{
  "path": "/advisors/fl/miami/fort-lauderdale",
  "url": "https://advisorcensus.com/advisors/fl/miami/fort-lauderdale",
  "page_type": "metro_city",
  "title": "Financial advisors in Fort Lauderdale, FL",
  "filters": {},
  "scope_total": 47,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Fort Lauderdale, FL?",
      "a": "AdvisorCensus lists 47 investment advisory firms with a principal office in Fort Lauderdale, Florida (part of the Miami metro area), from Form ADV filings as of October 2026: 32 SEC-registered, 10 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Fort Lauderdale, FL?",
      "a": "3 of the 47 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Fort Lauderdale, FL offer financial planning?",
      "a": "15 of the 42 firms in Fort Lauderdale, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Fort Lauderdale, FL fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 3 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 47 investment advisory firms with a principal office in Fort Lauderdale, Florida (part of the Miami metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Miami metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Fort Lauderdale, FL: 47 firms from Form ADV filings as of October 2026.",
  "total_firms": 47,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 32,
    "state": 10,
    "exempt": 5
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 3
    },
    {
      "code": "percentage_of_aum",
      "count": 39
    },
    {
      "code": "hourly",
      "count": 12
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 14
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 18
    },
    {
      "code": "other",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 22
    },
    {
      "code": "5_to_9",
      "count": 11
    },
    {
      "code": "10_to_19",
      "count": 10
    },
    {
      "code": "20_plus",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 5
    },
    {
      "code": "100m_500m",
      "count": 12
    },
    {
      "code": "500m_1b",
      "count": 4
    },
    {
      "code": "1b_5b",
      "count": 7
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 7
    }
  ],
  "firms": [
    {
      "crd_number": 286439,
      "name": "Allied Capital Group, LLC",
      "name_as_filed": "ALLIED CAPITAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/allied-capital-group-llc-fort-lauderdale-fl-286439",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313985,
      "name": "Alterna Equity Partners Management LLC",
      "name_as_filed": "ALTERNA EQUITY PARTNERS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/alterna-equity-partners-management-llc-fort-lauderdale-fl-313985",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166958,
      "name": "Aragon Capital LLC",
      "name_as_filed": "ARAGON CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162674,
      "name": "Belhealth Investment Partners, LLC",
      "name_as_filed": "BELHEALTH INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/belhealth-investment-partners-llc-fort-lauderdale-fl-162674",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298967,
      "name": "BH3 Fund Advisors, LLC",
      "name_as_filed": "BH3 FUND ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bh3-fund-advisors-llc-fort-lauderdale-fl-298967",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319161,
      "name": "Brickstone Advisors",
      "name_as_filed": "BRICKSTONE ADVISORS",
      "url": "https://advisorcensus.com/firm/brickstone-advisors-fort-lauderdale-fl-319161",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297718,
      "name": "Bridges Capital LLC",
      "name_as_filed": "BRIDGES CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/bridges-capital-llc-fort-lauderdale-fl-297718",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290893,
      "name": "Channing Global Advisors, LLC",
      "name_as_filed": "CHANNING GLOBAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109368,
      "name": "Community Capital Management, LLC",
      "name_as_filed": "COMMUNITY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131934,
      "name": "Consilium Investment Management LLC",
      "name_as_filed": "CONSILIUM INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160791,
      "name": "Deerpath Capital Management, LP",
      "name_as_filed": "DEERPATH CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/deerpath-capital-management-lp-fort-lauderdale-fl-160791",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142020,
      "name": "Everglades Resources, Inc.",
      "name_as_filed": "EVERGLADES RESOURCES, INC.",
      "url": "https://advisorcensus.com/firm/everglades-resources-inc-fort-lauderdale-fl-142020",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331577,
      "name": "EX Cathedra LLC",
      "name_as_filed": "EX CATHEDRA LLC",
      "url": "https://advisorcensus.com/firm/ex-cathedra-llc-fort-lauderdale-fl-331577",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174328,
      "name": "Exodus Wealth, LLC",
      "name_as_filed": "EXODUS WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311146,
      "name": "Financial Planning Services, Inc.",
      "name_as_filed": "FINANCIAL PLANNING SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/financial-planning-services-inc-fort-lauderdale-fl-311146",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318151,
      "name": "Finotify",
      "name_as_filed": "FINOTIFY",
      "url": "https://advisorcensus.com/firm/finotify-fort-lauderdale-fl-318151",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 318641,
      "name": "Fiori Financial Group",
      "name_as_filed": "FIORI FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286005,
      "name": "Global Wealth Management Investment Advisory, Inc.",
      "name_as_filed": "GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/global-wealth-management-investment-advisory-inc-fort-lauderdale-fl-286005",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339761,
      "name": "Golden Spades Advisory LLC",
      "name_as_filed": "GOLDEN SPADES ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/golden-spades-advisory-llc-fort-lauderdale-fl-339761",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283720,
      "name": "GQG Partners",
      "name_as_filed": "GQG PARTNERS",
      "url": "https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324272,
      "name": "Heller Private Wealth",
      "name_as_filed": "HELLER PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/heller-private-wealth-fort-lauderdale-fl-324272",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167054,
      "name": "Holdco Asset Management, LP",
      "name_as_filed": "HOLDCO ASSET MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/holdco-asset-management-lp-fort-lauderdale-fl-167054",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106737,
      "name": "Horowitz & Company, Inc.",
      "name_as_filed": "HOROWITZ & COMPANY, INC.",
      "url": "https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317525,
      "name": "Imperial Fund Asset Management LLC",
      "name_as_filed": "IMPERIAL FUND ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/imperial-fund-asset-management-llc-fort-lauderdale-fl-317525",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333552,
      "name": "Infinitum Asset Management, LLC",
      "name_as_filed": "INFINITUM ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/infinitum-asset-management-llc-fort-lauderdale-fl-333552",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165007,
      "name": "Integrated Financial Strategies, LLC",
      "name_as_filed": "INTEGRATED FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/integrated-financial-strategies-llc-fort-lauderdale-fl-165007",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328433,
      "name": "Kazazian Asset Management, LLC",
      "name_as_filed": "KAZAZIAN ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kazazian-asset-management-llc-fort-lauderdale-fl-328433",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337920,
      "name": "Kraken Adviser LLC",
      "name_as_filed": "KRAKEN ADVISER LLC",
      "url": "https://advisorcensus.com/firm/kraken-adviser-llc-fort-lauderdale-fl-337920",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175077,
      "name": "LAS Olas Capital Advisors, LLC",
      "name_as_filed": "LAS OLAS CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/las-olas-capital-advisors-llc-fort-lauderdale-fl-175077",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340641,
      "name": "LAS Olas Capital Wealth LLC",
      "name_as_filed": "LAS OLAS CAPITAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304233,
      "name": "LAS Olas Venture Capital",
      "name_as_filed": "LAS OLAS VENTURE CAPITAL",
      "url": "https://advisorcensus.com/firm/las-olas-venture-capital-fort-lauderdale-fl-304233",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300232,
      "name": "Murray Street Capital Advisors, LLC",
      "name_as_filed": "MURRAY STREET CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334636,
      "name": "Nexus Advisors",
      "name_as_filed": "NEXUS ADVISORS",
      "url": "https://advisorcensus.com/firm/nexus-advisors-fort-lauderdale-fl-334636",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310070,
      "name": "Occudo Quantitative Strategies LP",
      "name_as_filed": "OCCUDO QUANTITATIVE STRATEGIES LP",
      "url": "https://advisorcensus.com/firm/occudo-quantitative-strategies-lp-fort-lauderdale-fl-310070",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109134,
      "name": "Palisades Hudson Asset Management, L.P.",
      "name_as_filed": "PALISADES HUDSON ASSET MANAGEMENT, L.P.",
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
