PONTA WEALTH PARTNERS, LLC
Winter Park, FL
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
407-490-4820
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$207.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-349-9200
FLAVIN FINANCIAL SERVICES, INC.
Melbourne, FL
AUM
$205.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(321) 725-4700
MCDERMOTT INVESTMENT ADVISORS, LLC
Naples, FL
AUM
$203.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(610) 882-1460
CAMPBELL FINANCIAL PARTNERS, LLC
Fort Myers, FL
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-454-5333
SAUL WEALTH ADVISORS, LLC
Miami, FL
AUM
$201.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-457-1990
U.S. PRIVATE WEALTH, LLC
Palm Beach Gardens, FL
AUM
$200.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561.855.4635
RWA ADVISORS
Boca Raton, FL
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-288-1160
ATLANTIC WEALTH PARTNERS, LLC
Jupiter, FL
AUM
$198.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
561-632-0566
GRAND CENTRAL INVESTMENT GROUP, LLC
Tampa, FL
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-251-4200
AMUNI FINANCIAL, INC.
St. Petersburg, FL
AUM
$194.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
727-825-0522
NEIL JESANI WEALTH MANAGEMENT
Sunrise, FL
AUM
$194.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(954) 800-0460
ONE WEALTH INVESTORS
Boca Raton, FL
AUM
$193.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 289-8105
DAVIS PRIVATE WEALTH, LLC
Royal Palm Beach, FL
AUM
$192.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 284-8999
ARMADA ADVISORS
Pensacola, FL
AUM
$190.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
850-497-6167
FINANCIAL INDEPENDENCE ADVISORS, LLC
Jacksonville, FL
AUM
$189.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
904-605-4545
SILER WEALTH MANAGEMENT
Longwood, FL
AUM
$188.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-831-8002
AMICORP WEALTH SERVICES
Miami, FL
AUM
$188.5M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(786) 8421075
SFG WEALTH ADVISORS, LLC
Tampa, FL
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(813) 251-9095
MERITED WEALTH, LLC
North Bay Village, FL
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
305.722.0091
VIGIL WEALTH MANAGEMENT, LLC
Ponte Vedra Beach, FL
AUM
$186.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(904) 709-4810
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
Saint Augustine, FL
AUM
$185.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
904-825-0422
RIVERTREE ADVISORS, LLC
Winter Park, FL
AUM
$184.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-599-1104
ECONOLOGICS FINANCIAL ADVISORS
Largo, FL
AUM
$183.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
727-588-1540