EXPLORE THE DIRECTORY

Investment adviser firms in Florida · Page 2

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: July 2026 and August 2026

ASTON CAPITAL MANAGEMENTCRD 291310 · CORAL GABLES, FL
$711,759,197.00Regulatory AUM · August 2026
ATLANTIC FAMILY WEALTH, LLCCRD 171062 · CORAL GABLES, FL
$210,123,792.00Regulatory AUM · August 2026
ATLANTIC WEALTH PARTNERS, LLCCRD 289440 · JUPITER, FL
$198,142,369.00Regulatory AUM · July 2026
ATTICUS WEALTH MANAGEMENT, LLCCRD 296949 · PALM BEACH GARDENS, FL
$565,329,716.00Regulatory AUM · August 2026
AUA PRIVATE EQUITY PARTNERS, LLCCRD 170597 · WEST PALM BEACH, FL
$841,780,083.00Regulatory AUM · August 2026
AUGUSTINE ASSET MANAGEMENT INCCRD 105801 · JACKSONVILLE, FL
$783,291,351.00Regulatory AUM · August 2026
AUREUM WEALTH MANAGEMENT, LLCCRD 272027 · NORTH PALM BEACH, FL
$150,560,827.00Regulatory AUM · August 2026
AURORA INVESTMENT MANAGERS, LLCCRD 146325 · NAPLES, FL
$358,694,902.00Regulatory AUM · August 2026
AVENTURA CAPITAL MANAGEMENT, LLCCRD 142478 · BOCA RATON, FL
$48,407,771.00Regulatory AUM · August 2026
AVENTURA PRIVATE WEALTH, LLCCRD 332630 · AVENTURA, FL
$374,802,190.00Regulatory AUM · August 2026
AVENTUS INVESTMENT ADVISORS, INC.CRD 153390 · NAPLES, FL
$136,489,439.00Regulatory AUM · August 2026
AVIANCE CAPITAL PARTNERS LLCCRD 146597 · NAPLES, FL
$1,125,638,667.00Regulatory AUM · August 2026
AVORY & COMPANY, LLC.CRD 284812 · MIAMI, FL
$353,171,275.00Regulatory AUM · August 2026
AXXES ADVISORS I LLCCRD 332460 · CORAL GABLES, FL
$6,810,765.00Regulatory AUM · August 2026
AXXES ADVISORS LLCCRD 318039 · CORAL GABLES, FL
$100,000.00Regulatory AUM · August 2026
AXXETS WEALTH MANAGEMENT USA LLCCRD 340858 · AVENTURA, FL
$101,303,220.00Regulatory AUM · August 2026
AZIMUT INVESTMENT ADVISORS LLCCRD 134626 · MIAMI, FL
$1,002,696,146.00Regulatory AUM · August 2026
AZORA CAPITAL LPCRD 287621 · MIAMI, FL
$2,502,505,000.00Regulatory AUM · August 2026
BALANZ ADVISORS LLCCRD 322263 · CORAL GABLES, FL
$152,608,123.00Regulatory AUM · August 2026
BANYAN GLOBAL INVESTMENT ADVISORS, LLCCRD 283264 · BOCA RATON, FL
$162,076,071.00Regulatory AUM · August 2026
BARNETT CAPITAL ADVISORS LLCCRD 159113 · MIAMI, FL
$161,128,400.00Regulatory AUM · August 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLCCRD 126767 · BOCA RATON, FL
$1,196,925,310.00Regulatory AUM · August 2026
BARR FINANCIAL SERVICES, LLCCRD 125444 · WINTER PARK, FL
$269,200,387.00Regulatory AUM · August 2026
BARRAMUNDI ADVISORS LLCCRD 334454 · BOCA RATON, FL
$390,402,667.00Regulatory AUM · August 2026
BASE WEALTH MANAGEMENT LLCCRD 321991 · LAKEWOOD RANCH, FL
$326,333,445.00Regulatory AUM · August 2026
BASSAM WEALTH MANAGEMENT, LLCCRD 330695 · PALM BEACH, FL
$240,970,936.00Regulatory AUM · August 2026
BAU ADVISORS LLCCRD 301667 · MIAMI, FL
$286,466,780.00Regulatory AUM · August 2026
BAYSHORE ASSET MANAGEMENT, LLCCRD 144191 · CORAL GABLES, FL
$740,057,030.00Regulatory AUM · August 2026
BAYSHORE CAPITAL ADVISORS, LLCCRD 110209 · TAMPA, FL
$879,243,015.00Regulatory AUM · August 2026
BAYTRUST WEALTH MANAGEMENT, LLCCRD 338822 · TAMPA, FL
$97,749,639.00Regulatory AUM · August 2026
BAYVIEW ASSET MANAGEMENT, LLCCRD 157053 · CORAL GABLES, FL
$64,207,935,422.00Regulatory AUM · August 2026
BBVA GLOBAL WEALTH ADVISORS, INC.CRD 327326 · MIAMI, FL
$1,364,604,282.00Regulatory AUM · August 2026
BCI SECURITIES, INC.CRD 168047 · MIAMI, FL
$402,246,518.00Regulatory AUM · August 2026
BELHEALTH INVESTMENT PARTNERS, LLCCRD 162674 · FORT LAUDERDALE, FL
$156,717,026.00Regulatory AUM · August 2026
BELLEAIR ASSET MANAGEMENT, LLCCRD 290882 · BELLEAIR BLUFFS, FL
$234,283,723.00Regulatory AUM · August 2026
BELLEAIR WEALTH MANAGEMENT, LLCCRD 131666 · BELLEAIR BLUFFS, FL
$111,159,804.00Regulatory AUM · August 2026
BENCH WALK ADVISORS LLCCRD 313945 · BOCA RATON, FL
$707,608,219.00Regulatory AUM · August 2026
BENCHMARK FINANCIAL WEALTH ADVISORS LLCCRD 287966 · BOCA RATON, FL
$766,078,294.00Regulatory AUM · August 2026
BEQUEST CAPITAL LLCCRD 334768 · SARASOTA, FL
$39,512,738.00Regulatory AUM · August 2026
BETA CAPITAL MANAGEMENT LLCCRD 154894 · MIAMI, FL
$506,620,317.00Regulatory AUM · August 2026
BETTER WAY LLCCRD 300305 · BAL HARBOUR, FL
$107,250,000.00Regulatory AUM · August 2026
BGV FINANCIAL ADVISORS USA, LLCCRD 324511 · MIAMI, FL
$143,820,146.00Regulatory AUM · August 2026
BH3 FUND ADVISORS, LLCCRD 298967 · FORT LAUDERDALE, FL
$578,128,312.00Regulatory AUM · August 2026
BICE WEALTH MANAGEMENT LLCCRD 323979 · MIAMI, FL
$164,479,827.00Regulatory AUM · August 2026
BICYCLE MANAGEMENT COMPANY, L.P.CRD 328090 · COCONUT GROVE, FL
$518,475,206.00Regulatory AUM · August 2026
BIGSUR WEALTH MANAGEMENT, LLCCRD 146511 · MIAMI, FL
$1,281,842,581.00Regulatory AUM · August 2026
BIMINI ADVISORS, LLCCRD 164944 · VERO BEACH, FL
$11,675,993,000.00Regulatory AUM · August 2026
BLACK TORO LLCCRD 315289 · MIAMI, FL
$345,141,149.00Regulatory AUM · August 2026
BLACKRIDGE ASSET MANAGEMENT, LLCCRD 277085 · JUPITER, FL
$370,301,734.00Regulatory AUM · August 2026
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCCRD 291380 · THE VILLAGES, FL
$332,765,429.00Regulatory AUM · August 2026
BLACKTOWER FINANCIAL MANAGEMENT (US) LLCCRD 289142 · ORLANDO, FL
$254,389,418.00Regulatory AUM · August 2026
BLANCHE PARK CAPITAL LLCCRD 338172 · MIAMI, FL
$167,279,241.00Regulatory AUM · August 2026
BLUE INVESTMENT MANAGEMENT, LLCCRD 318610 · MIAMI BEACH, FL
$341,389,254.00Regulatory AUM · August 2026
BLUE SEA CAPITAL LLCCRD 169023 · WEST PALM BEACH, FL
$1,650,666,478.00Regulatory AUM · August 2026
BLUE STAR WEALTH MANAGEMENT LLCCRD 337253 · LAKE MARY, FL
$134,000,000.00Regulatory AUM · August 2026
BLUE WATER ADVISORS LPCRD 288923 · BOCA RATON, FL
$927,895,144.00Regulatory AUM · August 2026
BLUEPRINT WEALTH MANAGEMENT, LLCCRD 169997 · THE VILLAGES, FL
$145,725,885.00Regulatory AUM · August 2026
BOCA WEALTH ADVISORS, LLCCRD 108038 · BOCA RATON, FL
$378,570,000.00Regulatory AUM · August 2026
BORDERLESS MANAGEMENT LLCCRD 323404 · CLERMONT, FL
$345,355,760.00Regulatory AUM · August 2026
BOWEN, HANES & CO INCCRD 105153 · PONTE VEDRA BEACH, FL
$4,620,087,082.00Regulatory AUM · August 2026
BOYNE CAPITAL MANAGEMENT, LLCCRD 285919 · MIAMI, FL
$1,159,269,944.00Regulatory AUM · August 2026
BR CAPITAL ADVISORS LLCCRD 310003 · CORAL GABLES, FL
$568,448,136.00Regulatory AUM · August 2026
BRADESCO GLOBAL ADVISORS INC.CRD 134416 · CORAL GABLES, FL
$181,543,478.00Regulatory AUM · August 2026
BRAINVEST WEALTH MANAGEMENT LLCCRD 289743 · MIAMI, FL
$690,945,172.00Regulatory AUM · August 2026
BRAMSHILL INVESTMENTS, LLCCRD 162492 · NAPLES, FL
$8,144,494,882.00Regulatory AUM · August 2026
BRASIL PLURAL INVESTMENT ADVISOR LLCCRD 288563 · MIAMI, FL
$201,621,881.00Regulatory AUM · August 2026
BRIA CAPITAL GROUP, LLCCRD 175258 · WESLEY CHAPEL, FL
$155,129,219.00Regulatory AUM · August 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLCCRD 331683 · SOUTH MIAMI, FL
$259,800,631.00Regulatory AUM · August 2026
BRIDGEINVEST LLCCRD 307343 · MIAMI, FL
$858,619,075.00Regulatory AUM · August 2026
BRIDGES CAPITAL LLCCRD 297718 · FORT LAUDERDALE, FL
$251,632,877.00Regulatory AUM · August 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLCCRD 161661 · MIAMI, FL
$346,383,104.00Regulatory AUM · August 2026
BRIGHTSIDE CAPITAL PARTNERS LLCCRD 338288 · LANTANA, FL
$472,807,444.00Regulatory AUM · August 2026
BRIGHTWATER ADVISORY, LLCCRD 169806 · TAMPA, FL
$303,758,272.00Regulatory AUM · August 2026
BROADCREST ASSET MANAGEMENT, LLCCRD 287590 · WINTER PARK, FL
$415,493,095.00Regulatory AUM · August 2026
BUCKET LIST WEALTH MANAGEMENT, LLCCRD 286494 · THE VILLAGES, FL
$224,229,438.00Regulatory AUM · August 2026
BUCKEYE-PACIFIC LLCCRD 311553 · NAPLES, FL
$225,420,311.00Regulatory AUM · August 2026
BUCKLEY CAPITAL ADVISORS, LLCCRD 268818 · MIAMI BEACH, FL
$193,814,431.00Regulatory AUM · August 2026
BULLTICK WEALTH MANAGEMENT, LLCCRD 141588 · MIAMI, FL
$1,947,077,863.00Regulatory AUM · August 2026
BULLTICK4U ADVISOR, LLCCRD 319418 · MIAMI, FL
$142,776.00Regulatory AUM · August 2026
BURGESS CHAMBERS & ASSOCIATES INCCRD 110164 · ORLANDO, FL
$165,850,650.00Regulatory AUM · August 2026
BUTENSKY & COHEN FINANCIAL SECURITY INCCRD 110295 · PONTE VEDRA BEACH, FL
$626,009,888.00Regulatory AUM · August 2026
C CUBED CAPITAL PARTNERS, LLCCRD 328128 · BOCA RATON, FL
$362,669,896.00Regulatory AUM · August 2026
CALEO CAPITAL N.A. LLCCRD 308542 · PONTE VEDRA, FL
$111,841,090.00Regulatory AUM · August 2026
CALTON & ASSOCIATES, INC.CRD 20999 · TAMPA, FL
$1,576,517,756.00Regulatory AUM · August 2026
CALUMET CAPITAL PARTNERS LLCCRD 318770 · MIAMI, FL
$191,000,000.00Regulatory AUM · August 2026
CAMARDA FINANCIAL ADVISORS , LLCCRD 113784 · FLEMING ISLAND, FL
$315,368,825.00Regulatory AUM · August 2026
CAMBIER CAPITAL, LLCCRD 341216 · NAPLES, FL
$165,471,064.00Regulatory AUM · August 2026
CAMPBELL CAPITAL MANAGEMENT INCCRD 106130 · MIAMI, FL
$303,336,000.00Regulatory AUM · August 2026
CAMPBELL FINANCIAL PARTNERS, LLCCRD 142889 · FORT MYERS, FL
$202,735,675.00Regulatory AUM · August 2026
CANAL ROAD CAPITAL, LLCCRD 327488 · MIAMI, FL
$1,261,306,586.00Regulatory AUM · August 2026
CANNON GLOBAL INVESTMENT MANAGEMENT, LLCCRD 301911 · DAVIE, FL
$92,902,437.00Regulatory AUM · August 2026
CANOPY 360 WEALTH, LLCCRD 296771 · OCALA, FL
$382,820,511.00Regulatory AUM · August 2026
CAPACUITY LLCCRD 297679 · LAKE MARY, FL
$13,866,813,112.00Regulatory AUM · August 2026
CAPCO ASSET MANAGEMENT, LLCCRD 141325 · TAMPA, FL
$468,584,730.00Regulatory AUM · August 2026
CAPITAL Q MANAGEMENT LLCCRD 305337 · MAITLAND, FL
$93,408,051.00Regulatory AUM · August 2026
CAPITAL WEALTH PLANNING, LLCCRD 150764 · NAPLES, FL
$17,247,323,339.00Regulatory AUM · August 2026
CAPITAL Z PARTNERS MANAGEMENT, LLCCRD 157048 · NAPLES, FL
$1,944,681,244.00Regulatory AUM · August 2026
CAPSTONE WEALTH MANAGEMENT CORP.CRD 165359 · LAKELAND, FL
$109,447,228.00Regulatory AUM · August 2026
CARDEA CAPITAL ADVISORS, LLCCRD 307600 · VERO BEACH, FL
$124,161,851.00Regulatory AUM · August 2026
CARDONE WEALTH ADVISORS, LLCCRD 337559 · AVENTURA, FL
Not availableRegulatory AUM · August 2026