ANDERSON FINANCIAL PARTNERS, INC.
Ponte Vedra, FL
AUM
$1.52B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9042808995
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
ACTIVEST WEALTH MANAGEMENT, LLC
Aventura, FL
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
954-399-8121
PRIVATE CAPITAL MANAGEMENT
Naples, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
(239) 254-2500
SPIREPOINT PRIVATE CLIENT, LLC
Vero Beach, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
772-316-1271
J. L. BAINBRIDGE & CO., INC.
Sarasota, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
941-365-3435
SEAVIEW INVESTMENT MANAGERS LLC
Coral Gables, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-330-2332
DIAPHANUM
Madrid, FL
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
+34 912 44 92 23
BBVA GLOBAL WEALTH ADVISORS, INC.
Miami, FL
AUM
$1.36B
Wealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM
3052057752
FIFTH AVENUE FAMILY OFFICE
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
239-262-6300
INTELLUS ADVISORS, LLC
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
239-649-3600
MOISAND FITZGERALD TAMAYO, LLC
Orlando, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
407-869-6228
ALLIE FAMILY OFFICE LLC
Miami, FL
AUM
$1.32B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
786-635-7162
IBEX WEALTH ADVISORS, LLC
West Palm Beach, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-849-4800
BIGSUR PARTNERS, LLC
Miami, FL
AUM
$1.28B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-740-6777
AMERICAN FINANCIAL ADVISORS INC
Winter Park, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-207-9006
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, FL
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
772-778-0552
ULLMANN WEALTH PARTNERS
Jacksonville Beach, FL
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
904-280-3700
ELEMENT POINTE FAMILY OFFICE
Miami, FL
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
(786) 655-9790
INVESTMENT ADVISORY GROUP LLC
Sarasota, FL
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-826-1235
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
561-447-1997
MACERATIO LLC
Miami, FL
AUM
$1.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-398-9010
TOBIAS FINANCIAL ADVISORS
Plantation, FL
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
954-424-1660
NUVERSE ADVISORS LLC
Hallandale Beach, FL
AUM
$1.18B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-932-6010
AVIANCE CAPITAL PARTNERS LLC
Naples, FL
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
239-598-4747