DIAPHANUM
Madrid, FL
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
+34 912 44 92 23
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
AUM
$1.37B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 714-6220
BBVA GLOBAL WEALTH ADVISORS, INC.
Miami, FL
AUM
$1.36B
Wealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM
3052057752
HOBE MOUNTAIN CAPITAL MANAGEMENT LLC
West Palm Beach, FL
AUM
$1.35B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
728-300-6754
FIFTH AVENUE FAMILY OFFICE
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
239-262-6300
INTELLUS ADVISORS, LLC
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
239-649-3600
MOISAND FITZGERALD TAMAYO, LLC
Orlando, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
407-869-6228
AUM
$1.35B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-218-6278
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
NORTHAMPTON CAPITAL PARTNERS
Miami, FL
AUM
$1.31B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
914-309-1746
CRYSTAL CAPITAL PARTNERS, LLC
Bay Harbor Islands, FL
AUM
$1.30B
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM
305-868-1500
RIZVI TRAVERSE MANAGEMENT, LLC
West Palm Beach, FL
AUM
$1.29B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-594-4751
IBEX WEALTH ADVISORS, LLC
West Palm Beach, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-849-4800
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
AMERICAN FINANCIAL ADVISORS INC
Winter Park, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-207-9006
CANAL ROAD CAPITAL, LLC
Miami, FL
AUM
$1.26B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-488-6000
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, FL
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
772-778-0552
ULLMANN WEALTH PARTNERS
Jacksonville Beach, FL
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
904-280-3700
KORE ADVISORS LP
Boynton Beach, FL
AUM
$1.24B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-737-1721
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
INVESTMENT ADVISORY GROUP LLC
Sarasota, FL
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-826-1235
AMERGIN ASSET MANAGEMENT, LLC
Boca Raton, FL
AUM
$1.21B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-760-1957
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
561-447-1997
FINBACK INVESTMENT PARTNERS
Coral Gables, FL
AUM
$1.20B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
305-416-2626