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Investment advisers in Florida

1,060 SEC-registered advisers with a main office in Florida, ordered by regulatory AUM.
FirmCityReg. AUMFunds
One + One Wealth Management, LLCJupiter$383M—
Canopy 360 Wealth, LLCOcala$382.8M—
Clearshares LLCMarco Island$382.5M—
Eaton Financial Holdings Company, LLCCoral Springs$382.2M—
Myriad Asset Management Advisors LLCWest Palm Beach$380.9M—
Scala Capital LLCMiami$380.5M13
Agnello Financial Group, Inc.West Palm Beach$378.6M—
Boca Wealth Advisors, LLCBoca Raton$378.6M—
Financial Advisory Partners, LLCWinter Park$377.8M—
Pinvest LLCCoral Gables$377.5M—
St. Johns Investment Management Company, LLCJacksonville$374.8M—
Cibest Capital Advisory Services LLCMiami$374.8M—
Aventura Private Wealth, LLCAventura$374.8M4
Comprehensive Wealth Solutions, LLCBoca Raton$374.3M—
Aragon Global Management, LPMiami$369M1
Aft, Forsyth & Sober, LLCValrico$368.5M—
Highland Investment Advisors LLCPonte Vedra$368.3M—
Invenio Wealth Partners, LLCCoral Gables$364M—
C Cubed Capital Partners, LLCBoca Raton$362.7M2
Round Table Capital Management, L.P.Miami$362.4M4
Mra Advisory GroupSarasota$361.3M—
Mfp Financial Services, LLCSafety Harbor$361M—
Acp Capital Management, LLCMiami$360.3M7
Lynk Capital Management Company, LLCJacksonville$359.6M1
Novak & Powell Financial Services, Inc.St. Petersburg$359.5M—
Aurora Investment Managers, LLCNaples$358.7M—
Lifespan Financial Strategies, Inc.Weston$357.4M—
Saltmarsh Financial Advisors, LLCPensacola$356.5M—
Life Planning Partners, Inc.Jacksonville$354M—
Targeted Financial Services, LLCSeminole$353.4M—
Catenary Alternatives Asset Management, LLCMiami$353.3M1
Avory & Company, LLC.Miami$353.2M—
Forman Capital, LLCDelray Beach$350.5M14
Aragon Capital LLCFort Lauderdale$349.3M—
Willis Asset Finance Management LLCCoconut Creek$349M5
Opal Capital LLCBoca Raton$348.3M—
I Squared Capital Registered Advisor LLCMiami$348.1M3
Heritage Oak Wealth Advisors LLCSanta Rosa Beach$347.4M4
Brightline Capital Management, LLCMiami$346.4M2
Great Elm Capital Management, LLCPalm Beach Gardens$346.1M1
Ipcp Management, LLCBoca Raton$345.6M7
Borderless Management LLCClermont$345.4M8
Black Toro LLCMiami$345.1M1
Teramo Advisors, LLCNaples$344.7M—
She Ddf1 Manager LLCCoconut Grove$343.8M7
Victrix Investment Advisors LLCStuart$343.3M—
Blue Investment Management, LLCMiami Beach$341.4M2
Rm Private Wealth Management Inc.Miami$340.9M—
Premia Global Advisors, LLCCoral Gables$340.8M—
Melodeon Capital Partners, LPMiami$340.6M5
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