Asset management in Florida reflects a dynamic sector where firms manage investments on behalf of clients, ranging from individual wealth to vast institutional portfolios. These companies offer tailored strategies in equities, fixed income, and alternative investments, focusing on both growth and risk management. The industry is increasingly embracing technology for improved efficiency and transparency. As sustainable investing grows, many firms are integrating Environmental, Social, and Governance (ESG) factors into their decisions, catering to the shifting priorities of investors. With robust competition and increasing demand for expertise, this industry is poised for ongoing evolution.


The list features 20 asset management firms primarily located in Florida, representing various sizes from small boutiques to larger established institutions. Founded as early as 1992, these companies range in size and specialization, covering wealth management, investment strategies, and financial advisory. Many have a strong focus on client-centric services, aiding both high-net-worth individuals and larger institutions. Notable examples include Citadel and GQG Partners, showcasing the breadth of talent within this vibrant state.


Continue reading to explore the top asset management companies in Florida.


Top 20 Asset Management Companies in Florida


1. FDI - Gerenciadora de Patrimonios


FDI - Gerenciadora de Patrimonios, also known as FDI Wealth Management, is a Miami-based financial advisory and asset management firm founded in 1998. The company operates with a team of 24 professionals, primarily serving clients from Argentina, Uruguay, and the United States. FDI specializes in a range of services including financial asset management, multi-family office solutions, and fiduciary services. Their approach emphasizes wealth protection and investment optimization, catering to the needs of individuals, families, and institutional investors. FDI is registered as an investment advisor in the U.S. and is regulated by the Securities and Exchange Commission (SEC). This regulatory oversight ensures that they adhere to industry standards and best practices. The firm prides itself on a fee-only model, meaning their income is derived solely from client fees, which helps to eliminate potential conflicts of interest. FDI's commitment to transparency and client-centric service positions them as a notable player in the asset management sector.


2. Eagle Asset Management

  • Website: eagleasset.com
  • Ownership type: Private
  • Headquarters: St. Petersburg, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1976
  • Headcount: 51-200
  • LinkedIn: eagle-asset-management

Eagle Asset Management, based in St. Petersburg, Florida, is an investment management firm that has been serving institutional investors since its inception in 1976. The company specializes in a variety of investment strategies, including equity, fixed income, and multi-asset-class solutions. With a team of portfolio managers averaging 25 years of investment experience, Eagle emphasizes a long-term investment approach supported by independent research teams dedicated to specific strategies. Their focus on idea generation and risk-adjusted returns positions them well to meet the needs of sophisticated clients. As a registered investment adviser with the U.S. Securities and Exchange Commission, Eagle Asset Management operates with a commitment to transparency and accountability in managing client assets. They are an affiliate of Raymond James Investment Management, which enhances their operational capabilities and market reach.


3. Raymond James Investment Management

  • Website: rjinvestmentmanagement.com
  • Ownership type: Private
  • Headquarters: St. Petersburg, Florida, United States (USA)
  • Employee distribution: United States (USA) 92%, United Kingdom (UK) 5%, Puerto Rico 2%
  • Founded year: 2016
  • Headcount: 201-500
  • LinkedIn: carillontower

Raymond James Investment Management, based in St. Petersburg, Florida, is an investment management firm that offers a variety of financial services. Established in 2016, the company focuses on mutual fund strategies and retirement solutions, serving both individual and institutional investors. With a team of approximately 170 employees, they emphasize tailored investment management expertise to help clients achieve their long-term financial objectives. The firm operates through a multi-boutique structure, which includes several affiliated investment teams such as Chartwell Investment Partners, ClariVest Asset Management, and Eagle Asset Management. This model allows them to provide a wide array of investment options across different asset classes, including equities and fixed income. Raymond James Investment Management is also committed to sustainable investing, offering strategies that align with Environmental, Social, and Governance (ESG) principles. Their approach combines the agility of individual investment teams with the stability of a full-service firm, aiming to deliver strong performance and client satisfaction.


4. 3EDGE Asset Management

  • Website: 3edgeam.com
  • Ownership type: Private
  • Headquarters: Naples, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2016
  • Headcount: 11-50
  • LinkedIn: 3edge-asset-management-lp

3EDGE Asset Management, based in Naples, Florida, is an investment management firm that specializes in multi-asset investment solutions. Established in 2016, the firm aims to help clients preserve and grow their capital through strategies that manage portfolio risk and adapt to changing market conditions. 3EDGE serves a variety of clients, including individuals, families, financial advisors, and institutional investors, providing tailored solutions that address their unique financial goals. The firm has gained recognition for its innovative approach, being selected for the Financial Times 300 Top Registered Investment Advisors list in 2020, which underscores its commitment to delivering quality investment management services. With a team of experienced professionals, 3EDGE focuses on tactical diversification to generate consistent, long-term returns while mitigating downside risks.


5. Creand Wealth Management (Beta Capital)

  • Website: creand.us
  • Ownership type: Corporate
  • Headquarters: Miami, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: August 2021
  • Founded year: 1995
  • Headcount: 11-50
  • LinkedIn: creandwmus

Creand Wealth Management (Beta Capital) is a Miami-based wealth management firm founded in 1995. The company specializes in providing personalized financial services and investment advisory to both private and institutional investors. With a focus on helping clients manage, protect, and grow their wealth, Creand employs tailored investment strategies and comprehensive asset management solutions. The firm operates under a self-clearing license, which it obtained in 2018, allowing for efficient asset custody and transaction settlement. Creand is regulated by key financial authorities, including FINRA and the SEC, ensuring compliance and trustworthiness in its operations. The firm is part of the larger Creand Group, which has a significant presence in the financial sector, further enhancing its credibility and resource access. Creand Wealth Management is committed to understanding the unique financial objectives of its clients, offering services that range from single family office management to institutional investment advisory, thereby addressing a wide spectrum of financial needs.


6. Invex

  • Website: invex.us
  • Ownership type: Private
  • Headquarters: Coral Gables, Florida, United States (USA)
  • Employee distribution: Mexico 81%, United States (USA) 19%
  • Founded year: 1992
  • Headcount: 11-50
  • LinkedIn: invex-us

Invex LLC, based in Coral Gables, Florida, is a private financial services firm founded in 1992. The company specializes in investment management and brokerage services, offering tailored investment portfolios and managed accounts to both institutional and private clients. With a strong emphasis on achieving clients' financial objectives, Invex provides strategic investment recommendations and access to capital markets. Their services include a range of products such as offshore funds focused on emerging market debt, managed accounts, and comprehensive advisory mandates. The firm operates with a multi-cultural team experienced in financial markets, particularly in emerging markets, which enhances their understanding of the socio-economic factors affecting investments. Invex is a FINRA registered broker-dealer and has established a solid reputation in the industry, managing approximately USD $6.5 billion in assets. Their custodian agent, Pershing LLC, is recognized as a major provider of clearing and settlement solutions, further solidifying Invex's operational capabilities.


7. VectorGlobal WMG


VectorGlobal WMG is a private wealth management firm based in Miami, Florida, founded in 1993. With a dedicated team of approximately 132 employees, the firm specializes in offering personalized financial services and investment strategies tailored to the needs of individual investors, families, businesses, and institutional clients. Over the years, VectorGlobal WMG has built a robust portfolio of services that includes wealth management, brokerage services, and access to a wide array of financial markets. The firm manages over $5 billion in assets and has established a global presence with offices in key locations such as New York and Houston, as well as partnerships in Colombia, Chile, Ecuador, Peru, Canada, Venezuela, Brazil, and Uruguay. Their investment philosophy emphasizes understanding client needs, risk tolerance, and the importance of education in financial decision-making. This approach, combined with their open architecture model, allows them to provide clients with access to a broad spectrum of investment products and strategies.


8. Carillon Tower Advisers

  • Website: carillontower.com
  • Ownership type: Private
  • Headquarters: St. Petersburg, Florida, United States (USA)
  • Founded year: 2016
  • Headcount: 201-500
  • LinkedIn: carillontower

Carillon Tower Advisers, based in St. Petersburg, Florida, is an investment management firm that specializes in providing a variety of asset management services to both institutional and retail clients. Established in 2016, the firm operates as a part of Raymond James Investment Management, leveraging the resources and reputation of its parent company. Carillon Tower Advisers emphasizes active management, aiming to deliver customized investment solutions and portfolio management strategies that help clients meet their financial goals. The firm is home to several boutique investment teams, each with its own investment philosophy, allowing for a range of strategies across different asset classes. Their commitment to sustainable investing further highlights their adaptability to evolving market demands. With a focus on generating long-term value, Carillon Tower Advisers is positioned to navigate market challenges effectively and provide meaningful insights to its clients.


9. StateTrust

  • Website: statetrust.com
  • Ownership type: Private
  • Headquarters: Boca Raton, Florida, United States (USA)
  • Employee distribution: United States (USA) 62%, Peru 16%, Venezuela 7%, Other 15%
  • Founded year: 2000
  • Headcount: 11-50
  • LinkedIn: statetrust

StateTrust is a private wealth management firm based in Boca Raton, Florida, founded in 2000. The company specializes in providing a wide range of financial services tailored to high net worth individuals, families, and organizations. Their offerings include investment planning, estate planning, private banking, and advisory services. StateTrust operates through two main entities: StateTrust Investments, a broker-dealer firm, and StateTrust Capital, a registered investment advisory firm. This structure enables them to deliver comprehensive financial solutions that address the unique needs of their clients. With a global presence, StateTrust serves clients in various regions, including the United States, Peru, Venezuela, and the Dominican Republic, among others. Their approach emphasizes personalized service and sophisticated financial planning, aiming to preserve and grow client wealth over time.


10. Titan Investors

  • Website: titaninvestors-llc.com
  • Ownership type: Private
  • Headquarters: Miami, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2020
  • Headcount: 11-50
  • LinkedIn: titan-investors

Titan Investors LLC, based in Miami, Florida, is an investment management firm that specializes in bridging the gap between asset allocators and investment managers. Founded in 2020, the firm emerged in response to the challenges posed by the COVID-19 pandemic, aiming to reinvent the traditional conference model. They focus on hosting personalized, curated networking and educational events that emphasize direct interaction over technology-driven solutions. Their expertise spans various investment vehicles, including ETFs, credit, real estate, fixed income, hedge funds, and mutual funds. Titan Investors actively engages with registered investment advisors (RIAs), family offices, and institutional investors, facilitating discussions that aim to generate returns and mitigate risks for clients. With a team of professionals experienced in investment relations and event management, Titan Investors is carving out a niche in the asset management sector, although their relatively recent establishment may limit their recognition in broader industry rankings.


11. GenTrust

  • Website: gentrustwm.com
  • Ownership type: Private
  • Headquarters: Miami, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: July 2022
  • Founded year: 2011
  • Headcount: 11-50
  • LinkedIn: gentrust-llc

GenTrust is an investment advisory firm based in Miami, Florida, founded in 2011. The company focuses on providing tailored wealth management and asset management services specifically designed for ultra-high-net-worth individuals, families, and institutions. With a team that boasts over 150 years of combined institutional investment experience, GenTrust aims to address the complex financial needs of its clients through customized solutions. They emphasize a fiduciary standard, ensuring that their clients' best interests are always prioritized. GenTrust has developed a comprehensive toolkit that includes family office services, bespoke investment strategies, and a commitment to tax-efficient investing. As of mid-2024, the firm manages over $4 billion in assets, reflecting its growth and the trust placed in it by clients. Their insights and perspectives on market trends are regularly shared, showcasing their active engagement in the financial community.


12. Citadel

  • Website: citadel.com
  • Ownership type: Venture Capital
  • Headquarters: Miami, Florida, United States (USA)
  • Employee distribution: United States (USA) 73%, United Kingdom (UK) 20%, Hong Kong S.A.R 5%, Other 3%
  • Latest funding: Seed, $40,000, April 2012
  • Founded year: 1990
  • Headcount: 1001-5000
  • LinkedIn: citadel-llc

Citadel LLC, based in Miami, Florida, is an investment management firm that specializes in hedge fund services. Established in 1990 by CEO Ken Griffin, Citadel has grown to manage approximately $64 billion in investment capital as of September 2024. The firm operates globally, employing over 4,800 professionals across various financial markets, with a significant presence in the United States, the United Kingdom, and Hong Kong. Citadel offers a range of investment strategies, including equities, credit management, and commodities, catering to both public and private institutions. The firm is recognized for its rigorous research and market insights, which underpin its investment decisions. Citadel's commitment to innovation is evident in its investment in technology and quantitative research, enabling it to identify and capitalize on market opportunities effectively. The firm has also expanded its investment team and strategies significantly in recent years, reflecting its ambition to remain at the forefront of the asset management industry.


13. GQG Partners

  • Website: gqg.com
  • Ownership type: Private
  • Headquarters: Fort Lauderdale, Florida, United States (USA)
  • Employee distribution: United States (USA) 82%, Australia 7%, United Kingdom (UK) 6%, Other 4%
  • Founded year: 2016
  • Headcount: 201-500
  • LinkedIn: gqgpartners

GQG Partners is an investment management firm based in Fort Lauderdale, Florida, specializing in global and emerging market equity portfolios. Founded in 2016, the firm has quickly established itself as a significant player in the asset management industry, managing over $150 billion in assets for a range of clients, including institutional investors, financial intermediaries, and retail individuals. GQG operates with a strong emphasis on client alignment, ensuring that their interests are closely tied to those of their clients. The firm’s investment approach, known as 'Forward-Looking Quality,' focuses on identifying companies with the potential for durable earnings growth over the next five years. This strategy reflects a commitment to thorough research and a deep understanding of market dynamics. GQG's team is composed of experienced professionals from various backgrounds, enhancing their investment decision-making process. The firm is also notable for its employee ownership structure, which fosters a culture of accountability and shared success.


14. DSM Capital Partners

  • Website: dsmcapital.com
  • Ownership type: Private
  • Headquarters: Palm Beach Gardens, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2001
  • Headcount: 11-50
  • LinkedIn: dsm-capital-partners-llc

DSM Capital Partners, founded in 2001 and based in Palm Beach Gardens, Florida, is an investment management firm that specializes in growth stock portfolios. The firm manages over $6 billion in assets for a variety of clients, including pension plans, foundations, endowments, and individual investors. DSM Capital employs a disciplined investment strategy that focuses on identifying quality companies with strong growth potential. Their investment approach is characterized by a rigorous security analysis and a consistent valuation discipline, which aims to deliver attractive risk-adjusted returns. The firm is entirely employee-owned, fostering a culture of accountability and alignment with client interests. DSM Capital also integrates environmental, social, and governance (ESG) considerations into their investment process, reflecting a commitment to responsible investing. Their strategies include US Large Cap Growth, Global Growth, and Dividend Growth, among others, catering to a wide range of investment needs.


15. Bulltick

  • Website: bulltick.com
  • Ownership type: Private
  • Headquarters: Miami, Florida, United States (USA)
  • Employee distribution: United States (USA) 93%, Argentina 3%, Colombia 3%
  • Founded year: 1999
  • Headcount: 51-200
  • LinkedIn: bulltick-capital-markets

Bulltick is a private financial services firm based in Miami, Florida, founded in 1999. The company operates with a workforce of approximately 89 employees, primarily located in the United States, with a small presence in Argentina and Colombia. Bulltick specializes in capital markets, investment management, and wealth management, offering a comprehensive suite of services that includes institutional sales and trading, wealth and asset management, and alternative investments. They cater to a wide range of clients, from pension funds and banks to high net worth individuals and family offices. Their approach emphasizes personalized service, leveraging technology to enhance client experiences, and a commitment to understanding the unique needs of each client. Bulltick is also a U.S. SEC registered Broker-Dealer and a member of FINRA, NFA, and SIPC, which underscores their regulatory compliance and credibility in the financial industry.


16. Cronox Capital

  • Website: cronoxcapital.com
  • Ownership type: Private
  • Headquarters: St. Petersburg, Florida, United States (USA)
  • Employee distribution: Peru 62%, Colombia 24%, Uruguay 14%
  • Founded year: 2021
  • Headcount: 11-50
  • LinkedIn: cronoxcapital

Cronox Capital is an investment management firm based in St. Petersburg, Florida, specializing in tailored financial solutions for both individual and institutional investors. Founded in 2021, the firm has quickly positioned itself in the market by offering a variety of investment products, such as 'Inversión Plus' and 'Bond Liquid'. These products are designed to help clients effectively grow and manage their assets. With operations extending to the United States, British Virgin Islands, and Peru, Cronox Capital aims to provide professional investment advice and portfolio management services. The firm emphasizes capital protection and aims to connect investors with high-quality financial instruments. Despite its recent inception, Cronox Capital is actively involved in the investment community, focusing on education and transparency in financial dealings.


17. Finaccess Advisors LLC

  • Website: grupofinaccess.com
  • Ownership type: Private
  • Headquarters: Miami, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2009
  • Headcount: 11-50
  • LinkedIn: finaccess-advisors-llc

Finaccess Advisors LLC, founded in 2009 and located in Miami, Florida, is an investment management firm that specializes in providing a variety of financial services. The firm focuses on investment fund management, financial advisory, and capital investments, catering to both individual and business clients. Their approach is centered on creating tailored solutions that help clients manage their investments effectively and achieve financial growth. Finaccess Advisors is registered with the Securities and Exchange Commission (SEC), ensuring compliance with regulatory standards. The firm operates with a commitment to ethical practices and has established a reputation for personalized service, which is crucial in the competitive landscape of asset management. With a dedicated team of professionals, Finaccess Advisors continues to play an active role in the investment management industry, striving to enhance the wealth of their clients through strategic investment advice and management.


18. Lighthouse Investment Partners, LLC

  • Website: lighthousepartners.com
  • Ownership type: Private Equity
  • Headquarters: Palm Beach Gardens, Florida, United States (USA)
  • Employee distribution: United States (USA) 83%, United Kingdom (UK) 9%, Hong Kong S.A.R 6%, Other 3%
  • Latest funding: January 2025
  • Founded year: 1999
  • Headcount: 501-1000
  • LinkedIn: lighthouse-investment-partners-llc

Lighthouse Investment Partners, LLC is an investment management firm based in Palm Beach Gardens, Florida, specializing in alternative asset management. Established in 1999, the firm has built a reputation for providing innovative investment strategies and managed account services tailored to the needs of institutional investors. With total assets under management amounting to approximately $15.8 billion, Lighthouse focuses on delivering competitive risk-adjusted returns while enhancing the overall investor experience. The firm employs a collaborative and transparent approach, which has been instrumental in attracting top talent and fostering a culture of exceptional client service. Lighthouse operates globally, with a significant presence in the United States, the United Kingdom, and Hong Kong, and has developed a range of investment platforms, including North Rock, Mission Crest, Pier61, and Penglai Peak, each targeting specific market opportunities. Their commitment to continuous improvement and innovation in investment strategies positions them as a noteworthy player in the asset management industry.


19. GFG Capital, LLC

  • Website: gfgcapital.com
  • Ownership type: Private
  • Headquarters: Miami, Florida, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2003
  • Headcount: 11-50
  • LinkedIn: gfg-capital-llc

GFG Capital, LLC is an investment advisory and wealth management firm located in Miami, Florida. Established in 2003, the company specializes in providing comprehensive wealth management services tailored to the unique needs of families and individuals. GFG Capital focuses on holistic wealth management, which includes portfolio analytics and family office administration. The firm prides itself on understanding the specific financial goals of its clients, allowing them to create customized investment strategies that aim to effectively manage and grow wealth. With a team of professionals who hold advanced degrees, GFG Capital emphasizes evidence-driven decision-making and cost efficiency in their investment approach. Their services are designed to help families gain control over their wealth, ensuring that their financial legacies are preserved and enhanced over time.


20. Suncoast Prosperity Advisors


Suncoast Prosperity Advisors, based in Tampa, Florida, is an investment management firm that has been operational since 1997. The company specializes in personalized wealth management and investment strategies, catering to individuals, families, and institutions. With a team of experienced professionals, Suncoast focuses on long-term asset growth and protection, employing a disciplined investment approach. Their proprietary investment system, known as the Suncoast Equity Management Disciplined Investment System (SEM-DIS), is designed to minimize risk while maximizing returns. The firm prides itself on building strong, lasting relationships with clients, ensuring that their unique financial goals are met through tailored investment solutions. Suncoast's commitment to transparency and regular communication further enhances their client service, making them a trusted partner in wealth management.



Asset Management Insights: Key Companies in Florida


CompanyHeadquarterSizeFoundedOwnership
FDI - Gerenciadora de PatrimoniosMiami, Florida, United States (USA)11-501998Private
Eagle Asset ManagementSt. Petersburg, Florida, United States (USA)51-2001976Private
Raymond James Investment ManagementSt. Petersburg, Florida, United States (USA)201-5002016Private
3EDGE Asset ManagementNaples, Florida, United States (USA)11-502016Private
Creand Wealth Management (Beta Capital)Miami, Florida, United States (USA)11-501995Corporate
InvexCoral Gables, Florida, United States (USA)11-501992Private
VectorGlobal WMGMiami, Florida, United States (USA)51-2001993Private
Carillon Tower AdvisersSt. Petersburg, Florida, United States (USA)201-5002016Private
StateTrustBoca Raton, Florida, United States (USA)11-502000Private
Titan InvestorsMiami, Florida, United States (USA)11-502020Private
GenTrustMiami, Florida, United States (USA)11-502011Private
CitadelMiami, Florida, United States (USA)1001-50001990Venture Capital
GQG PartnersFort Lauderdale, Florida, United States (USA)201-5002016Private
DSM Capital PartnersPalm Beach Gardens, Florida, United States (USA)11-502001Private
BulltickMiami, Florida, United States (USA)51-2001999Private
Cronox CapitalSt. Petersburg, Florida, United States (USA)11-502021Private
Finaccess Advisors LLCMiami, Florida, United States (USA)11-502009Private
Lighthouse Investment Partners, LLCPalm Beach Gardens, Florida, United States (USA)501-10001999Private Equity
GFG Capital, LLCMiami, Florida, United States (USA)11-502003Private
Suncoast Prosperity AdvisorsTampa, Florida, United States (USA)11-501997Private


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