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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
Premier Private Wealth Management, LLCPalm Harbor$126.3M—
Leste USA, LLCMiami$126.3M—
Reality Financial Planning Services, LLCSarasota$125.9M—
Sundial Wealth LLCDelray Beach$125.8M1
Mar Wealth Management Services, LLCWest Palm Beach$125.1M—
Wilson Group Financial Management, LLCOrlando$125.1M—
Doxara Capital LPJacksonville$125M—
Landmark Investment Partners, L.P.West Palm Beach$124.9M1
Fortis Private Wealth Advisors, LLCMiami$124.4M—
Coral Wealth Management, LLCMiami$124.3M—
Cardea Capital Advisors, LLCVero Beach$124.2M—
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—
1 Main Capital Management, LLCAventura$118.7M1
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—
Intellicapital Advisors LLCPonte Vedra$116.3M—
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—
Muirfield Capital Global Advisors LLCPalm Beach$110.2M2
Servatus Capital, LLCNaples$110.1M—
Private Client Advisor Group, LLCPalm City$110M—
Peakshares LLCTampa$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
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