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.
88 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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