Top 20 RIAs in Miami and South Florida by AUM in 2026

South Florida has become one of the fastest growing wealth management markets in the country, as high net worth families and their advisors continue relocating from the Northeast and California. Miami-Dade, Broward and Palm Beach counties now host everything from multibillion dollar multi-family offices to boutique, founder-led practices built around a handful of ultra-high-net-worth relationships. For a broader look at how another major wealth hub stacks up, AdvizorPro's Top RIAs in Boston 2026 ranking is a useful point of comparison.

We ranked firms using AdvizorPro's dataset of SEC-registered investment advisers headquartered across the Miami-Dade, Broward and Palm Beach tri-county area, sorted by total assets under management. All key insights are based on data as of September 2026.

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1. Corient | $165.3B

Corient is a fee-only wealth management and family office firm headquartered on Brickell Avenue in Miami, formed from the consolidation of dozens of independent RIAs under a single national brand. The firm works with ultra-high-net-worth families, business owners, entrepreneurs, physicians and athletes across 175 branch offices nationwide.

Key Insights

• AUM grew roughly 15 percent over the past year, reaching $165.3B as of August 2026
• 93.81 percent of assets, or $155.0B, are held for high-net-worth clients across 19,571 accounts
• Serves 27,092 advisory clients through 655 reps and 1,537 employees
• Average account size of $1.45M, custodied primarily through Charles Schwab ($83.0B) and Fidelity ($38.5B)
• Offers wealth planning, estate planning, tax planning, business succession and access to alternative investments including private equity and hedge funds

2. WE Family Offices | $17.8B

WE Family Offices is a Coral Gables based multi-family office serving a small, concentrated roster of ultra-high-net-worth families, with a second office in New York.

Key Insights

• AUM increased 16 percent year over year to $17.8B
• 100 percent of assets are classified high-net-worth across just 112 clients, for an average account size of $158.5M
• 27 reps and 65 employees operate across 4 branch offices
• 60 percent of clients are based outside the United States, reflecting a significant international family-office practice
• Core services include estate planning, tax planning, legacy planning and wealth planning

3. CV Advisors LLC | $15.1B

CV Advisors is an Aventura based multi-family office serving retail and institutional clients with portfolio management, asset allocation and risk management.

Key Insights

• AUM grew 17 percent to $15.1B across 5,953 total accounts
• 86.95 percent of assets, or $13.1B, are held for high-net-worth clients
• 5 reps and 82 employees serve 159 advisory clients from 2 branch offices
• Custodied primarily through JP Morgan ($4.9B) and Morgan Stanley ($2.9B)
• 54 percent non-US clients, with services spanning cryptocurrency, private equity and real estate access for entrepreneurs

4. Gentrust | $5.2B

Gentrust is a Miami based, SEC-registered independent multi-family office serving a select group of ultra-high-net-worth individuals and families.

Key Insights

• AUM rose 17 percent to $5.2B
• 96.06 percent of assets, or $5.0B, are held for high-net-worth clients across 237 accounts
• 23 reps and 40 employees operate across 9 branch offices
• Custodied through Fidelity ($2.6B) and JP Morgan ($1.3B)
• Serves business owners, entrepreneurs and athletes with wealth planning, tax planning and access to alternative investments

5. Provenance Wealth Advisors | $3.6B

Provenance Wealth Advisors is a Fort Lauderdale based RIA serving high and ultra-high-net-worth families, business owners and retirees. Note that AdvizorPro's most recent ADV filing snapshot for this firm shows total AUM of roughly $4.4B, slightly above the $3.6B figure used for this ranking, so readers comparing figures directly with the firm's own site or filings may see a modest variance.

Key Insights

• 52.68 percent of assets are held for high-net-worth clients and 32.27 percent for retirement plans, a diversified book across 3,191 advisory clients
• 20 reps and 52 employees operate across 4 branch offices
• Custodied through Raymond James ($2.0B) and Empower ($314M)
• Offers a broad service set spanning 529 plans, business succession planning, estate planning and retirement plans

6. Evensky & Katz/Foldes Wealth Management | $3.2B

Evensky & Katz/Foldes Wealth Management is a Coral Gables based, independent fee-only RIA providing fiduciary wealth management, financial planning and investment portfolio construction.

Key Insights

• AUM grew 2 percent to $3.2B, with total accounts rising to 5,801 from 5,522 a year earlier
• 90.35 percent of assets, or $2.9B, are held for high-net-worth clients across 1,188 advisory clients
• 22 reps and 44 employees operate across 2 branch offices
• Custodied almost entirely through Charles Schwab ($3.1B)
• Fee-only fiduciary firm offering financial planning, estate planning and tax planning

7. Slatestone Wealth LLC | $1.8B

Slatestone Wealth is a Jupiter based RIA serving business owners and entrepreneurs across 5 branch offices.

Key Insights

• AUM grew 7 percent to $1.8B across 1,580 accounts
• 78.18 percent of assets, or $1.4B, are held for high-net-worth clients
• 17 reps and 28 employees, custodied through Charles Schwab ($1.4B) and Fidelity ($207M)
• Offers access to alternative investments including hedge funds, private equity, venture capital and private placements
• Services include estate planning, financial planning and tax planning

8. Tobias Financial Advisors | $1.2B

Tobias Financial Advisors is a Plantation based fiduciary wealth management firm providing comprehensive financial planning with integrated tax, estate and legacy planning.

Key Insights

• AUM grew 33 percent to $1.2B, among the fastest growth rates in this ranking
• 85 percent of assets, or $1.0B, are held for high-net-worth clients across 387 advisory clients
• 8 reps and 26 employees, custodied through Charles Schwab ($1.0B)
• Offers college planning, divorce planning, charitable giving and business succession alongside core wealth management
• Founded in 1989, one of the tri-county's longer-tenured independent RIAs

9. Dock Street Asset Management Inc | $1.1B

Dock Street Asset Management is a Palm Beach based, fee-only fiduciary RIA providing investment management for personal and trust accounts.

Key Insights

• AUM grew 23 percent to $1.1B
• 76.45 percent of assets, or $849M, are held for high-net-worth clients, with another 21.26 percent for individual clients
• 4 reps and 6 employees operate across 3 branch offices
• Custodied entirely through Charles Schwab ($1.0B)
• Offers digital asset custodial access through Gemini Trust alongside traditional estate and investment planning

10. MG&A Wealth | $1.0B

MG&A Wealth is a Plantation based independent wealth management firm serving business owners and entrepreneurs.

Key Insights

• AUM grew 27 percent to $1.0B across 1,924 accounts
• 81.9 percent of assets, or $834M, are held for high-net-worth clients
• 9 reps and 15 employees, custodied primarily through Fidelity ($994M)
• Offers estate planning, tax planning and legacy planning
• 657 advisory clients served firm-wide

11. Omnia Family Wealth, LLC | $994.6M

Omnia Family Wealth is an Aventura based multi-family office and investment advisor serving families with long-term, multigenerational wealth management.

Key Insights

• AUM grew 16 percent to $994.6M
• 78.51 percent of assets, or $781M, are held for high-net-worth clients across 164 advisory clients
• 6 reps and 10 employees, custodied through Pershing ($512M)
• Offers business succession, charitable giving and equity compensation planning
• Serves business owners and entrepreneurs alongside multigenerational families

12. Firestone Capital Management Inc | $806.2M

Firestone Capital Management is a South Miami based RIA and one of the tri-county's longest-tenured firms, founded in 1991.

Key Insights

• AUM grew 14 percent to $806.2M across 1,298 accounts
• 88.77 percent of assets, or $716M, are held for high-net-worth clients
• 5 reps and 7 employees, custodied through Charles Schwab ($759M)
• Offers estate planning, retirement plans and tax planning
• 375 advisory clients served firm-wide

13. Dudley & Shanley, Inc. | $746.8M

Dudley & Shanley is a Palm Beach based registered investment adviser serving a concentrated roster of high-net-worth clients.

Key Insights

• AUM grew 5 percent to $746.8M
• 56.66 percent of assets, or $423M, are held for high-net-worth clients, with another 34.97 percent in pooled investment vehicles
• 3 reps and 5 employees operate across 3 branch offices
• Custodied through BNY Mellon ($320M) and JP Morgan ($165M)
• Average account size of $14.6M, among the largest in this ranking, reflecting a highly concentrated ultra-high-net-worth client base

14. Hudson Value Partners, LLC | $678.3M

Hudson Value Partners is a Palm Beach based RIA serving retail and institutional investors with financial and tax planning, estate and insurance coordination, and portfolio construction.

Key Insights

• AUM grew 28 percent to $678.3M, the fastest pace among the ranking's Palm Beach firms
• 94.89 percent of assets, or $644M, are held for high-net-worth clients
• 4 reps and 5 employees operate across 3 branch offices
• Custodied through Pershing ($600M)
• 204 advisory clients served firm-wide

15. Inlet Private Wealth, LLC | $608.1M

Inlet Private Wealth is a Jupiter based RIA serving a concentrated roster of high-net-worth clients.

Key Insights

• AUM grew 10 percent to $608.1M
• 96.23 percent of assets, or $585M, are held for high-net-worth clients across 121 advisory clients
• 3 reps and 5 employees, custodied through Fidelity ($526M)
• Average account size of $3.3M reflects a concentrated, high-touch practice
• Offers business succession, estate planning and retirement plan services

16. Harvey Capital Management Inc | $579.4M

Harvey Capital Management is a Palm Beach based RIA and one of the tri-county's oldest independent advisory firms, founded in 1996.

Key Insights

• AUM grew 11 percent to $579.4M
• 87.96 percent of assets, or $510M, are held for high-net-worth clients across 344 advisory clients
• 3 reps and 5 employees operate across 2 branch offices
• Offers asset management and financial planning services
• Total accounts have remained steady in the low 170s over the past several years, indicating a stable, relationship-driven client base

17. Noctua International WMG, LLC | $474.5M

Noctua International WMG is a Miami based RIA with more than 15 years delivering asset management and independent advice through a multi-family office platform.

Key Insights

• AUM grew 23 percent to $474.5M
• 98.05 percent of assets, or $465M, are held for high-net-worth clients
• 4 reps and 7 employees, custodied through Pershing ($273M)
• 84 percent of clients are based outside the United States, reflecting an internationally focused wealth management practice
• Offers estate planning, financial planning and portfolio construction

18. Core Wealth Management, Inc. | $404.7M

Core Wealth Management is a Jupiter based, fee-only SEC-registered RIA serving individuals and families across Palm Beach, Martin and St. Lucie counties.

Key Insights

• AUM grew 17 percent to $404.7M across 999 accounts
• 79.81 percent of assets, or $323M, are held for high-net-worth clients, with another 16.65 percent for individual clients
• 3 reps and 4 employees, custodied through Charles Schwab ($402M)
• Offers estate planning, financial planning, retirement plans and tax planning
• 291 advisory clients served firm-wide

19. Keating Investment Counselors Inc | $383.1M

Keating Investment Counselors is a Delray Beach based, fee-only investment manager providing personalized portfolio management and financial planning, and one of the tri-county's longest-tenured firms, founded in 1983.

Key Insights

• AUM grew 12 percent to $383.1M
• 64.29 percent of assets, or $246M, are held for high-net-worth clients
• 2 reps and 3 employees serve 157 advisory clients
• Offers asset management, financial planning and insurance services
• Runs its own actively managed ETF alongside individual client portfolios

20. Aventura Private Wealth, LLC | $374.8M

Aventura Private Wealth is one of the tri-county's newest RIAs, founded in 2024 and based in Aventura.

Key Insights

• AUM grew approximately 40 percent since its prior ADV filing, reflecting strong early-stage growth
• 81.44 percent of assets, or $305M, are held for high-net-worth clients across 198 advisory clients
• 4 reps and 5 employees, custodied through Folio Investments ($344M)
• Serves business owners and entrepreneurs with financial planning, retirement plans and portfolio construction
• Offers access to alternative investments including private equity and venture capital

Closing Thoughts

South Florida's RIA landscape reflects the same wave of wealth migration reshaping the region's real estate and business communities. The tri-county area's mix of large multi-family offices, entrepreneurial founder-led practices and firms built around single-family relocations mirrors what AdvizorPro has tracked in other rebuilt metro rankings, including the recently widened Top 20 Independent RIAs in Chicago list. Given how many of the firms above operate as multi-family offices, advisors and allocators tracking this space may also find AdvizorPro's Family Office Event Calendar useful for planning outreach around the region's family office conference circuit.

As more advisors and families continue relocating to Miami, Fort Lauderdale and Palm Beach, this ranking will keep shifting. AdvizorPro will revisit this list as new SEC filings and AUM data come in.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers - combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT - AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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