CYPRESS CAPITAL
Tallahassee, FL
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
850-583-5377
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
Boca Raton, FL
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
561-391-8188
STORMS & ROWDON FINANCIAL SERVICES, INC.
Ormond Beach, FL
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(386) 677-0191
ACTITRUST WEALTH MANAGEMENT LLC
Plantation, FL
AUM
$140.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(754) 229-0051
ADVANTAGE INVESTING, INC.
Coral Gables, FL
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
757-547-8257
HOWLAND AND ASSOCIATES, LLC
St. Petersburg, FL
AUM
$138.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
813-333-2900
PRINCE ASSET MANAGEMENT, INC.
Sarasota, FL
AUM
$137.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
941-363-9090
RUGGIERO INVESTMENTS
West Palm Beach, FL
AUM
$137.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 777-4726
LUMA CAPITAL
Naples, FL
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-659-2888
FR FINANCIAL ADVISORS LLC
Coral Springs, FL
AUM
$135.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-755-0222
SPARROW WEALTH MANAGEMENT
Orlando, FL
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(877) 330-9191
EPIC ADVISORY SERVICES CORP
Boca Raton, FL
AUM
$134.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-829-2173
TRIPLETAIL WEALTH MANAGEMENT
Orlando, FL
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
407-286-4072
PROPER WEALTH
Tallahassee, FL
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(850) 972-9725
LMPG WEALTH ADVISORS, LLC
Miami, FL
AUM
$131.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
610-202-9897
1ST DISCOUNT BROKERAGE, INC.
Lake Worth, FL
AUM
$131.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-515-3200
SOLIST FINANCIAL
Tampa, FL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
8132943737
MACLENDON WEALTH MANAGEMENT, LLC
Delray Beach, FL
AUM
$129.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(561) 293-3520
ANTONETTI CAPITAL MANAGEMENT, LLC
Naples, FL
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-403-0218
OBION CAPITAL MANAGEMENT LP
Miami, FL
AUM
$129.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-317-5100
AUM
$129.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-221-4508
MARIVA GLOBAL ASSET MANAGEMENT, LLC
Miami, FL
AUM
$129.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
305-712-6999
VELARIS WEALTH MANAGEMENT
Orlando, FL
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
786-657-1584
SECOND HALF FINANCIAL PARTNERS, LLC
Sebring, FL
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
863-385-1101