GREAT WEALTH INVESTMENTS
Boca Raton, FL
AUM
$15.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
347-375-7100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
THE JAFFEE FINANCIAL GROUP, INC.
Cooper City, FL
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
954-430-5855
OCALA CAPITAL, LLC
Ocala, FL
AUM
$15.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
352-369-0014
FENDZ ASSET MANAGEMENT, INC.
Coral Gables, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
305-562-1944
BFA WEALTH MANAGEMENT
Boca Raton, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
26-50
Fees
Percentage of AUM
774-696-0305
MELBERTH CAPITAL
Sarasota, FL
AUM
$14.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-320-1359
RARIDEN INVESTMENT ADVISORS, LLC
Oviedo, FL
AUM
$14.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
407.542.5988
STARKEL WEALTH ADVISORS, LLC
Sarasota, FL
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
417-708-7400
CENTURY BUSINESS & FINANCIAL SERVICES
Longboat Key, FL
AUM
$14.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-786-2412
GROVE WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$14.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-384-4770
PERSONAL WEALTH PLANNING, LLC
Hollywood, FL
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
954-985-3555
RFM INVESTMENT ADVISOR
Boca Raton, FL
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-451-9990
MASH FINANCIAL PLANNING
Jacksonville, FL
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
904-449-7600
INDEX PORTFOLIO ADVISORS, LLC
Stuart, FL
AUM
$13.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
772-220-1100
REVISION WEALTH MANAGEMENT LLC
Gainesville, FL
AUM
$13.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-564-8464
LADIN FINANCIAL GROUP, INC.
Coral Gables, FL
AUM
$13.0M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-444-4898
JLP INVESTMENTS
Jacksonville, FL
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
904-634-7780
ANCHOR FINANCIAL SERVICES, CPA, PA
Stuart, FL
AUM
$12.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
772-287-8964
STRATEGIC INVESTMENTS & INSURANCE
Boca Raton, FL
AUM
$12.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES FROM OTHER INVESTMENT ADVISORY FIRMS
(561)221-6934
LEFILS WEALTH MANAGEMENT LLC
Orange City, FL
AUM
$12.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
386-775-6989
369 FINANCIAL LLC
Jacksonville, FL
AUM
$12.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
9047469485
O'TOOLE STRATEGIC INVESTMENTS LLC
Longwood, FL
AUM
$12.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
407-786-4026
DOLPHIN FINANCIAL GROUP
Clearwater, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
888-508-5935
HARVEY & COMPANIES, INC.
St.. Petersburg, FL
AUM
$12.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
727-867-1000