AFC MANAGEMENT, LLC
West Palm Beach, FL
AUM
$275.8M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-510-2390
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
CHRONOS WEALTH MANAGEMENT, L.L.C.
Clearwater, FL
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(727) 446-2306
PRIVATE WEALTH GROUP, LLC
Tampa, FL
AUM
$274.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
813-226-1900
AUM
$270.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
813-600-9412
ALPHA ZERO LLC
Boca Raton, FL
AUM
$269.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(561) 576-2599
BARR FINANCIAL SERVICES, LLC
Winter Park, FL
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
407-622-0018
DUNN CAPITAL MANAGEMENT
Stuart, FL
AUM
$269.0M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE
772-286-4777
RIVERPLACE CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$267.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
904-346-3460
RAVEN MUSIC PARTNERS LLC
Palm Beach Gardens, FL
AUM
$265.4M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-966-7926
SPRAKER WEST WEALTH MANAGEMENT, INC
Winter Park, FL
AUM
$265.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-478-7899
INNOVA ADVISORS
Coral Gables, FL
AUM
$264.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-646-1557
COASTAL INVESTMENT COMPANY, LLC
Winter Park, FL
AUM
$262.9M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
888-411-2280
SEMUS WEALTH PARTNERS, LLC
Boca Raton, FL
AUM
$262.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-465-7550
WATERSTONE FINANCIAL ADVISORY LLC
Fort Myers, FL
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
239-288-0977
UTOPIA WEALTH MANAGEMENT, LLC
Coconut Creek, FL
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
754-264-4778
FINANCIAL DESIGNS WEALTH MANAGEMENT
Miami, FL
AUM
$261.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
786-388-0070
TRUSTWELL FINANCIAL ADVISORS, LLC
Jacksonville, FL
AUM
$260.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-996-7800
BRIDGE GENERATIONS WEALTH MANAGEMENT
South Miami, FL
AUM
$259.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
305-666-9411
DAVIS CAPITAL MANAGEMENT
Jacksonville, FL
AUM
$259.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
904-223-0510
GEOSPHERE CAPITAL MANAGEMENT, LLC
Miami Beach, FL
AUM
$258.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-616-1100
MCDONOUGH CAPITAL MANAGEMENT, INC.
Orlando, FL
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
407-248-9647
GENROCK CAPITAL MANAGEMENT, LP
Palm Beach, FL
AUM
$257.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-301-0770
CENTER FOR ASSET MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$257.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-625-0900
RD LEWIS WEALTH MANAGEMENT
Maitland, FL
AUM
$256.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-446-3737