NewRiaPulse: records in Florida
113 newRiaPulse: records in Florida are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-10-01; the most frequent is Kare Manager Holdings, L.P. with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
113 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-10-01. Most frequent: Kare Manager Holdings, L.P. (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Kare Manager Holdings, L.P. (1)
- Nextreg Advisors LLC (1)
- Fortuna Private Wealth Management Corp. (1)
- Opima Capital Management, LLC (1)
- Traver Financial Consulting Network Pa (1)
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What are the top newRiaPulse: records in Florida right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Kare Manager Holdings, L.P. | $19,822,120,793 | 29 | Boca Raton |
| Nextreg Advisors LLC | Miami | ||
| Fortuna Private Wealth Management Corp. | Miami | ||
| Opima Capital Management, LLC | Ocoee | ||
| Traver Financial Consulting Network Pa | $121,726,751 | 54 | Lakewood Ranch |
| Boardwalk Investment Group LP | Miami | ||
| Aligned Wealth Advisors, LLC | Miami | ||
| Dan Thornsberry Capital Advisors, LLC | Belleair Beach | ||
| Mfo Healthcare Partners | Boca Raton | ||
| Ark Capital Investments LLC | St Petersburg | ||
| Florida Atlantic Securities Corp. | $590,035,263 | 74 | Miami |
| Securitize Capital LLC | $530,192,153 | 7 | Miami |
| Evertern Wealth, LLC | $1,564,247,778 | 1153 | Naples |
| Bicycle Capital | $518,475,206 | 1 | Coconut Grove |
| Trillium Wealth LLC | $544,636,725 | 1708 | Winter Park |
| Sirenia Capital Management LP | 🔒 Unlock all 113 records → | ||
| Hobe Mountain Capital Management LLC | 🔒 Unlock all 113 records → | ||
| Cip Pe Advisors, LLC | 🔒 Unlock all 113 records → | ||
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Browse by registration status
Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in Florida are listed?
113 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-10-01.
Can I get alerts for Florida?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records