RIA Intelligence

Investment Advisers in Florida

2,178 registered firms

Sort by: AUM Name Employees Last Updated
DOWLING CAPITAL MANAGEMENT, LLC
CRD #161475 VERO BEACH, FL
Private Funds
AUM
$159.6M
Employees
3
MURPHY CLARKE WILLIAMS & STONE LLC
CRD #330290 CORAL GABLES, FL
SEC
AUM
$158.9M
Employees
2
JOHN BOYER, INC.
CRD #145275 TAMPA, FL
SEC
AUM
$158.6M
Employees
2
LIVE OAK FAMILY OFFICES LLC
CRD #141570 ST. PETERSBURG, FL
SEC Private Funds
AUM
$158.4M
Employees
2
MACKE FINANCIAL ADVISORY GROUP, INC.
CRD #111318 FORT MYERS, FL
SEC
AUM
$158.1M
Employees
3
NAPLES MONEY MANAGEMENT LLC
CRD #153499 NAPLES, FL
SEC
AUM
$157.8M
Employees
4
SHELLMAN INVESTMENT MANAGEMENT, LLC
CRD #316579 CORAL GABLES, FL
SEC
AUM
$157.3M
Employees
4
MALLINI COMPLETE FINANCIAL PLANNING LLC
CRD #175341 GAINESVILLE, FL
SEC
AUM
$156.8M
Employees
6
DREMAN VALUE MANAGEMENT, L.L.C.
CRD #111588 WEST PALM BEACH, FL
SEC
AUM
$156.8M
Employees
4
SAGACE WEALTH MANAGEMENT, LLC
CRD #307212 ST. PETERSBURG, FL
SEC
AUM
$156.5M
Employees
7
BLUEPRINT WEALTH MANAGEMENT, LLC
CRD #169997 THE VILLAGES, FL
SEC
AUM
$156.1M
Employees
14
VIGIL WEALTH MANAGEMENT, LLC
CRD #299619 PONTE VEDRA BEACH, FL
SEC
AUM
$155.5M
Employees
4
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
CRD #126411 WEST PALM BEACH, FL
SEC
AUM
$155.5M
Employees
2
DICK RIVERA & ASSOCIATES, LLC
CRD #114409 PENSACOLA BEACH, FL
SEC Disclosures
AUM
$155M
Employees
2
MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION
CRD #129429 INDIAN HARBOUR BEACH, FL
SEC
AUM
$154.7M
Employees
5
COGENT ASSET MANAGEMENT, LLC
CRD #134415 PALM BEACH GARDENS, FL
Private Funds
AUM
$154.6M
Employees
1
DOCK SQUARE CAPITAL LLC
CRD #288675 CORAL GABLES, FL
Private Funds
AUM
$154.5M
Employees
9
AUREUM WEALTH MANAGEMENT, LLC
CRD #272027 NORTH PALM BEACH, FL
SEC
AUM
$154.5M
Employees
5
YANDELL INVESTMENTS, LLC
CRD #332642 ORLANDO, FL
SEC
AUM
$154.2M
Employees
2
NIGHTVIEW CAPITAL, LLC
CRD #284183 CLEARWATER, FL
SEC Private Funds
AUM
$154.2M
Employees
4
ALLEGIANCE FINANCIAL ADVISORS, INC.
CRD #127293 JACKSONVILLE, FL
SEC
AUM
$154M
Employees
7
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
CRD #288030 BOCA RATON, FL
SEC Disclosures
AUM
$153.2M
Employees
6
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
CRD #187519 TAMPA, FL
SEC
AUM
$152M
Employees
10
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
CRD #132500 JACKSONVILLE, FL
SEC
AUM
$152M
Employees
4
FLORIDA INVESTMENT ADVISORS INC
CRD #109492 TAMPA, FL
SEC
AUM
$151.9M
Employees
7