Family Office Real Estate Daily · Family Office Directory

Florida Family Offices

Firms

$159.1B

Total tracked AUM

$34.9B

Largest single firm

90 / 3

Multi / Single

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

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Reveal direct contact details

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Firm	Type	City	AUM	Contact	Site
Southocean Capital Partners, LLC35 Form D Multi-Family Office · Ft. Lauderdale Last private placement: SouthOcean Real Estate Partners VII, LLC · 2026-06-01	Multi-Family Office	Ft. Lauderdale	$575M	Email + phone	—
Dara Capital US, Inc. Multi-Family Office · Miami	Multi-Family Office	Miami	$563M	Email + phone	—
Financial Harvest Wealth Advisors Multi-Family Office · Winter Park	Multi-Family Office	Winter Park	$557M	Phone	—
Compound Family Offices, LLC Multi-Family Office · Sarasota	Multi-Family Office	Sarasota	$541M	Email + phone	visit
Noble Family Wealth Multi-Family Office · Clearwater	Multi-Family Office	Clearwater	$527M	Phone	visit
Lrz Capital LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$501M	Phone	visit
Allgen Financial Advisors, Inc. Multi-Family Office · Orlando	Multi-Family Office	Orlando	$475M	Email + phone	visit
Noctua International Wmg, LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$474M	Email + phone	visit
Cayside Partners Multi-Family Office · Jupiter	Multi-Family Office	Jupiter	$438M	Email + phone	—
Questmont Virtual Family Office, LLC Multi-Family Office · Tampa	Multi-Family Office	Tampa	$436M	Phone	visit
Compass Financial Group, Inc. Multi-Family Office · Deerfield Beach	Multi-Family Office	Deerfield Beach	$430M	Phone	visit
Haven Private Multi-Family Office · Orlando	Multi-Family Office	Orlando	$428M	Email + phone	visit
Perigee Capital, LP Multi-Family Office · Sarasota	Multi-Family Office	Sarasota	$426M	Email + phone	visit
Quantum Private Wealth, LLC Multi-Family Office · Tampa	Multi-Family Office	Tampa	$418M	Email + phone	visit
Clearwell Group Multi-Family Office · Tampa	Multi-Family Office	Tampa	$414M	Phone	visit
Galapagos Advisory LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$396M	Email + phone	visit
In On Capital Multi-Family Office · Miami	Multi-Family Office	Miami	$389M	Email + phone	visit
Keating Investment Counselors Inc. Multi-Family Office · Delray Beach	Multi-Family Office	Delray Beach	$383M	Phone	visit
Greenwood Family Advisors LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$327M	Phone	—
Jaguar Growth Asset Management, LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$313M	Phone	visit
Spectra Investment Management, LLC Multi-Family Office · Stuart	Multi-Family Office	Stuart	$307M	Email + phone	—
Ekanta Wealth Advisors LLC Multi-Family Office · Coconut Grove	Multi-Family Office	Coconut Grove	$307M	Email + phone	—
The Palmer Knight Company Multi-Family Office · Jacksonville	Multi-Family Office	Jacksonville	$285M	Email + phone	—
Fdi Wealth Management, LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$284M	Email + phone	visit
Riverplace Capital Management Inc. Multi-Family Office · Jacksonville	Multi-Family Office	Jacksonville	$267M	Phone	visit
Mbf Healthcare Management II, LLC Multi-Family Office · Coral Gables	Multi-Family Office	Coral Gables	$235M	Phone	visit
Riverglades Family Offices, LLC Multi-Family Office · Naples	Multi-Family Office	Naples	$221M	Phone	visit
Atlantic Family Wealth, LLC Multi-Family Office · Coral Gables	Multi-Family Office	Coral Gables	$210M	Email + phone	visit
Guardsman Private Capital Management, Inc. Multi-Family Office · Sarasota	Multi-Family Office	Sarasota	$208M	Email + phone	—
Atlantic Wealth Partners, LLC Multi-Family Office · Jupiter	Multi-Family Office	Jupiter	$198M	Phone	visit
Numa Multi-Family Office · Miami	Multi-Family Office	Miami	$193M	Phone	visit
Rutherford Asset Planning, Inc. Multi-Family Office · Tampa	Multi-Family Office	Tampa	$181M	Email + phone	visit
Chronos Capital Advisors LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$181M	Phone	visit
Macke Financial Advisory Group Multi-Family Office · Fort Myers	Multi-Family Office	Fort Myers	$176M	Email + phone	visit
Unify Financial Advisors Multi-Family Office · Clearwater	Multi-Family Office	Clearwater	$156M	Email + phone	visit
Luma Capital Multi-Family Office · Naples	Multi-Family Office	Naples	$136M	Email + phone	visit
Gordon Asset Management LLC Multi-Family Office · West Palm Beach	Multi-Family Office	West Palm Beach	$129M	Phone	visit
Better Way LLC Multi-Family Office · Bal Harbour	Multi-Family Office	Bal Harbour	$107M	Email + phone	visit
Lion Capital Advisors LLC Multi-Family Office · Miami	Multi-Family Office	Miami	$95M	Email + phone	—
Dow Family Office Advisory, LLC Multi-Family Office · Lakewood Ranch	Multi-Family Office	Lakewood Ranch	n/d	Phone	—
Intrepid Family Office LLC Single-Family Office · Sarasota	Single-Family Office	Sarasota	n/d	Phone	—
Noble Family Wealth, LLC Single-Family Office · Clearwater	Single-Family Office	Clearwater	n/d	Phone	—
Omnia Family Wealth, LLC Single-Family Office · Aventura	Single-Family Office	Aventura	n/d	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.