Firms by city
Registered investment advisers in Miami, FL
14 SEC-registered advisers headquartered in Miami, listed by regulatory assets under management as reported on Form ADV.
14 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Citadel AdvisorsCRD 148826 | Miami, FL | $570.62B | 1,314 | 37 |
| Corient Private WealthCRD 319448 | Miami, FL | $165.25B | 620 | 26,586 |
| Oc Investment ManagementCRD 314948 | Miami, FL | $75.93B | 3 | 4 |
| H.I.G. CapitalCRD 160711 | Miami, FL | $72.33B | 533 | 191 |
| I Squared Capital Advisors (us)CRD 168339 | Miami, FL | $60.09B | 113 | 76 |
| Cifc Asset ManagementCRD 159172 | Miami, FL | $44.58B | 89 | 150 |
| Sanctuary AdvisorsCRD 226606 | Miami, FL | $34.88B | 396 | 19,540 |
| Alpha Wave GlobalCRD 160894 | Miami, FL | $26.66B | 48 | 23 |
| Arga Investment ManagementCRD 153665 | Miami, FL | $24.57B | 25 | 67 |
| Rialto Capital ManagementCRD 159998 | Miami, FL | $21.73B | 79 | 66 |
| Universa InvestmentsCRD 146052 | Miami, FL | $21.35B | 5 | 45 |
| 1823 Partners (us)CRD 333927 | Miami, FL | $18.53B | 30 | 5 |
| Loop Capital Asset Management - TCHCRD 149280 | Miami, FL | $10.81B | 18 | 90 |
| Carlyle Aviation PDP ManagementCRD 305746 | Miami, FL | $10.40B | 25 | 14 |
Citadel AdvisorsCRD 148826$570.62B
- Headquarters
- Miami, FL
- Advisory staff
- 1,314
- Clients
- 37
Corient Private WealthCRD 319448$165.25B
- Headquarters
- Miami, FL
- Advisory staff
- 620
- Clients
- 26,586
Oc Investment ManagementCRD 314948$75.93B
- Headquarters
- Miami, FL
- Advisory staff
- 3
- Clients
- 4
H.I.G. CapitalCRD 160711$72.33B
- Headquarters
- Miami, FL
- Advisory staff
- 533
- Clients
- 191
I Squared Capital Advisors (us)CRD 168339$60.09B
- Headquarters
- Miami, FL
- Advisory staff
- 113
- Clients
- 76
Cifc Asset ManagementCRD 159172$44.58B
- Headquarters
- Miami, FL
- Advisory staff
- 89
- Clients
- 150
Sanctuary AdvisorsCRD 226606$34.88B
- Headquarters
- Miami, FL
- Advisory staff
- 396
- Clients
- 19,540
Alpha Wave GlobalCRD 160894$26.66B
- Headquarters
- Miami, FL
- Advisory staff
- 48
- Clients
- 23
Arga Investment ManagementCRD 153665$24.57B
- Headquarters
- Miami, FL
- Advisory staff
- 25
- Clients
- 67
Rialto Capital ManagementCRD 159998$21.73B
- Headquarters
- Miami, FL
- Advisory staff
- 79
- Clients
- 66
Universa InvestmentsCRD 146052$21.35B
- Headquarters
- Miami, FL
- Advisory staff
- 5
- Clients
- 45
1823 Partners (us)CRD 333927$18.53B
- Headquarters
- Miami, FL
- Advisory staff
- 30
- Clients
- 5
Loop Capital Asset Management - TCHCRD 149280$10.81B
- Headquarters
- Miami, FL
- Advisory staff
- 18
- Clients
- 90
Carlyle Aviation PDP ManagementCRD 305746$10.40B
- Headquarters
- Miami, FL
- Advisory staff
- 25
- Clients
- 14
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 it reports its principal office in Miami on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Florida.
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.