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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
Ceeto Capital Group, LLCCoral Gables$531.4M
Noble Family Wealth, LLCClearwater$527.5M
Compass Financial Advisory Services, LLCOrmond Beach$527.2M
Compass Group Investments Solutions LLCMiami$526.8M
Convergence Investment Partners, LLCPalm Beach Gardens$523.6M
Disciplined Equity Management, Inc.Neptune Beach$521M
Bicycle Management Company, L.P.Coconut Grove$518.5M1
Altium Investment Strategies LLCWesley Chapel$517.7M
Uhler Vertich White Advisors, LLCFort Myers$513.7M
Pharvision Advisers, LLCBoca Raton$513.2M1
Client 1st Advisory Group LLCDunedin$511.5M
Instrumental Wealth, LLCTampa$508M
Kaufman Rossin Wealth, LLCMiami$506.7M
Beta Capital Management LLCMiami$506.6M
Punch Card Management LPWinter Park$505.4M1
Xcel Wealth Management, LLCHolly Hill$497.9M
White Oaks Investment Management, IncSarasota$496.1M17
Klosters Capital LLCMiami$495.6M
Lifewealth Investments, LLCWinter Garden$490.6M
Tim Looney Investments, LLCLongwood$490.3M
Daher Capital Group, LLCJupiter$490M
Mns Financial Management, L.L.C.Fort Myers$489.2M
The Ambrus Group LLCTampa$485.1M3
Exodus Wealth, LLCFort Lauderdale$483.6M
Global Kandor Advisors, LLCKey Biscayne$483.3M
Thurston Advisors, LLCVero Beach$480.9M9
Orange Avenue Advisors LLCOrlando$480.7M
Priority Senior Secured Income Management, LLCWest Palm Beach$479.1M
Bcp Advisors LLCMiami$475.3M
Allgen Financial Advisors, Inc.Orlando$475.2M
Noctua International Wmg, LLCMiami$474.5M
Brightside Capital Partners LLCLantana$472.8M
Octogone NA, LLCMiami$469.7M6
Capco Asset Management, LLCTampa$468.6M1
Mangrove Equity Partners, L.P.Tampa$468.1M7
Moseley Investment Management, Inc.Bradention$456.8M
Wealth Advisors of Tampa Bay LLCTampa$456.8M
Florida Financial Advisors, LLCTampa$456.1M
Whitestar Advisors, LLCBoca Raton$454.5M
New Water Capital, L.P.Boca Raton$454.4M6
Imz Advisory Inc.Boca Raton$452.7M
Kerrisdale Advisers, LLCMiami Beach$447.8M2
Meridiana Mfo LLCCoral Gables$441.9M
Ardan Equity Partners, LLCWest Palm Beach$441.4M11
Fwg Holdings, LLCWinter Park$439.1M
Gables Capital Management IncMiami$438.8M1
Fogel Capital Management IncStuart$436.7M
L1 Capital Global Inc.Miami Beach$433.6M1
Greenbridge Partners LLCLakeland$433.1M
Castle Wealth Management LLCBoynton Beach$430.1M
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