Falists

Search advisors

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

374 advisers found

AUM

$60.8M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM; SOLICITOR FEES & ALL OTHER COMP

646-330-5351

Full profileNo website

AUM

$48.9M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

Fees

Percentage of AUM; Hourly charges

786-579-0234

Full profileNo website

AUM

$15.8M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM

786-638-5650

Full profileNo website

SOL FINANCIAL

Miami, FL

AUM

$9.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

305-792-8377

Full profileNo website

AUM

$1.4M

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

786.503.3748

Full profileNo website
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