City
Wealth management firms in Key Biscayne, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Key Biscayne, Florida reported $452.7 million in regulatory assets under management; the largest by assets was Private Lane Capital, LLC, with $144.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $452.7 million
- Average per firm
- $75.4 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Private Lane Capital, LLC | SEC | $144.1 million | 12 |
| 2 | Todo Capital, LLC | SEC | $143.6 million | 48 |
| 3 | Trust Beyond Corp | SEC | $129.4 million | 30 |
| 4 | Resolute Capital, LLC | State | $18.4 million | 15 |
| 5 | Fundamental Investment Services, LLC | SEC | $12.2 million | 1 |
| 6 | Brickell Investments, LLC | State | $5.0 million | 17 |
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.