Firms by state
RIA firms in Florida
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Find firms headquartered in Florida. Choose a city to get started.
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City locations are approximate. Counts reflect filed headquarters. 2 cities are listed without a map marker.
Map source: U.S. CensusAll 48 firms
Ordered by regulatory assets under management, as reported on Form ADV.
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| The Baldwin Group Wealth Advisors | Tampa, FL | $27.28B |
| Smartx Advisory Solutions | West Palm Beach, FL | $26.99B |
| Alpha Wave Global | Miami, FL | $26.66B |
| Arga Investment Management | Miami, FL | $24.57B |
| Polen Capital Management | Boca Raton, FL | $24.06B |
| Rialto Capital Management | Miami, FL | $21.73B |
| Universa Investments | Miami, FL | $21.35B |
| Armour Capital Management | Vero Beach, FL | $21.01B |
| Kare Manager Holdings | Boca Raton, FL | $19.82B |
| Pentwater Capital Management | Naples, FL | $19.26B |
| 1823 Partners (us) | Miami, FL | $18.53B |
| Wertz York Capital Management Group | Tampa, FL | $18.16B |
| W.E. Family Offices | Coral Gables, FL | $17.75B |
| Capital Wealth Planning | Naples, FL | $17.25B |
| Carillon Tower Advisers | ST Petersburg, FL | $16.86B |
| Ifp Advisors | Tampa, FL | $16.29B |
| Ark Investment Management | ST. Petersburg, FL | $15.98B |
| Concurrent Investment Advisors | Tampa, FL | $15.73B |
| Intech Investment Management | West Palm Beach, FL | $15.47B |
| CV Advisors | Aventura, FL | $15.08B |
- Headquarters
- Tampa, FL
- Regulatory AUM
- $27.28B
- Headquarters
- West Palm Beach, FL
- Regulatory AUM
- $26.99B
- Headquarters
- Miami, FL
- Regulatory AUM
- $26.66B
- Headquarters
- Miami, FL
- Regulatory AUM
- $24.57B
- Headquarters
- Boca Raton, FL
- Regulatory AUM
- $24.06B
- Headquarters
- Miami, FL
- Regulatory AUM
- $21.73B
- Headquarters
- Miami, FL
- Regulatory AUM
- $21.35B
- Headquarters
- Vero Beach, FL
- Regulatory AUM
- $21.01B
- Headquarters
- Boca Raton, FL
- Regulatory AUM
- $19.82B
- Headquarters
- Naples, FL
- Regulatory AUM
- $19.26B
- Headquarters
- Miami, FL
- Regulatory AUM
- $18.53B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $18.16B
- Headquarters
- Coral Gables, FL
- Regulatory AUM
- $17.75B
- Headquarters
- Naples, FL
- Regulatory AUM
- $17.25B
- Headquarters
- ST Petersburg, FL
- Regulatory AUM
- $16.86B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $16.29B
- Headquarters
- ST. Petersburg, FL
- Regulatory AUM
- $15.98B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $15.73B
- Headquarters
- West Palm Beach, FL
- Regulatory AUM
- $15.47B
- Headquarters
- Aventura, FL
- Regulatory AUM
- $15.08B
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when its Form ADV Part 1A lists its headquarters in Florida. This page covers firms published in this directory. Branch offices and state registration jurisdictions do not determine inclusion; firms may serve clients in other states.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.