RAYMOND JAMES & ASSOCIATES, INC.
St.. Petersburg, FL
AUM
$500.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5683 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
727-567-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Saint Petersburg, FL
AUM
$390.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6024 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
727-567-3020
SANCTUARY ADVISORS, LLC
Miami, FL
AUM
$34.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
396 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
317-975-7729
AUM
$27.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
813-934-2743
WE FAMILY OFFICES
Coral Gables, FL
AUM
$17.75B
Financial PlanningWealth MgmtTrusts & Estates
Team
35 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
305-825-2225
INDEPENDENT FINANCIAL PARTNERS
Tampa, FL
AUM
$16.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
302 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
813-341-0960
CONCURRENT INVESTMENT ADVISORS, LLC
Tampa, FL
AUM
$15.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
161 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-709-8800
CV ADVISORS LLC
Aventura, FL
AUM
$15.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
305-358-5990
J. W. COLE ADVISORS, INC.
Tampa, FL
AUM
$8.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
468 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 935-6776
DAKOTA WEALTH, LLC
Palm Beach Gardens, FL
AUM
$6.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
61 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(561) 774-8101
IMPERIAL FUND ASSET MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$6.84B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 226-5200
KOVACK ADVISORS, INC.
Ft.. Lauderdale, FL
AUM
$6.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
300 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
954-782-4771
FACET
West Palm Beach, FL
AUM
$6.04B
Financial PlanningWealth MgmtTrusts & Estates
Team
55 advisors
Clients
More than 500
Fees
Fixed fees
(443)376-6222
THIRD LAKE PARTNERS, LLC
Tampa, FL
AUM
$5.97B
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(813) 497-8100
GLADSTONE WEALTH PARTNERS
Palm Beach Gardens, FL
AUM
$5.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
104 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(908)-719-1313
GENTRUST
Miami, FL
AUM
$5.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
305-677-6688
MORAN WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$5.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-920-4440
ALIYA CAPITAL PARTNERS LLC
Miami, FL
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-831-4999
YALE CAPITAL CORP.
St.. Petersburg, FL
AUM
$4.92B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
727-823-0006
GWN SECURITIES INC.
Palm Beach Gardens, FL
AUM
$4.75B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
448 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
561-472-2700
CWA ASSET MANAGEMENT GROUP
Naples, FL
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
239-434-7434
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-712-8888
GOOD LIFE ADVISORS, LLC
Celebration, FL
AUM
$4.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
88 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-477-4887
SOUND INCOME STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$4.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
134 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-487-1860
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