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!
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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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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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