Fiduciary advisors in Fort Lauderdale, FL
30 registered advisers
Fort Lauderdale is a maritime and tourism economy with a growing population of remote workers and Northeast retirees. Fee-only firms account for 29 of the 30 registered practices, or about 97% of the local market. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$274M
Minimum--
Clients4
ARAGON CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$285M
Minimum--
Clients1,066
BELHEALTH INVESTMENT PARTNERS, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$212M
Minimum--
Clients2
BH3 FUND ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$526M
Minimum--
Clients9
BRIDGES CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$252M
Minimum--
Clients127
COMMUNITY CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.3B
Minimum--
Clients87
CONSILIUM INVESTMENT MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$485M
Minimum--
Clients3
DEERPATH CAPITAL MANAGEMENT, LP
Fee-Only, No ConflictsTypical Fee--
AUM$8.1B
Minimum--
Clients40
FINANCIAL PLANNING SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$145M
Minimum--
Clients326
FIORI FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$477M
Minimum--
Clients660
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$529M
Minimum--
Clients3,062
GQG PARTNERS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$153.0B
Minimum--
Clients5,114
HOLDCO ASSET MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.4B
Minimum--
Clients4
HOROWITZ & COMPANY, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$145M
Minimum--
Clients393
IMPERIAL FUND ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$7.5B
Minimum--
Clients42
INFINITUM ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$575M
Minimum--
Clients5
INTEGRATED FINANCIAL STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$455M
Minimum--
Clients1,400
KAZAZIAN ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$205M
Minimum--
Clients4
KOVACK ADVISORS, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$5.5B
Minimum--
Clients19,809
KRAKEN ADVISER LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$400
Minimum--
Clients5
LAS OLAS CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$387M
Minimum--
Clients43
OCCUDO QUANTITATIVE STRATEGIES LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$712M
Minimum--
Clients2
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients174
PROVENANCE WEALTH ADVISORS
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$4.4B
Minimum--
Clients4,358
ROUTE 20 PRIVATE WEALTH INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$55M
Minimum--
Clients157
SOUND INCOME STRATEGIES, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$4.2B
Minimum--
Clients24,756
SOUTHOCEAN CAPITAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$642M
Minimum--
Clients15
TEMPLETON INVESTMENT COUNSEL, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee0.30%
AUM$4.6B
Minimum--
Clients521
THE INSTITUTE OF FINANCIAL WELLNESS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
WEATHERVANE ASSET MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$260M
Minimum--
Clients66