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 195 matching firms with $1.1T in total reported AUM and median AUM of $474.5M.
Firms
195
Matching current profiles
Total AUM
$1.1T
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
| 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 May 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. 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 |
| 3. 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 |
| 4. 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 |
| 5. 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 |
| 6. Sanctuary Advisors, LLC CRD 226606 · Limited Liability Company | MIAMI, FL | $34.9B May 2026 | +$7.2B+25.9% | +$18.7B+115.0% | +$28.3B+431.0% | +$34.4B+6868.0% | +208 employees+38.9% over 3Y | +23,684 accounts+60.8% over 3Y |
| 7. Rialto Capital Management, LLC CRD 159998 · Limited Liability Company | MIAMI, FL | $21.7B Apr 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. Insigneo Advisory Services, LLC CRD 282589 · Limited Liability Company | MIAMI, FL | $5.2B Mar 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 |
| 17. Corient Ia LLC CRD 326262 · Limited Liability Company | MIAMI, FL | $5.1B Mar 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 |
| 18. 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 |
| 19. 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 |
| 20. 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 |
| 21. 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 |
| 22. 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 |
| 23. Valor Advisors LLC CRD 171358 · Limited Liability Company | MIAMI, FL | $4.0B Mar 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 |
| 24. Shaolin Capital Management LLC CRD 300095 · Limited Liability Company | MIAMI, FL | $3.9B Mar 2026 | -$471.6M-10.8% | -$636.1M-14.0% | +$2.9B+283.6% | +$3.7B+2027.5% | -1 employees-6.7% over 3Y | -1 accounts-16.7% over 3Y |
| 25. Defiance ETFS, LLC CRD 294410 · Limited Liability Company | MIAMI, FL | $3.9B May 2026 | +$2.4B+167.6% | +$3.0B+336.5% | +$2.6B+197.2% | — | +1 employees+16.7% over 3Y | -1 accounts-20.0% 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.