PONTA WEALTH PARTNERS, LLC
Winter Park, FL
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
407-490-4820
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
UCAP AMERICAS
Miami, FL
AUM
$208.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; 12B-1 FEES
646-809-3600
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$207.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-349-9200
STILLWATER WEALTH MANAGEMENT GROUP LLC
Juno Beach, FL
AUM
$206.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(561) 214-4125
FLAVIN FINANCIAL SERVICES, INC.
Melbourne, FL
AUM
$205.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(321) 725-4700
GUIRY CAPITAL MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$204.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-337-5224
MCDERMOTT INVESTMENT ADVISORS, LLC
Naples, FL
AUM
$203.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(610) 882-1460
SYNTAX RESEARCH, INC.
Boca Raton, FL
AUM
$202.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 796-8296
CAMPBELL FINANCIAL PARTNERS, LLC
Fort Myers, FL
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-454-5333
SAUL WEALTH ADVISORS, LLC
Miami, FL
AUM
$201.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-457-1990
U.S. PRIVATE WEALTH, LLC
Palm Beach Gardens, FL
AUM
$200.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561.855.4635
RWA ADVISORS
Boca Raton, FL
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-288-1160
ATLANTIC WEALTH PARTNERS, LLC
Jupiter, FL
AUM
$198.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
561-632-0566
GRAND CENTRAL INVESTMENT GROUP, LLC
Tampa, FL
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-251-4200
AMUNI FINANCIAL, INC.
St. Petersburg, FL
AUM
$194.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
727-825-0522
NEIL JESANI WEALTH MANAGEMENT
Sunrise, FL
AUM
$194.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(954) 800-0460
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
SETCHFIELD ASSET MANAGEMENT
Bradenton, FL
AUM
$192.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
303-627-1099
NUMA
Miami, FL
AUM
$192.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-315-4824
DAVIS PRIVATE WEALTH, LLC
Royal Palm Beach, FL
AUM
$192.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 284-8999
AEGIS WEALTH MANAGEMENT, LLC
Maitland, FL
AUM
$190.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Fixed fees
407-831-3660
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