Florida · 1,100 firms
Trust & Estate Advisors in Florida
Advisers working with trusts, estates, and charitable organizations. Browse 1,100 advisers in Florida matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Florida
RAYMOND JAMES & ASSOCIATES, INC.
St.. Petersburg, FL
AUM
$500.96B
Team
5683 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
727-567-1000
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Saint Petersburg, FL
AUM
$390.04B
Team
6024 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
727-567-3020
GQG PARTNERS
Fort Lauderdale, FL
AUM
$163.86B
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
754-218-5500
SANDERS CAPITAL, LLC
West Palm Beach, FL
AUM
$122.18B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-291-7900
DOUBLELINE CAPITAL LP
Tampa, FL
AUM
$93.32B
Team
89 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-791-7333
EAGLE ASSET MANAGEMENT INC
St.. Petersburg, FL
AUM
$60.65B
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
727-573-2453
SANCTUARY ADVISORS, LLC
Miami, FL
AUM
$34.88B
Team
396 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
317-975-7729
AUM
$27.28B
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
813-934-2743
POLEN CAPITAL MANAGEMENT, LLC
Boca Raton, FL
AUM
$24.06B
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-561-241-2425
WE FAMILY OFFICES
Coral Gables, FL
AUM
$17.75B
Team
35 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
305-825-2225
CAPITAL WEALTH PLANNING, LLC
Naples, FL
AUM
$17.25B
Team
6 advisors
Clients
—
Fees
Percentage of AUM
239-593-2100
RAYMOND JAMES INVESTMENT MANAGEMENT
St. Petersburg, FL
AUM
$16.86B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
800-521-1195
INDEPENDENT FINANCIAL PARTNERS
Tampa, FL
AUM
$16.29B
Team
302 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
813-341-0960
CONCURRENT INVESTMENT ADVISORS, LLC
Tampa, FL
AUM
$15.73B
Team
161 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-709-8800
CV ADVISORS LLC
Aventura, FL
AUM
$15.08B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
305-358-5990
LOOP CAPITAL ASSET MANAGEMENT
Miami, FL
AUM
$10.81B
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-379-2100
HOOD RIVER CAPITAL MANAGEMENT LLC
Palm Beach Gardens, FL
AUM
$9.45B
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-484-5699
J. W. COLE ADVISORS, INC.
Tampa, FL
AUM
$8.25B
Team
468 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 935-6776
BRAMSHILL INVESTMENTS, LLC
Naples, FL
AUM
$8.14B
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(239) 920-7310
DSM CAPITAL PARTNERS
Palm Beach Gardens, FL
AUM
$7.56B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-618-4000
DIMENSION CAPITAL MANAGEMENT LLC
Coral Gables, FL
AUM
$7.29B
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-371-2776
COMMUNITY CAPITAL MANAGEMENT, LLC
Fort Lauderdale, FL
AUM
$7.00B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
877-272-1977
DAKOTA WEALTH, LLC
Palm Beach Gardens, FL
AUM
$6.94B
Team
61 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(561) 774-8101
IMPERIAL FUND ASSET MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$6.84B
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 226-5200
2,031 total advisers in Florida. Browse all Florida advisors