SAAGA
Miami, FL
AUM
$717.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
786-940-3505
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
374 advisers found
ICV PARTNERS, LLC
Miami, FL
AUM
$694.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 455-9600
BRAINVEST WEALTH MANAGEMENT LLC
Miami, FL
AUM
$690.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-224-8834
POWELL INVESTMENT ADVISORS, LLC
Miami, FL
AUM
$648.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
786-470-3480
VIZCAYA CAPITAL, LLC
Miami, FL
AUM
$631.4M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Performance-based fees +1 more
305-602-5725
CENTRICA WEALTH MANAGEMENT
Miami, FL
AUM
$627.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
305-686-7910
H.I.G. WHITEHORSE ADVISERS, LLC
Miami, FL
AUM
$615.1M
Wealth Mgmt
Team
69 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-379-2322
GDA LUMA CAPITAL MANAGEMENT, LP
Miami, FL
AUM
$592.4M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-312-6701
TYRO CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$570.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
330-307-6147
INCA INVESTMENTS, LLC
Miami, FL
AUM
$569.6M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-722-4300
WHITE WOLF CAPITAL ADVISORS, LLC
Miami, FL
AUM
$566.8M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-605-8888
DOWNTOWN WEALTH STUDIOS, LLC
Miami, FL
AUM
$563.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-240-2737
DARA CAPITAL US, INC.
Miami, FL
AUM
$563.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
646-779-9760
FLORIDA ATLANTIC SECURITIES CORP.
Miami, FL
AUM
$547.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-670-9250
AUM
$526.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-358-7052
KAUFMAN ROSSIN WEALTH, LLC
Miami, FL
AUM
$506.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
305-646-6071
CREAND MANAGEMENT
Miami, FL
AUM
$506.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
305-358-8844
KLOSTERS CAPITAL
Miami, FL
AUM
$495.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305-907-3421
XENDIA WEALTH LLC
Miami, FL
AUM
$475.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; % OF FEES THAT OTHER ADVISER RECEIVE
305-415-0060
NOCTUA INTERNATIONAL WMG, LLC
Miami, FL
AUM
$474.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-220-0330
OCTOGONE NA
Miami, FL
AUM
$469.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
305-677-9559
GABLES CAPITAL MANAGEMENT, INC.
Miami, FL
AUM
$438.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-374-9121
HOLLANDER ASSET MANAGEMENT LLC
Miami, FL
AUM
$419.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-579-9255
GUERRA WEALTH ADVISORS
Miami, FL
AUM
$406.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
305-448-1011