- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Florida # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 113 newRiaPulse: records in Florida (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=FL) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=FL&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=FL) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 113 Most frequent - 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) ## How do I get new newRiaPulse: records in Florida by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=FL) [Watch this exact filter](/v/newriapulse?state=FL#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 113 records → | | Hobe Mountain Capital Management LLC | Included in the full CSV with every column 🔒 Unlock all 113 records → | | Cip Pe Advisors, LLC | Included in the full CSV with every column 🔒 Unlock all 113 records → | Browse 35 more matching record reports - [Sirenia Capital Management LP](/report/newriapulse/sirenia-capital-management-lp-miami-beach-fl--ria-340192) - [Hobe Mountain Capital Management LLC](/report/newriapulse/hobe-mountain-capital-management-llc-west-palm-beach-fl--ria-338577) - [Cip Pe Advisors, LLC](/report/newriapulse/cip-pe-advisors-llc-west-palm-beach-fl--ria-338119) - [Eve Partners](/report/newriapulse/eve-partners-ponte-vedra-beach-fl--ria-307661) - [American Ventures Im LLC](/report/newriapulse/american-ventures-im-llc-palm-beach-gardens-fl--ria-337677) - [Altura Capital](/report/newriapulse/altura-capital-coral-gables-fl--ria-312348) - [Structure Wealth Management, LLC](/report/newriapulse/structure-wealth-management-llc-tampa-fl--ria-343156) - [Howland And Associates, LLC](/report/newriapulse/howland-and-associates-llc-st-petersburg-fl--ria-106963) - [Cantata Wealth Management, LLC](/report/newriapulse/cantata-wealth-management-llc-coral-gables-fl--ria-332526) - [Balance Capital Partners L.P.](/report/newriapulse/balance-capital-partners-l-p-miami-fl--ria-325617) - [Level Ventures Management LLC](/report/newriapulse/level-ventures-management-llc-sunny-isles-beach-fl--ria-323733) - [Las Olas Venture Capital](/report/newriapulse/las-olas-venture-capital-fort-lauderdale-fl--ria-304233) - [Mara River Capital Management, LP](/report/newriapulse/mara-river-capital-management-lp-coral-gables-fl--ria-304145) - [Palm Peak Capital, LLC](/report/newriapulse/palm-peak-capital-llc-boca-raton-fl--ria-334986) - [Common Cents Wealth Management, LLC](/report/newriapulse/common-cents-wealth-management-llc-pembroke-pines-fl--ria-153074) - [Pinetree Advisors Corp.](/report/newriapulse/pinetree-advisors-corp-miami-fl--ria-299275) - [Third Eye Capital Management, LLC](/report/newriapulse/third-eye-capital-management-llc-miami-beach-fl--ria-287819) - [Advanced Wealth Management](/report/newriapulse/advanced-wealth-management-sarasota-fl--ria-284438) - [Glassbead Capital Management LLC](/report/newriapulse/glassbead-capital-management-llc-miami-beach-fl--ria-298816) - [Maggi Investment Services, LLC](/report/newriapulse/maggi-investment-services-llc-oldmar-fl--ria-156856) - [Sulzberger Capital Advisors, INC.](/report/newriapulse/sulzberger-capital-advisors-inc-miami-fl--ria-174673) - [1 Main Capital Management, LLC](/report/newriapulse/1-main-capital-management-llc-aventura-fl--ria-328626) - [Mar Wealth Management Services, LLC](/report/newriapulse/mar-wealth-management-services-llc-west-palm-beach-fl--ria-167335) - [Remedium Capital Partners](/report/newriapulse/remedium-capital-partners-west-palm-beach-fl--ria-340302) - [Kutumb Investments LLC](/report/newriapulse/kutumb-investments-llc-palm-beach-gardens-fl--ria-342420) - [Greenline Wealth Management](/report/newriapulse/greenline-wealth-management-boca-raton-fl--ria-298397) - [Uyana Partners LLC](/report/newriapulse/uyana-partners-llc-miami-fl--ria-300280) - [Rall Capital Management, INC.](/report/newriapulse/rall-capital-management-inc-rockledge-fl--ria-132827) - [Las Olas Capital Wealth LLC](/report/newriapulse/las-olas-capital-wealth-llc-fort-lauderdale-fl--ria-340641) - [Sterling Bridge Financial Group LLC](/report/newriapulse/sterling-bridge-financial-group-llc-palm-harbor-fl--ria-304409) - [Accumulator Operations LLC](/report/newriapulse/accumulator-operations-llc-coral-gables-fl--ria-341270) - [Mariva Global Asset Management, LLC](/report/newriapulse/mariva-global-asset-management-llc-miami-fl--ria-285674) - [Cambier Capital, LLC](/report/newriapulse/cambier-capital-llc-naples-fl--ria-341216) - [Goi](/report/newriapulse/goi-miami-fl--ria-319494) - [Wlt Partners](/report/newriapulse/wlt-partners-miami-fl--ria-339994) More records in this hub: [page 2](/hub/newriapulse/state/fl/page/2) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Florida public-record feeds [Bank Branch Openings, Closings & Mergers by State in Florida](/hub/bankbranchchangepulse/state/fl) [Orlando FL Permit Applications Pulse in Florida](/hub/flpermitapplicationspulse/state/fl) [Nonprofit Revenue, Expenses & Assets from Form 990 in Florida](/hub/nonprofit990pulse/state/fl) [New Executive & Auditor Changes (SEC 8-K) in Florida](/hub/execchangepulse/state/fl) [Carrier Out-of-Service Alerts in Florida](/hub/fmcsasafetypulse/state/fl) [Newly CLIA-Certified Laboratories by State & Certificate in Florida](/hub/clialabpulse/state/fl) [Newly Funded Companies Likely to Hire in Florida](/hub/fundedandhiringpulse/state/fl) [New NIH Research Awards by Organization in Florida](/hub/nihbiotechgrantpulse/state/fl) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)