3 Florida-based RIAs with 3B+ in AUM

1. Eagle Asset Management

AUM: ~$33B+

Founded in 1976, Eagle Asset Management - an affiliate of Carillon Tower Advisers - is a Saint Petersburg, FL-based investment management firm providing institutional and individual investors with a broad array of equity and fixed-income products designed to meet long-term goals. The firm's investment philosophy is designed to seek superior, risk-adjusted returns over the long term. Built on the cornerstones of intelligence, experience and conviction, Eagle Asset Management provides valuable insights into portfolio and company-specific risk(s). 

Quick Hitters:

- Founded: 1976
- Headquarters: Saint Petersburg, FL
- Discretionary Assets: ~$28B+
- Non-Discretionary Assets: ~$5B+
- Total AUM: ~$33B+
- Total Discretionary Clients: 19,244
- Total Non-Discretionary Clients: 15,761
- Total Clients: 35,005
- Specialties: Tailored asset management and investment management services 

2. CV Advisors, LLC

AUM: ~$6.8B+

Established in 2009, CV Advisors is a global multi-family office headquartered in Miami, Florida. The firm is independently owned and began operating as a registered investment advisor in August of 2012. CV Advisors provides investment advisory services to high net worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations or other qualified entities that have a minimum of $50 million in AUM. Based on a client’s risk assessment and preferences, funds are generally allocated across a range of traditional asset classes, asset types and individual investments. Although CV Advisors emphasizes the need for disciplined, long-term investment strategies, the firm will consider short-term investments to reduce risk or capture a specific investment opportunity.

Quick Hitters:

- Founded: 2009 (became an RIA in 2012)
- Headquarters: Miami, FL
- Discretionary Assets: ~$586M+
- Non-Discretionary Assets: ~$6.22B+
- Total AUM: ~$6.8B+
- Total Clients: 926
- Specialties: Financial planning services; portfolio management for individuals, small businesses and/or institutional clients; selection of other advisors (including private fund managers) and consolidated financial reporting

3. Lamco Advisory Services, Inc.

AUM: ~$3.2B+

Established in 1990, Lamco Advisory Services is a Lake Mary, FL-based registered investment advisor firm providing retirement plan, private wealth and institutional wealth solutions. The firm has approximately $3.2 billion in assets and provides services to retail investors, high net worth investors, pension plans, charitable organizations, other investment advisors and corporations. Lamco Advisory Services is registered to serve clients across five US states including Florida, Massachusetts, New Jersey, Rhode Island and Texas.

Quick Hitters:

- Founded: 1990
- Headquarters: Lake Mary, FL
- Discretionary Assets: ~$1.79B
- Non-Discretionary Assets: ~$1.36B
- Total AUM: ~$3.2B+
- Total Clients: 220+
- Specialties: Retirement plan, private wealth and institutional solutions