AUM
$130.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
669-237-2787
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
DOXARA CAPITAL LP
Jacksonville, FL
AUM
$125.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-589-3350
Full profileNo website
KAHN FINANCIAL GROUP
Clearwater, FL
AUM
$122.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
727-797-5551
Full profileNo website
BANCARIBE CAPITAL
Miami, FL
AUM
$121.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(305) 200-8800
Full profileNo website
AUM
$114.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SELECTION OF OTHER ADVISOR FEES
305-912-7022
Full profileNo website
SERVATUS CAPITAL
Naples, FL
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
314-750-1167
Full profileNo website
SHAW FINANCIAL SOLUTIONS LLC
Coral Gables, FL
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
305-443-1706
Full profileNo website
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
Orlando, FL
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-484-3819
Full profileNo website
ALPHAQ ADVISORS
Winter Park, FL
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
407-982-4550
Full profileNo website
ZEST
Miami, FL
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
3053946486
Full profileNo website
TRAVER FINANCIAL CONSULTING NETWORK PA
Lakewood Ranch, FL
AUM
$88.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
917-576-0308
Full profileNo website
VIONI CAPITAL MANAGEMENT, LLC
Sarasota, FL
AUM
$84.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
941-362-0870
Full profileNo website
ZURAW FINANCIAL
Delray Beach, FL
AUM
$70.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-272-7317
Full profileNo website
ARLEN WEALTH MANAGEMENT, LLC
Sarasota, FL
AUM
$70.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-309-5193
Full profileNo website
VANTAGE WEALTH MANAGEMENT LLC
Aventura, FL
AUM
$67.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
917-647-9052
Full profileNo website
SAINT JOSEPH ADVISORS LLC
Miami, FL
AUM
$64.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-972-2672
Full profileNo website
CYPRESS CAPITAL GROUP
Palm Beach, FL
AUM
$63.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-659-5889
Full profileNo website
MACRO STRATEGY ADVISORS
Miami, FL
AUM
$61.7M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
786-3489408
Full profileNo website
CAPITAL ASSET ADVISORY, INC.
Jacksonville, FL
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-997-1221
Full profileNo website
SENTINEL ADVISORY CORP
Fernandina Beach, FL
AUM
$51.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
508-732-6762
Full profileNo website
LATIN SECURITIES INC
Miami, FL
AUM
$48.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
786-579-0234
Full profileNo website
HOLISTIC ASSET MANAGEMENT, LLC
Miami, FL
AUM
$48.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-374-1177
Full profileNo website
ITAU INTERNATIONAL SECURITIES INC.
Miami, FL
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-416-7813
Full profileNo website
PEAK WEALTH GROUP LLC
St.. Augustine, FL
AUM
$44.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-679-4586
Full profileNo website