EXPLORE THE DIRECTORY

Investment adviser firms in Florida · Page 9

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

PROVISE MANAGEMENT GROUP, LLCCRD 105375 · CLEARWATER, FL
$2,033,366,884.00Regulatory AUM · August 2026
PROXY WEALTH ADVISORS LLCCRD 298080 · WINDERMERE, FL
$83,253,573.00Regulatory AUM · August 2026
PSI ADVISORS, LLCCRD 285880 · TAMPA, FL
$800,938,904.00Regulatory AUM · August 2026
PULLEN INVESTMENT MANAGEMENT, LLCCRD 310149 · BRADENTON, FL
$220,954,261.00Regulatory AUM · August 2026
PUNCH CARD MANAGEMENT LPCRD 162939 · WINTER PARK, FL
$505,397,719.00Regulatory AUM · August 2026
PW ADVISORS, LLCCRD 336499 · TALLAHASSEE, FL
$131,822,610.00Regulatory AUM · August 2026
QP WEALTH MANAGEMENT, LLCCRD 301071 · BOCA RATON, FL
$404,966,803.00Regulatory AUM · August 2026
QSO CAPITAL MANAGEMENT LLCCRD 340892 · FORT LAUDERDALE, FL
$250,000,000.00Regulatory AUM · August 2026
QTR FAMILY WEALTH, LLCCRD 331655 · LAKE MARY, FL
$749,321,996.00Regulatory AUM · August 2026
QUANT ALPHA DECISIONS LLCCRD 339893 · NAPLES, FL
Not availableRegulatory AUM · August 2026
QUANTITATIVE SYSTEMATIC STRATEGIES LLCCRD 165895 · ST. AUGUSTINE, FL
$2,833,973,585.00Regulatory AUM · August 2026
QUANTUM PRIVATE WEALTH, LLCCRD 307358 · TAMPA, FL
$417,996,028.00Regulatory AUM · August 2026
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.CRD 137788 · SUNNY ISLES BEACH, FL
$33,600,000.00Regulatory AUM · August 2026
RAINEY & RANDALL WEALTH ADVISORS, INC.CRD 116251 · CELEBRATION, FL
$918,192,298.00Regulatory AUM · August 2026
RALICKI & COMPANY, P.A.CRD 141192 · STUART, FL
$128,972,017.00Regulatory AUM · August 2026
RALL CAPITAL MANAGEMENT, INC.CRD 132827 · ROCKLEDGE, FL
$122,740,098.00Regulatory AUM · August 2026
RAM REALTY ADVISORS LLCCRD 160238 · PALM BEACH GARDENS, FL
$2,143,370,136.00Regulatory AUM · August 2026
RANCH CAPITAL ADVISORS INC.CRD 300966 · SARASOTA, FL
$385,539,477.00Regulatory AUM · August 2026
RATAN CAPITAL MANAGEMENT, LPCRD 160440 · MIAMI, FL
$401,858,567.00Regulatory AUM · August 2026
RAVEN MUSIC PARTNERS LLCCRD 332058 · PALM BEACH GARDENS, FL
$265,421,808.00Regulatory AUM · August 2026
RAYMOND JAMES & ASSOCIATES, INC.CRD 705 · ST. PETERSBURG, FL
$500,955,604,975.00Regulatory AUM · August 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD 149018 · SAINT PETERSBURG, FL
$390,042,864,529.00Regulatory AUM · August 2026
RBF CAPITAL MANAGEMENT, INC.CRD 164524 · SARASOTA, FL
$160,569,912.00Regulatory AUM · August 2026
RCW MANAGEMENT, LLCCRD 314312 · JACKSONVILLE, FL
$179,631,771.00Regulatory AUM · August 2026
RD LEWIS HOLDINGS, INC.CRD 156073 · MAITLAND, FL
$256,787,908.00Regulatory AUM · August 2026
REA FINANCIAL, INCCRD 340696 · ORLANDO, FL
Not availableRegulatory AUM · August 2026
REALITY FINANCIAL PLANNING SERVICES, LLCCRD 143352 · SARASOTA, FL
$125,936,912.00Regulatory AUM · August 2026
RED REEF ADVISORS LLCCRD 174748 · BOCA RATON, FL
$134,974,430.00Regulatory AUM · August 2026
REES WEALTH MANAGEMENT, LLCCRD 335458 · SARASOTA, FL
$115,735,000.00Regulatory AUM · August 2026
REMEDIUM CAPITAL PARTNERS, LLCCRD 340302 · WEST PALM BEACH, FL
$319,000,000.00Regulatory AUM · August 2026
REMOTIV LLCCRD 146082 · COCONUT GROVE, FL
Not availableRegulatory AUM · August 2026
RESHAPE, LLCCRD 330582 · BOCA RATON, FL
$232,231,669.00Regulatory AUM · August 2026
RESNICK WEALTH ALLIANCE, LLCCRD 316188 · PALM BEACH GARDENS, FL
$121,055,017.00Regulatory AUM · August 2026
REZNY WEALTH MANAGEMENT, INC.CRD 109638 · FORT MYERS, FL
$576,000,000.00Regulatory AUM · August 2026
RIALTO CAPITAL MANAGEMENT, LLCCRD 159998 · MIAMI, FL
$21,734,263,139.00Regulatory AUM · August 2026
RICHMOND CAPITAL ADVISORS LLCCRD 327060 · MIAMI, FL
$927,000.00Regulatory AUM · August 2026
RINALDI WEALTH MANAGEMENT, INC.CRD 311583 · BONITA SPRINGS, FL
$243,200,000.00Regulatory AUM · August 2026
RIVERGLADES FAMILY OFFICES, LLCCRD 171584 · NAPLES, FL
$221,381,648.00Regulatory AUM · August 2026
RIVERNORTH CAPITAL MANAGEMENT, LLCCRD 122020 · WEST PALM BEACH, FL
$6,167,773,294.00Regulatory AUM · August 2026
RIVERPLACE CAPITAL MANAGEMENT INCCRD 109079 · JACKSONVILLE, FL
$267,357,835.00Regulatory AUM · August 2026
RIVERTREE ADVISORS, LLCCRD 168065 · WINTER PARK, FL
$184,433,508.00Regulatory AUM · August 2026
RIZVI TRAVERSE MANAGEMENT, LLCCRD 160733 · WEST PALM BEACH, FL
$1,285,359,505.00Regulatory AUM · August 2026
RK CAPITAL MANAGEMENT, LLCCRD 314175 · WESTON, FL
$1,719,032,116.00Regulatory AUM · August 2026
RM ADVISER, LLCCRD 283877 · ORLANDO, FL
$128,254,277.00Regulatory AUM · August 2026
RM PRIVATE WEALTH MANAGEMENT INC.CRD 300082 · MIAMI, FL
$340,883,458.00Regulatory AUM · August 2026
ROBO ADVISOR, INC.CRD 155976 · LAKE MARY, FL
Not availableRegulatory AUM · August 2026
ROGAN & ASSOCIATES, INC.CRD 42762 · SAFETY HARBOR, FL
$709,555,265.00Regulatory AUM · August 2026
ROSE CAPITAL ADVISORS, LLCCRD 173054 · MIAMI BEACH, FL
$608,316,066.00Regulatory AUM · August 2026
ROSEMAWR MANAGEMENT LLCCRD 148984 · MIAMI BEACH, FL
$843,571,000.00Regulatory AUM · August 2026
ROSSBY FINANCIAL, LLCCRD 324631 · MELBOURNE, FL
$854,779,566.00Regulatory AUM · August 2026
ROUND TABLE CAPITAL MANAGEMENT, L.P.CRD 307065 · MIAMI, FL
$362,381,696.00Regulatory AUM · August 2026
ROUTE 20 PRIVATE WEALTH INC.CRD 332581 · FORT LAUDERDALE, FL
$83,548,470.00Regulatory AUM · August 2026
ROYAL FUND MANAGEMENT, LLCCRD 144434 · LADY LAKE, FL
$1,557,484,260.00Regulatory AUM · August 2026
RUGGIERO INVESTMENTS, INC.CRD 169180 · WEST PALM BEACH, FL
$137,578,827.00Regulatory AUM · August 2026
RUTHERFORD ASSET PLANNING, INC.CRD 128036 · TAMPA, FL
$181,313,080.00Regulatory AUM · August 2026
RVX ASSET MANAGEMENT LLCCRD 282804 · AVENTURA, FL
$96,842,409.00Regulatory AUM · August 2026
RWA ADVISORS, LLCCRD 150120 · BOCA RATON, FL
$199,120,135.00Regulatory AUM · August 2026
RWC ASSET ADVISORS (US) LLCCRD 166517 · MIAMI, FL
$4,380,290,405.00Regulatory AUM · August 2026
SAAGA, LLCCRD 327015 · MIAMI, FL
$717,466,443.00Regulatory AUM · August 2026
SAFE HARBOR FIDUCIARY, LLCCRD 169659 · PENSACOLA, FL
$129,856,358.00Regulatory AUM · August 2026
SAGACE WEALTH MANAGEMENT, LLCCRD 307212 · ST. PETERSBURG, FL
$162,726,716.00Regulatory AUM · August 2026
SALTMARSH FINANCIAL ADVISORS, LLCCRD 132248 · PENSACOLA, FL
$356,520,720.00Regulatory AUM · August 2026
SANCHEZ WEALTH MANAGEMENT GROUP, LLCCRD 169274 · JACKSONVILLE, FL
$571,211,120.00Regulatory AUM · August 2026
SANCTUARY ADVISORS, LLCCRD 226606 · MIAMI, FL
$34,879,400,000.00Regulatory AUM · August 2026
SANDERS CAPITAL, LLCCRD 151480 · WEST PALM BEACH, FL
$122,179,654,000.00Regulatory AUM · August 2026
SANDHILL WEALTH MANAGEMENT, INC.CRD 291649 · WINTER PARK, FL
$118,476,224.00Regulatory AUM · August 2026
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLCCRD 187519 · TAMPA, FL
$183,125,945.00Regulatory AUM · August 2026
SARA-BAY FINANCIAL CORP.CRD 133443 · SARASOTA, FL
$396,759,556.00Regulatory AUM · August 2026
SAUL WEALTH ADVISORS, LLCCRD 337371 · MIAMI, FL
$201,457,806.00Regulatory AUM · August 2026
SAWGRASS ASSET MANAGEMENT LLCCRD 108831 · PONTE VEDRA BEACH, FL
$2,049,785,116.00Regulatory AUM · August 2026
SCALA CAPITAL LLCCRD 156165 · MIAMI, FL
$380,460,729.00Regulatory AUM · August 2026
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.CRD 138463 · JACKSONVILLE, FL
$90,781,774.00Regulatory AUM · August 2026
SCHORN WEALTH, LLCCRD 304104 · ENGLEWOOD, FL
$392,433,757.00Regulatory AUM · August 2026
SCHRUM PRIVATE WEALTH MANAGEMENT, LLCCRD 312164 · SAINT AUGUSTINE, FL
$185,947,743.00Regulatory AUM · August 2026
SDR INVESTMENT MANAGEMENT, INC.CRD 108682 · LONGWOOD, FL
$188,567,348.00Regulatory AUM · August 2026
SEA HUNTER CAPITAL LLCCRD 287710 · PALM BEACH GARDENS, FL
$117,199,452.00Regulatory AUM · August 2026
SEAVIEW INVESTMENT MANAGERS LLCCRD 300155 · CORAL GABLES, FL
$1,369,637,924.00Regulatory AUM · August 2026
SECOND HALF FINANCIAL PARTNERS, LLCCRD 163454 · SEBRING, FL
$128,000,000.00Regulatory AUM · August 2026
SECURE WEALTH, INC.CRD 290572 · BOCA RATON, FL
$132,000,000.00Regulatory AUM · August 2026
SECURITIZE CAPITAL LLCCRD 315859 · MIAMI, FL
$530,192,153.00Regulatory AUM · August 2026
SEGRA CAPITAL MANAGEMENT, LLCCRD 167306 · PALM BEACH, FL
$820,702,218.00Regulatory AUM · August 2026
SEMINARIO ASSET MANAGEMENT LLCCRD 339039 · CORAL GABLES, FL
Not availableRegulatory AUM · August 2026
SEMINOLE ADVISORY SERVICES, LLCCRD 148975 · BELLAIR BLUFFS, FL
$242,523,032.00Regulatory AUM · August 2026
SEMUS WEALTH PARTNERS, LLCCRD 305758 · BOCA RATON, FL
$262,660,482.00Regulatory AUM · August 2026
SERENGETI ASSET MANAGEMENT LPCRD 156366 · WEST PALM BEACH, FL
$1,475,321,823.00Regulatory AUM · August 2026
SERVATUS CAPITAL, LLCCRD 311428 · NAPLES, FL
$110,135,315.00Regulatory AUM · August 2026
SETCHFIELD ASSOCIATES LLCCRD 113289 · BRADENTON, FL
$192,800,000.00Regulatory AUM · August 2026
SETTIAN CAPITAL LPCRD 297691 · SAINT AUGUSTINE, FL
$156,515,602.00Regulatory AUM · August 2026
SEVEN HILLS FINANCIAL, LLCCRD 143190 · TALLAHASSEE, FL
$280,921,678.00Regulatory AUM · August 2026
SEVEN MILE ADVISORY LLCCRD 324114 · TALLAHASSEE, FL
$416,839,207.00Regulatory AUM · August 2026
SFG WEALTH ADVISORS, LLCCRD 307368 · TAMPA, FL
$187,673,116.00Regulatory AUM · August 2026
SHANNON T. PITNER AND COMPANYCRD 311853 · INDIALANTIC, FL
$107,918,714.00Regulatory AUM · August 2026
SHAOLIN CAPITAL MANAGEMENT LLCCRD 300095 · MIAMI, FL
$3,893,357,544.00Regulatory AUM · August 2026
SHARIAPORTFOLIO, INC.CRD 173937 · LAKE MARY, FL
$3,009,877,222.00Regulatory AUM · August 2026
SHE DDF1 MANAGER LLCCRD 305314 · COCONUT GROVE, FL
$343,828,365.00Regulatory AUM · August 2026
SHELLMAN INVESTMENT MANAGEMENT, LLCCRD 316579 · CORAL GABLES, FL
$209,606,890.00Regulatory AUM · August 2026
SHORELINE EQUITY PARTNERS, LLCCRD 301128 · NEPTUNE BEACH, FL
$815,165,048.00Regulatory AUM · August 2026
SIERRA CAPITAL LLCCRD 110129 · MIAMI, FL
$1,612,263,128.00Regulatory AUM · August 2026
SILVERVIEW CREDIT PARTNERS LPCRD 282955 · TAMPA, FL
$577,272,232.00Regulatory AUM · August 2026
SINGER WEALTH ADVISORS LLCCRD 317218 · BOCA RATON, FL
$910,570,734.00Regulatory AUM · August 2026