MMBG INVESTMENT ADVISORS CO.
Miami, FL
AUM
$2.98B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-374-0704
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
CPS INVESTMENT ADVISORS
Lakeland, FL
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
863-688-1725
TIMOTHY PARTNERS, LTD.
Maitland, FL
AUM
$2.86B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
407-644-1986
QUANTITATIVE SYSTEMATIC STRATEGIES LLC
St.. Augustine, FL
AUM
$2.83B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
904-686-6100
MARINER INSTITUTIONAL, LLC
Winter Park, FL
AUM
$2.82B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
148 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
844-442-6326
KAWA CAPITAL MANAGEMENT, INC.
Hallandale Beach, FL
AUM
$2.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-560-5200
LRI INVESTMENTS
Palm Beach Gardens, FL
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-323-2265
HOLDCO ASSET MANAGEMENT, LP
Fort Lauderdale, FL
AUM
$2.76B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Performance-based fees
954-433-6862
AUM
$2.75B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
561-656-2014
1789 CAPITAL MANAGEMENT
Palm Beach, FL
AUM
$2.73B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-223-9937
EIR PARTNERS CAPITAL, LP
Miami, FL
AUM
$2.72B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(305) 290-3001
INGHAM RETIREMENT GROUP
Miami, FL
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM
305-671-2200
THE CATALYST CAPITAL GROUP INC.
Toronto, FL
AUM
$2.58B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
416-945-3000
AUM
$2.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
113 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-254-1500
MAS ADVISORS LLC
Coral Gables, FL
AUM
$2.56B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
786-364-3101
PHASE 3 CAPITAL MANAGEMENT LLC
Boca Raton, FL
AUM
$2.54B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-858-3800
AZORA CAPITAL LP
Miami, FL
AUM
$2.50B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-651-2231
CONCURRENT ASSET MANAGEMENT, LLC
Tampa, FL
AUM
$2.49B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
813-575-2652
AUM
$2.46B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
734-899-8158
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-963-2500
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
COMVEST ADVISORS LLC
West Palm Beach, FL
AUM
$2.43B
Wealth Mgmt
Team
128 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-727-2000
STERLING INVESTMENT MANAGEMENT
West Palm Beach, FL
AUM
$2.41B
Wealth Mgmt
Team
48 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-835-1810
FOREST AVENUE CAPITAL MANAGEMENT LP
Miami, FL
AUM
$2.41B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-847-9750