3EDGE ASSET MANAGEMENT, LP
Naples, FL
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
844-903-3343
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
BULLTICK WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-533-1541
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Venice, FL
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
941-408-8557
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Fort Lauderdale, FL
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
954-524-5552
A&M PRIVATE WEALTH PARTNERS, LLC
West Palm Beach, FL
AUM
$1.83B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-268-0900
SLATESTONE WEALTH LLC
Jupiter, FL
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-244-2504
ACCURATE WEALTH MANAGEMENT, LLC
Wesley Chapel, FL
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
813-994-0984
ARS WEALTH ADVISORS
St.. Petersburg, FL
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM
727-322-7681
INTREPID CAPITAL MANAGEMENT INC
Jacksonville Beach, FL
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
904-246-3433
SIERRA CAPITAL LLC
Miami, FL
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-867-3533
CICCARELLI ADVISORY SERVICES INC
Naples, FL
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
239-262-6577
CALTON & ASSOCIATES, INC.
Tampa, FL
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
221 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
813-264-0440
ROYAL FUND MANAGEMENT, LLC
Lady Lake, FL
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
83 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
352-750-1637
ACTIVEST WEALTH MANAGEMENT, LLC
Aventura, FL
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
954-399-8121
PRIVATE CAPITAL MANAGEMENT
Naples, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
(239) 254-2500
SPIREPOINT PRIVATE CLIENT, LLC
Vero Beach, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
772-316-1271
J. L. BAINBRIDGE & CO., INC.
Sarasota, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
941-365-3435
SEAVIEW INVESTMENT MANAGERS LLC
Coral Gables, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-330-2332
FIFTH AVENUE FAMILY OFFICE
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
239-262-6300
INTELLUS ADVISORS, LLC
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
239-649-3600
MOISAND FITZGERALD TAMAYO, LLC
Orlando, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
407-869-6228
IBEX WEALTH ADVISORS, LLC
West Palm Beach, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-849-4800
AMERICAN FINANCIAL ADVISORS INC
Winter Park, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-207-9006
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, FL
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
772-778-0552