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 | |
|---|---|---|---|---|---|---|---|
| 501 | SOLOMON API LLC | ROCKLEDGE | 159471 | $389.0M | 3 | 2026-06-30 | → |
| 502 | MONORAIL SECURITIES LLC | SARASOTA | 285309 | $388.7M | 7 | 2026-03-31 | → |
| 503 | HD MONEY, INC. | SARASOTA | 167623 | $386.1M | 12 | 2026-03-31 | → |
| 504 | ALTERNATIVE INVESTMENT ADVISORS, LLC | MAITLAND | 160108 | $385.9M | 15 | 2026-03-31 | → |
| 505 | RANCH CAPITAL ADVISORS INC. | SARASOTA | 300966 | $385.5M | 7 | 2026-03-31 | → |
| 506 | GLOBAL TRUST ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 143120 | $384.5M | 12 | 2026-01-31 | → |
| 507 | WEATHERVANE ASSET MANAGEMENT LLC | FORT LAUDERDALE | 312424 | $384.1M | 4 | 2026-03-31 | → |
| 508 | KEATING INVESTMENT COUNSELORS INC | DELRAY BEACH | 110134 | $383.1M | 3 | 2026-04-30 | → |
| 509 | ONE + ONE WEALTH MANAGEMENT, LLC | JUPITER | 310906 | $383.0M | 5 | 2026-02-28 | → |
| 510 | CANOPY 360 WEALTH, LLC | OCALA | 296771 | $382.8M | 9 | 2026-01-31 | → |
| 511 | CLEARSHARES LLC | MARCO ISLAND | 157531 | $382.5M | 3 | 2026-04-30 | → |
| 512 | EATON FINANCIAL HOLDINGS COMPANY, LLC | CORAL SPRINGS | 316323 | $382.2M | 4 | 2026-03-31 | → |
| 513 | MYRIAD ASSET MANAGEMENT ADVISORS LLC | WEST PALM BEACH | 335546 | $380.9M | 5 | 2026-02-28 | → |
| 514 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 515 | AGNELLO FINANCIAL GROUP, INC. | WEST PALM BEACH | 141522 | $378.6M | 4 | 2026-02-28 | → |
| 516 | BOCA WEALTH ADVISORS, LLC | BOCA RATON | 108038 | $378.6M | 2 | 2026-01-31 | → |
| 517 | FINANCIAL ADVISORY PARTNERS, LLC | WINTER PARK | 310914 | $377.8M | 3 | 2026-05-31 | → |
| 518 | PINVEST LLC | CORAL GABLES | 331586 | $377.5M | 4 | 2026-06-30 | → |
| 519 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 520 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
| 521 | CIBEST CAPITAL ADVISORY SERVICES LLC | MIAMI | 317663 | $374.8M | 7 | 2026-03-31 | → |
| 522 | AVENTURA PRIVATE WEALTH, LLC | AVENTURA | 332630 | $374.8M | 5 | 2026-05-31 | → |
| 523 | COMPREHENSIVE WEALTH SOLUTIONS, LLC | BOCA RATON | 131324 | $374.3M | 3 | 2026-03-31 | → |
| 524 | BLACKRIDGE ASSET MANAGEMENT, LLC | JUPITER | 277085 | $370.3M | 72 | 2026-05-31 | → |
| 525 | LRZ CAPITAL LLC | MIAMI | 333746 | $370.0M | 3 | 2026-04-30 | → |
| 526 | ARAGON GLOBAL MANAGEMENT, LP | MIAMI | 156043 | $369.0M | 3 | 2026-05-31 | → |
| 527 | AFT, FORSYTH & SOBER, LLC | VALRICO | 162858 | $368.5M | 2 | 2026-05-31 | → |
| 528 | HIGHLAND INVESTMENT ADVISORS LLC | PONTE VEDRA | 141694 | $368.3M | 11 | 2026-06-30 | → |
| 529 | SCHORN WEALTH, LLC | ENGLEWOOD | 304104 | $367.8M | 12 | 2026-02-28 | → |
| 530 | INVENIO WEALTH PARTNERS, LLC | CORAL GABLES | 323039 | $364.0M | 5 | 2026-06-30 | → |
| 531 | C CUBED CAPITAL PARTNERS, LLC | BOCA RATON | 328128 | $362.7M | 8 | 2026-03-31 | → |
| 532 | ROUND TABLE CAPITAL MANAGEMENT, L.P. | MIAMI | 307065 | $362.4M | 3 | 2026-03-31 | → |
| 533 | MRA ADVISORY GROUP | SARASOTA | 287933 | $361.3M | 13 | 2026-04-30 | → |
| 534 | MFP FINANCIAL SERVICES, LLC | SAFETY HARBOR | 331681 | $361.0M | 5 | 2026-03-31 | → |
| 535 | ACP CAPITAL MANAGEMENT, LLC | MIAMI | 138556 | $360.3M | 17 | 2026-03-31 | → |
| 536 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | JACKSONVILLE | 329038 | $359.6M | 6 | 2026-03-31 | → |
| 537 | NOVAK & POWELL FINANCIAL SERVICES, INC. | ST. PETERSBURG | 112970 | $359.5M | 7 | 2026-03-31 | → |
| 538 | AURORA INVESTMENT MANAGERS, LLC | NAPLES | 146325 | $358.7M | 4 | 2026-02-28 | → |
| 539 | LIFESPAN FINANCIAL STRATEGIES, INC. | WESTON | 119800 | $357.4M | 6 | 2026-03-31 | → |
| 540 | SALTMARSH FINANCIAL ADVISORS, LLC | PENSACOLA | 132248 | $356.5M | 6 | 2026-03-31 | → |
| 541 | LIFE PLANNING PARTNERS, INC. | JACKSONVILLE | 129338 | $354.0M | 8 | 2026-01-31 | → |
| 542 | TARGETED FINANCIAL SERVICES, LLC | SEMINOLE | 129049 | $353.4M | 5 | 2026-03-31 | → |
| 543 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | MIAMI | 164517 | $353.3M | 5 | 2026-04-30 | → |
| 544 | AVORY & COMPANY, LLC. | MIAMI | 284812 | $353.2M | 3 | 2026-04-30 | → |
| 545 | CAYSIDE PARTNERS, LLC | JUPITER | 306090 | $353.0M | 4 | 2026-04-30 | → |
| 546 | FORMAN CAPITAL, LLC | DELRAY BEACH | 329537 | $350.5M | 14 | 2026-03-31 | → |
| 547 | ARAGON CAPITAL LLC | FORT LAUDERDALE | 166958 | $349.3M | 10 | 2026-03-31 | → |
| 548 | WILLIS ASSET FINANCE MANAGEMENT LLC | COCONUT CREEK | 337254 | $349.0M | 17 | 2026-03-31 | → |
| 549 | OPAL CAPITAL LLC | BOCA RATON | 322755 | $348.3M | 11 | 2026-06-30 | → |
| 550 | I SQUARED CAPITAL REGISTERED ADVISOR LLC | MIAMI | 332721 | $348.1M | 331 | 2026-03-31 | → |
| 551 | HERITAGE OAK WEALTH ADVISORS LLC | SANTA ROSA BEACH | 323925 | $347.4M | 11 | 2026-02-28 | → |
| 552 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | MIAMI | 161661 | $346.4M | 8 | 2026-03-31 | → |
| 553 | GREAT ELM CAPITAL MANAGEMENT, LLC | PALM BEACH GARDENS | 284304 | $346.1M | 21 | 2026-03-31 | → |
| 554 | IPCP MANAGEMENT, LLC | BOCA RATON | 316853 | $345.6M | 12 | 2026-03-31 | → |
| 555 | BORDERLESS MANAGEMENT LLC | CLERMONT | 323404 | $345.4M | 24 | 2026-03-31 | → |
| 556 | BLACK TORO LLC | MIAMI | 315289 | $345.1M | 15 | 2026-03-31 | → |
| 557 | TERAMO ADVISORS, LLC | NAPLES | 291574 | $344.7M | 5 | 2026-03-31 | → |
| 558 | WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | TAMPA | 206518 | $344.1M | 26 | 2026-03-31 | → |
| 559 | SHE DDF1 MANAGER LLC | COCONUT GROVE | 305314 | $343.8M | 23 | 2026-05-31 | → |
| 560 | VICTRIX INVESTMENT ADVISORS LLC | STUART | 167517 | $343.3M | 7 | 2026-03-31 | → |
| 561 | BLUE INVESTMENT MANAGEMENT, LLC | MIAMI BEACH | 318610 | $341.4M | 4 | 2026-03-31 | → |
| 562 | RM PRIVATE WEALTH MANAGEMENT INC. | MIAMI | 300082 | $340.9M | 1 | 2026-03-31 | → |
| 563 | PREMIA GLOBAL ADVISORS, LLC | CORAL GABLES | 282426 | $340.8M | 3 | 2026-03-31 | → |
| 564 | MELODEON CAPITAL PARTNERS, LP | MIAMI | 300896 | $340.6M | 2 | 2026-03-31 | → |
| 565 | FLEXIS CAPITAL LLC | MIAMI | 162601 | $339.1M | 3 | 2026-03-31 | → |
| 566 | AMERITY WEALTH MANAGEMENT, LLC | LAKELAND | 322265 | $338.8M | 17 | 2026-06-30 | → |
| 567 | COLONY CAPITAL INVESTMENT ADVISORS, LLC | BOCA RATON | 175506 | $336.2M | 86 | 2026-05-31 | → |
| 568 | PERSONAL FINANCIAL PROFILES INC | CORAL SPRINGS | 109327 | $335.3M | 2 | 2026-02-28 | → |
| 569 | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP | MIAMI | 285575 | $333.9M | 5 | 2026-03-31 | → |
| 570 | VESTA WEALTH MANAGEMENT, LLC | MIAMI BEACH | 167498 | $333.3M | 1 | 2026-03-31 | → |
| 571 | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC | THE VILLAGES | 291380 | $332.8M | 17 | 2026-03-31 | → |
| 572 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | ORLANDO | 154616 | $329.7M | 8 | 2026-03-31 | → |
| 573 | POWER FINANCIAL PARTNERS, LLC | TAMPA | 324253 | $329.1M | 4 | 2026-02-28 | → |
| 574 | MTC WEALTH MANAGEMENT LLC | TAMPA | 305308 | $329.0M | 16 | 2026-03-31 | → |
| 575 | GLIDE CAPITAL LLC | MIAMI | 288592 | $328.5M | 7 | 2026-03-31 | → |
| 576 | OXFORD WEALTH GROUP, LLC | ORLANDO | 319561 | $327.9M | 14 | 2026-05-31 | → |
| 577 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 578 | PL CAPITAL ADVISORS, LLC | NAPLES | 162083 | $326.5M | 8 | 2026-05-31 | → |
| 579 | BASE WEALTH MANAGEMENT LLC | LAKEWOOD RANCH | 321991 | $326.3M | 15 | 2026-03-31 | → |
| 580 | HEALTHEDGE INVESTMENT PARTNERS, LLC | TAMPA | 163421 | $325.8M | 9 | 2026-03-31 | → |
| 581 | OSCEOLA CAPITAL MANAGEMENT, LLC | TAMPA | 301565 | $322.3M | 9 | 2026-03-31 | → |
| 582 | INTEGRATED FINANCIAL STRATEGIES, LLC | FORT LAUDERDALE | 165007 | $322.0M | 5 | 2026-06-30 | → |
| 583 | STEWARDSHIP ADVISORY GROUP, LLC | CLERMONT | 165710 | $321.9M | 17 | 2026-06-30 | → |
| 584 | ALHAMBRA INVESTMENT MANAGEMENT LLC | PALMETTO BAY | 138537 | $320.2M | 5 | 2026-06-30 | → |
| 585 | REMEDIUM CAPITAL PARTNERS, LLC | WEST PALM BEACH | 340302 | $319.0M | 1 | 2026-05-31 | → |
| 586 | CATHERINE AVERY INVESTMENT MANAGEMENT LLC | LONGBOAT KEY | 144946 | $318.0M | 4 | 2026-04-30 | → |
| 587 | LINDA S. LUBITZ, CFP?, PA | CORAL GABLES | 108648 | $317.8M | 6 | 2026-03-31 | → |
| 588 | WEALTH PRO ADVISORS, INC. | SARASOTA | 169266 | $317.5M | 6 | 2026-03-31 | → |
| 589 | CAMARDA FINANCIAL ADVISORS , LLC | FLEMING ISLAND | 113784 | $315.4M | 17 | 2026-03-31 | → |
| 590 | JAGUAR GROWTH ASSET MANAGEMENT, LLC | MIAMI | 169571 | $313.1M | 7 | 2026-06-30 | → |
| 591 | HAWKEYE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 157316 | $312.8M | 4 | 2026-03-31 | → |
| 592 | SUNRISE MANAGER LLC | WEST PALM BEACH | 330704 | $311.8M | 28 | 2026-03-31 | → |
| 593 | NORTHSTAR FINANCIAL PLANNERS, INC. | PLANTATION | 131507 | $311.6M | 8 | 2026-02-28 | → |
| 594 | LEVEL VENTURES MANAGEMENT LLC | SUNNY ISLES BEACH | 323733 | $310.9M | 7 | 2026-06-30 | → |
| 595 | STORR CAPITAL, LLC | WEST PALM BEACH | 324212 | $309.5M | 8 | 2026-01-31 | → |
| 596 | HOLLAND ADVISORY SERVICES, INC. | ORMOND BEACH | 136302 | $307.7M | 17 | 2026-02-28 | → |
| 597 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | MIAMI | 321046 | $307.6M | 4 | 2026-06-30 | → |
| 598 | SPECTRA INVESTMENT MANAGEMENT, LLC | STUART | 288145 | $306.8M | 3 | 2026-03-31 | → |
| 599 | EKANTA WEALTH ADVISORS LLC | COCONUT GROVE | 282031 | $306.7M | 7 | 2026-03-31 | → |
| 600 | GFG WEALTH, LLC | ORLANDO | 331977 | $306.6M | 18 | 2026-06-30 | → |
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