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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
SPRAKER WEST WEALTH MANAGEMENT, INC
Winter Park, FL
AUM
$265.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-478-7899
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
SEMUS WEALTH PARTNERS, LLC
Boca Raton, FL
AUM
$262.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-465-7550
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
UTOPIA WEALTH MANAGEMENT, LLC
Coconut Creek, FL
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
754-264-4778
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
CENTER FOR ASSET MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$257.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-625-0900
RD LEWIS WEALTH MANAGEMENT
Maitland, FL
AUM
$256.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-446-3737
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
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Orlando, FL
AUM
$254.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
1-407-362-7753
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
MARIACA WEALTH MANAGEMENT, LLC
Wellington, FL
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
561-650-8061
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
OXENFREE FINANCIAL
Melbourne, FL
AUM
$249.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-722-7882
CASSEDY FINANCIAL GROUP, INC.
Tampa, FL
AUM
$248.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-251-0004
NOVA WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$247.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
239-444-1794
RINALDI WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$243.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-444-6111