SUNCOAST EQUITY MANAGEMENT, LLC
Tampa, FL
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM
(813) 963-0502
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
INDIVISIBLE PARTNERS
Clearwater, FL
AUM
$2.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-306-5490
SAWGRASS ASSET MANAGEMENT LLC
Ponte Vedra Beach, FL
AUM
$2.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(904) 493-5500
PROVISE MANAGEMENT GROUP, LLC
Clearwater, FL
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
[727] 441-9022
ALTHUM ADVISORS LLC
Miami, FL
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
+1 305-456-7645
NAPLES GLOBAL ADVISORS
Naples, FL
AUM
$2.00B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM
239-776-7900
EVOLUTION WEALTH ADVISORS, LLC
Aventura, FL
AUM
$1.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(305) 921-4740
3EDGE ASSET MANAGEMENT, LP
Naples, FL
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
844-903-3343
BULLTICK WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-533-1541
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Venice, FL
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
941-408-8557
MORA CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-459-5400
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Fort Lauderdale, FL
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
954-524-5552
A&M PRIVATE WEALTH PARTNERS, LLC
West Palm Beach, FL
AUM
$1.83B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-268-0900
SLATESTONE WEALTH LLC
Jupiter, FL
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-244-2504
AGW CAPITAL ADVISORS
Tampa, FL
AUM
$1.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
813-254-4700
ACCURATE WEALTH MANAGEMENT, LLC
Wesley Chapel, FL
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
813-994-0984
ARS WEALTH ADVISORS
St.. Petersburg, FL
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM
727-322-7681
VECTORGLOBAL IAG, INC.
Miami, FL
AUM
$1.63B
Wealth MgmtTrusts & Estates
Team
27 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-350-3350
INTREPID CAPITAL MANAGEMENT INC
Jacksonville Beach, FL
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
904-246-3433
SIERRA CAPITAL LLC
Miami, FL
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-867-3533
CICCARELLI ADVISORY SERVICES INC
Naples, FL
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
239-262-6577
CREDICORP CAPITAL ADVISORS LLC
Miami, FL
AUM
$1.58B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
305-455-0975
CALTON & ASSOCIATES, INC.
Tampa, FL
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
221 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
813-264-0440
ROYAL FUND MANAGEMENT, LLC
Lady Lake, FL
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
83 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
352-750-1637