NEIL JESANI WEALTH MANAGEMENT
Sunrise, FL
AUM
$194.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(954) 800-0460
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
BUCKLEY CAPITAL ADVISORS, LLC
Miami Beach, FL
AUM
$193.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-292-9957
ONE WEALTH INVESTORS
Boca Raton, FL
AUM
$193.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 289-8105
KAZAZIAN ASSET MANAGEMENT, LLC
Fort Lauderdale, FL
AUM
$193.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-365-6509
SETCHFIELD ASSET MANAGEMENT
Bradenton, FL
AUM
$192.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
303-627-1099
NUMA
Miami, FL
AUM
$192.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-315-4824
DAVIS PRIVATE WEALTH, LLC
Royal Palm Beach, FL
AUM
$192.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 284-8999
CALUMET CAPITAL PARTNERS LLC
Miami, FL
AUM
$191.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-543-2102
AEGIS WEALTH MANAGEMENT, LLC
Maitland, FL
AUM
$190.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Fixed fees
407-831-3660
ARMADA ADVISORS
Pensacola, FL
AUM
$190.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
850-497-6167
FINANCIAL INDEPENDENCE ADVISORS, LLC
Jacksonville, FL
AUM
$189.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
904-605-4545
SILER WEALTH MANAGEMENT
Longwood, FL
AUM
$188.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-831-8002
AMICORP WEALTH SERVICES
Miami, FL
AUM
$188.5M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(786) 8421075
SFG WEALTH ADVISORS, LLC
Tampa, FL
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(813) 251-9095
MERITED WEALTH, LLC
North Bay Village, FL
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
305.722.0091
VIGIL WEALTH MANAGEMENT, LLC
Ponte Vedra Beach, FL
AUM
$186.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(904) 709-4810
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
Saint Augustine, FL
AUM
$185.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
904-825-0422
NILES INVESTMENT MANAGEMENT, LLC
Plantation, FL
AUM
$185.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(305) 813-0484
VISION ONE MANAGEMENT PARTNERS, LP
Miami, FL
AUM
$184.7M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-826-9138
RIVERTREE ADVISORS, LLC
Winter Park, FL
AUM
$184.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-599-1104
GLOBAL WEALTH MANAGEMENT, L.C.
Deerfield Beach, FL
AUM
$184.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
+1 (341) 201-5599
NVERSES CAPITAL, LLC
Wellington, FL
AUM
$184.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
732-742-7703
ECONOLOGICS FINANCIAL ADVISORS
Largo, FL
AUM
$183.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
727-588-1540
AUM
$183.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-443-0879