Florida · 48 advisers
Financial Advisors in Fort Lauderdale, Florida
Looking for a financial advisor in Fort Lauderdale, Florida? Falists indexes 48 SEC-registered and state-registered investment advisers in Fort Lauderdale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 42 firms list a website you can visit directly. Firms in this directory manage up to $163.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
48
With website
42
Largest AUM
$163.86B
Financial planning
16
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fort Lauderdale
Ranked by AUM · Fees, team & specialties at a glance
GQG PARTNERS
Fort Lauderdale, FL
AUM
$163.86B
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
754-218-5500
DEERPATH CAPITAL MANAGEMENT, LP
Fort Lauderdale, FL
AUM
$9.03B
Team
100 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6177030653
COMMUNITY CAPITAL MANAGEMENT, LLC
Fort Lauderdale, FL
AUM
$7.00B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
877-272-1977
IMPERIAL FUND ASSET MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$6.84B
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 226-5200
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL
AUM
$4.44B
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-712-8888
SOUND INCOME STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$4.18B
Team
134 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-487-1860
HOLDCO ASSET MANAGEMENT, LP
Fort Lauderdale, FL
AUM
$2.76B
Team
4 advisors
Clients
—
Fees
Performance-based fees
954-433-6862
OCCUDO QUANTITATIVE STRATEGIES LP
Fort Lauderdale, FL
AUM
$2.22B
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-853-3286
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Fort Lauderdale, FL
AUM
$1.84B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
954-524-5552
CHANNING GLOBAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$1.11B
Team
4 advisors
Clients
—
Fees
Percentage of AUM
305-517-5107
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Fort Lauderdale, FL
AUM
$722.8M
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-533-7144
BH3 FUND ADVISORS, LLC
Fort Lauderdale, FL
AUM
$584.7M
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954-541-7446
FIORI FINANCIAL GROUP
Fort Lauderdale, FL
AUM
$567.4M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
954-763-2600
LAS OLAS CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$551.9M
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
954-289-4692
CONSILIUM INVESTMENT MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$540.6M
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
954-315-9380
EXODUS WEALTH, LLC
Fort Lauderdale, FL
AUM
$483.6M
Team
51 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-791-4444
ARAGON CAPITAL LLC
Fort Lauderdale, FL
AUM
$349.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(786) 529-6540
BRIDGES CAPITAL LLC
Fort Lauderdale, FL
AUM
$251.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES
954-271-1075
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$228.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954-703-2020
KAZAZIAN ASSET MANAGEMENT, LLC
Fort Lauderdale, FL
AUM
$193.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-365-6509
HOROWITZ & COMPANY, INC.
Fort Lauderdale, FL
AUM
$180.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-349-0800
BELHEALTH INVESTMENT PARTNERS, LLC
Fort Lauderdale, FL
AUM
$156.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954-636-3680
HELLER PRIVATE WEALTH
Fort Lauderdale, FL
AUM
$95.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
954-995-4761
ROUTE 20 PRIVATE WEALTH INC.
Fort Lauderdale, FL
AUM
$83.5M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
954-712-7490
More cities in Florida
Common questions
- How many financial advisors are in Fort Lauderdale, Florida?
- 48 registered investment advisers are listed in our Fort Lauderdale directory, sourced from public SEC filings.
- What types of advisors are in Fort Lauderdale?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Fort Lauderdale?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.