No reported disclosures
Financial Planning Services, INC.
Fort Lauderdale, FL · Est. 2020
- AUM
- $20M
- Per adviser
- $20M
- Advisers
- 1
No reported disclosures
Cnl Fund Advisors II, LLC
Orlando, FL · Est. 2015
- AUM
- $20M
- Per adviser
- $7M
- Advisers
- 3
No reported disclosures
Alpha Growth Management LLC
Delray Beach, FL · Est. 2022
- AUM
- $20M
- Per adviser
- $5M
- Advisers
- 4
No reported disclosures
Ot Advisors LLC
Boca Raton, FL · Est. 2023
- AUM
- $15M
- Per adviser
- $8M
- Advisers
- 2
No reported disclosures
Fwg Investment Management
Winter Park, FL · Est. 2022
- AUM
- $14M
- Per adviser
- $7M
- Advisers
- 2
No reported disclosures
Typhon Advisors, LLC
Miami Beach, FL · Est. 2026
- AUM
- $10M
- Per adviser
- $10M
- Advisers
- 1
No reported disclosures
U.S. Cherry LLC
St. Petersburg, FL · Est. 2024
- AUM
- $8M
- Per adviser
- $8M
- Advisers
- 1
No reported disclosures
Coastal Equity Management, LLC
Pensacola, FL · Est. 2024
- AUM
- $7M
- Per adviser
- $4M
- Advisers
- 2
No reported disclosures
Axxes Advisors I LLC
Coral Gables, FL · Est. 2024
- AUM
- $7M
- Per adviser
- $7M
- Advisers
- 1
No reported disclosures
Tcg Strategic Income Advisor LLC
West Palm Beach, FL · Est. 2025
- AUM
- $5M
- Per adviser
- $571,254
- Advisers
- 9
No reported disclosures
Invex Next, LLC
Coral Gables, FL · Est. 2023
- AUM
- $3M
- Per adviser
- $505,333.333
- Advisers
- 6
No reported disclosures
Ned Davis Research, INC.
Sarasota, FL · Est. 2001
- AUM
- $2M
- Per adviser
- $50,485.182
- Advisers
- 44
No reported disclosures
Advisifi LLC
St Petersburg, FL · Est. 2024
- AUM
- $2M
- Per adviser
- $916,421.5
- Advisers
- 2
No reported disclosures
Richmond Capital
Miami, FL · Est. 2023
- AUM
- $927,000
- Per adviser
- $927,000
- Advisers
- 1
No reported disclosures
Openvest
Aventura, FL · Est. 2025
- AUM
- $353,485
- Per adviser
- $353,485
- Advisers
- 1
No reported disclosures
Daba Advisors LLC
Miami, FL · Est. 2022
- AUM
- $228,411
- Per adviser
- $228,411
- Advisers
- 1
No reported disclosures
Bulltick4u Advisor, LLC
Miami, FL · Est. 2022
- AUM
- $142,776
- Per adviser
- $71,388
- Advisers
- 2
No reported disclosures
Axxes Advisors LLC
Coral Gables, FL · Est. 2022
- AUM
- $100,000
- Per adviser
- $100,000
- Advisers
- 1
No reported disclosures
Dinerazo INC.
North Miami, FL · Est. 2021
- AUM
- $7,500
- Per adviser
- $7,500
- Advisers
- 1
No reported disclosures
El Menudo Cuenta LLC
Miami, FL · Est. 2024
- AUM
- $3,600
- Per adviser
- $3,600
- Advisers
- 1
No reported disclosures
Kraken Adviser LLC
Fort Lauderdale, FL · Est. 2025
- AUM
- $377
- Per adviser
- $75.4
- Advisers
- 5
No reported disclosures
Cardone Wealth Advisors
Aventura, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Axxets Wm
Aventura, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Alius Capital Partners
Aventura, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Cmc Advisors, INC.
Boca Raton, FL · Est. 2003
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Slavic Wealth Management, INC.
Boca Raton, FL · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Polen International Equity LLC
Boca Raton, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Remotiv / Financial Soundings
Coconut Grove, FL · Est. 2008
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Seminario Asset Management LLC
Coral Gables, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Meridian Wealth Group
Dade City, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
The Institute Of Financial Wellness, LLC
Fort Lauderdale, FL · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Las Olas Capital Wealth LLC
Fort Lauderdale, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures
Qso Capital Management LLC
Fort Lauderdale, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Robo Advisor, INC.
Lake Mary, FL · Est. 2011
- AUM
- —
- Per adviser
- —
- Advisers
- 1
Dow Family Office Advisory, LLC
Lakewood Ranch, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
Anchor & Oak Wealth Advisors, LLC
Marco Island, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Emcee Invest
Miami, FL · Est. 2018
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Ikalon Advisors LLC
Miami, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Inter Advisors LLC
Miami, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures
Wlt Partners
Miami, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Coolabah Investment Management (USA) INC
Miami, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Fusion Quant Technologies
Miami, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Poolit Fund Management, LLC
Miami, FL · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Pilotai Wealth
Miami, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Green Capital Private Wealth
Miami, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Vector Technologies, LLC
Miami Beach, FL · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Gld Advisors, LLC
Miami Beach, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Together Wealth Group LLC
Miami Beach, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Quant Alpha Decisions LLC
Naples, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Evertern Wealth, LLC
Naples, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Cambier Capital, LLC
Naples, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
William Raveis - Moran Wealth Management, LLC
Naples, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Moola Copilot LLC
Naples, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
International Assets Advisory, LLC
Orlando, FL · Est. 2020
- AUM
- —
- Per adviser
- —
- Advisers
- 3
Cnl Educational Institute, LLC
Orlando, FL · Est. 2015
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Ldn Wealth, LLC
Orlando, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Abacus Asset Management, LLC
Orlando, FL · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Rea Financial
Orlando, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Dignum Et Justum
Saint Augustine, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Plan Confidence Corporation
Sarasota, FL · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Dreams Investment Solutions
Sarasota, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Mavs Wealth Management Group, LLC
St. Petersburg, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Fbmc Retirement Solutions, LLC
Tallahassee, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Interest Financial, LLC
Tampa, FL · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Verdara Ppp LLC
Tampa, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Pfs Signature Wealth
Tampa, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Vlb Capital
Weston, FL · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Trillium Wealth LLC
Winter Park, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 7
No reported disclosures