BANYAN GLOBAL INVESTMENT ADVISORS, LLC
Boca Raton, FL
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
561-847-3596
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
BARNETT CAPITAL ADVISORS LLC
Miami, FL
AUM
$161.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
305-328-8538
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
Bradenton, FL
AUM
$161.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-756-4500
DORMAN FINANCIAL MANAGEMENT, P.A.
Maitland, FL
AUM
$160.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
407-774-6815
RBF CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$160.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
941-870-1944
FAIRWAY FINANCIAL, LLC
Casselberry, FL
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-628-0850
FUSCO FINANCIAL SERVICES INC
Wilton Manors, FL
AUM
$159.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
954-524-0900
STRIVUS WEALTH PARTNERS LLC
Jacksonville Beach, FL
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(904) 685-1505
WAYPOINTS FINANCIAL
Sebring, FL
AUM
$157.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
863-402-5650
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Bradenton, FL
AUM
$156.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
941-914-9422
UNIFY FINANCIAL ADVISORS
Clearwater, FL
AUM
$155.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
727-306-0299
BRIA CAPITAL GROUP, LLC
Wesley Chapel, FL
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-448-1122
MAGGI INVESTMENT SERVICES, LLC
Oldmar, FL
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
727-799-1701
AMERICAN ASSET MANAGEMENT INC.
Boca Raton, FL
AUM
$153.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
561-955-8500
CRAMER & RAUCHEGGER, INC.
Maitland, FL
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
407-645-4433
UNIFIED WEALTH MANAGEMENT LLC
Oldsmar, FL
AUM
$151.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
727-216-8051
AUREUM WEALTH MANAGEMENT, LLC
North Palm Beach, FL
AUM
$150.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 209-1120
CLARITY FINANCIAL ADVISORS LLC
St.. Petersburg, FL
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(816) 786-5031
GUARDANT WEALTH ADVISORS
Miami, FL
AUM
$149.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
305-845-7511
ENTELEVEST, LLC
Coral Gables, FL
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-390-4197
WEALTHGEN ADVISORS, LLC
Sarasota, FL
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(941) 706-4151
MANNA WEALTH MANAGEMENT
Miami Beach, FL
AUM
$146.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
305-306-7107
SPYRNAL FINANCIAL GROUP
Bokeelia, FL
AUM
$145.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
239.282.2835
JAMES I. BLACK & COMPANY
Lakeland, FL
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
863-686-4163