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 | |
|---|---|---|---|---|---|---|---|
| 701 | MBF HEALTHCARE MANAGEMENT II, LLC | CORAL GABLES | 283576 | $235.0M | 11 | 2026-03-31 | → |
| 702 | KINGSMAN WEALTH MANAGEMENT INC. | PENSACOLA | 319238 | $235.0M | 3 | 2026-03-31 | → |
| 703 | PALACIOS WEALTH MANAGEMENT, LLC | ORMOND BEACH | 327660 | $234.3M | 4 | 2026-02-28 | → |
| 704 | BELLEAIR ASSET MANAGEMENT, LLC | BELLEAIR BLUFFS | 290882 | $234.3M | 4 | 2026-03-31 | → |
| 705 | ANCHOR WEALTH MANAGEMENT GROUP LLC | WEST PALM BEACH | 329286 | $233.0M | 1 | 2026-03-31 | → |
| 706 | RESHAPE, LLC | BOCA RATON | 330582 | $232.2M | 3 | 2026-03-31 | → |
| 707 | L&S INVESTMENT ADVISORS, LLC | MIAMI | 285002 | $231.4M | 8 | 2026-03-31 | → |
| 708 | ANDREW HILL INVESTMENT ADVISORS, INC. | NAPLES | 141590 | $231.3M | 4 | 2026-02-28 | → |
| 709 | UNIMAR FINANCIAL SERVICES, LLC | MIAMI | 159674 | $230.8M | 3 | 2026-03-31 | → |
| 710 | PRIMORIS WEALTH ADVISORS, LLC | NORTH PALM BEACH | 125567 | $230.0M | 7 | 2026-03-31 | → |
| 711 | TURNER FINANCIAL GROUP, INC. | PACE | 134204 | $229.6M | 12 | 2026-06-30 | → |
| 712 | VSV MANAGEMENT, LLC | WEST PALM BEACH | 317632 | $229.1M | 9 | 2026-04-30 | → |
| 713 | ALTERNA EQUITY PARTNERS MANAGEMENT LLC | FORT LAUDERDALE | 313985 | $228.0M | 8 | 2026-03-31 | → |
| 714 | NAPLES WEALTH PLANNING, LLC | BONITA SPRINGS | 330316 | $226.9M | 13 | 2026-04-30 | → |
| 715 | ALIGN PRIVATE CAPITAL | SARASOTA | 304506 | $226.2M | 6 | 2026-06-30 | → |
| 716 | ELEVATION ADVISORY PARTNERS LLC | ORLANDO | 312170 | $226.0M | 5 | 2026-06-30 | → |
| 717 | DRAGUS CAPITAL, LLC | CORAL GABLES | 158122 | $225.9M | 5 | 2026-03-31 | → |
| 718 | WELCY CAPITAL ADVISORS LLC | MIAMI | 154782 | $225.7M | 10 | 2026-03-31 | → |
| 719 | OCEANIS FINANCIAL ADVISORS, INC. | MIAMI | 307787 | $225.6M | 2 | 2026-03-31 | → |
| 720 | THE TENRET COMPANY, LLC | TAMPA | 298570 | $225.4M | 1 | 2026-03-31 | → |
| 721 | BUCKEYE-PACIFIC LLC | NAPLES | 311553 | $225.4M | 3 | 2026-03-31 | → |
| 722 | ALLIED PRIVATE WEALTH | BOCA RATON | 328952 | $224.5M | 4 | 2026-03-31 | → |
| 723 | ORCA WEALTH MANAGEMENT, LLC | NEW PORT RICHEY | 310053 | $224.4M | 3 | 2026-05-31 | → |
| 724 | BUCKET LIST WEALTH MANAGEMENT, LLC | THE VILLAGES | 286494 | $224.2M | 2 | 2026-03-31 | → |
| 725 | STERLING WEALTH ADVISORS, INC. | PLANTATION | 124121 | $223.5M | 7 | 2026-04-30 | → |
| 726 | RIVERGLADES FAMILY OFFICES, LLC | NAPLES | 171584 | $221.4M | 2 | 2026-03-31 | → |
| 727 | LYNX ADVISORY PARTNERS LLC | CORAL GABLES | 326594 | $221.4M | 7 | 2026-02-28 | → |
| 728 | PULLEN INVESTMENT MANAGEMENT, LLC | BRADENTON | 310149 | $221.0M | 5 | 2026-02-28 | → |
| 729 | MOTIV8 INVESTMENTS LLC | PORT ST LUCIE | 285560 | $219.1M | 21 | 2026-03-31 | → |
| 730 | IRONCLAD INVESTMENTS LLC | MAITLAND | 154872 | $217.9M | 2 | 2026-03-31 | → |
| 731 | MARA RIVER CAPITAL MANAGEMENT, LP | CORAL GABLES | 304145 | $217.7M | 3 | 2026-06-30 | → |
| 732 | WEALTHTRUST ASSET MANAGEMENT, LLC | DESTIN | 174901 | $217.4M | 7 | 2026-03-31 | → |
| 733 | DELTA ADVISORY GROUP, INC. | MAITLAND | 105966 | $216.3M | 8 | 2026-03-31 | → |
| 734 | SKY ALPHA ASSET ADVISORS LLC | BOCA RATON | 295839 | $216.0M | 3 | 2026-02-28 | → |
| 735 | GLOBAL TRUST WEALTH MANAGEMENT LLC | WEST PALM BEACH | 333458 | $213.7M | 5 | 2026-02-28 | → |
| 736 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | JACKSONVILLE | 120084 | $213.5M | 5 | 2026-02-28 | → |
| 737 | ATLANTIC FAMILY WEALTH, LLC | CORAL GABLES | 171062 | $210.1M | 4 | 2026-03-31 | → |
| 738 | PARE PARTNERS II LLC | MIAMI | 327575 | $210.0M | 20 | 2026-03-31 | → |
| 739 | ADVISORY INVESTOR SERVICES LLC | MIAMI | 173134 | $209.9M | 12 | 2026-03-31 | → |
| 740 | SUNSTATE WEALTH MANAGEMENT LLC | CORAL GABLES | 317453 | $209.8M | 4 | 2026-05-31 | → |
| 741 | IMG WEALTH MANAGEMENT, INC. | JACKSONVILLE | 285966 | $209.7M | 7 | 2026-02-28 | → |
| 742 | SHELLMAN INVESTMENT MANAGEMENT, LLC | CORAL GABLES | 316579 | $209.6M | 4 | 2026-03-31 | → |
| 743 | SOUTHCOL ADVISORS, LLC | NAPLES | 308154 | $208.7M | 4 | 2026-02-28 | → |
| 744 | PONTA WEALTH PARTNERS, LLC | WINTER PARK | 330058 | $208.4M | 2 | 2026-03-31 | → |
| 745 | UCAP ASSET MANAGEMENT LLC | MIAMI | 170846 | $208.2M | 14 | 2026-03-31 | → |
| 746 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | SARASOTA | 172205 | $207.9M | 3 | 2026-03-31 | → |
| 747 | FFO INVESTMENTS LLC | TAMPA | 338887 | $207.1M | 5 | 2026-03-31 | → |
| 748 | STILLWATER WEALTH MANAGEMENT GROUP LLC | JUNO BEACH | 309796 | $206.6M | 3 | 2026-06-30 | → |
| 749 | SRT GROUP LLC | WEST PALM BEACH | 330219 | $205.6M | 28 | 2026-04-30 | → |
| 750 | KRF CAPITAL LLC | MIAMI | 328334 | $205.0M | 5 | 2026-03-31 | → |
| 751 | FLAVIN FINANCIAL SERVICES, INC. | MELBOURNE | 144473 | $205.0M | 4 | 2026-02-28 | → |
| 752 | GUIRY CAPITAL MANAGEMENT, LLC | PALM BEACH GARDENS | 122056 | $204.3M | 2 | 2026-03-31 | → |
| 753 | ALIANZA CORP. INVESTMENT ADVISOR | MIAMI | 323267 | $204.1M | 5 | 2026-06-30 | → |
| 754 | MCDERMOTT INVESTMENT ADVISORS, LLC | NAPLES | 132221 | $203.3M | 10 | 2026-03-31 | → |
| 755 | SYNTAX RESEARCH, INC. | BOCA RATON | 151948 | $202.9M | 2 | 2026-03-31 | → |
| 756 | CAMPBELL FINANCIAL PARTNERS, LLC | FORT MYERS | 142889 | $202.7M | 2 | 2026-05-31 | → |
| 757 | BRASIL PLURAL INVESTMENT ADVISOR LLC | MIAMI | 288563 | $201.6M | 14 | 2026-05-31 | → |
| 758 | LEVEL ONE GLOBAL ADVISORS, LLC | MIAMI | 316294 | $201.5M | 5 | 2026-03-31 | → |
| 759 | SAUL WEALTH ADVISORS, LLC | MIAMI | 337371 | $201.5M | 4 | 2026-03-31 | → |
| 760 | U.S. PRIVATE WEALTH, LLC | PALM BEACH GARDENS | 167288 | $200.3M | 3 | 2026-03-31 | → |
| 761 | AHL INVESTMENT MANAGEMENT, INC. | WINTER PARK | 120593 | $200.0M | 3 | 2025-01-31 | → |
| 762 | RWA ADVISORS, LLC | BOCA RATON | 150120 | $199.1M | 4 | 2026-03-31 | → |
| 763 | ATLANTIC WEALTH PARTNERS, LLC | JUPITER | 289440 | $198.1M | 4 | 2026-06-30 | → |
| 764 | GIP INVESTMENT ADVISER LLC | WEST PALM BEACH | 300541 | $198.0M | 5 | 2026-03-31 | → |
| 765 | OSPREY CAPITAL MANAGEMENT CORP. | MIAMI BEACH | 172524 | $197.2M | 1 | 2026-02-28 | → |
| 766 | GRAND CENTRAL INVESTMENT GROUP, LLC | TAMPA | 172537 | $196.2M | 5 | 2026-06-30 | → |
| 767 | BALANCE CAPITAL PARTNERS L.P. | MIAMI | 325617 | $195.7M | 3 | 2026-06-30 | → |
| 768 | AMUNI FINANCIAL, INC. | ST PETERSBURG | 8365 | $194.6M | 21 | 2026-03-31 | → |
| 769 | NEIL JESANI WEALTH MANAGEMENT, LLC | SUNRISE | 322345 | $194.2M | 13 | 2026-05-31 | → |
| 770 | BUCKLEY CAPITAL ADVISORS, LLC | MIAMI BEACH | 268818 | $193.8M | 6 | 2026-03-31 | → |
| 771 | TRAFALGAR CAPITAL ADVISORS INC. | AVENTURA | 169163 | $193.6M | 16 | 2024-12-31 | → |
| 772 | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | BOCA RATON | 288030 | $193.5M | 5 | 2026-03-31 | → |
| 773 | KAZAZIAN ASSET MANAGEMENT, LLC | FORT LAUDERDALE | 328433 | $193.3M | 2 | 2026-03-31 | → |
| 774 | SETCHFIELD ASSOCIATES LLC | BRADENTON | 113289 | $192.8M | 2 | 2026-02-28 | → |
| 775 | NUMA AMERICAS CORP. | MIAMI | 164602 | $192.7M | 10 | 2026-02-28 | → |
| 776 | DAVIS PRIVATE WEALTH, LLC | ROYAL PALM BEACH | 285952 | $192.7M | 3 | 2026-06-30 | → |
| 777 | CALUMET CAPITAL PARTNERS LLC | MIAMI | 318770 | $191.0M | 3 | 2026-03-31 | → |
| 778 | AEGIS WEALTH MANAGEMENT, LLC | MAITLAND | 199511 | $190.4M | 4 | 2026-03-31 | → |
| 779 | ARMADA ADVISORS, INC. | PENSACOLA | 150416 | $190.3M | 2 | 2026-02-28 | → |
| 780 | SDR INVESTMENT MANAGEMENT, INC. | LONGWOOD | 108682 | $188.6M | 6 | 2026-03-31 | → |
| 781 | AMICORP WEALTH SERVICES LLC | MIAMI | 319247 | $188.5M | 3 | 2026-03-31 | → |
| 782 | SFG WEALTH ADVISORS, LLC | TAMPA | 307368 | $187.7M | 6 | 2026-03-31 | → |
| 783 | PICEA CAPITAL LLC | MIAMI | 307775 | $186.8M | 3 | 2026-03-31 | → |
| 784 | PURSUIT WEALTH MANAGMENT LLC | PALM BEACH GARDENS | 308969 | $186.3M | 4 | 2025-03-31 | → |
| 785 | MERITED WEALTH, LLC | NORTH BAY VILLAGE | 299549 | $186.1M | 8 | 2026-06-30 | → |
| 786 | VIGIL WEALTH MANAGEMENT, LLC | PONTE VEDRA BEACH | 299619 | $186.0M | 4 | 2026-03-31 | → |
| 787 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | SAINT AUGUSTINE | 312164 | $185.9M | 3 | 2026-03-31 | → |
| 788 | NILES INVESTMENT MANAGEMENT, LLC | PLANTATION | 329384 | $185.5M | 4 | 2026-03-31 | → |
| 789 | VISION ONE MANAGEMENT PARTNERS, LP | MIAMI | 316551 | $184.7M | 6 | 2026-03-31 | → |
| 790 | RIVERTREE ADVISORS, LLC | WINTER PARK | 168065 | $184.4M | 3 | 2026-03-31 | → |
| 791 | GLOBAL WEALTH MANAGEMENT, L.C. | DEERFIELD BEACH | 150743 | $184.2M | 4 | 2026-03-31 | → |
| 792 | ANGELUS INVESTMENT CONSULTING, INC. | CORAL GABLES | 281413 | $184.1M | 2 | 2026-03-31 | → |
| 793 | NVERSES CAPITAL, LLC | WELLINGTON | 323291 | $184.1M | 11 | 2026-03-31 | → |
| 794 | BRASIL CAPITAL ADVISER LLC | AVENTURA | 310125 | $183.7M | 4 | 2025-07-31 | → |
| 795 | ECONOLOGICS FINANCIAL ADVISORS, LLC | LARGO | 125738 | $183.2M | 18 | 2026-03-31 | → |
| 796 | SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | TAMPA | 187519 | $183.1M | 8 | 2026-03-31 | → |
| 797 | ALLEGIANCE FINANCIAL ADVISORS, INC. | JACKSONVILLE | 127293 | $181.9M | 7 | 2026-02-28 | → |
| 798 | BRADESCO GLOBAL ADVISORS INC. | CORAL GABLES | 134416 | $181.5M | 21 | 2026-04-30 | → |
| 799 | RUTHERFORD ASSET PLANNING, INC. | TAMPA | 128036 | $181.3M | 2 | 2026-02-28 | → |
| 800 | MURPHY CLARKE WILLIAMS & STONE LLC | MIAMI BEACH | 330290 | $181.2M | 2 | 2026-03-31 | → |
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