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Find Retirement Advisors for Retirement Planning in Florida, Gulf Breeze
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Gulf Breeze, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 880 Carillon Parkway, St. Petersburg, FL, 33716 | $433,814,330,581 | 1070028 | 13966 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 2 | Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131 | $397,045,307,119 | 26 | 2932 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 3 | 880 Carillon Parkway, Saint Petersburg, FL, 33716 | $344,868,106,925 | 1030208 | 6727 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (PER PARTICIPANT (ERISA)) |
| 4 | 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301 | $120,567,542,959 | 727 | 189 | A percentage of AUM, Performance Based |
| 5 | 830 Brickell Plaza, Suite 4800 Miami, FL, 33131 | $118,191,936,095 | 97020 | 845 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
| 6 | 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401 | $97,371,716,804 | 38 | 578 | A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 7 | 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602 | $92,968,371,160 | 146 | 264 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 777 S. Flagler Drive E. Tower, Suite No. 1100 West Palm Beach, FL, 33401-5153 | $82,252,391,000 | 102 | 25 | A percentage of AUM, Performance Based |
| 9 | 3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410 | $74,147,147,934 | 137 | 413 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 10 | 2340 Collins Avenue, Miami Beach, FL, 33139 | $68,062,428,598 | 189 | 506 | Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS) |
| 11 | 780 Carillon Pkwy, St. Petersburg, FL, 33716 | $58,477,764,071 | 66691 | 73 | A percentage of AUM, Performance Based |
| 12 | 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | $57,351,804,696 | 162 | 1020 | A percentage of AUM, Performance Based |
| 13 | 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | $47,872,431,820 | 64 | 207 | A percentage of AUM, Performance Based |
| 14 | 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | $43,238,955,480 | 3397 | 173 | A percentage of AUM, Performance Based |
| 15 | 777 Yamato Road, Suite 300 Boca Raton, FL, 33431 | $39,514,428,923 | 30 | 8 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Gulf Breeze, Florida
QualificationsFirm CRD# 705
Assets Under Management $433,814,330,581
No. Of Clients1070028
Clients Per Financial Advisor77
RAYMOND JAMES & ASSOCIATES, INC. is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $434B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1070028 clients. The team consists of 13966 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS)
QualificationsFirm CRD# 148826
Assets Under Management $397,045,307,119
No. Of Clients26
Clients Per Financial Advisor0
CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $397B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2932 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 149018
Assets Under Management $344,868,106,925
No. Of Clients1030208
Clients Per Financial Advisor153
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $345B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030208 clients. The team consists of 6727 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (PER PARTICIPANT (ERISA))
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (HOURLY & FIXED RATE CONSULTATIONS)
QualificationsFirm CRD# 283720
Assets Under Management $120,567,542,959
No. Of Clients727
Clients Per Financial Advisor4
GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $121B assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 clients. The team consists of 189 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 319448
Assets Under Management $118,191,936,095
No. Of Clients97020
Clients Per Financial Advisor115
CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 97020 clients. The team consists of 845 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (% OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Security ratings or pricing services
- Market timing services
- Education seminars/workshops
QualificationsFirm CRD# 307151
Assets Under Management $97,371,716,804
No. Of Clients38
Clients Per Financial Advisor0
ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 578 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 152606
Assets Under Management $92,968,371,160
No. Of Clients146
Clients Per Financial Advisor1
DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 151480
Assets Under Management $82,252,391,000
No. Of Clients102
Clients Per Financial Advisor4
SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $82B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MANAGEMENT FOR CHIEF INVESTMENT OFFICER OF REGISTRANT)
QualificationsFirm CRD# 136591
Assets Under Management $74,147,147,934
No. Of Clients137
Clients Per Financial Advisor0
LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 413 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 110148
Assets Under Management $68,062,428,598
No. Of Clients189
Clients Per Financial Advisor0
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $68B assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 506 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (MANAGEMENT OF REAL ESTATE - RELATED ASSETS.)
QualificationsFirm CRD# 110653
Assets Under Management $58,477,764,071
No. Of Clients66691
Clients Per Financial Advisor914
EAGLE ASSET MANAGEMENT INC is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66691 clients. The team consists of 73 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 160711
Assets Under Management $57,351,804,696
No. Of Clients162
Clients Per Financial Advisor0
H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $57B assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 clients. The team consists of 1020 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 168339
Assets Under Management $47,872,431,820
No. Of Clients64
Clients Per Financial Advisor0
I SQUARED CAPITAL ADVISORS (US) LLC is a financial advisory firm situated in Miami, Florida. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 207 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106093
Assets Under Management $43,238,955,480
No. Of Clients3397
Clients Per Financial Advisor20
POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3397 clients. The team consists of 173 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 113539
Assets Under Management $39,514,428,923
No. Of Clients30
Clients Per Financial Advisor4
III CAPITAL MANAGEMENT is a financial advisory firm situated in Boca Raton, Florida. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.