Research Report · 2026-06-30
Largest Registered Investment Advisers in Florida
Florida SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
1,067
Total AUM
$4.09T
Median AUM
$361.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | MIAMI | 148826 | $570.62B | 3,284 | 2026-06-30 | → |
| 2 | RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG | 705 | $500.96B | 16,780 | 2026-06-30 | → |
| 3 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SAINT PETERSBURG | 149018 | $390.04B | 9,675 | 2026-06-30 | → |
| 4 | GQG PARTNERS LLC | FORT LAUDERDALE | 283720 | $163.86B | 227 | 2026-03-31 | → |
| 5 | ELLIOTT INVESTMENT MANAGEMENT L.P. | WEST PALM BEACH | 307151 | $128.62B | 665 | 2026-05-31 | → |
| 6 | SANDERS CAPITAL, LLC | WEST PALM BEACH | 151480 | $122.18B | 26 | 2026-03-31 | → |
| 7 | DOUBLELINE CAPITAL LP | TAMPA | 152606 | $93.32B | 258 | 2026-03-31 | → |
| 8 | III CAPITAL MANAGEMENT | BOCA RATON | 113539 | $88.24B | 9 | 2026-05-31 | → |
| 9 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 136591 | $87.38B | 481 | 2026-05-31 | → |
| 10 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. | MIAMI BEACH | 110148 | $79.17B | 439 | 2026-03-31 | → |
| 11 | OC INVESTMENT MANAGEMENT LP | MIAMI | 314948 | $75.93B | 15 | 2026-05-31 | → |
| 12 | H.I.G. CAPITAL, LLC | MIAMI | 160711 | $72.33B | 1,039 | 2026-03-31 | → |
| 13 | BAYVIEW ASSET MANAGEMENT, LLC | CORAL GABLES | 157053 | $64.21B | 556 | 2026-05-31 | → |
| 14 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | BOCA RATON | 290954 | $61.10B | 285 | 2026-06-30 | → |
| 15 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2026-06-30 | → |
| 16 | I SQUARED CAPITAL ADVISORS (US) LLC | MIAMI | 168339 | $60.09B | 331 | 2026-03-31 | → |
| 17 | CIFC ASSET MANAGEMENT LLC | MIAMI | 159172 | $44.58B | 200 | 2026-05-31 | → |
| 18 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | JUPITER | 152869 | $36.17B | 144 | 2026-03-31 | → |
| 19 | SANCTUARY ADVISORS, LLC | MIAMI | 226606 | $34.88B | 770 | 2026-06-30 | → |
| 20 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | 312284 | $27.28B | 50 | 2026-04-30 | → |
| 21 | SMARTX ADVISORY SOLUTIONS LLC | WEST PALM BEACH | 297680 | $26.99B | 96 | 2026-03-31 | → |
| 22 | ALPHA WAVE GLOBAL, LP | MIAMI BEACH | 160894 | $26.66B | 113 | 2026-03-31 | → |
| 23 | POLEN CAPITAL MANAGEMENT, LLC | BOCA RATON | 106093 | $24.06B | 168 | 2026-05-31 | → |
| 24 | RIALTO CAPITAL MANAGEMENT, LLC | MIAMI | 159998 | $21.73B | 82 | 2026-04-30 | → |
| 25 | UNIVERSA INVESTMENTS L.P. | MIAMI | 146052 | $21.35B | 20 | 2026-03-31 | → |
| 26 | ARMOUR CAPITAL MANAGEMENT LP | VERO BEACH | 164570 | $21.01B | 20 | 2026-03-31 | → |
| 27 | PENTWATER CAPITAL MANAGEMENT LP | NAPLES | 156873 | $19.26B | 45 | 2026-03-31 | → |
| 28 | 1823 PARTNERS (US) LLC | MIAMI | 333927 | $18.53B | 52 | 2026-03-31 | → |
| 29 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | TAMPA | 115344 | $18.16B | 20 | 2026-03-31 | → |
| 30 | W.E. FAMILY OFFICES, LLC | CORAL GABLES | 109869 | $17.75B | 65 | 2026-04-30 | → |
| 31 | CAPITAL WEALTH PLANNING, LLC | NAPLES | 150764 | $17.25B | 30 | 2026-03-31 | → |
| 32 | CARILLON TOWER ADVISERS, INC. | ST PETERSBURG | 174904 | $16.86B | 175 | 2026-05-31 | → |
| 33 | IFP ADVISORS, LLC | TAMPA | 125112 | $16.29B | 328 | 2026-06-30 | → |
| 34 | ARK INVESTMENT MANAGEMENT LLC | ST. PETERSBURG | 169525 | $15.98B | 58 | 2026-04-30 | → |
| 35 | CONCURRENT INVESTMENT ADVISORS, LLC | TAMPA | 323135 | $15.73B | 188 | 2026-06-30 | → |
| 36 | INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH | 119232 | $15.47B | 41 | 2026-03-31 | → |
| 37 | CV ADVISORS LLC | AVENTURA | 164817 | $15.08B | 82 | 2026-04-30 | → |
| 38 | DIGITAL BRIDGE ADVISORS, LLC | BOCA RATON | 291394 | $14.60B | 174 | 2026-05-31 | → |
| 39 | FRANKLIN ADVISORY SERVICES, LLC | SAN MATEO | 111361 | $14.07B | 2 | 2026-06-30 | → |
| 40 | DYNASTY WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 153377 | $13.88B | 200 | 2026-03-31 | → |
| 41 | CAPACUITY LLC | LAKE MARY | 297679 | $13.87B | 40 | 2026-03-31 | → |
| 42 | BIMINI ADVISORS, LLC | VERO BEACH | 164944 | $11.68B | 10 | 2026-04-30 | → |
| 43 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | MIAMI | 149280 | $10.81B | 23 | 2026-03-31 | → |
| 44 | CARLYLE AVIATION PDP MANAGEMENT LLC | MIAMI | 305746 | $10.40B | 124 | 2026-03-31 | → |
| 45 | KOPERNIK GLOBAL INVESTORS, LLC | TAMPA | 168625 | $10.18B | 44 | 2026-03-31 | → |
| 46 | HOOD RIVER CAPITAL MANAGEMENT LLC | PALM BEACH GARDENS | 166089 | $9.45B | 20 | 2026-05-31 | → |
| 47 | COMVEST CREDIT ADVISORS, LLC | WEST PALM BEACH | 311663 | $9.25B | 150 | 2026-03-31 | → |
| 48 | DEERPATH CAPITAL MANAGEMENT, LP | FORT LAUDERDALE | 160791 | $9.03B | 100 | 2026-03-31 | → |
| 49 | JONATHAN ROBERTS ADVISORY GROUP, INC. | TAMPA | 112294 | $8.25B | 550 | 2026-03-31 | → |
| 50 | BRAMSHILL INVESTMENTS, LLC | NAPLES | 162492 | $8.14B | 38 | 2026-03-31 | → |
| 51 | EDWARDS CAPITAL, LLC | MIAMI | 157864 | $7.89B | 65 | 2026-03-31 | → |
| 52 | AE INDUSTRIAL PARTNERS, LP | BOCA RATON | 173020 | $7.72B | 90 | 2026-03-31 | → |
| 53 | DSM CAPITAL PARTNERS LLC | PALM BEACH GARDENS | 113609 | $7.56B | 25 | 2026-05-31 | → |
| 54 | GRAMERCY FUNDS MANAGEMENT LLC | WEST PALM BEACH | 152209 | $7.42B | 75 | 2026-03-31 | → |
| 55 | DIMENSION CAPITAL MANAGEMENT LLC | CORAL GABLES | 109380 | $7.29B | 50 | 2026-03-31 | → |
| 56 | DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC | MIAMI | 285629 | $7.10B | 3 | 2026-03-31 | → |
| 57 | COMMUNITY CAPITAL MANAGEMENT, LLC | FORT LAUDERDALE | 109368 | $7.00B | 39 | 2026-06-30 | → |
| 58 | DAKOTA WEALTH, LLC | PALM BEACH GARDENS | 297987 | $6.94B | 91 | 2026-03-31 | → |
| 59 | IMPERIAL FUND ASSET MANAGEMENT LLC | FORT LAUDERDALE | 317525 | $6.84B | 12 | 2026-06-30 | → |
| 60 | PROSPECT CAPITAL MANAGEMENT L.P. | WEST PALM BEACH | 131018 | $6.64B | 143 | 2026-03-31 | → |
| 61 | KOVACK ADVISORS, INC. | FT. LAUDERDALE | 140808 | $6.28B | 320 | 2026-04-30 | → |
| 62 | RIVERNORTH CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 122020 | $6.17B | 20 | 2026-03-31 | → |
| 63 | A FIN MANAGEMENT LLC | SUNNY ISLES BEACH | 315482 | $6.16B | 30 | 2026-03-31 | → |
| 64 | PENNANTPARK INVESTMENT ADVISERS, LLC | MIAMI BEACH | 143149 | $6.16B | 91 | 2026-03-31 | → |
| 65 | WARREN EQUITY PARTNERS MANAGER, L.P. | JACKSONVILLE BEACH | 295903 | $6.09B | 67 | 2026-03-31 | → |
| 66 | FACET WEALTH, INC | WEST PALM BEACH | 285961 | $6.04B | 168 | 2026-02-28 | → |
| 67 | TRIVEST INVESTMENT ADVISORS, LLC | CORAL GABLES | 161432 | $6.01B | 100 | 2026-05-31 | → |
| 68 | THIRD LAKE PARTNERS, LLC | TAMPA | 299961 | $5.97B | 16 | 2026-03-31 | → |
| 69 | DEPRINCE, RACE & ZOLLO, INC. | WINTER PARK | 112099 | $5.89B | 27 | 2026-05-31 | → |
| 70 | SUN CAPITAL ADVISORS, L.P. | BOCA RATON | 155109 | $5.84B | 58 | 2026-06-30 | → |
| 71 | GLADSTONE INSTITUTIONAL ADVISORY LLC | PALM BEACH GARDENS | 250787 | $5.68B | 186 | 2026-06-30 | → |
| 72 | ALTAROCK PARTNERS LP | WEST PALM BEACH | 161005 | $5.66B | 7 | 2026-04-30 | → |
| 73 | STWD INVESTMENT MANAGEMENT, LLC | MIAMI BEACH | 288615 | $5.43B | 139 | 2026-03-31 | → |
| 74 | HQ CAPITAL PRIVATE EQUITY LLC | MIAMI | 134231 | $5.40B | 78 | 2026-03-31 | → |
| 75 | SKYE GLOBAL MANAGEMENT LP | WEST PALM BEACH | 283493 | $5.21B | 7 | 2026-03-31 | → |
| 76 | GENTRUST, LLC | MIAMI | 158369 | $5.20B | 40 | 2026-03-31 | → |
| 77 | INSIGNEO ADVISORY SERVICES, LLC | MIAMI | 282589 | $5.16B | 223 | 2026-06-30 | → |
| 78 | CORIENT IA LLC | MIAMI | 326262 | $5.11B | 100 | 2026-06-30 | → |
| 79 | MORAN WEALTH MANAGEMENT, LLC | NAPLES | 319208 | $5.10B | 56 | 2026-06-30 | → |
| 80 | ALIYA CAPITAL PARTNERS LLC | MIAMI | 305988 | $5.09B | 18 | 2026-05-31 | → |
| 81 | NEWPORT GROUP CONSULTING, LLC | LAKE MARY | 140944 | $5.05B | 31 | 2026-03-31 | → |
| 82 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | BOCA RATON | 113833 | $4.97B | 13 | 2026-04-30 | → |
| 83 | TEXAS YALE CAPITAL CORP. | ST. PETERSBURG | 126992 | $4.92B | 7 | 2026-05-31 | → |
| 84 | EULAV ASSET MANAGEMENT | SARASOTA | 156397 | $4.90B | 14 | 2025-07-31 | → |
| 85 | SIRIS CAPITAL GROUP, LLC | WEST PALM BEACH | 157798 | $4.81B | 24 | 2026-03-31 | → |
| 86 | GWN SECURITIES INC. | PALM BEACH GARDENS | 128929 | $4.75B | 707 | 2026-04-30 | → |
| 87 | KINETIC PARTNERS MANAGEMENT, LP | MIAMI | 318097 | $4.73B | 15 | 2026-03-31 | → |
| 88 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 89 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 90 | TEMPLETON INVESTMENT COUNSEL, LLC | FT. LAUDERDALE | 111370 | $4.61B | 31 | 2026-06-30 | → |
| 91 | DWIGHT SECURITIES MANAGEMENT LLC | SUNNY ISLES BEACH | 174984 | $4.56B | 41 | 2026-04-30 | → |
| 92 | CWA ASSET MANAGEMENT GROUP, LLC | NAPLES | 158940 | $4.51B | 67 | 2026-04-30 | → |
| 93 | VALLEY FORGE CAPITAL MANAGEMENT, LP | MIAMI | 162953 | $4.45B | 9 | 2026-03-31 | → |
| 94 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 95 | RWC ASSET ADVISORS (US) LLC | MIAMI | 166517 | $4.38B | 22 | 2026-03-31 | → |
| 96 | GOOD LIFE ADVISORS, LLC | CELEBRATION | 171898 | $4.35B | 135 | 2026-03-31 | → |
| 97 | SIRENIA CAPITAL MANAGEMENT LP | MIAMI BEACH | 340192 | $4.26B | 13 | 2026-05-31 | → |
| 98 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 99 | ARCHPOINT INVESTORS LLC | CORAL GABLES | 151807 | $4.13B | 11 | 2026-03-31 | → |
| 100 | FINACCESS ADVISORS, LLC | MIAMI | 150697 | $4.11B | 13 | 2026-03-31 | → |
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