Firms by state
RIA firms in Florida
Search the full directory by firm name, city, state, CRD number or custodian.
Explore by city
Find firms headquartered in Florida. Choose a city to get started.
Select a dot to see the city and its firms.
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 |
|---|---|---|
| Digital Bridge Advisors | Boca Raton, FL | $14.60B |
| Franklin Advisory Services | San Mateo, FL | $14.07B |
| Dynasty Wealth Management | ST. Petersburg, FL | $13.88B |
| Capacuity | Lake Mary, FL | $13.87B |
| Bimini Advisors | Vero Beach, FL | $11.68B |
| Loop Capital Asset Management - TCH | Miami, FL | $10.81B |
| Carlyle Aviation PDP Management | Miami, FL | $10.40B |
| Kopernik Global Investors | Tampa, FL | $10.18B |
- Headquarters
- Boca Raton, FL
- Regulatory AUM
- $14.60B
- Headquarters
- San Mateo, FL
- Regulatory AUM
- $14.07B
- Headquarters
- ST. Petersburg, FL
- Regulatory AUM
- $13.88B
- Headquarters
- Lake Mary, FL
- Regulatory AUM
- $13.87B
- Headquarters
- Vero Beach, FL
- Regulatory AUM
- $11.68B
- Headquarters
- Miami, FL
- Regulatory AUM
- $10.81B
- Headquarters
- Miami, FL
- Regulatory AUM
- $10.40B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $10.18B
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.