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 | |
|---|---|---|---|---|---|---|---|
| 501 | ANTONETTI CAPITAL MANAGEMENT, LLC | NAPLES | 156551 | $129.4M | 2 | 2026-02-28 | → |
| 502 | LYONS WEALTH MANAGEMENT, LLC | WINTER PARK | 150581 | $109.1M | 4 | 2026-04-30 | → |
| 503 | MFP FINANCIAL SERVICES, LLC | SAFETY HARBOR | 331681 | $361.0M | 5 | 2026-03-31 | → |
| 504 | PRINCE ASSET MANAGEMENT, INC. | SARASOTA | 141567 | $137.7M | 3 | 2026-03-31 | → |
| 505 | KINGSMAN WEALTH MANAGEMENT INC. | PENSACOLA | 319238 | $235.0M | 3 | 2026-03-31 | → |
| 506 | E. BATOFF & CO., INC. | TAMPA | 124815 | $249.2M | 1 | 2026-03-31 | → |
| 507 | GLOBAL OPPORTUNE INVESTMENTS LLC | MIAMI | 319494 | $111.3M | 3 | 2026-04-30 | → |
| 508 | HOWLAND AND ASSOCIATES, LLC | ST PETERSBURG | 106963 | $138.7M | 5 | 2026-06-30 | → |
| 509 | REALITY FINANCIAL PLANNING SERVICES, LLC | SARASOTA | 143352 | $125.9M | 2 | 2026-03-31 | → |
| 510 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | ORLANDO | 154616 | $329.7M | 8 | 2026-03-31 | → |
| 511 | CENTER FOR ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 147981 | $257.1M | 6 | 2026-03-31 | → |
| 512 | STORGE PARTNERS ECONOMIC STUDIES LLC | CORAL GABLES | 305395 | $866.6M | 5 | 2026-02-28 | → |
| 513 | AVIANCE CAPITAL PARTNERS LLC | NAPLES | 146597 | $1.13B | 11 | 2026-04-30 | → |
| 514 | FIDUCIARY WEALTH ADVISORS, LLC | SARASOTA | 170709 | $114.1M | 1 | 2025-02-28 | → |
| 515 | BARR FINANCIAL SERVICES, LLC | WINTER PARK | 125444 | $269.2M | 2 | 2026-05-31 | → |
| 516 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 517 | SUCCESSFUL PORTFOLIOS LLC | CLEARWATER | 152429 | $281.5M | 3 | 2026-03-31 | → |
| 518 | BLUEPRINT WEALTH MANAGEMENT, LLC | THE VILLAGES | 169997 | $145.7M | 19 | 2026-03-31 | → |
| 519 | SAGACE WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 307212 | $162.7M | 7 | 2026-02-28 | → |
| 520 | KANEN WEALTH MANAGEMENT LLC | COCONUT CREEK | 282746 | $404.6M | 5 | 2026-05-31 | → |
| 521 | WAYPOINTS FINANCIAL, LLC | SEBRING | 157494 | $157.7M | 3 | 2026-03-31 | → |
| 522 | ANCHOR WEALTH MANAGEMENT GROUP LLC | WEST PALM BEACH | 329286 | $233.0M | 1 | 2026-03-31 | → |
| 523 | UNIFIED WEALTH MANAGEMENT LLC | OLDSMAR | 284553 | $151.3M | 2 | 2026-03-31 | → |
| 524 | MANNA WEALTH MANAGEMENT INC. | MIAMI BEACH | 332313 | $146.1M | 2 | 2026-03-31 | → |
| 525 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 526 | CORE WEALTH ADVISORS, INC. | LAKELAND | 174386 | $702.1M | 13 | 2026-06-30 | → |
| 527 | CRAFT ASSET MANAGEMENT LLC | TAMPA | 289557 | $120.8M | 7 | 2026-05-31 | → |
| 528 | MOISAND FITZGERALD TAMAYO, LLC | ORLANDO | 109419 | $1.35B | 30 | 2026-03-31 | → |
| 529 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | SAINT AUGUSTINE | 312164 | $185.9M | 3 | 2026-03-31 | → |
| 530 | ARMADA ADVISORS, INC. | PENSACOLA | 150416 | $190.3M | 2 | 2026-02-28 | → |
| 531 | ELEMENT POINTE ADVISORS, LLC | MIAMI | 282750 | $1.22B | 11 | 2026-05-31 | → |
| 532 | BRIA CAPITAL GROUP, LLC | WESLEY CHAPEL | 175258 | $155.1M | 5 | 2026-03-31 | → |
| 533 | COVINGTONALSINA, LLC | JACKSONVILLE | 326810 | $282.9M | 5 | 2026-04-30 | → |
| 534 | INVESTMENT ADVISORY SERVICES GROUP LLC | BOCA RATON | 323361 | $179.3M | 9 | 2026-02-28 | → |
| 535 | SULZBERGER CAPITAL ADVISORS, INC. | MIAMI | 174673 | $117.1M | 2 | 2026-05-31 | → |
| 536 | NAPLES MONEY MANAGEMENT LLC | NAPLES | 153499 | $164.4M | 6 | 2026-04-30 | → |
| 537 | MCDONOUGH CAPITAL MANAGEMENT, INC. | ORLANDO | 143767 | $258.2M | 3 | 2026-06-30 | → |
| 538 | WILLIAMS WEALTH MANAGEMENT GROUP, INC. | BRADENTON | 147341 | $161.0M | 1 | 2026-03-31 | → |
| 539 | SECOND HALF FINANCIAL PARTNERS, LLC | SEBRING | 163454 | $128.0M | 5 | 2026-04-30 | → |
| 540 | IUR CAPITAL, LLC | MIAMI | 153630 | $4.7M | 1 | 2026-02-28 | → |
| 541 | MILLARES ASSET MANAGEMENT, LLC | CORAL GABLES | 144620 | $236.2M | 3 | 2026-02-28 | → |
| 542 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
| 543 | DOUGHERTY & ASSOCIATES, LLC | SPRING HILL | 142284 | $141.1M | 4 | 2026-04-30 | → |
| 544 | BUCKET LIST WEALTH MANAGEMENT, LLC | THE VILLAGES | 286494 | $224.2M | 2 | 2026-03-31 | → |
| 545 | ALIGN PRIVATE CAPITAL | SARASOTA | 304506 | $226.2M | 6 | 2026-06-30 | → |
| 546 | CAPSTONE WEALTH MANAGEMENT CORP. | LAKELAND | 165359 | $109.4M | 5 | 2026-03-31 | → |
| 547 | MOTIV8 INVESTMENTS LLC | PORT ST LUCIE | 285560 | $219.1M | 21 | 2026-03-31 | → |
| 548 | STRONGHOLD WEALTH MANAGEMENT L.L.C. | TAMPA | 161194 | $172.9M | 2 | 2026-03-31 | → |
| 549 | JAKE CARRIS FINANCIAL PLANNING, LLC | ORLANDO | 290061 | $109.7M | 1 | 2026-03-31 | → |
| 550 | LUMA CAPITAL LLC | NAPLES | 119576 | $135.8M | 2 | 2026-03-31 | → |
| 551 | UNIFY FINANCIAL LLC | CLEARWATER | 324120 | $155.8M | 3 | 2026-04-30 | → |
| 552 | MRA ADVISORY GROUP | SARASOTA | 287933 | $361.3M | 13 | 2026-04-30 | → |
| 553 | MALLINI COMPLETE FINANCIAL PLANNING LLC | GAINESVILLE | 175341 | $176.0M | 4 | 2026-03-31 | → |
| 554 | ADVISIFI LLC | ST PETERSBURG | 332477 | $1.8M | 6 | 2026-03-31 | → |
| 555 | CYPRESS CAPITAL GROUP, INC. | PALM BEACH | 121923 | $57.5M | 7 | 2025-08-31 | → |
| 556 | GALLATIN & COMPANY, LLC | VERO BEACH | 111984 | $98.1M | 1 | 2026-02-28 | → |
| 557 | EPIC ADVISORY SERVICES CORP | BOCA RATON | 176526 | $134.3M | 23 | 2026-05-31 | → |
| 558 | DELTA ADVISORY GROUP, INC. | MAITLAND | 105966 | $216.3M | 8 | 2026-03-31 | → |
| 559 | QP WEALTH MANAGEMENT, LLC | BOCA RATON | 301071 | $405.0M | 7 | 2026-05-31 | → |
| 560 | AMUNI FINANCIAL, INC. | ST PETERSBURG | 8365 | $194.6M | 21 | 2026-03-31 | → |
| 561 | DESTINY WEALTH PARTNERS, LLC | TAVARES | 171346 | $947.3M | 26 | 2026-06-30 | → |
| 562 | GORDON ASSET MANAGEMENT LLC | WEST PALM BEACH | 137136 | $128.9M | 3 | 2026-02-28 | → |
| 563 | PREMIER PRIVATE WEALTH MANAGEMENT, LLC | PALM HARBOR | 331860 | $126.3M | 4 | 2026-02-28 | → |
| 564 | GLOBAL TRUST WEALTH MANAGEMENT LLC | WEST PALM BEACH | 333458 | $213.7M | 5 | 2026-02-28 | → |
| 565 | MENDOZA PRIVATE WEALTH INC. | MIAMI | 329126 | $101.4M | 1 | 2026-03-31 | → |
| 566 | LMPG WEALTH ADVISORS, LLC | MIAMI | 328251 | $131.7M | 3 | 2026-03-31 | → |
| 567 | RESHAPE, LLC | BOCA RATON | 330582 | $232.2M | 3 | 2026-03-31 | → |
| 568 | LIFE PLANNING PARTNERS, INC. | JACKSONVILLE | 129338 | $354.0M | 8 | 2026-01-31 | → |
| 569 | REES WEALTH MANAGEMENT, LLC | SARASOTA | 335458 | $115.7M | 2 | 2026-03-31 | → |
| 570 | OXENFREE CAPITAL LLC | MELBOURNE | 327105 | $249.8M | 8 | 2026-06-30 | → |
| 571 | TRUSTWELL FINANCIAL ADVISORS, LLC | JACKSONVILLE | 108426 | $260.8M | 7 | 2026-03-31 | → |
| 572 | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC | THE VILLAGES | 291380 | $332.8M | 17 | 2026-03-31 | → |
| 573 | SEVEN HILLS FINANCIAL, LLC | TALLAHASSEE | 143190 | $280.9M | 5 | 2026-03-31 | → |
| 574 | STERLING BRIDGE FINANCIAL GROUP LLC | PALM HARBOR | 304409 | $131.1M | 8 | 2026-03-31 | → |
| 575 | SCHAFFER & COMPANY ASSET MANAGEMENT, INC. | JACKSONVILLE | 138463 | $90.8M | 1 | 2026-03-31 | → |
| 576 | AUREUM WEALTH MANAGEMENT, LLC | NORTH PALM BEACH | 272027 | $150.6M | 4 | 2026-04-30 | → |
| 577 | BELLEAIR WEALTH MANAGEMENT, LLC | BELLEAIR BLUFFS | 131666 | $111.2M | 6 | 2026-03-31 | → |
| 578 | ROGAN & ASSOCIATES, INC. | SAFETY HARBOR | 42762 | $709.6M | 14 | 2026-05-31 | → |
| 579 | PROATHLETE WEALTH MANAGEMENT LLC | BOCA RATON | 317372 | $402.2M | 5 | 2026-05-31 | → |
| 580 | BASE WEALTH MANAGEMENT LLC | LAKEWOOD RANCH | 321991 | $326.3M | 15 | 2026-03-31 | → |
| 581 | KAHN FINANCIAL GROUP, INC. | CLEARWATER | 134802 | $122.6M | 2 | 2026-03-31 | → |
| 582 | CARDEA CAPITAL ADVISORS, LLC | VERO BEACH | 307600 | $124.2M | 9 | 2026-06-30 | → |
| 583 | TIM LOONEY INVESTMENTS, LLC | LONGWOOD | 164413 | $490.3M | 4 | 2026-03-31 | → |
| 584 | RESNICK WEALTH ALLIANCE, LLC | PALM BEACH GARDENS | 316188 | $121.1M | 2 | 2026-05-31 | → |
| 585 | EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS | 307644 | $171.7M | 7 | 2026-03-31 | → |
| 586 | HERITAGE OAK WEALTH ADVISORS LLC | SANTA ROSA BEACH | 323925 | $347.4M | 11 | 2026-02-28 | → |
| 587 | COMPREHENSIVE WEALTH SOLUTIONS, LLC | BOCA RATON | 131324 | $374.3M | 3 | 2026-03-31 | → |
| 588 | CAMPBELL FINANCIAL PARTNERS, LLC | FORT MYERS | 142889 | $202.7M | 2 | 2026-05-31 | → |
| 589 | ALPHAQ ADVISORS LLC | WINTER PARK | 141006 | $90.6M | 2 | 2026-02-28 | → |
| 590 | MACLENDON WEALTH MANAGEMENT, LLC | DELRAY BEACH | 157819 | $129.6M | 3 | 2026-03-31 | → |
| 591 | OXFORD WEALTH GROUP, LLC | ORLANDO | 319561 | $327.9M | 14 | 2026-05-31 | → |
| 592 | BLUE INVESTMENT MANAGEMENT, LLC | MIAMI BEACH | 318610 | $341.4M | 4 | 2026-03-31 | → |
| 593 | NAPLES WEALTH PLANNING, LLC | BONITA SPRINGS | 330316 | $226.9M | 13 | 2026-04-30 | → |
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