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Advisers in Fort Lauderdale, FL

25 advisers in Fort Lauderdale — 25 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (14)Hourly fees (11)Flat / fixed fees (12)% of assets managed (24)Retirement plan consulting (5)

All advisers

Aragon Capital LLC101 Ne 3rd Ave, Suite 1500 · Fort Lauderdale, FL 33301 · (786) 529-6540 · % of assets managedCRD 166958 · % of assets · $349.3 million AUMSEC registeredNo commissions reportedBrickstone Advisors300 Se 2nd Street, Suite 600 · Fort Lauderdale, FL 33301 · (954) 944-9072 · Financial planningCRD 319161 · % of assets, Hourly charges, Other · $2.1 million AUMState registeredNo commissions reportedBridges Capital LLC3328 Ne 32nd St · Fort Lauderdale, FL 33308 · (954) 271-1075 · % of assets managedCRD 297718 · % of assets, Other · $251.6 million AUMSEC registeredNo commissions reportedCommunity Capital Management, LLC261 North University Drive, Suite 520 · Fort Lauderdale, FL 33324 · (877) 272-1977 · % of assets managedCRD 109368 · % of assets, Other · $7.0 billion AUMSEC registeredNo commissions reportedExodus Wealth, LLC2400 East Commercial Boulevard, Suite 706 · Fort Lauderdale, FL 33308 · (925) 791-4444 · Financial planningCRD 174328 · % of assets, Hourly charges, Fixed fees · $483.6 million AUMSEC registeredNo commissions reportedFinancial Planning Services, INC.2400 East Commercial Boulevard, Suite 706 · Fort Lauderdale, FL 33308 · (954) 526-8339 · Financial planningCRD 311146 · % of assets, Hourly charges, Fixed fees · $20.0 million AUMSEC registeredNo commissions reportedFiori Financial Group205 South East 20th St · Fort Lauderdale, FL 33316 · (954) 763-2600 · Flat / fixed feesCRD 318641 · % of assets, Fixed fees · $567.4 million AUMSEC registeredNo commissions reportedGlobal Wealth Management Investment Advisory, INC.1301 East Broward Blvd, Suite 200 · Fort Lauderdale, FL 33301 · (954) 533-7144 · Financial planningCRD 286005 · % of assets, Hourly charges, Fixed fees · $722.8 million AUMSEC registeredNo commissions reportedGqg Partners350 East Las Olas Boulevard, 18th Floor · Fort Lauderdale, FL 33301 · (754) 218-5500 · % of assets managedCRD 283720 · % of assets, Performance-based fees · $163.9 billion AUMSEC registeredNo commissions reportedHeller Private Wealth1700 East Las Olas Boulevard, Suite 207 · Fort Lauderdale, FL 33301 · (954) 995-4761 · % of assets managedCRD 324272 · % of assets · $95.7 million AUMState registeredNo commissions reported
Horowitz & Company, INC.901 South Federal Highway, Suite 202 · Fort Lauderdale, FL 33316 · (954) 349-0800 · Financial planningCRD 106737 · % of assets, Hourly charges, Fixed fees · $180.7 million AUMSEC registeredNo commissions reportedImperial Fund Asset Management LLC899 W Cypress Creek Rd · Fort Lauderdale, FL 33309 · (855) 226-5200 · Financial planningCRD 317525 · % of assets, Hourly charges, Performance-based fees · $6.8 billion AUMSEC registeredNo commissions reportedKraken Adviser LLC200 East Las Olas Boulevard, 14th Floor · Fort Lauderdale, FL 33301 · (888) 837-8818CRD 337920 · Other · $377 AUMSEC registeredNo commissions reportedLas Olas Capital Advisors, LLC200 Sw First Ave, Suite 1070 · Fort Lauderdale, FL 33301 · (954) 289-4692 · Financial planningCRD 175077 · % of assets, Hourly charges, Fixed fees · $267.2 million AUMSEC registeredNo commissions reportedLas Olas Capital Wealth LLC200 Sw First Ave, Suite 1070 · Fort Lauderdale, FL 33301 · (954) 289-4692 · Financial planningCRD 340641 · % of assets, Hourly charges, Fixed fees · $269.1 million AUMSEC registeredNo commissions reportedMurray Street Capital Advisors, LLC1845 Se 4th Ave · Fort Lauderdale, FL 33316 · (954) 314-6700 · Financial planningCRD 300232 · % of assets, Fixed fees · $54.7 million AUMState registeredNo commissions reportedPalisades Hudson Asset Management, L.P.200 Sw First Avenue, Suite 800 · Fort Lauderdale, FL 33301 · (954) 524-5552 · Financial planningCRD 109134 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedProvenance Wealth Advisors200 East Las Olas Boulevard, 19th Floor · Fort Lauderdale, FL 33301 · (954) 712-8888 · Financial planningCRD 126529 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedPrym Advisors LLC888 East Las Olas Blvd, Suite 301 · Fort Lauderdale, FL 33301 · (305) 904-0156 · % of assets managedCRD 300090 · % of assets · $76.4 million AUMState registeredNo commissions reportedRoschman Capital Advisors, LLC6300 Ne 1st Ave, Suite 200 · Fort Lauderdale, FL 33334 · (954) 343-2466 · Financial planningCRD 282080 · % of assets, Fixed fees, Other · $1.4 million AUMState registeredNo commissions reportedRoute 20 Private Wealth INC.500 East Broward Boulevard Suite 900 · Fort Lauderdale, FL 33394 · (954) 712-7490 · % of assets managedCRD 332581 · % of assets, Performance-based fees, Other · $83.5 million AUMSEC registeredNo commissions reportedSound Income Strategies, LLC500 W Cypress Creek Road, Suite 290 · Fort Lauderdale, FL 33309 · (954) 487-1860 · Financial planningCRD 173272 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedVaquita Sun, INC.200 East Las Olas Blvd., Suite 1400 · Fort Lauderdale, FL 33301 · (954) 620-9900 · % of assets managedCRD 333125 · % of assets · $94,241 AUMState registeredNo commissions reportedWeathervane Asset Management LLC1 East Broward Blvd., Suite 700 · Fort Lauderdale, FL 33301 · (516) 305-9438 · % of assets managedCRD 312424 · % of assets, Performance-based fees · $384.1 million AUMSEC registeredNo commissions reportedWiggin Financial Services101 Ne 3rd Avenue, Suite 1500 · Fort Lauderdale, FL 33301 · (954) 390-6191 · Financial planningCRD 151596 · % of assets, Hourly charges · $9.5 million AUMState registeredNo commissions reported
Talking to advisers in Fort Lauderdale? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.