Top Financial Advisors in Fort Lauderdale, Florida
Finding the right financial advisor in Fort Lauderdale is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Fort Lauderdale, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Fort Lauderdale, FL.
Find the Best Financial Advisor Firms in Fort Lauderdale:
IMPERIAL FUND ASSET MANAGEMENT LLC
CRD#: 317525
Address: 899 W Cypress Creek Rd, Fort Lauderdale, FL 33309
Clients: 32
Average Clients per Advisor: 16
AUM: $ 6.8B
SOUND INCOME STRATEGIES, LLC
CRD#: 173272
Address: 6550 N Federal Highway Suite 510, Fort Lauderdale, FL 33308
Clients: 14,651
Average Clients per Advisor: 200
AUM: $ 2.0B
PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD#: 109134
Address: 200 Sw First Avenue Suite 1250, Fort Lauderdale, FL 33301
Clients: 52
Average Clients per Advisor: 2
AUM: $ 1.4B
SOCIUS FAMILY OFFICE, LLC
CRD#: 137800
Address: 200 East Las Olas Boulevard Suite 1550, Fort Lauderdale, FL 33301
Clients: 103
Average Clients per Advisor: 14
AUM: $ 728M
PROVENANCE WEALTH ADVISORS
CRD#: 126529
Address: 515 East Las Olas Boulevard 15th Floor, Fort Lauderdale, FL 33301
AUM: $ 623M
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD#: 286005
Address: 2810 East Oakland Park Blvd Suite 101, Fort Lauderdale, FL 33306
Clients: 1,036
Average Clients per Advisor: 115
AUM: $ 331M
How We Chose the Top Financial Advisors in Fort Lauderdale, Florida
To create this list of top financial advisor firms in Fort Lauderdale, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Fort Lauderdale has to offer.
Search Financial Advisors in Fort Lauderdale, Florida
Jay Jerome Horowitz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Craig Miller
Registered Affiliation(s):VALMARK ADVISERS, INC.
Eleanor Cecilia Schnell
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Philip Stecker
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Roger Steven Kalina
Registered Affiliation(s):BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Julie Ann Clairmont Shide
Registered Affiliation(s):MORGAN STANLEY
Jeremy Paul
Registered Affiliation(s):PERIGON WEALTH MANAGEMENT, LLC
Hector Alfonso Hernandez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jose Fernando Velasco
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Bryan Mic Hael Drowos
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Darcy Jo Beeman
Registered Affiliation(s):EDWARD JONES
Kevin Robert Mckinnon
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Sam Moshe
Registered Affiliation(s):MORGAN STANLEY
Sheri Lu Hoble
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Irwin Katz
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Joseph Albert Gutierrez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Diana Josefina Orea
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Andrew Franklin
Registered Affiliation(s):EDWARD JONES
David Jay Bass
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Patricia Cabrera
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Hernan Mariano Gonzalez
Registered Affiliation(s):MORGAN STANLEY
Kenneth Alberto Coto
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rock Edward Navamuel
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Margarita Carreno Rodriguez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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