AZZENDO WEALTH ADVISORS
Coral Gables, FL
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-648-9814
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
88 advisers found
MATTERS CAPITAL LLC
Coral Gables, FL
AUM
$296.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 528-3701
INNOVA ADVISORS
Coral Gables, FL
AUM
$264.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-646-1557
LOYOLA ASSET MANAGEMENT LLC
Coral Gables, FL
AUM
$239.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
305-377-1941
MILLARES ASSET MANAGEMENT, LLC
Coral Gables, FL
AUM
$236.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-662-9649
MBF HEALTHCARE MANAGEMENT II, LLC
Coral Gables, FL
AUM
$235.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-476-5161
ANGELUS INVESTMENT CONSULTING, INC.
Coral Gables, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-928-1551
DRAGUS CAPITAL, LLC
Coral Gables, FL
AUM
$225.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786-477-5777
LYNX ADVISORY PARTNERS
Coral Gables, FL
AUM
$221.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(305) 772-7137
ATLANTIC FAMILY WEALTH, LLC
Coral Gables, FL
AUM
$210.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-222-0977
SUNSTATE WEALTH MANAGEMENT LLC
Coral Gables, FL
AUM
$209.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-567-5524
SHELLMAN INVESTMENT MANAGEMENT, LLC
Coral Gables, FL
AUM
$209.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(786) 655-6180
BRADESCO GLOBAL ADVISORS
Coral Gables, FL
AUM
$181.5M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM
305-523-6536
BALANZ
Coral Gables, FL
AUM
$152.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786 292-7009
ACCUMULATOR OPERATIONS LLC
Coral Gables, FL
AUM
$148.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-813-2420
ENTELEVEST, LLC
Coral Gables, FL
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-390-4197
ADVANTAGE INVESTING, INC.
Coral Gables, FL
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
757-547-8257
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Coral Gables, FL
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
305-372-0299
FUTURA ASSET ADVISORS LLC
Coral Gables, FL
AUM
$114.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(305) 774-9906
GENESIS WEALTH MANAGEMENT, INC.
Coral Gables, FL
AUM
$91.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(786) 393-6960
CANTATA WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$85.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-226-8282
HACHIKO FINANCIAL USA CORP.
Coral Gables, FL
AUM
$62.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-400-8527
FOREM INVESTMENTS LLC
Coral Gables, FL
AUM
$61.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305 462-4267
RIWM, LLC
Coral Gables, FL
AUM
$59.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305-347-8700