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Advisors for $500,000 to $1 million in Florida

All 340 advisors

Advisors for $500,000 to $1 million in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
David Thompson JL Bainbridge Sarasota Not listed Percentage of assets
Eric Turloff Turloff Financial Consulting, Inc. Cape Coral BBA, CFA, CPA Percentage of assets, Hourly
Erik Johnson Heritage Investment Group Pompano Beach Not listed Percentage of assets
Gordon Lacquement KOI Portfolio Management Pensacola Not listed Percentage of assets
James Lloyd QP Wealth Management Boca Raton Not listed Percentage of assets, Hourly
Jennifer Sheffler Marchand Faries Financial Management, Inc. Keystone Heights BA Percentage of assets
Jerry Bainbridge JL Bainbridge Sarasota Not listed Percentage of assets
Joel Oldham JL Bainbridge Sarasota Not listed Percentage of assets
Kenneth Ouellette Orca Wealth Management New Port Richey Not listed Percentage of assets, Hourly
Lindsey Colaco JL Bainbridge Sarasota Not listed Percentage of assets
Lisa Heerwagen QP Wealth Management Summerland Key Not listed Percentage of assets, Hourly
Mark Hemby Saltmarsh Financial Advisors Pensacola CFA Percentage of assets, Hourly
Milan Pualic Monterra Advisors Orlando CFA Percentage of assets, Fixed fees
Morton Potoff MJP Wealth Advisors Longboat Key Not listed Percentage of assets, Hourly
Robert McCarver Heritage Investment Group Pompano Beach Not listed Percentage of assets
Samuel Taylor Heritage Investment Group Pompano Beach Not listed Percentage of assets
Stacy Bliss Heritage Investment Group Pompano Beach Not listed Percentage of assets
Timothy Slattery Heritage Investment Group Pompano Beach Not listed Percentage of assets
Zain Griffith Dash Investments Miami Not listed Percentage of assets
Bryan Trochessett San Blas Capital Port St. Joe Not listed Percentage of assets
David Morgan High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
Guido Valli FDI Wealth Management Miami Not listed Percentage of assets, Hourly
Katherine Lauer High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
Kelso Huffman High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
Lauren Podnos Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Mariano Sardans FDI Wealth Management Miami Not listed Percentage of assets, Hourly
Michael McGee Hudson Advisors Vero Beach Not listed Percentage of assets, Hourly
Rachel O'Leary Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Rodrigo Gamarci FDI Wealth Management Miami Not listed Percentage of assets, Hourly
Stephen Podnos Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Aileen Logan Logan Financial Planning St Petersburg Not listed Percentage of assets, Hourly
Ana Rieber Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Anthony Leone Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Arianna Kaufman Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Christina Doss Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Dale Cockrell Painted Porch Advisors Naples Not listed Percentage of assets, Fixed fees
Dannit Chocron Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Darryl Poisson DJP Wealth Management Tampa Not listed Percentage of assets, Fixed fees
Eduardo Brender Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
George Peaden Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Isaac Wakszol Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jacobo Taurel Rimeris Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Janessa Suarez Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jonathan Schiripo Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Jose Cova Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jose Finkelstein Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Juan Sanchez Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Judy Batievsky Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Mariana Avila Murati Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Mason Schreck Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees