ONE WEALTH INVESTORS
Boca Raton, FL
AUM
$193.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 289-8105
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
CALUMET CAPITAL PARTNERS LLC
Miami, FL
AUM
$191.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-543-2102
ARMADA ADVISORS
Pensacola, FL
AUM
$190.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
850-497-6167
FINANCIAL INDEPENDENCE ADVISORS, LLC
Jacksonville, FL
AUM
$189.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
904-605-4545
SILER WEALTH MANAGEMENT
Longwood, FL
AUM
$188.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-831-8002
AMICORP WEALTH SERVICES
Miami, FL
AUM
$188.5M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(786) 8421075
SFG WEALTH ADVISORS, LLC
Tampa, FL
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(813) 251-9095
MERITED WEALTH, LLC
North Bay Village, FL
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
305.722.0091
VIGIL WEALTH MANAGEMENT, LLC
Ponte Vedra Beach, FL
AUM
$186.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(904) 709-4810
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
Saint Augustine, FL
AUM
$185.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
904-825-0422
VISION ONE MANAGEMENT PARTNERS, LP
Miami, FL
AUM
$184.7M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-826-9138
GLOBAL WEALTH MANAGEMENT, L.C.
Deerfield Beach, FL
AUM
$184.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
+1 (341) 201-5599
ECONOLOGICS FINANCIAL ADVISORS
Largo, FL
AUM
$183.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
727-588-1540
ALLEGIANCE FINANCIAL ADVISORS, INC.
Jacksonville, FL
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-642-4401
MURPHY CLARKE WILLIAMS & STONE LLC
Miami Beach, FL
AUM
$181.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(305) 954-1521
HOROWITZ & COMPANY, INC.
Fort Lauderdale, FL
AUM
$180.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-349-0800
ALLARIA ASSET MANAGEMENT, LLC
Miami, FL
AUM
$179.6M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
786-686-5400
PALM WEALTH PARTNERS
Boca Raton, FL
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(954) 632-2555
FAMILYWEALTH ASSET MANAGEMENT
Lake Mary, FL
AUM
$177.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
866-746-3743
PARABLE WEALTH ADVISORS
St. Augustine, FL
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(904) 420-0008
FELLOWSHIP FINANCIAL GROUP
Maitland, FL
AUM
$175.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-949-5888
MACKE FINANCIAL ADVISORY GROUP
Fort Myers, FL
AUM
$175.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-275-1122
THE ATLAS FINANCIAL GROUP
Miami, FL
AUM
$174.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
786 233 6233
CORRALES & CO.
Miami, FL
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(239) 421-5359