RIA Intelligence

Investment Advisers in Florida

2,178 registered firms

Sort by: AUM Name Employees Last Updated
ATTICUS WEALTH MANAGEMENT, LLC
CRD #296949 PALM BEACH GARDENS, FL
SEC
AUM
$447.5M
Employees
7
WOOD ASSET MANAGEMENT INC
CRD #106347 SARASOTA, FL
SEC
AUM
$449.6M
Employees
6
JAZZ WEALTH MANAGERS, INC.
CRD #282807 LARGO, FL
SEC
AUM
$450.7M
Employees
9
FINANCIAL HARVEST, LLC
CRD #148271 WINTER PARK, FL
SEC
AUM
$451M
Employees
8
INTEGRATED FINANCIAL STRATEGIES, LLC
CRD #165007 FORT LAUDERDALE, FL
SEC
AUM
$455M
Employees
6
PARAGON WEALTH STRATEGIES, LLC.
CRD #146543 JACKSONVILLE, FL
SEC
AUM
$456.3M
Employees
10
TACTIVE ADVISORS, LLC
CRD #309311 SARASOTA, FL
SEC
AUM
$456.9M
Employees
14
MEG GREEN & ASSOCIATES, INC.
CRD #141559 NORTH MIAMI BEACH, FL
SEC Disclosures
AUM
$457M
Employees
12
XCEL WEALTH MANAGEMENT, LLC
CRD #158863 HOLLY HILL, FL
SEC
AUM
$457.6M
Employees
4
COMPASS GROUP INVESTMENTS SOLUTIONS LLC
CRD #305680 MIAMI, FL
SEC
AUM
$457.7M
Employees
13
BROADCREST ASSET MANAGEMENT, LLC
CRD #287590 WINTER PARK, FL
SEC Private Funds
AUM
$458.4M
Employees
9
CAPCO ASSET MANAGEMENT, LLC
CRD #141325 TAMPA, FL
SEC Private Funds
AUM
$458.5M
Employees
4
SYNERGY INVESTMENT MANAGEMENT LLC
CRD #305961 ALTAMONTE SPRINGS, FL
SEC
AUM
$461.2M
Employees
29
CONVERGENCE INVESTMENT PARTNERS, LLC
CRD #148472 PALM BEACH GARDENS, FL
SEC
AUM
$464.8M
Employees
6
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
CRD #131631 MIAMI, FL
SEC
AUM
$465M
Employees
30
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD #169274 JACKSONVILLE, FL
SEC
AUM
$465.5M
Employees
3
UHLER VERTICH WHITE ADVISORS, LLC
CRD #130716 FORT MYERS, FL
SEC
AUM
$466.8M
Employees
10
INCA INVESTMENTS, LLC
CRD #131194 MIAMI, FL
SEC Private Funds
AUM
$468.4M
Employees
10
TALLVINE PARTNERS MANAGEMENT LP
CRD #330629 CORAL GABLES, FL
SEC Private Funds
AUM
$469.6M
Employees
10
TRAFALGAR CAPITAL ADVISORS INC.
CRD #169163 AVENTURA, FL
Private Funds
AUM
$470.1M
Employees
32
F&V CAPITAL MANAGEMENT, L.L.C.
CRD #146399 BOCA RATON, FL
SEC
AUM
$472.1M
Employees
7
CENTRICA WEALTH MANAGEMENT, LLC
CRD #335042 MIAMI, FL
SEC
AUM
$475.8M
Employees
3
FFG PARTNERS, LLC
CRD #318641 FORT LAUDERDALE, FL
SEC
AUM
$476.7M
Employees
8
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD #148892 FORT MYERS, FL
SEC
AUM
$478M
Employees
6
COMPOUND FAMILY OFFICES, LLC
CRD #298776 SARASOTA, FL
SEC
AUM
$480.4M
Employees
6