Research Report · 2026-06-30
Largest Registered Investment Advisers in Miami
Miami SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
213
Total AUM
$1.13T
Median AUM
$401.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | NOCTUA INTERNATIONAL WMG, LLC | MIAMI | 151170 | $474.5M | 7 | 2026-03-31 | → |
| 102 | OCTOGONE NA, LLC | MIAMI | 322478 | $469.7M | 6 | 2026-03-31 | → |
| 103 | GABLES CAPITAL MANAGEMENT INC | MIAMI | 109608 | $438.8M | 8 | 2026-03-31 | → |
| 104 | HOLLANDER ASSET MANAGEMENT LLC | MIAMI | 150343 | $419.7M | 2 | 2026-03-31 | → |
| 105 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 106 | BCI SECURITIES, INC. | MIAMI | 168047 | $402.2M | 74 | 2026-03-31 | → |
| 107 | RATAN CAPITAL MANAGEMENT, LP | MIAMI | 160440 | $401.9M | 2 | 2026-03-31 | → |
| 108 | GALAPAGOS ADVISORY LLC | MIAMI | 322042 | $395.7M | 8 | 2026-03-31 | → |
| 109 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 110 | IN ON CAPITAL ADVISORS LLC | MIAMI | 290038 | $389.4M | 16 | 2026-03-31 | → |
| 111 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 112 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 113 | CIBEST CAPITAL ADVISORY SERVICES LLC | MIAMI | 317663 | $374.8M | 7 | 2026-03-31 | → |
| 114 | LRZ CAPITAL LLC | MIAMI | 333746 | $370.0M | 3 | 2026-04-30 | → |
| 115 | ARAGON GLOBAL MANAGEMENT, LP | MIAMI | 156043 | $369.0M | 3 | 2026-05-31 | → |
| 116 | ROUND TABLE CAPITAL MANAGEMENT, L.P. | MIAMI | 307065 | $362.4M | 3 | 2026-03-31 | → |
| 117 | ACP CAPITAL MANAGEMENT, LLC | MIAMI | 138556 | $360.3M | 17 | 2026-03-31 | → |
| 118 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | MIAMI | 164517 | $353.3M | 5 | 2026-04-30 | → |
| 119 | AVORY & COMPANY, LLC. | MIAMI | 284812 | $353.2M | 3 | 2026-04-30 | → |
| 120 | I SQUARED CAPITAL REGISTERED ADVISOR LLC | MIAMI | 332721 | $348.1M | 331 | 2026-03-31 | → |
| 121 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | MIAMI | 161661 | $346.4M | 8 | 2026-03-31 | → |
| 122 | BLACK TORO LLC | MIAMI | 315289 | $345.1M | 15 | 2026-03-31 | → |
| 123 | RM PRIVATE WEALTH MANAGEMENT INC. | MIAMI | 300082 | $340.9M | 1 | 2026-03-31 | → |
| 124 | MELODEON CAPITAL PARTNERS, LP | MIAMI | 300896 | $340.6M | 2 | 2026-03-31 | → |
| 125 | FLEXIS CAPITAL LLC | MIAMI | 162601 | $339.1M | 3 | 2026-03-31 | → |
| 126 | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP | MIAMI | 285575 | $333.9M | 5 | 2026-03-31 | → |
| 127 | GLIDE CAPITAL LLC | MIAMI | 288592 | $328.5M | 7 | 2026-03-31 | → |
| 128 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 129 | JAGUAR GROWTH ASSET MANAGEMENT, LLC | MIAMI | 169571 | $313.1M | 7 | 2026-06-30 | → |
| 130 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | MIAMI | 321046 | $307.6M | 4 | 2026-06-30 | → |
| 131 | CAMPBELL CAPITAL MANAGEMENT INC | MIAMI | 106130 | $303.3M | 3 | 2026-03-31 | → |
| 132 | LIFEINVEST WEALTH MANAGEMENT, LTD | MIAMI | 146966 | $300.5M | 11 | 2026-03-31 | → |
| 133 | COLBERT INVESTMENT MANAGEMENT CO | MIAMI | 108642 | $295.8M | 3 | 2026-03-31 | → |
| 134 | CIFC PRIVATE CREDIT MANAGEMENT LLC | MIAMI | 334020 | $289.9M | 200 | 2026-03-31 | → |
| 135 | ONE STONE PARTNERS L.L.C. | MIAMI | 163742 | $289.7M | 3 | 2026-03-31 | → |
| 136 | BAU ADVISORS LLC | MIAMI | 301667 | $286.5M | 4 | 2026-03-31 | → |
| 137 | FDI WEALTH MANAGEMENT, LLC | MIAMI | 292050 | $283.8M | 5 | 2026-03-31 | → |
| 138 | MIDTOWN INVESTMENT ADVISORS LLC | MIAMI | 316137 | $278.0M | 4 | 2026-03-31 | → |
| 139 | LEDGERPRIME, LLC | MIAMI | 313715 | $269.0M | 9 | 2024-12-31 | → |
| 140 | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | MIAMI | 314520 | $261.2M | 6 | 2026-06-30 | → |
| 141 | ABF INVESTMENT MANAGEMENT, LLC | MIAMI | 333541 | $253.2M | 10 | 2026-03-31 | → |
| 142 | MORI HUSTON PARTNERS LLC | MIAMI | 151260 | $241.6M | 3 | 2026-05-31 | → |
| 143 | TRUE WEALTH ADVISORY GROUP, LLC | MIAMI | 306523 | $240.1M | 4 | 2026-03-31 | → |
| 144 | CREO CAPITAL PARTNERS MANAGEMENT LLC | MIAMI | 296861 | $235.5M | 6 | 2026-03-31 | → |
| 145 | L&S INVESTMENT ADVISORS, LLC | MIAMI | 285002 | $231.4M | 8 | 2026-03-31 | → |
| 146 | UNIMAR FINANCIAL SERVICES, LLC | MIAMI | 159674 | $230.8M | 3 | 2026-03-31 | → |
| 147 | WELCY CAPITAL ADVISORS LLC | MIAMI | 154782 | $225.7M | 10 | 2026-03-31 | → |
| 148 | OCEANIS FINANCIAL ADVISORS, INC. | MIAMI | 307787 | $225.6M | 2 | 2026-03-31 | → |
| 149 | PARE PARTNERS II LLC | MIAMI | 327575 | $210.0M | 20 | 2026-03-31 | → |
| 150 | ADVISORY INVESTOR SERVICES LLC | MIAMI | 173134 | $209.9M | 12 | 2026-03-31 | → |
| 151 | UCAP ASSET MANAGEMENT LLC | MIAMI | 170846 | $208.2M | 14 | 2026-03-31 | → |
| 152 | KRF CAPITAL LLC | MIAMI | 328334 | $205.0M | 5 | 2026-03-31 | → |
| 153 | ALIANZA CORP. INVESTMENT ADVISOR | MIAMI | 323267 | $204.1M | 5 | 2026-06-30 | → |
| 154 | BRASIL PLURAL INVESTMENT ADVISOR LLC | MIAMI | 288563 | $201.6M | 14 | 2026-05-31 | → |
| 155 | LEVEL ONE GLOBAL ADVISORS, LLC | MIAMI | 316294 | $201.5M | 5 | 2026-03-31 | → |
| 156 | SAUL WEALTH ADVISORS, LLC | MIAMI | 337371 | $201.5M | 4 | 2026-03-31 | → |
| 157 | BALANCE CAPITAL PARTNERS L.P. | MIAMI | 325617 | $195.7M | 3 | 2026-06-30 | → |
| 158 | NUMA AMERICAS CORP. | MIAMI | 164602 | $192.7M | 10 | 2026-02-28 | → |
| 159 | CALUMET CAPITAL PARTNERS LLC | MIAMI | 318770 | $191.0M | 3 | 2026-03-31 | → |
| 160 | AMICORP WEALTH SERVICES LLC | MIAMI | 319247 | $188.5M | 3 | 2026-03-31 | → |
| 161 | PICEA CAPITAL LLC | MIAMI | 307775 | $186.8M | 3 | 2026-03-31 | → |
| 162 | VISION ONE MANAGEMENT PARTNERS, LP | MIAMI | 316551 | $184.7M | 6 | 2026-03-31 | → |
| 163 | CHRONOS CAPITAL ADVISORS LLC | MIAMI | 283639 | $181.1M | 2 | 2026-03-31 | → |
| 164 | ALLARIA ASSET MANAGEMENT, LLC | MIAMI | 287513 | $179.6M | 6 | 2026-04-30 | → |
| 165 | FLOW FOCUS LLC | MIAMI | 306849 | $174.9M | 4 | 2026-03-31 | → |
| 166 | CORRALES & COMPANY, LLC | MIAMI | 332189 | $174.2M | 10 | 2026-04-30 | → |
| 167 | VIZCAYA CAPITAL PARTNERS LLC | MIAMI | 324032 | $172.5M | 3 | 2026-06-30 | → |
| 168 | BLANCHE PARK CAPITAL LLC | MIAMI | 338172 | $167.3M | 3 | 2026-03-31 | → |
| 169 | PARTICIPANT CAPITAL ADVISORS, LLC | MIAMI | 304859 | $166.1M | 9 | 2026-03-31 | → |
| 170 | BICE WEALTH MANAGEMENT LLC | MIAMI | 323979 | $164.5M | 3 | 2026-03-31 | → |
| 171 | ACCIAL CAPITAL MANAGEMENT LLC | MIAMI | 305587 | $164.3M | 21 | 2026-06-30 | → |
| 172 | TLS ADVISORS LLC | MIAMI | 286356 | $164.0M | 10 | 2026-03-31 | → |
| 173 | BARNETT CAPITAL ADVISORS LLC | MIAMI | 159113 | $161.1M | 3 | 2026-03-31 | → |
| 174 | INVERSIONES SURA CORP | MIAMI | 318065 | $160.2M | 1 | 2026-06-30 | → |
| 175 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 176 | KI CAPITAL WEALTH MANAGEMENT US LLC | MIAMI | 317738 | $145.9M | 5 | 2026-06-30 | → |
| 177 | BGV FINANCIAL ADVISORS USA, LLC | MIAMI | 324511 | $143.8M | 2 | 2026-03-31 | → |
| 178 | LMPG WEALTH ADVISORS, LLC | MIAMI | 328251 | $131.7M | 3 | 2026-03-31 | → |
| 179 | OBION CAPITAL MANAGEMENT LP | MIAMI | 329954 | $129.0M | 4 | 2026-03-31 | → |
| 180 | MARIVA GLOBAL ASSET MANAGEMENT, LLC | MIAMI | 285674 | $129.0M | 5 | 2026-04-30 | → |
| 181 | LESTE USA, LLC | MIAMI | 301289 | $126.3M | 12 | 2026-06-30 | → |
| 182 | FORTIS PRIVATE WEALTH ADVISORS, LLC | MIAMI | 304494 | $124.4M | 3 | 2026-03-31 | → |
| 183 | CORAL WEALTH MANAGEMENT, LLC | MIAMI | 307117 | $124.3M | 2 | 2026-06-30 | → |
| 184 | ARBALPHA CAPITAL, LLC | MIAMI | 327158 | $121.6M | 2 | 2026-03-31 | → |
| 185 | DAVIVIENDA INVESTMENT ADVISOR USA LLC | MIAMI | 319755 | $120.2M | 8 | 2026-06-30 | → |
| 186 | PINETREE ADVISORS CORP. | MIAMI | 299275 | $120.0M | 2 | 2026-06-30 | → |
| 187 | SULZBERGER CAPITAL ADVISORS, INC. | MIAMI | 174673 | $117.1M | 2 | 2026-05-31 | → |
| 188 | UYANA PARTNERS LLC | MIAMI | 300280 | $115.0M | 8 | 2026-04-30 | → |
| 189 | HOLDUN FAMILY OFFICE LLC | MIAMI | 300709 | $114.5M | 4 | 2025-02-28 | → |
| 190 | VELTRIA ADVISORS CORP. | MIAMI | 189514 | $113.2M | 6 | 2026-03-31 | → |
| 191 | GLOBAL OPPORTUNE INVESTMENTS LLC | MIAMI | 319494 | $111.3M | 3 | 2026-04-30 | → |
| 192 | STONEX INTERNATIONAL ADVISORS INC | MIAMI | 153799 | $106.7M | 15 | 2026-05-31 | → |
| 193 | CLOUT CAPITAL INVESTMENT MANAGERS LLC | MIAMI | 327315 | $105.0M | 3 | 2026-04-30 | → |
| 194 | EUROCAPITAL ADVISORS, INC | MIAMI | 126163 | $103.6M | 2 | 2026-03-31 | → |
| 195 | MENDOZA PRIVATE WEALTH INC. | MIAMI | 329126 | $101.4M | 1 | 2026-03-31 | → |
| 196 | LION CAPITAL ADVISORS LLC | MIAMI | 305440 | $94.8M | 3 | 2026-03-31 | → |
| 197 | EARTHVIEW ADVISORS LLC | MIAMI | 326565 | $91.7M | 2 | 2025-03-31 | → |
| 198 | ARIAS RESOURCE CAPITAL MANAGEMENT LP | MIAMI | 155885 | $90.8M | 8 | 2026-04-30 | → |
| 199 | ZEST CAPITAL LLC | MIAMI | 316889 | $90.6M | 3 | 2026-03-31 | → |
| 200 | INTER US MANAGEMENT, LLC | MIAMI | 334212 | $83.4M | 6 | 2026-03-31 | → |
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