AUM
$293.6M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
703-307-5527
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
MADDEN ADVISORY SERVICES, INC.
Jacksonville, FL
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
904-296-1127
THE PALMER KNIGHT COMPANY
Jacksonville, FL
AUM
$285.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-358-9080
FDI WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$283.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-875-7673
COVINGTONALSINA
Jacksonville, FL
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(904) 449-7326
PALM VALLEY CAPITAL MANAGEMENT
Jacksonville Beach, FL
AUM
$281.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-747-2345
SUCCESSFUL PORTFOLIOS LLC
Clearwater, FL
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-744-3614
SMITH ASSET MANAGEMENT CO., LLC
Chiefland, FL
AUM
$281.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
352-493-7700
CHRONOS WEALTH MANAGEMENT, L.L.C.
Clearwater, FL
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(727) 446-2306
PRIVATE WEALTH GROUP, LLC
Tampa, FL
AUM
$274.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
813-226-1900
RIVERPLACE CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$267.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
904-346-3460
INNOVA ADVISORS
Coral Gables, FL
AUM
$264.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-646-1557
WATERSTONE FINANCIAL ADVISORY LLC
Fort Myers, FL
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
239-288-0977
FINANCIAL DESIGNS WEALTH MANAGEMENT
Miami, FL
AUM
$261.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
786-388-0070
TRUSTWELL FINANCIAL ADVISORS, LLC
Jacksonville, FL
AUM
$260.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-996-7800
BRIDGE GENERATIONS WEALTH MANAGEMENT
South Miami, FL
AUM
$259.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
305-666-9411
DAVIS CAPITAL MANAGEMENT
Jacksonville, FL
AUM
$259.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
904-223-0510
MCDONOUGH CAPITAL MANAGEMENT, INC.
Orlando, FL
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
407-248-9647
KRUSEN CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
$255.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-370-7439
MENDON CAPITAL ADVISORS CORP
Key Largo, FL
AUM
$253.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585-770-1770
WASHBURN CAPITAL MANAGEMENT INC.
Vero Beach, FL
AUM
$253.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
772-564-7291
BRIDGES CAPITAL LLC
Fort Lauderdale, FL
AUM
$251.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES
954-271-1075
COGENT PRIVATE WEALTH
Orlando, FL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(407) 887-4965
FIRSTRUST
Daytona Beach, FL
AUM
$250.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
386-788-3737