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Investment adviser firms in Florida · Page 4

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

DAHER CAPITAL GROUP, LLCCRD 341516 · JUPITER, FL
$490,000,000.00Regulatory AUM · August 2026
DAKOTA WEALTH, LLCCRD 297987 · PALM BEACH GARDENS, FL
$6,941,956,964.00Regulatory AUM · August 2026
DALE K. EHRHART, INC.CRD 35971 · VENICE, FL
$648,772,602.00Regulatory AUM · August 2026
DARA CAPITAL US, INC.CRD 153544 · MIAMI, FL
$563,125,344.00Regulatory AUM · August 2026
DARWIN WEALTH MANAGEMENT, LLCCRD 166585 · TAMPA, FL
$614,495,581.00Regulatory AUM · August 2026
DAVID KENNON INCORPORATEDCRD 301130 · SARASOTA, FL
$300,000,008.00Regulatory AUM · August 2026
DAVIS CAPITAL MANAGEMENT LLCCRD 149014 · JACKSONVILLE, FL
$259,000,000.00Regulatory AUM · August 2026
DAVIS PRIVATE WEALTH, LLCCRD 285952 · ROYAL PALM BEACH, FL
$192,700,000.00Regulatory AUM · August 2026
DAVIVIENDA INVESTMENT ADVISOR USA LLCCRD 319755 · MIAMI, FL
$120,204,357.00Regulatory AUM · August 2026
DAYBRIGHT ADVISORY SERVICES, INC.CRD 133795 · MIAMI, FL
$997,417,668.00Regulatory AUM · August 2026
DEEPWORK CAPITAL, LLCCRD 314673 · ORLANDO, FL
$300,228,029.00Regulatory AUM · August 2026
DEERPATH CAPITAL MANAGEMENT, LPCRD 160791 · FORT LAUDERDALE, FL
$9,033,072,653.00Regulatory AUM · August 2026
DEFIANCE ETFS, LLCCRD 294410 · MIAMI, FL
$3,863,075,392.00Regulatory AUM · August 2026
DELGADO WEALTH MANAGEMENT, LLCCRD 305721 · ORLANDO, FL
$112,868,565.00Regulatory AUM · August 2026
DELTA ADVISORY GROUP, INC.CRD 105966 · MAITLAND, FL
$216,326,482.00Regulatory AUM · August 2026
DELTA CAPITAL MANAGEMENT, LLCCRD 128350 · MAITLAND, FL
$277,361,855.00Regulatory AUM · August 2026
DEPRINCE, RACE & ZOLLO, INC.CRD 112099 · WINTER PARK, FL
$5,893,873,474.00Regulatory AUM · August 2026
DESTINY FAMILY OFFICECRD 338015 · TAVARES, FL
$605,068,786.00Regulatory AUM · August 2026
DESTINY WEALTH PARTNERS, LLCCRD 171346 · TAVARES, FL
$947,288,591.00Regulatory AUM · August 2026
DEUTERIUM CAPITAL MANAGEMENT, LLCCRD 294051 · CLEARWATER, FL
$603,665,900.00Regulatory AUM · August 2026
DFN MANAGEMENT LLC.CRD 285057 · TAMPA, FL
$241,367,405.00Regulatory AUM · August 2026
DIGITAL BRIDGE ADVISORS, LLCCRD 291394 · BOCA RATON, FL
$14,599,240,524.00Regulatory AUM · August 2026
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCCRD 290954 · BOCA RATON, FL
$61,100,086,841.00Regulatory AUM · August 2026
DIGNUM ET JUSTUM INVESTMENTS, LLCCRD 342404 · SAINT AUGUSTINE, FL
Not availableRegulatory AUM · August 2026
DIMENSION CAPITAL MANAGEMENT LLCCRD 109380 · CORAL GABLES, FL
$7,286,124,364.00Regulatory AUM · August 2026
DINERAZO INC.CRD 312819 · NORTH MIAMI, FL
$7,500.00Regulatory AUM · July 2026
DIPAOLO FINANCIAL GROUP, INC.CRD 309637 · LUTZ, FL
$167,978,157.00Regulatory AUM · August 2026
DIRECTED CAPITAL ADVISORS, LLCCRD 162277 · ST. PETERSBURG, FL
$419,560,313.00Regulatory AUM · August 2026
DISCIPLINED EQUITY MANAGEMENT, INC.CRD 129436 · NEPTUNE BEACH, FL
$520,953,831.00Regulatory AUM · August 2026
DIVISADERO STREET CAPITAL MANAGEMENT, LPCRD 317392 · MIAMI, FL
$2,611,255,091.00Regulatory AUM · August 2026
DMK ADVISOR GROUP, INC.CRD 41067 · LUTZ, FL
$130,803,725.00Regulatory AUM · August 2026
DOCK STREET ASSET MANAGEMENT INCCRD 111163 · PALM BEACH, FL
$1,110,121,633.00Regulatory AUM · August 2026
DOMA PERPETUAL CAPITAL MANAGEMENT LLCCRD 321046 · MIAMI, FL
$307,649,123.00Regulatory AUM · August 2026
DOMINION PORTFOLIO MANAGEMENT, INC.CRD 106918 · TAMPA, FL
$277,125,069.00Regulatory AUM · August 2026
DORMAN FINANCIAL MANAGEMENT, P.A.CRD 136881 · MAITLAND, FL
$160,580,740.00Regulatory AUM · August 2026
DOUBLELINE ALTERNATIVES LPCRD 175212 · TAMPA, FL
$3,473,833,512.00Regulatory AUM · August 2026
DOUBLELINE CAPITAL LPCRD 152606 · TAMPA, FL
$93,321,790,052.00Regulatory AUM · August 2026
DOUBLELINE ETF ADVISER LPCRD 317415 · TAMPA, FL
$2,125,603,486.00Regulatory AUM · August 2026
DOUGHERTY & ASSOCIATES, LLCCRD 142284 · SPRING HILL, FL
$141,071,329.00Regulatory AUM · August 2026
DOUGLAS CAPITAL MANAGEMENT INCCRD 106262 · JACKSONVILLE, FL
$295,184,098.00Regulatory AUM · August 2026
DOW FAMILY OFFICE ADVISORY, LLCCRD 340475 · LAKEWOOD RANCH, FL
Not availableRegulatory AUM · August 2026
DOWNTOWN WEALTH STUDIOS, LLCCRD 325213 · MIAMI, FL
$563,471,530.00Regulatory AUM · August 2026
DOXARA CAPITAL LPCRD 339621 · JACKSONVILLE, FL
$125,000,000.00Regulatory AUM · August 2026
DRAGUS CAPITAL, LLCCRD 158122 · CORAL GABLES, FL
$225,942,454.00Regulatory AUM · August 2026
DREAMS INVESTMENT SOLUTIONSCRD 339186 · SARASOTA, FL
Not availableRegulatory AUM · August 2026
DRIFTWOOD ADVISORS, LLCCRD 307316 · CORAL GABLES, FL
$568,830,000.00Regulatory AUM · August 2026
DSM CAPITAL PARTNERS LLCCRD 113609 · PALM BEACH GARDENS, FL
$7,564,870,000.00Regulatory AUM · August 2026
DUBIN CLARK & COMPANY, INCCRD 282733 · JACKSONVILLE BEACH, FL
$425,226,332.00Regulatory AUM · August 2026
DUDLEY & SHANLEY, INC.CRD 157515 · PALM BEACH, FL
$746,831,687.00Regulatory AUM · August 2026
DUNN CAPITAL MANAGEMENT, LLCCRD 328632 · STUART, FL
$268,989,599.00Regulatory AUM · August 2026
DWIGHT SECURITIES MANAGEMENT LLCCRD 174984 · SUNNY ISLES BEACH, FL
$4,555,758,653.00Regulatory AUM · August 2026
DYNASTY WEALTH MANAGEMENT, LLCCRD 153377 · ST. PETERSBURG, FL
$13,883,576,456.00Regulatory AUM · August 2026
E. BATOFF & CO., INC.CRD 124815 · TAMPA, FL
$249,200,000.00Regulatory AUM · August 2026
EAGLE ASSET MANAGEMENT INCCRD 110653 · ST. PETERSBURG, FL
$60,652,760,758.00Regulatory AUM · August 2026
EATON FINANCIAL HOLDINGS COMPANY, LLCCRD 316323 · CORAL SPRINGS, FL
$382,161,339.00Regulatory AUM · August 2026
ECONOLOGICS FINANCIAL ADVISORS, LLCCRD 125738 · LARGO, FL
$183,239,676.00Regulatory AUM · August 2026
EDMP, INC.CRD 110248 · LUTZ, FL
$147,370,416.00Regulatory AUM · August 2026
EDWARDS CAPITAL, LLCCRD 157864 · MIAMI, FL
$7,894,622,348.00Regulatory AUM · August 2026
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.CRD 158905 · MIAMI, FL
$2,301,686,106.00Regulatory AUM · August 2026
EIGHTFOLD REAL ESTATE CAPITAL, L.P.CRD 163086 · MIAMI, FL
$1,425,693,629.00Regulatory AUM · August 2026
EIR PARTNERS CAPITAL, LPCRD 319010 · MIAMI, FL
$2,717,299,333.00Regulatory AUM · August 2026
EKANTA WEALTH ADVISORS LLCCRD 282031 · COCONUT GROVE, FL
$306,677,491.00Regulatory AUM · August 2026
EL MENUDO CUENTA LLCCRD 328439 · MIAMI, FL
$3,600.00Regulatory AUM · August 2026
ELEMENT POINTE ADVISORS, LLCCRD 282750 · MIAMI, FL
$1,218,377,295.00Regulatory AUM · August 2026
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLCCRD 329079 · ST. PETERSBURG, FL
$107,110,000.00Regulatory AUM · August 2026
ELEVATION ADVISORY PARTNERS LLCCRD 312170 · ORLANDO, FL
$226,045,866.00Regulatory AUM · August 2026
ELION PARTNERS, LLCCRD 170483 · MIAMI, FL
$1,412,383,000.00Regulatory AUM · August 2026
ELLIOTT INVESTMENT MANAGEMENT L.P.CRD 307151 · WEST PALM BEACH, FL
$128,623,830,745.00Regulatory AUM · August 2026
EMCEE INVEST, INC.CRD 297589 · MIAMI, FL
Not availableRegulatory AUM · August 2026
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLCCRD 159393 · BOCA RATON, FL
$679,546,496.00Regulatory AUM · August 2026
ENTELEVEST, LLCCRD 318115 · CORAL GABLES, FL
$147,032,517.00Regulatory AUM · August 2026
EPIC ADVISORY SERVICES CORPCRD 176526 · BOCA RATON, FL
$134,254,207.00Regulatory AUM · August 2026
ESCHATON OPPORTUNITIES FUND MANAGEMENT LPCRD 285575 · MIAMI, FL
$333,911,478.00Regulatory AUM · August 2026
ETERNAL CAPITAL, LLCCRD 333684 · MIAMI, FL
$42,745,886.00Regulatory AUM · August 2026
EULAV ASSET MANAGEMENTCRD 156397 · SARASOTA, FL
$3,700,000,000.00Regulatory AUM · August 2026
EUROCAPITAL ADVISORS, INCCRD 126163 · MIAMI, FL
$103,595,993.00Regulatory AUM · August 2026
EVE PARTNERS, LLCCRD 307661 · PONTE VEDRA BEACH, FL
$641,335,168.00Regulatory AUM · August 2026
EVENSKY & KATZ, LLCCRD 109698 · CORAL GABLES, FL
$3,209,825,405.00Regulatory AUM · August 2026
EVERTERN WEALTH, LLCCRD 340830 · NAPLES, FL
$1,564,247,778.00Regulatory AUM · August 2026
EVOLUTION WEALTH ADVISORS, LLCCRD 285142 · AVENTURA, FL
$1,957,928,881.00Regulatory AUM · August 2026
EVOLUTION WEALTH MANAGEMENT INC.CRD 307644 · FORT MYERS, FL
$171,743,835.00Regulatory AUM · August 2026
EXODUS WEALTH, LLCCRD 174328 · FORT LAUDERDALE, FL
$483,606,925.00Regulatory AUM · August 2026
F&V CAPITAL MANAGEMENT, L.L.C.CRD 146399 · BOCA RATON, FL
$557,839,445.00Regulatory AUM · August 2026
FACET WEALTH, INCCRD 285961 · WEST PALM BEACH, FL
$7,603,700,943.00Regulatory AUM · August 2026
FAI CAPITAL MANAGEMENTCRD 147025 · TAMPA, FL
$842,109,549.00Regulatory AUM · August 2026
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.CRD 107987 · SOUTH MIAMI, FL
$2,141,157,171.00Regulatory AUM · August 2026
FAIRWAY FINANCIAL, LLCCRD 134675 · CASSELBERRY, FL
$159,599,831.00Regulatory AUM · August 2026
FAMILYWEALTH ADVISERS LLCCRD 289193 · LAKE MARY, FL
$394,645,121.00Regulatory AUM · August 2026
FAMILYWEALTH ASSET MANAGEMENTCRD 147869 · LAKE MARY, FL
$177,037,715.00Regulatory AUM · August 2026
FBMC RETIREMENT SOLUTIONS, LLCCRD 334707 · TALLAHASSEE, FL
Not availableRegulatory AUM · August 2026
FDI WEALTH MANAGEMENT, LLCCRD 292050 · MIAMI, FL
$283,751,761.00Regulatory AUM · August 2026
FELLOWSHIP INVESTMENT ADVISORS, LLCCRD 154103 · MAITLAND, FL
$175,871,399.00Regulatory AUM · August 2026
FFG PARTNERS, LLCCRD 318641 · FORT LAUDERDALE, FL
$567,365,373.00Regulatory AUM · August 2026
FFO INVESTMENTS LLCCRD 338887 · TAMPA, FL
$207,088,515.00Regulatory AUM · August 2026
FIDELIS CAPITAL PARTNERS, LLCCRD 322287 · TAMPA, FL
$2,284,448,461.00Regulatory AUM · August 2026
FIDUCIARY FAMILY OFFICE, LLCCRD 326990 · BOCA RATON, FL
$747,668,854.00Regulatory AUM · August 2026
FIDUCIARY FIRST, LLCCRD 150330 · MAITLAND, FL
$2,461,767,783.00Regulatory AUM · August 2026
FIFTH AVENUE FAMILY OFFICE LLCCRD 122448 · NAPLES, FL
$1,350,847,041.00Regulatory AUM · August 2026
FIG CAPITAL MANAGEMENT, LLCCRD 290099 · JACKSONVILLE, FL
$282,999,682.00Regulatory AUM · August 2026
FINACCESS ADVISORS, LLCCRD 150697 · MIAMI, FL
$4,113,584,758.00Regulatory AUM · August 2026