QP WEALTH MANAGEMENT, LLC
Boca Raton, FL
AUM
$405.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-526-2701
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
CORE WEALTH MANAGEMENT, INC.
Jupiter, FL
AUM
$404.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
561-491-0231
KANEN WEALTH MANAGEMENT LLC
Coconut Creek, FL
AUM
$404.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
631-863-3100
BCI SECURITIES, INC.
Miami, FL
AUM
$402.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-929-5500
PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, FL
AUM
$402.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-988-5540
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Daytona Beach, FL
AUM
$400.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
386-253-1980
SARA-BAY FINANCIAL CORP.
Sarasota, FL
AUM
$396.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
941-371-8027
KIRTLAND FINANCIAL MANAGEMENT, INC.
Coral Gables, FL
AUM
$396.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(305) 648-0006
POINCIANA ADVISORS GROUP, LLC
Palm Beach Gardens, FL
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
561-296-0100
GALAPAGOS ADVISORY LLC
Miami, FL
AUM
$395.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3055155878
FAMILYWEALTH
Lake Mary, FL
AUM
$394.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(866) 746-3743
ARSENAL VENTURE PARTNERS
Winter Park, FL
AUM
$393.8M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
407-838-1400
APEX INVESTMENTS MANAGEMENT US, LLC
Coconut Grove, FL
AUM
$392.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-222-7246
SCHORN WEALTH
Englewood, FL
AUM
$392.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610 399-1500
IN ON CAPITAL
Miami, FL
AUM
$389.4M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305 721-2811
SOLOMON API LLC
Rockledge, FL
AUM
$389.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-888-2599
MONORAIL SECURITIES LLC
Sarasota, FL
AUM
$388.7M
Wealth Mgmt
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Subscription fees
(941) 925-2121
HD MONEY, INC.
Sarasota, FL
AUM
$386.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
941-925-2121
ALTERNATIVE INVESTMENT ADVISORS, LLC
Maitland, FL
AUM
$385.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-261-4242
RANCH CAPITAL ADVISORS INC.
Sarasota, FL
AUM
$385.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(941) 462-2666
GLOBAL TRUST
Palm Beach Gardens, FL
AUM
$384.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
561-472-0191
KEATING INVESTMENT COUNSELORS INC
Delray Beach, FL
AUM
$383.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-278-7862
ONE + ONE WEALTH MANAGEMENT, LLC
Jupiter, FL
AUM
$383.0M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
561-972-4913
CANOPY 360 WEALTH, LLC
Ocala, FL
AUM
$382.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(352) 369-1120