TRUE WEALTH ADVISORY GROUP
Miami, FL
AUM
$240.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEES
786.358.0050
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
LOYOLA ASSET MANAGEMENT LLC
Coral Gables, FL
AUM
$239.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
305-377-1941
SMITH BRUER
Tallahassee, FL
AUM
$238.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
850-877-0803
GOLDEN ROAD ADVISORS LLC
Tampa, FL
AUM
$237.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-491-1593
PENTO PORTFOLIO STRATEGIES, LLC
Naples, FL
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
732-772-9500
MILLARES ASSET MANAGEMENT, LLC
Coral Gables, FL
AUM
$236.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-662-9649
CREO CAPITAL PARTNERS MANAGEMENT LLC
Miami, FL
AUM
$235.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
305-998-0078
MBF HEALTHCARE MANAGEMENT II, LLC
Coral Gables, FL
AUM
$235.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-476-5161
KINGSMAN WEALTH MANAGEMENT INC.
Pensacola, FL
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
850-565-3780
PLAN TO PROSPER WEALTH MANAGEMENT
Ormond Beach, FL
AUM
$234.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
386-271-2127
BELLEAIR ASSET MANAGEMENT, LLC
Belleair Bluffs, FL
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
727-586-3541
ANCHOR WEALTH MANAGEMENT GROUP LLC
West Palm Beach, FL
AUM
$233.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(561) 228-8688
RESHAPE WEALTH
Boca Raton, FL
AUM
$232.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-626-7902
L&S INVESTMENT ADVISORS, LLC
Miami, FL
AUM
$231.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-241-7000
ANDREW HILL INVESTMENT ADVISORS, INC.
Naples, FL
AUM
$231.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-450-3999
UNIMAR
Miami, FL
AUM
$230.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-245-4164
PRIMORIS WEALTH ADVISORS, LLC
North Palm Beach, FL
AUM
$230.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
561-296-0796
TURNER FINANCIAL GROUP, INC.
Pace, FL
AUM
$229.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
850-995-1797
VELVET SEA VENTURES
West Palm Beach, FL
AUM
$229.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-594-4751
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$228.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954-703-2020
NAPLES WEALTH PLANNING
Bonita Springs, FL
AUM
$226.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-330-4183
ALIGN PRIVATE CAPITAL
Sarasota, FL
AUM
$226.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
917-365-9073
ELEVATION ADVISORY PARTNERS LLC
Orlando, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
913-827-4588
ANGELUS INVESTMENT CONSULTING, INC.
Coral Gables, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-928-1551