AVENUES WEALTH, LLC
Winter Park, FL
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(407) 898-3181
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
LAKESHORE ADVISORS
Winter Park, FL
AUM
$80.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-464-5122
DIGITAL ASSET INVESTMENT MANAGEMENT
Palm Beach Gardens, FL
AUM
$80.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
949-298-7582
ASSET MANAGEMENT FINANCIAL SERVICES INC.
Clearwater, FL
AUM
$79.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-216-8525
GULFCOAST FINANCIAL SERVICES, INC.
Lake City, FL
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
386-755-9018
PRYM ADVISORS LLC
Fort Lauderdale, FL
AUM
$76.4M
Trusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-904-0156
MAGEN WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$75.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954-338-1966
ASG CAPITAL
Miami, FL
AUM
$75.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-760-6531
CASSINI CAPITAL MANAGEMENT, LLC
Tallahassee, FL
AUM
$74.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
850-566-7737
PONTE VEDRA WEALTH
Ponte Vedra Beach, FL
AUM
$74.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
904-280-0771
OCEANUS CAPITAL PARTNERS, LLC
Ponte Vedra Beach, FL
AUM
$73.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(904) 834-3798
LYONS INVESTMENT MANAGEMENT
Winter Park, FL
AUM
$73.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
386-775-1177
FARNSLEY WEALTH MANAGEMENT, LLC
Port St.. Joe, FL
AUM
$72.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-227-3336
CLOCKWISE CAPITAL LLC
Miami, FL
AUM
$71.5M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
(305) 200-8800
BLUESKYE INVESTMENT ADVISERS, LLC
Orlando, FL
AUM
$70.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
321-266-4360
ICEBRIDGE FINANCIAL GROUP
Boca Raton, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-778-5060
HURLBURT FINANCIAL
Lakeland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
SUB-ADVISOR FEES
863-701-9717
ATLAS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-717-9039
EDWARDS FINANCIAL SERVICES
Winter Park, FL
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
407-678-9400
CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS
Deerfield Beach, FL
AUM
$68.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-571-2020
STRUCTURE WEALTH PARTNERS LLC
Orlando, FL
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-739-5094
CARL DOMINO INC.
West Palm Beach, FL
AUM
$66.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-833-2882
COASTAL WAY FINANCIAL GROUP, LLC
West Palm Beach, FL
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-328-2759
LEGACY FAMILY OFFICE, LLC
Bonita Springs, FL
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Fixed fees
239-949-1982