MERION ROAD CAPITAL MANAGEMENT LLC
Miami Shores, FL
AUM
$34.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-972-7675
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
OAKMONTE WEALTH MANAGEMENT
Orlando, FL
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
407-412-9255
SENTINEL WEALTH INC
Bonita Springs, FL
AUM
$34.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(239) 948-0314
VIRJI INVESTMENTS, INC.
Lake Mary, FL
AUM
$33.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
321-275-5050
CAVAN CAPITAL MANAGEMENT LLC
Naples, FL
AUM
$33.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
312-961-4820
BISHOP CAPITAL ADVISORS LLC
Boca Raton, FL
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561-948-6500
PERSONAL ASSET MANAGEMENT
St. Petersburg, FL
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
727-360-4499
PLATINUM PLANNING, INC.
Sarasota, FL
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-444-5260
PUREPATH WEALTH MANAGEMENT
Land O' Lakes, FL
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
727-834-2000
TUDOR ADVISORS LLC
Miami, FL
AUM
$31.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
786-257-2764
ALPHA ADVISORS, LLC
Lakeland, FL
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-665-8888
AVALON
Boca Raton, FL
AUM
$31.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(866) 711-2836
CARDINAL WEALTH MANAGEMENT
Naples, FL
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-215-1114
NATHAN G. HANNA, LLC
Palm Harbor, FL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
727-773-2988
VIM WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-905-8950
EAGLE TALON PARTNERS
Naples, FL
AUM
$31.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
239-399-4808
IPLAN
Winter Haven, FL
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
202-600-9605
HURLEY WEALTH MANAGEMENT GROUP, INC
Oakland, FL
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 483-9044
LIBERTY ADVISORY GROUP, INC.
Ponte Vedra Beach, FL
AUM
$28.8M
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(904) 834-3544
MEEKS CAPITAL LLC
Winter Park, FL
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-494-5439
VSI SECURITIES, INC.
Miami, FL
AUM
$28.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-372-2446
FARMAND INVESTMENT SERVICES, INC.
Jacksonville, FL
AUM
$28.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; INITIAL PORTFOLIO SET-UP FEES
904-396-6838
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
Gainesville, FL
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
352-373-7505
COUTURE FINANCIAL INC.
Sarasota, FL
AUM
$28.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
941-366-3551