ZEGA INVESTMENTS, LLC
Palm Beach Gardens, FL
AUM
$614.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
800.380.9342
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
ROSE CAPITAL ADVISORS, LLC
Miami Beach, FL
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
305-534-7673
INLET PRIVATE WEALTH, LLC
Jupiter, FL
AUM
$608.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(561) 781-0400
DESTINY FAMILY OFFICE
Tavares, FL
AUM
$605.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
844-357-1120
DEUTERIUM CAPITAL MANAGEMENT, LLC
Clearwater, FL
AUM
$603.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
727-204-7570
55 NORTH PRIVATE WEALTH
Winter Park, FL
AUM
$581.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
407-960-4769
HARVEY CAPITAL MANAGEMENT INC
Palm Beach, FL
AUM
$579.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-804-9181
REZNY WEALTH MANAGEMENT, INC.
Fort Myers, FL
AUM
$576.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
800-618-8577
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Jacksonville, FL
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-281-9261
FIORI FINANCIAL GROUP
Fort Lauderdale, FL
AUM
$567.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
954-763-2600
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
DOWNTOWN WEALTH STUDIOS, LLC
Miami, FL
AUM
$563.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-240-2737
DARA CAPITAL US, INC.
Miami, FL
AUM
$563.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
646-779-9760
PAULSON WEALTH MANAGEMENT INC.
West Palm Beach, FL
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
407-957-0074
F&V CAPITAL MANAGEMENT, L.L.C.
Boca Raton, FL
AUM
$557.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-208-1081
FINANCIAL HARVEST WEALTH ADVISORS
Winter Park, FL
AUM
$557.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-937-0707
LAS OLAS CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$551.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
954-289-4692
GLOBAL ASSETS ADVISORY, LLC
Orlando, FL
AUM
$551.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM
407-254-1500
FLORIDA ATLANTIC SECURITIES CORP.
Miami, FL
AUM
$547.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-670-9250
COMPOUND FAMILY OFFICES, LLC
Sarasota, FL
AUM
$540.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
(941) 556-9294
JACKSONVILLE WEALTH MANAGEMENT
Jacksonville, FL
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-923-7526
CEETO CAPITAL GROUP, LLC
Coral Gables, FL
AUM
$531.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
786-477-6445
NOBLE FAMILY WEALTH
Clearwater, FL
AUM
$527.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
727-674-1462
COMPASS FINANCIAL ADVISORY SERVICES, LLC
Ormond Beach, FL
AUM
$527.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(386) 673-5191