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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
Ideal Retirement Solutions, LLCPort Charlotte$123.5M
Rall Capital Management, Inc.Rockledge$122.7M
Kahn Financial Group, Inc.Clearwater$122.6M
Alphabond LLCPalm Beach$122.6M
Lionsbridge Wealth Management LLCJacksonville Beach$122.4M
Portfolio Resources Advisor Group, Inc.Coral Gables$121.9M
Arbalpha Capital, LLCMiami$121.6M
Resnick Wealth Alliance, LLCPalm Beach Gardens$121.1M
Craft Asset Management LLCTampa$120.8M
Davivienda Investment Advisor USA LLCMiami$120.2M
1650 Wealth Management, LLCLighthouse Point$119.7M
Money Management Concepts, Inc.Melbourne$119.6M
Abacus Capital Advisors LLCPlantation$119.5M
Kailix Advisors LLCAventura$119M
Intellicapital Advisors LLCPonte Vedra$118.9M
Sandhill Wealth Management, Inc.Winter Park$118.5M
Cs Advisors Inc.Boca Raton$118M
Sea Hunter Capital LLCPalm Beach Gardens$117.2M
Sulzberger Capital Advisors, Inc.Miami$117.1M
Greenline Wealth Management LLCBoca Raton$117M
Rees Wealth Management, LLCSarasota$115.7M
Zenith Advisory Group, LLCThe Villages$115.4M
1818 Private Client Group, LLCAventura$115.4M
Uyana Partners LLCMiami$115M
Futura Asset Advisors LLCCoral Gables$114.8M
Veltria Advisors Corp.Miami$113.2M
Delgado Wealth Management, LLCOrlando$112.9M
Caleo Capital N.A. LLCPonte Vedra$111.8M
Global Opportune Investments LLCMiami$111.3M
Belleair Wealth Management, LLCBelleair Bluffs$111.2M
Windward Management LPMiami Beach$110.5M3
Muirfield Capital Global Advisors LLCPalm Beach$110.2M2
Servatus Capital, LLCNaples$110.1M
Peakshares LLCTampa$110M
Private Client Advisor Group, LLCPalm City$110M
Jake Carris Financial Planning, LLCOrlando$109.7M
Capstone Wealth Management Corp.Lakeland$109.4M
Ingram Advisory Services, LLCWinter Haven$109.3M
Lyons Wealth Management, LLCWinter Park$109.1M1
Planning Solutions International LLCJacksonville$108.8M
Montello Wealth Management, Inc.Palm Beach Gardens$108.4M
Shannon T. Pitner and CompanyIndialantic$107.9M
Better Way LLCBal Harbour$107.3M16
Omnitrust Wealth Management, Inc.Jacksonville$107.2M
Elevate Financial Planning and Wealth Management LLCSt. Petersburg$107.1M
Stonex International Advisors IncMiami$106.7M
Clout Capital Investment Managers LLCMiami$105M
Asset Planning CorporationW. Palm Beach$104.4M
Eurocapital Advisors, IncMiami$103.6M
Mendoza Private Wealth Inc.Miami$101.4M
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