Advisers / Florida
New investment adviser firms in Florida
In the four weeks to October 11, 2026, 27 adviser firms based in Florida registered for the first time with the SEC or a state regulator.
7new firms a week
18registered advisers, 4 weeks
9exempt fund managers, 4 weeks
Per week
By type, 4 weeks
- State-registered adviser11
- Exempt reporting adviser (SEC)8
- SEC-registered adviser7
- Exempt reporting adviser (state)1
The latest firms
| Registered | Firm | Type | City |
|---|---|---|---|
| Oct 8 | Glidepath Advisors, LLC | ERA (SEC) | Opa-Locka |
| Oct 6 | William James Investment Advisors, LLC | ERA (state) | — |
| Oct 6 | Massari Asset Management LLC | State RIA | — |
| Oct 5 | Pink Streets Financial Planning, LLC | State RIA | St. Petersburg |
| Oct 5 | Latigo Peak Partners, LLC | SEC RIA | Palm Beach Gardens |
| Oct 2 | Whitehall Row Advisory, LLC | State RIA | — |
| Oct 2 | Perigon Capital Partners, LP | ERA (SEC) | Miami |
| Oct 1 | Nextreg Advisors LLC | SEC RIA | Miami |
| Sep 30 | Neil Jesani Asset Management, LLC | ERA (SEC) | Sunrise |
| Sep 29 | Hale Wealth Management, LLC | State RIA | Pensacola |
| Sep 29 | Visconti Industries Incorporated® | ERA (SEC) | Coconut Grove |
| Sep 28 | Abbaei Manager LLC | ERA (SEC) | Naples |
| Sep 28 | Ucpus, INC. | ERA (SEC) | Miami |
| Sep 25 | Andromeda Wealth LLC | State RIA | Miami |
| Sep 24 | Bling Capital | ERA (SEC) | — |
Subscribers also get each firm's business phone, website, address, size and where it's registered.
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