AUM
$294.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
561-956-6530
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
AUM
$293.6M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
703-307-5527
MADDEN ADVISORY SERVICES, INC.
Jacksonville, FL
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
904-296-1127
THIRD EYE CAPITAL MANAGEMENT, LLC
Miami Beach, FL
AUM
$291.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(732) 447-3019
CIFC PRIVATE CREDIT MANAGEMENT LLC
Miami, FL
AUM
$289.9M
Wealth Mgmt
Team
89 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-652-3250
ONE STONE PARTNERS L.L.C.
Miami, FL
AUM
$289.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-744 4255
AUM
$289.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-286-7776
YELLOWSTONE CAPITAL PARTNERS
Gainesville, FL
AUM
$288.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+573175102771
SKYVIEW FINANCIAL GROUP, LLC
Ponte Vedra Beach, FL
AUM
$286.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(888) 406-0444
BAU ADVISORS
Miami, FL
AUM
$286.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-425-1494
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
Clearwater, FL
AUM
$286.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
727-734-3334
THE PALMER KNIGHT COMPANY
Jacksonville, FL
AUM
$285.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-358-9080
LIGHTHOUSE RETIREMENT
Ponte Vedra, FL
AUM
$284.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
772-299-7169
PENINSULA ASSET MANAGEMENT INC
Bradenton, FL
AUM
$284.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(941) 748-8680
FDI WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$283.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-875-7673
FIG CAPITAL MANAGEMENT, LLC
Jacksonville, FL
AUM
$283.0M
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
(904) 378-8098
COVINGTONALSINA
Jacksonville, FL
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(904) 449-7326
PALM VALLEY CAPITAL MANAGEMENT
Jacksonville Beach, FL
AUM
$281.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-747-2345
SUCCESSFUL PORTFOLIOS LLC
Clearwater, FL
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-744-3614
SMITH ASSET MANAGEMENT CO., LLC
Chiefland, FL
AUM
$281.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
352-493-7700
SEVEN HILLS FINANCIAL, LLC
Tallahassee, FL
AUM
$280.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
850-219-6699
HARLAN CAPITAL PARTNERS LLC
Palm Beach, FL
AUM
$280.8M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-467-5400
MIDTOWN INVESTMENT ADVISORS LLC
Miami, FL
AUM
$278.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-961-1115
DELTA CAPITAL MANAGEMENT, LLC
Maitland, FL
AUM
$277.4M
Wealth MgmtRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
407-422-2423