GLOBAL ASSETS ADVISORY, LLC
Orlando, FL
AUM
$551.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM
407-254-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
FLORIDA ATLANTIC SECURITIES CORP.
Miami, FL
AUM
$547.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-670-9250
COMPOUND FAMILY OFFICES, LLC
Sarasota, FL
AUM
$540.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
(941) 556-9294
CONSILIUM INVESTMENT MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$540.6M
Wealth MgmtRetirementInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
954-315-9380
JACKSONVILLE WEALTH MANAGEMENT
Jacksonville, FL
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-923-7526
CEETO CAPITAL GROUP, LLC
Coral Gables, FL
AUM
$531.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
786-477-6445
NOBLE FAMILY WEALTH
Clearwater, FL
AUM
$527.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
727-674-1462
COMPASS FINANCIAL ADVISORY SERVICES, LLC
Ormond Beach, FL
AUM
$527.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(386) 673-5191
AUM
$526.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-358-7052
CONVERGENCE INVESTMENT PARTNERS, LLC
Palm Beach Gardens, FL
AUM
$523.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
561-494-8001
DISCIPLINED EQUITY MANAGEMENT, INC.
Neptune Beach, FL
AUM
$521.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(904) 222-0280
BICYCLE CAPITAL
Coconut Grove, FL
AUM
$518.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-917-902-2910
UHLER VERTICH WHITE ADVISORS
Fort Myers, FL
AUM
$513.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
239-936-6300
PHARVISION ADVISERS, LLC
Boca Raton, FL
AUM
$513.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-614-6014
CLIENT 1ST ADVISORY GROUP
Dunedin, FL
AUM
$511.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-450-2301
INSTRUMENTAL WEALTH, LLC
Tampa, FL
AUM
$508.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
813-578-7001
KAUFMAN ROSSIN WEALTH, LLC
Miami, FL
AUM
$506.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
305-646-6071
CREAND MANAGEMENT
Miami, FL
AUM
$506.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
305-358-8844
POLAR CAPITAL (AMERICA) CORPORATION
Tampa, FL
AUM
$505.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
011442072272700
PUNCH CARD MANAGEMENT
Winter Park, FL
AUM
$505.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-367-4347
XCEL WEALTH MANAGEMENT, LLC
Holly Hill, FL
AUM
$497.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
386-872-3440
KLOSTERS CAPITAL
Miami, FL
AUM
$495.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305-907-3421
THE LIFE WEALTH GROUP
Winter Garden, FL
AUM
$490.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-299-4129
TIM LOONEY INVESTMENTS, LLC
Longwood, FL
AUM
$490.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-331-6961