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Investment adviser firms in Florida · Page 10

Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.

1,071 firms · Source months shown: August 2026

SIRENIA CAPITAL MANAGEMENT LPCRD 340192 · MIAMI BEACH, FL
$4,260,115,721.00Regulatory AUM · August 2026
SIRIS CAPITAL GROUP, LLCCRD 157798 · WEST PALM BEACH, FL
$4,814,637,260.00Regulatory AUM · August 2026
SKY ALPHA ASSET ADVISORS LLCCRD 295839 · BOCA RATON, FL
$215,979,330.00Regulatory AUM · August 2026
SKYE GLOBAL MANAGEMENT LPCRD 283493 · WEST PALM BEACH, FL
$5,205,971,210.00Regulatory AUM · August 2026
SKYVIEW FINANCIAL GROUP, LLCCRD 310581 · PONTE VEDRA BEACH, FL
$286,642,185.00Regulatory AUM · August 2026
SLATESTONE WEALTH LLCCRD 286669 · JUPITER, FL
$1,763,081,657.00Regulatory AUM · August 2026
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.CRD 113833 · BOCA RATON, FL
$4,974,523,594.00Regulatory AUM · August 2026
SLAVIC WEALTH MANAGEMENT, INC.CRD 327929 · BOCA RATON, FL
Not availableRegulatory AUM · August 2026
SMARTX ADVISORY SOLUTIONS LLCCRD 297680 · WEST PALM BEACH, FL
$26,993,430,437.00Regulatory AUM · August 2026
SMITH ASSET MANAGEMENT CO., LLCCRD 127684 · CHIEFLAND, FL
$281,212,631.00Regulatory AUM · August 2026
SMITH BRUER ADVISORS, LLCCRD 284508 · TALLAHASSEE, FL
$238,483,049.00Regulatory AUM · August 2026
SOLIST WEALTH, LLCCRD 329317 · TAMPA, FL
$130,131,318.00Regulatory AUM · August 2026
SOLLINDA CAPITAL MANAGEMENT LLCCRD 321742 · MIAMI, FL
$1,016,267,428.00Regulatory AUM · August 2026
SOLOMON API LLCCRD 159471 · ROCKLEDGE, FL
$388,964,614.00Regulatory AUM · August 2026
SOUND INCOME STRATEGIES, LLCCRD 173272 · FORT LAUDERDALE, FL
$4,181,062,401.00Regulatory AUM · August 2026
SOUTHCOL ADVISORS, LLCCRD 308154 · NAPLES, FL
$208,665,788.00Regulatory AUM · August 2026
SOUTHOCEAN CAPITAL PARTNERS, LLCCRD 171580 · FT. LAUDERDALE, FL
$575,262,443.00Regulatory AUM · August 2026
SPARROW WEALTH MANAGEMENT, INC.CRD 152670 · ORLANDO, FL
$135,197,184.00Regulatory AUM · August 2026
SPECTRA INVESTMENT MANAGEMENT, LLCCRD 288145 · STUART, FL
$306,845,292.00Regulatory AUM · August 2026
SPIREPOINT PRIVATE CLIENT, LLCCRD 327350 · VERO BEACH, FL
$1,440,036,577.00Regulatory AUM · August 2026
SPRAKER WEST WEALTH MANAGEMENT, INCCRD 147075 · WINTER PARK, FL
$265,323,432.00Regulatory AUM · August 2026
SPYRNAL WEALTH MANAGEMENT, LLCCRD 299957 · BOKEELIA, FL
$145,500,000.00Regulatory AUM · August 2026
SRT GROUP LLCCRD 330219 · WEST PALM BEACH, FL
$205,559,617.00Regulatory AUM · August 2026
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLCCRD 169538 · JACKSONVILLE, FL
$374,844,241.00Regulatory AUM · August 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.CRD 132500 · JACKSONVILLE, FL
$151,000,000.00Regulatory AUM · August 2026
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.CRD 110148 · MIAMI BEACH, FL
$79,173,886,703.00Regulatory AUM · August 2026
STATETRUST CAPITAL, LLC.CRD 114052 · BOCA RATON, FL
$93,653,600.00Regulatory AUM · August 2026
STERLING BRIDGE FINANCIAL GROUP LLCCRD 304409 · PALM HARBOR, FL
$131,066,360.00Regulatory AUM · August 2026
STERLING INVESTMENT MANAGEMENT, LLCCRD 174707 · WEST PALM BEACH, FL
$2,412,980,143.00Regulatory AUM · August 2026
STERLING WEALTH ADVISORS, INC.CRD 124121 · PLANTATION, FL
$223,541,508.00Regulatory AUM · August 2026
STEWARDSHIP ADVISORY GROUP, LLCCRD 165710 · CLERMONT, FL
$321,909,000.00Regulatory AUM · August 2026
STILLWATER WEALTH MANAGEMENT GROUP LLCCRD 309796 · JUNO BEACH, FL
$206,582,835.00Regulatory AUM · August 2026
STONE HOUSE CAPITAL MANAGEMENT, LLCCRD 167094 · BAY HARBOR ISLANDS, FL
$169,836,054.00Regulatory AUM · August 2026
STONEBRIDGE FINANCIAL PLANNING GROUP, LLCCRD 154616 · ORLANDO, FL
$329,710,292.00Regulatory AUM · August 2026
STONEX INTERNATIONAL ADVISORS INCCRD 153799 · MIAMI, FL
$106,652,630.00Regulatory AUM · August 2026
STORGE PARTNERS ECONOMIC STUDIES LLCCRD 305395 · CORAL GABLES, FL
$866,631,010.00Regulatory AUM · August 2026
STORMS & ROWDON FINANCIAL SERVICES, INC.CRD 334690 · ORMOND BEACH, FL
$141,159,549.00Regulatory AUM · August 2026
STORR CAPITAL, LLCCRD 324212 · WEST PALM BEACH, FL
$309,522,034.00Regulatory AUM · August 2026
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.CRD 135832 · POMPANO BEACH, FL
$416,491,744.00Regulatory AUM · August 2026
STRENTA INVESTMENT MANAGEMENT SERVICES, LLCCRD 169667 · MIAMI, FL
$916,064,569.00Regulatory AUM · August 2026
STRIVUS WEALTH PARTNERS LLCCRD 173580 · JACKSONVILLE BEACH, FL
$159,075,811.00Regulatory AUM · August 2026
STRONGHOLD WEALTH MANAGEMENT L.L.C.CRD 161194 · TAMPA, FL
$172,917,911.00Regulatory AUM · August 2026
STWD INVESTMENT MANAGEMENT, LLCCRD 288615 · MIAMI BEACH, FL
$5,433,998,213.00Regulatory AUM · August 2026
SUCCESSFUL PORTFOLIOS LLCCRD 152429 · CLEARWATER, FL
$281,529,332.00Regulatory AUM · August 2026
SULZBERGER CAPITAL ADVISORS, INC.CRD 174673 · MIAMI, FL
$117,053,746.00Regulatory AUM · August 2026
SUMMIT WEALTH PARTNERS, LLCCRD 283648 · ORLANDO, FL
$675,661,242.00Regulatory AUM · August 2026
SUN CAPITAL ADVISORS, L.P.CRD 155109 · BOCA RATON, FL
$5,843,293,394.00Regulatory AUM · August 2026
SUNCOAST EQUITY MANAGEMENT, LLCCRD 108289 · TAMPA, FL
$2,114,694,094.00Regulatory AUM · August 2026
SUNDIAL WEALTH LLCCRD 321900 · DELRAY BEACH, FL
$125,789,000.00Regulatory AUM · August 2026
SUNRISE MANAGER LLCCRD 330704 · WEST PALM BEACH, FL
$311,782,933.00Regulatory AUM · August 2026
SUNSTATE WEALTH MANAGEMENT LLCCRD 317453 · CORAL GABLES, FL
$209,762,419.00Regulatory AUM · August 2026
SYNERGY INVESTMENT MANAGEMENT LLCCRD 305961 · ALTAMONTE SPRINGS, FL
$681,452,500.00Regulatory AUM · August 2026
SYNTAX RESEARCH, INC.CRD 151948 · BOCA RATON, FL
$202,934,734.00Regulatory AUM · August 2026
TACTIVE ADVISORS, LLCCRD 309311 · SARASOTA, FL
$619,043,913.00Regulatory AUM · August 2026
TALLVINE PARTNERS MANAGEMENT LPCRD 330629 · CORAL GABLES, FL
$1,420,400,000.00Regulatory AUM · August 2026
TARGETED FINANCIAL SERVICES, LLCCRD 129049 · SEMINOLE, FL
$353,427,211.00Regulatory AUM · August 2026
TCG STRATEGIC INCOME ADVISOR LLCCRD 336718 · WEST PALM BEACH, FL
$5,141,286.00Regulatory AUM · August 2026
TEMPLETON INVESTMENT COUNSEL, LLCCRD 111370 · FT. LAUDERDALE, FL
$4,611,589,623.00Regulatory AUM · August 2026
TERAMO ADVISORS, LLCCRD 291574 · NAPLES, FL
$344,674,711.00Regulatory AUM · August 2026
TERRACAP MANAGEMENT LLCCRD 169695 · NAPLES, FL
$1,439,091,537.00Regulatory AUM · August 2026
TEXAS YALE CAPITAL CORP.CRD 126992 · ST. PETERSBURG, FL
$4,924,925,863.00Regulatory AUM · August 2026
THE AMBRUS GROUP LLCCRD 316761 · TAMPA, FL
$485,069,000.00Regulatory AUM · August 2026
THE BALDWIN GROUP WEALTH ADVISORS, LLCCRD 312284 · TAMPA, FL
$27,276,204,735.00Regulatory AUM · August 2026
THE HIGH NET WORTH ADVISORY GROUP, LLCCRD 309997 · NAPLES, FL
$861,690,592.00Regulatory AUM · August 2026
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLCCRD 326421 · CLEARWATER, FL
$286,055,234.00Regulatory AUM · August 2026
THE INSTITUTE OF FINANCIAL WELLNESS, LLCCRD 317776 · FORT LAUDERDALE, FL
Not availableRegulatory AUM · August 2026
THE PALMER KNIGHT COMPANYCRD 112983 · JACKSONVILLE, FL
$285,424,542.00Regulatory AUM · August 2026
THE PRAEDIUM GROUP LLCCRD 161789 · BOCA RATON, FL
$1,705,148,788.00Regulatory AUM · August 2026
THE TENRET COMPANY, LLCCRD 298570 · TAMPA, FL
$225,446,387.00Regulatory AUM · August 2026
THIRD EYE CAPITAL MANAGEMENT, LLCCRD 287819 · MIAMI BEACH, FL
$291,295,000.00Regulatory AUM · August 2026
THIRD LAKE PARTNERS, LLCCRD 299961 · TAMPA, FL
$5,970,075,889.00Regulatory AUM · August 2026
THOMAS J. HERZFELD ADVISORS, INC.CRD 108369 · MIAMI BEACH, FL
$890,415,395.00Regulatory AUM · August 2026
THURSTON ADVISORS, LLCCRD 318422 · VERO BEACH, FL
$480,922,735.00Regulatory AUM · August 2026
TIEMPO CAPITAL PARTNERS, LLCCRD 329367 · MIAMI, FL
$911,049,981.00Regulatory AUM · August 2026
TIM LOONEY INVESTMENTS, LLCCRD 164413 · LONGWOOD, FL
$490,256,479.00Regulatory AUM · August 2026
TIMOTHY PARTNERS, LTD.CRD 41835 · MAITLAND, FL
$2,862,241,624.00Regulatory AUM · August 2026
TIMUCUAN ASSET MANAGEMENT INCCRD 105899 · JACKSONVILLE, FL
$3,805,034,702.00Regulatory AUM · August 2026
TLS ADVISORS LLCCRD 286356 · MIAMI, FL
$164,036,230.00Regulatory AUM · August 2026
TOBIAS FINANCIAL ADVISORS, INC.CRD 104711 · PLANTATION, FL
$1,191,064,980.00Regulatory AUM · August 2026
TODD WEALTH MANAGEMENT LLCCRD 164761 · VENICE, FL
$158,910,267.00Regulatory AUM · August 2026
TOGETHER WEALTH GROUP LLCCRD 341389 · MIAMI BEACH, FL
Not availableRegulatory AUM · August 2026
TOUNJIAN ADVISORY PARTNERS LLCCRD 329635 · FORT MYERS, FL
$675,467,357.00Regulatory AUM · August 2026
TREASURE COAST FINANCIAL PLANNING, INC.CRD 166684 · VERO BEACH, FL
$241,474,079.00Regulatory AUM · August 2026
TRELLUS MANAGEMENT COMPANY, LLCCRD 137537 · DELRAY BEACH, FL
$156,327,954.00Regulatory AUM · August 2026
TREMBLANT ADVISORS LPCRD 330605 · WEST PALM BEACH, FL
$3,272,192,153.00Regulatory AUM · August 2026
TREMBLANT CAPITAL LPCRD 138743 · WEST PALM BEACH, FL
$744,593,693.00Regulatory AUM · August 2026
TRIARTISAN CAPITAL ADVISORS LLCCRD 324138 · WEST PALM BEACH, FL
$1,557,069,732.00Regulatory AUM · August 2026
TRILLIUM WEALTH LLCCRD 341186 · WINTER PARK, FL
$544,636,725.00Regulatory AUM · August 2026
TRINITY FUND ADVISORS LLCCRD 310217 · MIAMI, FL
$929,996,210.00Regulatory AUM · August 2026
TRIPLETAIL WEALTH MANAGEMENT, LLCCRD 318781 · ORLANDO, FL
$132,112,784.00Regulatory AUM · August 2026
TRIVEST INVESTMENT ADVISORS, LLCCRD 161432 · CORAL GABLES, FL
$6,011,200,759.00Regulatory AUM · August 2026
TRUADVISORS FINANCIAL, LLCCRD 170564 · TAMPA, FL
$132,731,351.00Regulatory AUM · August 2026
TRUE WEALTH ADVISORY GROUP, LLCCRD 306523 · MIAMI, FL
$240,117,337.00Regulatory AUM · August 2026
TRUSTWELL FINANCIAL ADVISORS, LLCCRD 108426 · JACKSONVILLE, FL
$260,788,767.00Regulatory AUM · August 2026
TRUVESTMENTS CAPITAL LLCCRD 291297 · SARASOTA, FL
$660,777,899.00Regulatory AUM · August 2026
TURNER FINANCIAL GROUP, INC.CRD 134204 · PACE, FL
$229,566,133.00Regulatory AUM · August 2026
TYPHON ADVISORS, LLCCRD 339537 · MIAMI BEACH, FL
$10,000,000.00Regulatory AUM · August 2026
TYRO CAPITAL MANAGEMENT, LLCCRD 312329 · MIAMI, FL
$570,906,119.00Regulatory AUM · August 2026
U.S. CHERRY LLCCRD 311564 · ST. PETERSBURG, FL
$8,303,907.00Regulatory AUM · August 2026
U.S. PRIVATE WEALTH, LLCCRD 167288 · PALM BEACH GARDENS, FL
$200,327,081.00Regulatory AUM · August 2026