EXPLORE THE DIRECTORY

Investment adviser firms in Florida · Page 3

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

CARILLON TOWER ADVISERS, INC.CRD 174904 · ST PETERSBURG, FL
$16,864,326,714.00Regulatory AUM · August 2026
CARLYLE AVIATION PDP MANAGEMENT LLCCRD 305746 · MIAMI, FL
$10,396,634,892.00Regulatory AUM · August 2026
CARLYLE AVIATION SECURITIES PARTNERS LLCCRD 168456 · MIAMI, FL
$1,135,964,166.00Regulatory AUM · August 2026
CARPENTER, CLAYDON ADVISORS, INC.CRD 143516 · MAITLAND, FL
$294,900,020.00Regulatory AUM · August 2026
CASSEDY FINANCIAL GROUP, INC.CRD 111446 · TAMPA, FL
$248,446,484.00Regulatory AUM · August 2026
CASTLE WEALTH MANAGEMENT LLCCRD 118364 · BOYNTON BEACH, FL
$430,064,189.00Regulatory AUM · August 2026
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLCCRD 164517 · MIAMI, FL
$353,308,947.00Regulatory AUM · August 2026
CATHERINE AVERY INVESTMENT MANAGEMENT LLCCRD 144946 · LONGBOAT KEY, FL
$317,970,000.00Regulatory AUM · August 2026
CATHY PARETO AND ASSOCIATES, INC.CRD 145919 · CORAL GABLES, FL
$300,132,683.00Regulatory AUM · August 2026
CAYSIDE PARTNERS, LLCCRD 306090 · JUPITER, FL
$353,000,257.00Regulatory AUM · August 2026
CEETO CAPITAL GROUP, LLCCRD 286538 · CORAL GABLES, FL
$531,397,433.00Regulatory AUM · August 2026
CENTER FOR ASSET MANAGEMENT, LLCCRD 147981 · PALM BEACH GARDENS, FL
$257,140,940.00Regulatory AUM · August 2026
CENTER LAKE CAPITAL MANAGEMENT, LLCCRD 174311 · WEST PALM BEACH, FL
$77,933,741.00Regulatory AUM · August 2026
CENTRICA WEALTH MANAGEMENT, LLCCRD 335042 · MIAMI, FL
$627,395,464.00Regulatory AUM · August 2026
CEREDEX VALUE ADVISORS LLCCRD 146023 · WINTER PARK, FL
$3,431,437,288.00Regulatory AUM · August 2026
CERTIFIED ADVISORY CORPCRD 120990 · ALTAMONTE SPRINGS, FL
$3,044,536,415.00Regulatory AUM · August 2026
CERTUITY, LLCCRD 129505 · NORTH PALM BEACH, FL
$3,301,613,248.00Regulatory AUM · August 2026
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLCCRD 154242 · GAINESVILLE, FL
$90,324,490.00Regulatory AUM · August 2026
CHANNING GLOBAL ADVISORS, LLCCRD 290893 · FORT LAUDERDALE, FL
$1,110,391,098.00Regulatory AUM · August 2026
CHAS. P. SMITH & ASSOCIATES, PA, CPA'SCRD 104914 · LAKELAND, FL
$2,888,320,155.00Regulatory AUM · August 2026
CHESAPEAKE CAPITAL CORPORATIONCRD 282099 · TAMPA, FL
$171,860,247.00Regulatory AUM · August 2026
CHIPSER WEALTH MANAGEMENT, LLCCRD 306396 · DESTIN, FL
$140,000,000.00Regulatory AUM · August 2026
CHIRON CAPITAL MANAGEMENT, LLCCRD 308286 · TALLAHASSEE, FL
$242,635,477.00Regulatory AUM · August 2026
CHRONOS CAPITAL ADVISORS LLCCRD 283639 · MIAMI, FL
$181,078,654.00Regulatory AUM · August 2026
CHRONOS WEALTH MANAGEMENT, L.L.C.CRD 299782 · CLEARWATER, FL
$274,039,062.00Regulatory AUM · August 2026
CIBEST CAPITAL ADVISORY SERVICES LLCCRD 317663 · MIAMI, FL
$374,843,073.00Regulatory AUM · August 2026
CIC, LLCCRD 311969 · MARCO ISLAND, FL
$299,750,855.00Regulatory AUM · August 2026
CICCARELLI ADVISORY SERVICES INCCRD 110904 · NAPLES, FL
$1,586,316,444.00Regulatory AUM · August 2026
CIFC ASSET MANAGEMENT LLCCRD 159172 · MIAMI, FL
$44,575,860,272.00Regulatory AUM · August 2026
CIFC INVESTMENT MANAGEMENT LLCCRD 107050 · MIAMI, FL
$1,043,121,736.00Regulatory AUM · August 2026
CIFC PRIVATE CREDIT MANAGEMENT LLCCRD 334020 · MIAMI, FL
$289,866,588.00Regulatory AUM · August 2026
CIFUENTES WEALTH PARTNERS, LLCCRD 139610 · HOLLYWOOD, FL
$173,094,626.00Regulatory AUM · August 2026
CIP PE ADVISORS, LLCCRD 338119 · WEST PALM BEACH, FL
$1,920,476,487.00Regulatory AUM · August 2026
CITADEL ADVISORS LLCCRD 148826 · MIAMI, FL
$570,621,709,022.00Regulatory AUM · August 2026
CLARITY CAPITAL ADVISORS, LLCCRD 282405 · LAKEWOOD RANCH, FL
$406,339,770.00Regulatory AUM · August 2026
CLARITY FINANCIAL ADVISORS LLCCRD 323321 · ST. PETERSBURG, FL
$149,527,424.00Regulatory AUM · August 2026
CLEARSHARES LLCCRD 157531 · MARCO ISLAND, FL
$382,484,066.00Regulatory AUM · August 2026
CLEARWELL ADVISORS, LLCCRD 306186 · TAMPA, FL
$413,513,497.00Regulatory AUM · August 2026
CLIENT 1ST ADVISORY GROUP LLCCRD 167790 · DUNEDIN, FL
$511,486,971.00Regulatory AUM · August 2026
CLOCKWISE CAPITAL LLCCRD 175233 · MIAMI, FL
$71,533,792.00Regulatory AUM · August 2026
CLOUT CAPITAL INVESTMENT MANAGERS LLCCRD 327315 · MIAMI, FL
$105,000,000.00Regulatory AUM · August 2026
CMC ADVISORS, INC.CRD 123811 · BOCA RATON, FL
Not availableRegulatory AUM · August 2026
CNL EDUCATIONAL INSTITUTE, LLCCRD 175137 · ORLANDO, FL
Not availableRegulatory AUM · August 2026
CNL FUND ADVISORS II, LLCCRD 174178 · ORLANDO, FL
$19,949,432.00Regulatory AUM · August 2026
CNL RESIDENTIAL CREDIT MANAGER, LLCCRD 335786 · ORLANDO, FL
$47,989,382.00Regulatory AUM · August 2026
CNL STRATEGIC CAPITAL MANAGEMENT, LLCCRD 286342 · ORLANDO, FL
$1,538,398,057.00Regulatory AUM · August 2026
COASTAL EQUITY MANAGEMENT, LLCCRD 331518 · PENSACOLA, FL
$7,340,000.00Regulatory AUM · August 2026
COASTAL INVESTMENT COMPANY, LLCCRD 322164 · WINTER PARK, FL
$262,937,654.00Regulatory AUM · August 2026
CODE WAECHTER LLCCRD 289372 · TAMPA, FL
$409,020,241.00Regulatory AUM · August 2026
COGENT PRIVATE WEALTH, INC.CRD 319092 · ORLANDO, FL
$250,272,040.00Regulatory AUM · August 2026
COLBERT INVESTMENT MANAGEMENT COCRD 108642 · MIAMI, FL
$295,841,392.00Regulatory AUM · August 2026
COLLABORATIVE WEALTH MANAGEMENT, INC.CRD 142106 · LAKE MARY, FL
$653,282,295.00Regulatory AUM · August 2026
COLONY CAPITAL INVESTMENT ADVISORS, LLCCRD 175506 · BOCA RATON, FL
$336,204,726.00Regulatory AUM · August 2026
COLUMN PARK ASSET MANAGEMENT, LPCRD 169730 · COCOA BEACH, FL
$148,791,000.00Regulatory AUM · August 2026
COMMON CENTS WEALTH MANAGEMENT, LLCCRD 153074 · PEMBROKE PINES, FL
$113,726,879.00Regulatory AUM · August 2026
COMMONWEALTH CREDIT ADVISORS, LLCCRD 312541 · WEST PALM BEACH, FL
$1,730,569,835.00Regulatory AUM · August 2026
COMMUNITY CAPITAL MANAGEMENT, LLCCRD 109368 · FORT LAUDERDALE, FL
$6,995,782,784.00Regulatory AUM · August 2026
COMPASS FINANCIAL ADVISORY SERVICES, LLCCRD 316843 · ORMOND BEACH, FL
$527,155,793.00Regulatory AUM · August 2026
COMPASS FINANCIAL GROUP, INC.CRD 125186 · DEERFIELD BEACH, FL
$429,741,750.00Regulatory AUM · August 2026
COMPASS FINANCIAL MANAGEMENT LLCCRD 156345 · TAMPA, FL
$893,836,789.00Regulatory AUM · August 2026
COMPASS GROUP INVESTMENTS SOLUTIONS LLCCRD 305680 · MIAMI, FL
$526,823,237.00Regulatory AUM · August 2026
COMPOUND FAMILY OFFICES, LLCCRD 298776 · SARASOTA, FL
$540,828,257.00Regulatory AUM · August 2026
COMPREHENSIVE WEALTH SOLUTIONS, LLCCRD 131324 · BOCA RATON, FL
$374,292,250.00Regulatory AUM · August 2026
COMVEST ADVISORS LLCCRD 160753 · WEST PALM BEACH, FL
$2,429,529,950.00Regulatory AUM · August 2026
COMVEST CREDIT ADVISORS, LLCCRD 311663 · WEST PALM BEACH, FL
$9,250,841,213.00Regulatory AUM · August 2026
COMVEST CREDIT MANAGERS, LLCCRD 322342 · WEST PALM BEACH, FL
$956,839,000.00Regulatory AUM · August 2026
CONCISE CAPITAL MANAGEMENT, LPCRD 145778 · MIAMI, FL
$838,564,985.00Regulatory AUM · August 2026
CONCURRENT ASSET MANAGEMENT, LLCCRD 330657 · TAMPA, FL
$2,486,251,673.00Regulatory AUM · August 2026
CONCURRENT INVESTMENT ADVISORS, LLCCRD 323135 · TAMPA, FL
$15,727,990,844.00Regulatory AUM · August 2026
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLCCRD 174670 · TAMPA, FL
$131,312,290.00Regulatory AUM · August 2026
CONSILIUM INVESTMENT MANAGEMENT LLCCRD 131934 · FORT LAUDERDALE, FL
$540,599,925.00Regulatory AUM · August 2026
CONVERGENCE INVESTMENT PARTNERS, LLCCRD 148472 · PALM BEACH GARDENS, FL
$523,573,429.00Regulatory AUM · August 2026
COOLABAH INVESTMENT MANAGEMENT (USA) INCCRD 341121 · MIAMI, FL
Not availableRegulatory AUM · August 2026
COQUINA PRIVATE WEALTH LLCCRD 333615 · PORT CHARLOTTE, FL
$417,576,947.00Regulatory AUM · August 2026
CORAL WEALTH MANAGEMENT, LLCCRD 307117 · MIAMI, FL
$124,317,876.00Regulatory AUM · August 2026
CORE WEALTH ADVISORS, INC.CRD 174386 · LAKELAND, FL
$702,121,920.00Regulatory AUM · August 2026
CORE WEALTH MANAGEMENT, INC.CRD 162870 · JUPITER, FL
$404,712,669.00Regulatory AUM · August 2026
CORIENT IA LPCRD 326262 · MIAMI, FL
$5,109,695,381.00Regulatory AUM · August 2026
CORIENT PRIVATE WEALTH LPCRD 319448 · MIAMI, FL
$165,252,436,553.00Regulatory AUM · August 2026
CORNERSTONE TRUST MANAGEMENT SERVICES LLCCRD 170864 · ALTAMONTE SPRINGS, FL
$1,076,565,811.00Regulatory AUM · August 2026
CORRALES & COMPANY, LLCCRD 332189 · MIAMI, FL
$174,189,878.00Regulatory AUM · August 2026
CORRY CAPITAL ADVISORS, LLCCRD 165403 · VERO BEACH, FL
$2,008,850,285.00Regulatory AUM · August 2026
COVINGTONALSINA, LLCCRD 326810 · JACKSONVILLE, FL
$282,930,732.00Regulatory AUM · August 2026
CPA ASSET MANAGEMENT GROUP, LLCCRD 107833 · WEST PALM BEACH, FL
$619,157,530.00Regulatory AUM · August 2026
CRAFT ASSET MANAGEMENT LLCCRD 289557 · TAMPA, FL
$120,844,771.00Regulatory AUM · August 2026
CRAMER & RAUCHEGGER, INC.CRD 164784 · MAITLAND, FL
$151,424,283.00Regulatory AUM · August 2026
CREDICORP CAPITAL ADVISORS LLCCRD 290081 · MIAMI, FL
$1,579,910,107.00Regulatory AUM · August 2026
CREO CAPITAL PARTNERS MANAGEMENT LLCCRD 296861 · MIAMI, FL
$235,512,738.00Regulatory AUM · August 2026
CRYSTAL CAPITAL PARTNERS, LLCCRD 146010 · BAY HARBOR ISLANDS, FL
$1,296,000,000.00Regulatory AUM · August 2026
CS ADVISORS INC.CRD 130729 · BOCA RATON, FL
$118,044,036.00Regulatory AUM · August 2026
CSENGE ADVISORY GROUP, LLCCRD 131167 · CLEARWATER, FL
$3,169,721,491.00Regulatory AUM · August 2026
CUMBERLAND ADVISORS, LLCCRD 107964 · SARASOTA, FL
$3,217,125,317.00Regulatory AUM · August 2026
CV ADVISORS LLCCRD 164817 · AVENTURA, FL
$15,083,670,822.00Regulatory AUM · August 2026
CWA ASSET MANAGEMENT GROUP, LLCCRD 158940 · NAPLES, FL
$4,514,473,566.00Regulatory AUM · August 2026
CYBER HORNET ETFS LLCCRD 305171 · ST. PETERSBURG, FL
$167,586,519.00Regulatory AUM · August 2026
CYCAP PARTNERS, LLCCRD 335347 · TALLAHASSEE, FL
$143,204,838.00Regulatory AUM · August 2026
CYNDEO WEALTH PARTNERS, LLCCRD 307781 · ST. PETERSBURG, FL
$3,151,489,364.00Regulatory AUM · August 2026
CYWP FUND LLCCRD 337234 · BOCA RATON, FL
$160,808,303.00Regulatory AUM · August 2026
DABA ADVISORS LLCCRD 319371 · MIAMI, FL
$228,411.00Regulatory AUM · August 2026
DAEMON INVESTMENT AND ASSET MANAGEMENT, LLCCRD 285629 · MIAMI, FL
$7,098,464,141.00Regulatory AUM · August 2026