CEETO CAPITAL GROUP, LLC
Coral Gables, FL
AUM
$531.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
786-477-6445
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
AUM
$526.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-358-7052
CONVERGENCE INVESTMENT PARTNERS, LLC
Palm Beach Gardens, FL
AUM
$523.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
561-494-8001
DISCIPLINED EQUITY MANAGEMENT, INC.
Neptune Beach, FL
AUM
$521.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(904) 222-0280
INSTRUMENTAL WEALTH, LLC
Tampa, FL
AUM
$508.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
813-578-7001
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
CREAND MANAGEMENT
Miami, FL
AUM
$506.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
305-358-8844
POLAR CAPITAL (AMERICA) CORPORATION
Tampa, FL
AUM
$505.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
011442072272700
KLOSTERS CAPITAL
Miami, FL
AUM
$495.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305-907-3421
THE LIFE WEALTH GROUP
Winter Garden, FL
AUM
$490.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-299-4129
MARQUIS WEALTH MANAGEMENT GROUP
Fort Myers, FL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-454-1117
XENDIA WEALTH LLC
Miami, FL
AUM
$475.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; % OF FEES THAT OTHER ADVISER RECEIVE
305-415-0060
ALLGEN FINANCIAL ADVISORS, INC.
Orlando, FL
AUM
$475.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
407-210-3888
NOCTUA INTERNATIONAL WMG, LLC
Miami, FL
AUM
$474.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-220-0330
ATYANT CAPITAL MANAGEMENT LTD
Port-Louis, FL
AUM
$470.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
(230) 212-9800
OCTOGONE NA
Miami, FL
AUM
$469.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
305-677-9559
MOSELEY INVESTMENT MANAGEMENT, INC.
Bradention, FL
AUM
$456.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
941-745-2799
WEALTH ADVISORS OF TAMPA BAY
Tampa, FL
AUM
$456.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
813-642-7730
IMZ ADVISORY INC.
Boca Raton, FL
AUM
$452.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-368-2336
MERIDIANA
Coral Gables, FL
AUM
$441.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-448-0014
FORTRESS WEALTH GROUP
Winter Park, FL
AUM
$439.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
407-999-8998
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
CASTLE WEALTH MANAGEMENT
Boynton Beach, FL
AUM
$430.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
561-686-9604
AGIS MANAGEMENT LLC
Clearwater, FL
AUM
$428.7M
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-350-9894