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.
2,031 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