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Investment adviser firms in Florida · Page 8

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

NILES INVESTMENT MANAGEMENT, LLCCRD 329384 · PLANTATION, FL
$185,484,106.00Regulatory AUM · August 2026
NOBLE FAMILY WEALTH, LLCCRD 315152 · CLEARWATER, FL
$527,467,341.00Regulatory AUM · August 2026
NOCTUA INTERNATIONAL WMG, LLCCRD 151170 · MIAMI, FL
$474,493,872.00Regulatory AUM · August 2026
NOESIS CAPITAL MANAGEMENT CORPCRD 110819 · BOCA RATON, FL
$876,873,175.00Regulatory AUM · August 2026
NORTHAMPTON CAPITAL PARTNERS LLCCRD 329072 · MIAMI, FL
$1,309,531,546.00Regulatory AUM · August 2026
NORTHBRIDGE FINANCIAL GROUP, LLCCRD 310394 · TAMPA, FL
$413,141,294.00Regulatory AUM · August 2026
NORTHSTAR FINANCIAL PLANNERS, INC.CRD 131507 · PLANTATION, FL
$311,630,650.00Regulatory AUM · July 2026
NOVA WEALTH MANAGEMENT, INC.CRD 169450 · BONITA SPRINGS, FL
$247,507,765.00Regulatory AUM · August 2026
NOVAK & POWELL FINANCIAL SERVICES, INC.CRD 112970 · ST. PETERSBURG, FL
$359,464,704.00Regulatory AUM · August 2026
NUMA AMERICAS CORP.CRD 164602 · MIAMI, FL
$192,707,560.00Regulatory AUM · August 2026
NUVERSE ADVISORS LLCCRD 119840 · HALLANDALE BEACH, FL
$1,183,938,008.00Regulatory AUM · August 2026
NVERSES CAPITAL, LLCCRD 323291 · WELLINGTON, FL
$184,082,000.00Regulatory AUM · August 2026
OBION CAPITAL MANAGEMENT LPCRD 329954 · MIAMI, FL
$129,009,246.00Regulatory AUM · August 2026
OC INVESTMENT MANAGEMENT LPCRD 314948 · MIAMI, FL
$75,934,420,848.00Regulatory AUM · August 2026
OCCUDO QUANTITATIVE STRATEGIES LPCRD 310070 · FORT LAUDERDALE, FL
$2,216,992,038.00Regulatory AUM · August 2026
OCEANIS FINANCIAL ADVISORS, INC.CRD 307787 · MIAMI, FL
$225,577,994.00Regulatory AUM · August 2026
OCTOGONE NA, LLCCRD 322478 · MIAMI, FL
$469,675,904.00Regulatory AUM · August 2026
OMNIA FAMILY WEALTH, LLCCRD 170909 · AVENTURA, FL
$994,578,445.00Regulatory AUM · August 2026
OMNITRUST WEALTH MANAGEMENT, INC.CRD 298025 · JACKSONVILLE, FL
$107,206,083.00Regulatory AUM · August 2026
ONE + ONE WEALTH MANAGEMENT, LLCCRD 310906 · JUPITER, FL
$382,956,903.00Regulatory AUM · August 2026
ONE STONE PARTNERS L.L.C.CRD 163742 · MIAMI, FL
$289,692,773.00Regulatory AUM · August 2026
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLCCRD 288030 · BOCA RATON, FL
$193,499,450.00Regulatory AUM · August 2026
OPAL CAPITAL LLCCRD 322755 · BOCA RATON, FL
$348,345,200.00Regulatory AUM · August 2026
OPENVEST ACCESS LLCCRD 328152 · AVENTURA, FL
$353,485.00Regulatory AUM · August 2026
OPINICUS CAPITAL, INC.CRD 168344 · TAMPA, FL
$297,062,482.00Regulatory AUM · August 2026
ORANGE AVENUE ADVISORS LLCCRD 339327 · ORLANDO, FL
$480,666,394.00Regulatory AUM · August 2026
ORANGE INVESTMENT ADVISORS, LLCCRD 289406 · WINTER PARK, FL
$764,990,641.00Regulatory AUM · August 2026
ORCA WEALTH MANAGEMENT, LLCCRD 310053 · NEW PORT RICHEY, FL
$224,401,139.00Regulatory AUM · August 2026
OSCEOLA CAPITAL MANAGEMENT, LLCCRD 301565 · TAMPA, FL
$322,280,610.00Regulatory AUM · August 2026
OSPREY CAPITAL MANAGEMENT CORP.CRD 172524 · MIAMI BEACH, FL
$197,200,000.00Regulatory AUM · August 2026
OT ADVISORS LLCCRD 328812 · BOCA RATON, FL
$1,036,227.00Regulatory AUM · August 2026
OXENFREE CAPITAL LLCCRD 327105 · MELBOURNE, FL
$249,778,714.00Regulatory AUM · August 2026
OXFORD WEALTH GROUP, LLCCRD 319561 · ORLANDO, FL
$327,915,487.00Regulatory AUM · August 2026
PALACIOS WEALTH MANAGEMENT, LLCCRD 327660 · ORMOND BEACH, FL
$234,319,226.00Regulatory AUM · August 2026
PALATINE FUND ADVISORS, LLCCRD 168077 · MIAMI, FL
$821,422,837.00Regulatory AUM · August 2026
PALISADES HUDSON ASSET MANAGEMENT, L.P.CRD 109134 · FORT LAUDERDALE, FL
$1,839,337,921.00Regulatory AUM · August 2026
PALM BEACH CAPITAL MANAGEMENT III, LLCCRD 159611 · WEST PALM BEACH, FL
$998,820,588.00Regulatory AUM · August 2026
PALM PEAK CAPITAL, LLCCRD 334986 · BOCA RATON, FL
$400,841,880.00Regulatory AUM · August 2026
PALM VALLEY CAPITAL MANAGEMENT LLCCRD 299896 · JACKSONVILLE BEACH, FL
$281,574,433.00Regulatory AUM · August 2026
PANORAMIKA ADVISORS INC.CRD 172737 · MIAMI, FL
$1,050,304,871.00Regulatory AUM · August 2026
PARABLE, LLCCRD 304873 · ST AUGUSTINE, FL
$176,326,932.00Regulatory AUM · August 2026
PARE PARTNERS II LLCCRD 327575 · MIAMI, FL
$210,021,594.00Regulatory AUM · August 2026
PARE PARTNERS LLCCRD 309242 · MIAMI, FL
$66,930,379.00Regulatory AUM · August 2026
PARTICIPANT CAPITAL ADVISORS, LLCCRD 304859 · MIAMI, FL
$166,142,240.00Regulatory AUM · August 2026
PASQUA, THOMASCRD 139618 · PALM CITY, FL
$129,719,815.00Regulatory AUM · August 2026
PATH CAPITAL PARTNERS, LLCCRD 335156 · NORTH MIAMI BEACH, FL
$169,002,642.00Regulatory AUM · August 2026
PAULSON WEALTH MANAGEMENT INC.CRD 150374 · WEST PALM BEACH, FL
$558,941,880.00Regulatory AUM · August 2026
PC3 PARTNERS, LLCCRD 339659 · MIAMI BEACH, FL
$156,046,170.00Regulatory AUM · August 2026
PEAKSHARES LLCCRD 329193 · TAMPA, FL
$110,000,000.00Regulatory AUM · August 2026
PENINSULA ASSET MANAGEMENT INCCRD 108600 · BRADENTON, FL
$284,122,060.00Regulatory AUM · August 2026
PENNANTPARK INVESTMENT ADVISERS, LLCCRD 143149 · MIAMI BEACH, FL
$6,155,934,731.00Regulatory AUM · August 2026
PENNANTPARK PRIVATE INCOME FUND ADVISERS LLCCRD 337750 · MIAMI BEACH, FL
$138,756,802.00Regulatory AUM · August 2026
PENTO PORTFOLIO STRATEGIES, LLCCRD 159217 · NAPLES, FL
$237,261,430.00Regulatory AUM · August 2026
PENTWATER CAPITAL MANAGEMENT LPCRD 156873 · NAPLES, FL
$19,263,985,072.00Regulatory AUM · August 2026
PERIGEE CAPITAL, LPCRD 122085 · SARASOTA, FL
$425,687,489.00Regulatory AUM · August 2026
PERSONAL FINANCIAL PROFILES INCCRD 109327 · CORAL SPRINGS, FL
$335,290,835.00Regulatory AUM · August 2026
PERSONALIZED FINANCIAL SOLUTIONS LLCCRD 306475 · CLEARWATER, FL
$142,558,870.00Regulatory AUM · August 2026
PFG PRIVATE WEALTH MANAGEMENT, LLCCRD 282301 · LUTZ, FL
$289,039,931.00Regulatory AUM · August 2026
PFS SIGNATURE WEALTH LLCCRD 342913 · TAMPA, FL
Not availableRegulatory AUM · August 2026
PHARVISION ADVISERS, LLCCRD 311739 · BOCA RATON, FL
$513,176,361.00Regulatory AUM · August 2026
PHASE 3 CAPITAL MANAGEMENT LLCCRD 294408 · BOCA RATON, FL
$2,537,991,000.00Regulatory AUM · August 2026
PICEA CAPITAL LLCCRD 307775 · MIAMI, FL
$186,765,709.00Regulatory AUM · August 2026
PILOTAI WEALTH LLCCRD 337297 · MIAMI, FL
Not availableRegulatory AUM · August 2026
PINETREE ADVISORS CORP.CRD 299275 · MIAMI, FL
$120,000,000.00Regulatory AUM · August 2026
PINVEST LLCCRD 331586 · CORAL GABLES, FL
$377,489,336.00Regulatory AUM · August 2026
PIONEER FAMILY OFFICE, LLCCRD 142856 · NORTH MIAMI BEACH, FL
$956,780,912.00Regulatory AUM · August 2026
PL CAPITAL ADVISORS, LLCCRD 162083 · NAPLES, FL
$326,545,681.00Regulatory AUM · August 2026
PL3 CAPITAL LPCRD 331201 · SUNNY ISLES BEACH, FL
$300,677,000.00Regulatory AUM · August 2026
PLAN CONFIDENCE CORPORATIONCRD 283781 · SARASOTA, FL
Not availableRegulatory AUM · August 2026
PLANNING SOLUTIONS INTERNATIONAL LLCCRD 300043 · JACKSONVILLE, FL
$108,836,692.00Regulatory AUM · August 2026
POINCIANA ADVISORS GROUP, LLCCRD 137423 · PALM BEACH GARDENS, FL
$395,993,450.00Regulatory AUM · August 2026
POINT BREAK CAPITAL MANAGEMENT LLCCRD 164213 · MIAMI, FL
$2,038,408,736.00Regulatory AUM · August 2026
POLAR CAPITAL (AMERICA) CORPORATIONCRD 155389 · TAMPA, FL
$656,147,243.00Regulatory AUM · August 2026
POLEN CAPITAL MANAGEMENT, LLCCRD 106093 · BOCA RATON, FL
$24,061,099,864.00Regulatory AUM · August 2026
POLEN INTERNATIONAL EQUITY LLCCRD 340625 · BOCA RATON, FL
Not availableRegulatory AUM · August 2026
POLOIDAL CAPITAL 9D ADVISORS LLCCRD 343053 · MIAMI, FL
Not availableRegulatory AUM · August 2026
PONTA WEALTH PARTNERS, LLCCRD 330058 · WINTER PARK, FL
$208,407,251.00Regulatory AUM · August 2026
POOLIT FUND MANAGEMENT, LLCCRD 322774 · MIAMI, FL
Not availableRegulatory AUM · August 2026
PORTFOLIO MEDICS, LLCCRD 145958 · BONITA SPRINGS, FL
$780,459,366.00Regulatory AUM · August 2026
PORTFOLIO RESOURCES ADVISOR GROUP, INC.CRD 144601 · CORAL GABLES, FL
$121,869,009.00Regulatory AUM · August 2026
POWELL INVESTMENT ADVISORS, LLCCRD 160333 · MIAMI, FL
$647,979,315.00Regulatory AUM · August 2026
POWER FINANCIAL PARTNERS, LLCCRD 324253 · TAMPA, FL
$329,142,012.00Regulatory AUM · August 2026
POWER SUSTAINABLE MANAGER US, INC.CRD 325145 · MIAMI, FL
$1,072,634,109.00Regulatory AUM · August 2026
PREMIA GLOBAL ADVISORS, LLCCRD 282426 · CORAL GABLES, FL
$340,818,253.00Regulatory AUM · August 2026
PREMIER PRIVATE WEALTH MANAGEMENT, LLCCRD 331860 · PALM HARBOR, FL
$126,301,962.00Regulatory AUM · August 2026
PRESCOTT GENERAL PARTNERS LLCCRD 157907 · BOCA RATON, FL
$1,694,886,169.00Regulatory AUM · August 2026
PRIDEROCK FUND MANAGEMENT PARTNERS, LLCCRD 297635 · PALM BEACH GARDENS, FL
$283,609,147.00Regulatory AUM · August 2026
PRIMORIS WEALTH ADVISORS, LLCCRD 125567 · NORTH PALM BEACH, FL
$229,982,481.00Regulatory AUM · August 2026
PRINCE ASSET MANAGEMENT, INC.CRD 141567 · SARASOTA, FL
$137,697,000.00Regulatory AUM · August 2026
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLCCRD 165500 · WEST PALM BEACH, FL
$479,135,213.00Regulatory AUM · August 2026
PRIVATE CAPITAL MANAGEMENT, LLCCRD 169172 · NAPLES, FL
$1,444,558,205.00Regulatory AUM · August 2026
PRIVATE CLIENT ADVISOR GROUP, LLCCRD 330038 · PALM CITY, FL
$110,000,000.00Regulatory AUM · August 2026
PRIVATE WEALTH GROUP, LLCCRD 128560 · TAMPA, FL
$274,030,731.00Regulatory AUM · August 2026
PROALTUS USA INC.CRD 310955 · MIAMI, FL
$604,920,026.00Regulatory AUM · August 2026
PROATHLETE WEALTH MANAGEMENT LLCCRD 317372 · BOCA RATON, FL
$402,180,000.00Regulatory AUM · August 2026
PROFESSIONAL ADVISORY SERVICES INCCRD 105397 · VERO BEACH, FL
$1,258,746,450.00Regulatory AUM · August 2026
PROSPECT CAPITAL MANAGEMENT L.P.CRD 131018 · WEST PALM BEACH, FL
$6,637,985,287.00Regulatory AUM · August 2026
PROSPECT CREDIT REIT ADVISOR, LLCCRD 331345 · WEST PALM BEACH, FL
$42,558,526.00Regulatory AUM · August 2026
PROSPECT ENHANCED YIELD MANAGEMENT, LLCCRD 335748 · WEST PALM BEACH, FL
$31,702,469.00Regulatory AUM · August 2026
PROVENANCE WEALTH ADVISORS, LLCCRD 126529 · FORT LAUDERDALE, FL
$4,444,535,753.00Regulatory AUM · August 2026