GLADSTONE WEALTH PARTNERS
Palm Beach Gardens, FL
AUM
$5.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
104 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(908)-719-1313
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
HQ CAPITAL PRIVATE EQUITY LLC
Miami, FL
AUM
$5.40B
Wealth MgmtRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-944-0500
SKYE GLOBAL MANAGEMENT LP
West Palm Beach, FL
AUM
$5.21B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-256-8923
GENTRUST
Miami, FL
AUM
$5.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
305-677-6688
INSIGNEO ADVISORY SERVICES, LLC
Miami, FL
AUM
$5.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
178 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305.373.9000
MORAN WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$5.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-920-4440
NEWPORT GROUP CONSULTING, LLC
Lake Mary, FL
AUM
$5.05B
Wealth MgmtRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
407-333-2905
YALE CAPITAL CORP.
St.. Petersburg, FL
AUM
$4.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
727-823-0006
EULAV ASSET MANAGEMENT
Sarasota, FL
AUM
$4.90B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-907-1900
GWN SECURITIES INC.
Palm Beach Gardens, FL
AUM
$4.75B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
448 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
561-472-2700
ACASTA PARTNERS US LLC
Boca Raton, FL
AUM
$4.72B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 20 7070 2500
BOWEN, HANES & CO INC
Ponte Vedra Beach, FL
AUM
$4.62B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
404-995-0507
TEMPLETON INVESTMENT COUNSEL, LLC
Ft.. Lauderdale, FL
AUM
$4.61B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
(954) 527-7500
DWIGHT SECURITIES MANAGEMENT LLC
Sunny Isles Beach, FL
AUM
$4.56B
Wealth MgmtInstitutional
Team
34 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-960-3750
CWA ASSET MANAGEMENT GROUP
Naples, FL
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
239-434-7434
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-712-8888
REDWHEEL
Miami, FL
AUM
$4.38B
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
3056029501
GOOD LIFE ADVISORS, LLC
Celebration, FL
AUM
$4.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
88 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-477-4887
SOUND INCOME STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$4.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
134 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-487-1860
ARCHPOINT INVESTORS
Coral Gables, FL
AUM
$4.13B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
786-810-3660
FINACCESS ADVISORS, LLC
Miami, FL
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
305.377.1112
MONEY CONCEPTS ADVISORY SERVICE
Palm Beach Gardens, FL
AUM
$4.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
375 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
561-472-2000
VALOR ADVISORS LLC
Miami, FL
AUM
$4.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
305-424-1432
ADVUS FINANCIAL PARTNERS, LLC
Winter Park, FL
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-585-1160