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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in FL

779 advisers found

INVEX ADVISORS LLC

Coral Gables, FL

AUM

$759.3M

Wealth MgmtTrusts & Estates

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

786-425-1717

Full profileNo website

BR CAPITAL

Coral Gables, FL

AUM

$568.4M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

305-448-0014

Full profileNo website

GRAVITALIX FINANCIAL

Coral Springs, FL

AUM

$542.5M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Fixed fees; Performance-based fees

646-732-0299

Full profileNo website

FINANCIAL ADVISORY PARTNERS, LLC

Winter Park, FL

AUM

$377.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

407-478-6314

Full profileNo website

BLACKRIDGE ASSET MANAGEMENT, LLC

Jupiter, FL

AUM

$370.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

67 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

561-641-5050

Full profileNo website

CIC, LLC

Marco Island, FL

AUM

$299.8M

Wealth MgmtRetirementInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

(212) 359-0959

Full profileNo website

WIN ADVISORS, INC

Palm Beach Gardens, FL

AUM

$266.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

561-472-2000

Full profileNo website

SETTIAN CAPITAL LP

Saint Augustine, FL

AUM

$156.5M

Wealth MgmtInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

203-257-0925

Full profileNo website
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