DOUBLE DIAMOND INVESTMENT GROUP, LLC
Delray Beach, FL
AUM
$65.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
973-296-7955
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
CROSSPLAN MONEY MANAGEMENT
Seminole, FL
AUM
$64.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
727-398-7900
HYPERION WEALTH MANAGEMENT, LLC
Maitland, FL
AUM
$64.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(407) 935-1040
HACHIKO FINANCIAL USA CORP.
Coral Gables, FL
AUM
$62.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-400-8527
ASSET PROTECTION GROUP
Sunrise, FL
AUM
$62.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
954-598-0752
BANKSHOP, LLC
Miami, FL
AUM
$62.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(954)-256-6259
EVEREST FINANCIAL ADVISORS, LLC
Cooper City, FL
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
954-233-1960
PELION INVESTMENT ADVISORS, INC.
Tampa, FL
AUM
$61.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
917-639-5451
FOREM INVESTMENTS LLC
Coral Gables, FL
AUM
$61.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305 462-4267
THE RETIREMENT PLANNERS, USA, LLC
Pensacola, FL
AUM
$60.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
850-995-1999
KREHBIEL FINANCIAL LLC
Satellite Beach, FL
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(321) 222-0890
RIWM, LLC
Coral Gables, FL
AUM
$59.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305-347-8700
AVID PLANNING
St.. Petersburg, FL
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
727-228-6840
AKAR CAPITAL MANAGEMENT, INC.
Plantation, FL
AUM
$58.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Commissions
954-476-7011
EMA SMA LLC
Naples, FL
AUM
$58.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-259-0699
RED HILLS CAPITAL, LLC
Tallahassee, FL
AUM
$57.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
850-425-1110
FIRST DOWN FINANCIAL
Oviedo, FL
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
407-542-7232
BAY CAPITAL
Tampa, FL
AUM
$56.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
813-286-1553
AVANTI WEALTH MANAGEMENT
Longwood, FL
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
407-331-7330
MCCARTY WEALTH
Rockledge, FL
AUM
$55.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(321) 221-7870
S.H. CAPITAL MANAGEMENT CORP.
Boca Raton, FL
AUM
$54.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
561- 504-1046
MURRAY STREET CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
954-314-6700
WAKEFUL
Miami, FL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(305) 582-3796
AMIDA WEALTH ADVISORS, LLC
Miami, FL
AUM
$53.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(305) 809-0790