WINNING POINTS ADVISORS, L.L.C.
Boca Raton, FL
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
561-367-9111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
112 advisers found
BANYAN GLOBAL INVESTMENT ADVISORS, LLC
Boca Raton, FL
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
561-847-3596
CYWP FUND
Boca Raton, FL
AUM
$160.8M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
301-807-6390
AMERICAN ASSET MANAGEMENT INC.
Boca Raton, FL
AUM
$153.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
561-955-8500
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
Boca Raton, FL
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
561-391-8188
RED REEF ADVISORS LLC
Boca Raton, FL
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-400-3285
EPIC ADVISORY SERVICES CORP
Boca Raton, FL
AUM
$134.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-829-2173
SECURE WEALTH, INC.
Boca Raton, FL
AUM
$132.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
561-340-2667
SUNDIAL WEALTH LLC
Boca Raton, FL
AUM
$125.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-302-4371
CS ADVISORS INC.
Boca Raton, FL
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-241-9301
GREENLINE WEALTH MANAGEMENT
Boca Raton, FL
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-405-6609
STATETRUST CAPITAL, LLC.
Boca Raton, FL
AUM
$93.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-921-8101
WALTON RAHAL CPAS PLLC
Boca Raton, FL
AUM
$77.0M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-395-6653
PRINCETON ASSET MANAGEMENT, LLC
Boca Raton, FL
AUM
$71.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-528-1356
ICEBRIDGE FINANCIAL GROUP
Boca Raton, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-778-5060
ATLAS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-717-9039
VENTUREMFO LLC
Boca Raton, FL
AUM
$65.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(561) 389-1587
S.H. CAPITAL MANAGEMENT CORP.
Boca Raton, FL
AUM
$54.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
561- 504-1046
AVENTURA CAPITAL MANAGEMENT, LLC
Boca Raton, FL
AUM
$48.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
305-466-0467
STAR WEALTH ADVISORS
Boca Raton, FL
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-201-7331
ADVISE FINANCIAL
Boca Raton, FL
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(561) 45482-84
BISHOP CAPITAL ADVISORS LLC
Boca Raton, FL
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561-948-6500
AVALON
Boca Raton, FL
AUM
$31.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(866) 711-2836
EIN SOF ADVISORS, LLC
Boca Raton, FL
AUM
$27.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
561-715-4267