NAPLES MONEY MANAGEMENT LLC
Naples, FL
AUM
$164.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
239-261-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
BARNETT CAPITAL ADVISORS LLC
Miami, FL
AUM
$161.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
305-328-8538
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
Bradenton, FL
AUM
$161.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-756-4500
GLAXIS CAPITAL MANAGEMENT, LLC
Sarasota, FL
AUM
$160.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(941) 556 5333
RBF CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$160.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
941-870-1944
WAYPOINTS FINANCIAL
Sebring, FL
AUM
$157.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
863-402-5650
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Bradenton, FL
AUM
$156.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
941-914-9422
401K GENERATION
Altamonte Springs,, FL
AUM
$156.4M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 998-5879
MAGGI INVESTMENT SERVICES, LLC
Oldmar, FL
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
727-799-1701
UNIFIED WEALTH MANAGEMENT LLC
Oldsmar, FL
AUM
$151.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
727-216-8051
AUREUM WEALTH MANAGEMENT, LLC
North Palm Beach, FL
AUM
$150.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 209-1120
CLARITY FINANCIAL ADVISORS LLC
St.. Petersburg, FL
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(816) 786-5031
COLUMN PARK ASSET MANAGEMENT, LP
Cocoa Beach, FL
AUM
$148.8M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-650-5110
ENTELEVEST, LLC
Coral Gables, FL
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-390-4197
WEALTHGEN ADVISORS, LLC
Sarasota, FL
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(941) 706-4151
CYPRESS CAPITAL
Tallahassee, FL
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
850-583-5377
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
Boca Raton, FL
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
561-391-8188
STORMS & ROWDON FINANCIAL SERVICES, INC.
Ormond Beach, FL
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(386) 677-0191
PRINCE ASSET MANAGEMENT, INC.
Sarasota, FL
AUM
$137.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
941-363-9090
RUGGIERO INVESTMENTS
West Palm Beach, FL
AUM
$137.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 777-4726
FR FINANCIAL ADVISORS LLC
Coral Springs, FL
AUM
$135.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-755-0222
RED REEF ADVISORS LLC
Boca Raton, FL
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-400-3285
1ST DISCOUNT BROKERAGE, INC.
Lake Worth, FL
AUM
$131.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-515-3200
STERLING BRIDGE FINANCIAL GROUP LLC
Palm Harbor, FL
AUM
$131.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(727) 250-4130