EXPLORE THE DIRECTORY

Investment adviser firms in Florida · Page 7

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

LIFEINVEST WEALTH MANAGEMENT, LTDCRD 146966 · MIAMI, FL
$300,546,854.00Regulatory AUM · August 2026
LIFESPAN FINANCIAL STRATEGIES, INC.CRD 119800 · WESTON, FL
$357,426,385.00Regulatory AUM · August 2026
LIFESTYLE FREEDOM ADVISORY GROUP, LLCCRD 283512 · BRADENTON, FL
$156,824,991.00Regulatory AUM · August 2026
LIFEWEALTH INVESTMENTS, LLCCRD 332978 · WINTER GARDEN, FL
$490,593,143.00Regulatory AUM · August 2026
LIGHTHOUSE FINANCIAL LLCCRD 137277 · SAINT PETERSBURG, FL
$755,605,026.00Regulatory AUM · August 2026
LIGHTHOUSE INVESTMENT PARTNERS, LLCCRD 136591 · PALM BEACH GARDENS, FL
$87,376,978,835.00Regulatory AUM · August 2026
LIGHTVIEW CAPITAL, LLCCRD 306106 · WEST PALM BEACH, FL
$157,564,446.00Regulatory AUM · August 2026
LINDA S. LUBITZ, CFP®, PACRD 108648 · CORAL GABLES, FL
$317,822,212.00Regulatory AUM · August 2026
LION CAPITAL ADVISORS LLCCRD 305440 · MIAMI, FL
$94,809,671.00Regulatory AUM · August 2026
LIONSBRIDGE WEALTH MANAGEMENT LLCCRD 149019 · JACKSONVILLE BEACH, FL
$122,426,489.00Regulatory AUM · August 2026
LMPG WEALTH ADVISORS, LLCCRD 328251 · MIAMI, FL
$131,651,764.00Regulatory AUM · August 2026
LOCUST POINT CAPITAL, INC.CRD 286689 · MIAMI, FL
$1,583,064,096.00Regulatory AUM · August 2026
LONG SHORT ADVISORS, LLCCRD 153632 · PALM BEACH GARDENS, FL
$154,242,654.00Regulatory AUM · August 2026
LOOP CAPITAL ASSET MANAGEMENT - TCH LLCCRD 149280 · MIAMI, FL
$10,808,795,428.00Regulatory AUM · August 2026
LORIENT CAPITAL MANAGEMENT, LLCCRD 289572 · MIAMI, FL
$1,944,457,297.00Regulatory AUM · August 2026
LOTUS TECHNOLOGY MANAGEMENT, LPCRD 335468 · ORLANDO, FL
$405,000,000.00Regulatory AUM · August 2026
LOYOLA ASSET MANAGEMENT LLCCRD 153255 · CORAL GABLES, FL
$239,900,141.00Regulatory AUM · August 2026
LRI INVESTMENTS, LLCCRD 323556 · PALM BEACH GARDENS, FL
$2,781,193,458.00Regulatory AUM · August 2026
LRZ CAPITAL LLCCRD 333746 · MIAMI, FL
$370,000,000.00Regulatory AUM · August 2026
LS BDC ADVISER, LLCCRD 313799 · MIAMI, FL
$1,040,209,513.00Regulatory AUM · August 2026
LUMA CAPITAL LLCCRD 119576 · NAPLES, FL
$135,786,645.00Regulatory AUM · August 2026
LWM ADVISORY SERVICES, LLCCRD 172009 · PLANTATION, FL
$1,090,915,835.00Regulatory AUM · August 2026
LYNK CAPITAL MANAGEMENT COMPANY, LLCCRD 329038 · JACKSONVILLE, FL
$359,554,552.00Regulatory AUM · August 2026
LYNX ADVISORY PARTNERS LLCCRD 326594 · CORAL GABLES, FL
$221,366,192.00Regulatory AUM · August 2026
LYONS WEALTH MANAGEMENT, LLCCRD 150581 · WINTER PARK, FL
$109,121,693.00Regulatory AUM · August 2026
MAC ALPHA CAPITAL MANAGEMENT, LPCRD 311412 · TAMPA, FL
$937,827,441.00Regulatory AUM · August 2026
MACERATIO LLCCRD 304078 · MIAMI, FL
$1,191,853,071.00Regulatory AUM · August 2026
MACKE FINANCIAL ADVISORY GROUP, INC.CRD 111318 · FORT MYERS, FL
$175,713,593.00Regulatory AUM · August 2026
MACLENDON WEALTH MANAGEMENT, LLCCRD 157819 · DELRAY BEACH, FL
$129,587,861.00Regulatory AUM · August 2026
MADDEN ADVISORY SERVICES, INC.CRD 112607 · JACKSONVILLE, FL
$291,665,578.00Regulatory AUM · August 2026
MAGGI INVESTMENT SERVICES, LLCCRD 156856 · OLDMAR, FL
$154,000,000.00Regulatory AUM · August 2026
MALLINI COMPLETE FINANCIAL PLANNING LLCCRD 175341 · GAINESVILLE, FL
$175,959,634.00Regulatory AUM · August 2026
MANGROVE EQUITY PARTNERS, L.P.CRD 162429 · TAMPA, FL
$468,101,399.00Regulatory AUM · August 2026
MANNA WEALTH MANAGEMENT INC.CRD 332313 · MIAMI BEACH, FL
$146,137,215.00Regulatory AUM · August 2026
MAR WEALTH MANAGEMENT SERVICES, LLCCRD 167335 · WEST PALM BEACH, FL
$125,115,200.00Regulatory AUM · August 2026
MARIACA WEALTH MANAGEMENT, LLCCRD 164001 · WELLINGTON, FL
$251,123,200.00Regulatory AUM · August 2026
MARINER INSTITUTIONAL, LLCCRD 111964 · WINTER PARK, FL
$2,822,300,000.00Regulatory AUM · August 2026
MARIVA GLOBAL ASSET MANAGEMENT, LLCCRD 285674 · MIAMI, FL
$128,963,954.00Regulatory AUM · August 2026
MARLIN MANAGER, LLCCRD 310768 · SAINT PETERSBURG, FL
$871,025,469.00Regulatory AUM · August 2026
MARTIN D. PARLATO & ASSOCIATES, INC.CRD 147403 · PONTE VEDRA, FL
$284,640,031.00Regulatory AUM · August 2026
MARTIN INVESTMENT MANAGEMENT, LLCCRD 105381 · PALM BEACH GARDENS, FL
$888,055,843.00Regulatory AUM · August 2026
MAS ADVISORS LLCCRD 165906 · CORAL GABLES, FL
$2,556,217,487.00Regulatory AUM · August 2026
MATERETSKY FINANCIAL GROUP, INC.CRD 292353 · BOYNTON BEACH, FL
$720,764,738.00Regulatory AUM · August 2026
MATTERS CAPITAL LLCCRD 333776 · CORAL GABLES, FL
$296,786,932.00Regulatory AUM · August 2026
MATTHIAS PRIVATE WEALTH, LLCCRD 289761 · WINTER PARK, FL
$242,839,136.00Regulatory AUM · August 2026
MAVS WEALTH MANAGEMENT GROUP, LLCCRD 337364 · ST. PETERSBURG, FL
Not availableRegulatory AUM · August 2026
MAXIMAI INVESTMENT PARTNERS, LLCCRD 284919 · CORAL GABLES, FL
$695,829,702.00Regulatory AUM · August 2026
MBF HEALTHCARE MANAGEMENT II, LLCCRD 283576 · CORAL GABLES, FL
$235,034,989.00Regulatory AUM · August 2026
MCDERMOTT INVESTMENT ADVISORS, LLCCRD 132221 · NAPLES, FL
$203,288,172.00Regulatory AUM · August 2026
MCDONOUGH CAPITAL MANAGEMENT, INC.CRD 143767 · ORLANDO, FL
$258,240,524.00Regulatory AUM · August 2026
MEG GREEN & ASSOCIATES, INC.CRD 284866 · PLANTATION, FL
$1,017,902,995.00Regulatory AUM · August 2026
MELODEON CAPITAL PARTNERS, LPCRD 300896 · MIAMI, FL
$340,570,051.00Regulatory AUM · August 2026
MENDON CAPITAL ADVISORS CORPCRD 113058 · KEY LARGO, FL
$253,751,059.00Regulatory AUM · August 2026
MENDOZA PRIVATE WEALTH INC.CRD 329126 · MIAMI, FL
$101,369,000.00Regulatory AUM · August 2026
MERIDIAN WEALTH GROUP, LLCCRD 342462 · DADE CITY, FL
Not availableRegulatory AUM · August 2026
MERIDIANA MFO LLCCRD 306237 · CORAL GABLES, FL
$441,877,759.00Regulatory AUM · August 2026
MERITED WEALTH, LLCCRD 299549 · NORTH BAY VILLAGE, FL
$186,147,824.00Regulatory AUM · August 2026
METEORA CAPITAL, LLCCRD 313378 · BOCA RATON, FL
$1,535,977,791.00Regulatory AUM · August 2026
MFP FINANCIAL SERVICES, LLCCRD 331681 · SAFETY HARBOR, FL
$361,000,000.00Regulatory AUM · August 2026
MGM INNOVA CAP MANAGEMENT LLCCRD 301918 · MIAMI, FL
$77,988,960.00Regulatory AUM · August 2026
MIDTOWN INVESTMENT ADVISORS LLCCRD 316137 · MIAMI, FL
$278,021,328.00Regulatory AUM · August 2026
MILLARES ASSET MANAGEMENT, LLCCRD 144620 · CORAL GABLES, FL
$236,174,233.00Regulatory AUM · August 2026
MILLER VALUE PARTNERS, LLCCRD 110632 · SARASOTA, FL
$418,183,811.00Regulatory AUM · August 2026
MMBG INVESTMENT ADVISORS CO.CRD 285263 · MIAMI, FL
$2,983,709,180.00Regulatory AUM · August 2026
MNS FINANCIAL MANAGEMENT, L.L.C.CRD 116604 · FORT MYERS, FL
$489,223,767.00Regulatory AUM · August 2026
MODERN PORTFOLIO CONSULTANTS, LLCCRD 120846 · NAPLES, FL
$1,196,629,908.00Regulatory AUM · August 2026
MOISAND FITZGERALD TAMAYO, LLCCRD 109419 · ORLANDO, FL
$1,350,217,545.00Regulatory AUM · August 2026
MONEY CONCEPTS CAPITAL CORPCRD 12963 · PALM BEACH GARDENS, FL
$4,067,994,442.00Regulatory AUM · August 2026
MONEY MANAGEMENT CONCEPTS, INC.CRD 111485 · MELBOURNE, FL
$119,592,733.00Regulatory AUM · August 2026
MONORAIL SECURITIES LLCCRD 285309 · SARASOTA, FL
$388,662,775.00Regulatory AUM · August 2026
MONTELLO WEALTH MANAGEMENT, INC.CRD 151058 · PALM BEACH GARDENS, FL
$108,420,000.00Regulatory AUM · August 2026
MOOLA COPILOT LLCCRD 334132 · NAPLES, FL
Not availableRegulatory AUM · August 2026
MOONRISE CAPITAL LPCRD 286269 · VERO BEACH, FL
$1,128,222,493.00Regulatory AUM · August 2026
MORA CAPITAL MANAGEMENT, LLCCRD 112221 · MIAMI, FL
$1,904,670,726.00Regulatory AUM · August 2026
MORAN WEALTH MANAGEMENT, LLCCRD 319208 · NAPLES, FL
$5,095,822,670.00Regulatory AUM · August 2026
MORANGIE MANAGEMENT LLCCRD 332949 · VERO BEACH, FL
$705,963,638.00Regulatory AUM · August 2026
MORI HUSTON PARTNERS LLCCRD 151260 · MIAMI, FL
$241,621,242.00Regulatory AUM · August 2026
MOSELEY INVESTMENT MANAGEMENT, INC.CRD 124152 · BRADENTION, FL
$456,828,669.00Regulatory AUM · August 2026
MOTIV8 INVESTMENTS LLCCRD 285560 · PORT ST LUCIE, FL
$219,071,944.00Regulatory AUM · August 2026
MRA ADVISORY GROUPCRD 287933 · SARASOTA, FL
$361,273,117.00Regulatory AUM · August 2026
MTC WEALTH MANAGEMENT LLCCRD 305308 · TAMPA, FL
$329,006,989.00Regulatory AUM · August 2026
MUIRFIELD CAPITAL GLOBAL ADVISORS LLCCRD 287547 · PALM BEACH, FL
$110,203,221.00Regulatory AUM · August 2026
MURPHY CLARKE WILLIAMS & STONE LLCCRD 330290 · MIAMI BEACH, FL
$181,168,970.00Regulatory AUM · August 2026
MUTUAL TRUST ADVISORY GROUP, INC.CRD 277060 · ESTERO, FL
$165,776,178.00Regulatory AUM · August 2026
MUTUAL TRUST ASSET MGMT., INC.CRD 121364 · TAMPA, FL
$58,355,433.00Regulatory AUM · August 2026
MYRIAD ASSET MANAGEMENT ADVISORS LLCCRD 335546 · WEST PALM BEACH, FL
$380,881,698.00Regulatory AUM · August 2026
NAPLES GLOBAL ADVISORS LLCCRD 158544 · NAPLES, FL
$1,996,829,577.00Regulatory AUM · August 2026
NAPLES MONEY MANAGEMENT LLCCRD 153499 · NAPLES, FL
$164,392,921.00Regulatory AUM · August 2026
NAPLES WEALTH ADVISORS, LLCCRD 343247 · NAPLES, FL
Not availableRegulatory AUM · August 2026
NAPLES WEALTH PLANNING, LLCCRD 330316 · BONITA SPRINGS, FL
$226,934,674.00Regulatory AUM · August 2026
NED DAVIS RESEARCH, INC.CRD 112260 · SARASOTA, FL
$2,221,348.00Regulatory AUM · August 2026
NEIL JESANI WEALTH MANAGEMENT, LLCCRD 322345 · SUNRISE, FL
$194,218,472.00Regulatory AUM · August 2026
NESTEGGS RETIREMENT PLAN SERVICES, INC.CRD 133507 · JACKSONVILLE, FL
$911,259,019.00Regulatory AUM · August 2026
NEW WATER CAPITAL, L.P.CRD 226608 · BOCA RATON, FL
$454,398,881.00Regulatory AUM · August 2026
NEW WAVE LOANS RESIDENTIAL, LLCCRD 326888 · NORTH MIAMI BEACH, FL
$787,443,325.00Regulatory AUM · August 2026
NEWFOUND RESEARCH LLCCRD 159064 · ST. PETERSBURG, FL
$1,109,782,153.00Regulatory AUM · August 2026
NEWPORT GROUP CONSULTING, LLCCRD 140944 · LAKE MARY, FL
$5,051,048,817.00Regulatory AUM · August 2026
NEXWEALTH LLCCRD 311424 · PALM BEACH GARDENS, FL
$172,207,939.00Regulatory AUM · August 2026
NFSG CORPORATIONCRD 130814 · BOCA RATON, FL
$1,082,643,515.00Regulatory AUM · August 2026
NIGHTVIEW CAPITAL, LLCCRD 284183 · CLEARWATER, FL
$171,944,008.00Regulatory AUM · August 2026