LMPG WEALTH ADVISORS, LLC
Miami, FL
AUM
$131.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
610-202-9897
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
1ST DISCOUNT BROKERAGE, INC.
Lake Worth, FL
AUM
$131.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-515-3200
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
860-659-8299
STERLING BRIDGE FINANCIAL GROUP LLC
Palm Harbor, FL
AUM
$131.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(727) 250-4130
DMK ADVISOR GROUP, INC.
Lutz, FL
AUM
$130.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-996-6100
AUM
$130.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
516-666-0144
SOLIST FINANCIAL
Tampa, FL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
8132943737
SAFE HARBOR FIDUCIARY, LLC
Pensacola, FL
AUM
$129.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-435-4844
PASQUA WEALTH SOLUTIONS
Palm City, FL
AUM
$129.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
(914) 461-3336
MACLENDON WEALTH MANAGEMENT, LLC
Delray Beach, FL
AUM
$129.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(561) 293-3520
ANTONETTI CAPITAL MANAGEMENT, LLC
Naples, FL
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-403-0218
OBION CAPITAL MANAGEMENT LP
Miami, FL
AUM
$129.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-317-5100
AUM
$129.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-221-4508
MARIVA GLOBAL ASSET MANAGEMENT, LLC
Miami, FL
AUM
$129.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
305-712-6999
GORDON ASSET MANAGEMENT LLC
West Palm Beach, FL
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
512-482-9600
VELARIS WEALTH MANAGEMENT
Orlando, FL
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
786-657-1584
RM ADVISER, LLC
Orlando, FL
AUM
$128.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(407) 876-1702
SECOND HALF FINANCIAL PARTNERS, LLC
Sebring, FL
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
863-385-1101
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
Palm Harbor, FL
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
727-281-2882
LESTE USA, LLC
Miami, FL
AUM
$126.3M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
305-929-9200
REALITY FINANCIAL PLANNING SERVICES, LLC
Sarasota, FL
AUM
$125.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(941) 366-5700
SUNDIAL WEALTH LLC
Boca Raton, FL
AUM
$125.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-302-4371
MAR WEALTH MANAGEMENT SERVICES, LLC
West Palm Beach, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-708-6285
CENTRUS FINANCIAL STRATEGIES
Orlando, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-800-779-4592