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Top RIA Firms in Coral Gables, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Coral Gables, Florida. This hub covers 46 matching firms with $121.7B in total reported AUM and median AUM of $370.7M.
Firms
46
Matching current profiles
Total AUM
$121.7B
Reported regulatory AUM
Median AUM
$370.7M
Across firms with AUM
Largest firm
$64.2B
Bayview Asset Management, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Bayview Asset Management, LLC CRD 157053 · Limited Liability Company | CORAL GABLES, FL | $64.2B May 2026 | +$19.4B+43.4% | +$25.2B+64.5% | +$20.8B+47.9% | +$60.5B+1610.4% | +237 employees+74.3% over 3Y | +8 accounts+15.7% over 3Y |
| 2. We Family Offices CRD 109869 · Limited Liability Company | CORAL GABLES, FL | $17.8B Apr 2026 | +$2.4B+15.5% | +$5.7B+47.2% | +$7.6B+74.0% | +$15.9B+872.3% | +16 employees+32.7% over 3Y | +6 accounts+5.7% over 3Y |
| 3. Dimension Capital Management LLC CRD 109380 · Limited Liability Company | CORAL GABLES, FL | $7.3B Mar 2026 | +$1.1B+17.6% | +$1.0B+16.1% | +$2.7B+59.4% | +$6.7B+1091.8% | +8 employees+19.0% over 3Y | -10 accounts-1.7% over 3Y |
| 4. Trivest Investment Advisors, LLC CRD 161432 · Limited Liability Company | CORAL GABLES, FL | $6.0B May 2026 | +$104.5M+1.8% | +$1.3B+28.0% | +$3.6B+150.0% | +$5.5B+1198.3% | +34 employees+51.5% over 3Y | +5 accounts+35.7% over 3Y |
| 5. Archpoint Investors CRD 151807 · Limited Liability Company | CORAL GABLES, FL | $4.1B Mar 2026 | +$783.7M+23.4% | +$1.0B+32.9% | +$3.0B+261.8% | +$3.7B+911.8% | +2 employees+22.2% over 3Y | +26 accounts+10.0% over 3Y |
| 6. Evensky & Katz/foldes Wealth Management CRD 109698 · Limited Liability Company | CORAL GABLES, FL | $3.2B Mar 2026 | +$314.0M+10.8% | +$468.4M+17.1% | +$1.1B+53.1% | +$2.5B+324.0% | +9 employees+25.7% over 3Y | +989 accounts+20.6% over 3Y |
| 7. Mas Advisors LLC CRD 165906 · Limited Liability Company | CORAL GABLES, FL | $2.6B Mar 2026 | +$1.1B+70.7% | +$1.4B+127.0% | +$1.8B+225.4% | +$2.1B+413.3% | -5 employees-27.8% over 3Y | -302 accounts-50.6% over 3Y |
| 8. Tallvine Partners Management LP CRD 330629 · Limited Partnership | CORAL GABLES, FL | $1.4B Apr 2026 | +$950.8M+202.5% | — | — | — | +6 employees+60.0% over 1Y | +4 accounts+133.3% over 1Y |
| 9. Seaview Investment Managers LLC CRD 300155 · Limited Liability Company | CORAL GABLES, FL | $1.4B May 2026 | -$63.8M-4.4% | +$300.8M+28.1% | +$620.9M+82.9% | — | +6 employees+85.7% over 3Y | +46 accounts+3.0% over 3Y |
| 10. Finback Investment Partners CRD 310944 · Limited Liability Company | CORAL GABLES, FL | $1.2B Mar 2026 | +$171.7M+16.8% | +$650.3M+119.2% | — | +$870.2M+267.2% | +6 employees+54.5% over 3Y | +1 accounts+12.5% over 3Y |
| 11. Storge CRD 305395 · Limited Liability Company | CORAL GABLES, FL | $866.6M Feb 2026 | +$145.9M+20.2% | +$406.5M+88.3% | +$479.1M+123.6% | — | +1 employees+25.0% over 3Y | +58 accounts+42.6% over 3Y |
| 12. Amerant Investments, INC. CRD 117284 · Corporation | CORAL GABLES, FL | $782.4M Apr 2026 | +$94.2M+13.7% | +$181.4M+30.2% | +$248.6M+46.6% | +$539.8M+222.5% | -2 employees-5.4% over 3Y | +570 accounts+78.5% over 3Y |
| 13. Invex Advisors LLC CRD 164519 · Limited Liability Company | CORAL GABLES, FL | $759.3M Mar 2026 | +$99.6M+15.1% | +$298.7M+64.9% | +$304.3M+66.9% | +$648.3M+584.0% | 0 employees+0.0% over 3Y | +34 accounts+68.0% over 3Y |
| 14. Bayshore Wealth Advisors CRD 144191 · Limited Liability Company | CORAL GABLES, FL | $740.1M Mar 2026 | +$103.5M+16.3% | +$191.8M+35.0% | +$317.4M+75.1% | +$542.0M+273.6% | 0 employees+0.0% over 3Y | +54 accounts+14.8% over 3Y |
| 15. Aston Capital Management CRD 291310 · Limited Liability Company | CORAL GABLES, FL | $711.8M Mar 2026 | +$203.4M+40.0% | +$357.0M+100.6% | +$352.2M+97.9% | +$481.8M+209.5% | +1 employees+50.0% over 3Y | +172 accounts+1433.3% over 3Y |
| 16. Maximai Investment Partners, LLC CRD 284919 · Limited Liability Company | CORAL GABLES, FL | $695.8M Mar 2026 | +$202.1M+40.9% | +$290.1M+71.5% | +$345.3M+98.5% | — | +2 employees+33.3% over 3Y | +56 accounts+6.1% over 3Y |
| 17. Alti Wealth Management (us International), INC. CRD 152104 · Corporation | CORAL GABLES, FL | $690.9M Apr 2026 | +$20.4M+3.0% | -$274.8M-28.5% | -$34.5M-4.8% | -$1.3B-65.8% | -16 employees-61.5% over 3Y | -17 accounts-31.5% over 3Y |
| 18. Driftwood Advisors, LLC CRD 307316 · Limited Liability Company | CORAL GABLES, FL | $568.8M May 2026 | -$312.2M-35.4% | -$46.4M-7.5% | +$182.1M+47.1% | +$368.4M+183.8% | +7 employees+15.6% over 3Y | 0 accounts+0.0% over 3Y |
| 19. Br Capital CRD 310003 · Limited Liability Company | CORAL GABLES, FL | $568.4M Mar 2026 | +$253.5M+80.5% | +$359.3M+171.8% | +$403.5M+244.7% | — | +3 employees+100.0% over 3Y | +102 accounts+38.2% over 3Y |
| 20. Ceeto Capital Group, LLC CRD 286538 · Limited Liability Company | CORAL GABLES, FL | $531.4M Mar 2026 | +$92.0M+20.9% | +$213.9M+67.4% | +$229.3M+75.9% | — | 0 employees+0.0% over 3Y | +13 accounts+39.4% over 3Y |
| 21. Meridiana CRD 306237 · Limited Liability Company | CORAL GABLES, FL | $441.9M Apr 2026 | +$34.9M+8.6% | +$99.1M+28.9% | +$238.9M+117.7% | — | 0 employees+0.0% over 3Y | -10 accounts-6.2% over 3Y |
| 22. Kirtland Financial Management, INC. CRD 131138 · Corporation | CORAL GABLES, FL | $396.1M Mar 2026 | +$68.6M+20.9% | +$87.7M+28.4% | +$107.1M+37.1% | +$277.1M+232.7% | -2 employees-40.0% over 3Y | +171 accounts+38.1% over 3Y |
| 23. Pinvest CRD 331586 · Limited Liability Company | CORAL GABLES, FL | $377.5M Apr 2026 | +$101.5M+36.8% | — | — | — | +3 employees+300.0% over 1Y | -2 accounts-25.0% over 1Y |
| 24. Invenio Wealth Partners, LLC CRD 323039 · Limited Liability Company | CORAL GABLES, FL | $364.0M Mar 2026 | +$32.4M+9.8% | +$147.6M+68.2% | — | — | +2 employees+66.7% over 3Y | +162 accounts+95.3% over 3Y |
| 25. Premia Global Advisors, LLC CRD 282426 · Limited Liability Company | CORAL GABLES, FL | $340.8M Mar 2026 | +$41.1M+13.7% | +$82.3M+31.8% | +$97.3M+40.0% | — | -2 employees-40.0% over 3Y | -13 accounts-21.3% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.