GQG PARTNERS
Fort Lauderdale, FL
AUM
$163.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
754-218-5500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, FORT LAUDERDALE
24 advisers found
COMMUNITY CAPITAL MANAGEMENT, LLC
Fort Lauderdale, FL
AUM
$7.00B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
877-272-1977
IMPERIAL FUND ASSET MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$6.84B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 226-5200
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-712-8888
SOUND INCOME STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$4.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
134 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-487-1860
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Fort Lauderdale, FL
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
954-524-5552
CHANNING GLOBAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$1.11B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
305-517-5107
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Fort Lauderdale, FL
AUM
$722.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-533-7144
FIORI FINANCIAL GROUP
Fort Lauderdale, FL
AUM
$567.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
954-763-2600
LAS OLAS CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$551.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
954-289-4692
EXODUS WEALTH, LLC
Fort Lauderdale, FL
AUM
$483.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-791-4444
ARAGON CAPITAL LLC
Fort Lauderdale, FL
AUM
$349.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(786) 529-6540
BRIDGES CAPITAL LLC
Fort Lauderdale, FL
AUM
$251.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES
954-271-1075
HOROWITZ & COMPANY, INC.
Fort Lauderdale, FL
AUM
$180.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-349-0800
HELLER PRIVATE WEALTH
Fort Lauderdale, FL
AUM
$95.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
954-995-4761
PRYM ADVISORS LLC
Fort Lauderdale, FL
AUM
$76.4M
Trusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-904-0156
MURRAY STREET CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
954-314-6700
WIGGIN FINANCIAL SERVICES
Fort Lauderdale, FL
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(954) 390-6191
BRICKSTONE ADVISORS
Fort Lauderdale, FL
AUM
$2.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-944-9072
CAPITAL MANAGEMENT GROUP
Fort Lauderdale, FL
AUM
$2.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6192125214
ROSCHMAN CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$1.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
954-343-2466
WEATHERVANE ASSET MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$384.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-305-9438
Full profileNo website
INTEGRATED FINANCIAL STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
954-526-8339
Full profileNo website
FINANCIAL PLANNING SERVICES, INC.
Fort Lauderdale, FL
AUM
$20.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
954-526-8339
Full profileNo website