COMPREHENSIVE WEALTH SOLUTIONS, LLC
Boca Raton, FL
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-294-4979
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
HIGHLAND INVESTMENT ADVISORS LLC
Ponte Vedra, FL
AUM
$368.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
414-755-2309
INVENIO WEALTH PARTNERS, LLC
Coral Gables, FL
AUM
$364.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
971-371-3450
MRA ADVISORY GROUP
Sarasota, FL
AUM
$361.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Subscription fees +1 more
844.672.7623
MFP FINANCIAL SERVICES, LLC
Safety Harbor, FL
AUM
$361.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-443-3300
ACP CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$360.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
305-670-4180
AURORA INVESTMENT MANAGERS, LLC
Naples, FL
AUM
$358.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-390-8001
LIFESPAN FINANCIAL STRATEGIES, INC.
Weston, FL
AUM
$357.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
954-385-7812
SALTMARSH FINANCIAL ADVISORS, LLC
Pensacola, FL
AUM
$356.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
850-435-8300
LIFE PLANNING PARTNERS, INC.
Jacksonville, FL
AUM
$354.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
904-448-5158
TARGETED FINANCIAL SERVICES, LLC
Seminole, FL
AUM
$353.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
732-750-9880
AVORY & CO.
Miami, FL
AUM
$353.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-306-9494
CAYSIDE PARTNERS
Jupiter, FL
AUM
$353.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-768-9621
ARAGON CAPITAL LLC
Fort Lauderdale, FL
AUM
$349.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(786) 529-6540
OPAL CAPITAL LLC
Boca Raton, FL
AUM
$348.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
917-716-6257
HERITAGE OAK WEALTH ADVISORS
Santa Rosa Beach, FL
AUM
$347.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; ANNUAL RETAINER FEE
(479) 230-3113
BLACK TORO LLC
Miami, FL
AUM
$345.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
786 753-7009
TERAMO ADVISORS, LLC
Naples, FL
AUM
$344.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
239-734-3625
AUM
$344.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-929-3258
VICTRIX INVESTMENT ADVISORS
Stuart, FL
AUM
$343.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
772-320-9658
DHODY INVESTMENT GROUP
Miami Beach, FL
AUM
$341.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 433-4250
RM PRIVATE WEALTH MANAGEMENT
Miami, FL
AUM
$340.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
571-332-7618
PREMIA GLOBAL ADVISORS, LLC
Coral Gables, FL
AUM
$340.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(786) 646-9140
AMERITY WEALTH MANAGEMENT, LLC
Lakeland, FL
AUM
$338.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(863) 683-1750