MARTIN INVESTMENT MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$888.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
847-424-9124
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
BAYSHORE CAPITAL
Tampa, FL
AUM
$879.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
(813) 221-3400
NOESIS CAPITAL MANAGEMENT CORP
Boca Raton, FL
AUM
$876.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-999-9888
STORGE
Coral Gables, FL
AUM
$866.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
7859692515
THE HIGH NET WORTH ADVISORY GROUP, LLC
Naples, FL
AUM
$861.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
1-866-906-2325
GLOBAL FINANCIAL PRIVATE CLIENT
Sarasota, FL
AUM
$828.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-441-1624
WALSH & ASSOCIATES, LLC
Sarasota, FL
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-952-1188
FIRESTONE CAPITAL MANAGEMENT INC
South Miami, FL
AUM
$806.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(305) 669-2119
PSI ADVISORS, LLC
Tampa, FL
AUM
$800.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813)343-3860
FORTRESS WEALTH PLANNING
Ponte Vedra Beach, FL
AUM
$793.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
904-301-4545
AUGUSTINE ASSET MANAGEMENT INC
Jacksonville, FL
AUM
$783.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
904-396-6944
SINGER WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$782.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
561-998-9985
AMERANT INVESTMENTS, INC.
Coral Gables, FL
AUM
$782.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
0
Fees
Percentage of AUM
305-460-8599
PORTFOLIO MEDICS, LLC
Bonita Springs, FL
AUM
$780.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
75 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(239) 444-1766
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$766.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 416-2992
FSA INVESTMENT GROUP, LLC
Pensacola, FL
AUM
$761.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(850) 696-1550
GATOR CAPITAL MANAGEMENT, LLC
Tampa, FL
AUM
$751.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(813) 282-7870
QTR FAMILY WEALTH, LLC
Lake Mary, FL
AUM
$749.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-745-0715
FIDUCIARY FAMILY OFFICE, LLC
Boca Raton, FL
AUM
$747.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 353-4440
DUDLEY & SHANLEY, INC.
Palm Beach, FL
AUM
$746.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-855-4742
BAYSHORE WEALTH ADVISORS
Coral Gables, FL
AUM
$740.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
786-888-9400
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Fort Lauderdale, FL
AUM
$722.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-533-7144
MATERETSKY FINANCIAL GROUP
Boynton Beach, FL
AUM
$720.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
561-735-9227
SAAGA
Miami, FL
AUM
$717.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
786-940-3505