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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
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
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
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
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
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
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Daytona Beach, FL
AUM
$400.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
386-253-1980
POINCIANA ADVISORS GROUP, LLC
Palm Beach Gardens, FL
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
561-296-0100
GALAPAGOS ADVISORY LLC
Miami, FL
AUM
$395.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3055155878
FAMILYWEALTH
Lake Mary, FL
AUM
$394.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(866) 746-3743
ALTERNATIVE INVESTMENT ADVISORS, LLC
Maitland, FL
AUM
$385.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-261-4242
GLOBAL TRUST
Palm Beach Gardens, FL
AUM
$384.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
561-472-0191
KEATING INVESTMENT COUNSELORS INC
Delray Beach, FL
AUM
$383.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-278-7862
CLEARSHARES LLC
Marco Island, FL
AUM
$382.5M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-292-0959
EATON FINANCIAL GROUP
Coral Springs, FL
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
954-575-9323
MYRIAD ASSET MANAGEMENT ADVISORS LLC
West Palm Beach, FL
AUM
$380.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(561) 823-0896
SCALA CAPITAL LLC
Miami, FL
AUM
$380.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-539-3850
PINVEST
Coral Gables, FL
AUM
$377.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786 244-7346 786 458-8491