Top 10 advisors in Florida
We’ve curated a list of the best financial advisors in Florida, take a look at it below
Find an advisor in Florida1. Citadel Advisors LLC
Assets under management
$339,079,412,155
Fee structure
A percentage of assets under your management
Performance-based fees
REIMBURSEMENT OF EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Elliott Investment Management L.p.
Assets under management
$93,207,362,818
Fee structure
A percentage of assets under your management
PERFORMANCE-BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Doubleline Capital Lp
Assets under management
$91,220,415,301
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Gqg Partners
Assets under management
$87,577,957,625
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Corient
Assets under management
$81,941,806,571
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
6. Sanders Capital, LLC
Assets under management
$61,660,253,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Management For Chief Investment Officer Of Registrant
- Not sure which one to choose?Use our smart matching tool
7. Lighthouse Investment Partners, LLC
Assets under management
$53,496,955,104
Fee structure
A percentage of assets under your management
Performance-based fees
REIMBURSEMENT OF EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
8. I Squared Capital Advisors (us) LLC
Assets under management
$47,796,133,982
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Cifc Asset Management LLC
Assets under management
$37,246,864,417
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
We Manage Collateralized Loan Obligation Funds, Other Private Funds And Separately Management Accounts
- Not sure which one to choose?Use our smart matching tool
10. Iii Capital Management
Assets under management
$33,254,393,444
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
How we came up with this list
To generate our top financial advisors list in Florida, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Florida. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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