Rialytix insights

Top RIA Firms in Miami, Florida

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Miami, Florida. This hub covers 205 matching firms with $1.3T in total reported AUM and median AUM of $474.5M.

Firms

205

Matching current profiles

Total AUM

$1.3T

Reported regulatory AUM

Median AUM

$474.5M

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

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount 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
Jul 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
Jun 2026
+$7.2B+25.9%+$18.7B+115.0%+$28.3B+431.0%+$34.4B+6868.0%+234 employees+43.7% over 3Y+23,684 accounts+60.8% over 3Y
8. Alpha Wave Global, LP
CRD 160894 · Limited Partnership
MIAMI, FL$26.7B
Jul 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. 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
10. 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
11. 1823 Partners (us) LLC
CRD 333927 · Limited Liability Company
MIAMI, FL$18.5B
Mar 2026
+$17.5B+1753.2%+$17.5B+1753.2%+41 employees+372.7% over 1Y+4 accounts+400.0% over 1Y
12. 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
13. 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
14. 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
15. 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 3Y0 accounts+0.0% over 3Y
16. 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
17. 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
18. 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
19. 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
20. Aliya Capital Partners LLC
CRD 305988 · Limited Liability Company
MIAMI, FL$5.1B
May 2026
+$3.1B+157.7%+$4.2B+447.4%+$4.6B+998.1%+$4.6B+998.1%+1 employees+5.9% over 3Y+87 accounts+87.0% over 3Y
21. 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
22. 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
23. 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
24. Finaccess Advisors, LLC
CRD 150697 · Limited Liability Company
MIAMI, FL$4.1B
Mar 2026
+$92.2M+2.3%-$332.6M-7.5%-$597.9M-12.7%+$2.3B+132.5%-1 employees-7.1% over 3Y-31 accounts-16.2% over 3Y
25. Valor Advisors LLC
CRD 171358 · Limited Liability Company
MIAMI, FL$4.0B
Jun 2026
+$882.3M+28.2%+$1.3B+50.5%+$1.7B+72.0%0 employees+0.0% over 3Y+10 accounts+16.9% 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.