City
Wealth management firms in Coral Gables, Florida
As of October 2, 2026, 61 wealth management firms, including broker-dealer firms, with their main office in Coral Gables, Florida reported $34.9 billion in regulatory assets under management; the largest by assets was We Family Offices, with $17.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 61
- Regulatory assets under management
- $34.9 billion
- Average per firm
- $572.3 million
- SEC-registered, of those listed
- 31 of 61 (50.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 | Amerant Investments, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $782.4 million | 1,296 |
| 6 | Bayshore Wealth Advisors | SEC | $740.1 million | 419 |
| 7 | Maximai Investment Partners, LLC | SEC | $695.8 million | 974 |
| 8 | Alti Wealth Management (US International), Inc. | SEC | $690.9 million | 37 |
| 9 | Ceeto Capital Group, LLC | SEC | $531.4 million | 46 |
| 10 | Meridiana | SEC | $441.9 million | 152 |
| 11 | Kirtland Financial Management, Inc. | SEC | $396.1 million | 620 |
| 12 | Invenio Wealth Partners, LLC | SEC | $364.0 million | 332 |
| 13 | Premia Global Advisors, LLC | SEC | $340.8 million | 48 |
| 14 | Meira Wealth | SEC | $317.8 million | 782 |
| 15 | Azzendo Wealth Advisors | SEC | $300.1 million | 642 |
| 16 | Matters Capital LLC | SEC | $296.8 million | 60 |
| 17 | Bradley & Company Private Wealth Management, LLC | SEC | $252.0 million | 293 |
| 18 | Angelus Investment Consulting, Inc. | SEC | $226.0 million | 67 |
| 19 | Dragus Capital, LLC | SEC | $225.9 million | 108 |
| 20 | Lynx Advisory Partners | SEC | $221.4 million | 113 |
| 21 | Atlantic Family Wealth, LLC | SEC | $210.1 million | 558 |
| 22 | Shellman Investment Management, LLC | SEC | $209.6 million | 178 |
| 23 | Comprehensive Money Management Services LLC | SEC | $200.3 million | 500 |
| 24 | Entelevest, LLC | SEC | $147.0 million | 280 |
| 25 | Portfolio Resources Advisor Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $121.9 million | 428 |
| 26 | Futura Asset Advisors LLC | SEC | $114.8 million | 17 |
| 27 | Shaw Financial Solutions LLC | State | $106.5 million | 206 |
| 28 | Northeast Capital Management, Inc. | State | $105.3 million | 248 |
| 29 | Cantata Wealth Management, LLC | SEC | $101.1 million | 115 |
| 30 | Genesis Wealth Management, Inc. | State | $91.1 million | 180 |
| 31 | Eber Capital Management | State | $90.4 million | 58 |
| 32 | V Delima Investments Inc | SEC | $63.3 million | 19 |
| 33 | Hachiko Financial USA Corp. | State | $62.4 million | 35 |
| 34 | Forem Investments LLC | State | $61.0 million | 45 |
| 35 | Riwm, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $59.0 million | 99 |
| 36 | Ethos Private Wealth | State | $46.6 million | 171 |
| 37 | Capview Advisors, LLC. | State | $42.6 million | 29 |
| 38 | Ascent Wealth Management Group, LLC | State | $40.0 million | 144 |
| 39 | Figa Capital Management LLC. | State | $34.7 million | 4 |
| 40 | Vim Wealth Management, LLC | State | $31.1 million | 206 |
| 41 | Sun Creek Holdings LLC | State | $27.4 million | 8 |
| 42 | Gehret Investments | State | $23.5 million | 5 |
| 43 | Emergent Global Investments | State | $22.6 million | 125 |
| 44 | Globalinvest Financial Services, Inc. | State | $21.9 million | 49 |
| 45 | Family and Money Matters | State | $21.5 million | 36 |
| 46 | Guitian Wealth Management, LLC | State | $20.9 million | 103 |
| 47 | Fendz Asset Management, Inc. | State | $15.0 million | 119 |
| 48 | Ladin Financial Group, Inc. | State | $13.0 million | 82 |
| 49 | Stonewealth Advisors, LLC | State | $5.1 million | 11 |
| 50 | Clarivor | SEC | $4.4 million | 6 |
| 51 | Invex Next, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.0 million | 76 |
| 52 | Group U, LLC | State | $2.6 million | 24 |
| 53 | My Investment Path | State | $2.5 million | 12 |
| 54 | Filon Capital | State | $2.0 million | 4 |
| 55 | Alternative Finance LLC | State | $0 | 0 |
| 56 | Aquasphere Am, LLC | State | $0 | 0 |
| 57 | Campbell Williams, Inc. | State | $0 | 0 |
| 58 | Marketgrader Capital, LLC | State | $0 | 0 |
| 59 | Parrish Capital Advisors LLC | State | $0 | 0 |
| 60 | Sapiens Advisors | State | $0 | 0 |
| 61 | Seminario Asset Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $0 | 0 |
Wealth management firms 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.