Search Results

997 advisors in florida
FirmFeeAUMMin.Clients

PALM WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #323361
Typical Fee--
AUM$179M
Minimum--
Clients1,232

PANORAMIKA ADVISORS INC.

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #172737
Typical Fee--
AUM$1.1B
Minimum--
Clients183

PARABLE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Augustine, FloridaCRD #304873
Typical Fee--
AUM$141M
Minimum--
Clients208

PARADIGM PARTNERS CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #174058
Typical Fee--
AUM$687M
Minimum--
Clients7

PARADY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Villages, FloridaCRD #169997
Typical Fee--
AUM$156M
Minimum--
Clients1,940

PARE PARTNERS II LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #327575
Typical Fee--
AUM$149M
Minimum--
Clients6

PARE PARTNERS LLC

Fee-Only, No ConflictsClean Record
Miami, FloridaCRD #309242
Typical Fee--
AUM$61M
Minimum--
Clients8

PARTICIPANT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #304859
Typical Fee--
AUM$171M
Minimum--
Clients6

PASQUA WEALTH SOLUTIONS

Fee-Only, No ConflictsClean Record
Palm City, FloridaCRD #139618
Typical Fee--
AUM$130M
Minimum--
Clients53

PAULSON WEALTH MANAGEMENT INC.

Fee-OnlyAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #150374
Typical Fee--
AUM$504M
Minimum--
Clients1,616

PEAKSHARES LLC

Fee-Only, No Conflicts
Tampa, FloridaCRD #329193
Typical Fee--
AUM$17M
Minimum--
Clients1

PENINSULA ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bradenton, FloridaCRD #108600
Typical Fee--
AUM$272M
Minimum--
Clients367

PENNANTPARK INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #143149
Typical Fee--
AUM$4.5B
Minimum--
Clients19

PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Beach, FloridaCRD #337750
Typical Fee--
AUM--
Minimum--
Clients--

PENTO PORTFOLIO STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naples, FloridaCRD #159217
Typical Fee--
AUM$210M
Minimum--
Clients687

PENTWATER CAPITAL MANAGEMENT LP

Fee-OnlyAlso Compensated via Product Sales
Naples, FloridaCRD #156873
Typical Fee--
AUM$9.3B
Minimum--
Clients24

PERIGEE CAPITAL, LP

Fee-Only, No ConflictsClean Record
Sarasota, FloridaCRD #122085
Typical Fee--
AUM$1.1B
Minimum--
Clients112

PERSONAL FINANCIAL PROFILES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Springs, FloridaCRD #109327
Typical Fee--
AUM$335M
Minimum--
Clients369

PERSONALIZED FINANCIAL SOLUTIONS LLC

Fee-OnlyAlso Compensated via Product Sales
Clearwater, FloridaCRD #306475
Typical Fee2.00%
AUM$143M
Minimum--
Clients505

PFG PRIVATE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lutz, FloridaCRD #282301
Typical Fee--
AUM$239M
Minimum--
Clients1,104

PHARVISION ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #311739
Typical Fee--
AUM$316M
Minimum--
Clients5

PHASE 3 CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #294408
Typical Fee--
AUM$2.8B
Minimum--
Clients7

PICEA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #307775
Typical Fee--
AUM$173M
Minimum--
Clients14

PINVEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #331586
Typical Fee1.00%
AUM$377M
Minimum--
Clients6

PIONEER FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Miami Beach, FloridaCRD #142856
Typical Fee--
AUM$791M
Minimum--
Clients296

PL CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naples, FloridaCRD #162083
Typical Fee--
AUM$305M
Minimum--
Clients6

PL3 CAPITAL LP

Fee-Only, No ConflictsClean Record
Sunny Isles Beach, FloridaCRD #331201
Typical Fee--
AUM$301M
Minimum--
Clients1

PLAN CONFIDENCE CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #283781
Typical Fee--
AUM--
Minimum--
Clients--

PLAN TO PROSPER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ormond Beach, FloridaCRD #327660
Typical Fee--
AUM$234M
Minimum--
Clients651

POINCIANA ADVISORS GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach Gardens, FloridaCRD #137423
Typical Fee--
AUM$336M
Minimum--
Clients278
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