CLEARSHARES LLC
Marco Island, FL
AUM
$382.5M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-292-0959
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
EATON FINANCIAL GROUP
Coral Springs, FL
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
954-575-9323
MYRIAD ASSET MANAGEMENT ADVISORS LLC
West Palm Beach, FL
AUM
$380.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(561) 823-0896
SCALA CAPITAL LLC
Miami, FL
AUM
$380.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-539-3850
AGNELLO FINANCIAL GROUP, INC.
West Palm Beach, FL
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-833-7080
BOCA WEALTH ADVISORS
Boca Raton, FL
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
561-391-4477
PINVEST
Coral Gables, FL
AUM
$377.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786 244-7346 786 458-8491
JAGUAR GROWTH ASSET MANAGEMENT, LLC
Miami, FL
AUM
$375.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-663-4950
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
Jacksonville, FL
AUM
$374.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
904-379-7903
CIBEST CAPITAL ADVISORY SERVICES LLC
Miami, FL
AUM
$374.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
786-551-9122
AVENTURA PRIVATE WEALTH, LLC
Aventura, FL
AUM
$374.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
305-845-1937
COMPREHENSIVE WEALTH SOLUTIONS, LLC
Boca Raton, FL
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-294-4979
LRZ CAPITAL LLC
Miami, FL
AUM
$370.0M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-615-0215
ARAGON GLOBAL MANAGEMENT, LP
Miami, FL
AUM
$369.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-763-8501
HIGHLAND INVESTMENT ADVISORS LLC
Ponte Vedra, FL
AUM
$368.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
414-755-2309
INVENIO WEALTH PARTNERS, LLC
Coral Gables, FL
AUM
$364.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
971-371-3450
C CUBED CAPITAL PARTNERS, LLC
Boca Raton, FL
AUM
$362.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-576-9145
RTC PARTNERS
Miami, FL
AUM
$362.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-527-9320
MRA ADVISORY GROUP
Sarasota, FL
AUM
$361.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Subscription fees +1 more
844.672.7623
MFP FINANCIAL SERVICES, LLC
Safety Harbor, FL
AUM
$361.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-443-3300
ACP CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$360.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
305-670-4180
LYNK CAPITAL MANAGEMENT COMPANY, LLC
Jacksonville, FL
AUM
$359.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; SEE SCHEDULE D, MISCELLANEOUS
844-489-8454
NOVAK & POWELL FINANCIAL SERVICES, INC.
St.. Petersburg, FL
AUM
$359.5M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM
727-451-3440
AURORA INVESTMENT MANAGERS, LLC
Naples, FL
AUM
$358.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-390-8001