40 family offices in Florida
We list 40 family offices in Florida as of November 2026: 15 single family offices and 25 multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. Miami (9), Tampa (4) and Naples (4) hold the most offices on this list.
Top 10 family offices in Florida, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 27 of the 40 offices on this list disclose a figure; offices that do not disclose are not ranked. It is a measure of size as filed, not of quality or returns.
WE Family Offices
Type: Multi-family office · Location: Coral Gables, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $17.8B regulatory AUM (Form ADV, filed 2026-04-21) · Source: SEC filing
WE Family Offices discloses $17.8B regulatory AUM (Form ADV, filed 2026-04-21); 4 named decision-makers on file; last checked 10 Nov 2026.
CV Advisors LLC
Type: Multi-family office · Location: Aventura, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income, Private Equity · Disclosed assets: $15.1B regulatory AUM (Form ADV, filed 2026-04-23) · Source: SEC filing
CV Advisors LLC discloses $15.1B regulatory AUM (Form ADV, filed 2026-04-23); 4 named decision-makers on file; last checked 10 Nov 2026.
CWA Asset Management Group
Type: Multi-family office · Location: Naples, Florida, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $3.4B 13F holdings (Q3 2026) · Source: SEC filing
CWA Asset Management Group discloses $3.4B 13F holdings (Q3 2026); 1 named decision-maker on file; last checked 10 Nov 2026.
Certuity, LLC
Type: Multi-family office · Location: North Palm Beach, Florida, United States · Focus: Public Equities, Private Equity, Private Funds, Fixed Income · Disclosed assets: $3.3B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Certuity, LLC discloses $3.3B regulatory AUM (Form ADV, filed 2026-04-30); 1 named decision-maker on file; last checked 10 Nov 2026.
Evertern Wealth, LLC
Type: Multi-family office · Location: Naples, Florida, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $1.6B regulatory AUM (Form ADV, filed 2026-09-30) · Source: SEC filing
Evertern Wealth, LLC discloses $1.6B regulatory AUM (Form ADV, filed 2026-09-30); 2 named decision-makers on file; last checked 10 Nov 2026.
Fifth Avenue Family Office
Type: Multi-family office · Location: Naples, Florida, United States · Focus: Public Equities · Disclosed assets: $1.4B regulatory AUM (Form ADV, filed 2026-03-16) · Source: SEC filing
Fifth Avenue Family Office discloses $1.4B regulatory AUM (Form ADV, filed 2026-03-16); 3 named decision-makers on file; last checked 4 Nov 2026.
Founders Family Office
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $1.4B regulatory AUM (Form ADV, filed 2026-10-23) · Source: SEC filing
Founders Family Office discloses $1.4B regulatory AUM (Form ADV, filed 2026-10-23); 1 named decision-maker on file; last checked 10 Nov 2026.
Allie Family Office LLC
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Private Funds, Fixed Income · Disclosed assets: $1.3B regulatory AUM (Form ADV, filed 2026-03-25) · Source: SEC filing
Allie Family Office LLC discloses $1.3B regulatory AUM (Form ADV, filed 2026-03-25); 5 named decision-makers on file; last checked 10 Nov 2026.
Element Pointe Family Office
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Private Equity, Private Funds, Public Equities, Fixed Income · Disclosed assets: $1.2B regulatory AUM (Form ADV, filed 2026-07-30) · Source: SEC filing
Element Pointe Family Office discloses $1.2B regulatory AUM (Form ADV, filed 2026-07-30); 4 named decision-makers on file; last checked 10 Nov 2026.
Pioneer Family Office, LLC
Type: Multi-family office · Location: North Miami Beach, Florida, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $957M regulatory AUM (Form ADV, filed 2026-04-10) · Source: SEC filing
Pioneer Family Office, LLC discloses $957M regulatory AUM (Form ADV, filed 2026-04-10); 6 named decision-makers on file; last checked 10 Nov 2026.
All 40 family offices in Florida: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Bayshore Capital | Multi-family office | Tampa | Public Equities, Private Equity, Private Funds, Hedge Funds | $879M regulatory AUM (Form ADV, filed 2026-06-26) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Clearwell Group | Multi-family office | Tampa | Public Equities, Private Equity, Real Estate, Direct Investments | $414M regulatory AUM (Form ADV, filed 2026-04-01) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Compound Family Offices, LLC | Multi-family office | Sarasota | Public Equities, Private Funds, Fixed Income | $541M regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| CWA Asset Management Group | Multi-family office | Naples | Public Equities, Fixed Income | $3.4B 13F holdings (Q3 2026) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Di Rezze Family Office | Single family office | Sunny Isles Beach | Direct Investments, Spacs, Private Equity | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock | |
| Maximai Investment Partners, LLC | Multi-family office | Coral Gables | Public Equities, Private Funds, Fixed Income | $696M regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Brainvest Wealth Management LLC | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income, Hedge Funds | $691M regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Certuity, LLC | Multi-family office | North Palm Beach | Public Equities, Private Equity, Private Funds, Fixed Income | $3.3B regulatory AUM (Form ADV, filed 2026-04-30) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Chronos Capital Advisors LLC | Multi-family office | Miami | Public Equities, Fixed Income | $181M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 4 Nov 2026 | 2 names · Unlock |
| CV Advisors LLC | Multi-family office | Aventura | Public Equities, Private Funds, Fixed Income, Private Equity | $15.1B regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Destiny Family Office | Multi-family office | Tavares | Public Equities, Private Funds, Direct Investments | $605M regulatory AUM (Form ADV, filed 2026-09-16) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Element Pointe Family Office | Multi-family office | Miami | Private Equity, Private Funds, Public Equities, Fixed Income | $1.2B regulatory AUM (Form ADV, filed 2026-07-30) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Evertern Wealth, LLC | Multi-family office | Naples | Public Equities, Fixed Income | $1.6B regulatory AUM (Form ADV, filed 2026-09-30) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Fiduciary Family Office, LLC | Multi-family office | Boca Raton | Public Equities, Private Funds, Fixed Income | $748M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Founders Family Office | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income | $1.4B regulatory AUM (Form ADV, filed 2026-10-23) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Haven Private | Multi-family office | Orlando | Public Equities | $428M regulatory AUM (Form ADV, filed 2026-04-24) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Pioneer Family Office, LLC | Multi-family office | North Miami Beach | Public Equities, Fixed Income | $957M regulatory AUM (Form ADV, filed 2026-04-10) | SEC filing | 10 Nov 2026 | 6 names · Unlock |
| Riverglades Family Offices, LLC | Multi-family office | Naples | Public Equities | $221M regulatory AUM (Form ADV, filed 2026-03-19) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Summer Road | Single family office | West Palm Beach | Public Equities | $161M 13F holdings (Q2 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Tiempo Capital Partners | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income | $911M regulatory AUM (Form ADV, filed 2026-06-08) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| WE Family Offices | Multi-family office | Coral Gables | Public Equities, Private Funds, Fixed Income | $17.8B regulatory AUM (Form ADV, filed 2026-04-21) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| EMFO, LLC (Emerald Multi-Family Office) | Multi-family office | Weston | Public Equities | $112M 13F holdings (Q2 2024) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Fifth Avenue Family Office | Multi-family office | Naples | Public Equities | $1.4B regulatory AUM (Form ADV, filed 2026-03-16) | SEC filing | 4 Nov 2026 | 3 names · Unlock |
| Gruss & Co., LLC | Single family office | West Palm Beach | Generalist, Public Equities | $120M 13F holdings (Q3 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Intrepid Family Office LLC | Single family office | Sarasota | Focus, assets, source and contacts in the file · Unlock | ||||
| MILFAM LLC | Single family office | Stuart | Focus, assets, source and contacts in the file · Unlock | ||||
| National Financial Companies | Multi-family office | Wellington | Focus, assets, source and contacts in the file · Unlock | ||||
| Ocean Cliff Partners | Single family office | Delray Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| Saul Wealth Advisors, LLC | Multi-family office | Miami | Focus, assets, source and contacts in the file · Unlock | ||||
| The Theo Group | Single family office | Palm Beach Gardens | Focus, assets, source and contacts in the file · Unlock | ||||
| Allerand Capital | Single family office | Jupiter | Focus, assets, source and contacts in the file · Unlock | ||||
| Ayon Capital | Single family office | Tampa | Focus, assets, source and contacts in the file · Unlock | ||||
| Bess Ventures & Advisory | Single family office | Miami Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| Ligo Partners | Single family office | Miami | Focus, assets, source and contacts in the file · Unlock | ||||
| Dow Family Office Advisory, LLC | Multi-family office | Lakewood Ranch | Focus, assets, source and contacts in the file · Unlock | ||||
| East Asset Management | Single family office | Boca Raton | Focus, assets, source and contacts in the file · Unlock | ||||
| Mariposa Capital | Single family office | Miami | Focus, assets, source and contacts in the file · Unlock | ||||
| Vinik Family Office | Single family office | Tampa | Focus, assets, source and contacts in the file · Unlock | ||||
| Teton Capital | Single family office | Fort Lauderdale | Focus, assets, source and contacts in the file · Unlock | ||||
You are seeing every office name, with full detail on 25 of 40. The file adds the detail for the other 15, 64 named decision-makers and 6 office emails.
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How these 40 break down
By city
| City | On this list | Share |
|---|---|---|
| Miami | 9 | 22% |
| Tampa | 4 | 10% |
| Naples | 4 | 10% |
| Sarasota | 2 | 5% |
| Coral Gables | 2 | 5% |
| Boca Raton | 2 | 5% |
| West Palm Beach | 2 | 5% |
Full lists, each with its own row count: Family offices in Miami and South Florida (23)
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 25 | 62% |
| Single family office | 15 | 38% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 29 | 72% |
| Fixed Income | 18 | 45% |
| Private Funds | 14 | 35% |
| Private Equity | 11 | 28% |
| Direct Investments | 10 | 25% |
| Real Estate | 7 | 18% |
| Venture Capital and Startups | 6 | 15% |
| Private Credit | 6 | 15% |
An office can carry more than one focus tag.
Full lists, each with its own row count: Family offices that invest in public equities (274)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices that invest in private equity (177)Family offices that invest in direct deals in private companies (143)Family offices that invest in real estate (149)Family offices that invest in startups and venture capital (110)Family offices that invest in private credit (47)
Method and limits
- Source
- All 40 rows come from an SEC filing (Form ADV or 13F). Asset figures are shown only where a filing gives them.
- Inclusion rule
- Single and multi-family offices that a public source identifies as a family office: an SEC filing, a company register or the office's own website. On this list: offices whose address is in Florida. US offices with no state on file appear only in the national list.
- Order
- Ordered by how much of each office's record is filled in from public sources, then alphabetically. Disclosed assets are shown where a Form ADV or 13F filing gives them.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 40 rows: focus 37, website 30, disclosed assets 27. In the paid file: named decision-makers on 32 rows, office email on 6, LinkedIn page on 8.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in Florida are there?
We list 40 as of November 2026: 15 single family offices and 25 multi-family offices.
Which cities have the most family offices in Florida?
Miami (9), Tampa (4) and Naples (4). 12 offices on this list are in other cities or give no city.
Do family offices in Florida invest in startups?
6 of the 40 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (29), Fixed Income (18) and Private Funds (14). 3 offices state no focus.
How many family offices in Florida are single family offices and how many are multi-family offices?
15 single and 25 multi-family. A single family office manages one family's wealth: Di Rezze Family Office is one on this list. A multi-family office serves several families, often as a regulated adviser: Allie Family Office LLC is one.
How do I contact family offices in Florida?
32 of the 40 offices name at least one decision-maker in a public source and 6 publish an office email; Pioneer Family Office, LLC names the most people (6). The file holds all 64 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in Florida come from?
All 40 offices come from an SEC filing (Form ADV or 13F). Each row shows its source label and the date we checked it. The row checked most recently is Allie Family Office LLC, on 10 Nov 2026.
Broader lists
Narrower lists
Related lists
Family offices in New York (68)Family offices in California (56)Family offices in Texas (45)Family offices in Chicago and Illinois (17)Family offices in Colorado (15)Family offices in Massachusetts (13)Family offices in Fairfield County and Connecticut (10)
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