SHEALY WEALTH ADVISORY LLC
Boca Raton, FL
AUM
$18.3M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-757-3265
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
112 advisers found
THE RETIREMENT READINESS INSTITUTE
Boca Raton, FL
AUM
$18.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-296-3331
GREAT WEALTH INVESTMENTS
Boca Raton, FL
AUM
$15.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
347-375-7100
OT ADVISORS LLC
Boca Raton, FL
AUM
$15.2M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
855-994-4773
BFA WEALTH MANAGEMENT
Boca Raton, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
26-50
Fees
Percentage of AUM
774-696-0305
RFM INVESTMENT ADVISOR
Boca Raton, FL
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-451-9990
STRATEGIC INVESTMENTS & INSURANCE
Boca Raton, FL
AUM
$12.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES FROM OTHER INVESTMENT ADVISORY FIRMS
(561)221-6934
NOBLE CAPITAL MANAGEMENT, INC.
Boca Raton, FL
AUM
$10.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
561-994-1191
SIKES FINANCIAL SERVICES, LLC
Boca Raton, FL
AUM
$4.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(561) 529-9191
GULFCREST CAPITAL
Boca Raton, FL
AUM
$2.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-945-3115
FINANCIAL CONNECTION, INC
Boca Raton, FL
AUM
$94K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-372-6000
HARBINGER FINANCIAL CONSULTANTS, LLC
Boca Raton, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-735-6571
LATIN AMERICA REAL ASSETS CAPITAL MANAGEMENT LLC
Boca Raton, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
561-816-0569
ORRERY INVEST
Boca Raton, FL
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-709-8702
POLEN INTERNATIONAL EQUITY LLC
Boca Raton, FL
AUM
$0
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(561) 241-2425
SHEARSON FINANCIAL SERVICES, LLC
Boca Raton, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
22 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-613-4727