SEC-registered financial advisors in Florida
This page lists 684 advisory firms with a main office in Florida that are registered with the SEC and report individual clients. It is not every advisor in Florida. Firms registered with Florida's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Florida
Showing 24 of 684
- 1650 Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- 1818 Private Client Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- 1st Discount Brokerage, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- 3Edge Asset Management, LP$1B or moreSEC recordPercentage of assets
- 401k Generation$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- 55 North Private Wealth$500M to $1BSEC recordPercentage of assets
- A&M Private Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ab2 Capital Partners LLC$1B or moreSEC recordFixed or flat feeOther
- Abacus Capital Advisors$100M to $500MSEC recordPercentage of assetsPerformance-based
- Accurate Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Acp Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Actitrust Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Activest Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Advanced Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Advantage Investing, Inc.$100M to $500MSEC recordPercentage of assets
- Advantage Wealth Partners$500M to $1BSEC recordPercentage of assets
- Advisifi LLCUnder $25MSEC recordPercentage of assetsOther
- Advisory Investor Services LLC$100M to $500MSEC recordPercentage of assetsOther
- Advus Financial Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Aegis Wealth Management, LLC$100M to $500MSEC recordFixed or flat fee
- Affiliated Private Investors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Aft, Forsyth and Company, Inc.$100M to $500MSEC recordPercentage of assets
- Aft, Forsyth & Sober, LLC$100M to $500MSEC recordPercentage of assets
- Agnello Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Agw Capital Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Alhambra Investment Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Alianza Corp. Investment Advisor$100M to $500MSEC recordPercentage of assets
- Aliya Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Allaria Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Allegiance Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Allgen Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Allie Family Office LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Allied Private Wealth$100M to $500MSEC recordPercentage of assets
- Alpha Zero LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Alphaq Advisors$25M to $100MSEC recordPercentage of assetsHourly
- Alternative Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Althum Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Alti Wealth Management (US International), Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Alton Road Capital, LP$25M to $100MSEC recordFixed or flat feePerformance-based
- Amerant Investments, Inc.$500M to $1BSEC recordPercentage of assets
- American Financial Advisors Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Amerity Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Amicorp Wealth Services$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Amuni Financial, Inc.$100M to $500MSEC recordPercentage of assets
- Anchor Wealth Management Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Andbanc Advisory LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Anderson Financial Partners, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Andrew Hill Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Angelus Investment Consulting, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Antonetti Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Api Financial Advisors, LLC$25M to $100MSEC recordPercentage of assetsHourly
- Aragon Capital LLC$100M to $500MSEC recordPercentage of assets
- Arbalpha$100M to $500MSEC recordPercentage of assets
- Archpoint Investors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Aristotle Atlantic Partners, LLC$1B or moreSEC recordPercentage of assets
- Armada Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- ARS Wealth Advisors$1B or moreSEC recordPercentage of assets
- Asset Planning Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Assuredpartners Investment Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Aston Capital Management$500M to $1BSEC recordPercentage of assetsPerformance-based
- Atlantic Family Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Atticus Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Augustine Asset Management Inc$500M to $1BSEC recordPercentage of assets
- Aureum Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Aurora Investment Managers, LLC$100M to $500MSEC recordPercentage of assets
- Aventura Capital Management, LLC$25M to $100MSEC recordPercentage of assetsCommissions
- Aventura Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Aventus Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Aviance Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Avory & Co.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Axxets WM$100M to $500MSEC recordPercentage of assetsOther
- Azimut Investment Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Azzendo Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Azzendo Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- B&C Financial Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Balanz$100M to $500MSEC recordPercentage of assetsPerformance-based
- Banyan Global Investment Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Barnett Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Baron Silver Stevens Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Barr Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Base Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bassam Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Bayshore Capital$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Bayshore Wealth Advisors$500M to $1BSEC recordPercentage of assets
- Bbva Global Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assets
- Bci Securities, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Belleair Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Belleair Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Benchmark Financial Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- BGV Financial Advisors$100M to $500MSEC recordPercentage of assets
- Bice Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Bigsur Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Black Toro LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Blackridge Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blackston Financial Advisory Group, LLC$100M to $500MSEC recordPercentage of assets
- Blacktower Financial Management (US) LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Blue Ocean Capital$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Bluestar Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Boca Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bowen, Hanes & Co Inc$1B or moreSEC recordPercentage of assets
- Bradesco Global Advisors$100M to $500MSEC recordPercentage of assets
- Brainvest Wealth Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Bramshill Investments, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Brasil Plural Investment Advisor LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bria Capital Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bridge Generations Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Bridges Capital LLC$100M to $500MSEC recordPercentage of assetsOther
- Brightwater Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bucket List Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Buckeye-Pacific$100M to $500MSEC recordPercentage of assetsPerformance-based
- Bulltick Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Bulltick4u Advisor, LLCUnder $25MSEC recordPercentage of assets
- Burgess Chambers & Associates Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Caim LLC$100M to $500MSEC recordPercentage of assetsOther
- Caleo Capital N.A. LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Calton & Associates, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- Camarda Wealth Advisory Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cambier Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cambria Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Campbell Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Campbell Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Canopy 360 Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cantata Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Capco Asset Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Capital Wealth Planning, LLC$1B or moreSEC recordPercentage of assets
- Capital Z Partners Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Capstone Wealth Management Corp.$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cardea Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Carpenter, Claydon Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cassedy Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Castle Island Wealth$100M to $500MSEC recordPercentage of assetsHourly
- Castle Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cayside Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Ceeto Capital Group, LLC$500M to $1BSEC recordPercentage of assets
- Center for Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Centrica Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Centrus Financial Strategies$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Certified Advisory Corp$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Certuity, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Chacon Diaz & Di Virgilio Wealth Management, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feeOther
- Chipser Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Chiron Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Chronos Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Chronos Wealth Management, L.L.C.$100M to $500MSEC recordPercentage of assets
- Cibest Capital Advisory Services LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Ciccarelli Advisory Services Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Clarity Capital Advisors, LLC$100M to $500MSEC recordFixed or flat fee
- Clarity Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Clearwell Group$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Client 1st Advisory Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Clout Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Code Waechter LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cogent Private Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Colbert Investment Management Co$100M to $500MSEC recordPercentage of assets
- Collaborative Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Common Cents Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Community Capital Management, LLC$1B or moreSEC recordPercentage of assetsOther
- Compass Financial Advisory Services, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Compass Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Compass Financial Management LLC$500M to $1BSEC recordPercentage of assets
- Compass Group Investments Solutions LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Compound Family Offices, LLC$500M to $1BSEC recordPercentage of assets
- Comprehensive Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Concise Capital Management, L.P.$500M to $1BSEC recordPercentage of assetsPerformance-based
- Concurrent Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Conscious Capital Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Convergence Investment Partners, LLC$500M to $1BSEC recordPercentage of assets
- Coquina Private Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Coral Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Core Wealth Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Core Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Corient$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Corrales & Co.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Covingtonalsina$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CPS Investment Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Craft Wealth Services$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cramer & Rauchegger, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Creand Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Credicorp Capital Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyOther
- CS Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Csenge Advisory Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cumberland Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- CV Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cwa Asset Management Group$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cyndeo Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cypress Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Daba Advisors LLCUnder $25MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Dakota Wealth, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Dale K. Ehrhart, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Dara Capital US, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Darwin Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Davis Capital Management$100M to $500MSEC recordPercentage of assetsHourly
- Davis Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Davivienda Advisors$100M to $500MSEC recordPercentage of assets
- Delta Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Deprince, Race & Zollo, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Destiny Family Office$500M to $1BSEC recordPercentage of assetsHourly
- Destiny Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Dhody Investment Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dimension Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Dipaolo Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Disciplined Equity Management, Inc.$500M to $1BSEC recordPercentage of assets
- DMK Advisor Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dock Street Asset Management Inc$1B or moreSEC recordPercentage of assets
- Dominion Portfolio Management, Inc.$100M to $500MSEC recordPercentage of assets
- Dorman Financial Management, P.A.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- DoubleLine Alternatives LP$1B or moreSEC recordPercentage of assets
- DoubleLine Capital LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Dougherty Investment Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Douglas Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Downtown Wealth Studios, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Dragus Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- DSM Capital Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Dudley & Shanley, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- E. Batoff & Co., Inc.$100M to $500MSEC recordPercentage of assets
- Eagle Asset Management Inc$1B or moreSEC recordPercentage of assetsPerformance-based
- Econologics Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Edmp, Inc.$100M to $500MSEC recordPercentage of assets
- Efg Private Wealth Management (Americas) Corp.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ekanta Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- El Menudo Cuenta LLCUnder $25MSEC recordFixed or flat fee
- Element Pointe Family Office$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Elevate Financial Planning and Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Elevation Advisory Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Entelevest, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Epic Advisory Services Corp$100M to $500MSEC recordPercentage of assetsPerformance-based
- Eurocapital Advisors, Inc$100M to $500MSEC recordPercentage of assets
- Evensky & Katz/Foldes Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Evertern Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Evolution Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Evolution Wealth Management Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Exodus Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- F&V Capital Management, L.L.C.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Facet$1B or moreSEC recordFixed or flat fee
- Fairholme Capital Management, L.L.C.$1B or moreSEC recordPercentage of assets
- Fairway Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Familywealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Familywealth Asset Management$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsOther
- Fdi Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Fellowship Financial Group$100M to $500MSEC recordPercentage of assetsHourlyOther
- Ffo Investments LLC$100M to $500MSEC recordPercentage of assets
- Fidelis Capital$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fiduciary Family Office, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Fifth Avenue Family Office$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Finaccess Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Financial Advisory Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Designs Wealth Management$100M to $500MSEC recordPercentage of assets
- Financial Harvest Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Independence Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Financial Planning Services, Inc.Under $25MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Trust Asset Management Chartered$100M to $500MSEC recordPercentage of assets
- Fiori Financial Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Firestone Capital Management Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Firstrust$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fitzroy Investment Advisors LLC$1B or moreSEC recordPercentage of assets
- Flaharty Asset Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Flavin Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Florida Atlantic Securities Corp.$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Florida Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Fogel Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Fortis Private Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Fortress Wealth Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Fortress Wealth Planning$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Forza Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Founders Family Office$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Fourthought Financial Partners, LLC.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- FR Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fsa Investment Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Fund Advisors of America Inc$100M to $500MSEC recordPercentage of assets
- Fusco Financial Services Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Futura Asset Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- G. A. Repple & Company$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Gables Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Galapagos Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Gallatin & Company, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Gator Capital Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Gentrust$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- GFG Capital$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- GFG Solutions$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Gladstone Wealth Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Glassbead Capital Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Glaxis Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Global Assets Advisory, LLC$500M to $1BSEC recordPercentage of assets
- Global Financial Private Client$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Global Kandor Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Global Trust$100M to $500MSEC recordPercentage of assets
- Global Trust Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Global Wealth Management Investment Advisory, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Global Wealth Management, L.C.$100M to $500MSEC recordPercentage of assets
- Goi$100M to $500MSEC recordPercentage of assets
- Golden Road Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Good Life Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Gordon Asset Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- GQG Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Grand Central Investment Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gravitalix Financial$100M to $500MSEC recordFixed or flat feePerformance-based
- Greenbridge Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Greenline Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Greenwood Family Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Gryphon Wealth$1B or moreSEC recordPercentage of assets
- Guardant Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Guardsman Private Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Guerra Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Guiry Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Gunn & Company Investment Management, Inc.$100M to $500MSEC recordPercentage of assets
- GWN Securities Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Harbor Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Harbor Ithaka$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Harvey Capital Management Inc$500M to $1BSEC recordPercentage of assets
- Haven Private$100M to $500MSEC recordPercentage of assetsHourly
- HD Money, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Heritage Investment Group, Inc.$1B or moreSEC recordPercentage of assets
- Heritage Oak Wealth Advisors$100M to $500MSEC recordPercentage of assetsOther
- Highland Investment Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Highpost Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Holland Advisory Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hollander Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Hood River Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Horowitz & Company, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Howland and Associates, LLC$100M to $500MSEC recordPercentage of assets
- Hoxton Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Hudson Value Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Ibex Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ideal Retirement Solutions$100M to $500MSEC recordPercentage of assets
- Img Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Imperial Fund Asset Management LLC$1B or moreSEC recordPercentage of assetsHourlyPerformance-based
- Imz Advisory Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- In on Capital$100M to $500MSEC recordPercentage of assetsPerformance-based
- Independent Financial Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Indivisible Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ingham Retirement Group$1B or moreSEC recordPercentage of assets
- Ingram Advisory Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Inlet Private Wealth, LLC$500M to $1BSEC recordPercentage of assets
- Innova Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Insigneo Advisory Services, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Instrumental Wealth, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Intellicapital Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Intellus Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- International Assets Investment Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Intrepid Capital Management Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Invenio Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Inveris US LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Inversiones Sura$100M to $500MSEC recordPercentage of assetsHourlyOther
- Investment Advisory Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Invex Advisors LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Invex Next, LLCUnder $25MSEC recordPercentage of assets
- J. L. Bainbridge & Co., Inc.$1B or moreSEC recordPercentage of assets
- J. W. Cole Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Jackson Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourly
- Jacksonville Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Jaffe Tilchin Investment Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Jake Carris Financial Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- James I. Black & Company$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Kahn Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kailix Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Kanen Wealth Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Kaufman Rossin Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Kawa Capital Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Keating Investment Counselors Inc$100M to $500MSEC recordPercentage of assetsHourly
- Kennon Financial$100M to $500MSEC recordPercentage of assets
- Keyes, Stange & Wooten Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Ki Capital Wealth Management US LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Kingsman Wealth Management Inc.$100M to $500MSEC recordPercentage of assets
- Kirtland Financial Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Klosters Capital$100M to $500MSEC recordPercentage of assetsOther
- Koss-Olinger Consulting, LLC.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Kovack Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Kraken Adviser LLCUnder $25MSEC recordOther
- Krusen Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- L 1 Global Wealth LLC$1B or moreSEC recordPercentage of assets
- L&S Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Lafise Global Advisors LLC$500M to $1BSEC recordPercentage of assets
- Larch Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Las Olas Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Las Olas Capital Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Life Planning Partners, Inc.$100M to $500MSEC recordHourlyFixed or flat fee
- Lifeinvest Wealth Management, Ltd$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Lifespan Financial Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Lifestyle Freedom Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Lighthouse Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lighthouse Retirement$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lion Capital Advisors LLC$25M to $100MSEC recordPercentage of assets
- Lionsbridge Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- LMPG Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Loyola Asset Management LLC$100M to $500MSEC recordPercentage of assets
- Lri Investments$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Luma Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Lynx Advisory Partners$100M to $500MSEC recordPercentage of assets
- Lyons Investment Management$25M to $100MSEC recordPercentage of assetsPerformance-based
- Lyons Wealth Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Maceratio LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Macke Financial Advisory Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Maclendon Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Madden Advisory Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Maggi Investment Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Manna Wealth Management$100M to $500MSEC recordPercentage of assets
- Mar Wealth Management Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mariaca Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Mariner Institutional, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mariva Global Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Marquis Wealth Management Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Martin Investment Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Mas Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Materetsky Financial Group$500M to $1BSEC recordPercentage of assets
- Matters Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Matthias Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Maximai Investment Partners, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- McDermott Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyCommissionsOther
- McDonough Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Meira Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mendoza Private Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Meridiana$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Merited Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MFP Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mg&A Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Millares Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Miller Value Partners, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- MMBG Investment Advisors Co.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Moisand Fitzgerald Tamayo, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Money Concepts Advisory Service$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Money Management Concepts Inc.$100M to $500MSEC recordPercentage of assets
- Monorail Securities LLC$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
- Montello Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Mora Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Moran Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Morangie Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Mori Huston Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Moseley Investment Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Motiv8 Investments LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mra Advisory Group$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Mutual Trust Advisory Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mutual Trust Asset MGMT., Inc.$25M to $100MSEC recordPercentage of assetsFixed or flat feeOther
- Naples Global Advisors$1B or moreSEC recordPercentage of assets
- Naples Money Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Naples Wealth Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Nautilus Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ned Davis Research, Inc.Under $25MSEC recordHourlyNewsletter subscriptionsFixed or flat feeOther
- Neil Jesani Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Nesteggs, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Nexwealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- NFSG Corporation$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Noble Family Wealth$500M to $1BSEC recordPercentage of assets
- Noctua International WMG, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Noesis Capital Management Corp$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Northbridge Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nova Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Novak & Powell Financial Services, Inc.$100M to $500MSEC recordPercentage of assets
- Numa$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Nuverse Advisors LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Oceanis Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Octogone NA$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Omnia Family Wealth, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Omnitrust Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- One + One Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- One Wealth Investors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Opal Capital LLC$100M to $500MSEC recordPercentage of assets
- OpenvestUnder $25MSEC recordFixed or flat fee
- Opinicus$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Orca Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Osprey Capital Management Corp.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Oxenfree Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oxford Wealth Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Palisades Hudson Asset Management, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Palm Valley Capital Management$100M to $500MSEC recordPercentage of assets
- Palm Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Panoramika Advisors Inc.$1B or moreSEC recordPercentage of assets
- Parable Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Parady Wealth Management$100M to $500MSEC recordPercentage of assets
- Pasqua Wealth Solutions$100M to $500MSEC recordPercentage of assets
- Paulson Wealth Management Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Peninsula Asset Management Inc$100M to $500MSEC recordPercentage of assets
- Pento Portfolio Strategies, LLC$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsOther
- Personal Financial Profiles Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Personalized Financial Solutions LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- PFG Private Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Picea Capital LLC$100M to $500MSEC recordPercentage of assets
- Pinetree Advisors Corp.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Pinvest$100M to $500MSEC recordPercentage of assetsHourlyOther
- Pioneer Family Office, LLC$500M to $1BSEC recordPercentage of assetsOther
- Plan to Prosper Wealth Management$100M to $500MSEC recordPercentage of assets
- Poinciana Advisors Group, LLC$100M to $500MSEC recordPercentage of assets
- Polar Capital (America) Corporation$500M to $1BSEC recordPercentage of assetsPerformance-based
- Polen Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Ponta Wealth Partners, LLC$100M to $500MSEC recordPercentage of assets
- Portfolio Medics, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Portfolio Resources Advisor Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Powell Investment Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Power Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Premia Global Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Premier Private Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Primoris Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Prince Asset Management, Inc.$100M to $500MSEC recordPercentage of assets
- Private Capital Management$1B or moreSEC recordPercentage of assetsPerformance-based
- Private Client Advisor Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Private Wealth Group, LLC$100M to $500MSEC recordPercentage of assets
- Proaltus USA$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Proathlete Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Professional Advisory Services Inc$1B or moreSEC recordPercentage of assets
- Proper Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Provenance Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Provise Management Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Proxy Wealth Advisors LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Psi Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Pullen Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- QP Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- QTR Family Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Quantum Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- Rainey & Randall Wealth Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Ralicki Wealth Management & Trust Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rall Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ranch Capital Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Raymond James & Associates, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Raymond James Financial Services Advisors, Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Raymond James Investment Management$1B or moreSEC recordPercentage of assetsPerformance-based
- RBF Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- RD Lewis Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Reality Financial Planning Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Red Reef Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Reshape Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Resnick Wealth Alliance, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rezny Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Richmond CapitalUnder $25MSEC recordPercentage of assets
- Rinaldi Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- River City Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Riverglades Family Offices, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Riverplace Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Rivertree Advisors, LLC$100M to $500MSEC recordPercentage of assets
- RM Private Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Rogan & Associates$500M to $1BSEC recordPercentage of assetsHourly
- Rose Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Rossby Financial, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Route 20 Private Wealth Inc.$25M to $100MSEC recordPercentage of assetsPerformance-basedOther
- Royal Fund Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ruggiero Investments$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rutherford Asset Planning, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rwa Advisors$100M to $500MSEC recordPercentage of assets
- Saaga$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Safe Harbor Fiduciary, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sagace Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Saltmarsh Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sanchez Wealth Management Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sanctuary Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Sandhill Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Sandy Morris Financial & Estate Planning Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sara-Bay Financial Corp.$100M to $500MSEC recordPercentage of assets
- Saul Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sawgrass Asset Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Scala Capital LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Schaffer & Company Asset Management, Inc.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Schorn Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Schrum Private Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Seaview Investment Managers LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Second Half Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Secure Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Semus Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Servatus Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Setchfield Asset Management$100M to $500MSEC recordPercentage of assets
- Seven Hills Financial, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Seven Mile Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- SFG Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shariaportfolio, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Shellman Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Sierra Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Siler Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Singer Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Sky Alpha Asset Advisors$100M to $500MSEC recordPercentage of assetsCommissions
- Skyview Financial Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Slatestone Wealth LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Slavic Mutual Funds Management Corp.$1B or moreSEC recordPercentage of assets
- Smith Asset Management Co., LLC$100M to $500MSEC recordPercentage of assetsHourly
- Smith Bruer$100M to $500MSEC recordPercentage of assets
- Solist Financial$100M to $500MSEC recordPercentage of assets
- Sollinda Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Solomon Api LLC$100M to $500MSEC recordPercentage of assetsHourly
- Sound Income Strategies, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Southcol Advisors$100M to $500MSEC recordPercentage of assets
- Sparrow Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spectra Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spirepoint Private Client, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Spraker West Wealth Management, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spyrnal Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- St. Johns Investment Management Company, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- St. Nicholas Private Asset Management, Inc.$100M to $500MSEC recordPercentage of assets
- Statetrust Capital, LLC.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Sterling Bridge Financial Group LLC$100M to $500MSEC recordPercentage of assets
- Sterling Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stewardship Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stillwater Wealth Management Group LLC$100M to $500MSEC recordPercentage of assets
- Stonebridge Financial Planning Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stonex International Advisors Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Storge$500M to $1BSEC recordPercentage of assets
- Storms & Rowdon Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Asset Management Group Advisors$100M to $500MSEC recordPercentage of assets
- Strivus Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stronghold Wealth Management L.L.C.$100M to $500MSEC recordPercentage of assets
- Structure Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Successful Portfolios LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Sulzberger Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Summit Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Suncoast Equity Management, LLC$1B or moreSEC recordPercentage of assets
- Sundial Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Sunstate Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Synergy Investment Management LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Syntax Research, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tactive Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Targeted Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Templeton Investment Counsel, LLC$1B or moreSEC recordPercentage of assets
- Teramo Advisors, LLC$100M to $500MSEC recordPercentage of assets
- The Atlas Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Baldwin Group Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The High Net Worth Advisory Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Holland Group, Retirement Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- The Life Wealth Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Palmer Knight Company$100M to $500MSEC recordPercentage of assets
- The Tenret Company, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Third Eye Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Thomas J. Herzfeld Advisors, Inc.$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Tiempo Capital Partners$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Tim Looney Investments, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Timucuan Asset Management Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Toams Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tobias Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Todd Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Together Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Traver Financial Consulting Network PA$100M to $500MSEC recordPercentage of assets
- Treasure Coast Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Trillium Wealth LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Tripletail Wealth Management$100M to $500MSEC recordPercentage of assets
- Truadvisors$100M to $500MSEC recordPercentage of assets
- True Wealth Advisory Group$100M to $500MSEC recordPercentage of assetsOther
- Trustwell Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Truvestments Capital LLC$500M to $1BSEC recordPercentage of assetsHourly
- Turner Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- U.S. Cherry LLCUnder $25MSEC recordPercentage of assets
- Ucap Americas$100M to $500MSEC recordPercentage of assetsOther
- Uhler Vertich White Advisors$500M to $1BSEC recordPercentage of assets
- Ullmann Wealth Partners$1B or moreSEC recordPercentage of assetsHourly
- Unified Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Unify Financial Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Unimar$100M to $500MSEC recordPercentage of assetsPerformance-based
- Unique Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Unison Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Urs Advisory$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Utopia Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Uyana Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Valor Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Velaris Wealth Management$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
- Veltria Advisors Corp.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Vesta Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Victrix Investment Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Vigil Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vizcaya Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Walser Wealth Management Company, A Limited Liability Company$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Walsh & Associates, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Washburn Capital Management Inc.$100M to $500MSEC recordPercentage of assets
- Waterstone Financial Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Waypoints Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- We Family Offices$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Wealth Advisors of Tampa Bay$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Management Corporation$100M to $500MSEC recordPercentage of assets
- Wealth Pro Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthgen Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthtrust Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Weathervane Asset Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Webull Advisors LLC$25M to $100MSEC recordPercentage of assets
- Welcy Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Wells Global Investment Advisers LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Whalerock Point Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Williams Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Win Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Winning Points Advisors, L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Wisdom Financial Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wisdom Planning Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- WLT Partners$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Xcel Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Xendia Wealth LLC$100M to $500MSEC recordPercentage of assetsOther
- XP Advisory US, Inc.$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Yale Capital Corp.$1B or moreSEC recordPercentage of assets
- Yandell Investments, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Zega Investments, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Zenith Advisory Group, LLC$100M to $500MSEC recordFixed or flat fee
- Zest$25M to $100MSEC recordPercentage of assetsPerformance-based
- Zinnia Wealth Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.