BAYVIEW ASSET MANAGEMENT, LLC
Coral Gables, FL
AUM
$64.21B
Wealth MgmtInstitutional
Team
195 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
305-854-8880
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, CORAL GABLES
72 advisers found
WE FAMILY OFFICES
Coral Gables, FL
AUM
$17.75B
Financial PlanningWealth MgmtTrusts & Estates
Team
35 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
305-825-2225
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
TRIVEST INVESTMENT ADVISORS, LLC
Coral Gables, FL
AUM
$6.01B
Wealth Mgmt
Team
73 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-858-2200
ARCHPOINT INVESTORS
Coral Gables, FL
AUM
$4.13B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
786-810-3660
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
MAS ADVISORS LLC
Coral Gables, FL
AUM
$2.56B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786-364-3101
TALLVINE PARTNERS MANAGEMENT LP
Coral Gables, FL
AUM
$1.42B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-475-3890
SEAVIEW INVESTMENT MANAGERS LLC
Coral Gables, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-330-2332
FINBACK INVESTMENT PARTNERS
Coral Gables, FL
AUM
$1.20B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
305-416-2626
STORGE
Coral Gables, FL
AUM
$866.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
7859692515
AMERANT INVESTMENTS, INC.
Coral Gables, FL
AUM
$782.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
0
Fees
Percentage of AUM
305-460-8599
BAYSHORE WEALTH ADVISORS
Coral Gables, FL
AUM
$740.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
786-888-9400
ASTON CAPITAL MANAGEMENT
Coral Gables, FL
AUM
$711.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305 722 5989
MAXIMAI INVESTMENT PARTNERS, LLC
Coral Gables, FL
AUM
$695.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-332-6050
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
Coral Gables, FL
AUM
$690.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
305.373.8033
DRIFTWOOD ADVISORS, LLC
Coral Gables, FL
AUM
$568.8M
Wealth Mgmt
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-500-9998
CEETO CAPITAL GROUP, LLC
Coral Gables, FL
AUM
$531.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
786-477-6445
MERIDIANA
Coral Gables, FL
AUM
$441.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-448-0014
KIRTLAND FINANCIAL MANAGEMENT, INC.
Coral Gables, FL
AUM
$396.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(305) 648-0006
PINVEST
Coral Gables, FL
AUM
$377.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786 244-7346 786 458-8491
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
PREMIA GLOBAL ADVISORS, LLC
Coral Gables, FL
AUM
$340.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(786) 646-9140
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
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