DALE K. EHRHART, INC.
Venice, FL
AUM
$648.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
941-485-8220
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
ABACUS FCF ADVISORS LLC
Orlando, FL
AUM
$642.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
212-217-2597
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
B&C FINANCIAL ADVISORS
Ponte Vedra Beach, FL
AUM
$626.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-273-9850
INDUSTRIAL DEVELOPMENT FUNDING LLC
Miami Beach, FL
AUM
$624.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
917-658-7661
BLUE OCEAN CAPITAL
West Palm Beach, FL
AUM
$619.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-659-3301
ZEGA INVESTMENTS, LLC
Palm Beach Gardens, FL
AUM
$614.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
800.380.9342
ROSE CAPITAL ADVISORS, LLC
Miami Beach, FL
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
305-534-7673
DEUTERIUM CAPITAL MANAGEMENT, LLC
Clearwater, FL
AUM
$603.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
727-204-7570
HARVEY CAPITAL MANAGEMENT INC
Palm Beach, FL
AUM
$579.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-804-9181
SILVERVIEW CREDIT PARTNERS LP
Tampa, FL
AUM
$577.3M
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-205-6225
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Jacksonville, FL
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-281-9261
INCA INVESTMENTS, LLC
Miami, FL
AUM
$569.6M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-722-4300
FIORI FINANCIAL GROUP
Fort Lauderdale, FL
AUM
$567.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
954-763-2600
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
ATTICUS WEALTH MANAGEMENT
Palm Beach Gardens, FL
AUM
$565.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-425-9500
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
PAULSON WEALTH MANAGEMENT INC.
West Palm Beach, FL
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
407-957-0074
F&V CAPITAL MANAGEMENT, L.L.C.
Boca Raton, FL
AUM
$557.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-208-1081
LAS OLAS CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$551.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
954-289-4692
GLOBAL ASSETS ADVISORY, LLC
Orlando, FL
AUM
$551.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM
407-254-1500
COMPOUND FAMILY OFFICES, LLC
Sarasota, FL
AUM
$540.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
(941) 556-9294
CONSILIUM INVESTMENT MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$540.6M
Wealth MgmtRetirementInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
954-315-9380
JACKSONVILLE WEALTH MANAGEMENT
Jacksonville, FL
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-923-7526