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 | |
|---|---|---|---|---|---|---|---|
| 301 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 302 | ROSEMAWR MANAGEMENT LLC | MIAMI BEACH | 148984 | $843.6M | 23 | 2026-06-30 | → |
| 303 | DONALD L. HAGAN, LLC | SARASOTA | 139671 | $842.8M | 10 | 2025-10-31 | → |
| 304 | FAI CAPITAL MANAGEMENT | TAMPA | 147025 | $842.1M | 5 | 2026-03-31 | → |
| 305 | AUA PRIVATE EQUITY PARTNERS, LLC | WEST PALM BEACH | 170597 | $841.8M | 11 | 2026-03-31 | → |
| 306 | CONCISE CAPITAL MANAGEMENT, LP | MIAMI | 145778 | $838.6M | 12 | 2026-05-31 | → |
| 307 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | SARASOTA | 290006 | $828.3M | 6 | 2026-03-31 | → |
| 308 | WALSH & ASSOCIATES, LLC | SARASOTA | 144441 | $827.7M | 15 | 2026-03-31 | → |
| 309 | PALATINE FUND ADVISORS, LLC | MIAMI | 168077 | $821.4M | 21 | 2026-03-31 | → |
| 310 | SEGRA CAPITAL MANAGEMENT, LLC | PALM BEACH | 167306 | $820.7M | 5 | 2026-03-31 | → |
| 311 | SHORELINE EQUITY PARTNERS, LLC | NEPTUNE BEACH | 301128 | $815.2M | 23 | 2026-03-31 | → |
| 312 | AMERICAN VENTURES IM LLC | PALM BEACH GARDENS | 337677 | $813.7M | 3 | 2026-06-30 | → |
| 313 | ANDBANC ADVISORY LLC | MIAMI | 150463 | $806.5M | 13 | 2026-05-31 | → |
| 314 | FIRESTONE CAPITAL MANAGEMENT INC | SOUTH MIAMI | 106366 | $806.2M | 7 | 2026-06-30 | → |
| 315 | PSI ADVISORS, LLC | TAMPA | 285880 | $800.9M | 22 | 2026-03-31 | → |
| 316 | FORTRESS WEALTH PLANNING, LLC | PONTE VEDRA BEACH | 307618 | $793.9M | 6 | 2026-03-31 | → |
| 317 | XP ADVISORY US, INC. | MIAMI | 173779 | $792.3M | 34 | 2026-04-30 | → |
| 318 | NEW WAVE LOANS RESIDENTIAL, LLC | NORTH MIAMI BEACH | 326888 | $787.4M | 16 | 2026-03-31 | → |
| 319 | AUGUSTINE ASSET MANAGEMENT INC | JACKSONVILLE | 105801 | $783.3M | 8 | 2026-03-31 | → |
| 320 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
| 321 | AMERANT INVESTMENTS, INC. | CORAL GABLES | 117284 | $782.4M | 35 | 2026-04-30 | → |
| 322 | PORTFOLIO MEDICS, LLC | BONITA SPRINGS | 145958 | $780.5M | 75 | 2026-06-30 | → |
| 323 | ARTIA GLOBAL PARTNERS LP | MIAMI | 322091 | $778.9M | 5 | 2026-03-31 | → |
| 324 | KLH CAPITAL PARTNERS, L.P. | TAMPA | 304294 | $773.9M | 20 | 2026-03-31 | → |
| 325 | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | BOCA RATON | 287966 | $766.1M | 14 | 2026-05-31 | → |
| 326 | ORANGE INVESTMENT ADVISORS, LLC | WINTER PARK | 289406 | $765.0M | 4 | 2026-03-31 | → |
| 327 | FSA INVESTMENT GROUP, LLC | PENSACOLA | 163641 | $761.8M | 12 | 2026-05-31 | → |
| 328 | INVEX ADVISORS LLC | CORAL GABLES | 164519 | $759.3M | 8 | 2026-03-31 | → |
| 329 | LIGHTHOUSE FINANCIAL LLC | SAINT PETERSBURG | 137277 | $755.6M | 1 | 2026-06-30 | → |
| 330 | GATOR CAPITAL MANAGEMENT, LLC | TAMPA | 147067 | $751.1M | 7 | 2026-04-30 | → |
| 331 | QTR FAMILY WEALTH, LLC | LAKE MARY | 331655 | $749.3M | 7 | 2026-03-31 | → |
| 332 | FIDUCIARY FAMILY OFFICE, LLC | BOCA RATON | 326990 | $747.7M | 3 | 2026-03-31 | → |
| 333 | DUDLEY & SHANLEY, INC. | PALM BEACH | 157515 | $746.8M | 5 | 2026-03-31 | → |
| 334 | TREMBLANT CAPITAL LP | WEST PALM BEACH | 138743 | $744.6M | 19 | 2026-03-31 | → |
| 335 | BAYSHORE ASSET MANAGEMENT, LLC | CORAL GABLES | 144191 | $740.1M | 4 | 2026-03-31 | → |
| 336 | INCASA LLC | MIAMI | 174058 | $725.2M | 3 | 2026-03-31 | → |
| 337 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | FORT LAUDERDALE | 286005 | $722.8M | 42 | 2026-03-31 | → |
| 338 | MATERETSKY FINANCIAL GROUP, INC. | BOYNTON BEACH | 292353 | $720.8M | 9 | 2026-03-31 | → |
| 339 | SAAGA, LLC | MIAMI | 327015 | $717.5M | 6 | 2026-03-31 | → |
| 340 | G. A. REPPLE & COMPANY | CASSELBERRY | 17486 | $716.3M | 53 | 2026-03-31 | → |
| 341 | ASTON CAPITAL MANAGEMENT | CORAL GABLES | 291310 | $711.8M | 3 | 2026-03-31 | → |
| 342 | ROGAN & ASSOCIATES, INC. | SAFETY HARBOR | 42762 | $709.6M | 14 | 2026-05-31 | → |
| 343 | BENCH WALK ADVISORS LLC | BOCA RATON | 313945 | $707.6M | 15 | 2026-06-30 | → |
| 344 | MORANGIE MANAGEMENT LLC | VERO BEACH | 332949 | $706.0M | 7 | 2026-03-31 | → |
| 345 | CORE WEALTH ADVISORS, INC. | LAKELAND | 174386 | $702.1M | 13 | 2026-06-30 | → |
| 346 | LAFISE GLOBAL ADVISORS LLC | MIAMI | 331244 | $699.0M | 3 | 2026-03-31 | → |
| 347 | MAXIMAI INVESTMENT PARTNERS, LLC | CORAL GABLES | 284919 | $695.8M | 8 | 2026-03-31 | → |
| 348 | ICV PARTNERS, LLC | MIAMI | 160651 | $694.1M | 13 | 2026-03-31 | → |
| 349 | BRAINVEST WEALTH MANAGEMENT LLC | MIAMI | 289743 | $690.9M | 8 | 2026-04-30 | → |
| 350 | ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | CORAL GABLES | 152104 | $690.9M | 10 | 2026-04-30 | → |
| 351 | SYNERGY INVESTMENT MANAGEMENT LLC | ALTAMONTE SPRINGS | 305961 | $681.5M | 22 | 2026-05-31 | → |
| 352 | ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC | BOCA RATON | 159393 | $679.5M | 47 | 2026-03-31 | → |
| 353 | HUDSON VALUE PARTNERS, LLC | PALM BEACH | 301325 | $678.3M | 4 | 2026-06-30 | → |
| 354 | SUMMIT WEALTH PARTNERS, LLC | ORLANDO | 283648 | $675.7M | 21 | 2026-03-31 | → |
| 355 | TOUNJIAN ADVISORY PARTNERS LLC | FORT MYERS | 329635 | $675.5M | 10 | 2026-03-31 | → |
| 356 | TRUVESTMENTS CAPITAL LLC | SARASOTA | 291297 | $660.8M | 17 | 2026-03-31 | → |
| 357 | HIGHPOST CAPITAL, LLC | WEST PALM BEACH | 307798 | $657.2M | 14 | 2026-05-31 | → |
| 358 | POLAR CAPITAL (AMERICA) CORPORATION | TAMPA | 155389 | $656.1M | 12 | 2026-06-30 | → |
| 359 | COLLABORATIVE WEALTH MANAGEMENT, INC. | LAKE MARY | 142106 | $653.3M | 13 | 2026-03-31 | → |
| 360 | DALE K. EHRHART, INC. | VENICE | 35971 | $648.8M | 6 | 2026-03-31 | → |
| 361 | POWELL INVESTMENT ADVISORS, LLC | MIAMI | 160333 | $648.0M | 2 | 2026-03-31 | → |
| 362 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $642.6M | 5 | 2026-06-30 | → |
| 363 | EVE PARTNERS, LLC | PONTE VEDRA BEACH | 307661 | $641.3M | 14 | 2026-05-31 | → |
| 364 | VIZCAYA CAPITAL, LLC | MIAMI | 170518 | $631.4M | 9 | 2026-06-30 | → |
| 365 | CENTRICA WEALTH MANAGEMENT, LLC | MIAMI | 335042 | $627.4M | 3 | 2026-02-28 | → |
| 366 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 367 | INDUSTRIAL DEVELOPMENT FUNDING LLC | MIAMI BEACH | 298015 | $624.0M | 5 | 2026-03-31 | → |
| 368 | CPA ASSET MANAGEMENT GROUP, LLC | WEST PALM BEACH | 107833 | $619.2M | 11 | 2026-02-28 | → |
| 369 | TACTIVE ADVISORS, LLC | SARASOTA | 309311 | $619.0M | 15 | 2026-06-30 | → |
| 370 | H.I.G. WHITEHORSE ADVISERS, LLC | MIAMI | 164905 | $615.1M | 82 | 2026-03-31 | → |
| 371 | DARWIN WEALTH MANAGEMENT, LLC | TAMPA | 166585 | $614.5M | 10 | 2026-03-31 | → |
| 372 | ZEGA INVESTMENTS, LLC | PALM BEACH GARDENS | 330428 | $614.0M | 10 | 2026-03-31 | → |
| 373 | ROSE CAPITAL ADVISORS, LLC | MIAMI BEACH | 173054 | $608.3M | 14 | 2026-04-30 | → |
| 374 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 375 | DESTINY FAMILY OFFICE | TAVARES | 338015 | $605.1M | 7 | 2026-06-30 | → |
| 376 | DEUTERIUM CAPITAL MANAGEMENT, LLC | CLEARWATER | 294051 | $603.7M | 8 | 2026-04-30 | → |
| 377 | GDA LUMA CAPITAL MANAGEMENT, LP | MIAMI | 314502 | $592.4M | 14 | 2026-03-31 | → |
| 378 | FLORIDA ATLANTIC SECURITIES CORP. | MIAMI | 43272 | $590.0M | 4 | 2026-06-30 | → |
| 379 | BH3 FUND ADVISORS, LLC | FORT LAUDERDALE | 298967 | $584.7M | 29 | 2026-03-31 | → |
| 380 | VINE INVESTMENT ADVISORS, LP | PALM BEACH GARDENS | 157341 | $583.5M | 1 | 2026-03-31 | → |
| 381 | 55 NORTH PRIVATE WEALTH, LLC | WINTER PARK | 325325 | $581.3M | 8 | 2026-03-31 | → |
| 382 | HARVEY CAPITAL MANAGEMENT INC | PALM BEACH | 106224 | $579.4M | 5 | 2026-03-31 | → |
| 383 | SILVERVIEW CREDIT PARTNERS LP | TAMPA | 282955 | $577.3M | 14 | 2026-03-31 | → |
| 384 | REZNY WEALTH MANAGEMENT, INC. | FORT MYERS | 109638 | $576.0M | 7 | 2026-05-31 | → |
| 385 | SOUTHOCEAN CAPITAL PARTNERS, LLC | FT. LAUDERDALE | 171580 | $575.3M | 8 | 2026-03-31 | → |
| 386 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | JACKSONVILLE | 169274 | $571.2M | 3 | 2026-02-28 | → |
| 387 | TYRO CAPITAL MANAGEMENT, LLC | MIAMI | 312329 | $570.9M | 6 | 2026-04-30 | → |
| 388 | INCA INVESTMENTS, LLC | MIAMI | 131194 | $569.6M | 9 | 2026-04-30 | → |
| 389 | DRIFTWOOD ADVISORS, LLC | CORAL GABLES | 307316 | $568.8M | 52 | 2026-06-30 | → |
| 390 | BR CAPITAL ADVISORS LLC | CORAL GABLES | 310003 | $568.4M | 6 | 2026-03-31 | → |
| 391 | FFG PARTNERS, LLC | FORT LAUDERDALE | 318641 | $567.4M | 8 | 2026-03-31 | → |
| 392 | WHITE WOLF CAPITAL ADVISORS, LLC | MIAMI | 311816 | $566.8M | 19 | 2026-03-31 | → |
| 393 | ATTICUS WEALTH MANAGEMENT, LLC | PALM BEACH GARDENS | 296949 | $565.3M | 8 | 2026-05-31 | → |
| 394 | DOWNTOWN WEALTH STUDIOS, LLC | MIAMI | 325213 | $563.5M | 5 | 2026-03-31 | → |
| 395 | DARA CAPITAL US, INC. | MIAMI | 153544 | $563.1M | 3 | 2026-03-31 | → |
| 396 | PAULSON WEALTH MANAGEMENT INC. | WEST PALM BEACH | 150374 | $558.9M | 11 | 2026-03-31 | → |
| 397 | F&V CAPITAL MANAGEMENT, L.L.C. | BOCA RATON | 146399 | $557.8M | 7 | 2026-02-28 | → |
| 398 | FINANCIAL HARVEST, LLC | WINTER PARK | 148271 | $557.4M | 9 | 2026-02-28 | → |
| 399 | LAS OLAS CAPITAL ADVISORS, LLC | FORT LAUDERDALE | 175077 | $551.9M | 8 | 2026-03-31 | → |
| 400 | GLOBAL ASSETS ADVISORY, LLC | ORLANDO | 300460 | $551.7M | 29 | 2026-06-30 | → |
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