Falists

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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in FL

779 advisers found

MEIRA WEALTH

Coral Gables, FL

AUM

$317.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

305-670-4440

OPINICUS

Tampa, FL

AUM

$297.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +3 more

(813) 443-4767

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