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Independent RIAs in Coral Gables, Florida

As of October 2, 2026, 56 independent wealth management RIAs with their main office in Coral Gables, Florida reported $33.9 billion in regulatory assets under management; the largest by assets was We Family Offices, with $17.8 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
56
Regulatory assets under management
$33.9 billion
Average per firm
$606.1 million
SEC-registered, of those listed
27 of 56 (48.2%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 We Family Offices SEC $17.8 billion 112
2 Archpoint Investors SEC $4.1 billion 287
3 Evensky & Katz/Foldes Wealth Management SEC $3.2 billion 5,801
4 Storge SEC $866.6 million 194
5 Bayshore Wealth Advisors SEC $740.1 million 419
6 Maximai Investment Partners, LLC SEC $695.8 million 974
7 Alti Wealth Management (US International), Inc. SEC $690.9 million 37
8 Ceeto Capital Group, LLC SEC $531.4 million 46
9 Meridiana SEC $441.9 million 152
10 Kirtland Financial Management, Inc. SEC $396.1 million 620
11 Invenio Wealth Partners, LLC SEC $364.0 million 332
12 Premia Global Advisors, LLC SEC $340.8 million 48
13 Meira Wealth SEC $317.8 million 782
14 Azzendo Wealth Advisors SEC $300.1 million 642
15 Matters Capital LLC SEC $296.8 million 60
16 Bradley & Company Private Wealth Management, LLC SEC $252.0 million 293
17 Angelus Investment Consulting, Inc. SEC $226.0 million 67
18 Dragus Capital, LLC SEC $225.9 million 108
19 Lynx Advisory Partners SEC $221.4 million 113
20 Atlantic Family Wealth, LLC SEC $210.1 million 558
21 Shellman Investment Management, LLC SEC $209.6 million 178
22 Comprehensive Money Management Services LLC SEC $200.3 million 500
23 Entelevest, LLC SEC $147.0 million 280
24 Futura Asset Advisors LLC SEC $114.8 million 17
25 Shaw Financial Solutions LLC State $106.5 million 206
26 Northeast Capital Management, Inc. State $105.3 million 248
27 Cantata Wealth Management, LLC SEC $101.1 million 115
28 Genesis Wealth Management, Inc. State $91.1 million 180
29 Eber Capital Management State $90.4 million 58
30 V Delima Investments Inc SEC $63.3 million 19
31 Hachiko Financial USA Corp. State $62.4 million 35
32 Forem Investments LLC State $61.0 million 45
33 Ethos Private Wealth State $46.6 million 171
34 Capview Advisors, LLC. State $42.6 million 29
35 Ascent Wealth Management Group, LLC State $40.0 million 144
36 Figa Capital Management LLC. State $34.7 million 4
37 Vim Wealth Management, LLC State $31.1 million 206
38 Sun Creek Holdings LLC State $27.4 million 8
39 Gehret Investments State $23.5 million 5
40 Emergent Global Investments State $22.6 million 125
41 Globalinvest Financial Services, Inc. State $21.9 million 49
42 Family and Money Matters State $21.5 million 36
43 Guitian Wealth Management, LLC State $20.9 million 103
44 Fendz Asset Management, Inc. State $15.0 million 119
45 Ladin Financial Group, Inc. State $13.0 million 82
46 Stonewealth Advisors, LLC State $5.1 million 11
47 Clarivor SEC $4.4 million 6
48 Group U, LLC State $2.6 million 24
49 My Investment Path State $2.5 million 12
50 Filon Capital State $2.0 million 4
51 Alternative Finance LLC State $0 0
52 Aquasphere Am, LLC State $0 0
53 Campbell Williams, Inc. State $0 0
54 Marketgrader Capital, LLC State $0 0
55 Parrish Capital Advisors LLC State $0 0
56 Sapiens Advisors State $0 0

Independent RIAs in Florida, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.