ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
Boca Raton, FL
AUM
$679.5M
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION
561-961-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
112 advisers found
F&V CAPITAL MANAGEMENT, L.L.C.
Boca Raton, FL
AUM
$557.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-208-1081
PHARVISION ADVISERS, LLC
Boca Raton, FL
AUM
$513.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-614-6014
WHITESTAR ADVISORS, LLC
Boca Raton, FL
AUM
$454.5M
Wealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
561-999-9949
NEW WATER CAPITAL, L.P.
Boca Raton, FL
AUM
$454.4M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 235-7310
IMZ ADVISORY INC.
Boca Raton, FL
AUM
$452.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-368-2336
QP WEALTH MANAGEMENT, LLC
Boca Raton, FL
AUM
$405.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-526-2701
PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, FL
AUM
$402.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-988-5540
BOCA WEALTH ADVISORS
Boca Raton, FL
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
561-391-4477
COMPREHENSIVE WEALTH SOLUTIONS, LLC
Boca Raton, FL
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-294-4979
C CUBED CAPITAL PARTNERS, LLC
Boca Raton, FL
AUM
$362.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-576-9145
OPAL CAPITAL LLC
Boca Raton, FL
AUM
$348.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
917-716-6257
IPCP MANAGEMENT, LLC
Boca Raton, FL
AUM
$345.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 300-3456
COLONY CAPITAL INVESTMENT ADVISORS, LLC
Boca Raton, FL
AUM
$336.2M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-570-4644
ALPHA ZERO LLC
Boca Raton, FL
AUM
$269.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(561) 576-2599
SEMUS WEALTH PARTNERS, LLC
Boca Raton, FL
AUM
$262.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-465-7550
KARLOV STREET CAPITAL, LLC
Boca Raton, FL
AUM
$251.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Performance-based fees; ADMINISTRATION FEES, CONTRIBUTION FEES
847-503-9393
RESHAPE WEALTH
Boca Raton, FL
AUM
$232.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-626-7902
ALLIED PRIVATE WEALTH
Boca Raton, FL
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
9545769192
SKY ALPHA ASSET ADVISORS
Boca Raton, FL
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
561-410-7790
SYNTAX RESEARCH, INC.
Boca Raton, FL
AUM
$202.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 796-8296
RWA ADVISORS
Boca Raton, FL
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-288-1160
ONE WEALTH INVESTORS
Boca Raton, FL
AUM
$193.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 289-8105
PALM WEALTH PARTNERS
Boca Raton, FL
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(954) 632-2555