SOUND INCOME STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$4.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
134 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-487-1860
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
ARCHPOINT INVESTORS
Coral Gables, FL
AUM
$4.13B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
786-810-3660
FINACCESS ADVISORS, LLC
Miami, FL
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
305.377.1112
MONEY CONCEPTS ADVISORY SERVICE
Palm Beach Gardens, FL
AUM
$4.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
375 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
561-472-2000
VALOR ADVISORS LLC
Miami, FL
AUM
$4.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
305-424-1432
ADVUS FINANCIAL PARTNERS, LLC
Winter Park, FL
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-585-1160
SHAOLIN CAPITAL MANAGEMENT LLC
Miami, FL
AUM
$3.89B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-433-4310
ASSUREDPARTNERS INVESTMENT ADVISORS
Tampa, FL
AUM
$3.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
407-708-0050
DEFIANCE ETFS, LLC
Miami, FL
AUM
$3.86B
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
8333339383
TIMUCUAN ASSET MANAGEMENT INC
Jacksonville, FL
AUM
$3.81B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
904-356-1739
FOURTH SAIL CAPITAL US LP
Boca Raton, FL
AUM
$3.67B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-355-2764
ARBOR INVESTMENTS MANAGEMENT, LLC
Palm Beach, FL
AUM
$3.48B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-981-3770
DOUBLELINE ALTERNATIVES LP
Tampa, FL
AUM
$3.47B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
813-791-7333
CEREDEX VALUE ADVISORS LLC
Winter Park, FL
AUM
$3.43B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
407-674-1270
CERTUITY, LLC
North Palm Beach, FL
AUM
$3.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
561-693-3255
TREMBLANT ADVISORS LP
West Palm Beach, FL
AUM
$3.27B
Wealth Mgmt
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-303-7373
GRYPHON WEALTH
Jacksonville, FL
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM
904-450-5330
CUMBERLAND ADVISORS
Sarasota, FL
AUM
$3.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
800-257-7013
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Coral Gables, FL
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
305-448-8882
CSENGE ADVISORY GROUP, LLC
Clearwater, FL
AUM
$3.17B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
67 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-437-6000
CYNDEO WEALTH PARTNERS
St.. Petersburg, FL
AUM
$3.15B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(727) 472-3700
CERTIFIED ADVISORY CORP
Altamonte Springs, FL
AUM
$3.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-869-9800
SHARIAPORTFOLIO, INC.
Lake Mary, FL
AUM
$3.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-275-5125
LARCH CAPITAL PARTNERS LLC
Miami, FL
AUM
$3.00B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(786) 677-4120