KENNON FINANCIAL
Sarasota, FL
AUM
$300.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-556-6307
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
UNISON ASSET MANAGEMENT LLC
Aventura, FL
AUM
$298.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-971-5105
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
MATTERS CAPITAL LLC
Coral Gables, FL
AUM
$296.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 528-3701
COLBERT INVESTMENT MANAGEMENT CO
Miami, FL
AUM
$295.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
305-416-9996
DOUGLAS CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$295.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
904-285-7866
CARPENTER, CLAYDON ADVISORS, INC.
Maitland, FL
AUM
$294.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-843-0316
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
THIRD EYE CAPITAL MANAGEMENT, LLC
Miami Beach, FL
AUM
$291.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(732) 447-3019
AUM
$289.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-286-7776
SKYVIEW FINANCIAL GROUP, LLC
Ponte Vedra Beach, FL
AUM
$286.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(888) 406-0444
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
Clearwater, FL
AUM
$286.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
727-734-3334
THE PALMER KNIGHT COMPANY
Jacksonville, FL
AUM
$285.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-358-9080
LIGHTHOUSE RETIREMENT
Ponte Vedra, FL
AUM
$284.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
772-299-7169
PENINSULA ASSET MANAGEMENT INC
Bradenton, FL
AUM
$284.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(941) 748-8680
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
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
SEVEN HILLS FINANCIAL, LLC
Tallahassee, FL
AUM
$280.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
850-219-6699
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
ALPHA ZERO LLC
Boca Raton, FL
AUM
$269.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(561) 576-2599
BARR FINANCIAL SERVICES, LLC
Winter Park, FL
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
407-622-0018