Fiduciary advisors in Coral Gables, FL

49 registered advisers

Coral Gables is a planned community within the Miami metro that serves as a base for Latin American wealth management and international advisory practices. Of those, 47 are fee-only practices that do not earn commissions from financial product sales.

ADVANTAGE INVESTING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #116059
Typical Fee2.00%
AUM$139M
Minimum--
Clients674

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #152104
Typical Fee--
AUM$670M
Minimum--
Clients37

AMERANT INVESTMENTS, INC.

Also Compensated via Brokerage
Coral Gables, FloridaCRD #117284
Typical Fee--
AUM$688M
Minimum--
Clients1,194

ANGELUS INVESTMENT CONSULTING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #281413
Typical Fee--
AUM$184M
Minimum--
Clients41

ARCHPOINT INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #151807
Typical Fee--
AUM$3.7B
Minimum--
Clients236

ASTON CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #291310
Typical Fee--
AUM$554M
Minimum--
Clients25

ATLANTIC FAMILY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #171062
Typical Fee--
AUM$213M
Minimum--
Clients581

AXXES ADVISORS I LLC

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #332460
Typical Fee--
AUM$100K
Minimum--
Clients1

AXXES ADVISORS LLC

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #318039
Typical Fee--
AUM$100K
Minimum--
Clients1

AZZENDO WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #145919
Typical Fee--
AUM$300M
Minimum--
Clients642

BALANZ

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #322263
Typical Fee--
AUM$165M
Minimum--
Clients64

BAYSHORE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #144191
Typical Fee--
AUM$637M
Minimum--
Clients406

BAYVIEW ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #157053
Typical Fee--
AUM$44.8B
Minimum--
Clients53

BR CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #310003
Typical Fee--
AUM$315M
Minimum--
Clients325

BRADESCO GLOBAL ADVISORS

Fee-Only, No Conflicts
Coral Gables, FloridaCRD #134416
Typical Fee--
AUM$173M
Minimum--
Clients1,941

CALIXTO GLOBAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #171687
Typical Fee--
AUM$56M
Minimum--
Clients2

CEETO CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #286538
Typical Fee--
AUM$439M
Minimum--
Clients41

DIMENSION CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #109380
Typical Fee--
AUM$6.6B
Minimum--
Clients587

DRAGUS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #158122
Typical Fee--
AUM$209M
Minimum--
Clients101

DRIFTWOOD ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Coral Gables, FloridaCRD #307316
Typical Fee--
AUM$881M
Minimum--
Clients3

EL MENUDO CUENTA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #328439
Typical Fee--
AUM$3K
Minimum--
Clients2

ENTELEVEST, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #318115
Typical Fee--
AUM$110M
Minimum--
Clients248

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Coral Gables, FloridaCRD #109698
Typical Fee--
AUM$3.1B
Minimum--
Clients5,522

FINANCEHQ LLC

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #325157
Typical Fee--
AUM--
Minimum--
Clients--

FINBACK INVESTMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #310944
Typical Fee--
AUM$1.0B
Minimum--
Clients8

FUTURA ASSET ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #136285
Typical Fee1.00%
AUM$297M
Minimum--
Clients35

INVENIO WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #323039
Typical Fee--
AUM$332M
Minimum--
Clients269

INVEX ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #164519
Typical Fee--
AUM$660M
Minimum--
Clients69

INVEX NEXT, LLC

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #328201
Typical Fee--
AUM$2M
Minimum--
Clients50

KIRTLAND FINANCIAL MANAGEMENT, INC.

Clean RecordAlso Compensated via Brokerage
Coral Gables, FloridaCRD #131138
Typical Fee--
AUM$328M
Minimum--
Clients460

LOYOLA ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #153255
Typical Fee--
AUM$263M
Minimum--
Clients61

LYNX ADVISORY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #326594
Typical Fee--
AUM$221M
Minimum--
Clients113

MAS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #165906
Typical Fee--
AUM$1.5B
Minimum--
Clients122

MAXIMAI INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #284919
Typical Fee--
AUM$539M
Minimum--
Clients872

MBF HEALTHCARE MANAGEMENT II, LLC

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #283576
Typical Fee--
AUM$211M
Minimum--
Clients2

MEIRA WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #108648
Typical Fee--
AUM$280M
Minimum--
Clients747

MERIDIANA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #306237
Typical Fee--
AUM$442M
Minimum--
Clients152

MILLARES ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #144620
Typical Fee--
AUM$236M
Minimum--
Clients154

MURPHY CLARKE WILLIAMS & STONE LLC

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #330290
Typical Fee--
AUM$159M
Minimum--
Clients1

PINVEST

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

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Coral Gables, FloridaCRD #144601
Typical Fee2.75%
AUM$122M
Minimum--
Clients428

PREMIA GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #282426
Typical Fee--
AUM$300M
Minimum--
Clients57

SEAVIEW INVESTMENT MANAGERS LLC

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #300155
Typical Fee--
AUM$1.4B
Minimum--
Clients1,613

SHELLMAN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #316579
Typical Fee--
AUM$157M
Minimum--
Clients146

STORGE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #305395
Typical Fee--
AUM$867M
Minimum--
Clients194

SUNSTATE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #317453
Typical Fee--
AUM$203M
Minimum--
Clients7

TALLVINE PARTNERS MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Coral Gables, FloridaCRD #330629
Typical Fee--
AUM$470M
Minimum--
Clients3

TRIVEST INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #161432
Typical Fee--
AUM$5.9B
Minimum--
Clients19

WE FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coral Gables, FloridaCRD #109869
Typical Fee--
AUM$15.4B
Minimum--
Clients107
Fiduciary Advisors in Coral Gables, Florida | FiduciaryListings