ADVANCED TAX & INVESTMENTS, INC.
Orlando, FL
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-595-2084
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
EIN SOF ADVISORS, LLC
Boca Raton, FL
AUM
$27.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
561-715-4267
BANYAN ASSET MANAGEMENT, INC.
Naples, FL
AUM
$27.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
888-584-0400
WEST PINE 43 LLC
West Palm Beach, FL
AUM
$25.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-970-0043
AK INVESTING
Sarasota, FL
AUM
$25.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
847-220-3989
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC
Jupiter, FL
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-295-3483
COMMONCENTS WEALTH ADVISORS, LLC
New Port Richey, FL
AUM
$25.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-376-7100
LONGVIEW, INC.
Longwood, FL
AUM
$24.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
407-260-6999
D2 CAPITAL MANAGEMENT
Jacksonville, FL
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-248-9871
CALIBER WEALTH ADVISORY
Tampa, FL
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(813) 819-3400
22 SEVEN WEALTH MANAGEMENT INC
Panama City, FL
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
850-960-2207
ANCHOR ADVISORY, LLC
Miami, FL
AUM
$24.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(305) 491-9391
ECHELON VIRTUAL FAMILY OFFICE, LLC
Sarasota, FL
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(888) 892-9882
PATRUMIN INVESTORS, LLC
Naples, FL
AUM
$23.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(844) 728-7864
BLUE OCEAN WEALTH MANAGEMENT, LLC
Clearwater, FL
AUM
$23.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
727-243-3030
BLUE JASPER CAPITAL LLC
Clermont, FL
AUM
$23.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(407) 204-0147
HYGGE ADVISORS, LLC
St.. Petersburg, FL
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(727) 344-9160
TRANSPARENZA ADVISORS LLC
Miami, FL
AUM
$23.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
786-702-0078
EMERGENT GLOBAL INVESTMENTS
Coral Gables, FL
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
305-203-2322
TRIUMPH PRIVATE WEALTH
Orlando, FL
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-900-4802
PARACCA FINANCIAL GROUP
Osprey, FL
AUM
$22.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
7246507023
GLOBALINVEST FINANCIAL SERVICES, INC.
Coral Gables, FL
AUM
$21.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
786-536-4075
FAMILY AND MONEY MATTERS
Coral Gables, FL
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-432-3000
POLLEY WEALTH MANAGEMENT LLC
Orlando, FL
AUM
$21.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(407) 337-1085