J. W. COLE ADVISORS, INC.
Tampa, FL
AUM
$8.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
468 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 935-6776
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
BRAMSHILL INVESTMENTS, LLC
Naples, FL
AUM
$8.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(239) 920-7310
FLEXPOINT FORD, LLC
Miami, FL
AUM
$7.89B
Wealth Mgmt
Team
65 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
786-885-1850
AE INDUSTRIAL PARTNERS, LP
Boca Raton, FL
AUM
$7.72B
Wealth Mgmt
Team
49 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-521-4466
DSM CAPITAL PARTNERS
Palm Beach Gardens, FL
AUM
$7.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-618-4000
GRAMERCY FUNDS MANAGEMENT LLC
West Palm Beach, FL
AUM
$7.42B
Wealth MgmtInstitutional
Team
32 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-552-1900
DIMENSION CAPITAL MANAGEMENT LLC
Coral Gables, FL
AUM
$7.29B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-371-2776
AUM
$7.10B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(786) 577-3074
COMMUNITY CAPITAL MANAGEMENT, LLC
Fort Lauderdale, FL
AUM
$7.00B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
877-272-1977
DAKOTA WEALTH, LLC
Palm Beach Gardens, FL
AUM
$6.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
61 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(561) 774-8101
IMPERIAL FUND ASSET MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$6.84B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 226-5200
PROSPECT CAPITAL MANAGEMENT L.P.
West Palm Beach, FL
AUM
$6.64B
Wealth Mgmt
Team
44 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-285-4044
KOVACK ADVISORS, INC.
Ft.. Lauderdale, FL
AUM
$6.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
300 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
954-782-4771
RIVERNORTH CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
$6.17B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-484-7185
A FIN MANAGEMENT LLC
Sunny Isles Beach, FL
AUM
$6.16B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-280-0680
PENNANTPARK INVESTMENT ADVISERS, LLC
Miami Beach, FL
AUM
$6.16B
Wealth Mgmt
Team
30 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-905-1000
WARREN EQUITY PARTNERS MANAGER, L.P.
Jacksonville Beach, FL
AUM
$6.09B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
904-746-7027
FACET
West Palm Beach, FL
AUM
$6.04B
Financial PlanningWealth MgmtTrusts & Estates
Team
55 advisors
Clients
More than 500
Fees
Fixed fees
(443)376-6222
TRIVEST INVESTMENT ADVISORS, LLC
Coral Gables, FL
AUM
$6.01B
Wealth Mgmt
Team
73 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-858-2200
THIRD LAKE PARTNERS, LLC
Tampa, FL
AUM
$5.97B
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(813) 497-8100
DEPRINCE, RACE & ZOLLO, INC.
Winter Park, FL
AUM
$5.89B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-420-9903
SUN CAPITAL ADVISORS, L.P.
Boca Raton, FL
AUM
$5.84B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-394-0550
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
ALTAROCK PARTNERS LP
West Palm Beach, FL
AUM
$5.66B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 200-1300