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Start your Watchlist1,840 investment advisory firms are registered with a main office in Florida, together advising $4.27T for 1,877,007 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Miami · SEC-registered
|
$570.6B | 37 | 3,284 | Clean |
| 2 |
St. Petersburg · SEC-registered
|
$501.0B | 531,617 | 16,780 | Flagged |
| 3 |
Saint Petersburg · SEC-registered
|
$390.0B | 508,439 | 9,675 | Flagged |
| 4 |
Miami · SEC-registered
|
$165.3B | 26,586 | 1,537 | Flagged |
| 5 |
Fort Lauderdale · SEC-registered
|
$163.9B | 6,445 | 227 | Flagged |
| 6 |
West Palm Beach · SEC-registered
|
$128.6B | 48 | 665 | Flagged |
| 7 |
West Palm Beach · SEC-registered
|
$122.2B | 101 | 26 | Clean |
| 8 |
Tampa · SEC-registered
|
$93.3B | 102 | 258 | Clean |
| 9 |
Boca Raton · SEC-registered
|
$88.2B | 21 | 9 | Clean |
| 10 |
Palm Beach Gardens · SEC-registered
|
$87.4B | 126 | 481 | Clean |
| 11 |
Miami Beach · SEC-registered
|
$79.2B | 258 | 439 | Clean |
| 12 |
Miami · SEC-registered
|
$75.9B | 4 | 15 | Clean |
| 13 |
Miami · SEC-registered
|
$72.3B | 191 | 1,039 | Clean |
| 14 |
Coral Gables · SEC-registered
|
$64.2B | 57 | 556 | Clean |
| 15 |
Boca Raton · SEC-registered
|
$61.1B | 86 | 285 | Clean |
| 16 |
St. Petersburg · SEC-registered
|
$60.7B | 79,272 | 77 | Flagged |
| 17 |
Miami · SEC-registered
|
$60.1B | 76 | 331 | Clean |
| 18 |
Miami · SEC-registered
|
$44.6B | 150 | 200 | Clean |
| 19 |
Jupiter · SEC-registered
|
$36.2B | 5 | 144 | Flagged |
| 20 |
Miami · SEC-registered
|
$34.9B | 19,540 | 770 | Flagged |
| 21 |
Tampa · SEC-registered
|
$27.3B | 2,134 | 50 | Flagged |
| 22 |
West Palm Beach · SEC-registered
|
$27.0B | 61 | 96 | Clean |
| 23 |
Miami · SEC-registered
|
$26.7B | 23 | 113 | Clean |
| 24 |
Boca Raton · SEC-registered
|
$24.1B | 1,602 | 168 | Clean |
| 25 |
Miami · SEC-registered
|
$21.7B | 66 | 82 | Flagged |
| 26 |
Miami · SEC-registered
|
$21.3B | 45 | 20 | Flagged |
| 27 |
Vero Beach · SEC-registered
|
$21.0B | 1 | 20 | Clean |
| 28 |
Naples · SEC-registered
|
$19.3B | 23 | 45 | Flagged |
| 29 |
Miami · SEC-registered
|
$18.5B | 5 | 52 | Clean |
| 30 |
Tampa · SEC-registered
|
$18.2B | 33 | 20 | Clean |
| 31 |
Coral Gables · SEC-registered
|
$17.8B | 112 | 65 | Clean |
| 32 |
Naples · SEC-registered
|
$17.2B | 12,580 | 30 | Clean |
| 33 |
ST Petersburg · SEC-registered
|
$16.9B | 5 | 175 | Flagged |
| 34 |
Tampa · SEC-registered
|
$16.3B | 54,154 | 328 | Flagged |
| 35 |
St. Petersburg · SEC-registered
|
$16.0B | 61 | 58 | Clean |
| 36 |
Tampa · SEC-registered
|
$15.7B | 13,277 | 187 | Clean |
| 37 |
West Palm Beach · SEC-registered
|
$15.5B | 26 | 41 | Clean |
| 38 |
Aventura · SEC-registered
|
$15.1B | 159 | 82 | Clean |
| 39 |
Boca Raton · SEC-registered
|
$14.6B | 48 | 174 | Clean |
| 40 |
San Mateo · SEC-registered
|
$14.1B | 66 | 2 | Flagged |
| 41 |
St. Petersburg · SEC-registered
|
$13.9B | 17 | 200 | Clean |
| 42 |
Lake Mary · SEC-registered
|
$13.9B | 130 | 40 | Clean |
| 43 |
Vero Beach · SEC-registered
|
$11.7B | 1 | 10 | Clean |
| 44 |
Miami · SEC-registered
|
$10.8B | 90 | 23 | Clean |
| 45 |
Miami · SEC-registered
|
$10.4B | 14 | 124 | Clean |
| 46 |
Tampa · SEC-registered
|
$10.2B | 13 | 44 | Clean |
| 47 |
Palm Beach Gardens · SEC-registered
|
$9.5B | 56 | 20 | Clean |
| 48 |
West Palm Beach · SEC-registered
|
$9.3B | 12 | 150 | Flagged |
| 49 |
Fort Lauderdale · SEC-registered
|
$9.0B | 42 | 100 | Flagged |
| 50 |
Tampa · SEC-registered
|
$8.2B | 31,247 | 550 | Flagged |
| 51 |
Naples · SEC-registered
|
$8.1B | 2,538 | 38 | Clean |
| 52 |
Miami · SEC-registered
|
$7.9B | 22 | 65 | Clean |
| 53 |
Boca Raton · SEC-registered
|
$7.7B | 36 | 90 | Clean |
| 54 |
West Palm Beach · SEC-registered
|
$7.6B | 14,741 | 238 | Clean |
| 55 |
Palm Beach Gardens · SEC-registered
|
$7.6B | 2,465 | 25 | Clean |
| 56 |
West Palm Beach · SEC-registered
|
$7.4B | 41 | 75 | Clean |
| 57 |
Coral Gables · SEC-registered
|
$7.3B | 564 | 50 | Clean |
| 58 |
Miami · SEC-registered
|
$7.1B | 5 | 3 | Clean |
| 59 |
Fort Lauderdale · SEC-registered
|
$7.0B | 83 | 39 | Clean |
| 60 |
Palm Beach Gardens · SEC-registered
|
$6.9B | 3,764 | 91 | Flagged |
| 61 |
Fort Lauderdale · SEC-registered
|
$6.8B | 91 | 12 | Clean |
| 62 |
West Palm Beach · SEC-registered
|
$6.6B | 4 | 143 | Clean |
| 63 |
Ft. Lauderdale · SEC-registered
|
$6.3B | 13,293 | 320 | Flagged |
| 64 |
West Palm Beach · SEC-registered
|
$6.2B | 32 | 20 | Clean |
| 65 |
Sunny Isles Beach · SEC-registered
|
$6.2B | 6 | 30 | Clean |
| 66 |
Miami Beach · SEC-registered
|
$6.2B | 15 | 91 | Clean |
| 67 |
Jacksonville Beach · SEC-registered
|
$6.1B | 38 | 67 | Clean |
| 68 |
Coral Gables · SEC-registered
|
$6.0B | 19 | 100 | Clean |
| 69 |
Tampa · SEC-registered
|
$6.0B | 54 | 16 | Clean |
| 70 |
Winter Park · SEC-registered
|
$5.9B | 80 | 27 | Clean |
| 71 |
Boca Raton · SEC-registered
|
$5.8B | 16 | 58 | Clean |
| 72 |
Palm Beach Gardens · SEC-registered
|
$5.7B | 8,385 | 186 | Flagged |
| 73 |
West Palm Beach · SEC-registered
|
$5.7B | 2 | 7 | Clean |
| 74 |
Miami Beach · SEC-registered
|
$5.4B | 9 | 139 | Clean |
| 75 |
Miami · SEC-registered
|
$5.4B | 50 | 78 | Clean |
| 76 |
West Palm Beach · SEC-registered
|
$5.2B | 3 | 7 | Clean |
| 77 |
Miami · SEC-registered
|
$5.2B | 277 | 40 | Clean |
| 78 |
Miami · SEC-registered
|
$5.2B | 4,473 | 223 | Clean |
| 79 |
Miami · SEC-registered
|
$5.1B | 187 | 100 | Clean |
| 80 |
Naples · SEC-registered
|
$5.1B | 1,694 | 56 | Flagged |
| 81 |
Miami · SEC-registered
|
$5.1B | 187 | 18 | Clean |
| 82 |
Lake Mary · SEC-registered
|
$5.1B | 3,761 | 31 | Clean |
| 83 |
Boca Raton · SEC-registered
|
$5.0B | 655 | 13 | Clean |
| 84 |
St. Petersburg · SEC-registered
|
$4.9B | 117 | 7 | Clean |
| 85 |
West Palm Beach · SEC-registered
|
$4.8B | 10 | 24 | Clean |
| 86 |
Palm Beach Gardens · SEC-registered
|
$4.8B | 37,793 | 707 | Flagged |
| 87 |
Miami · SEC-registered
|
$4.7B | 10 | 15 | Clean |
| 88 |
Boca Raton · SEC-registered
|
$4.7B | 3 | 4 | Clean |
| 89 |
Ponte Vedra Beach · SEC-registered
|
$4.6B | 114 | 10 | Clean |
| 90 |
Ft. Lauderdale · SEC-registered
|
$4.6B | 507 | 31 | Flagged |
| 91 |
Sunny Isles Beach · SEC-registered
|
$4.6B | 11 | 41 | Clean |
| 92 |
Naples · SEC-registered
|
$4.5B | 1,976 | 67 | Clean |
| 93 |
Miami · SEC-registered
|
$4.4B | 4 | 9 | Clean |
| 94 |
Fort Lauderdale · SEC-registered
|
$4.4B | 3,342 | 52 | Clean |
| 95 |
Miami · SEC-registered
|
$4.4B | 11 | 22 | Clean |
| 96 |
Celebration · SEC-registered
|
$4.4B | 22,596 | 135 | Flagged |
| 97 |
Miami Beach · SEC-registered
|
$4.3B | 2 | 13 | Clean |
| 98 |
Fort Lauderdale · SEC-registered
|
$4.2B | 24,757 | 134 | Flagged |
| 99 |
Coral Gables · SEC-registered
|
$4.1B | 38 | 11 | Clean |
| 100 |
Miami · SEC-registered
|
$4.1B | 101 | 13 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Florida by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.