III CAPITAL MANAGEMENT
Boca Raton, FL
AUM
$88.24B
Wealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
561-544-4600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL, BOCA RATON
43 advisers found
POLEN CAPITAL MANAGEMENT, LLC
Boca Raton, FL
AUM
$24.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-561-241-2425
DIGITAL BRIDGE ADVISORS, LLC
Boca Raton, FL
AUM
$14.60B
Wealth MgmtInstitutional
Team
71 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
561-570-4644
ACASTA PARTNERS US LLC
Boca Raton, FL
AUM
$4.72B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 20 7070 2500
ISAM FUNDS (USA) LLC
Boca Raton, FL
AUM
$2.33B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 212 561 1200
METEORA CAPITAL, LLC
Boca Raton, FL
AUM
$1.54B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-207-0090
NFSG CORPORATION
Boca Raton, FL
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
954-334-3450
NOESIS CAPITAL MANAGEMENT CORP
Boca Raton, FL
AUM
$876.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-999-9888
SINGER WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$782.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
561-998-9985
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$766.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 416-2992
FIDUCIARY FAMILY OFFICE, LLC
Boca Raton, FL
AUM
$747.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 353-4440
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
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
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
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
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
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
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
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
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
Page 1 of 2Next