GLADSTONE WEALTH PARTNERS
Palm Beach Gardens, FL
AUM
$5.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
104 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(908)-719-1313
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
HQ CAPITAL PRIVATE EQUITY LLC
Miami, FL
AUM
$5.40B
Wealth MgmtRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-944-0500
INSIGNEO ADVISORY SERVICES, LLC
Miami, FL
AUM
$5.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
178 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305.373.9000
MORAN WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$5.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-920-4440
NEWPORT GROUP CONSULTING, LLC
Lake Mary, FL
AUM
$5.05B
Wealth MgmtRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
407-333-2905
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
Boca Raton, FL
AUM
$4.97B
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
561-241-9244
BOWEN, HANES & CO INC
Ponte Vedra Beach, FL
AUM
$4.62B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
404-995-0507
CWA ASSET MANAGEMENT GROUP
Naples, FL
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
239-434-7434
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-712-8888
GOOD LIFE ADVISORS, LLC
Celebration, FL
AUM
$4.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
88 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-477-4887
SOUND INCOME STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$4.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
134 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-487-1860
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
TIMUCUAN ASSET MANAGEMENT INC
Jacksonville, FL
AUM
$3.81B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
904-356-1739
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
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
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
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
MARINER INSTITUTIONAL, LLC
Winter Park, FL
AUM
$2.82B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
148 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
844-442-6326
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