Top 10 financial advisors in Fort Lauderdale, FL

We've curated a list of the best financial advisors in Fort Lauderdale, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $2,374,246,882 Number of advisors 95 advisors	$2,374,246,882	95 advisors
2	Assets under management $1,532,155,933 Number of advisors 54 advisors	$1,532,155,933	54 advisors
3	Assets under management $649,416,586 Number of advisors 13 advisors	$649,416,586	13 advisors
4	Assets under management $640,251,913 Number of advisors 18 advisors	$640,251,913	18 advisors
5	Assets under management $331,402,981 Number of advisors 18 advisors	$331,402,981	18 advisors
6	Assets under management $318,262,349 Number of advisors 3 advisors	$318,262,349	3 advisors
7	Assets under management $309,095,374 Number of advisors 7 advisors	$309,095,374	7 advisors
8	Assets under management $131,184,254 Number of advisors 12 advisors	$131,184,254	12 advisors
9	Assets under management $94,012,083 Number of advisors 2 advisors	$94,012,083	2 advisors
10	Assets under management $50,843,186 Number of advisors 1 advisors	$50,843,186	1 advisors

Just 2 minutes to apply

Free first consultation

No unsolicited calls

Get matched with an advisor

Commitment

We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Get matched with an advisor

Methodology

To find the top financial advisors in Fort Lauderdale, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Sound Income Strategies, LLC
Sound Income Strategies, LLC is a fee-based financial planning and investment management firm founded in 2014. The firm specializes in providing asset management services to individuals, investment advisors, retirement plans, trusts, estates, and corporations. They offer discretionary and non-discretionary direct asset management services, with a minimum account opening requirement of $25,000. The firm's investment strategy focuses on determining individual investment goals, time horizons, objectives, and risk tolerance to create customized managed investment portfolios for clients. SIS also provides services to qualified and non-qualified retirement plans, acting as a limited scope 3(21) fiduciary or a 3(38) Investment Manager. SIS does not act as a custodian of client assets and does not engage in principal transactions, soft dollar arrangements, or cross trades. The firm does not vote proxies on securities and does not have any financial conditions that would impair its ability to meet commitments to clients. SIS does not have any bankruptcy petitions in the past ten years. Clients receive account statements at least quarterly from qualified custodians, and the firm encourages clients to review these statements and compare them to performance reports prepared by SIS.
$2,374,246,882 under management
95 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Educational Seminars/workshops
See full profile
Provenance Wealth Advisors
Provenance Wealth Advisors, LLC is an investment advisor firm based in Fort Lauderdale, Florida, established in 2000. The firm offers portfolio management, financial planning, retirement planning, and portfolio consulting services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, municipalities, and other business entities. Provenance Wealth Advisors primarily uses equity securities, exchange-traded funds, mutual funds, corporate securities, municipal securities, and U.S. government securities in its portfolio management programs. Clients can opt for discretionary or non-discretionary portfolio management services, with discretionary services allowing the firm to make investment decisions without client approval. The firm charges fees based on a percentage of assets under management, with rates varying depending on the asset value. Provenance Wealth Advisors does not have custody of client funds but uses a third-party qualified custodian. The firm does not accept performance-based fees, and clients can direct brokerage transactions to a specified custodian. Additionally, the firm does not vote on client securities proxies. Provenance Wealth Advisors has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For more information, clients can contact the firm directly.
$1,532,155,933 under management
54 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Portfolio Consulting Services
See full profile
Socius Family Office, LLC
Socius Family Office, LLC is a full-service investment advisory firm with a nationwide presence, specializing in wealth management and family office services. Established on March 1, 2012, and SEC-registered since June 22, 2010, Socius offers a wide range of investment products, including equities, mutual funds, ETFs, and more. The firm provides ongoing asset management, financial planning, and IRA rollover recommendations, acting as a fiduciary under the DOL’s Prohibited Transaction Exemption 2020-02. Socius charges asset-based fees of up to 1.5% per annum for ongoing asset management services, with fees payable monthly or quarterly. The firm does not engage in performance-based fees or side-by-side management. Socius serves individuals, high net worth individuals, and charitable organizations, employing methods of analysis such as technical and fundamental analysis. The firm exercises investment discretion for clients, including selecting securities, determining amounts, timing, and broker-dealer selection. Socius does not participate in soft dollar benefits, solicitor arrangements, or directed brokerage. The firm has a Code of Ethics, proxy voting policies, and procedures, and maintains client account reviews and financial plans. Socius does not receive compensation beyond asset management fees and does not have custody of client funds. The firm has no adverse financial conditions or bankruptcy-related matters in the past ten years. As a federally registered investment adviser, state registration requirements do not apply to Socius Family Office, LLC.
$649,416,586 under management
13 advisors
Fee structure
A percentage of assets under your management
Fixed fees
RETAINER BASED ON SCOPE OF WORK
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Bill Pay, Bookkeeping And Consolidated Reporting
See full profile
Palisades Hudson Asset Management, L.p.
Palisades Hudson Asset Management, L.P. was founded in November 1997 by Larry M. Elkin and offers investment advisory services to individuals, trusts, entities, and retirement plans. The firm provides three levels of investment advisory services: Performance Reporting, Active Management, and Trust Management. Their investment philosophy focuses on asset allocation and long-term, disciplined investing, aiming to balance growth and security through diversified portfolios. Palisades Hudson primarily uses mutual funds and ETFs for client investments, avoiding short-term trading strategies. The firm charges investment advisory fees based on assets under management, with a minimum monthly fee of $416.67. Clients may impose restrictions on investments, and the firm may negotiate fees for portfolios over $50 million. Palisades Hudson does not charge performance-based fees or conduct side-by-side management. The firm accepts discretionary authority to manage client accounts and provides monthly reports detailing holdings and transactions. Palisades Hudson does not receive soft dollar benefits and generally uses Charles Schwab or Fidelity for brokerage services. The firm may compensate solicitors for client referrals but does not accept commissions for selling securities. Clients' assets are held with qualified custodians, and the firm votes client securities if delegated proxy voting responsibilities. Palisades Hudson has not been involved in legal or disciplinary events and maintains financial stability. For more information, clients can contact the firm directly or visit the SEC's website.
$640,251,913 under management
18 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
See full profile

Not sure which one to choose?

Get matched with an advisor

Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser established in Fort Lauderdale, Florida, by Andrew Costa and Grant Conness in March 2017. The firm offers asset management services, financial planning services covering various topics, and educational workshops. Clients have the option to impose restrictions on managed accounts and can receive tailored services based on individual needs. GWMIA primarily follows a value-investing strategy and may recommend a variety of investment products based on client circumstances. The firm does not primarily recommend one type of security and discloses risks associated with investing, such as market risk and company-specific risk. GWMIA does not charge performance-based fees and does not aggregate client securities transactions. Clients are encouraged to review account statements provided by the custodian and are responsible for voting proxies for securities held in their accounts. GWMIA does not vote proxies on behalf of clients. The firm does not require prepayment exceeding $1,200 in fees per client and is not subject to financial conditions that could impair meeting client commitments. GWMIA has not been subject to a bankruptcy petition.
$331,402,981 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
See full profile
Weathervane Asset Management LLC
Weathervane Asset Management LLC is a financial advisory firm based in Fort Lauderdale, Florida. It currently has approximately $318,262,349 of assets under management and employs about 3 people. Weathervane Asset Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$318,262,349 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
See full profile

Not sure which one to choose?

Get matched with an advisor

Las Olas Capital Advisors, LLC
Las Olas Capital Advisors, LLC, based in Fort Lauderdale, Florida, has been providing investment advisory services since 2015. The firm offers Wealth Management Services, including Third-Party Managers, Proprietary Private Fund Offerings, Financial Planning Services, Corporate Advising Services, Investment Banking Advice, and Non-Transactional Advice and Consulting. Clients can participate in the Wrap Program, where a single fee covers management fees and certain other costs. The firm's fees range from $4,000 to $12,000 for financial planning services, with hourly rates starting at $350. Las Olas Capital Advisors primarily uses fundamental analysis for evaluating investments and may recommend the use of Schwab for custody and brokerage services. The firm may receive benefits from Schwab, such as software and support. Las Olas Capital Advisors has no disciplinary events to disclose and provides discretionary investment management services. The firm has custody of assets for the Funds it manages and has never filed for bankruptcy. Clients are encouraged to discuss their needs and goals regularly with the firm. Las Olas Capital Advisors may receive compensation from third parties for client referrals, creating a potential conflict of interest.
$309,095,374 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PRIVATE FUND RELATED FEES AS OUTLINED IN THE PPM OR AGREEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Corporate Advising Services And Non-transactional Advice
See full profile
Aragon Capital LLC
ARAGON CAPITAL LLC is an investment adviser firm that offers portfolio management services to retail clients, providing both discretionary and non-discretionary advisory services. The firm does not have a minimum account size requirement and monitors client accounts on a weekly basis. Fees for advisory services are based on the assets in the client's account, with fees withdrawn directly from the client's account with written authorization. The firm's fee structure is designed to incentivize increasing assets under management. Clients may incur additional fees from investments such as mutual funds and variable annuities, as well as transaction fees when buying or selling investments. ARAGON CAPITAL LLC is a fiduciary, obligated to act in the best interest of clients. The firm and its financial professionals receive compensation primarily through advisory fees. ARAGON CAPITAL LLC has no legal or disciplinary history. Clients can access additional information through the firm's brochure available online or by contacting the firm directly at (786) 529-6540.
$131,184,254 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile

Not sure which one to choose?

Get matched with an advisor

Horowitz & Company, Inc.
Horowitz & Company, Inc. is a financial advisory firm based in Fort Lauderdale, Florida. It currently has approximately $94,012,083 of assets under management and employs about 2 people. Horowitz & Company, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$94,012,083 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
See full profile
The Wealthplan LLC
The WealthPlan LLC is a financial advisor firm founded in 2016 and registered as an investment adviser in 2020. The firm offers Wealth Planner services, including discretionary asset management programs and financial planning options. They may recommend third-party money managers or sub-advisory accounts for clients, with compensation disclosed in the TPMMs' disclosure documents. WealthPlan may charge flat fees for alternative investments and held-away account services. The firm's fee structure includes annual asset management fees based on a tiered schedule. WealthPlan does not use performance-based fees. The firm provides investment advice to individuals, high net worth individuals, trusts, estates, corporations, or business entities. WealthPlan employs fundamental and technical analysis for investment strategies, with a focus on client goals and risk tolerance. The firm discloses potential risks associated with alternative investments, digital assets, and other investment types. WealthPlan does not receive soft dollar benefits and does not allow directed brokerage accounts. Clients receive account statements quarterly from qualified custodians. The firm has discretionary authority for trading and does not vote proxies on client securities. WealthPlan has no financial conditions impairing its ability to meet commitments to clients and has not had any bankruptcy petitions in the past ten years.
$50,843,186 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Portfolio Guidance
See full profile

Commitment

Get matched with an advisor

Methodology

Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

It's quick and easy to find the right financial advisor for you

Visit Unbiased.com — your resource to find independent financial advice focused on your needs

Answer a few questions about your needs.

Match with an advisor

Connect with your perfectly matched financial advisor.
Your first meeting is free.

Frequently asked questions