LARCH CAPITAL PARTNERS LLC
Miami, FL
AUM
$3.00B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(786) 677-4120
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
374 advisers found
MMBG INVESTMENT ADVISORS CO.
Miami, FL
AUM
$2.98B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-374-0704
EIR PARTNERS CAPITAL, LP
Miami, FL
AUM
$2.72B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(305) 290-3001
INGHAM RETIREMENT GROUP
Miami, FL
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM
305-671-2200
AZORA CAPITAL LP
Miami, FL
AUM
$2.50B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-651-2231
3650 REIT INVESTMENT MANAGEMENT LLC
Miami, FL
AUM
$2.43B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-901-1010
FOREST AVENUE CAPITAL MANAGEMENT LP
Miami, FL
AUM
$2.41B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-847-9750
AUM
$2.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-482-8000
POINT BREAK CAPITAL MANAGEMENT LLC
Miami, FL
AUM
$2.04B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Fixed fees; SEE NOTE 1 ON SCHEDULE D - MISCELLANEOUS
786-226-8211
ALTHUM ADVISORS LLC
Miami, FL
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
+1 305-456-7645
BULLTICK WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-533-1541
LORIENT CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$1.94B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-247-3900
MORA CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-459-5400
FORA CAPITAL, LLC
Miami, FL
AUM
$1.67B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-558-3902
FORGELIGHT LLC
Miami, FL
AUM
$1.63B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(305) 847-9770
VECTORGLOBAL IAG, INC.
Miami, FL
AUM
$1.63B
Wealth MgmtTrusts & Estates
Team
27 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-350-3350
SIERRA CAPITAL LLC
Miami, FL
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-867-3533
AUM
$1.61B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-929-9200
LOCUST POINT CAPITAL
Miami, FL
AUM
$1.58B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
732-945-7474
CREDICORP CAPITAL ADVISORS LLC
Miami, FL
AUM
$1.58B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
305-455-0975
EIGHTFOLD REAL ESTATE CAPITAL, L.P.
Miami, FL
AUM
$1.43B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-503-4050
ELION PARTNERS, LLC
Miami, FL
AUM
$1.41B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
305-933-3538
AUM
$1.41B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-548-1886
BBVA GLOBAL WEALTH ADVISORS, INC.
Miami, FL
AUM
$1.36B
Wealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM
3052057752