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Find The Best Financial Advisors in Fort Lauderdale, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Fort Lauderdale is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Fort Lauderdale & pick the one as per your needs

How To Find The Best Financial Advisors in Fort Lauderdale, Florida

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Fort Lauderdale, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Fort Lauderdale, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fort Lauderdale, Florida have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Fort Lauderdale, Florida

advisor-photo

Charles Helme

BH Asset Management, LLC

786-475-1280

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Jimmy Gonzalez

Anthem Advisors

305-482-3002

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John Browning

Guardian Rock Wealth

561-327-4646

Top Financial Advisor Firms in Fort Lauderdale, Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
283720 $88,033,541,740 101 A Percentage of AUM, Performance Based
PROVENANCE WEALTH ADVISORS
200 East Las Olas Boulevard, 19th Floor
Fort Lauderdale, FL, 33301
126529 $2,641,746,411 2445 A Percentage of AUM, Hourly charges, Fixed Fees
SOUND INCOME STRATEGIES, LLC
500 W Cypress Creek Road, Suite 290
Fort Lauderdale, FL, 33309
173272 $2,039,250,887 14868 A Percentage of AUM, Hourly charges, Fixed Fees
PALISADES HUDSON ASSET MANAGEMENT, L.P.
200 Sw First Avenue, Suite 800
Fort Lauderdale, FL, 33301
109134 $1,376,025,123 170 A Percentage of AUM, Fixed Fees
HOLDCO ASSET MANAGEMENT, LP
515 East Las Olas Blvd., Suite 1010
Fort Lauderdale, FL, 33301
167054 $1,291,000,000 5 A Percentage of AUM, Performance Based
OCCUDO QUANTITATIVE STRATEGIES LP
401 E Las Olas Boulevard, Suite 1400
Fort Lauderdale, FL, 33301
310070 $988,587,864 2 A Percentage of AUM, Performance Based
SOCIUS FAMILY OFFICE, LLC
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL, 33301
137800 $728,191,303 534 A Percentage of AUM, Fixed Fees, Other (RETAINER BASED ON SCOPE OF WORK)
CONSILIUM INVESTMENT MANAGEMENT LLC
2400 E Commercial Blvd, Suite 900
Fort Lauderdale, FL, 33308
131934 $402,790,750 2 A Percentage of AUM, Performance Based
BELHEALTH INVESTMENT PARTNERS, LLC
401 E. Las Olas Blvd., Suite 1400
Fort Lauderdale, FL, 33301
162674 $337,109,097 2 A Percentage of AUM, Performance Based
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
2810 East Oakland Park Blvd, Suite 101
Fort Lauderdale, FL, 33306
286005 $331,402,981 2805 A Percentage of AUM, Hourly charges, Fixed Fees
FIORI FINANCIAL GROUP
205 South East 20th St,
Fort Lauderdale, FL, 33316
318641 $324,231,233 562 A Percentage of AUM, Fixed Fees
WEATHERVANE ASSET MANAGEMENT LLC
1 East Broward Blvd., Suite 700
Fort Lauderdale, FL, 33301
312424 $318,262,349 67 A Percentage of AUM, Performance Based
LAS OLAS CAPITAL ADVISORS, LLC
888 East Las Olas Blvd, Suite 200
Fort Lauderdale, FL, 33301
175077 $309,095,374 44 A Percentage of AUM, Fixed Fees, Other (PRIVATE FUND RELATED FEES AS OUTLINED IN THE PPM OR AGREEMENT)
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
200 E Las Olas Blvd, Suite 1560
Fort Lauderdale, FL, 33301
313985 $152,893,214 4 A Percentage of AUM, Performance Based
ARAGON CAPITAL LLC
101 Ne 3rd Ave, Suite 1500
Fort Lauderdale, FL, 33301
166958 $148,891,171 916 A Percentage of AUM

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