DELGADO PRIVATE WEALTH MANAGEMENT LLC
Naples, FL
AUM
$41.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-422-5466
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
FERRIS WHEEL FINANCE, INC.
Venice, FL
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-483-3600
AUM
$40.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
973-887-7698
LENTZ ADVISORS
Gainesville, FL
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
352-375-5283
PATH FINANCIAL, LLC
Sarasota, FL
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-350-7904
BEQUEST CAPITAL LLC
Sarasota, FL
AUM
$39.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-957-9979
FRESH BREAD INVESTMENTS, LLC
Weston, FL
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-283-8332
ASCENT WEALTH MANAGEMENT GROUP, LLC
Coral Gables, FL
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-444-7317
JB MERIDIAN ADVISORS, LLC
Clermont, FL
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(877) 398-0051
ZINK WEALTH SOLUTIONS LLC
Miami, FL
AUM
$38.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-753-4115
LEATHERBACK ASSET MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$35.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
561-389-5809
MERION ROAD CAPITAL MANAGEMENT LLC
Miami Shores, FL
AUM
$34.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-972-7675
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
Sunny Isles Beach, FL
AUM
$33.6M
Institutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-245-0400
VIRJI INVESTMENTS, INC.
Lake Mary, FL
AUM
$33.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
321-275-5050
PERSONAL ASSET MANAGEMENT
St. Petersburg, FL
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
727-360-4499
PUREPATH WEALTH MANAGEMENT
Land O' Lakes, FL
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
727-834-2000
TUDOR ADVISORS LLC
Miami, FL
AUM
$31.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
786-257-2764
ALPHA ADVISORS, LLC
Lakeland, FL
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-665-8888
CARDINAL WEALTH MANAGEMENT
Naples, FL
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-215-1114
EAGLE TALON PARTNERS
Naples, FL
AUM
$31.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
239-399-4808
IPLAN
Winter Haven, FL
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
202-600-9605
HURLEY WEALTH MANAGEMENT GROUP, INC
Oakland, FL
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 483-9044
HIGHSTREET FINANCIAL, LLC
Tampa, FL
AUM
$29.7M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-910-2500
VSI SECURITIES, INC.
Miami, FL
AUM
$28.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-372-2446