BBVA GLOBAL WEALTH ADVISORS, INC.
Miami, FL
AUM
$1.36B
Wealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM
3052057752
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL
779 advisers found
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
CANAL ROAD CAPITAL, LLC
Miami, FL
AUM
$1.26B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-488-6000
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
KORE ADVISORS LP
Boynton Beach, FL
AUM
$1.24B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-737-1721
MACERATIO LLC
Miami, FL
AUM
$1.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-398-9010
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
AUM
$1.17B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
917-969-8982
AUM
$1.14B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-504-8777
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
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
NEWFOUND RESEARCH LLC
St.. Petersburg, FL
AUM
$1.11B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; % OF CLIENTS' AUM/AUA
(617) 531-9773
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
POWER SUSTAINABLE MANAGER US, INC.
Miami, FL
AUM
$1.07B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Performance-based fees; FEE BASED ON DEPLOYED CAPITAL
1-514-286-8989
CIFC INVESTMENT MANAGEMENT LLC
Miami, FL
AUM
$1.04B
Wealth Mgmt
Team
89 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-652-3250
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