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
Mike Lee Larrea
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Brian R Mercado
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Jorge F Jimenez
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Doraida Fernandez
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Edilberto Moreno
Registered Affiliation(s):BOLTON SECURITIES CORPORATION
Maria Paula Patino
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Hilda Ayo
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Charlene Guisasola
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC
Jose Ramon Diaz
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jared Michaud Kaplan
Registered Affiliation(s):NEW EDGE WEALTH
Octavio Santos
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Robert J Martilla
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Regine Rigal
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Conrad Dwight Coke
Registered Affiliation(s):ONEAMERICA SECURITIES, INC.
Carol Gordon Kaufman
Registered Affiliation(s):FIRESTONE CAPITAL MANAGEMENT INC
James Adam Heilman
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
James Elmer Kaercher
Registered Affiliation(s):OSAIC WEALTH, INC.
Chris Mark Kolasinski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Frank Devito
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Vincent Dewayne Whatley
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christopher George Price
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Chip Carter Marcus
Registered Affiliation(s):LPL FINANCIAL LLC
Carole Reardon Marko
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles Arthur Cartwright
Registered Affiliation(s):MORGAN STANLEY
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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