Financial advisers in Fort Lauderdale , FL

AUM: $163.9B
Per adviser: $7.4B
Advisers: 22

No reported disclosures

Deerpath Capital Management, LP

Fort Lauderdale, FL · Est. 2012

AUM: $9.0B
Per adviser: $90M
Advisers: 100

No reported disclosures

Community Capital Management, LLC

Fort Lauderdale, FL · Est. 1999

AUM: $7.0B
Per adviser: $500M
Advisers: 14

No reported disclosures

Imperial Fund Asset Management LLC

Fort Lauderdale, FL · Est. 2022

AUM: $6.8B
Per adviser: $3.4B
Advisers: 2

No reported disclosures

Provenance Wealth Advisors

Fort Lauderdale, FL · Est. 2018

AUM: $4.4B
Per adviser: $222M
Advisers: 20

No reported disclosures

Sound Income Strategies, LLC

Fort Lauderdale, FL · Est. 2014

National

AUM: $4.2B
Per adviser: $31M
Advisers: 134

Holdco Asset Management, LP

Fort Lauderdale, FL · Est. 2016

AUM: $2.8B
Per adviser: $689M
Advisers: 4

No reported disclosures

Occudo Quantitative Strategies LP

Fort Lauderdale, FL · Est. 2021

AUM: $2.2B
Per adviser: $443M
Advisers: 5

No reported disclosures

Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL · Est. 1998

AUM: $1.8B
Per adviser: $131M
Advisers: 14

No reported disclosures

Infinitum Asset Management, LLC

Fort Lauderdale, FL · Est. 2025

LocalInternational

AUM: $1.1B
Per adviser: $380M
Advisers: 3

No reported disclosures

Channing Global Advisors, LLC

Fort Lauderdale, FL · Est. 2018

AUM: $1.1B
Per adviser: $278M
Advisers: 4

No reported disclosures

Global Wealth Management Investment Advisory, INC.

Fort Lauderdale, FL · Est. 2017

AUM: $723M
Per adviser: $72M
Advisers: 10

No reported disclosures

Bh3 Fund Advisors, LLC

Fort Lauderdale, FL · Est. 2024

AUM: $585M
Per adviser: $45M
Advisers: 13

No reported disclosures

Fiori Financial Group

Fort Lauderdale, FL · Est. 2022

AUM: $567M
Per adviser: $113M
Advisers: 5

No reported disclosures

Las Olas Capital Advisors, LLC

Fort Lauderdale, FL · Est. 2015

AUM: $552M
Per adviser: $79M
Advisers: 7

No reported disclosures

Consilium Investment Management LLC

Fort Lauderdale, FL · Est. 2004

AUM: $541M
Per adviser: $42M
Advisers: 13

Exodus Wealth, LLC

Fort Lauderdale, FL · Est. 2015

National

AUM: $484M
Per adviser: $9M
Advisers: 51

No reported disclosures

Weathervane Asset Management LLC

Fort Lauderdale, FL · Est. 2021

AUM: $384M
Per adviser: $192M
Advisers: 2

No reported disclosures

Aragon Capital LLC

Fort Lauderdale, FL · Est. 2021

LocalInternational

AUM: $349M
Per adviser: $58M
Advisers: 6

No reported disclosures

Integrated Financial Strategies, LLC

Fort Lauderdale, FL · Est. 2015

AUM: $322M
Per adviser: $64M
Advisers: 5

No reported disclosures

Bridges Capital LLC

Fort Lauderdale, FL · Est. 2023

AUM: $252M
Per adviser: $252M
Advisers: 1

No reported disclosures

Alterna Equity Partners Management LLC

Fort Lauderdale, FL · Est. 2021

AUM: $228M
Per adviser: $228M
Advisers: 1

No reported disclosures

Kazazian Asset Management, LLC

Fort Lauderdale, FL · Est. 2024

LocalInternational

AUM: $193M
Per adviser: $97M
Advisers: 2

No reported disclosures

Horowitz & Company, INC.

Fort Lauderdale, FL · Est. 2025

AUM: $181M
Per adviser: $90M
Advisers: 2

Belhealth Investment Partners, LLC

Fort Lauderdale, FL · Est. 2015

AUM: $157M
Per adviser: $52M
Advisers: 3

Route 20 Private Wealth INC.

Fort Lauderdale, FL · Est. 2024

AUM: $84M
Per adviser: $21M
Advisers: 4

No reported disclosures

Financial Planning Services, INC.

Fort Lauderdale, FL · Est. 2020

AUM: $20M
Per adviser: $20M
Advisers: 1

No reported disclosures

Kraken Adviser LLC

Fort Lauderdale, FL · Est. 2025

AUM: $377
Per adviser: $75.4
Advisers: 5

No reported disclosures

The Institute Of Financial Wellness, LLC

Fort Lauderdale, FL · Est. 2022

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Las Olas Capital Wealth LLC

Fort Lauderdale, FL · Est. 2026

AUM: —
Per adviser: —
Advisers: 6

No reported disclosures

Qso Capital Management LLC

Fort Lauderdale, FL · Est. 2026