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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
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
FOGEL CAPITAL MANAGEMENT INC
Stuart, FL
AUM
$436.7M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
772-223-9686
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
COMPASS FINANCIAL GROUP, INC.
Deerfield Beach, FL
AUM
$429.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
954-481-2607
HAVEN PRIVATE
Orlando, FL
AUM
$428.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
321-329-8674
FORZA WEALTH MANAGEMENT
Sarasota, FL
AUM
$422.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
941-203-3748
HOLLANDER ASSET MANAGEMENT LLC
Miami, FL
AUM
$419.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-579-9255
MILLER VALUE PARTNERS, LLC
Sarasota, FL
AUM
$418.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-454-3130
QUANTUM PRIVATE WEALTH, LLC
Tampa, FL
AUM
$418.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-474-1400
COQUINA PRIVATE WEALTH ADVISORS
Port Charlotte, FL
AUM
$417.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
941-206-5120
SEVEN MILE ADVISORY LLC
Tallahassee, FL
AUM
$416.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-365-5562
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
Pompano Beach, FL
AUM
$416.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
954-473-1110
CLEARWELL GROUP
Tampa, FL
AUM
$413.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(813) 435-5600
NORTHBRIDGE FINANCIAL GROUP, LLC
Tampa, FL
AUM
$413.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 877-8000
CODE WAECHTER LLC
Tampa, FL
AUM
$409.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
813-287-8775
CLARITY CAPITAL ADVISORS, LLC
Lakewood Ranch, FL
AUM
$406.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Fixed fees
(800) 345-4635
GUERRA WEALTH ADVISORS
Miami, FL
AUM
$406.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
305-448-1011
QP WEALTH MANAGEMENT, LLC
Boca Raton, FL
AUM
$405.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-526-2701
CORE WEALTH MANAGEMENT, INC.
Jupiter, FL
AUM
$404.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
561-491-0231
KANEN WEALTH MANAGEMENT LLC
Coconut Creek, FL
AUM
$404.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
631-863-3100
BCI SECURITIES, INC.
Miami, FL
AUM
$402.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-929-5500
PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, FL
AUM
$402.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-988-5540