PREMIER PRIVATE WEALTH MANAGEMENT, LLC
Palm Harbor, FL
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
727-281-2882
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
LESTE USA, LLC
Miami, FL
AUM
$126.3M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
305-929-9200
MAR WEALTH MANAGEMENT SERVICES, LLC
West Palm Beach, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-708-6285
CENTRUS FINANCIAL STRATEGIES
Orlando, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-800-779-4592
CARDEA CAPITAL ADVISORS, LLC
Vero Beach, FL
AUM
$124.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-977-7779
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Coral Gables, FL
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
305-372-0299
RESNICK WEALTH ALLIANCE, LLC
Palm Beach Gardens, FL
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-453-1120
DAVIVIENDA ADVISORS
Miami, FL
AUM
$120.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
786-238-7925
1650 WEALTH MANAGEMENT, LLC
Lighthouse Point, FL
AUM
$119.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
800-658-9560
SANDHILL WEALTH MANAGEMENT, INC.
Winter Park, FL
AUM
$118.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
321-6629270
CS ADVISORS INC.
Boca Raton, FL
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-241-9301
SULZBERGER CAPITAL ADVISORS, INC.
Miami, FL
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
305-573-4900
AUM
$117.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-804-2308
GREENLINE WEALTH MANAGEMENT
Boca Raton, FL
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-405-6609
CAMBRIA WEALTH MANAGEMENT
Sarasota, FL
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(941) 444-1120
FUTURA ASSET ADVISORS LLC
Coral Gables, FL
AUM
$114.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(305) 774-9906
COMMON CENTS WEALTH MANAGEMENT, LLC
Pembroke Pines, FL
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
954-769-0837
CALEO CAPITAL N.A. LLC
Ponte Vedra, FL
AUM
$111.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609 838 1245
GOI
Miami, FL
AUM
$111.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
888-464-4742
CAPSTONE WEALTH MANAGEMENT CORP.
Lakeland, FL
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(866) 596-9886
LYONS WEALTH MANAGEMENT
Winter Park, FL
AUM
$109.1M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
407 951 8710
MANOLE CAPITAL MANAGEMENT LLC
Tampa, FL
AUM
$108.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
813-728-3344
BETTER WAY LLC
Bal Harbour, FL
AUM
$107.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-388-0139