---
title: "40 Family Offices in Florida (Nov 2026): Top 10 by Assets"
last_updated: "2026-11-10"
rows: "40"
free_rows: "25"
source: "SEC filings"
canonical: "https://familyofficeroster.com/lists/family-offices-in-florida/"
---

# 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.

- 40 family offices
- 15 / 25 single / multi-family
- 6 with startups or venture as a stated focus
- 64 named decision-makers on file

## All 40 family offices in Florida: full detail on the first 25

| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile |
|---|---|---|---|---|---|---|---|
| Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/allie-family-office/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/bayshore-capital/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/clearwell-group/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/compound-family-offices/ |
| CWA Asset Management Group | Multi-family office | Naples | Public Equities, Fixed Income | $3.4B 13F holdings (Q3 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cwa-asset-management-group/ |
| Di Rezze Family Office | Single family office | Sunny Isles Beach | Direct Investments, Spacs, Private Equity |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/di-rezze-family-office/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/maximai-investment-partners/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/brainvest-wealth-management/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/certuity/ |
| Chronos Capital Advisors LLC | Multi-family office | Miami | Public Equities, Fixed Income | $181M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/chronos-capital-advisors/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/cv-advisors/ |
| Destiny Family Office | Multi-family office | Tavares | Public Equities, Private Funds, Direct Investments | $605M regulatory AUM (Form ADV, filed 2026-09-16) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/destiny-family-office/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/element-pointe-family-office/ |
| Evertern Wealth, LLC | Multi-family office | Naples | Public Equities, Fixed Income | $1.6B regulatory AUM (Form ADV, filed 2026-09-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/evertern-wealth/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/fiduciary-family-office/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/founders-family-office/ |
| Haven Private | Multi-family office | Orlando | Public Equities | $428M regulatory AUM (Form ADV, filed 2026-04-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/haven-private/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/pioneer-family-office/ |
| Riverglades Family Offices, LLC | Multi-family office | Naples | Public Equities | $221M regulatory AUM (Form ADV, filed 2026-03-19) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/riverglades-family-offices/ |
| Summer Road | Single family office | West Palm Beach | Public Equities | $161M 13F holdings (Q2 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/summer-road/ |
| Tiempo Capital Partners | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income | $911M regulatory AUM (Form ADV, filed 2026-06-08) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/tiempo-capital-partners/ |
| 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/we-family-offices/ |
| EMFO, LLC (Emerald Multi-Family Office) | Multi-family office | Weston | Public Equities | $112M 13F holdings (Q2 2024) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/emfo-emerald-multi-family-office/ |
| Fifth Avenue Family Office | Multi-family office | Naples | Public Equities | $1.4B regulatory AUM (Form ADV, filed 2026-03-16) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/fifth-avenue-family-office/ |
| Gruss & Co., LLC | Single family office | West Palm Beach | Generalist, Public Equities | $120M 13F holdings (Q3 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/gruss-and-co/ |

Other offices on this list (name, type, city):
- Intrepid Family Office LLC, Single family office, Sarasota
- MILFAM LLC, Single family office, Stuart
- National Financial Companies, Multi-family office, Wellington
- Ocean Cliff Partners, Single family office, Delray Beach
- Saul Wealth Advisors, LLC, Multi-family office, Miami
- The Theo Group, Single family office, Palm Beach Gardens
- Allerand Capital, Single family office, Jupiter
- Ayon Capital, Single family office, Tampa
- Bess Ventures & Advisory, Single family office, Miami Beach
- Ligo Partners, Single family office, Miami
- Dow Family Office Advisory, LLC, Multi-family office, Lakewood Ranch
- East Asset Management, Single family office, Boca Raton
- Mariposa Capital, Single family office, Miami
- Vinik Family Office, Single family office, Tampa
- Teton Capital, Single family office, Fort Lauderdale

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.

Get all 40 offices and 64 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-in-florida
This page: https://familyofficeroster.com/lists/family-offices-in-florida/

## 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.
- 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.

## 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.