CERTUITY, LLC
North Palm Beach, FL
AUM
$3.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
561-693-3255
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
GRYPHON WEALTH
Jacksonville, FL
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM
904-450-5330
CUMBERLAND ADVISORS
Sarasota, FL
AUM
$3.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
800-257-7013
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Coral Gables, FL
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
305-448-8882
CSENGE ADVISORY GROUP, LLC
Clearwater, FL
AUM
$3.17B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
67 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-437-6000
CYNDEO WEALTH PARTNERS
St.. Petersburg, FL
AUM
$3.15B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(727) 472-3700
CERTIFIED ADVISORY CORP
Altamonte Springs, FL
AUM
$3.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-869-9800
SHARIAPORTFOLIO, INC.
Lake Mary, FL
AUM
$3.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-275-5125
LARCH CAPITAL PARTNERS LLC
Miami, FL
AUM
$3.00B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(786) 677-4120
MMBG INVESTMENT ADVISORS CO.
Miami, FL
AUM
$2.98B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-374-0704
CPS INVESTMENT ADVISORS
Lakeland, FL
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
863-688-1725
MARINER INSTITUTIONAL, LLC
Winter Park, FL
AUM
$2.82B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
148 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
844-442-6326
KAWA CAPITAL MANAGEMENT, INC.
Hallandale Beach, FL
AUM
$2.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-560-5200
LRI INVESTMENTS
Palm Beach Gardens, FL
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-323-2265
INGHAM RETIREMENT GROUP
Miami, FL
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM
305-671-2200
AUM
$2.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
113 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-254-1500
MAS ADVISORS LLC
Coral Gables, FL
AUM
$2.56B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786-364-3101
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-963-2500
AUM
$2.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-482-8000
FIDELIS CAPITAL
Tampa, FL
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-934-6246
KOSS-OLINGER CONSULTING, LLC.
Gainesville, FL
AUM
$2.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
352-373-3337
HERITAGE INVESTMENT GROUP, INC.
Pompano Beach, FL
AUM
$2.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
954-785-5400
ARISTOTLE ATLANTIC PARTNERS, LLC
Sarasota, FL
AUM
$2.22B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 employees
Clients
—
Fees
Percentage of AUM
212-652-4150
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
South Miami, FL
AUM
$2.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
3053583000