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Largest RIA Firms in Coral Gables, Florida by AUM
Explore registered investment advisers headquartered in Coral Gables, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 51 firms with $122.7B in total reported AUM and median AUM of $317.8M.
Firms
51
Matching current profiles
Total AUM
$122.7B
Reported regulatory AUM
Median AUM
$317.8M
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 Oct 2026 | +$75.6M+2.4% | +$569.1M+21.6% | +$843.5M+35.6% | +$2.5B+324.0% | +6 employees+15.8% over 3Y | +738 accounts+14.6% 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 Oct 2026 | +$157.9M+28.5% | +$223.3M+45.7% | +$381.3M+115.4% | +$481.8M+209.5% | 0 employees+0.0% over 3Y | +159 accounts+636.0% 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 Jun 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 Aug 2026 | +$253.5M+80.5% | +$336.9M+145.5% | +$403.5M+244.7% | — | +3 employees+100.0% over 3Y | +46 accounts+14.2% 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 Jun 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 Oct 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 Sep 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 sufficient historical filing data is unavailable for the lookback period.