SANCTUARY ADVISORS, LLC
Miami, FL
AUM
$34.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
396 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
317-975-7729
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, MIAMI
61 advisers found
GENTRUST
Miami, FL
AUM
$5.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
305-677-6688
ALIYA CAPITAL PARTNERS LLC
Miami, FL
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-831-4999
FINACCESS ADVISORS, LLC
Miami, FL
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
305.377.1112
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
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
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
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
ELEMENT POINTE FAMILY OFFICE
Miami, FL
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
(786) 655-9790
SOLLINDA CAPITAL MANAGEMENT LLC
Miami, FL
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8446621211
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
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
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
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
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
GALAPAGOS ADVISORY LLC
Miami, FL
AUM
$395.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3055155878
LRZ CAPITAL LLC
Miami, FL
AUM
$370.0M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-615-0215
RM PRIVATE WEALTH MANAGEMENT
Miami, FL
AUM
$340.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
571-332-7618
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
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
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
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
THE ATLAS FINANCIAL GROUP
Miami, FL
AUM
$174.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
786 233 6233
Page 1 of 3Next