How many financial advisors are in Weston, Florida?

Falists lists 8 registered investment advisers with a principal office or filing address in Weston, Florida, based on public SEC IAPD data.

How do financial advisors in Weston charge fees?

Fee structures vary by firm. In Weston, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Weston?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 8 advisers

Financial Advisors in Weston, Florida

Looking for a financial advisor in Weston, Florida? Falists indexes 8 SEC-registered and state-registered investment advisers in Weston — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.72B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.72B

Financial planning

Filter by specialty

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

All Wealth6 Planning3 Trusts3 Retirement Institutional3

Top advisors in Weston

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

View all 8 →

RK CAPITAL MANAGEMENT, LLC

Weston, FL

AUM

$1.72B

Wealth Mgmt

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

561-408-1711

Full profile Visit site →

LIFESPAN FINANCIAL STRATEGIES, INC.

Weston, FL

AUM

$357.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

954-385-7812

Full profile Visit site →

BONDWIRE

Weston, FL

AUM

$48.9M

Wealth MgmtTrusts & Estates

Team

9 advisors

Clients

—

Fees

Percentage of AUM; SOLICITOR FEES FROM UNRELATED THIRD-PARTY ENTITIES

(754)206-0011

Full profile Visit site →

FRESH BREAD INVESTMENTS, LLC

Weston, FL

AUM

$39.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

518-283-8332

Full profile Visit site →

AMELIORA WEALTH MANAGEMENT USA LLC

Weston, FL

AUM

—

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

9547273117

Full profile Visit site →

VESTED

Weston, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(347) 353-8592

Full profile Visit site →

ROE INVESTMENT MANAGEMENT, LLC

Weston, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

+52-55-2888-0601

Full profileNo website

VLB CAPITAL

Weston, FL

AUM

—

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

3058504543

Full profileNo website

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Common questions

How many financial advisors are in Weston, Florida?: 8 registered investment advisers are listed in our Weston directory, sourced from public SEC filings.
What types of advisors are in Weston?: 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 Weston?: 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.