Research Report · 2026-06-30
Institutional Registered Investment Advisers in Florida
SEC-registered investment advisers in Florida ranked by reported institutional client assets.
Firms
593
Total AUM
$2.64T
Median AUM
$391.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG | 705 | $500.96B | 16,780 | 2026-06-30 | → |
| 2 | SANDERS CAPITAL, LLC | WEST PALM BEACH | 151480 | $122.18B | 26 | 2026-03-31 | → |
| 3 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SAINT PETERSBURG | 149018 | $390.04B | 9,675 | 2026-06-30 | → |
| 4 | SMARTX ADVISORY SOLUTIONS LLC | WEST PALM BEACH | 297680 | $26.99B | 96 | 2026-03-31 | → |
| 5 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | 312284 | $27.28B | 50 | 2026-04-30 | → |
| 6 | III CAPITAL MANAGEMENT | BOCA RATON | 113539 | $88.24B | 9 | 2026-05-31 | → |
| 7 | GQG PARTNERS LLC | FORT LAUDERDALE | 283720 | $163.86B | 227 | 2026-03-31 | → |
| 8 | DOUBLELINE CAPITAL LP | TAMPA | 152606 | $93.32B | 258 | 2026-03-31 | → |
| 9 | 1823 PARTNERS (US) LLC | MIAMI | 333927 | $18.53B | 52 | 2026-03-31 | → |
| 10 | INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH | 119232 | $15.47B | 41 | 2026-03-31 | → |
| 11 | DYNASTY WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 153377 | $13.88B | 200 | 2026-03-31 | → |
| 12 | POLEN CAPITAL MANAGEMENT, LLC | BOCA RATON | 106093 | $24.06B | 168 | 2026-05-31 | → |
| 13 | CAPACUITY LLC | LAKE MARY | 297679 | $13.87B | 40 | 2026-03-31 | → |
| 14 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | MIAMI | 149280 | $10.81B | 23 | 2026-03-31 | → |
| 15 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | TAMPA | 115344 | $18.16B | 20 | 2026-03-31 | → |
| 16 | NEWPORT GROUP CONSULTING, LLC | LAKE MARY | 140944 | $5.05B | 31 | 2026-03-31 | → |
| 17 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | BOCA RATON | 113833 | $4.97B | 13 | 2026-04-30 | → |
| 18 | IFP ADVISORS, LLC | TAMPA | 125112 | $16.29B | 328 | 2026-06-30 | → |
| 19 | DEPRINCE, RACE & ZOLLO, INC. | WINTER PARK | 112099 | $5.89B | 27 | 2026-05-31 | → |
| 20 | THIRD LAKE PARTNERS, LLC | TAMPA | 299961 | $5.97B | 16 | 2026-03-31 | → |
| 21 | SANCTUARY ADVISORS, LLC | MIAMI | 226606 | $34.88B | 770 | 2026-06-30 | → |
| 22 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 23 | HOOD RIVER CAPITAL MANAGEMENT LLC | PALM BEACH GARDENS | 166089 | $9.45B | 20 | 2026-05-31 | → |
| 24 | CIFC ASSET MANAGEMENT LLC | MIAMI | 159172 | $44.58B | 200 | 2026-05-31 | → |
| 25 | DIMENSION CAPITAL MANAGEMENT LLC | CORAL GABLES | 109380 | $7.29B | 50 | 2026-03-31 | → |
| 26 | ADVUS FINANCIAL PARTNERS, LLC | WINTER PARK | 311990 | $3.97B | 16 | 2026-06-30 | → |
| 27 | COMMUNITY CAPITAL MANAGEMENT, LLC | FORT LAUDERDALE | 109368 | $7.00B | 39 | 2026-06-30 | → |
| 28 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | ST. AUGUSTINE | 165895 | $2.83B | 5 | 2026-04-30 | → |
| 29 | INSIGNEO ADVISORY SERVICES, LLC | MIAMI | 282589 | $5.16B | 223 | 2026-06-30 | → |
| 30 | DSM CAPITAL PARTNERS LLC | PALM BEACH GARDENS | 113609 | $7.56B | 25 | 2026-05-31 | → |
| 31 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2026-06-30 | → |
| 32 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | TAMPA | 309550 | $3.88B | 58 | 2026-04-30 | → |
| 33 | ALPHA WAVE GLOBAL, LP | MIAMI BEACH | 160894 | $26.66B | 113 | 2026-03-31 | → |
| 34 | MAS ADVISORS LLC | CORAL GABLES | 165906 | $2.56B | 13 | 2026-03-31 | → |
| 35 | FIDUCIARY FIRST, LLC | MAITLAND | 150330 | $2.46B | 7 | 2026-03-31 | → |
| 36 | CONCURRENT ASSET MANAGEMENT, LLC | TAMPA | 330657 | $2.49B | 3 | 2026-06-30 | → |
| 37 | IMPERIAL FUND ASSET MANAGEMENT LLC | FORT LAUDERDALE | 317525 | $6.84B | 12 | 2026-06-30 | → |
| 38 | MARINER INSTITUTIONAL, LLC | WINTER PARK | 111964 | $2.82B | 148 | 2026-06-30 | → |
| 39 | 3650 REIT INVESTMENT MANAGEMENT LLC | MIAMI | 286013 | $2.43B | 16 | 2026-03-31 | → |
| 40 | INGHAM RUSSELL INVESTMENT ADVISORS INC | MIAMI | 106299 | $2.62B | 10 | 2026-03-31 | → |
| 41 | CEREDEX VALUE ADVISORS LLC | WINTER PARK | 146023 | $3.43B | 13 | 2026-03-31 | → |
| 42 | HQ CAPITAL PRIVATE EQUITY LLC | MIAMI | 134231 | $5.40B | 78 | 2026-03-31 | → |
| 43 | CV ADVISORS LLC | AVENTURA | 164817 | $15.08B | 82 | 2026-04-30 | → |
| 44 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 136591 | $87.38B | 481 | 2026-05-31 | → |
| 45 | RGM CAPITAL, LLC | NAPLES | 136634 | $2.60B | 7 | 2026-03-31 | → |
| 46 | SAWGRASS ASSET MANAGEMENT LLC | PONTE VEDRA BEACH | 108831 | $2.05B | 15 | 2026-04-30 | → |
| 47 | CARLYLE AVIATION PDP MANAGEMENT LLC | MIAMI | 305746 | $10.40B | 124 | 2026-03-31 | → |
| 48 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 49 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | MIAMI | 158905 | $2.30B | 56 | 2026-03-31 | → |
| 50 | BRAMSHILL INVESTMENTS, LLC | NAPLES | 162492 | $8.14B | 38 | 2026-03-31 | → |
| 51 | EVOLUTION WEALTH ADVISORS, LLC | AVENTURA | 285142 | $1.96B | 15 | 2026-03-31 | → |
| 52 | SEAVIEW INVESTMENT MANAGERS LLC | CORAL GABLES | 300155 | $1.37B | 13 | 2026-05-31 | → |
| 53 | KOPERNIK GLOBAL INVESTORS, LLC | TAMPA | 168625 | $10.18B | 44 | 2026-03-31 | → |
| 54 | BAYVIEW ASSET MANAGEMENT, LLC | CORAL GABLES | 157053 | $64.21B | 556 | 2026-05-31 | → |
| 55 | GRAMERCY FUNDS MANAGEMENT LLC | WEST PALM BEACH | 152209 | $7.42B | 75 | 2026-03-31 | → |
| 56 | ANDERSON FINANCIAL PARTNERS, INC. | PONTE VEDRA | 126641 | $1.52B | 4 | 2026-03-31 | → |
| 57 | CREDICORP CAPITAL ADVISORS LLC | MIAMI | 290081 | $1.58B | 26 | 2026-04-30 | → |
| 58 | CARLYLE AVIATION SECURITIES PARTNERS LLC | MIAMI | 168456 | $1.14B | 4 | 2026-03-31 | → |
| 59 | DEERPATH CAPITAL MANAGEMENT, LP | FORT LAUDERDALE | 160791 | $9.03B | 100 | 2026-03-31 | → |
| 60 | PENTWATER CAPITAL MANAGEMENT LP | NAPLES | 156873 | $19.26B | 45 | 2026-03-31 | → |
| 61 | DIGITAL BRIDGE ADVISORS, LLC | BOCA RATON | 291394 | $14.60B | 174 | 2026-05-31 | → |
| 62 | CHANNING GLOBAL ADVISORS, LLC | FORT LAUDERDALE | 290893 | $1.11B | 8 | 2026-03-31 | → |
| 63 | DAYBRIGHT ADVISORY SERVICES, INC. | MIAMI | 133795 | $997.4M | 10 | 2026-03-31 | → |
| 64 | TEMPLETON INVESTMENT COUNSEL, LLC | FT. LAUDERDALE | 111370 | $4.61B | 31 | 2026-06-30 | → |
| 65 | ALLIE FAMILY OFFICE LLC | MIAMI | 307144 | $1.32B | 11 | 2026-03-31 | → |
| 66 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | ORLANDO | 135635 | $921.5M | 6 | 2026-04-30 | → |
| 67 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 68 | A&M PRIVATE WEALTH PARTNERS, LLC | WEST PALM BEACH | 331478 | $1.83B | 28 | 2026-03-31 | → |
| 69 | MAC ALPHA CAPITAL MANAGEMENT, LP | TAMPA | 311412 | $937.8M | 8 | 2026-03-31 | → |
| 70 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 71 | FAI CAPITAL MANAGEMENT | TAMPA | 147025 | $842.1M | 5 | 2026-03-31 | → |
| 72 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 73 | AZIMUT INVESTMENT ADVISORS LLC | MIAMI | 134626 | $1.00B | 10 | 2026-05-31 | → |
| 74 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | TAMPA | 143608 | $2.45B | 39 | 2026-05-31 | → |
| 75 | PIONEER FAMILY OFFICE, LLC | NORTH MIAMI BEACH | 142856 | $956.8M | 5 | 2026-04-30 | → |
| 76 | LAFISE GLOBAL ADVISORS LLC | MIAMI | 331244 | $699.0M | 3 | 2026-03-31 | → |
| 77 | KOVACK ADVISORS, INC. | FT. LAUDERDALE | 140808 | $6.28B | 320 | 2026-04-30 | → |
| 78 | MARTIN INVESTMENT MANAGEMENT, LLC | PALM BEACH GARDENS | 105381 | $888.1M | 12 | 2026-04-30 | → |
| 79 | GFG CAPITAL, LLC | MIAMI | 128059 | $1.01B | 16 | 2026-03-31 | → |
| 80 | CAPITAL WEALTH PLANNING, LLC | NAPLES | 150764 | $17.25B | 30 | 2026-03-31 | → |
| 81 | INDUSTRIAL DEVELOPMENT FUNDING LLC | MIAMI BEACH | 298015 | $624.0M | 5 | 2026-03-31 | → |
| 82 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | FORT LAUDERDALE | 109134 | $1.84B | 14 | 2026-03-31 | → |
| 83 | MORA CAPITAL MANAGEMENT, LLC | MIAMI | 112221 | $1.90B | 49 | 2026-06-30 | → |
| 84 | CANAL ROAD CAPITAL, LLC | MIAMI | 327488 | $1.26B | 16 | 2026-03-31 | → |
| 85 | H.I.G. CAPITAL, LLC | MIAMI | 160711 | $72.33B | 1,039 | 2026-03-31 | → |
| 86 | VECTORGLOBAL IAG, INC. | MIAMI | 147129 | $1.63B | 27 | 2026-06-30 | → |
| 87 | CERTIFIED ADVISORY CORP | ALTAMONTE SPRINGS | 120990 | $3.04B | 39 | 2026-03-31 | → |
| 88 | SOLLINDA CAPITAL MANAGEMENT LLC | MIAMI | 321742 | $1.02B | 20 | 2026-06-30 | → |
| 89 | ALTIUM INVESTMENT STRATEGIES LLC | WESLEY CHAPEL | 333950 | $517.7M | 8 | 2026-03-31 | → |
| 90 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | LAKELAND | 104914 | $2.89B | 60 | 2026-03-31 | → |
| 91 | DAHER CAPITAL GROUP, LLC | JUPITER | 341516 | $490.0M | 1 | 2026-05-31 | → |
| 92 | ZEGA INVESTMENTS, LLC | PALM BEACH GARDENS | 330428 | $614.0M | 10 | 2026-03-31 | → |
| 93 | INDIVISIBLE PARTNERS, LLC | CLEARWATER | 332431 | $2.08B | 24 | 2026-05-31 | → |
| 94 | BRIGHTSIDE CAPITAL PARTNERS LLC | LANTANA | 338288 | $472.8M | 12 | 2026-03-31 | → |
| 95 | CONCISE CAPITAL MANAGEMENT, LP | MIAMI | 145778 | $838.6M | 12 | 2026-05-31 | → |
| 96 | POWER SUSTAINABLE MANAGER US, INC. | MIAMI | 325145 | $1.07B | 31 | 2026-03-31 | → |
| 97 | WHITESTAR ADVISORS, LLC | BOCA RATON | 124627 | $454.5M | 8 | 2026-03-31 | → |
| 98 | ARK INVESTMENT MANAGEMENT LLC | ST. PETERSBURG | 169525 | $15.98B | 58 | 2026-04-30 | → |
| 99 | TRG ADVISORS, INC. | LAKEWOOD RANCH | 297171 | $547.7M | 3 | 2025-03-31 | → |
| 100 | BRAINVEST WEALTH MANAGEMENT LLC | MIAMI | 289743 | $690.9M | 8 | 2026-04-30 | → |
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