LIFESPAN FINANCIAL STRATEGIES, INC.
Weston, FL
AUM
$357.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
954-385-7812
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
SALTMARSH FINANCIAL ADVISORS, LLC
Pensacola, FL
AUM
$356.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
850-435-8300
LIFE PLANNING PARTNERS, INC.
Jacksonville, FL
AUM
$354.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
904-448-5158
TARGETED FINANCIAL SERVICES, LLC
Seminole, FL
AUM
$353.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
732-750-9880
AUM
$353.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
929-647-0419
AVORY & CO.
Miami, FL
AUM
$353.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-306-9494
CAYSIDE PARTNERS
Jupiter, FL
AUM
$353.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-768-9621
FORMAN CAPITAL, LLC
Delray Beach, FL
AUM
$350.5M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-588-0132
ARAGON CAPITAL LLC
Fort Lauderdale, FL
AUM
$349.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(786) 529-6540
OPAL CAPITAL LLC
Boca Raton, FL
AUM
$348.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
917-716-6257
ISQ OPENINFRA REGISTERED ADVISOR LLC
Miami, FL
AUM
$348.1M
Wealth Mgmt
Team
113 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-693-5781
HERITAGE OAK WEALTH ADVISORS
Santa Rosa Beach, FL
AUM
$347.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; ANNUAL RETAINER FEE
(479) 230-3113
BRIGHTLINE CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$346.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-423-0834
GREAT ELM CAPITAL MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$346.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-214-7901
IPCP MANAGEMENT, LLC
Boca Raton, FL
AUM
$345.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 300-3456
BORDERLESS MANAGEMENT LLC
Clermont, FL
AUM
$345.4M
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-412-9447
BLACK TORO LLC
Miami, FL
AUM
$345.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
786 753-7009
TERAMO ADVISORS, LLC
Naples, FL
AUM
$344.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
239-734-3625
AUM
$344.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-929-3258
SAFE HARBOR CAPITAL PARTNERS
Coconut Grove, FL
AUM
$343.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-230-1609
VICTRIX INVESTMENT ADVISORS
Stuart, FL
AUM
$343.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
772-320-9658
DHODY INVESTMENT GROUP
Miami Beach, FL
AUM
$341.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 433-4250
RM PRIVATE WEALTH MANAGEMENT
Miami, FL
AUM
$340.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
571-332-7618
PREMIA GLOBAL ADVISORS, LLC
Coral Gables, FL
AUM
$340.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(786) 646-9140