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 Retirement Planning advisors in FL, MIAMI
36 advisers found
LOOP CAPITAL ASSET MANAGEMENT
Miami, FL
AUM
$10.81B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-379-2100
HQ CAPITAL PRIVATE EQUITY LLC
Miami, FL
AUM
$5.40B
Wealth MgmtRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-944-0500
INSIGNEO ADVISORY SERVICES, LLC
Miami, FL
AUM
$5.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
178 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305.373.9000
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
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
GFG CAPITAL
Miami, FL
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-810-6500
DAYBRIGHT ADVISORY SERVICES, INC.
Miami, FL
AUM
$997.4M
Wealth MgmtRetirementFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-671-2200
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
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
BCI SECURITIES, INC.
Miami, FL
AUM
$402.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-929-5500
GALAPAGOS ADVISORY LLC
Miami, FL
AUM
$395.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3055155878
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
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
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
CORRALES & CO.
Miami, FL
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(239) 421-5359
BARNETT CAPITAL ADVISORS LLC
Miami, FL
AUM
$161.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
305-328-8538
CORAL WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$124.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-671-3914
SULZBERGER CAPITAL ADVISORS, INC.
Miami, FL
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
305-573-4900
CONTRAST CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$82.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 388-1529
LONGMAN WEALTHCARE MANAGEMENT, LLC
Miami, FL
AUM
$78.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
305-892-8598
Page 1 of 2Next