IMG WEALTH MANAGEMENT, INC.
Jacksonville, FL
AUM
$209.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-731-9955
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
SHELLMAN INVESTMENT MANAGEMENT, LLC
Coral Gables, FL
AUM
$209.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(786) 655-6180
SOUTHCOL ADVISORS
Naples, FL
AUM
$208.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
239-228-8747
PONTA WEALTH PARTNERS, LLC
Winter Park, FL
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
407-490-4820
UCAP AMERICAS
Miami, FL
AUM
$208.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; 12B-1 FEES
646-809-3600
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$207.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-349-9200
FFO INVESTMENTS LLC
Tampa, FL
AUM
$207.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(302) 584-3415
STILLWATER WEALTH MANAGEMENT GROUP LLC
Juno Beach, FL
AUM
$206.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(561) 214-4125
SRT GROUP LLC
West Palm Beach, FL
AUM
$205.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-510-1919
021 INVESTMENTS LLC
Miami, FL
AUM
$205.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-202-1730
FLAVIN FINANCIAL SERVICES, INC.
Melbourne, FL
AUM
$205.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(321) 725-4700
GUIRY CAPITAL MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$204.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-337-5224
MCDERMOTT INVESTMENT ADVISORS, LLC
Naples, FL
AUM
$203.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(610) 882-1460
SYNTAX RESEARCH, INC.
Boca Raton, FL
AUM
$202.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 796-8296
CAMPBELL FINANCIAL PARTNERS, LLC
Fort Myers, FL
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-454-5333
SAUL WEALTH ADVISORS, LLC
Miami, FL
AUM
$201.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-457-1990
U.S. PRIVATE WEALTH, LLC
Palm Beach Gardens, FL
AUM
$200.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561.855.4635
AUM
$200.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
786-505-4412
RWA ADVISORS
Boca Raton, FL
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-288-1160
ATLANTIC WEALTH PARTNERS, LLC
Jupiter, FL
AUM
$198.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
561-632-0566
GIP INVESTMENT ADVISER LLC
West Palm Beach, FL
AUM
$198.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-567-9220
GRAND CENTRAL INVESTMENT GROUP, LLC
Tampa, FL
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-251-4200
AMUNI FINANCIAL, INC.
St. Petersburg, FL
AUM
$194.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
727-825-0522