PERSONAL FINANCIAL PROFILES INC
Coral Springs, FL
AUM
$335.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-755-8647
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
VESTA WEALTH MANAGEMENT, LLC
Miami Beach, FL
AUM
$333.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
786-579-2519
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
The Villages, FL
AUM
$332.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
352-633-9046
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Orlando, FL
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-695-7100
POWER FINANCIAL PARTNERS, LLC
Tampa, FL
AUM
$329.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
813-212-2125
OXFORD WEALTH GROUP, LLC
Orlando, FL
AUM
$327.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-495-2004
BASE WEALTH MANAGEMENT
Lakewood Ranch, FL
AUM
$326.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
941-203-6040
STEWARDSHIP ADVISORY GROUP, LLC
Clermont, FL
AUM
$321.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-470-1405
ALHAMBRA INVESTMENT MANAGEMENT LLC
Palmetto Bay, FL
AUM
$320.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
305-233-3772
CAIM LLC
Longboat Key, FL
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
941-388-7249
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
WEALTH PRO ADVISORS, INC.
Sarasota, FL
AUM
$317.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-907-2203
CAMARDA WEALTH ADVISORY GROUP
Fleming Island, FL
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
904-278-1177
NORTHSTAR FINANCIAL PLANNERS, INC.
Plantation, FL
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
954-693-0030
HOLLAND ADVISORY SERVICES, INC.
Ormond Beach, FL
AUM
$307.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
386-671-7526
AUM
$307.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-549-5081
SPECTRA INVESTMENT MANAGEMENT, LLC
Stuart, FL
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(772) 324-5640
EKANTA WEALTH ADVISORS LLC
Coconut Grove, FL
AUM
$306.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-882-9240
GFG SOLUTIONS
Orlando, FL
AUM
$306.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(412) 740-7930
AUM
$303.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
386-516-4759
BRIGHTWATER ADVISORY, LLC
Tampa, FL
AUM
$303.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-251-6310
CAMPBELL CAPITAL MANAGEMENT INC
Miami, FL
AUM
$303.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-670-3140
LIFEINVEST WEALTH MANAGEMENT, LTD
Miami, FL
AUM
$300.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
786-523-0500
AZZENDO WEALTH ADVISORS
Coral Gables, FL
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-648-9814