NED DAVIS RESEARCH, INC.
Sarasota, FL
AUM
$2.2M
Trusts & EstatesRetirementFee-Only/Hourly
Team
44 advisors
Clients
—
Fees
Hourly charges · Subscription fees +2 more
941-412-2300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
PALM VIEW INVESTMENTS
Santa Rosa Beach, FL
AUM
$2.1M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
850-655-2505
FILON CAPITAL
Coral Gables, FL
AUM
$2.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-320-4638
CAPITAL MANAGEMENT GROUP
Fort Lauderdale, FL
AUM
$2.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6192125214
ADVISIFI LLC
St. Petersburg, FL
AUM
$1.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; INDIRECT COMPENSATION THROUGH PARENT COMPANY
888 983-2897
WEALTH WARDEN PARTNERS
Tampa, FL
AUM
$1.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
813-308-9761
ROSCHMAN CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$1.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
954-343-2466
RC PRIVATE WEALTH, LLC
Miami, FL
AUM
$1.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
786-574-2367
ROCKFLEET FINANCIAL SERVICES, INC.
Sarasota, FL
AUM
$956K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-909-4489
ARKHE WEALTH MANAGEMENT
Miami, FL
AUM
$410K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
1-786-821-9044
WCA ADVISORS, LLC
Miami, FL
AUM
$245K
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
305-432-8337
BOGGESS ASSET MANAGEMENT
West Palm Beach, FL
AUM
$175K
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727.416.0177
DAS WEALTH MANAGEMENT
Orlando, FL
AUM
$105K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 employees
Clients
—
Fees
Hourly charges
904-423-6860
FINANCIAL CONNECTION, INC
Boca Raton, FL
AUM
$94K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-372-6000
CARBON WEALTH MANAGEMENT
Tampa, FL
AUM
$5K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(813) 281-1800
ALIUS CAPITAL PARTNERS
Aventura, FL
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
3054955440
AXXETS WM
Aventura, FL
AUM
$0
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305 405-9000
BROADSPAN ASSET MANAGEMENT LLC
Miami, FL
AUM
—
Institutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-424-3400
AUM
$0
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-722-7789
ELM WEALTH ADVISORY
Palm Beach Gardens, FL
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(561) 956-7934
EVERTERN WEALTH, LLC
Naples, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-508-7700
EX CATHEDRA LLC
Fort Lauderdale, FL
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
7542727709