Top financial advisors in Hollywood, FL
We’ve curated a list of the best financial advisors in Hollywood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$3,870,834,550
Number of advisors
7 advisors
| $3,870,834,550 | 7 advisors | |
| 2 |
Assets under management
$116,176,924
Number of advisors
3 advisors
| $116,176,924 | 3 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 Hollywood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hollywood. 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.
Imperial Fund Capital Partners, LLC
Imperial Fund Asset Management, LLC is a financial advisor firm based in Fort Lauderdale, FL, established on March 30, 2025. The firm specializes in individual portfolio management, offering both non-discretionary and discretionary account supervision based on client objectives. They provide financial planning services, creating comprehensive plans covering personal, tax, investment, insurance, retirement, and estate planning. The firm manages private funds, including Imperial Fund I, II, III, and IV, focusing on non-agency residential loans and real estate lending markets. Clients must have a minimum initial investment of $250,000 for portfolio management services, with fees ranging from 0.25% to 2.00% annually. Financial planning fees are typically fixed, ranging from $500 to $5,000. Imperial Fund does not engage in soft-dollar arrangements and does not vote proxies on behalf of clients. The firm has no reportable disciplinary events and maintains financial stability. Clients have the option to grant discretionary authority for investment decisions, and the firm does not require prepayment of fees exceeding $500. Imperial Fund emphasizes transparency, conflict mitigation, and client-centric practices in its operations.
$3,870,834,550 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesAzzendo Wealth Advisors
Azzendo Wealth Advisors, operating as BlueKey Wealth Advisors, LLC, is a registered investment adviser based in Hollywood, Florida, providing services since 2010. The firm offers portfolio management, financial planning, and selection of third-party investment advisers. Portfolio management services include discretionary and non-discretionary options, with a minimum account size typically set at $500,000, but may be waived. Fees for portfolio management are based on a percentage of assets under management, with a tiered fee schedule. Financial planning services cover various areas, with fixed fees ranging from $750 to $25,000, and hourly fees of $750 for specific services. The firm may recommend third-party advisers and receives benefits from Schwab for research services. Azzendo Wealth Advisors has a Code of Ethics, does not vote proxies, and does not have custody of client funds. The firm offers discretionary and non-discretionary account management, with clients receiving quarterly performance reports. Azzendo Wealth Advisors prioritizes client confidentiality and data security, complying with the Gramm-Leach-Bliley Act. For more information, clients can contact Amaury Sanchez-Cifuentes, Managing Member.
$116,176,924 under management
3 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)Consulting
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 Hollywood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hollywood. 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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