LION CAPITAL ADVISORS LLC
Miami, FL
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
305-849-5222
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
STARK FINANCIAL ADVISERS, INC.
Okeechobee, FL
AUM
$94.7M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
561-715-6073/863-697-8024
TAYLOR & WILLIAMS, INC.
Lutz, FL
AUM
$93.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
813-936-0222
STATETRUST CAPITAL, LLC.
Boca Raton, FL
AUM
$93.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-921-8101
LODESTAR ADVISORY GROUP, LLC
Naples, FL
AUM
$92.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
239-325-5110
MOONEY FINANCIAL
Jacksonville Beach, FL
AUM
$92.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
904-359-8469
AULESTIA WEALTH MANAGEMENT, INC.
Naples, FL
AUM
$91.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(239) 261-9033
DJP WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
800-595-4042
GENESIS WEALTH MANAGEMENT, INC.
Coral Gables, FL
AUM
$91.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(786) 393-6960
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
Jacksonville, FL
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-563-8626
YOUR PLANNING PARTNER LLC
Palm Beach Gardens, FL
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 301-0008
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
Gainesville, FL
AUM
$90.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
888-392-8007
HERITAGE ADVISORS GROUP, INC.
Altamonte Springs, FL
AUM
$87.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-702-6655
TALLAHASSEE FINANCIAL ADVISORS, INC.
Tallahassee, FL
AUM
$85.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
850-999-1953
CANTATA WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$85.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-226-8282
PEAK CAPITAL MANAGEMENT
Stuart, FL
AUM
$85.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
772-334-9592
API FINANCIAL ADVISORS, LLC
Rockledge, FL
AUM
$84.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-888-2599
PATTERSON INVESTMENTS, INC.
Davie, FL
AUM
$83.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
305-648-3080
PROXY WEALTH ADVISORS LLC
Windermere, FL
AUM
$83.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-289-5075
PECORA CAPITAL LLC
Miami, FL
AUM
$83.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-451-6095
M&M WEALTH MANAGEMENT, LLC
Fort Myers, FL
AUM
$82.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-288-6542
ASHFORD INVESTMENT ADVISORS
Daytona Beach, FL
AUM
$82.8M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
386-523-9500
CONTRAST CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$82.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 388-1529
REMOTE FINANCIAL PLANNER, LLC
West Palm Beach, FL
AUM
$82.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
51-100
Fees
Percentage of AUM; Fixed fees
202-570-4146