KRUSEN CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
$255.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-370-7439
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Orlando, FL
AUM
$254.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
1-407-362-7753
MENDON CAPITAL ADVISORS CORP
Key Largo, FL
AUM
$253.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585-770-1770
WASHBURN CAPITAL MANAGEMENT INC.
Vero Beach, FL
AUM
$253.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
772-564-7291
ABF INVESTMENT MANAGEMENT, LLC
Miami, FL
AUM
$253.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-564-2029
BRIDGES CAPITAL LLC
Fort Lauderdale, FL
AUM
$251.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES
954-271-1075
MARIACA WEALTH MANAGEMENT, LLC
Wellington, FL
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
561-650-8061
KARLOV STREET CAPITAL, LLC
Boca Raton, FL
AUM
$251.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Performance-based fees; ADMINISTRATION FEES, CONTRIBUTION FEES
847-503-9393
COGENT PRIVATE WEALTH
Orlando, FL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(407) 887-4965
FIRSTRUST
Daytona Beach, FL
AUM
$250.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
386-788-3737
OXENFREE FINANCIAL
Melbourne, FL
AUM
$249.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-722-7882
AUM
$249.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PLATFORM FEES
212-202-2800
CASSEDY FINANCIAL GROUP, INC.
Tampa, FL
AUM
$248.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-251-0004
NOVA WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$247.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
239-444-1794
RINALDI WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$243.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-444-6111
MATTHIAS PRIVATE WEALTH, LLC
Winter Park, FL
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
407-691-3300
CHIRON CAPITAL MANAGEMENT, LLC
Tallahassee, FL
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-775-1939
SEMINOLE ADVISORY SERVICES, LLC
Bellair Bluffs, FL
AUM
$242.5M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
727-331-8444
MORI HUSTON PARTNERS
Miami, FL
AUM
$241.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-856-9303
WEALTH MANAGEMENT CORPORATION
Tallahassee, FL
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
850-894-7526
AUM
$241.5M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 710 4111
TREASURE COAST FINANCIAL PLANNING, INC.
Vero Beach, FL
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
772-231-1422
DFN MANAGEMENT LLC.
Tampa, FL
AUM
$241.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(866) 296-4420
BASSAM WEALTH MANAGEMENT, LLC
Palm Beach, FL
AUM
$241.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(561) 494-6391