ACTITRUST WEALTH MANAGEMENT LLC
Plantation, FL
AUM
$140.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(754) 229-0051
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
GLASSBEAD CAPITAL MANAGEMENT LLC
Miami Beach, FL
AUM
$140.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(917) 251-4419
CHIPSER WEALTH MANAGEMENT, LLC
Destin, FL
AUM
$140.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(850) 424-6330
ADVANTAGE INVESTING, INC.
Coral Gables, FL
AUM
$138.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
757-547-8257
HOWLAND AND ASSOCIATES, LLC
St. Petersburg, FL
AUM
$138.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
813-333-2900
PRINCE ASSET MANAGEMENT, INC.
Sarasota, FL
AUM
$137.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
941-363-9090
RUGGIERO INVESTMENTS
West Palm Beach, FL
AUM
$137.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 777-4726
AVENTUS INVESTMENT ADVISORS, INC.
Naples, FL
AUM
$136.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
239-673-0020
LUMA CAPITAL
Naples, FL
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-659-2888
FR FINANCIAL ADVISORS LLC
Coral Springs, FL
AUM
$135.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-755-0222
SPARROW WEALTH MANAGEMENT
Orlando, FL
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(877) 330-9191
RED REEF ADVISORS LLC
Boca Raton, FL
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-400-3285
EPIC ADVISORY SERVICES CORP
Boca Raton, FL
AUM
$134.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-829-2173
TRUADVISORS
Tampa, FL
AUM
$132.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(813) 212-4000
TRIPLETAIL WEALTH MANAGEMENT
Orlando, FL
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
407-286-4072
SECURE WEALTH, INC.
Boca Raton, FL
AUM
$132.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
561-340-2667
PROPER WEALTH
Tallahassee, FL
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(850) 972-9725
LMPG WEALTH ADVISORS, LLC
Miami, FL
AUM
$131.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
610-202-9897
1ST DISCOUNT BROKERAGE, INC.
Lake Worth, FL
AUM
$131.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-515-3200
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
860-659-8299
STERLING BRIDGE FINANCIAL GROUP LLC
Palm Harbor, FL
AUM
$131.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(727) 250-4130
DMK ADVISOR GROUP, INC.
Lutz, FL
AUM
$130.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-996-6100
AUM
$130.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
516-666-0144
SOLIST FINANCIAL
Tampa, FL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
8132943737