ATLANTIC FAMILY WEALTH, LLC
Coral Gables, FL
AUM
$210.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-222-0977
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
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
STILLWATER WEALTH MANAGEMENT GROUP LLC
Juno Beach, FL
AUM
$206.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(561) 214-4125
FLAVIN FINANCIAL SERVICES, INC.
Melbourne, FL
AUM
$205.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(321) 725-4700
U.S. PRIVATE WEALTH, LLC
Palm Beach Gardens, FL
AUM
$200.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561.855.4635
RWA ADVISORS
Boca Raton, FL
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-288-1160
ATLANTIC WEALTH PARTNERS, LLC
Jupiter, FL
AUM
$198.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
561-632-0566
GRAND CENTRAL INVESTMENT GROUP, LLC
Tampa, FL
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-251-4200
NEIL JESANI WEALTH MANAGEMENT
Sunrise, FL
AUM
$194.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(954) 800-0460
ONE WEALTH INVESTORS
Boca Raton, FL
AUM
$193.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 289-8105
DAVIS PRIVATE WEALTH, LLC
Royal Palm Beach, FL
AUM
$192.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 284-8999
ARMADA ADVISORS
Pensacola, FL
AUM
$190.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
850-497-6167
FINANCIAL INDEPENDENCE ADVISORS, LLC
Jacksonville, FL
AUM
$189.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
904-605-4545
SILER WEALTH MANAGEMENT
Longwood, FL
AUM
$188.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-831-8002
MERITED WEALTH, LLC
North Bay Village, FL
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
305.722.0091
VIGIL WEALTH MANAGEMENT, LLC
Ponte Vedra Beach, FL
AUM
$186.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(904) 709-4810
ALLEGIANCE FINANCIAL ADVISORS, INC.
Jacksonville, FL
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-642-4401
HOROWITZ & COMPANY, INC.
Fort Lauderdale, FL
AUM
$180.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-349-0800
PALM WEALTH PARTNERS
Boca Raton, FL
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(954) 632-2555
FAMILYWEALTH ASSET MANAGEMENT
Lake Mary, FL
AUM
$177.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
866-746-3743
PARABLE WEALTH ADVISORS
St. Augustine, FL
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(904) 420-0008
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
STRONGHOLD WEALTH MANAGEMENT L.L.C.
Tampa, FL
AUM
$172.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-775-7099
BURGESS CHAMBERS & ASSOCIATES INC
Orlando, FL
AUM
$165.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
407-644-0111