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 | |
|---|---|---|---|---|---|---|---|
| 801 | CHRONOS CAPITAL ADVISORS LLC | MIAMI | 283639 | $181.1M | 2 | 2026-03-31 | → |
| 802 | HOROWITZ & COMPANY, INC. | FORT LAUDERDALE | 106737 | $180.7M | 2 | 2026-03-31 | → |
| 803 | RCW MANAGEMENT, LLC | JACKSONVILLE | 314312 | $179.6M | 4 | 2026-02-28 | → |
| 804 | ALLARIA ASSET MANAGEMENT, LLC | MIAMI | 287513 | $179.6M | 6 | 2026-04-30 | → |
| 805 | INVESTMENT ADVISORY SERVICES GROUP LLC | BOCA RATON | 323361 | $179.3M | 9 | 2026-02-28 | → |
| 806 | FAMILYWEALTH ASSET MANAGEMENT | LAKE MARY | 147869 | $177.0M | 4 | 2026-03-31 | → |
| 807 | PARABLE, LLC | ST AUGUSTINE | 304873 | $176.3M | 5 | 2026-06-30 | → |
| 808 | MALLINI COMPLETE FINANCIAL PLANNING LLC | GAINESVILLE | 175341 | $176.0M | 4 | 2026-03-31 | → |
| 809 | FELLOWSHIP INVESTMENT ADVISORS, LLC | MAITLAND | 154103 | $175.9M | 7 | 2026-03-31 | → |
| 810 | URS ADVISORY LLC | JUPITER | 289892 | $175.8M | 5 | 2026-05-31 | → |
| 811 | MACKE FINANCIAL ADVISORY GROUP, INC. | FORT MYERS | 111318 | $175.7M | 5 | 2026-03-31 | → |
| 812 | FLOW FOCUS LLC | MIAMI | 306849 | $174.9M | 4 | 2026-03-31 | → |
| 813 | CORRALES & COMPANY, LLC | MIAMI | 332189 | $174.2M | 10 | 2026-04-30 | → |
| 814 | WINNING POINTS ADVISORS, L.L.C. | BOCA RATON | 118077 | $173.1M | 2 | 2026-03-31 | → |
| 815 | CIFUENTES WEALTH PARTNERS, LLC | HOLLYWOOD | 139610 | $173.1M | 2 | 2026-06-30 | → |
| 816 | STRONGHOLD WEALTH MANAGEMENT L.L.C. | TAMPA | 161194 | $172.9M | 2 | 2026-03-31 | → |
| 817 | VIZCAYA CAPITAL PARTNERS LLC | MIAMI | 324032 | $172.5M | 3 | 2026-06-30 | → |
| 818 | NEXWEALTH LLC | PALM BEACH GARDENS | 311424 | $172.2M | 6 | 2026-06-30 | → |
| 819 | NIGHTVIEW CAPITAL, LLC | CLEARWATER | 284183 | $171.9M | 4 | 2026-03-31 | → |
| 820 | CHESAPEAKE CAPITAL CORPORATION | TAMPA | 282099 | $171.9M | 6 | 2026-03-31 | → |
| 821 | EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS | 307644 | $171.7M | 7 | 2026-03-31 | → |
| 822 | HARBOR ITHAKA WM, LLC | AVENTURA | 170580 | $171.2M | 7 | 2026-03-31 | → |
| 823 | YANDELL INVESTMENTS, LLC | ORLANDO | 332642 | $171.0M | 2 | 2026-03-31 | → |
| 824 | STONE HOUSE CAPITAL MANAGEMENT, LLC | BAY HARBOR ISLANDS | 167094 | $169.8M | 2 | 2026-03-31 | → |
| 825 | PATH CAPITAL PARTNERS, LLC | NORTH MIAMI BEACH | 335156 | $169.0M | 4 | 2026-06-30 | → |
| 826 | ZINNIA WEALTH ADVISORY, LLC | OCALA | 295122 | $168.8M | 11 | 2026-03-31 | → |
| 827 | DIPAOLO FINANCIAL GROUP, INC. | LUTZ | 309637 | $168.0M | 9 | 2026-04-30 | → |
| 828 | CYBER HORNET ETFS LLC | ST. PETERSBURG | 305171 | $167.6M | 12 | 2026-03-31 | → |
| 829 | BLANCHE PARK CAPITAL LLC | MIAMI | 338172 | $167.3M | 3 | 2026-03-31 | → |
| 830 | PARTICIPANT CAPITAL ADVISORS, LLC | MIAMI | 304859 | $166.1M | 9 | 2026-03-31 | → |
| 831 | BURGESS CHAMBERS & ASSOCIATES INC | ORLANDO | 110164 | $165.9M | 10 | 2026-03-31 | → |
| 832 | MUTUAL TRUST ADVISORY GROUP, INC. | ESTERO | 277060 | $165.8M | 3 | 2026-02-28 | → |
| 833 | JOHN BOYER, INC. | TAMPA | 145275 | $165.6M | 3 | 2026-03-31 | → |
| 834 | BICE WEALTH MANAGEMENT LLC | MIAMI | 323979 | $164.5M | 3 | 2026-03-31 | → |
| 835 | NAPLES MONEY MANAGEMENT LLC | NAPLES | 153499 | $164.4M | 6 | 2026-04-30 | → |
| 836 | ACCIAL CAPITAL MANAGEMENT LLC | MIAMI | 305587 | $164.3M | 21 | 2026-06-30 | → |
| 837 | TLS ADVISORS LLC | MIAMI | 286356 | $164.0M | 10 | 2026-03-31 | → |
| 838 | SAGACE WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 307212 | $162.7M | 7 | 2026-02-28 | → |
| 839 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | BOCA RATON | 283264 | $162.1M | 4 | 2026-03-31 | → |
| 840 | BARNETT CAPITAL ADVISORS LLC | MIAMI | 159113 | $161.1M | 3 | 2026-03-31 | → |
| 841 | WILLIAMS WEALTH MANAGEMENT GROUP, INC. | BRADENTON | 147341 | $161.0M | 1 | 2026-03-31 | → |
| 842 | FINANCIAL INDEPENDENCE ADVISORS, LLC | JACKSONVILLE | 317193 | $161.0M | 6 | 2026-01-31 | → |
| 843 | GLAXIS CAPITAL MANAGEMENT, LLC | SARASOTA | 134227 | $160.8M | 5 | 2026-03-31 | → |
| 844 | CYWP FUND LLC | BOCA RATON | 337234 | $160.8M | 3 | 2026-04-30 | → |
| 845 | DORMAN FINANCIAL MANAGEMENT, P.A. | MAITLAND | 136881 | $160.6M | 2 | 2026-02-28 | → |
| 846 | RBF CAPITAL MANAGEMENT, INC. | SARASOTA | 164524 | $160.6M | 3 | 2026-02-28 | → |
| 847 | INVERSIONES SURA CORP | MIAMI | 318065 | $160.2M | 1 | 2026-06-30 | → |
| 848 | FAIRWAY FINANCIAL, LLC | CASSELBERRY | 134675 | $159.6M | 3 | 2026-03-31 | → |
| 849 | FUSCO FINANCIAL SERVICES INC | WILTON MANORS | 106841 | $159.3M | 2 | 2026-01-31 | → |
| 850 | STRIVUS WEALTH PARTNERS LLC | JACKSONVILLE BEACH | 173580 | $159.1M | 4 | 2026-06-30 | → |
| 851 | TODD WEALTH MANAGEMENT LLC | VENICE | 164761 | $158.9M | 2 | 2026-03-31 | → |
| 852 | LIVE OAK FAMILY OFFICES LLC | ST. PETERSBURG | 141570 | $158.3M | 2 | 2025-02-28 | → |
| 853 | WAYPOINTS FINANCIAL, LLC | SEBRING | 157494 | $157.7M | 3 | 2026-03-31 | → |
| 854 | LIGHTVIEW CAPITAL, LLC | WEST PALM BEACH | 306106 | $157.6M | 12 | 2026-05-31 | → |
| 855 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC | BRADENTON | 283512 | $156.8M | 5 | 2026-03-31 | → |
| 856 | BELHEALTH INVESTMENT PARTNERS, LLC | FORT LAUDERDALE | 162674 | $156.7M | 5 | 2026-03-31 | → |
| 857 | SETTIAN CAPITAL LP | SAINT AUGUSTINE | 297691 | $156.5M | 3 | 2026-04-30 | → |
| 858 | 401K GENERATION | ALTAMONTE SPRINGS, | 154279 | $156.4M | 35 | 2026-03-31 | → |
| 859 | TRELLUS MANAGEMENT COMPANY, LLC | DELRAY BEACH | 137537 | $156.3M | 5 | 2026-04-30 | → |
| 860 | PC3 PARTNERS, LLC | MIAMI BEACH | 339659 | $156.0M | 5 | 2026-05-31 | → |
| 861 | UNIFY FINANCIAL LLC | CLEARWATER | 324120 | $155.8M | 3 | 2026-04-30 | → |
| 862 | FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. | WEST PALM BEACH | 126411 | $155.5M | 2 | 2025-03-31 | → |
| 863 | BRIA CAPITAL GROUP, LLC | WESLEY CHAPEL | 175258 | $155.1M | 5 | 2026-03-31 | → |
| 864 | LONG SHORT ADVISORS, LLC | PALM BEACH GARDENS | 153632 | $154.2M | 4 | 2026-03-31 | → |
| 865 | MAGGI INVESTMENT SERVICES, LLC | OLDMAR | 156856 | $154.0M | 3 | 2026-06-30 | → |
| 866 | AMERICAN ASSET MANAGEMENT INC. | BOCA RATON | 123116 | $153.3M | 1 | 2026-01-31 | → |
| 867 | BALANZ ADVISORS LLC | CORAL GABLES | 322263 | $152.6M | 11 | 2026-04-30 | → |
| 868 | CRAMER & RAUCHEGGER, INC. | MAITLAND | 164784 | $151.4M | 4 | 2026-02-28 | → |
| 869 | UNIFIED WEALTH MANAGEMENT LLC | OLDSMAR | 284553 | $151.3M | 2 | 2026-03-31 | → |
| 870 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. | JACKSONVILLE | 132500 | $151.0M | 3 | 2026-06-30 | → |
| 871 | AUREUM WEALTH MANAGEMENT, LLC | NORTH PALM BEACH | 272027 | $150.6M | 4 | 2026-04-30 | → |
| 872 | CLARITY FINANCIAL ADVISORS LLC | ST. PETERSBURG | 323321 | $149.5M | 9 | 2026-06-30 | → |
| 873 | FUND ADVISORS OF AMERICA INC | ORLANDO | 112567 | $149.4M | 3 | 2026-02-28 | → |
| 874 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 875 | COLUMN PARK ASSET MANAGEMENT, LP | COCOA BEACH | 169730 | $148.8M | 4 | 2026-03-31 | → |
| 876 | ACCUMULATOR OPERATIONS LLC | CORAL GABLES | 341270 | $148.4M | 29 | 2026-04-30 | → |
| 877 | EDMP, INC. | LUTZ | 110248 | $147.4M | 3 | 2026-03-31 | → |
| 878 | ENTELEVEST, LLC | CORAL GABLES | 318115 | $147.0M | 3 | 2026-03-31 | → |
| 879 | WEALTHGEN ADVISORS, LLC | SARASOTA | 306196 | $146.6M | 2 | 2026-03-31 | → |
| 880 | MANNA WEALTH MANAGEMENT INC. | MIAMI BEACH | 332313 | $146.1M | 2 | 2026-03-31 | → |
| 881 | KI CAPITAL WEALTH MANAGEMENT US LLC | MIAMI | 317738 | $145.9M | 5 | 2026-06-30 | → |
| 882 | BLUEPRINT WEALTH MANAGEMENT, LLC | THE VILLAGES | 169997 | $145.7M | 19 | 2026-03-31 | → |
| 883 | SPYRNAL WEALTH MANAGEMENT, LLC | BOKEELIA | 299957 | $145.5M | 4 | 2026-03-31 | → |
| 884 | GULLANE CAPITAL, LLC | JACKSONVILLE | 313464 | $145.3M | 2 | 2026-05-31 | → |
| 885 | TAIKA CAPITAL, LP | SUNNY ISLES BEACH | 315803 | $144.4M | 5 | 2025-03-31 | → |
| 886 | JAMES I. BLACK & COMPANY | LAKELAND | 1249 | $144.1M | 10 | 2026-02-28 | → |
| 887 | BGV FINANCIAL ADVISORS USA, LLC | MIAMI | 324511 | $143.8M | 2 | 2026-03-31 | → |
| 888 | CYCAP PARTNERS, LLC | TALLAHASSEE | 335347 | $143.2M | 6 | 2026-03-31 | → |
| 889 | PERSONALIZED FINANCIAL SOLUTIONS LLC | CLEARWATER | 306475 | $142.6M | 4 | 2026-01-31 | → |
| 890 | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED | BOCA RATON | 108998 | $141.9M | 5 | 2026-05-31 | → |
| 891 | STORMS & ROWDON FINANCIAL SERVICES, INC. | ORMOND BEACH | 334690 | $141.2M | 4 | 2026-02-28 | → |
| 892 | DOUGHERTY & ASSOCIATES, LLC | SPRING HILL | 142284 | $141.1M | 4 | 2026-04-30 | → |
| 893 | ACTITRUST WEALTH MANAGEMENT LLC | PLANTATION | 284827 | $140.5M | 7 | 2026-02-28 | → |
| 894 | GLASSBEAD CAPITAL MANAGEMENT LLC | MIAMI BEACH | 298816 | $140.3M | 3 | 2026-06-30 | → |
| 895 | CHIPSER WEALTH MANAGEMENT, LLC | DESTIN | 306396 | $140.0M | 3 | 2026-01-31 | → |
| 896 | ADVANTAGE INVESTING, INC. | CORAL GABLES | 116059 | $138.9M | 2 | 2026-02-28 | → |
| 897 | PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC | MIAMI BEACH | 337750 | $138.8M | 91 | 2026-03-31 | → |
| 898 | HOWLAND AND ASSOCIATES, LLC | ST PETERSBURG | 106963 | $138.7M | 5 | 2026-06-30 | → |
| 899 | PRINCE ASSET MANAGEMENT, INC. | SARASOTA | 141567 | $137.7M | 3 | 2026-03-31 | → |
| 900 | RUGGIERO INVESTMENTS, INC. | WEST PALM BEACH | 169180 | $137.6M | 5 | 2026-03-31 | → |
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