ATTICUS WEALTH MANAGEMENT
Palm Beach Gardens, FL
AUM
$565.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-425-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
CONSILIUM INVESTMENT MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$540.6M
Wealth MgmtRetirementInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
954-315-9380
INSTRUMENTAL WEALTH, LLC
Tampa, FL
AUM
$508.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
813-578-7001
KAUFMAN ROSSIN WEALTH, LLC
Miami, FL
AUM
$506.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
305-646-6071
XCEL WEALTH MANAGEMENT, LLC
Holly Hill, FL
AUM
$497.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
386-872-3440
THE LIFE WEALTH GROUP
Winter Garden, FL
AUM
$490.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-299-4129
TIM LOONEY INVESTMENTS, LLC
Longwood, FL
AUM
$490.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-331-6961
MARQUIS WEALTH MANAGEMENT GROUP
Fort Myers, FL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-454-1117
EXODUS WEALTH, LLC
Fort Lauderdale, FL
AUM
$483.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-791-4444
ATYANT CAPITAL MANAGEMENT LTD
Port-Louis, FL
AUM
$470.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
(230) 212-9800
WHITESTAR ADVISORS, LLC
Boca Raton, FL
AUM
$454.5M
Wealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
561-999-9949
IMZ ADVISORY INC.
Boca Raton, FL
AUM
$452.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-368-2336
GABLES CAPITAL MANAGEMENT, INC.
Miami, FL
AUM
$438.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-374-9121
FOGEL CAPITAL MANAGEMENT INC
Stuart, FL
AUM
$436.7M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
772-223-9686
CASTLE WEALTH MANAGEMENT
Boynton Beach, FL
AUM
$430.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
561-686-9604
QUANTUM PRIVATE WEALTH, LLC
Tampa, FL
AUM
$418.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-474-1400
COQUINA PRIVATE WEALTH ADVISORS
Port Charlotte, FL
AUM
$417.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
941-206-5120
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
Pompano Beach, FL
AUM
$416.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
954-473-1110
NORTHBRIDGE FINANCIAL GROUP, LLC
Tampa, FL
AUM
$413.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 877-8000
CLARITY CAPITAL ADVISORS, LLC
Lakewood Ranch, FL
AUM
$406.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Fixed fees
(800) 345-4635
CORE WEALTH MANAGEMENT, INC.
Jupiter, FL
AUM
$404.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
561-491-0231
BCI SECURITIES, INC.
Miami, FL
AUM
$402.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-929-5500
PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, FL
AUM
$402.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-988-5540
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Daytona Beach, FL
AUM
$400.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
386-253-1980