MELODEON CAPITAL PARTNERS, LP
Miami, FL
AUM
$340.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
860-799-7119
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
FLEXIS CAPITAL
Miami, FL
AUM
$339.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-378-4000
AMERITY WEALTH MANAGEMENT, LLC
Lakeland, FL
AUM
$338.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(863) 683-1750
COLONY CAPITAL INVESTMENT ADVISORS, LLC
Boca Raton, FL
AUM
$336.2M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-570-4644
PERSONAL FINANCIAL PROFILES INC
Coral Springs, FL
AUM
$335.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-755-8647
AUM
$333.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(305) 925-0420
VESTA WEALTH MANAGEMENT, LLC
Miami Beach, FL
AUM
$333.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
786-579-2519
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
The Villages, FL
AUM
$332.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
352-633-9046
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Orlando, FL
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-695-7100
POWER FINANCIAL PARTNERS, LLC
Tampa, FL
AUM
$329.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
813-212-2125
GLIDE CAPITAL
Miami, FL
AUM
$328.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-783-3316
OXFORD WEALTH GROUP, LLC
Orlando, FL
AUM
$327.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-495-2004
PL CAPITAL ADVISORS, LLC
Naples, FL
AUM
$326.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
239-777-0187
BASE WEALTH MANAGEMENT
Lakewood Ranch, FL
AUM
$326.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
941-203-6040
HEALTHEDGE INVESTMENT PARTNERS
Tampa, FL
AUM
$325.8M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
813-490-7100
OSCEOLA CAPITAL MANAGEMENT
Tampa, FL
AUM
$322.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-792-6559
STEWARDSHIP ADVISORY GROUP, LLC
Clermont, FL
AUM
$321.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-470-1405
AUM
$321.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
618-910-3560
ALHAMBRA INVESTMENT MANAGEMENT LLC
Palmetto Bay, FL
AUM
$320.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
305-233-3772
REMEDIUM CAPITAL PARTNERS
West Palm Beach, FL
AUM
$319.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
305.851.6223
CAIM LLC
Longboat Key, FL
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
941-388-7249
MEIRA WEALTH
Coral Gables, FL
AUM
$317.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
305-670-4440
WEALTH PRO ADVISORS, INC.
Sarasota, FL
AUM
$317.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-907-2203
CAMARDA WEALTH ADVISORY GROUP
Fleming Island, FL
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
904-278-1177