Research Report · 2026-06-30
Institutional Registered Investment Advisers in Miami
SEC-registered investment advisers in Miami ranked by reported institutional client assets.
Firms
99
Total AUM
$273.96B
Median AUM
$474.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | 1823 PARTNERS (US) LLC | MIAMI | 333927 | $18.53B | 52 | 2026-03-31 | → |
| 2 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | MIAMI | 149280 | $10.81B | 23 | 2026-03-31 | → |
| 3 | SANCTUARY ADVISORS, LLC | MIAMI | 226606 | $34.88B | 770 | 2026-06-30 | → |
| 4 | CIFC ASSET MANAGEMENT LLC | MIAMI | 159172 | $44.58B | 200 | 2026-05-31 | → |
| 5 | INSIGNEO ADVISORY SERVICES, LLC | MIAMI | 282589 | $5.16B | 223 | 2026-06-30 | → |
| 6 | 3650 REIT INVESTMENT MANAGEMENT LLC | MIAMI | 286013 | $2.43B | 16 | 2026-03-31 | → |
| 7 | INGHAM RUSSELL INVESTMENT ADVISORS INC | MIAMI | 106299 | $2.62B | 10 | 2026-03-31 | → |
| 8 | HQ CAPITAL PRIVATE EQUITY LLC | MIAMI | 134231 | $5.40B | 78 | 2026-03-31 | → |
| 9 | CARLYLE AVIATION PDP MANAGEMENT LLC | MIAMI | 305746 | $10.40B | 124 | 2026-03-31 | → |
| 10 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | MIAMI | 158905 | $2.30B | 56 | 2026-03-31 | → |
| 11 | CREDICORP CAPITAL ADVISORS LLC | MIAMI | 290081 | $1.58B | 26 | 2026-04-30 | → |
| 12 | CARLYLE AVIATION SECURITIES PARTNERS LLC | MIAMI | 168456 | $1.14B | 4 | 2026-03-31 | → |
| 13 | DAYBRIGHT ADVISORY SERVICES, INC. | MIAMI | 133795 | $997.4M | 10 | 2026-03-31 | → |
| 14 | ALLIE FAMILY OFFICE LLC | MIAMI | 307144 | $1.32B | 11 | 2026-03-31 | → |
| 15 | AZIMUT INVESTMENT ADVISORS LLC | MIAMI | 134626 | $1.00B | 10 | 2026-05-31 | → |
| 16 | LAFISE GLOBAL ADVISORS LLC | MIAMI | 331244 | $699.0M | 3 | 2026-03-31 | → |
| 17 | GFG CAPITAL, LLC | MIAMI | 128059 | $1.01B | 16 | 2026-03-31 | → |
| 18 | MORA CAPITAL MANAGEMENT, LLC | MIAMI | 112221 | $1.90B | 49 | 2026-06-30 | → |
| 19 | CANAL ROAD CAPITAL, LLC | MIAMI | 327488 | $1.26B | 16 | 2026-03-31 | → |
| 20 | H.I.G. CAPITAL, LLC | MIAMI | 160711 | $72.33B | 1,039 | 2026-03-31 | → |
| 21 | VECTORGLOBAL IAG, INC. | MIAMI | 147129 | $1.63B | 27 | 2026-06-30 | → |
| 22 | SOLLINDA CAPITAL MANAGEMENT LLC | MIAMI | 321742 | $1.02B | 20 | 2026-06-30 | → |
| 23 | CONCISE CAPITAL MANAGEMENT, LP | MIAMI | 145778 | $838.6M | 12 | 2026-05-31 | → |
| 24 | POWER SUSTAINABLE MANAGER US, INC. | MIAMI | 325145 | $1.07B | 31 | 2026-03-31 | → |
| 25 | BRAINVEST WEALTH MANAGEMENT LLC | MIAMI | 289743 | $690.9M | 8 | 2026-04-30 | → |
| 26 | FLORIDA ATLANTIC SECURITIES CORP. | MIAMI | 43272 | $590.0M | 4 | 2026-06-30 | → |
| 27 | OCTOGONE NA, LLC | MIAMI | 322478 | $469.7M | 6 | 2026-03-31 | → |
| 28 | INCA INVESTMENTS, LLC | MIAMI | 131194 | $569.6M | 9 | 2026-04-30 | → |
| 29 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | MIAMI | 164517 | $353.3M | 5 | 2026-04-30 | → |
| 30 | ARAGON GLOBAL MANAGEMENT, LP | MIAMI | 156043 | $369.0M | 3 | 2026-05-31 | → |
| 31 | BULLTICK WEALTH MANAGEMENT, LLC | MIAMI | 141588 | $1.95B | 62 | 2026-03-31 | → |
| 32 | BBVA GLOBAL WEALTH ADVISORS, INC. | MIAMI | 327326 | $1.36B | 84 | 2026-06-30 | → |
| 33 | GALAPAGOS ADVISORY LLC | MIAMI | 322042 | $395.7M | 8 | 2026-03-31 | → |
| 34 | CIBEST CAPITAL ADVISORY SERVICES LLC | MIAMI | 317663 | $374.8M | 7 | 2026-03-31 | → |
| 35 | VALOR ADVISORS LLC | MIAMI | 171358 | $4.01B | 16 | 2026-06-30 | → |
| 36 | KLOSTERS CAPITAL LLC | MIAMI | 285582 | $495.6M | 7 | 2026-03-31 | → |
| 37 | XP ADVISORY US, INC. | MIAMI | 173779 | $792.3M | 34 | 2026-04-30 | → |
| 38 | BLACK TORO LLC | MIAMI | 315289 | $345.1M | 15 | 2026-03-31 | → |
| 39 | GABLES CAPITAL MANAGEMENT INC | MIAMI | 109608 | $438.8M | 8 | 2026-03-31 | → |
| 40 | BCI SECURITIES, INC. | MIAMI | 168047 | $402.2M | 74 | 2026-03-31 | → |
| 41 | FORA CAPITAL, LLC | MIAMI | 295393 | $1.67B | 8 | 2026-03-31 | → |
| 42 | COLBERT INVESTMENT MANAGEMENT CO | MIAMI | 108642 | $295.8M | 3 | 2026-03-31 | → |
| 43 | AVORY & COMPANY, LLC. | MIAMI | 284812 | $353.2M | 3 | 2026-04-30 | → |
| 44 | FDI WEALTH MANAGEMENT, LLC | MIAMI | 292050 | $283.8M | 5 | 2026-03-31 | → |
| 45 | GENTRUST, LLC | MIAMI | 158369 | $5.20B | 40 | 2026-03-31 | → |
| 46 | AMICORP WEALTH SERVICES LLC | MIAMI | 319247 | $188.5M | 3 | 2026-03-31 | → |
| 47 | ALLARIA ASSET MANAGEMENT, LLC | MIAMI | 287513 | $179.6M | 6 | 2026-04-30 | → |
| 48 | INCASA LLC | MIAMI | 174058 | $725.2M | 3 | 2026-03-31 | → |
| 49 | BAYMOUNT MANAGEMENT LP | MIAMI | 304809 | $485.7M | 5 | 2025-03-31 | → |
| 50 | DARA CAPITAL US, INC. | MIAMI | 153544 | $563.1M | 3 | 2026-03-31 | → |
| 51 | UCAP ASSET MANAGEMENT LLC | MIAMI | 170846 | $208.2M | 14 | 2026-03-31 | → |
| 52 | FLOW FOCUS LLC | MIAMI | 306849 | $174.9M | 4 | 2026-03-31 | → |
| 53 | L&S INVESTMENT ADVISORS, LLC | MIAMI | 285002 | $231.4M | 8 | 2026-03-31 | → |
| 54 | ALIANZA CORP. INVESTMENT ADVISOR | MIAMI | 323267 | $204.1M | 5 | 2026-06-30 | → |
| 55 | LESTE USA, LLC | MIAMI | 301289 | $126.3M | 12 | 2026-06-30 | → |
| 56 | FINACCESS ADVISORS, LLC | MIAMI | 150697 | $4.11B | 13 | 2026-03-31 | → |
| 57 | BCP ADVISORS LLC | MIAMI | 157973 | $475.3M | 5 | 2026-03-31 | → |
| 58 | BGV FINANCIAL ADVISORS USA, LLC | MIAMI | 324511 | $143.8M | 2 | 2026-03-31 | → |
| 59 | KI CAPITAL WEALTH MANAGEMENT US LLC | MIAMI | 317738 | $145.9M | 5 | 2026-06-30 | → |
| 60 | BRASIL PLURAL INVESTMENT ADVISOR LLC | MIAMI | 288563 | $201.6M | 14 | 2026-05-31 | → |
| 61 | TRUE WEALTH ADVISORY GROUP, LLC | MIAMI | 306523 | $240.1M | 4 | 2026-03-31 | → |
| 62 | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | MIAMI | 314520 | $261.2M | 6 | 2026-06-30 | → |
| 63 | AZORA CAPITAL LP | MIAMI | 287621 | $2.50B | 16 | 2026-03-31 | → |
| 64 | LESTE CAPITAL PARTNERS (FLORIDA), LLC | MIAMI | 285179 | $1.61B | 19 | 2026-06-30 | → |
| 65 | LION CAPITAL ADVISORS LLC | MIAMI | 305440 | $94.8M | 3 | 2026-03-31 | → |
| 66 | SIERRA CAPITAL LLC | MIAMI | 110129 | $1.61B | 8 | 2026-06-30 | → |
| 67 | DAVIVIENDA INVESTMENT ADVISOR USA LLC | MIAMI | 319755 | $120.2M | 8 | 2026-06-30 | → |
| 68 | KAUFMAN ROSSIN WEALTH, LLC | MIAMI | 301921 | $506.7M | 11 | 2026-03-31 | → |
| 69 | MACERATIO LLC | MIAMI | 304078 | $1.19B | 7 | 2026-06-30 | → |
| 70 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | MIAMI | 321046 | $307.6M | 4 | 2026-06-30 | → |
| 71 | HOLDUN FAMILY OFFICE LLC | MIAMI | 300709 | $114.5M | 4 | 2025-02-28 | → |
| 72 | MARIVA GLOBAL ASSET MANAGEMENT, LLC | MIAMI | 285674 | $129.0M | 5 | 2026-04-30 | → |
| 73 | BARNETT CAPITAL ADVISORS LLC | MIAMI | 159113 | $161.1M | 3 | 2026-03-31 | → |
| 74 | BETA CAPITAL MANAGEMENT LLC | MIAMI | 154894 | $506.6M | 16 | 2026-03-31 | → |
| 75 | WELCY CAPITAL ADVISORS LLC | MIAMI | 154782 | $225.7M | 10 | 2026-03-31 | → |
| 76 | CLOCKWISE CAPITAL LLC | MIAMI | 175233 | $67.5M | 3 | 2026-03-31 | → |
| 77 | UYANA PARTNERS LLC | MIAMI | 300280 | $115.0M | 8 | 2026-04-30 | → |
| 78 | VISION ONE MANAGEMENT PARTNERS, LP | MIAMI | 316551 | $184.7M | 6 | 2026-03-31 | → |
| 79 | MMBG INVESTMENT ADVISORS CO. | MIAMI | 285263 | $2.98B | 14 | 2026-03-31 | → |
| 80 | TIEMPO CAPITAL PARTNERS, LLC | MIAMI | 329367 | $911.0M | 7 | 2026-06-30 | → |
| 81 | STONEX INTERNATIONAL ADVISORS INC | MIAMI | 153799 | $106.7M | 15 | 2026-05-31 | → |
| 82 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 83 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 84 | INVERSIONES SURA CORP | MIAMI | 318065 | $160.2M | 1 | 2026-06-30 | → |
| 85 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 86 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 87 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 88 | DOWNTOWN WEALTH STUDIOS, LLC | MIAMI | 325213 | $563.5M | 5 | 2026-03-31 | → |
| 89 | CORRALES & COMPANY, LLC | MIAMI | 332189 | $174.2M | 10 | 2026-04-30 | → |
| 90 | NOCTUA INTERNATIONAL WMG, LLC | MIAMI | 151170 | $474.5M | 7 | 2026-03-31 | → |
| 91 | MORI HUSTON PARTNERS LLC | MIAMI | 151260 | $241.6M | 3 | 2026-05-31 | → |
| 92 | SAUL WEALTH ADVISORS, LLC | MIAMI | 337371 | $201.5M | 4 | 2026-03-31 | → |
| 93 | GLOBAL OPPORTUNE INVESTMENTS LLC | MIAMI | 319494 | $111.3M | 3 | 2026-04-30 | → |
| 94 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 95 | ELEMENT POINTE ADVISORS, LLC | MIAMI | 282750 | $1.22B | 11 | 2026-05-31 | → |
| 96 | SULZBERGER CAPITAL ADVISORS, INC. | MIAMI | 174673 | $117.1M | 2 | 2026-05-31 | → |
| 97 | IUR CAPITAL, LLC | MIAMI | 153630 | $4.7M | 1 | 2026-02-28 | → |
| 98 | MENDOZA PRIVATE WEALTH INC. | MIAMI | 329126 | $101.4M | 1 | 2026-03-31 | → |
| 99 | LMPG WEALTH ADVISORS, LLC | MIAMI | 328251 | $131.7M | 3 | 2026-03-31 | → |
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