CELA WEALTH MANAGEMENT
Miami, FL
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
305-667-8123
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
DOUBLE DIAMOND INVESTMENT GROUP, LLC
Delray Beach, FL
AUM
$65.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
973-296-7955
CROSSPLAN MONEY MANAGEMENT
Seminole, FL
AUM
$64.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
727-398-7900
HYPERION WEALTH MANAGEMENT, LLC
Maitland, FL
AUM
$64.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(407) 935-1040
EVEREST FINANCIAL ADVISORS, LLC
Cooper City, FL
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
954-233-1960
PELION INVESTMENT ADVISORS, INC.
Tampa, FL
AUM
$61.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
917-639-5451
EMA SMA LLC
Naples, FL
AUM
$58.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-259-0699
FIRST DOWN FINANCIAL
Oviedo, FL
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
407-542-7232
AVANTI WEALTH MANAGEMENT
Longwood, FL
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
407-331-7330
BERGER WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$55.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
239-572-3720
MURRAY STREET CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
954-314-6700
WAKEFUL
Miami, FL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(305) 582-3796
FIVENCA ASSET MANAGEMENT
Miami, FL
AUM
$52.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
646-348-0896
JURICK FINANCIAL SERVICES
Parkland, FL
AUM
$52.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
954-557-4859
GOLDEN EAGLE STRATEGIES, LLC
Delray Beach, FL
AUM
$50.5M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-510-6606
AVENTAIL WEALTH MANAGEMENT, LLC
Winter Haven, FL
AUM
$49.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
863-333-1927
BONDWIRE
Weston, FL
AUM
$48.9M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM; SOLICITOR FEES FROM UNRELATED THIRD-PARTY ENTITIES
(754)206-0011
AVENTURA CAPITAL MANAGEMENT, LLC
Boca Raton, FL
AUM
$48.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
305-466-0467
SWAN RETIREMENT STRATEGIES
Sarasota, FL
AUM
$48.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(941) 271-9005
PELORUS FINANCIAL, LLC
Trinity, FL
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(727) 287-4892
ALTIOR CAPITAL
Winter Park, FL
AUM
$45.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
321-335-2555
AMERICAN FAMILY LEGACY GROUP
Tampa, FL
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-245-8340
STAR WEALTH ADVISORS
Boca Raton, FL
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-201-7331
ADVISE FINANCIAL
Boca Raton, FL
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(561) 45482-84