Rialytix insights
Largest RIA Firms in Miami, Florida by AUM
Explore registered investment advisers headquartered in Miami, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 213 firms with $1.3T in total reported AUM and median AUM of $442.1M.
Firms
213
Matching current profiles
Total AUM
$1.3T
Reported regulatory AUM
Median AUM
$442.1M
Across firms with AUM
Largest firm
$570.6B
Citadel Advisors 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. Citadel Advisors LLC CRD 148826 · Limited Liability Company | MIAMI, FL | $570.6B Jun 2026 | +$124.7B+28.0% | +$231.5B+68.3% | +$326.4B+133.6% | +$455.4B+395.3% | +461 employees+16.3% over 3Y | +11 accounts+42.3% over 3Y |
| 2. Corient CRD 319448 · Limited Partnership | MIAMI, FL | $165.3B Aug 2026 | +$21.6B+15.1% | +$70.6B+74.7% | — | — | +712 employees+86.3% over 3Y | +34,014 accounts+42.7% over 3Y |
| 3. Oc Investment Management LP CRD 314948 · Limited Partnership | MIAMI, FL | $75.9B May 2026 | +$44.5B+141.9% | +$52.2B+219.6% | — | +$75.9B+3796721042300.0% | +9 employees+150.0% over 3Y | +3 accounts+300.0% over 3Y |
| 4. H.i.g. Capital, LLC CRD 160711 · Limited Liability Company | MIAMI, FL | $72.3B Mar 2026 | +$8.7B+13.6% | +$17.7B+32.3% | +$33.1B+84.2% | +$63.8B+743.5% | +48 employees+4.8% over 3Y | +43 accounts+28.5% over 3Y |
| 5. I Squared Capital Advisors (us) LLC CRD 168339 · Limited Liability Company | MIAMI, FL | $60.1B Mar 2026 | $0+0.0% | +$18.1B+43.0% | +$38.6B+179.4% | +$60.0B+158020.0% | +163 employees+97.0% over 3Y | +22 accounts+40.7% over 3Y |
| 6. Cifc Asset Management LLC CRD 159172 · Limited Liability Company | MIAMI, FL | $44.6B May 2026 | +$3.1B+7.4% | +$7.3B+19.7% | +$14.9B+50.3% | +$40.8B+1086.2% | -6 employees-2.9% over 3Y | +27 accounts+22.0% over 3Y |
| 7. Sanctuary Advisors, LLC CRD 226606 · Limited Liability Company | MIAMI, FL | $34.9B Sep 2026 | +$7.2B+25.9% | +$18.7B+115.0% | +$28.3B+431.0% | +$34.4B+6868.0% | +197 employees+34.4% over 3Y | +23,684 accounts+60.8% over 3Y |
| 8. Alpha Wave Global, LP CRD 160894 · Limited Partnership | MIAMI, FL | $26.7B Aug 2026 | +$5.6B+26.4% | +$6.7B+33.3% | +$21.5B+412.1% | +$25.4B+2075.0% | +37 employees+48.7% over 3Y | +3 accounts+14.3% over 3Y |
| 9. Arga Investment Management, LP CRD 153665 · Limited Partnership | MIAMI, FL | $24.6B Oct 2026 | +$6.5B+36.3% | +$14.2B+137.7% | +$16.7B+210.4% | +$23.2B+1690.2% | +9 employees+22.5% over 3Y | +18 accounts+32.1% over 3Y |
| 10. Rialto Capital Management, LLC CRD 159998 · Limited Liability Company | MIAMI, FL | $21.7B Jul 2026 | +$3.3B+17.9% | +$6.8B+45.6% | +$15.3B+236.1% | +$19.3B+805.6% | +1 employees+1.2% over 3Y | +2 accounts+3.1% over 3Y |
| 11. Universa Investments L.p. CRD 146052 · Limited Partnership | MIAMI, FL | $21.3B Mar 2026 | +$4.1B+24.1% | +$4.9B+29.9% | +$13.7B+179.0% | +$21.3B+51973.2% | 0 employees+0.0% over 3Y | +4 accounts+9.8% over 3Y |
| 12. 1823 Partners (us) LLC CRD 333927 · Limited Liability Company | MIAMI, FL | $18.5B Oct 2026 | +$17.5B+1753.2% | — | — | +$17.5B+1753.2% | +41 employees+372.7% over 1Y | +4 accounts+400.0% over 1Y |
| 13. Loop Capital Asset Management CRD 149280 · Limited Liability Company | MIAMI, FL | $10.8B Mar 2026 | +$958.6M+9.7% | +$5.2B+91.4% | -$916.7M-7.8% | +$4.0B+59.4% | -1 employees-4.2% over 3Y | +56 accounts+164.7% over 3Y |
| 14. Carlyle Aviation Pdp Management LLC CRD 305746 · Limited Liability Company | MIAMI, FL | $10.4B Mar 2026 | -$746.1M-6.7% | +$1.8B+21.3% | +$9.9B+1967.9% | +$9.9B+1979.3% | +14 employees+12.7% over 3Y | +3 accounts+25.0% over 3Y |
| 15. Flexpoint Ford, LLC CRD 157864 · Limited Liability Company | MIAMI, FL | $7.9B Mar 2026 | -$202.2M-2.5% | -$143.0M-1.8% | +$3.2B+67.2% | +$6.9B+698.1% | +8 employees+14.0% over 3Y | +4 accounts+22.2% over 3Y |
| 16. Daemon Investment And Asset Management, LLC CRD 285629 · Limited Liability Company | MIAMI, FL | $7.1B Mar 2026 | +$872.5M+14.0% | +$2.5B+54.2% | +$3.0B+72.8% | +$4.6B+188.2% | -2 employees-40.0% over 3Y | 0 accounts+0.0% over 3Y |
| 17. Hq Capital Private Equity LLC CRD 134231 · Limited Liability Company | MIAMI, FL | $5.4B Mar 2026 | -$2.7B-33.0% | -$1.8B-25.2% | -$784.8M-12.7% | +$783.2M+17.0% | -4 employees-4.9% over 3Y | -18 accounts-26.5% over 3Y |
| 18. Aliya Capital Partners LLC CRD 305988 · Limited Liability Company | MIAMI, FL | $5.3B Aug 2026 | +$3.4B+169.9% | +$4.4B+499.3% | +$4.9B+1049.9% | +$4.9B+1049.9% | +1 employees+5.9% over 3Y | +117 accounts+117.0% over 3Y |
| 19. Gentrust CRD 158369 · Limited Liability Company | MIAMI, FL | $5.2B Mar 2026 | +$1.1B+28.0% | +$2.5B+89.6% | +$3.5B+197.9% | — | +7 employees+21.2% over 3Y | +337 accounts+28.3% over 3Y |
| 20. Insigneo Advisory Services, LLC CRD 282589 · Limited Liability Company | MIAMI, FL | $5.2B Jun 2026 | +$1.6B+42.9% | +$3.2B+166.3% | +$3.7B+248.4% | +$5.1B+12602.4% | +71 employees+46.7% over 3Y | +2,444 accounts+91.8% over 3Y |
| 21. Corient Ia LP CRD 326262 · Limited Partnership | MIAMI, FL | $5.1B Jul 2026 | +$1.4B+39.0% | +$4.4B+626.5% | — | +$4.4B+626.5% | +99 employees+9900.0% over 3Y | +169 accounts+938.9% over 3Y |
| 22. Kinetic Partners Management, LP CRD 318097 · Limited Partnership | MIAMI, FL | $4.7B Mar 2026 | +$2.4B+104.7% | +$3.5B+287.5% | — | — | +3 employees+25.0% over 3Y | +5 accounts+100.0% over 3Y |
| 23. Valley Forge Capital Management CRD 162953 · Limited Partnership | MIAMI, FL | $4.4B Mar 2026 | -$149.3M-3.2% | +$1.8B+70.4% | +$3.3B+291.2% | +$4.2B+2048.3% | +2 employees+28.6% over 3Y | +2 accounts+100.0% over 3Y |
| 24. Redwheel CRD 166517 · Limited Liability Company | MIAMI, FL | $4.4B Mar 2026 | -$101.5M-2.3% | -$2.9B-39.7% | -$6.1B-58.1% | +$4.2B+2353.8% | +2 employees+10.0% over 3Y | +1 accounts+11.1% over 3Y |
| 25. Finaccess Global Wealth & Asset Management, LLC CRD 150697 · Limited Liability Company | MIAMI, FL | $4.1B Aug 2026 | +$92.2M+2.3% | -$26.1M-0.6% | -$477.7M-10.4% | +$2.3B+132.5% | +1 employees+8.3% over 3Y | -11 accounts-6.4% 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.