Falists

Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

374 advisers found

CORIENT IA LLC

Miami, FL

AUM

$5.11B

Wealth Mgmt

Team

49 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

(305) 735-2020

Full profileNo website

ANDBANC ADVISORY LLC

Miami, FL

AUM

$806.5M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

10 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

305-702-0601

Full profileNo website

XP ADVISORY US, INC.

Miami, FL

AUM

$792.3M

Wealth MgmtTrusts & Estates

Team

27 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +2 more

786-725-5983

Full profileNo website

ARBALPHA

Miami, FL

AUM

$121.6M

Financial PlanningWealth Mgmt

Team

2 advisors

Clients

0

Fees

Percentage of AUM

786-374-2620

Full profileNo website

BANCARIBE CAPITAL

Miami, FL

AUM

$121.4M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

(305) 200-8800

Full profileNo website

VELTRIA ADVISORS CORP.

Miami, FL

AUM

$113.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

(305) 318-7172

Full profileNo website

OSSIA IM

Miami, FL

AUM

$98.5M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; CONSULTING FEES

305-923-7212

Full profileNo website

ZEST

Miami, FL

AUM

$90.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

3053946486

Full profileNo website
PreviousPage 14 of 16Next