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997 advisors in florida
FirmFeeAUMMin.Clients

COMPASS FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Deerfield Beach, FloridaCRD #125186
Typical Fee--
AUM$406M
Minimum--
Clients425

COMPASS FINANCIAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #156345
Typical Fee--
AUM$519M
Minimum--
Clients1,350

COMPASS GROUP INVESTMENTS SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #305680
Typical Fee--
AUM$458M
Minimum--
Clients144

COMPOUND FAMILY OFFICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #298776
Typical Fee--
AUM$480M
Minimum--
Clients288

COMPREHENSIVE WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #131324
Typical Fee0.90%
AUM$341M
Minimum--
Clients292

COMVEST ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #160753
Typical Fee--
AUM$2.7B
Minimum--
Clients10

COMVEST CREDIT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #311663
Typical Fee--
AUM$7.6B
Minimum--
Clients12

COMVEST CREDIT MANAGERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #322342
Typical Fee--
AUM$974M
Minimum--
Clients2

COMVEST PE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #338119
Typical Fee--
AUM$2.2B
Minimum--
Clients10

CONCISE CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #145778
Typical Fee--
AUM$650M
Minimum--
Clients9

CONCURRENT ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #330657
Typical Fee1.50%
AUM$2.5B
Minimum--
Clients7,202

CONCURRENT INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #323135
Typical Fee--
AUM$9.9B
Minimum--
Clients10,278

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #174670
Typical Fee--
AUM$122M
Minimum--
Clients609

CONSILIUM INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Fort Lauderdale, FloridaCRD #131934
Typical Fee--
AUM$485M
Minimum--
Clients3

CONVERGENCE INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach Gardens, FloridaCRD #148472
Typical Fee--
AUM$465M
Minimum--
Clients360

COQUINA PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Port Charlotte, FloridaCRD #333615
Typical Fee--
AUM$418M
Minimum--
Clients1,519

CORAL WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #307117
Typical Fee--
AUM$104M
Minimum--
Clients629

CORE WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakeland, FloridaCRD #174386
Typical Fee1.50%
AUM$571M
Minimum--
Clients1,053

CORE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jupiter, FloridaCRD #162870
Typical Fee--
AUM$345M
Minimum--
Clients939

CORIENT

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #319448
Typical Fee--
AUM$143.6B
Minimum--
Clients109,685

CORIENT IA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #326262
Typical Fee--
AUM$3.7B
Minimum--
Clients105

CORNERSTONE TRUST MANAGEMENT SERVICES LLC

Fee-Only, No Conflicts
Altamonte Springs, FloridaCRD #170864
Typical Fee--
AUM$1.2B
Minimum--
Clients1

CORRALES & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami, FloridaCRD #332189
Typical Fee--
AUM$167M
Minimum--
Clients574

CORRY CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Vero Beach, FloridaCRD #165403
Typical Fee--
AUM$2.1B
Minimum--
Clients18

COVINGTONALSINA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #326810
Typical Fee--
AUM$283M
Minimum--
Clients1,241

CPS INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakeland, FloridaCRD #104914
Typical Fee--
AUM$2.7B
Minimum--
Clients7,030

CRAFT WEALTH SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #289557
Typical Fee--
AUM$92M
Minimum--
Clients746

CRAMER & RAUCHEGGER, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Maitland, FloridaCRD #164784
Typical Fee--
AUM$151M
Minimum--
Clients1,700

CREAND MANAGEMENT

Also Compensated via Brokerage
Miami, FloridaCRD #154894
Typical Fee--
AUM$533M
Minimum--
Clients140

CREDICORP CAPITAL ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Miami, FloridaCRD #290081
Typical Fee--
AUM$983M
Minimum--
Clients260
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