Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Coral Gables, FL
51 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01
All advisers in FL
Firm
Assets
Employees
Disclosures
Bayview Asset Management, LLC
$64.21 billion
556
0
We Family Offices
$17.75 billion
65
0
Dimension Capital Management LLC
$7.29 billion
50
0
Trivest Investment Advisors, LLC
$6.01 billion
100
0
Archpoint Investors
$4.13 billion
11
0
Evensky & Katz/foldes Wealth Management
$3.21 billion
44
4
Mas Advisors LLC
$2.56 billion
13
0
Tallvine Partners Management LP
$1.42 billion
16
0
Seaview Investment Managers LLC
$1.37 billion
13
0
Finback Investment Partners
$1.20 billion
17
0
Storge
$866.6 million
5
0
Amerant Investments, Inc.
$782.4 million
35
1
Invex Advisors LLC
$759.3 million
8
0
Bayshore Wealth Advisors
$740.1 million
4
0
Aston Capital Management
$711.8 million
3
0
Maximai Investment Partners, LLC
$695.8 million
8
0
Alti Wealth Management (US International), Inc.
$690.9 million
10
0
Driftwood Advisors, LLC
$568.8 million
52
3
Inveris US LLC
$568.4 million
6
0
Ceeto Capital Group, LLC
$531.4 million
4
0
Meridiana
$441.9 million
5
0
Kirtland Financial Management, Inc.
$396.1 million
3
0
Pinvest
$377.5 million
4
0
Invenio Wealth Partners, LLC
$364.0 million
5
0
Premia Global Advisors, LLC
$340.8 million
3
0
Meira Wealth
$317.8 million
6
0
Azzendo Wealth Advisors
$300.1 million
7
0
Matters Capital LLC
$296.8 million
3
0
Innova Advisors
$264.8 million
4
0
Loyola Asset Management LLC
$239.9 million
5
0
Mbf Healthcare Management Ii, LLC
$235.0 million
11
0
Angelus Investment Consulting, Inc.
$226.0 million
2
0
Dragus Capital, LLC
$225.9 million
5
0
Lynx Advisory Partners
$221.4 million
7
0
Mara River Capital Management, LP
$217.7 million
3
0
Atlantic Family Wealth, LLC
$210.1 million
4
0
Sunstate Wealth Management LLC
$209.8 million
4
0
Shellman Investment Management, LLC
$209.6 million
4
0
Bradesco Global Advisors
$181.5 million
21
3
Altura Capital
$159.5 million
15
0
Balanz
$152.6 million
11
0
Accumulator Operations LLC
$148.4 million
29
0
Entelevest, LLC
$147.0 million
3
0
Advantage Investing, Inc.
$138.9 million
2
0
Portfolio Resources Advisor Group, Inc.
$121.9 million
17
2
Futura Asset Advisors LLC
$114.8 million
1
0
Cantata Wealth Management, LLC
$101.1 million
4
0
Axxes Advisors I LLC
$6.8 million
10
3
Invex Next, LLC
$3.0 million
8
0
Axxes Advisors LLC
$100,000
10
3
Seminario Asset Management LLC
$0
10
0