Florida · 3 advisers
Financial Advisors in Coconut Creek, Florida
Looking for a financial advisor in Coconut Creek, Florida? Falists indexes 3 SEC-registered and state-registered investment advisers in Coconut Creek — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $404.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$404.6M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Coconut Creek
Ranked by AUM · Fees, team & specialties at a glance
KANEN WEALTH MANAGEMENT LLC
Coconut Creek, FL
AUM
$404.6M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
631-863-3100
UTOPIA WEALTH MANAGEMENT, LLC
Coconut Creek, FL
AUM
$261.4M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
754-264-4778
WILLIS ASSET FINANCE MANAGEMENT LLC
Coconut Creek, FL
AUM
$349.0M
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(561) 349-9989
More cities in Florida
Common questions
- How many financial advisors are in Coconut Creek, Florida?
- 3 registered investment advisers are listed in our Coconut Creek directory, sourced from public SEC filings.
- What types of advisors are in Coconut Creek?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Coconut Creek?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.