LYONS WEALTH MANAGEMENT
Winter Park, FL
AUM
$109.1M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
407 951 8710
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
MANOLE CAPITAL MANAGEMENT LLC
Tampa, FL
AUM
$108.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
813-728-3344
TOAMS FINANCIAL
Jacksonville, FL
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(904) 733-5321
NAUTILUS WEALTH ADVISORS
Indialantic, FL
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(321) 724-1888
STILLBLUE FINANCIAL PARTNERS, LLC
Jacksonville, FL
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(904) 296-9636
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
St.. Petersburg, FL
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
727-478-8886
STONEX INTERNATIONAL ADVISORS INC
Miami, FL
AUM
$106.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-377-8008
RIVERSIDE WEALTH MANAGEMENT, INC.
West Palm Beach, FL
AUM
$106.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-270-6880
RENEW FAMILY WEALTH
Jupiter, FL
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 406-2146
VALUE FINANCIAL ADVISERS, INC.
Orlando, FL
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-770-3030
ASSET PLANNING CORPORATION
W. Palm Beach, FL
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-689-5724
EUROCAPITAL ADVISORS, INC
Miami, FL
AUM
$103.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
786 621-5858
FIDUCIARY CONSULTING GROUP, INC.
Venice, FL
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
941-412-3451
MENDOZA PRIVATE WEALTH
Miami, FL
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
305-503-5133
STANDFAST ASSET MANAGEMENT, LLC
Jacksonville Beach, FL
AUM
$100.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(904) 285-2130
KLOCKE CAPITAL GROUP, LLC
Palm Beach, FL
AUM
$98.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(877) 991-7161
HAAS FINANCIAL, INC.
Sanibel, FL
AUM
$98.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(651) 328-8070
BAYTRUST WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-820-0069
CONSCIENTIA FAMILY OFFICE, LLC
Miami, FL
AUM
$97.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-442-7378
OPTIMIST CAPITAL
Palm Beach Gardens, FL
AUM
$96.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5617718077
KRIS LEWICKI & ASSOCIATES, LLC
Coral Springs, FL
AUM
$95.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-324-3550
HELLER PRIVATE WEALTH
Fort Lauderdale, FL
AUM
$95.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
954-995-4761
ARTHURS WEALTH MANAGEMENT
Ponte Vedra Beach, FL
AUM
$94.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(904) 489-7890
DRT FINANCIAL ADVISORS
Deland, FL
AUM
$94.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
386-734-9441