SEC-registered financial advisors in Coral Gables, FL
Common fee types
- 100%Percentage of assets
- 53%Fixed or flat fee
- 33%Hourly
Showing 24 of 40
- Advantage Investing, Inc.$100M to $500MSEC recordPercentage of assets
- Alti Wealth Management (US International), Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Amerant Investments, Inc.$500M to $1BSEC recordPercentage of assets
- Angelus Investment Consulting, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Archpoint Investors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Aston Capital Management$500M to $1BSEC recordPercentage of assetsPerformance-based
- Atlantic Family Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Azzendo Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Balanz$100M to $500MSEC recordPercentage of assetsPerformance-based
- Bayshore Wealth Advisors$500M to $1BSEC recordPercentage of assets
- Bradesco Global Advisors$100M to $500MSEC recordPercentage of assets
- Cantata Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ceeto Capital Group, LLC$500M to $1BSEC recordPercentage of assets
- Dimension Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Dragus Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Entelevest, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Evensky & Katz/Foldes Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Futura Asset Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Innova Advisors$100M to $500MSEC recordPercentage of assetsFixed 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
- Invex Advisors LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Invex Next, LLCUnder $25MSEC recordPercentage of assets
- Kirtland Financial Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Loyola Asset Management LLC$100M to $500MSEC recordPercentage of assets
- Lynx Advisory Partners$100M to $500MSEC recordPercentage of assets
- Mas Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Matters Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Maximai Investment Partners, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Meira Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Meridiana$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Millares Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Pinvest$100M to $500MSEC recordPercentage of assetsHourlyOther
- Portfolio Resources Advisor Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Premia Global Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Seaview Investment Managers LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Shellman Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Storge$500M to $1BSEC recordPercentage of assets
- Sunstate Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- We Family Offices$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.