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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in FL

779 advisers found

PAR5 ADVISORS LLC

Miami, FL

AUM

$15.8M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM

786-638-5650

Full profileNo website

AURE INVESTMENTS

Tampa, FL

AUM

$14.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

+15093120627

Full profileNo website

EXPAT FINANCIAL SOLUTIONS

Miami Beach, FL

AUM

$12.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

305-777-2240

Full profileNo website

SOL FINANCIAL

Miami, FL

AUM

$9.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

305-792-8377

Full profileNo website

710 CONSULTING GROUP, LLC

Pembroke Pines, FL

AUM

$8.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

850-710-0916

Full profileNo website

MAGNA VIS CAPITAL

Gainesville, FL

AUM

$353K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(941) 914-1551

Full profileNo website

PRIMUS TRUST

Windermere, FL

AUM

$222K

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

352-256-5533

Full profileNo website

CAMBIER CAPITAL, LLC

Naples, FL

AUM

$0

Financial PlanningWealth MgmtInstitutional

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

(239) 289-1218

Full profileNo website
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