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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!
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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 22 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 25 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
315-224-2426
Top Financial Advisor Firms in Fort Lauderdale, Florida (Ranked by AUM)
| 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 | $120,567,542,959 | 727 | A percentage of AUM, Performance Based |
| DEERPATH CAPITAL MANAGEMENT, LP 500 East Broward Boulevard, Suite 2300 Fort Lauderdale, FL, 33394 | 160791 | $7,238,820,450 | 35 | A percentage of AUM, Performance Based |
| IMPERIAL CAPITAL PARTNERS 851 W Cypress Creek Rd, Fort Lauderdale, FL, 33309 | 317525 | $6,980,959,545 | 25 | A percentage of AUM, Hourly charges, Performance Based |
| COMMUNITY CAPITAL MANAGEMENT, LLC 261 North University Drive, Suite 520 Fort Lauderdale, FL, 33324-2009 | 109368 | $4,995,503,762 | 94 | A percentage of AUM, Other (SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS) |
| SOUND INCOME STRATEGIES, LLC 500 W Cypress Creek Road, Suite 290 Fort Lauderdale, FL, 33309 | 173272 | $3,494,958,391 | 24350 | A percentage of AUM, Hourly charges, Fixed fees |
| PROVENANCE WEALTH ADVISORS 200 East Las Olas Boulevard, 19th Floor Fort Lauderdale, FL, 33301 | 126529 | $2,615,605,368 | 2046 | A percentage of AUM, Hourly charges, Fixed fees |
| HOLDCO ASSET MANAGEMENT, LP 515 East Las Olas Blvd., Suite 1010 Fort Lauderdale, FL, 33301 | 167054 | $2,390,092,000 | 6 | Performance Based |
| PALISADES HUDSON ASSET MANAGEMENT, L.P. 200 Sw First Avenue, Suite 800 Fort Lauderdale, FL, 33301 | 109134 | $1,487,780,922 | 176 | A percentage of AUM, Fixed fees |
| OCCUDO QUANTITATIVE STRATEGIES LP 500 E Broward Blvd, Suite 1720 Fort Lauderdale, FL, 33394 | 310070 | $851,177,720 | 3 | A percentage of AUM, Performance Based |
| FIORI FINANCIAL GROUP 205 South East 20th St, Fort Lauderdale, FL, 33316 | 318641 | $476,671,565 | 660 | A percentage of AUM, Fixed fees |
| CONSILIUM INVESTMENT MANAGEMENT LLC 2400 E Commercial Blvd, Suite 900 Fort Lauderdale, FL, 33308 | 131934 | $472,303,410 | 3 | A percentage of AUM, Performance Based |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. 1301 East Broward Blvd, Suite 200 Fort Lauderdale, FL, 33301 | 286005 | $422,042,783 | 3051 | A percentage of AUM, Hourly charges, Fixed fees |
| LAS OLAS CAPITAL ADVISORS, LLC 888 East Las Olas Blvd, Suite 200 Fort Lauderdale, FL, 33301 | 175077 | $373,832,012 | 33 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| WEATHERVANE ASSET MANAGEMENT LLC 1 East Broward Blvd., Suite 700 Fort Lauderdale, FL, 33301 | 312424 | $332,447,482 | 70 | A percentage of AUM, Performance Based |
| BELHEALTH INVESTMENT PARTNERS, LLC 401 E. Las Olas Blvd., Suite 1400 Fort Lauderdale, FL, 33301 | 162674 | $309,958,410 | 2 | A percentage of AUM, Performance Based |
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