EXPLORE THE DIRECTORY

Investment adviser firms in Florida · Page 11

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

UCAP ASSET MANAGEMENT LLCCRD 170846 · MIAMI, FL
$208,206,707.00Regulatory AUM · August 2026
UHLER VERTICH WHITE ADVISORS, LLCCRD 130716 · FORT MYERS, FL
$513,675,000.00Regulatory AUM · August 2026
ULLMANN WEALTH PARTNERS GROUP, LLCCRD 316697 · JACKSONVILLE BEACH, FL
$1,254,153,252.00Regulatory AUM · August 2026
UNIFIED WEALTH MANAGEMENT LLCCRD 284553 · OLDSMAR, FL
$151,261,565.00Regulatory AUM · August 2026
UNIFY FINANCIAL LLCCRD 324120 · CLEARWATER, FL
$155,790,004.00Regulatory AUM · August 2026
UNIMAR FINANCIAL SERVICES, LLCCRD 159674 · MIAMI, FL
$230,798,715.00Regulatory AUM · August 2026
UNIQUE WEALTH, LLCCRD 312462 · TAMPA, FL
$965,627,008.00Regulatory AUM · August 2026
UNISON ASSET MANAGEMENT LLCCRD 288249 · AVENTURA, FL
$298,201,516.00Regulatory AUM · August 2026
UNIVERSA INVESTMENTS L.P.CRD 146052 · MIAMI, FL
$21,349,131,206.00Regulatory AUM · August 2026
URS ADVISORY LLCCRD 289892 · JUPITER, FL
$200,312,614.00Regulatory AUM · August 2026
UTOPIA WEALTH MANAGEMENT, LLCCRD 300266 · COCONUT CREEK, FL
$261,408,410.00Regulatory AUM · August 2026
UYANA PARTNERS LLCCRD 300280 · MIAMI, FL
$115,043,670.00Regulatory AUM · August 2026
VALLEY FORGE CAPITAL MANAGEMENT, LPCRD 162953 · MIAMI, FL
$4,447,808,128.00Regulatory AUM · August 2026
VALOR ADVISORS LLCCRD 171358 · MIAMI, FL
$4,005,662,140.00Regulatory AUM · August 2026
VALUE FINANCIAL ADVISERS, INC.CRD 107321 · ORLANDO, FL
$105,269,801.00Regulatory AUM · August 2026
VECTOR TECHNOLOGIES, LLCCRD 323237 · MIAMI BEACH, FL
Not availableRegulatory AUM · August 2026
VELTRIA ADVISORS CORP.CRD 189514 · MIAMI, FL
$113,156,643.00Regulatory AUM · August 2026
VERDARA PPP LLCCRD 339710 · TAMPA, FL
Not availableRegulatory AUM · August 2026
VESTA WEALTH MANAGEMENT, LLCCRD 167498 · MIAMI BEACH, FL
$333,332,194.00Regulatory AUM · August 2026
VICTRIX INVESTMENT ADVISORS LLCCRD 167517 · STUART, FL
$343,341,162.00Regulatory AUM · August 2026
VIGIL WEALTH MANAGEMENT, LLCCRD 299619 · PONTE VEDRA BEACH, FL
$186,035,899.00Regulatory AUM · August 2026
VINE INVESTMENT ADVISORS, LPCRD 157341 · PALM BEACH GARDENS, FL
$583,451,294.00Regulatory AUM · August 2026
VISION ONE MANAGEMENT PARTNERS, LPCRD 316551 · MIAMI, FL
$184,670,372.00Regulatory AUM · August 2026
VIZCAYA CAPITAL PARTNERS LLCCRD 324032 · MIAMI, FL
$172,466,704.00Regulatory AUM · August 2026
VIZCAYA CAPITAL, LLCCRD 170518 · MIAMI, FL
$631,426,242.00Regulatory AUM · August 2026
VLB CAPITAL LLCCRD 324885 · WESTON, FL
Not availableRegulatory AUM · August 2026
VOLATILITY SHARES LLCCRD 321955 · PALM BEACH GARDENS, FL
$2,044,322,328.00Regulatory AUM · August 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLCCRD 152869 · JUPITER, FL
$36,167,195,305.00Regulatory AUM · August 2026
VSV MANAGEMENT, LLCCRD 317632 · WEST PALM BEACH, FL
$229,084,453.00Regulatory AUM · August 2026
W.E. FAMILY OFFICES, LLCCRD 109869 · CORAL GABLES, FL
$17,752,394,957.00Regulatory AUM · August 2026
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANYCRD 206518 · TAMPA, FL
$344,142,233.00Regulatory AUM · August 2026
WALSH & ASSOCIATES, LLCCRD 144441 · SARASOTA, FL
$827,707,540.00Regulatory AUM · August 2026
WARREN EQUITY PARTNERS MANAGER, L.P.CRD 295903 · JACKSONVILLE BEACH, FL
$6,088,081,268.00Regulatory AUM · August 2026
WASHBURN CAPITAL MANAGEMENT INC.CRD 125708 · VERO BEACH, FL
$253,596,379.00Regulatory AUM · August 2026
WATER STREET CAPITAL, INC.CRD 158133 · JACKSONVILLE, FL
$1,417,169,654.00Regulatory AUM · August 2026
WATERSTONE FINANCIAL ADVISORY LLCCRD 325012 · FORT MYERS, FL
$262,476,520.00Regulatory AUM · August 2026
WAYPOINTS FINANCIAL, LLCCRD 157494 · SEBRING, FL
$157,721,041.00Regulatory AUM · August 2026
WEALTH ADVISORS OF TAMPA BAY LLCCRD 162724 · TAMPA, FL
$456,772,774.00Regulatory AUM · August 2026
WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.CRD 109576 · TALLAHASSEE, FL
$241,535,549.00Regulatory AUM · August 2026
WEALTH PRO ADVISORS, INC.CRD 169266 · SARASOTA, FL
$317,487,000.00Regulatory AUM · August 2026
WEALTHGEN ADVISORS, LLCCRD 306196 · SARASOTA, FL
$146,600,000.00Regulatory AUM · August 2026
WEALTHTRUST ASSET MANAGEMENT, LLCCRD 174901 · DESTIN, FL
$217,382,332.00Regulatory AUM · August 2026
WEATHERFORD CAPITAL MANAGEMENT LLCCRD 304514 · TAMPA, FL
$1,045,821,873.00Regulatory AUM · August 2026
WEATHERVANE ASSET MANAGEMENT LLCCRD 312424 · FORT LAUDERDALE, FL
$384,119,258.00Regulatory AUM · August 2026
WEBULL ADVISORS LLCCRD 304881 · ST PETERSBURG, FL
$48,858,729.00Regulatory AUM · August 2026
WELCY CAPITAL ADVISORS LLCCRD 154782 · MIAMI, FL
$225,737,911.00Regulatory AUM · August 2026
WELLS GLOBAL INVESTMENT ADVISERS LLCCRD 150139 · WINTER HAVEN, FL
$101,300,000.00Regulatory AUM · August 2026
WERTZ YORK CAPITAL MANAGEMENT GROUP, LLCCRD 115344 · TAMPA, FL
$18,164,131,116.00Regulatory AUM · August 2026
WEXFORD CAPITAL LPCRD 108726 · WEST PALM BEACH, FL
$1,720,519,442.00Regulatory AUM · August 2026
WHALEROCK POINT PARTNERS, LLCCRD 140781 · WEST PALM BEACH, FL
$1,038,257,743.00Regulatory AUM · August 2026
WHITE OAKS INVESTMENT MANAGEMENT, INCCRD 170016 · SARASOTA, FL
$496,135,160.00Regulatory AUM · August 2026
WHITE WOLF CAPITAL ADVISORS, LLCCRD 311816 · MIAMI, FL
$566,799,471.00Regulatory AUM · August 2026
WHITESTAR ADVISORS, LLCCRD 124627 · BOCA RATON, FL
$454,480,753.00Regulatory AUM · August 2026
WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLCCRD 341425 · NAPLES, FL
Not availableRegulatory AUM · August 2026
WILLIAMS WEALTH MANAGEMENT GROUP, INC.CRD 147341 · BRADENTON, FL
$161,048,000.00Regulatory AUM · August 2026
WILLIS ASSET FINANCE MANAGEMENT LLCCRD 337254 · COCONUT CREEK, FL
$349,020,000.00Regulatory AUM · August 2026
WILSON GROUP FINANCIAL MANAGEMENT, LLCCRD 339651 · ORLANDO, FL
$125,094,769.00Regulatory AUM · August 2026
WIN ADVISORS, INCCRD 300351 · PALM BEACH GARDENS, FL
$266,840,858.00Regulatory AUM · August 2026
WINDWARD MANAGEMENT LPCRD 316224 · MIAMI BEACH, FL
$110,546,701.00Regulatory AUM · August 2026
WINNING POINTS ADVISORS, L.L.C.CRD 118077 · BOCA RATON, FL
$173,114,072.00Regulatory AUM · August 2026
WLT PARTNERS INC.CRD 339994 · MIAMI, FL
$104,287,165.00Regulatory AUM · August 2026
WM PARTNERS, LPCRD 235788 · AVENTURA, FL
$1,019,581,744.00Regulatory AUM · August 2026
XCEL WEALTH MANAGEMENT, LLCCRD 158863 · HOLLY HILL, FL
$497,928,235.00Regulatory AUM · August 2026
XENDIA WEALTH LLCCRD 157973 · MIAMI, FL
$475,256,096.00Regulatory AUM · August 2026
XP ADVISORY US, INC.CRD 173779 · MIAMI, FL
$792,319,508.00Regulatory AUM · August 2026
YANDELL INVESTMENTS, LLCCRD 332642 · ORLANDO, FL
$170,997,923.00Regulatory AUM · August 2026
YELLOWSTONE CAPITAL PARTNERS US, LLCCRD 324681 · GAINESVILLE, FL
$288,558,750.00Regulatory AUM · August 2026
ZEGA INVESTMENTS, LLCCRD 330428 · PALM BEACH GARDENS, FL
$614,016,453.00Regulatory AUM · August 2026
ZENITH ADVISORY GROUP, LLCCRD 321689 · THE VILLAGES, FL
$115,437,420.00Regulatory AUM · August 2026
ZEST CAPITAL LLCCRD 316889 · MIAMI, FL
$90,613,564.00Regulatory AUM · August 2026
ZINNIA WEALTH ADVISORY, LLCCRD 295122 · OCALA, FL
$168,819,527.00Regulatory AUM · August 2026