Florida · 10 advisers
Financial Advisors in Coral Springs, Florida
Looking for a financial advisor in Coral Springs, Florida? Falists indexes 10 SEC-registered and state-registered investment advisers in Coral Springs — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $542.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
10
With website
7
Largest AUM
$542.5M
Financial planning
6
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Coral Springs
Ranked by AUM · Fees, team & specialties at a glance
EATON FINANCIAL GROUP
Coral Springs, FL
AUM
$382.2M
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
954-575-9323
PERSONAL FINANCIAL PROFILES INC
Coral Springs, FL
AUM
$335.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-755-8647
FR FINANCIAL ADVISORS LLC
Coral Springs, FL
AUM
$135.7M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-755-0222
KRIS LEWICKI & ASSOCIATES, LLC
Coral Springs, FL
AUM
$95.8M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-324-3550
PROSPERITUS WEALTH ADVISORS
Coral Springs, FL
AUM
$69.4M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954 400-1470
GRAVITALIX FINANCIAL
Coral Springs, FL
AUM
$542.5M
Team
1 advisors
Clients
0
Fees
Fixed fees; Performance-based fees
646-732-0299
SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC
Coral Springs, FL
AUM
$3.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(954) 326-6979
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Common questions
- How many financial advisors are in Coral Springs, Florida?
- 10 registered investment advisers are listed in our Coral Springs directory, sourced from public SEC filings.
- What types of advisors are in Coral Springs?
- 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 Coral Springs?
- 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.