Falists

Florida · 15 advisers

Financial Advisors in Plantation, Florida

Looking for a financial advisor in Plantation, Florida? Falists indexes 15 SEC-registered and state-registered investment advisers in Plantation — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $1.19B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

14

Largest AUM

$1.19B

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth14Planning9Trusts10Retirement3Institutional3

Top advisors in Plantation

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

MG&A WEALTH

Plantation, FL

AUM

$1.02B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

954-289-9000

Full profileVisit site →

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Plantation, Florida?
15 registered investment advisers are listed in our Plantation directory, sourced from public SEC filings.
What types of advisors are in Plantation?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Plantation?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.