ANGELUS INVESTMENT CONSULTING, INC.
Coral Gables, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-928-1551
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
DRAGUS CAPITAL, LLC
Coral Gables, FL
AUM
$225.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786-477-5777
WELCY CAPITAL ADVISORS LLC
Miami, FL
AUM
$225.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
786.353.0036
OCEANIS FINANCIAL ADVISORS, INC.
Miami, FL
AUM
$225.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
305-330-4398
THE TENRET COMPANY, LLC
Tampa, FL
AUM
$225.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
727-599-6201
ALLIED PRIVATE WEALTH
Boca Raton, FL
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
9545769192
ORCA WEALTH MANAGEMENT, LLC
New Port Richey, FL
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
727-938-1600
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
STERLING WEALTH ADVISORS, INC.
Plantation, FL
AUM
$223.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
954-771-1313
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
MOTIV8 INVESTMENTS LLC
Port St. Lucie, FL
AUM
$219.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
772-247-4488
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
DELTA ADVISORY GROUP, INC.
Maitland, FL
AUM
$216.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
407-331-9213
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
ADVISORY INVESTOR SERVICES LLC
Miami, FL
AUM
$209.9M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
786-462-6044
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
IMG WEALTH MANAGEMENT, INC.
Jacksonville, FL
AUM
$209.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-731-9955
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