Financial advisers in Plantation, FL

8 registered investment adviser firms in Plantation managing $4.3B in assets, based on public SEC Form ADV filings.

Tobias Financial Advisors

Plantation, FL · Est. 1989

RegionalInternational

Fee-based

AUM: $1.2B
Per adviser: $132M
Advisers: 9

No reported disclosures

Lwm Advisory Services, LLC

Plantation, FL · Est. 2014

LocalInternational

Fee-based

AUM: $1.1B
Per adviser: $136M
Advisers: 8

No reported disclosures

Mg&A Wealth

Plantation, FL · Est. 2016

LocalInternational

Fee-based

AUM: $1.0B
Per adviser: $170M
Advisers: 6

No reported disclosures

Northstar Financial Planners, INC.

Plantation, FL · Est. 2014

Local

Fee-based

AUM: $312M
Per adviser: $78M
Advisers: 4

No reported disclosures

Sterling Wealth Advisors, INC.

Plantation, FL · Est. 2021

Local

Fee-based

AUM: $224M
Per adviser: $224M
Advisers: 1

No reported disclosures

Niles Investment Management, LLC

Plantation, FL · Est. 2024

LocalInternational

Fee-only

AUM: $185M
Per adviser: $93M
Advisers: 2

No reported disclosures

Actitrust Wealth Management LLC

Plantation, FL · Est. 2021

LocalInternational

Fee-only

AUM: $141M
Per adviser: $23M
Advisers: 6

No reported disclosures

Abacus Capital Advisors

Plantation, FL · Est. 2025

LocalInternational

Fee-only

AUM: $120M
Per adviser: $40M
Advisers: 3

No reported disclosures