BUCKET LIST WEALTH MANAGEMENT, LLC
The Villages, FL
AUM
$224.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
352-307-8652
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
MFG FAMILY OFFICE LLC
Cdmx, FL
AUM
$221.8M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+17868401006
RIVERGLADES FAMILY OFFICES, LLC
Naples, FL
AUM
$221.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(239) 263-4079
LYNX ADVISORY PARTNERS
Coral Gables, FL
AUM
$221.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(305) 772-7137
PULLEN INVESTMENT MANAGEMENT
Bradenton, FL
AUM
$221.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-361-2195
IRONCLAD INVESTMENTS LLC
Maitland, FL
AUM
$217.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
407-982-1888
WEALTHTRUST ASSET MANAGEMENT, LLC
Destin, FL
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
850-460-8444
SKY ALPHA ASSET ADVISORS
Boca Raton, FL
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
561-410-7790
GLOBAL TRUST WEALTH MANAGEMENT LLC
West Palm Beach, FL
AUM
$213.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-207-9696
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
Jacksonville, FL
AUM
$213.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
904-296-2025
ATLANTIC FAMILY WEALTH, LLC
Coral Gables, FL
AUM
$210.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-222-0977
SUNSTATE WEALTH MANAGEMENT LLC
Coral Gables, FL
AUM
$209.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-567-5524
SHELLMAN INVESTMENT MANAGEMENT, LLC
Coral Gables, FL
AUM
$209.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(786) 655-6180
SOUTHCOL ADVISORS
Naples, FL
AUM
$208.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
239-228-8747
UCAP AMERICAS
Miami, FL
AUM
$208.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; 12B-1 FEES
646-809-3600
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$207.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-349-9200
STILLWATER WEALTH MANAGEMENT GROUP LLC
Juno Beach, FL
AUM
$206.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(561) 214-4125
GUIRY CAPITAL MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$204.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-337-5224
U.S. PRIVATE WEALTH, LLC
Palm Beach Gardens, FL
AUM
$200.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561.855.4635
AUM
$200.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
786-505-4412
GRAND CENTRAL INVESTMENT GROUP, LLC
Tampa, FL
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-251-4200
AMUNI FINANCIAL, INC.
St. Petersburg, FL
AUM
$194.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
727-825-0522
NEIL JESANI WEALTH MANAGEMENT
Sunrise, FL
AUM
$194.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(954) 800-0460
BUCKLEY CAPITAL ADVISORS, LLC
Miami Beach, FL
AUM
$193.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-292-9957