FINACCESS ADVISORS, LLC
Miami, FL
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
305.377.1112
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
MONEY CONCEPTS ADVISORY SERVICE
Palm Beach Gardens, FL
AUM
$4.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
375 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
561-472-2000
ADVUS FINANCIAL PARTNERS, LLC
Winter Park, FL
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-585-1160
ASSUREDPARTNERS INVESTMENT ADVISORS
Tampa, FL
AUM
$3.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
407-708-0050
CERTUITY, LLC
North Palm Beach, FL
AUM
$3.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
561-693-3255
GRYPHON WEALTH
Jacksonville, FL
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM
904-450-5330
CUMBERLAND ADVISORS
Sarasota, FL
AUM
$3.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
800-257-7013
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Coral Gables, FL
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
305-448-8882
CSENGE ADVISORY GROUP, LLC
Clearwater, FL
AUM
$3.17B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
67 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-437-6000
CYNDEO WEALTH PARTNERS
St.. Petersburg, FL
AUM
$3.15B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(727) 472-3700
CERTIFIED ADVISORY CORP
Altamonte Springs, FL
AUM
$3.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-869-9800
SHARIAPORTFOLIO, INC.
Lake Mary, FL
AUM
$3.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-275-5125
MMBG INVESTMENT ADVISORS CO.
Miami, FL
AUM
$2.98B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-374-0704
CPS INVESTMENT ADVISORS
Lakeland, FL
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
863-688-1725
LRI INVESTMENTS
Palm Beach Gardens, FL
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-323-2265
INGHAM RETIREMENT GROUP
Miami, FL
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM
305-671-2200
AUM
$2.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
113 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-254-1500
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-963-2500
FIDELIS CAPITAL
Tampa, FL
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-934-6246
KOSS-OLINGER CONSULTING, LLC.
Gainesville, FL
AUM
$2.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
352-373-3337
HERITAGE INVESTMENT GROUP, INC.
Pompano Beach, FL
AUM
$2.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
954-785-5400
SUNCOAST EQUITY MANAGEMENT, LLC
Tampa, FL
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM
(813) 963-0502
INDIVISIBLE PARTNERS
Clearwater, FL
AUM
$2.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-306-5490
PROVISE MANAGEMENT GROUP, LLC
Clearwater, FL
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
[727] 441-9022