MG&A WEALTH
Plantation, FL
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
954-289-9000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
SOLLINDA CAPITAL MANAGEMENT LLC
Miami, FL
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8446621211
GFG CAPITAL
Miami, FL
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-810-6500
AZIMUT INVESTMENT ADVISORS LLC
Miami, FL
AUM
$1.00B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
786 866 3700
PALM BEACH CAPITAL MANAGEMENT III, LLC
West Palm Beach, FL
AUM
$998.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Performance-based fees; FEES FROM PORTFOLIO COPANIES
561-659-9022
DAYBRIGHT ADVISORY SERVICES, INC.
Miami, FL
AUM
$997.4M
Wealth MgmtRetirementFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-671-2200
OMNIA FAMILY WEALTH, LLC
Aventura, FL
AUM
$994.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-602-9080
KHROM CAPITAL MANAGEMENT
Miami, FL
AUM
$980.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6464366643
UNIQUE WEALTH, LLC
Tampa, FL
AUM
$965.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-816-2030
COMVEST CREDIT MANAGERS, LLC
West Palm Beach, FL
AUM
$956.8M
Wealth MgmtInstitutional
Team
128 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 727-2000
PIONEER FAMILY OFFICE, LLC
North Miami Beach, FL
AUM
$956.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; MINIMUM ACCOUNT CHARGE
305-935-5502
DESTINY WEALTH PARTNERS, LLC
Tavares, FL
AUM
$947.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
352.343.2700
MAC ALPHA CAPITAL MANAGEMENT, LP
Tampa, FL
AUM
$937.8M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-556-9704
TRINITY FUND ADVISORS LLC
Miami, FL
AUM
$930.0M
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-800-1115
BLUE WATER ADVISORS LP
Boca Raton, FL
AUM
$927.9M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(561) 282-0770
LEGACY WEALTH ADVISORS, LLC
North Miami Beach, FL
AUM
$922.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-808-6140
INTEGRITY FIXED INCOME MANAGEMENT
Orlando, FL
AUM
$921.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
407-481-2420
RAINEY & RANDALL WEALTH ADVISORS, INC.
Celebration, FL
AUM
$918.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
727-344-7711
NESTEGGS, INC.
Jacksonville, FL
AUM
$911.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
904-348-3131
TIEMPO CAPITAL PARTNERS
Miami, FL
AUM
$911.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
786-885-2120
AUM
$903.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Performance-based fees; EXPENSE REIMBURSEMENT
574-329-3054
FLAHARTY ASSET MANAGEMENT, LLC
Clearwater, FL
AUM
$901.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-252-1050
COMPASS FINANCIAL MANAGEMENT LLC
Tampa, FL
AUM
$893.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM
813-597-6400
THOMAS J. HERZFELD ADVISORS, INC.
Miami Beach, FL
AUM
$890.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-777-1660