FOUNDERS FAMILY OFFICE
Miami, FL
AUM
$1.12B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305 650-2997
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
CHANNING GLOBAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$1.11B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
305-517-5107
DOCK STREET ASSET MANAGEMENT INC
Palm Beach, FL
AUM
$1.11B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
203-532-9470
LWM ADVISORY SERVICES, LLC
Plantation, FL
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
954-474-7100
NFSG CORPORATION
Boca Raton, FL
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
954-334-3450
JACKSON WEALTH MANAGEMENT, LLC
Lake Mary, FL
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-585-0235
FITZROY INVESTMENT ADVISORS LLC
Aventura, FL
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
347-580-9762
WHALEROCK POINT PARTNERS, LLC
West Palm Beach, FL
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
401-228-7799
MG&A WEALTH
Plantation, FL
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
954-289-9000
SOLLINDA CAPITAL MANAGEMENT LLC
Miami, FL
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8446621211
GFG CAPITAL
Miami, FL
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-810-6500
AZIMUT INVESTMENT ADVISORS LLC
Miami, FL
AUM
$1.00B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
786 866 3700
OMNIA FAMILY WEALTH, LLC
Aventura, FL
AUM
$994.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-602-9080
UNIQUE WEALTH, LLC
Tampa, FL
AUM
$965.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-816-2030
PIONEER FAMILY OFFICE, LLC
North Miami Beach, FL
AUM
$956.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; MINIMUM ACCOUNT CHARGE
305-935-5502
DESTINY WEALTH PARTNERS, LLC
Tavares, FL
AUM
$947.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
352.343.2700
LEGACY WEALTH ADVISORS, LLC
North Miami Beach, FL
AUM
$922.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-808-6140
INTEGRITY FIXED INCOME MANAGEMENT
Orlando, FL
AUM
$921.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
407-481-2420
RAINEY & RANDALL WEALTH ADVISORS, INC.
Celebration, FL
AUM
$918.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
727-344-7711
NESTEGGS, INC.
Jacksonville, FL
AUM
$911.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
904-348-3131
TIEMPO CAPITAL PARTNERS
Miami, FL
AUM
$911.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
786-885-2120
FLAHARTY ASSET MANAGEMENT, LLC
Clearwater, FL
AUM
$901.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-252-1050
COMPASS FINANCIAL MANAGEMENT LLC
Tampa, FL
AUM
$893.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM
813-597-6400
THOMAS J. HERZFELD ADVISORS, INC.
Miami Beach, FL
AUM
$890.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-777-1660