AdvisorRanked

Best Financial Advisors in FORT LAUDERDALE, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

31
Registered Firms
0.95%
Median Fee
of assets/year
$567M
Median AUM
31
Firms Listed
in our database

Top-Ranked Advisors in FORT LAUDERDALE

#1
100

COMMUNITY CAPITAL MANAGEMENT, LLC

FORT LAUDERDALE, FL · Since 1999

$7.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#2
100

BELHEALTH INVESTMENT PARTNERS, LLC

FORT LAUDERDALE, FL · Since 2015

$157M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

INTEGRATED FINANCIAL STRATEGIES, LLC

FORT LAUDERDALE, FL · Since 2015

$322M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
100

ARAGON CAPITAL LLC

FORT LAUDERDALE, FL · Since 2021

$349M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

CHANNING GLOBAL ADVISORS, LLC

FORT LAUDERDALE, FL · Since 2018

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
100

BRIDGES CAPITAL LLC

FORT LAUDERDALE, FL · Since 2023

$252M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

THE INSTITUTE OF FINANCIAL WELLNESS, LLC

FORT LAUDERDALE, FL · Since 2022

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

INFINITUM ASSET MANAGEMENT, LLC

FORT LAUDERDALE, FL · Since 2025

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

KRAKEN ADVISER LLC

FORT LAUDERDALE, FL · Since 2025

$377 AUM5 clientsFee: 0%
FiduciaryFee-Only
#10
100

LAS OLAS CAPITAL WEALTH LLC

FORT LAUDERDALE, FL · Since 2026

$0 AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
100

QSO CAPITAL MANAGEMENT LLC

FORT LAUDERDALE, FL · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

OCCUDO QUANTITATIVE STRATEGIES LP

FORT LAUDERDALE, FL · Since 2021

$2.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

FINANCIAL PLANNING SERVICES, INC.

FORT LAUDERDALE, FL · Since 2020

$145M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
100

ALTERNA EQUITY PARTNERS MANAGEMENT LLC

FORT LAUDERDALE, FL · Since 2021

$228M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
95

PALISADES HUDSON ASSET MANAGEMENT, L.P.

FORT LAUDERDALE, FL · Since 1998

$1.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#16
95

CONSILIUM INVESTMENT MANAGEMENT LLC

FORT LAUDERDALE, FL · Since 2004

$455M AUM13 clientsFee: 0%
FiduciaryFee-Only
#17
95

DEERPATH CAPITAL MANAGEMENT, LP

FORT LAUDERDALE, FL · Since 2012

$9.0B AUM100 clientsFee: 0%
FiduciaryFee-Only
#18
95

HOLDCO ASSET MANAGEMENT, LP

FORT LAUDERDALE, FL · Since 2016

$2.8B AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
95

LAS OLAS CAPITAL ADVISORS, LLC

FORT LAUDERDALE, FL · Since 2015

$552M AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
95

GQG PARTNERS

FORT LAUDERDALE, FL · Since 2016

$163.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#21
95

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

FORT LAUDERDALE, FL · Since 2017

$723M AUM10 clientsFee: 0%
FiduciaryFee-Only
#22
95

BH3 FUND ADVISORS, LLC

FORT LAUDERDALE, FL · Since 2024

$585M AUM13 clientsFee: 0%
FiduciaryFee-Only
#23
95

IMPERIAL FUND ASSET MANAGEMENT LLC

FORT LAUDERDALE, FL · Since 2022

$6.8B AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
95

FIORI FINANCIAL GROUP

FORT LAUDERDALE, FL · Since 2022

$567M AUM5 clientsFee: 0%
FiduciaryFee-Only
#25
95

KAZAZIAN ASSET MANAGEMENT, LLC

FORT LAUDERDALE, FL · Since 2024

$193M AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
95

ROUTE 20 PRIVATE WEALTH INC.

FORT LAUDERDALE, FL · Since 2024

$84M AUM4 clientsFee: 0%
FiduciaryFee-Only
#27
92

PROVENANCE WEALTH ADVISORS

FORT LAUDERDALE, FL · Since 2018

$4.4B AUM20 clientsFee: 0%
Broker-Dealer
#28
87

WEATHERVANE ASSET MANAGEMENT LLC

FORT LAUDERDALE, FL · Since 2021

$384M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#29
85

HOROWITZ & COMPANY, INC.

FORT LAUDERDALE, FL · Since 2025

$181M AUM2 clientsFee: 0%
FiduciaryFee-Only
#30
84

EXODUS WEALTH, LLC

FORT LAUDERDALE, FL · Since 2015

$484M AUM51 clientsFee: 0%
FiduciaryFee-Only1 complaint
#31
62

SOUND INCOME STRATEGIES, LLC

FORT LAUDERDALE, FL · Since 2014

$4.2B AUM134 clientsFee: 0%
FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in FORT LAUDERDALE?

The median advisory fee in FORT LAUDERDALE, FL is 0.95% of assets under management per year, based on Form ADV filings from 31 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.