Top 10 advisors in Fort Lauderdale
We’ve curated a list of the best financial advisors in Fort Lauderdale, take a look at it below
Find an advisor in Fort Lauderdale1. Gqg Partners
Assets under management
$87,577,957,625
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
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)
2. Sound Income Strategies, LLC
Assets under management
$2,374,246,882
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
3. Provenance Wealth Advisors
Assets under management
$1,532,155,933
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
4. Holdco Asset Management, Lp
Assets under management
$1,287,200,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Occudo Quantitative Strategies Lp
Assets under management
$988,587,864
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Socius Family Office, LLC
Assets under management
$649,416,586
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
- Not sure which one to choose?Use our smart matching tool
7. Palisades Hudson Asset Management, L.p.
Assets under management
$640,251,913
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
8. Consilium Investment Management LLC
Assets under management
$402,790,750
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Sub-advisory
9. Belhealth Investment Partners, LLC
Assets under management
$337,109,097
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Global Wealth Management Investment Advisory, Inc.
Assets under management
$331,402,981
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
How we came up with this list
To generate our top financial advisors list in Fort Lauderdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Lauderdale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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