DFX Intelligence
Firms
SEC-registered investment advisersAbout this listOne row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list.Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
1,082 advisers match
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Azzendo Wealth Advisors CRD 139610 | Hollywood, FL | independent RIA | $173M | 100% | 1 | $173M | 0 | 0 |
| Stronghold Wealth Management L.L.C. CRD 161194 | Tampa, FL | independent RIA | $173M | 99% | 2 | $86.5M | 0 | 0 |
| Vizcaya Capital Partners LLC CRD 324032 | Miami, FL | asset manager | $172M | 0.0% | 0 | Not computed | 2 | 27 |
| N•••••••• L•• CRD 311424 | Palm Beach Gardens, FL | independent RIA | $172M | 63% | 1 | $172M | 1 | 0 |
| N•••••••• C••••••• L•• CRD 284183 | Clearwater, FL | asset manager | $172M | 0.0% | 1 | $172M | 3 | 1 |
| C••••••••• C•••••• C••••••••• CRD 282099 | Tampa, FL | asset manager | $172M | 0.0% | 0 | Not computed | 0 | 0 |
| E•••••••• W••••• M••••••••• I••• CRD 307644 | Fort Myers, FL | independent RIA | $172M | 100% | 6 | $28.6M | 3 | 0 |
| H••••• I••••• CRD 170580 | Aventura, FL | mixed wealth | $171M | 37% | 2 | $85.6M | 0 | 10 |
| Y•••••• I••••••••• L•• CRD 332642 | Orlando, FL | independent RIA | $171M | 72% | 1 | $171M | 1 | 0 |
| S•••• H•••• P••••••• CRD 167094 | Bay Harbor Islands, FL | asset manager | $170M | 0.0% | 0 | Not computed | 0 | 1 |
| P••• C•••••• P•••••••• L•• CRD 335156 | North Miami Beach, FL | asset manager | $169M | 0.0% | 0 | Not computed | 0 | 3 |
| Z••••• W••••• A•••••••• L•• CRD 295122 | Ocala, FL | independent RIA | $169M | 100% | 3 | $56.3M | 2 | 0 |
| D•••••• F•••••••• G••••• I••• CRD 309637 | Lutz, FL | independent RIA | $168M | 100% | 5 | $33.6M | 0 | 0 |
| C•••• H••••• E••• L•• CRD 305171 | St. Petersburg, FL | asset manager | $168M | 0.0% | 0 | Not computed | 1 | 0 |
| B•••••• P••• C•••••• CRD 338172 | Miami, FL | other | $167M | 0.0% | 0 | Not computed | 0 | 0 |
| P••••••••• C•••••• CRD 304859 | Miami, FL | asset manager | $166M | 0.0% | 0 | Not computed | 0 | 2 |
| B•••••• C••••••• • A••••••••• I•• CRD 110164 | Orlando, FL | other | $166M | 18% | 4 | $41.5M | 6 | 0 |
| M••••• T•••• A••••••• G•••• CRD 277060 | Estero, FL | independent RIA | $166M | 100% | 2 | $82.9M | 0 | 0 |
| S•••••••• W••••• M••••••••• L•• CRD 343156 | Tampa, FL | independent RIA | $166M | 100% | 2 | $82.9M | 0 | 0 |
| W••••• F•••••••• P••••••• CRD 145275 | Tampa, FL | independent RIA | $166M | 100% | 2 | $82.8M | 0 | 0 |
| C•••••• C••••••• L•• CRD 341216 | Naples, FL | independent RIA | $165M | 92% | 4 | $41.4M | 4 | 0 |
| B••• W••••• M••••••••• L•• CRD 323979 | Miami, FL | independent RIA | $164M | 100% | 3 | $54.8M | 0 | 0 |
| N••••• M•••• M••••••••• L•• CRD 153499 | N•••••, FL | independent RIA | $164M | 99% | 2 | $82.2M | 0 | 0 |
| T•• A••••••• L•• CRD 286356 | Miami, FL | asset manager | $164M | 0.0% | 0 | Not computed | 0 | 2 |
| S••••• W••••• M••••••••• CRD 307212 | St. Petersburg, FL | independent RIA | $163M | 99% | 7 | $23.2M | 0 | 0 |
| B••••• G••••• I••••••••• A•••••••• L•• CRD 283264 | Boca Raton, FL | independent RIA | $162M | 97% | 2 | $81.0M | 0 | 0 |
| B•••••• C•••••• A••••••• L•• CRD 159113 | Miami, FL | independent RIA | $161M | 65% | 2 | $80.6M | 2 | 1 |
| W••••••• W••••• M••••••••• G••••• I••• CRD 147341 | Bradenton, FL | independent RIA | $161M | 99% | 1 | $161M | 0 | 0 |
| G••••• C•••••• M••••••••• L•• CRD 134227 | Sarasota, FL | other | $161M | 14% | 0 | Not computed | 1 | 1 |
| C••• F••• CRD 337234 | Boca Raton, FL | asset manager | $161M | 0.0% | 0 | Not computed | 1 | 13 |
| D••••• F•••••••• M••••••••• P••• CRD 136881 | Maitland, FL | independent RIA | $161M | 98% | 2 | $80.3M | 0 | 0 |
| R•• C•••••• M••••••••• I••• CRD 164524 | Sarasota, FL | institutional | $161M | 5.0% | 1 | $161M | 0 | 0 |
| I••••••••• S••• CRD 318065 | Miami, FL | independent RIA | $160M | 88% | 3 | $53.4M | 0 | 0 |
| F•••••• F••••••••• L•• CRD 134675 | Casselberry, FL | independent RIA | $160M | 100% | 2 | $79.8M | 4 | 0 |
| A••••• C•••••• CRD 312348 | Coral Gables, FL | asset manager | $160M | 0.0% | 0 | Not computed | 0 | 4 |
| F•••• F•••••••• S••••••• I•• CRD 106841 | Wilton Manors, FL | independent RIA | $159M | 96% | 2 | $79.6M | 0 | 0 |
| S•••••• W••••• P••••••• L•• CRD 173580 | Jacksonville Beach, FL | independent RIA | $159M | 100% | 3 | $53.0M | 0 | 0 |
| T••• W••••• M••••••••• L•• CRD 164761 | Venice, FL | independent RIA | $159M | 100% | 1 | $159M | 0 | 0 |
| W•••••••• F•••••••• CRD 157494 | Sebring, FL | independent RIA | $158M | 98% | 3 | $52.6M | 0 | 0 |
| L•••••••• C••••••• L•• CRD 306106 | West Palm Beach, FL | asset manager | $158M | 0.0% | 0 | Not computed | 0 | 5 |
| L•••••••• F•••••• A••••••• G••••• L•• CRD 283512 | Bradenton, FL | independent RIA | $157M | 81% | 5 | $31.4M | 2 | 0 |
| B•••••••• I••••••••• P•••••••• L•• CRD 162674 | Fort Lauderdale, FL | asset manager | $157M | 0.0% | 0 | Not computed | 0 | 2 |
| S•••••• C•••••• L• CRD 297691 | Saint Augustine, FL | other | $157M | 0.0% | 0 | Not computed | 1 | 1 |
| 4••• G••••••••• CRD 154279 | Altamonte Springs,, FL | independent RIA | $156M | 77% | 6 | $26.1M | 0 | 0 |
| T•••••• M••••••••• C••••••• L•• CRD 137537 | Delray Beach, FL | asset manager | $156M | 0.0% | 0 | Not computed | 0 | 2 |
| P•• P•••••••• L•• CRD 339659 | Miami Beach, FL | asset manager | $156M | 0.0% | 0 | Not computed | 0 | 1 |
| U•••• F•••••••• A••••••• CRD 324120 | Clearwater, FL | independent RIA | $156M | 99% | 2 | $77.9M | 0 | 0 |
| B••• C•••••• G••••• L•• CRD 175258 | Wesley Chapel, FL | independent RIA | $155M | 99% | 4 | $38.8M | 3 | 0 |
| L••• S•••• A•••••••• L•• CRD 153632 | Palm Beach Gardens, FL | asset manager | $154M | 0.0% | 0 | Not computed | 1 | 0 |
| M•••• I••••••••• S•••••••• L•• CRD 156856 | Oldmar, FL | independent RIA | $154M | 100% | 3 | $51.3M | 3 | 0 |
The firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.