Top financial advisors in Ft Lauderdale, FL
We’ve curated a list of the best financial advisors in Ft Lauderdale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,954,832,260
Number of advisors
330 advisors
| $2,954,832,260 | 330 advisors | |
| 2 |
Assets under management
$568,253,419
Number of advisors
8 advisors
| $568,253,419 | 8 advisors |
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.
Methodology
To generate our top financial advisors list in Ft 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 Ft 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.
Kovack Advisors, Inc.
Kovack Advisors, Inc. is a financial advisory firm based in Ft. Lauderdale, Florida. It currently has approximately $2,954,832,260 of assets under management and employs about 330 people. Kovack Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$2,954,832,260 under management
330 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersSouthocean Capital Partners, LLC
SouthOcean Capital Partners, LLC, established in April 2014, specializes in providing discretionary investment advisory services to real estate pooled investment vehicles. The firm manages approximately $641.7 million in regulatory assets under management as of December 31, 2024. SouthOcean primarily serves the SouthOcean Funds, focusing on real estate investments exempt from registration under the Investment Company Act of 1940. The firm charges a management fee based on each Fund's organization or offering documents, with fees deducted from investors' capital accounts. SouthOcean also offers consulting services and may manage separately managed accounts in the future. The firm's investment strategy involves making long-term investments in real estate assets, with a focus on multifamily and single-family residential properties. Clients are subject to various risks, including total loss of capital, market fluctuations, and economic factors. SouthOcean's Code of Ethics ensures high standards of conduct, and the firm has established an Advisory Committee to address conflicts of interest. SouthOcean does not engage in brokerage practices related to publicly traded securities and provides regular updates and financial statements to investors. The firm has custody of client assets and complies with SEC requirements.
$568,253,419 under management
8 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST PAID TO OUR AFFILIATED ENTITIES
Services offered
Portfolio Management For Pooled Investment Vehicles
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.
Methodology
To generate our top financial advisors list in Ft 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 Ft 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.
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