City
Independent RIAs in Miami, Florida
As of October 2, 2026, 143 independent wealth management RIAs with their main office in Miami, Florida reported $197.9 billion in regulatory assets under management; the largest by assets was Corient, with $165.3 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 143
- Regulatory assets under management
- $197.9 billion
- Average per firm
- $1.4 billion
- SEC-registered, of those listed
- 52 of 100 (52.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Corient | SEC | $165.3 billion | 113,752 |
| 2 | Gentrust | SEC | $5.2 billion | 1,527 |
| 3 | Valor Advisors LLC | SEC | $4.0 billion | 69 |
| 4 | MMBG Investment Advisors Co. | SEC | $3.0 billion | 234 |
| 5 | Sierra Capital LLC | SEC | $1.6 billion | 435 |
| 6 | Bigsur Partners, LLC | SEC | $1.3 billion | 226 |
| 7 | Element Pointe Family Office | SEC | $1.2 billion | 412 |
| 8 | Founders Family Office | SEC | $1.1 billion | 243 |
| 9 | Tiempo Capital Partners | SEC | $911.0 million | 68 |
| 10 | Saaga | SEC | $717.5 million | 565 |
| 11 | Powell Investment Advisors, LLC | SEC | $648.0 million | 354 |
| 12 | Vizcaya Capital, LLC | SEC | $631.4 million | 346 |
| 13 | Centrica Wealth Management | SEC | $627.4 million | 45 |
| 14 | Downtown Wealth Studios, LLC | SEC | $563.5 million | 135 |
| 15 | Dara Capital US, Inc. | SEC | $563.1 million | 58 |
| 16 | Kaufman Rossin Wealth, LLC | SEC | $506.7 million | 520 |
| 17 | Global Kandor Advisors, LLC | SEC | $483.3 million | 255 |
| 18 | Xendia Wealth LLC | SEC | $475.3 million | 4,810 |
| 19 | Noctua International WMG, LLC | SEC | $474.5 million | 165 |
| 20 | Stone Summit Wealth LLC | SEC | $443.6 million | 231 |
| 21 | Hollander Asset Management LLC | SEC | $419.7 million | 52 |
| 22 | Guerra Wealth Advisors | SEC | $406.2 million | 3,007 |
| 23 | In on Capital | SEC | $389.4 million | 40 |
| 24 | Scala Capital LLC | SEC | $380.5 million | 390 |
| 25 | RM Private Wealth Management | SEC | $340.9 million | 185 |
| 26 | Greenwood Family Advisors LLC | SEC | $327.1 million | 120 |
| 27 | Campbell Capital Management Inc | SEC | $303.3 million | 265 |
| 28 | Lifeinvest Wealth Management, Ltd | SEC | $300.5 million | 343 |
| 29 | Aqua Advisors LLC | SEC | $298.8 million | 278 |
| 30 | Matriarch Wealth Management, LLC | SEC | $267.3 million | 300 |
| 31 | Financial Designs Wealth Management | SEC | $261.2 million | 181 |
| 32 | Mori Huston Partners | SEC | $241.6 million | 72 |
| 33 | Guardant Wealth Advisors | SEC | $204.4 million | 160 |
| 34 | Saul Wealth Advisors, LLC | SEC | $201.5 million | 349 |
| 35 | Numa | SEC | $192.7 million | 195 |
| 36 | Picea Capital LLC | SEC | $186.8 million | 15 |
| 37 | Chronos Capital Advisors LLC | SEC | $181.1 million | 6 |
| 38 | Corrales & Co. | SEC | $174.2 million | 738 |
| 39 | Barnett Capital Advisors LLC | SEC | $161.1 million | 464 |
| 40 | Inversiones Sura | SEC | $160.2 million | 442 |
| 41 | LMPG Wealth Advisors, LLC | SEC | $131.7 million | 135 |
| 42 | Fortis Private Wealth Advisors, LLC | SEC | $124.4 million | 15 |
| 43 | Coral Wealth Management, LLC | SEC | $124.3 million | 520 |
| 44 | Arbalpha | SEC | $121.6 million | 4 |
| 45 | Pinetree Advisors Corp. | SEC | $120.0 million | 57 |
| 46 | Cardinal Advisers LLC | SEC | $118.5 million | 57 |
| 47 | Sulzberger Capital Advisors, Inc. | SEC | $117.1 million | 260 |
| 48 | Uyana Partners LLC | SEC | $115.0 million | 133 |
| 49 | Inkwell Capital | SEC | $112.2 million | 127 |
| 50 | Goi | SEC | $111.3 million | 140 |
| 51 | Clout Capital | SEC | $105.0 million | 3 |
| 52 | Eurocapital Advisors, Inc | SEC | $103.6 million | 9 |
| 53 | Ossia IM | State | $98.5 million | 46 |
| 54 | Conscientia Family Office, LLC | State | $97.3 million | 86 |
| 55 | Pecora Capital LLC | State | $83.0 million | 9 |
| 56 | Longman Wealthcare Management, LLC | State | $78.6 million | 31 |
| 57 | Valoir Wealth LLC | State | $75.4 million | 148 |
| 58 | Bankshop, LLC | State | $71.5 million | 240 |
| 59 | Key Capital Advisors, Inc. | State | $69.6 million | 97 |
| 60 | Cela Wealth Management | State | $65.0 million | 171 |
| 61 | CSS Capital Advisory LLC | State | $60.8 million | 23 |
| 62 | Wakeful | State | $54.7 million | 320 |
| 63 | Amida Wealth Advisors, LLC | State | $53.9 million | 158 |
| 64 | Camerondowning, Inc. | State | $40.5 million | 184 |
| 65 | BG Advisors | State | $40.4 million | 12 |
| 66 | Serco Investments Inc. | State | $36.0 million | 13 |
| 67 | Gupta Partnership | State | $34.5 million | 21 |
| 68 | Celaya Wealth Management | State | $32.9 million | 144 |
| 69 | WM Advisors USA LLC | State | $31.4 million | 45 |
| 70 | Focus Investment Advisors, LLC | State | $30.5 million | 20 |
| 71 | Asi Wealth Advisors LLC | State | $30.5 million | 92 |
| 72 | Kapok Capital LLC | State | $30.1 million | 14 |
| 73 | Anchor Advisory, LLC | State | $24.0 million | 33 |
| 74 | Transparenza Advisors LLC | State | $23.1 million | 11 |
| 75 | Brickell Financial Group LLC | State | $18.0 million | 34 |
| 76 | Highrise Wealth Management | State | $17.6 million | 135 |
| 77 | Dakota Asset Management, LLC | State | $17.5 million | 17 |
| 78 | Maredin Wealth Advisors | State | $16.5 million | 25 |
| 79 | Blue Infinitas Capital, LLC | State | $16.0 million | 14 |
| 80 | Grove Wealth Management, LLC | State | $14.1 million | 36 |
| 81 | Shareks Stock Portfolios | State | $13.4 million | 41 |
| 82 | Dumont Wealth | State | $12.9 million | 29 |
| 83 | Pettus & Dawkins Financial Group, LLC | State | $11.6 million | 46 |
| 84 | Brazil Advisors LLC | State | $11.3 million | 19 |
| 85 | The World Changers Investments, LLC | State | $10.9 million | 360 |
| 86 | Sol Financial | State | $9.8 million | 71 |
| 87 | Clark Private Wealth, LLC | State | $8.5 million | 46 |
| 88 | Alpha Prime Capital, LLC | State | $8.3 million | 19 |
| 89 | Germana Capital LLC | State | $7.4 million | 18 |
| 90 | Beckham Financial, LLC | State | $6.9 million | 27 |
| 91 | Time Advisors USA, LLC | State | $6.0 million | 3 |
| 92 | Campos Financial | State | $4.9 million | 37 |
| 93 | Bluereef Capital | State | $4.8 million | 39 |
| 94 | Belvedere Wealth Advisors LLC | State | $4.5 million | 11 |
| 95 | 38X Holdings Inc | State | $3.2 million | 17 |
| 96 | Sancus Wealth Management LLC | State | $3.0 million | 32 |
| 97 | JLM Advisors LLC | State | $2.4 million | 25 |
| 98 | Brice Financial Advisors Inc | State | $2.3 million | 23 |
| 99 | Jeffrey R. Jacobs, CPA | State | $2.1 million | 3 |
| 100 | Libra Investment Advisors Inc | State | $1.8 million | 3 |
Showing the 100 largest of 143 firms. Search by name to find another.
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.