Sample: SEC-registered investment advisers in FL
110 registered advisers in FL with a business email on their own website. Below are 10 real rows; the free 25-row CSV has more. Source: SEC Form ADV data (sec.gov), US government work in the public domain. Keencrest is not affiliated with or endorsed by the SEC.
| Firm | City | State | AUM | Staff | Website | |
|---|---|---|---|---|---|---|
| NEW WAVE LOANS RESIDENTIAL, LLC | NORTH MIAMI BEACH | FL | $787M | 16 | https://newwaveloans.com/ | info@newwaveloans.com |
| THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | FL | $27.3B | 50 | https://www.baldwin.com | info@baldwin.com |
| POWER SUSTAINABLE MANAGER US, INC. | MIAMI | FL | $1.1B | 31 | https://powersustainable.com | info@powersustainable.com |
| AROSA CAPITAL MANAGEMENT LP | MIAMI BEACH | FL | $857M | 12 | HTTP://WWW.AROSACAPITAL.COM | inquiry@arosacapital.com |
| NOBLE FAMILY WEALTH | CLEARWATER | FL | $527M | 9 | http://noblefamilywealth.com/ | info@noblefamilywealth.com |
| FIDELIS CAPITAL | TAMPA | FL | $2.3B | 22 | http://www.fideliscapital.com/ | info@fideliscapital.com |
| BLUE SEA CAPITAL LLC | WEST PALM BEACH | FL | $1.7B | 24 | HTTP://WWW.BLUESEACAPITAL.COM | info@blueseacapital.com |
| ICV PARTNERS, LLC | MIAMI | FL | $694M | 13 | HTTP://WWW.ICVPARTNERS.COM | info@icvpartners.com |
| HERITAGE INVESTMENT GROUP, INC. | POMPANO BEACH | FL | $2.2B | 21 | HTTPS://WWW.HERITAGEINVESTMENT.COM | info@heritageinvestment.com |
| NEWFOUND RESEARCH LLC | ST. PETERSBURG | FL | $1.1B | 5 | HTTPS://BLOG.THINKNEWFOUND.COM | info@thinknewfound.com |
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