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.
2,031 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