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.
2,031 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