ARTIA GLOBAL PARTNERS LP
Miami, FL
AUM
$778.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-710-1384
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
KLH CAPITAL
Tampa, FL
AUM
$773.9M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-222-0160
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$766.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 416-2992
ORANGE INVESTMENT ADVISORS, LLC
Winter Park, FL
AUM
$765.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-758-4082
FSA INVESTMENT GROUP, LLC
Pensacola, FL
AUM
$761.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(850) 696-1550
GATOR CAPITAL MANAGEMENT, LLC
Tampa, FL
AUM
$751.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(813) 282-7870
QTR FAMILY WEALTH, LLC
Lake Mary, FL
AUM
$749.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-745-0715
FIDUCIARY FAMILY OFFICE, LLC
Boca Raton, FL
AUM
$747.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 353-4440
DUDLEY & SHANLEY, INC.
Palm Beach, FL
AUM
$746.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-855-4742
TREMBLANT CAPITAL GROUP
West Palm Beach, FL
AUM
$744.6M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-303-7373
BAYSHORE WEALTH ADVISORS
Coral Gables, FL
AUM
$740.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
786-888-9400
PARADIGM INVESTMENT MANAGEMENT
Miami, FL
AUM
$725.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
7868713411
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Fort Lauderdale, FL
AUM
$722.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-533-7144
MATERETSKY FINANCIAL GROUP
Boynton Beach, FL
AUM
$720.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
561-735-9227
SAAGA
Miami, FL
AUM
$717.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
786-940-3505
G. A. REPPLE & COMPANY
Casselberry, FL
AUM
$716.3M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
407-339-9090
ASTON CAPITAL MANAGEMENT
Coral Gables, FL
AUM
$711.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305 722 5989
ROGAN & ASSOCIATES
Safety Harbor, FL
AUM
$709.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
727-712-3400
BENCH WALK ADVISORS LLC
Boca Raton, FL
AUM
$707.6M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-448-4441
MORANGIE MANAGEMENT LLC
Vero Beach, FL
AUM
$706.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
908-285-6686
CORE WEALTH ADVISORS, INC.
Lakeland, FL
AUM
$702.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
863-904-4745
MAXIMAI INVESTMENT PARTNERS, LLC
Coral Gables, FL
AUM
$695.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-332-6050
ICV PARTNERS, LLC
Miami, FL
AUM
$694.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 455-9600
BRAINVEST WEALTH MANAGEMENT LLC
Miami, FL
AUM
$690.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-224-8834