Top 8 advisors in Plantation
We’ve curated a list of the best financial advisors in Plantation, take a look at it below
Find an advisor in Plantation| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,001,234,728 | 31 advisors | ||
| 2 | $701,656,653 | 11 advisors | ||
| 3 | $622,000,000 | 19 advisors | ||
| 4 | $503,361,864 | 9 advisors | ||
| 5 | $206,978,568 | 6 advisors | ||
| 6 | $141,353,614 | 7 advisors | ||
| 7 | $136,356,241 | 7 advisors | ||
| 8 | $119,581,614 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Plantation, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Plantation. 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.
1. Community Capital Management, LLC
Assets under management
$4,001,234,728
Fee structure
A percentage of assets under your management
SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Non-investment Related Advice And Education Regarding The Community Reinvestment Act Of 1977.
2. Mg&a Wealth
Assets under management
$701,656,653
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SUB-ADVISORY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Tobias Financial Advisors
Assets under management
$622,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Retirement Plan Advisory Service
4. Lwm Advisory Services, LLC
Assets under management
$503,361,864
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
5. Northstar Financial Planners, Inc.
Assets under management
$206,978,568
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Fortune 360 Group LLC
Assets under management
$141,353,614
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Sterling Wealth Advisors, Inc.
Assets under management
$136,356,241
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Actitrust Wealth Management LLC
Assets under management
$119,581,614
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.