Finest 20 Asset Management Firms in Florida

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min read
Top 20 asset management companies in Florida Main

Finest 20 Asset Management Firms in Florida

3
min read
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Top 20 asset management companies in Florida Main
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The realm of asset management in Florida is dynamic and diverse, hosting a multitude of firms offering a variety of financial services. These companies, such as Raymond James Investment Management and Lighthouse Investment Partners, cater to a wide range of clients - from individual investors to large corporations. They offer numerous investment strategies, endeavoring to grow their clients' wealth while mitigating risk. Furthermore, these companies emphasize sustainability, implementing active ownership policies and adhering to ESG considerations. Indications show the industry gravitating towards technology-aided strategies, possibly suggesting a future trend.


Top 20 asset management companies in Florida

1. Raymond James Investment Management

Raymond James Investment Management is a global asset-management company that offers a range of investment strategies to institutional and individual investors. With affiliated entities such as Chartwell Investment Partners, Eagle Asset Management, and Scout Investments, they provide access to highly regarded investment teams with distinct investment philosophies. Their portfolio managers take a long-term perspective, maintain focused portfolios, and strive for attractive investment performance. They believe in sustainable investing and actively managed strategies to generate consistent portfolio returns.


2. Lighthouse Investment Partners, LLC

Lighthouse Investment Partners is a global investment management firm established in 1999. They offer hedge fund solutions to investors looking to diversify their asset mix and realize growth with a lower correlation to traditional equity and fixed income allocations.


3. Carillon Tower Advisers

Raymond James Investment Management is a company that focuses on sustainable investing and incorporates environmental, social, and governance (ESG) considerations in its investment decisions. They believe in active ownership through proxy voting and corporate engagement to effect positive change. The company offers various strategies and investment options, including fixed income and small/mid-cap equities, that integrate ESG factors. Their mission is to optimize long-term returns while minimizing risk. They are committed to responsible investing and supporting shareholder resolutions that improve transparency, diversity, environmental protection, human rights, and responsible business practices.


4. Gainesville Health & Fitness

  • Website: ghfc.com
  • Headquarters: Gainesville, Florida, United States
  • Founded: 1978
  • Headcount: 201-500
  • LinkedIn

GHFC.com is a company that offers a range of financial services and solutions. They specialize in investment banking, asset management, and financial advisory services. With a focus on delivering tailored solutions to clients, GHFC.com aims to help individuals and businesses achieve their financial goals.


5. Wasmer Schroeder

  • Website: wasmerschroeder.com
  • Headquarters: Naples, Florida, United States
  • Founded: 1987
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

Wasmer Schroeder is an investment management company specializing in fixed income solutions. They offer taxable and tax-exempt municipal fixed income products to clients.


6. International Assets Advisory

  • Website: iaac.com
  • Headquarters: Orlando, Florida, United States
  • Founded: 1982
  • Headcount: 51-200
  • LinkedIn

IAAC is a financial services platform offering asset management and investment banking services. With 37 years of experience, they provide a range of services including portfolio management, corporate finance, mergers and acquisitions, and valuations. They prioritize open communication, transparency, and strong ethical standards in their interactions with clients.


7. Concise Capital Management, LP

Concise Capital Management is a SEC-registered investment adviser specializing in short duration, under-followed, high yield bonds. With over $200 million in assets under management, they cater to international and U.S.-based institutions, family offices, and wealthy individuals through pooled funds and separate accounts.


8. Pentwater Capital Management LP

  • Website: pwcm.com
  • Headquarters: Naples, Florida, United States
  • Headcount: 11-50
  • LinkedIn

Pentwater Capital Management LP ('Pentwater') is an investment management firm that offers funds to qualified investors. They provide investment opportunities through funds managed by Pentwater, with a focus on risk management and potential for high returns.


9. DoubleLine Group LP

  • Website: doubleline.com
  • Headquarters: Tampa, Florida, United States
  • Founded: 2009
  • Headcount: 201-500
  • Latest funding type: Corporate Round
  • LinkedIn

DoubleLine is an independent money management firm that offers a wide array of investment strategies and vehicles overseen by a time-tested portfolio management team.


10. Eaton Capital Management

Eaton Capital Management is an investment management company that provides financial planning, investment advisory services, and wealth management solutions for high net worth individuals, families, and institutions.


11. DLP Capital

  • Website: dlpcapital.com
  • Headquarters: St Augustine, Florida, United States
  • Founded: 2010
  • Headcount: 201-500
  • LinkedIn

DLP Capital is a high-growth impact investor specializing in real estate-backed investments. They leverage capital to build wealth and prosperity for their members, investors, clients, and partners.


12. Eagle Asset Management

  • Website: eagleasset.com
  • Headquarters: Saint Petersburg, Florida, United States
  • Founded: 1976
  • Headcount: 51-200
  • LinkedIn

Eagle Asset Management is a financial company offering investment services and solutions. They provide a wide range of investment options and expertise to help clients grow and manage their wealth.


13. Prosperi

Prosperi Global is a company that offers a wide range of financial services and investment solutions to clients. With a team of experienced professionals, they provide tailored strategies and advice for wealth management, asset allocation, and portfolio optimization.


14. Eagle Property Capital

Eagle Property Capital is a real estate investment manager offering attractive risk-adjusted returns through a range of real estate equity solutions.


15. BiscayneAmericas Advisers LLC

Biscayne Americas Advisers is an SEC-regulated institutional investment advisor that has been serving clients globally since 1999. They offer client-centric investment models and strive to achieve consistent positive rates of return combined with reduced downside risk.


16. Spider

Spider Investments is an online investment management firm that offers automated investment products. With a focus on the North American market, we utilize our expertise and knowledge of the industry to deliver tailored investment solutions. Our goal is to understand our clients' objectives and help them maximize their savings and achieve their financial aspirations.


17. Bramshill Investments LLC

Bramshill Investments is an investment firm specializing in fixed income strategies. They offer a range of investment strategies, including the Income Performance Strategy, Tactical Fixed Income Strategy, All Weather Strategy, and Structured Products UCITS Fund.


18. MG&A Wealth

  • Website: mgawealth.com
  • Headquarters: Plantation, Florida, United States
  • Founded: 1984
  • Headcount: 11-50
  • LinkedIn

MG&A Wealth is a wealth management firm dedicated to helping clients manage not just their wealth, but their lives. With a team of experienced professionals, they provide personalized solutions and practical advice to optimize opportunities and face challenges.


19. 5 Star

  • Website: your5star.com
  • Headquarters: Delray Beach, Florida, United States
  • Founded: 2017
  • Headcount: 1-10
  • LinkedIn

Your5Star.com is a company that offers investment banking services. We provide expert advice and assistance to clients in making investment decisions, managing their portfolios, and maximizing their returns.


20. OneWorld Partners

  • Website: owpartners.com
  • Headquarters: Fort Lauderdale, Florida, United States
  • Founded: 1999
  • Headcount: 51-200
  • LinkedIn

OneWorld Partners is an investment firm that provides investment opportunities in various industries for clients.


Want to find more asset management companies?


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  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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