AVENUES WEALTH, LLC
Winter Park, FL
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(407) 898-3181
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
LAKESHORE ADVISORS
Winter Park, FL
AUM
$80.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-464-5122
DIGITAL ASSET INVESTMENT MANAGEMENT
Palm Beach Gardens, FL
AUM
$80.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
949-298-7582
CORAL REEF ADVISORS LLC
Ponte Vedra Beach, FL
AUM
$79.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
904-582-5449
ASSET MANAGEMENT FINANCIAL SERVICES INC.
Clearwater, FL
AUM
$79.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-216-8525
LONGMAN WEALTHCARE MANAGEMENT, LLC
Miami, FL
AUM
$78.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
305-892-8598
VECTORWEALTH
Tampa, FL
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
813-578-4658
AARON BRASK CAPITAL
Lake Worth Beach, FL
AUM
$77.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(561) 972-7165
INTEGRITY WEALTH MANAGEMENT
Sarasota, FL
AUM
$77.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
941-955-2700
LASHLEY WEALTH MANAGEMENT
Sarasota, FL
AUM
$77.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
913 338-2400
GULFCOAST FINANCIAL SERVICES, INC.
Lake City, FL
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
386-755-9018
POPE WEALTH MANAGEMENT
Lakewood Ranch, FL
AUM
$76.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
941-800-5955
PRYM ADVISORS LLC
Fort Lauderdale, FL
AUM
$76.4M
Trusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-904-0156
MONARCH ASSET MANAGEMENT LLC
Bradenton, FL
AUM
$75.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(941) 361-1212
MAGEN WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$75.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954-338-1966
ASG CAPITAL
Miami, FL
AUM
$75.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-760-6531
SARASOTA CAPITAL STRATEGIES,INC.
Osprey, FL
AUM
$74.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-918-2255
RONALD GELOK & ASSOCIATES, LLC
Naples, FL
AUM
$74.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(800) 467-8152
CASSINI CAPITAL MANAGEMENT, LLC
Tallahassee, FL
AUM
$74.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
850-566-7737
PONTE VEDRA WEALTH
Ponte Vedra Beach, FL
AUM
$74.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
904-280-0771
OCEANUS CAPITAL PARTNERS, LLC
Ponte Vedra Beach, FL
AUM
$73.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(904) 834-3798
RETIREMENT INCOME STRATEGIES INC.
Palm Beach Gardens, FL
AUM
$73.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
561-776-6269
LYONS INVESTMENT MANAGEMENT
Winter Park, FL
AUM
$73.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
386-775-1177
FARNSLEY WEALTH MANAGEMENT, LLC
Port St.. Joe, FL
AUM
$72.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-227-3336