SEDG FINANCIAL SERVICES CORP.
Davie, FL
AUM
$53.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-862-1492
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
FIVENCA ASSET MANAGEMENT
Miami, FL
AUM
$52.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
646-348-0896
JURICK FINANCIAL SERVICES
Parkland, FL
AUM
$52.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
954-557-4859
SUSKO WEALTH ADVISORS
Naples, FL
AUM
$51.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(239) 598-0093
CLARITY FINANCIAL DESIGN
Sarasota, FL
AUM
$51.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
407-494-0593
ARBOGAST FINANCIAL ADVISORS, LLC
Melbourne, FL
AUM
$50.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-723-5480
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-972-7797
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 834-6549
NEWELL WEALTH MANAGEMENT, LLC
Winter Garden, FL
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(407) 337-7128
AVENTAIL WEALTH MANAGEMENT, LLC
Winter Haven, FL
AUM
$49.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
863-333-1927
CAPSTONEWEALTH
Oxford, FL
AUM
$49.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(352) 850-7392
CPA INVESTMENT SOLUTIONS, INC.
Sarasota, FL
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
941-923-1831
BONDWIRE
Weston, FL
AUM
$48.9M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM; SOLICITOR FEES FROM UNRELATED THIRD-PARTY ENTITIES
(754)206-0011
AVENTURA CAPITAL MANAGEMENT, LLC
Boca Raton, FL
AUM
$48.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
305-466-0467
SWAN RETIREMENT STRATEGIES
Sarasota, FL
AUM
$48.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(941) 271-9005
HALE & DOERR WEALTH MANAGEMENT LLC
Gulf Breeze, FL
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
850-934-4288
PELORUS FINANCIAL, LLC
Trinity, FL
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(727) 287-4892
ALTIOR CAPITAL
Winter Park, FL
AUM
$45.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
321-335-2555
SICKLE HUNTER FINANCIAL ADVISORS
Tampa, FL
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8133216423
AMERICAN FAMILY LEGACY GROUP
Tampa, FL
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-245-8340
STAR WEALTH ADVISORS
Boca Raton, FL
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-201-7331
CAPVIEW ADVISORS, LLC.
Coral Gables, FL
AUM
$42.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305 200-4188
ADVISE FINANCIAL
Boca Raton, FL
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(561) 45482-84
IQ PORTFOLIOS
Windermere, FL
AUM
$42.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-558-7969