STWD INVESTMENT MANAGEMENT, LLC
Miami Beach, FL
AUM
$5.43B
Wealth Mgmt
Team
126 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305.695.5500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
HQ CAPITAL PRIVATE EQUITY LLC
Miami, FL
AUM
$5.40B
Wealth MgmtRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-944-0500
SKYE GLOBAL MANAGEMENT LP
West Palm Beach, FL
AUM
$5.21B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-256-8923
GENTRUST
Miami, FL
AUM
$5.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
305-677-6688
INSIGNEO ADVISORY SERVICES, LLC
Miami, FL
AUM
$5.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
178 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305.373.9000
MORAN WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$5.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-920-4440
ALIYA CAPITAL PARTNERS LLC
Miami, FL
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-831-4999
NEWPORT GROUP CONSULTING, LLC
Lake Mary, FL
AUM
$5.05B
Wealth MgmtRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
407-333-2905
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
Boca Raton, FL
AUM
$4.97B
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
561-241-9244
YALE CAPITAL CORP.
St.. Petersburg, FL
AUM
$4.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
727-823-0006
EULAV ASSET MANAGEMENT
Sarasota, FL
AUM
$4.90B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-907-1900
SIRIS CAPITAL GROUP, LLC
West Palm Beach, FL
AUM
$4.81B
Wealth Mgmt
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-231-0095
GWN SECURITIES INC.
Palm Beach Gardens, FL
AUM
$4.75B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
448 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
561-472-2700
KINETIC PARTNERS MANAGEMENT, LP
Miami, FL
AUM
$4.73B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-390-4400
ACASTA PARTNERS US LLC
Boca Raton, FL
AUM
$4.72B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 20 7070 2500
BOWEN, HANES & CO INC
Ponte Vedra Beach, FL
AUM
$4.62B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
404-995-0507
TEMPLETON INVESTMENT COUNSEL, LLC
Ft.. Lauderdale, FL
AUM
$4.61B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
(954) 527-7500
DWIGHT SECURITIES MANAGEMENT LLC
Sunny Isles Beach, FL
AUM
$4.56B
Wealth MgmtInstitutional
Team
34 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-960-3750
CWA ASSET MANAGEMENT GROUP
Naples, FL
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
239-434-7434
VALLEY FORGE CAPITAL MANAGEMENT
Miami, FL
AUM
$4.45B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-210-6000
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-712-8888
REDWHEEL
Miami, FL
AUM
$4.38B
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
3056029501
GOOD LIFE ADVISORS, LLC
Celebration, FL
AUM
$4.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
88 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-477-4887
SIRENIA CAPITAL MANAGEMENT LP
Miami Beach, FL
AUM
$4.26B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-516-4765