DIMENSION CAPITAL MANAGEMENT LLC
Coral Gables, FL
AUM
$7.29B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-371-2776
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL, CORAL GABLES
20 advisers found
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Coral Gables, FL
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
305-448-8882
BAYSHORE WEALTH ADVISORS
Coral Gables, FL
AUM
$740.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
786-888-9400
INVENIO WEALTH PARTNERS, LLC
Coral Gables, FL
AUM
$364.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
971-371-3450
MEIRA WEALTH
Coral Gables, FL
AUM
$317.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
305-670-4440
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
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
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
ATLANTIC FAMILY WEALTH, LLC
Coral Gables, FL
AUM
$210.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-222-0977
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
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
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
ASCENT WEALTH MANAGEMENT GROUP, LLC
Coral Gables, FL
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-444-7317
VIM WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-905-8950
GUITIAN WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-389-7297
FENDZ ASSET MANAGEMENT, INC.
Coral Gables, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
305-562-1944
CAMPBELL WILLIAMS, INC.
Coral Gables, FL
AUM
—
Wealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-441-1450
NORTHEAST CAPITAL MANAGEMENT, INC.
Coral Gables, FL
AUM
$105.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
508-207-6000
Full profileNo website
EBER CAPITAL MANAGEMENT
Coral Gables, FL
AUM
$90.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-669-1460
Full profileNo website