WINNING POINTS ADVISORS, L.L.C.
Boca Raton, FL
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
561-367-9111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
AZZENDO WEALTH ADVISORS
Hollywood, FL
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
954-986-0633
STRONGHOLD WEALTH MANAGEMENT L.L.C.
Tampa, FL
AUM
$172.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-775-7099
NEXWEALTH LLC
Palm Beach Gardens, FL
AUM
$172.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-971-3939
EVOLUTION WEALTH MANAGEMENT INC.
Fort Myers, FL
AUM
$171.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-771-8696
HARBOR ITHAKA
Aventura, FL
AUM
$171.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-755-7600
ZINNIA WEALTH ADVISORY, LLC
Ocala, FL
AUM
$168.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
352-368-3680
DIPAOLO FINANCIAL GROUP, INC.
Lutz, FL
AUM
$168.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-475-3130
BURGESS CHAMBERS & ASSOCIATES INC
Orlando, FL
AUM
$165.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
407-644-0111
MUTUAL TRUST ADVISORY GROUP
Estero, FL
AUM
$165.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
239-204-4333
WISDOM FINANCIAL PLANNING
Tampa, FL
AUM
$165.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-254-9500
NAPLES MONEY MANAGEMENT LLC
Naples, FL
AUM
$164.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
239-261-4800
SAGACE WEALTH MANAGEMENT
St.. Petersburg, FL
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(727) 493-9700
BANYAN GLOBAL INVESTMENT ADVISORS, LLC
Boca Raton, FL
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
561-847-3596
BARNETT CAPITAL ADVISORS LLC
Miami, FL
AUM
$161.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
305-328-8538
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
Bradenton, FL
AUM
$161.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-756-4500
GLAXIS CAPITAL MANAGEMENT, LLC
Sarasota, FL
AUM
$160.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(941) 556 5333
DORMAN FINANCIAL MANAGEMENT, P.A.
Maitland, FL
AUM
$160.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
407-774-6815
RBF CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$160.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
941-870-1944
INVERSIONES SURA
Miami, FL
AUM
$160.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
305 448-0014
FAIRWAY FINANCIAL, LLC
Casselberry, FL
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-628-0850
FUSCO FINANCIAL SERVICES INC
Wilton Manors, FL
AUM
$159.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
954-524-0900
STRIVUS WEALTH PARTNERS LLC
Jacksonville Beach, FL
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(904) 685-1505
WAYPOINTS FINANCIAL
Sebring, FL
AUM
$157.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
863-402-5650