ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
Coral Gables, FL
AUM
$690.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
305.373.8033
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
VENTIRA PRIVATE WEALTH MANAGEMENT LTD.
Zurich, FL
AUM
$682.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
0041 41 748 22 90
SYNERGY INVESTMENT MANAGEMENT LLC
Altamonte Springs, FL
AUM
$681.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
321-203-4458
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
Boca Raton, FL
AUM
$679.5M
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION
561-961-1000
HUDSON VALUE PARTNERS, LLC
Palm Beach, FL
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-343-9772
SUMMIT WEALTH PARTNERS, LLC
Orlando, FL
AUM
$675.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-656-2252
ADVANTAGE WEALTH PARTNERS
Fort Myers, FL
AUM
$675.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
239-561-1155
TRUVESTMENTS CAPITAL LLC
Sarasota, FL
AUM
$660.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(855) 955-1982
HIGHPOST CAPITAL, LLC
West Palm Beach, FL
AUM
$657.2M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-634-3305
COLLABORATIVE WEALTH
Lake Mary, FL
AUM
$653.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-792-3336
DALE K. EHRHART, INC.
Venice, FL
AUM
$648.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
941-485-8220
POWELL INVESTMENT ADVISORS, LLC
Miami, FL
AUM
$648.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
786-470-3480
ABACUS FCF ADVISORS LLC
Orlando, FL
AUM
$642.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
212-217-2597
EVE PARTNERS
Ponte Vedra Beach, FL
AUM
$641.3M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
904-875-5375
VIZCAYA CAPITAL, LLC
Miami, FL
AUM
$631.4M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Performance-based fees +1 more
305-602-5725
CENTRICA WEALTH MANAGEMENT
Miami, FL
AUM
$627.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
305-686-7910
B&C FINANCIAL ADVISORS
Ponte Vedra Beach, FL
AUM
$626.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-273-9850
INDUSTRIAL DEVELOPMENT FUNDING LLC
Miami Beach, FL
AUM
$624.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
917-658-7661
BLUE OCEAN CAPITAL
West Palm Beach, FL
AUM
$619.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-659-3301
TACTIVE ADVISORS, LLC
Sarasota, FL
AUM
$619.0M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM
855-282-2848
H.I.G. WHITEHORSE ADVISERS, LLC
Miami, FL
AUM
$615.1M
Wealth Mgmt
Team
69 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-379-2322
DARWIN WEALTH MANAGEMENT
Tampa, FL
AUM
$614.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
813-579-4074
ZEGA INVESTMENTS, LLC
Palm Beach Gardens, FL
AUM
$614.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
800.380.9342
ROSE CAPITAL ADVISORS, LLC
Miami Beach, FL
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
305-534-7673