Florida · 5 advisers
Financial Advisors in Wellington, Florida
Looking for a financial advisor in Wellington, Florida? Falists indexes 5 SEC-registered and state-registered investment advisers in Wellington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $251.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$251.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wellington
Ranked by AUM · Fees, team & specialties at a glance
MARIACA WEALTH MANAGEMENT, LLC
Wellington, FL
AUM
$251.1M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
561-650-8061
NVERSES CAPITAL, LLC
Wellington, FL
AUM
$184.1M
Team
9 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
732-742-7703
DUNAMIS CAPITAL CONSULTING, LLC
Wellington, FL
AUM
$19.3M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-318-8730
SOLIC CAPITAL MANAGEMENT, LLC
Wellington, FL
AUM
$59.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
847-583-1618
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Common questions
- How many financial advisors are in Wellington, Florida?
- 5 registered investment advisers are listed in our Wellington directory, sourced from public SEC filings.
- What types of advisors are in Wellington?
- 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 Wellington?
- 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.