KOVACK ADVISORS, INC.
Ft.. Lauderdale, FL
AUM
$6.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
300 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
954-782-4771
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
RIVERNORTH CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
$6.17B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-484-7185
FACET
West Palm Beach, FL
AUM
$6.04B
Financial PlanningWealth MgmtTrusts & Estates
Team
55 advisors
Clients
More than 500
Fees
Fixed fees
(443)376-6222
DEPRINCE, RACE & ZOLLO, INC.
Winter Park, FL
AUM
$5.89B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-420-9903
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
GENTRUST
Miami, FL
AUM
$5.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
305-677-6688
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
ALIYA CAPITAL PARTNERS LLC
Miami, FL
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-831-4999
YALE CAPITAL CORP.
St.. Petersburg, FL
AUM
$4.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
727-823-0006
GWN SECURITIES INC.
Palm Beach Gardens, FL
AUM
$4.75B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
448 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
561-472-2700
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
ARCHPOINT INVESTORS
Coral Gables, FL
AUM
$4.13B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
786-810-3660
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
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
VALOR ADVISORS LLC
Miami, FL
AUM
$4.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
305-424-1432
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
DOUBLELINE ALTERNATIVES LP
Tampa, FL
AUM
$3.47B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
813-791-7333