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Investment advisers in Florida

1,056 SEC-registered advisers with a main office in Florida, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Amerity Wealth Management, LLCLakeland$338.8M
Colony Capital Investment Advisors, LLCBoca Raton$336.2M4
Personal Financial Profiles IncCoral Springs$335.3M
Eschaton Opportunities Fund Management LPMiami$333.9M2
Vesta Wealth Management, LLCMiami Beach$333.3M
Blackston's Financial Advisory Group, LLCThe Villages$332.8M
Stonebridge Financial Planning Group, LLCOrlando$329.7M
Power Financial Partners, LLCTampa$329.1M
Mtc Wealth Management LLCTampa$329M
Glide Capital LLCMiami$328.5M2
Oxford Wealth Group, LLCOrlando$327.9M
Greenwood Family Advisors LLCMiami$327.1M
Pl Capital Advisors, LLCNaples$326.5M7
Base Wealth Management LLCLakewood Ranch$326.3M
Healthedge Investment Partners, LLCTampa$325.8M5
Osceola Capital Management, LLCTampa$322.3M3
Integrated Financial Strategies, LLCFort Lauderdale$322M
Stewardship Advisory Group, LLCClermont$321.9M
Alhambra Investment Management LLCPalmetto Bay$320.2M
Remedium Capital Partners, LLCWest Palm Beach$319M
Catherine Avery Investment Management LLCLongboat Key$318M
Linda S. Lubitz, Cfp?, PACoral Gables$317.8M
Wealth Pro Advisors, Inc.Sarasota$317.5M
Camarda Financial Advisors , LLCFleming Island$315.4M
Jaguar Growth Asset Management, LLCMiami$313.1M4
Hawkeye Capital Management, LLCMiami Beach$312.8M1
Sunrise Manager LLCWest Palm Beach$311.8M
Northstar Financial Planners, Inc.Plantation$311.6M
Storr Capital, LLCWest Palm Beach$309.5M4
Holland Advisory Services, Inc.Ormond Beach$307.7M
Doma Perpetual Capital Management LLCMiami$307.6M1
Spectra Investment Management, LLCStuart$306.8M
Ekanta Wealth Advisors LLCCoconut Grove$306.7M
Gfg Wealth, LLCOrlando$306.6M
Brightwater Advisory, LLCTampa$303.8M
Campbell Capital Management IncMiami$303.3M
Pl3 Capital LPSunny Isles Beach$300.7M
Lifeinvest Wealth Management, LtdMiami$300.5M
Deepwork Capital, LLCOrlando$300.2M8
Cathy Pareto and Associates, Inc.Coral Gables$300.1M
David Kennon IncorporatedSarasota$300M
Cic, LLCMarco Island$299.8M
Unison Asset Management LLCAventura$298.2M1
Opinicus Capital, Inc.Tampa$297.1M
Matters Capital LLCCoral Gables$296.8M
Colbert Investment Management CoMiami$295.8M
Douglas Capital Management IncJacksonville$295.2M
Carpenter, Claydon Advisors, Inc.Maitland$294.9M
Madden Advisory Services, Inc.Jacksonville$291.7M
Cifc Private Credit Management LLCMiami$289.9M1
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