Top RIAs in Florida
Every SEC-registered RIA with a main office in Florida, by regulatory AUM, from Form ADV
1,081 RIAs registered with the SEC are headquartered in Florida, the 3rd most of any state, managing $4.25T in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Citadel Advisors LLC in Miami at $570.6B. 269 firms report $1 billion or more.
1,081
SEC-registered RIAs
$4.25T
Regulatory AUM
269
Firms at $1B and above
$348.3M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Florida, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
The 500 largest of 1,081 firms by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors LLCCRD 148826 | Miami | $570.6B | 1,314 | 37 | n.d. | 0% | Jun 2026 |
| 2 | Raymond James & Associates, Inc.CRD 705 | St. Petersburg | $501.0B | 5,683 | 1,143,145 | 513,125 | 81% | Jun 2026 |
| 3 | Raymond James Financial Services Advisors, IncCRD 149018 | Saint Petersburg | $390.0B | 6,024 | 1,107,860 | 493,979 | 89% | Jun 2026 |
| 4 | CorientCRD 319448 | Miami | $165.3B | 620 | 113,752 | 25,963 | 95% | Aug 2026 |
| 5 | GQG PartnersCRD 283720 | Fort Lauderdale | $163.9B | 22 | 6,445 | 6,332 | 1% | Mar 2026 |
| 6 | Elliott Investment Management L.P.CRD 307151 | West Palm Beach | $128.6B | 282 | 48 | 0 | 0% | Jul 2026 |
| 7 | Sanders Capital, LLCCRD 151480 | West Palm Beach | $122.2B | 16 | 110 | n.d. | 0% | Jul 2026 |
| 8 | Doubleline Capital LPCRD 152606 | Tampa | $93.3B | 89 | 133 | 4 | 1% | Mar 2026 |
| 9 | III Capital ManagementCRD 113539 | Boca Raton | $88.2B | 9 | 25 | 0 | 0% | May 2026 |
| 10 | Lighthouse Investment Partners, LLCCRD 136591 | Palm Beach Gardens | $87.4B | 206 | 128 | 0 | 0% | Aug 2026 |
| 11 | Starwood Capital Group Management, L.L.C.CRD 110148 | Miami Beach | $79.2B | 177 | 258 | n.d. | 0% | Mar 2026 |
| 12 | OC Investment Management LPCRD 314948 | Miami | $75.9B | 3 | 4 | n.d. | 0% | May 2026 |
| 13 | H.I.G. Capital, LLCCRD 160711 | Miami | $72.3B | 533 | 194 | n.d. | 0% | Mar 2026 |
| 14 | Bayview Asset Management, LLCCRD 157053 | Coral Gables | $64.2B | 195 | 59 | n.d. | 0% | May 2026 |
| 15 | Digitalbridge Investment Management, LLCCRD 290954 | Boca Raton | $61.1B | 157 | 86 | 0 | 0% | Jun 2026 |
| 16 | Eagle Asset Management IncCRD 110653 | St. Petersburg | $60.7B | 44 | 79,272 | 28,045 | 34% | Jun 2026 |
| 17 | I Squared Capital Advisors (US) LLCCRD 168339 | Miami | $60.1B | 113 | 76 | n.d. | 0% | Mar 2026 |
| 18 | Cifc Asset Management LLCCRD 159172 | Miami | $44.6B | 89 | 150 | 0 | 0% | May 2026 |
| 19 | VoloridgeCRD 152869 | Jupiter | $36.2B | 14 | 5 | 0 | 0% | Mar 2026 |
| 20 | Sanctuary Advisors, LLCCRD 226606 | Miami | $34.9B | 396 | 62,617 | 19,025 | 88% | Aug 2026 |
| 21 | The Baldwin Group Wealth Advisors, LLCCRD 312284 | Tampa | $27.3B | 50 | 2,651 | 1,171 | 2% | Aug 2026 |
| 22 | Smartx Advisory SolutionsCRD 297680 | West Palm Beach | $27.0B | 2 | 61 | 0 | 0% | Mar 2026 |
| 23 | Alpha Wave Global, LPCRD 160894 | Miami | $26.7B | 48 | 24 | n.d. | 0% | Aug 2026 |
| 24 | Polen Capital Management, LLCCRD 106093 | Boca Raton | $24.1B | 22 | 1,607 | 1,347 | 6% | May 2026 |
| 25 | Rialto Capital Management, LLCCRD 159998 | Miami | $21.7B | 79 | 66 | n.d. | 0% | Jul 2026 |
| 26 | Universa Investments L.P.CRD 146052 | Miami | $21.3B | 5 | 45 | n.d. | 0% | Mar 2026 |
| 27 | Armour Capital Management LPCRD 164570 | Vero Beach | $21.0B | 6 | 1 | n.d. | 0% | Mar 2026 |
| 28 | Pentwater Capital Management LPCRD 156873 | Naples | $19.3B | 20 | 23 | n.d. | 0% | Mar 2026 |
| 29 | 1823 Partners (US) LLCCRD 333927 | Miami | $18.5B | 30 | 5 | n.d. | 0% | Mar 2026 |
| 30 | Deep Blue Investment AdvisorsCRD 115344 | Tampa | $18.2B | 9 | 33 | n.d. | 0% | Mar 2026 |
| 31 | WE Family OfficesCRD 109869 | Coral Gables | $17.8B | 35 | 112 | 112 | 100% | Apr 2026 |
| 32 | Capital Wealth Planning, LLCCRD 150764 | Naples | $17.2B | 6 | 14,502 | 12,217 | 56% | Mar 2026 |
| 33 | Raymond James Investment ManagementCRD 174904 | St Petersburg | $16.9B | 5 | 5 | 2 | 0% | May 2026 |
| 34 | Independent Financial PartnersCRD 125112 | Tampa | $16.3B | 302 | 54,154 | 52,539 | 73% | Aug 2026 |
| 35 | Ark InvestCRD 169525 | St. Petersburg | $16.0B | 20 | 34 | n.d. | 0% | Aug 2026 |
| 36 | Concurrent Investment Advisors, LLCCRD 323135 | Tampa | $15.7B | 160 | 41,105 | 13,268 | 100% | Aug 2026 |
| 37 | IntechCRD 119232 | West Palm Beach | $15.5B | 11 | 32 | 0 | 0% | Mar 2026 |
| 38 | CV Advisors LLCCRD 164817 | Aventura | $15.1B | 23 | 5,953 | 145 | 87% | Apr 2026 |
| 39 | Digital Bridge Advisors, LLCCRD 291394 | Boca Raton | $14.6B | 71 | 48 | n.d. | 0% | May 2026 |
| 40 | Franklin Advisory Services, LLCCRD 111361 | San Mateo | $14.1B | 2 | 66 | n.d. | 0% | Jul 2026 |
| 41 | Dynasty Wealth Management, LLCCRD 153377 | St. Petersburg | $13.9B | 3 | 30,663 | 0 | 0% | Aug 2026 |
| 42 | Capacuity LLCCRD 297679 | Lake Mary | $13.9B | 11 | 218 | n.d. | 0% | Mar 2026 |
| 43 | Bimini Advisors, LLCCRD 164944 | Vero Beach | $11.7B | 7 | 1 | n.d. | 0% | Apr 2026 |
| 44 | Loop Capital Asset ManagementCRD 149280 | Miami | $10.8B | 18 | 90 | 0 | 0% | Mar 2026 |
| 45 | Carlyle Aviation PDP Management LLCCRD 305746 | Miami | $10.4B | 25 | 15 | n.d. | 0% | Mar 2026 |
| 46 | Kopernik Global Investors, LLCCRD 168625 | Tampa | $10.2B | 22 | 13 | 0 | 0% | Jul 2026 |
| 47 | Hood River Capital Management LLCCRD 166089 | Palm Beach Gardens | $9.5B | 20 | 56 | 5 | 0% | Aug 2026 |
| 48 | Comvest Credit Advisors, LLCCRD 311663 | West Palm Beach | $9.3B | 128 | 12 | n.d. | 0% | Mar 2026 |
| 49 | Deerpath Capital Management, LPCRD 160791 | Fort Lauderdale | $9.0B | 100 | 42 | n.d. | 0% | Mar 2026 |
| 50 | J. W. Cole Advisors, Inc.CRD 112294 | Tampa | $8.2B | 468 | 31,247 | 30,867 | 96% | Mar 2026 |
02 · By city
Where in Florida the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Miami218 · $1.32T
- Tampa73 · $239.0B
- Boca Raton67 · $248.0B
- West Palm Beach58 · $382.8B
- Coral Gables52 · $122.7B
- Orlando39 · $14.6B
- Naples37 · $75.3B
- Sarasota33 · $20.9B
- Fort Lauderdale32 · $210.2B
- Palm Beach Gardens31 · $140.2B
- Jacksonville29 · $16.3B
- Miami Beach29 · $105.9B
- Winter Park25 · $23.8B
- St. Petersburg17 · $604.4B
- Aventura16 · $22.8B
- Clearwater14 · $11.2B
- Maitland13 · $7.7B
- Palm Beach13 · $13.2B
- Vero Beach13 · $40.4B
- Lake Mary11 · $25.1B
- Jupiter10 · $41.0B
- Fort Myers8 · $3.1B
- Jacksonville Beach8 · $10.7B
- Tallahassee8 · $1.7B
- Delray Beach7 · $1.2B
03 · Questions
Questions people ask about RIAs in Florida
- How many RIAs are in Florida?
- 1,081 RIAs registered with the SEC list a main office in Florida in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Florida?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Florida is Citadel Advisors LLC in Miami, at $570.6B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Florida RIAs manage more than $1 billion?
- 269 of the 1,081 SEC-registered RIAs headquartered in Florida report regulatory assets under management of $1 billion or more. The median firm in the state reports $348.3M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.