CIFC PRIVATE CREDIT MANAGEMENT LLC
Miami, FL
AUM
$289.9M
Wealth Mgmt
Team
89 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-652-3250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
374 advisers found
ONE STONE PARTNERS L.L.C.
Miami, FL
AUM
$289.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-744 4255
BAU ADVISORS
Miami, FL
AUM
$286.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-425-1494
FDI WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$283.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-875-7673
MIDTOWN INVESTMENT ADVISORS LLC
Miami, FL
AUM
$278.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-961-1115
FINANCIAL DESIGNS WEALTH MANAGEMENT
Miami, FL
AUM
$261.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
786-388-0070
ABF INVESTMENT MANAGEMENT, LLC
Miami, FL
AUM
$253.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-564-2029
MORI HUSTON PARTNERS
Miami, FL
AUM
$241.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-856-9303
TRUE WEALTH ADVISORY GROUP
Miami, FL
AUM
$240.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEES
786.358.0050
CREO CAPITAL PARTNERS MANAGEMENT LLC
Miami, FL
AUM
$235.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
305-998-0078
L&S INVESTMENT ADVISORS, LLC
Miami, FL
AUM
$231.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-241-7000
UNIMAR
Miami, FL
AUM
$230.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-245-4164
WELCY CAPITAL ADVISORS LLC
Miami, FL
AUM
$225.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
786.353.0036
OCEANIS FINANCIAL ADVISORS, INC.
Miami, FL
AUM
$225.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
305-330-4398
PARE PARTNERS II LLC
Miami, FL
AUM
$210.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-866-8010
ADVISORY INVESTOR SERVICES LLC
Miami, FL
AUM
$209.9M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
786-462-6044
UCAP AMERICAS
Miami, FL
AUM
$208.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; 12B-1 FEES
646-809-3600
021 INVESTMENTS LLC
Miami, FL
AUM
$205.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-202-1730
SAUL WEALTH ADVISORS, LLC
Miami, FL
AUM
$201.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-457-1990
NUMA
Miami, FL
AUM
$192.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-315-4824
CALUMET CAPITAL PARTNERS LLC
Miami, FL
AUM
$191.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-543-2102
AMICORP WEALTH SERVICES
Miami, FL
AUM
$188.5M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(786) 8421075
VISION ONE MANAGEMENT PARTNERS, LP
Miami, FL
AUM
$184.7M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-826-9138