AUM
$1.61B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-929-9200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,031 advisers found
CICCARELLI ADVISORY SERVICES INC
Naples, FL
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
239-262-6577
LOCUST POINT CAPITAL
Miami, FL
AUM
$1.58B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
732-945-7474
CREDICORP CAPITAL ADVISORS LLC
Miami, FL
AUM
$1.58B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
305-455-0975
CALTON & ASSOCIATES, INC.
Tampa, FL
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
221 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
813-264-0440
ROYAL FUND MANAGEMENT, LLC
Lady Lake, FL
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
83 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
352-750-1637
TRIARTISAN CAPITAL ADVISORS LLC
West Palm Beach, FL
AUM
$1.56B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(561) 295-3485
METEORA CAPITAL, LLC
Boca Raton, FL
AUM
$1.54B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-207-0090
ANDERSON FINANCIAL PARTNERS, INC.
Ponte Vedra, FL
AUM
$1.52B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9042808995
22C CAPITAL LLC
Boca Raton, FL
AUM
$1.51B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 390-9420
COUGAR GLOBAL INVESTMENTS
Toronto, FL
AUM
$1.51B
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
416-368-5255
SERENGETI ASSET MANAGEMENT LP
West Palm Beach, FL
AUM
$1.48B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-672-2220
ACTIVEST WEALTH MANAGEMENT, LLC
Aventura, FL
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
954-399-8121
PRIVATE CAPITAL MANAGEMENT
Naples, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
(239) 254-2500
SPIREPOINT PRIVATE CLIENT, LLC
Vero Beach, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
772-316-1271
TERRACAP MANAGEMENT LLC
Naples, FL
AUM
$1.44B
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
239-540-2002
EIGHTFOLD REAL ESTATE CAPITAL, L.P.
Miami, FL
AUM
$1.43B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-503-4050
TALLVINE PARTNERS MANAGEMENT LP
Coral Gables, FL
AUM
$1.42B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-475-3890
WATER STREET CAPITAL, INC.
Jacksonville, FL
AUM
$1.42B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
904-355-5959
ELION PARTNERS, LLC
Miami, FL
AUM
$1.41B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
305-933-3538
AUM
$1.41B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-548-1886
AGAMERICA LENDING LLC
Lakeland, FL
AUM
$1.37B
Wealth MgmtInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
863-607-9500
J. L. BAINBRIDGE & CO., INC.
Sarasota, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
941-365-3435
SEAVIEW INVESTMENT MANAGERS LLC
Coral Gables, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-330-2332