MARQUIS WEALTH MANAGEMENT GROUP
Fort Myers, FL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-454-1117
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
THE AMBRUS GROUP LLC
Tampa, FL
AUM
$485.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-270-6563
EXODUS WEALTH, LLC
Fort Lauderdale, FL
AUM
$483.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-791-4444
GLOBAL KANDOR ADVISORS, LLC
Key Biscayne, FL
AUM
$483.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(786) 558-0391
THURSTON ADVISORS
Vero Beach, FL
AUM
$480.9M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-255-0077
AUM
$476.9M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-446-5362
XENDIA WEALTH LLC
Miami, FL
AUM
$475.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; % OF FEES THAT OTHER ADVISER RECEIVE
305-415-0060
ALLGEN FINANCIAL ADVISORS, INC.
Orlando, FL
AUM
$475.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
407-210-3888
NOCTUA INTERNATIONAL WMG, LLC
Miami, FL
AUM
$474.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-220-0330
ATYANT CAPITAL MANAGEMENT LTD
Port-Louis, FL
AUM
$470.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
(230) 212-9800
OCTOGONE NA
Miami, FL
AUM
$469.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
305-677-9559
CAPCO ASSET MANAGEMENT, LLC
Tampa, FL
AUM
$468.6M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
813-805-0777
MANGROVE EQUITY PARTNERS
Tampa, FL
AUM
$468.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
813-868-4500
MOSELEY INVESTMENT MANAGEMENT, INC.
Bradention, FL
AUM
$456.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
941-745-2799
WEALTH ADVISORS OF TAMPA BAY
Tampa, FL
AUM
$456.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
813-642-7730
FLORIDA FINANCIAL ADVISORS, LLC
Tampa, FL
AUM
$456.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
667 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(813) 333-1683
WHITESTAR ADVISORS, LLC
Boca Raton, FL
AUM
$454.5M
Wealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
561-999-9949
NEW WATER CAPITAL, L.P.
Boca Raton, FL
AUM
$454.4M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 235-7310
IMZ ADVISORY INC.
Boca Raton, FL
AUM
$452.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-368-2336
AUM
$450.0M
Wealth Mgmt
Team
1 employees
Clients
0
Fees
Subscription fees; Fixed fees
847-668-1560
KERRISDALE CAPITAL MANAGEMENT, LLC
Miami Beach, FL
AUM
$447.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-792-7999
MERIDIANA
Coral Gables, FL
AUM
$441.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-448-0014
ARDAN EQUITY PARTNERS, LLC
West Palm Beach, FL
AUM
$441.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-304-7294
FORTRESS WEALTH GROUP
Winter Park, FL
AUM
$439.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
407-999-8998