MARTIN INVESTMENT MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$888.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
847-424-9124
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
BAYSHORE CAPITAL
Tampa, FL
AUM
$879.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
(813) 221-3400
NOESIS CAPITAL MANAGEMENT CORP
Boca Raton, FL
AUM
$876.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-999-9888
STORGE
Coral Gables, FL
AUM
$866.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
7859692515
THE HIGH NET WORTH ADVISORY GROUP, LLC
Naples, FL
AUM
$861.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
1-866-906-2325
BRIDGEINVEST LLC
Miami, FL
AUM
$858.6M
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305 749 9887
AROSA CAPITAL MANAGEMENT LP
Miami Beach, FL
AUM
$856.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-218-0550
GFO ASSET MANAGEMENT, LLC
Miami Beach, FL
AUM
$856.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 550-4233
ROSEMAWR MANAGEMENT LLC
Miami Beach, FL
AUM
$843.6M
Wealth MgmtInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-286-9474
AUA PRIVATE EQUITY PARTNERS, LLC
West Palm Beach, FL
AUM
$841.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-851-9500
CONCISE CAPITAL MANAGEMENT, L.P.
Miami, FL
AUM
$838.6M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-371-4578
GLOBAL FINANCIAL PRIVATE CLIENT
Sarasota, FL
AUM
$828.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-441-1624
WALSH & ASSOCIATES, LLC
Sarasota, FL
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-952-1188
PALATINE FUND ADVISORS, LLC
Miami, FL
AUM
$821.4M
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-417-6254
SEGRA CAPITAL MANAGEMENT, LLC
Palm Beach, FL
AUM
$820.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-890-9127
SHORELINE EQUITY PARTNERS, LLC
Neptune Beach, FL
AUM
$815.2M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
904-222-6540
FIRESTONE CAPITAL MANAGEMENT INC
South Miami, FL
AUM
$806.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(305) 669-2119
PSI ADVISORS, LLC
Tampa, FL
AUM
$800.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813)343-3860
FORTRESS WEALTH PLANNING
Ponte Vedra Beach, FL
AUM
$793.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
904-301-4545
NEW WAVE LOANS RESIDENTIAL, LLC
North Miami Beach, FL
AUM
$787.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
PURCHASE & SALE OF PRIVATE MORTGAGES
(305) 512-1124
AUGUSTINE ASSET MANAGEMENT INC
Jacksonville, FL
AUM
$783.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
904-396-6944
SINGER WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$782.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
561-998-9985
AMERANT INVESTMENTS, INC.
Coral Gables, FL
AUM
$782.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
0
Fees
Percentage of AUM
305-460-8599
PORTFOLIO MEDICS, LLC
Bonita Springs, FL
AUM
$780.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
75 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(239) 444-1766