1650 WEALTH MANAGEMENT, LLC
Lighthouse Point, FL
AUM
$119.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
800-658-9560
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
MONEY MANAGEMENT CONCEPTS INC.
Melbourne, FL
AUM
$119.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
321-258-1932
ABACUS CAPITAL ADVISORS
Plantation, FL
AUM
$119.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
9543614210
INTELLICAPITAL ADVISORS LLC
Ponte Vedra, FL
AUM
$118.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-438-1958
SANDHILL WEALTH MANAGEMENT, INC.
Winter Park, FL
AUM
$118.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
321-6629270
CS ADVISORS INC.
Boca Raton, FL
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-241-9301
CASTLE ISLAND WEALTH
Palm Beach Gardens, FL
AUM
$117.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
561-208-3883
SULZBERGER CAPITAL ADVISORS, INC.
Miami, FL
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
305-573-4900
GREENLINE WEALTH MANAGEMENT
Boca Raton, FL
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-405-6609
CAMBRIA WEALTH MANAGEMENT
Sarasota, FL
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(941) 444-1120
ZENITH ADVISORY GROUP, LLC
The Villages, FL
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Fixed fees
352-282-0810
1818 PRIVATE CLIENT GROUP, LLC
Aventura, FL
AUM
$115.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(305) 684-8331
UYANA PARTNERS LLC
Miami, FL
AUM
$115.0M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
786-238-4314
FUTURA ASSET ADVISORS LLC
Coral Gables, FL
AUM
$114.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(305) 774-9906
COMMON CENTS WEALTH MANAGEMENT, LLC
Pembroke Pines, FL
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
954-769-0837
WISDOM PLANNING GROUP
Orlando, FL
AUM
$112.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(407) 462-5486
CALEO CAPITAL N.A. LLC
Ponte Vedra, FL
AUM
$111.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609 838 1245
GOI
Miami, FL
AUM
$111.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
888-464-4742
BELLEAIR WEALTH MANAGEMENT, LLC
Belleair Bluffs, FL
AUM
$111.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
727-586-5655
ADVANCED WEALTH MANAGEMENT
Sarasota, FL
AUM
$110.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-451-8512
PRIVATE CLIENT ADVISOR GROUP, LLC
Palm City, FL
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
516-241-3934
JAKE CARRIS FINANCIAL PLANNING
Orlando, FL
AUM
$109.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-489-1186
CAPSTONE WEALTH MANAGEMENT CORP.
Lakeland, FL
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(866) 596-9886
INGRAM ADVISORY SERVICES, LLC
Winter Haven, FL
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
863-326-9833