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 Trusts & Estates advisors in FL, MIAMI
145 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
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
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
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
VALOR ADVISORS LLC
Miami, FL
AUM
$4.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
305-424-1432
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
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
AUM
$2.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-482-8000
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
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
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
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
BBVA GLOBAL WEALTH ADVISORS, INC.
Miami, FL
AUM
$1.36B
Wealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM
3052057752
ALLIE FAMILY OFFICE LLC
Miami, FL
AUM
$1.32B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
786-635-7162
BIGSUR PARTNERS, LLC
Miami, FL
AUM
$1.28B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-740-6777
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
MACERATIO LLC
Miami, FL
AUM
$1.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-398-9010
FOUNDERS FAMILY OFFICE
Miami, FL
AUM
$1.12B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305 650-2997
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
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