AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-963-2500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
3650 REIT INVESTMENT MANAGEMENT LLC
Miami, FL
AUM
$2.43B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-901-1010
ISAM FUNDS (USA) LLC
Boca Raton, FL
AUM
$2.33B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 212 561 1200
AUM
$2.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-482-8000
FIDELIS CAPITAL
Tampa, FL
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-934-6246
ABSOLUTE INVESTMENT ADVISERS, LLC
Rosemary Beach, FL
AUM
$2.23B
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
781-740-1904
KOSS-OLINGER CONSULTING, LLC.
Gainesville, FL
AUM
$2.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
352-373-3337
HERITAGE INVESTMENT GROUP, INC.
Pompano Beach, FL
AUM
$2.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
954-785-5400
ARISTOTLE ATLANTIC PARTNERS, LLC
Sarasota, FL
AUM
$2.22B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 employees
Clients
—
Fees
Percentage of AUM
212-652-4150
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
South Miami, FL
AUM
$2.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
3053583000
DOUBLELINE ETF ADVISER LP
Tampa, FL
AUM
$2.13B
Wealth Mgmt
Team
89 advisors
Clients
0
Fees
Percentage of AUM
(813)791-7333
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
ALPINE ASSOCIATES MANAGEMENT INC.
Palm Beach, FL
AUM
$2.09B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-834-6550
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
VOLATILITY SHARES LLC
Palm Beach Gardens, FL
AUM
$2.04B
Wealth Mgmt
Team
10 advisors
Clients
0
Fees
Percentage of AUM
866-261-0273
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