Sunday, June 21, 2026

Family Office Real Estate Daily · Family Office Directory

Florida Family Offices

93
Firms
$158.6B
Total tracked AUM
$34.9B
Largest single firm
90 / 3
Multi / Single

Largest by reported AUM in Florida: Sanctuary Advisors, LLC.

Reveal direct contact details

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FirmAUMContactSite
Sanctuary Advisors, LLCActive · 8 in 90d13F · 2
Multi-Family Office · Miami
Last private placement: Blue Owl Real Estate Exchange V DST · 2026-05-22
$34.9B Email + phone
We Family OfficesVerified
Multi-Family Office · Coral Gables
$17.8B Phone
Cv Advisors LLCVerifiedActive · 1 in 90d
Multi-Family Office · Aventura
Last private placement: CV Advisors PE XII LP · 2026-05-12
$15.1B Phonevisit
Dakota Wealth, LLC13F · 1
Multi-Family Office · Palm Beach Gardens
$6.9B Email + phonevisit
Moran Wealth Management, LLC
Multi-Family Office · Naples
$5.1B Phone
Cwa Asset Management Group13F · 1
Multi-Family Office · Naples
$4.5B Phone
Sound Income Strategies, LLC13F · 4
Multi-Family Office · Fort Lauderdale
$4.2B Email + phonevisit
Archpoint Investors13F · 1
Multi-Family Office · Coral Gables
$4.1B Email + phonevisit
Certuity, LLC13 Form D
Multi-Family Office · North Palm Beach
Last private placement: Camden International Equity Fund, LLC · 2026-02-20
$3.3B Phonevisit
Cyndeo Wealth Partners3 Form D
Multi-Family Office · St. Petersburg
Last private placement: Cyndeo Income Opportunities LP · 2025-03-18
$3.2B Email + phonevisit
Sawgrass Asset Management LLC1 Form D
Multi-Family Office · Ponte Vedra Beach
Last private placement: Sawgrass Diversified Income Fund, LLC · 2011-07-12
$2.0B Email + phone
Althum Advisors LLC
Multi-Family Office · Miami
$2.0B Phonevisit
Evolution Wealth Advisors, LLC2 Form D
Multi-Family Office · Aventura
Last private placement: InvestX Growth Equity IV-US LP · 2023-10-04
$2.0B Phonevisit
Bulltick Wealth Management, LLC
Multi-Family Office · Miami
$1.9B Phonevisit
Mora Capital Management, LLC
Multi-Family Office · Miami
$1.9B Phonevisit
A&m Private Wealth Partners, LLC
Multi-Family Office · West Palm Beach
$1.8B Email + phonevisit
Slatestone Wealth LLC
Multi-Family Office · Jupiter
$1.8B Phone
Sierra Capital LLC31 Form D
Multi-Family Office · Miami
Last private placement: SIERRA CAPITAL PARTNERS LP · 2025-12-16
$1.6B Email + phonevisit
Ciccarelli Advisory Services Inc.
Multi-Family Office · Naples
$1.6B Phone
Credicorp Capital Advisors LLC
Multi-Family Office · Miami
$1.6B Email + phonevisit
Destiny Wealth Partners, LLC
Multi-Family Office · Tavares
$1.5B Phonevisit
Activest Wealth Management, LLC
Multi-Family Office · Aventura
$1.5B Email + phonevisit
Private Capital Management
Multi-Family Office · Naples
$1.4B Email + phonevisit
Fifth Avenue Family Office
Multi-Family Office · Naples
$1.4B Phonevisit
Allie Family Office LLC
Multi-Family Office · Miami
$1.3B Email + phone
Bigsur Partners, LLC
Multi-Family Office · Miami
$1.3B Phone
Element Pointe Family Office
Multi-Family Office · Miami
$1.2B Phonevisit
Finback Investment PartnersActive · 1 in 90d
Multi-Family Office · Coral Gables
Last private placement: Finback ISCP II, LP · 2026-05-19
$1.2B Email + phonevisit
Tobias Financial Advisors
Multi-Family Office · Plantation
$1.2B Email + phone
Ab2 Capital Partners LLC
Multi-Family Office · Hollywood
$1.1B Phone
Founders Family Office
Multi-Family Office · Miami
$1.1B Email + phone
Panoramika Advisors Inc.
Multi-Family Office · Miami
$1.1B Phone
Gfg Capital
Multi-Family Office · Miami
$1.0B Email + phone
Omnia Family Wealth, LLC
Multi-Family Office · Aventura
$995M Email + phone
Pioneer Family Office, LLC
Multi-Family Office · North Miami Beach
$957M Email + phonevisit
Tiempo Capital Partners
Multi-Family Office · Miami
$911M Email + phonevisit
Noesis Capital Management Corp.
Multi-Family Office · Boca Raton
$877M Email + phone
Harbor AdvisorsActive · 2 in 90d
Multi-Family Office · West Palm Beach
Last private placement: LHA Short Alpha Composite II, L.P. · 2026-05-21
$852M Phone
Aua Private Equity Partners, LLC
Multi-Family Office · West Palm Beach
$842M Email + phonevisit
Global Financial Private Client
Multi-Family Office · Sarasota
$828M Email + phone
Qtr Family Wealth, LLC
Multi-Family Office · Lake Mary
$749M Email + phonevisit
Fiduciary Family Office, LLC
Multi-Family Office · Boca Raton
$748M Email + phonevisit
Saaga
Multi-Family Office · Miami
$717M Email + phonevisit
Maximai Investment Partners, LLC
Multi-Family Office · Coral Gables
$696M Email + phonevisit
Dale K. Ehrhart, Inc.
Multi-Family Office · Venice
$649M Email + phonevisit
Powell Investment Advisors, LLC6 Form D
Multi-Family Office · Miami
$648M Email + phonevisit
Blue Ocean Capital20 Form D
Multi-Family Office · West Palm Beach
Last private placement: Blue Ocean Capital Wealth Fund LLC · 2026-01-12
$619M Email + phone
Deuterium Capital Management, LLC20 Form D
Multi-Family Office · Clearwater
Last private placement: Deuterium Absolute Return Fund, LP · 2026-01-07
$604M Email + phonevisit
Southocean Capital Partners, LLCActive · 1 in 90d
Multi-Family Office · Ft. Lauderdale
Last private placement: SouthOcean Real Estate Partners VII, LLC · 2026-06-01
$575M Email + phone
Rossby Financial, LLC
Multi-Family Office · Melbourne
$566M Phone

Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.