# Financial advisors in Fort Lauderdale, FL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/fort-lauderdale

## At a glance

- Investment advisory firms: 47
- Registration: SEC-registered investment adviser: 32, State-registered investment adviser: 10, Exempt reporting adviser: 5
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 3 (7%); Percentage of assets 39 (93%); Hourly charges 12 (29%); Fixed fees 14 (33%); Performance-based fees 18 (43%); Other 9 (21%); No compensation arrangements reported 5
- Regulatory assets under management (Item 5.F): Under $25 million 8 (17%); $25 million to $100 million 5 (11%); $100 million to $500 million 12 (26%); $500 million to $1 billion 4 (9%); $1 billion to $5 billion 7 (15%); Over $5 billion 4 (9%); Not reported 7 (15%)
- Years registered: Under 5 years 22 (47%); 5 to 9 years 11 (23%); 10 to 19 years 10 (21%); 20 years or more 4 (9%)

## Firms (page 1 of 1, 1 to 47 of 47, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Allied Capital Group, LLC](https://advisorcensus.com/firm/allied-capital-group-llc-fort-lauderdale-fl-286439) ([md](https://advisorcensus.com/firm/allied-capital-group-llc-fort-lauderdale-fl-286439.md)) | 286439 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Alterna Equity Partners Management LLC](https://advisorcensus.com/firm/alterna-equity-partners-management-llc-fort-lauderdale-fl-313985) ([md](https://advisorcensus.com/firm/alterna-equity-partners-management-llc-fort-lauderdale-fl-313985.md)) | 313985 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Aragon Capital LLC](https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958) ([md](https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958.md)) | 166958 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Belhealth Investment Partners, LLC](https://advisorcensus.com/firm/belhealth-investment-partners-llc-fort-lauderdale-fl-162674) ([md](https://advisorcensus.com/firm/belhealth-investment-partners-llc-fort-lauderdale-fl-162674.md)) | 162674 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [BH3 Fund Advisors, LLC](https://advisorcensus.com/firm/bh3-fund-advisors-llc-fort-lauderdale-fl-298967) ([md](https://advisorcensus.com/firm/bh3-fund-advisors-llc-fort-lauderdale-fl-298967.md)) | 298967 | Fort Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Brickstone Advisors](https://advisorcensus.com/firm/brickstone-advisors-fort-lauderdale-fl-319161) ([md](https://advisorcensus.com/firm/brickstone-advisors-fort-lauderdale-fl-319161.md)) | 319161 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Other |
| [Bridges Capital LLC](https://advisorcensus.com/firm/bridges-capital-llc-fort-lauderdale-fl-297718) ([md](https://advisorcensus.com/firm/bridges-capital-llc-fort-lauderdale-fl-297718.md)) | 297718 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Other |
| [Channing Global Advisors, LLC](https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893) ([md](https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893.md)) | 290893 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Community Capital Management, LLC](https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368) ([md](https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368.md)) | 109368 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Other |
| [Consilium Investment Management LLC](https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934) ([md](https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934.md)) | 131934 | Fort Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Performance fee |
| [Deerpath Capital Management, LP](https://advisorcensus.com/firm/deerpath-capital-management-lp-fort-lauderdale-fl-160791) ([md](https://advisorcensus.com/firm/deerpath-capital-management-lp-fort-lauderdale-fl-160791.md)) | 160791 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Everglades Resources, Inc.](https://advisorcensus.com/firm/everglades-resources-inc-fort-lauderdale-fl-142020) ([md](https://advisorcensus.com/firm/everglades-resources-inc-fort-lauderdale-fl-142020.md)) | 142020 | Fort Lauderdale, FL | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Performance fee, Other |
| [EX Cathedra LLC](https://advisorcensus.com/firm/ex-cathedra-llc-fort-lauderdale-fl-331577) ([md](https://advisorcensus.com/firm/ex-cathedra-llc-fort-lauderdale-fl-331577.md)) | 331577 | Fort Lauderdale, FL | State-registered investment adviser | Not reported | 2 | % of assets, Performance fee |
| [Exodus Wealth, LLC](https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328) ([md](https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328.md)) | 174328 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Financial Planning Services, Inc.](https://advisorcensus.com/firm/financial-planning-services-inc-fort-lauderdale-fl-311146) ([md](https://advisorcensus.com/firm/financial-planning-services-inc-fort-lauderdale-fl-311146.md)) | 311146 | Fort Lauderdale, FL | SEC-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Finotify](https://advisorcensus.com/firm/finotify-fort-lauderdale-fl-318151) ([md](https://advisorcensus.com/firm/finotify-fort-lauderdale-fl-318151.md)) | 318151 | Fort Lauderdale, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Fiori Financial Group](https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641) ([md](https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641.md)) | 318641 | Fort Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Global Wealth Management Investment Advisory, Inc.](https://advisorcensus.com/firm/global-wealth-management-investment-advisory-inc-fort-lauderdale-fl-286005) ([md](https://advisorcensus.com/firm/global-wealth-management-investment-advisory-inc-fort-lauderdale-fl-286005.md)) | 286005 | Fort Lauderdale, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Golden Spades Advisory LLC](https://advisorcensus.com/firm/golden-spades-advisory-llc-fort-lauderdale-fl-339761) ([md](https://advisorcensus.com/firm/golden-spades-advisory-llc-fort-lauderdale-fl-339761.md)) | 339761 | Fort Lauderdale, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [GQG Partners](https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720) ([md](https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720.md)) | 283720 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [Heller Private Wealth](https://advisorcensus.com/firm/heller-private-wealth-fort-lauderdale-fl-324272) ([md](https://advisorcensus.com/firm/heller-private-wealth-fort-lauderdale-fl-324272.md)) | 324272 | Fort Lauderdale, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Holdco Asset Management, LP](https://advisorcensus.com/firm/holdco-asset-management-lp-fort-lauderdale-fl-167054) ([md](https://advisorcensus.com/firm/holdco-asset-management-lp-fort-lauderdale-fl-167054.md)) | 167054 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | Performance fee |
| [Horowitz & Company, Inc.](https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737) ([md](https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737.md)) | 106737 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Imperial Fund Asset Management LLC](https://advisorcensus.com/firm/imperial-fund-asset-management-llc-fort-lauderdale-fl-317525) ([md](https://advisorcensus.com/firm/imperial-fund-asset-management-llc-fort-lauderdale-fl-317525.md)) | 317525 | Fort Lauderdale, FL | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Performance fee |
| [Infinitum Asset Management, LLC](https://advisorcensus.com/firm/infinitum-asset-management-llc-fort-lauderdale-fl-333552) ([md](https://advisorcensus.com/firm/infinitum-asset-management-llc-fort-lauderdale-fl-333552.md)) | 333552 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Integrated Financial Strategies, LLC](https://advisorcensus.com/firm/integrated-financial-strategies-llc-fort-lauderdale-fl-165007) ([md](https://advisorcensus.com/firm/integrated-financial-strategies-llc-fort-lauderdale-fl-165007.md)) | 165007 | Fort Lauderdale, FL | SEC-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Kazazian Asset Management, LLC](https://advisorcensus.com/firm/kazazian-asset-management-llc-fort-lauderdale-fl-328433) ([md](https://advisorcensus.com/firm/kazazian-asset-management-llc-fort-lauderdale-fl-328433.md)) | 328433 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Kraken Adviser LLC](https://advisorcensus.com/firm/kraken-adviser-llc-fort-lauderdale-fl-337920) ([md](https://advisorcensus.com/firm/kraken-adviser-llc-fort-lauderdale-fl-337920.md)) | 337920 | Fort Lauderdale, FL | SEC-registered investment adviser | Under $25 million | 1 | Other |
| [LAS Olas Capital Advisors, LLC](https://advisorcensus.com/firm/las-olas-capital-advisors-llc-fort-lauderdale-fl-175077) ([md](https://advisorcensus.com/firm/las-olas-capital-advisors-llc-fort-lauderdale-fl-175077.md)) | 175077 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [LAS Olas Capital Wealth LLC](https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641) ([md](https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641.md)) | 340641 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [LAS Olas Venture Capital](https://advisorcensus.com/firm/las-olas-venture-capital-fort-lauderdale-fl-304233) ([md](https://advisorcensus.com/firm/las-olas-venture-capital-fort-lauderdale-fl-304233.md)) | 304233 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee, Other |
| [Murray Street Capital Advisors, LLC](https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232) ([md](https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232.md)) | 300232 | Fort Lauderdale, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Nexus Advisors](https://advisorcensus.com/firm/nexus-advisors-fort-lauderdale-fl-334636) ([md](https://advisorcensus.com/firm/nexus-advisors-fort-lauderdale-fl-334636.md)) | 334636 | Fort Lauderdale, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Occudo Quantitative Strategies LP](https://advisorcensus.com/firm/occudo-quantitative-strategies-lp-fort-lauderdale-fl-310070) ([md](https://advisorcensus.com/firm/occudo-quantitative-strategies-lp-fort-lauderdale-fl-310070.md)) | 310070 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Palisades Hudson Asset Management, L.P.](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134) ([md](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134.md)) | 109134 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Provenance Wealth Advisors](https://advisorcensus.com/firm/provenance-wealth-advisors-fort-lauderdale-fl-126529) ([md](https://advisorcensus.com/firm/provenance-wealth-advisors-fort-lauderdale-fl-126529.md)) | 126529 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Prym Advisors LLC](https://advisorcensus.com/firm/prym-advisors-llc-fort-lauderdale-fl-300090) ([md](https://advisorcensus.com/firm/prym-advisors-llc-fort-lauderdale-fl-300090.md)) | 300090 | Fort Lauderdale, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [QSO Capital Management LLC](https://advisorcensus.com/firm/qso-capital-management-llc-fort-lauderdale-fl-340892) ([md](https://advisorcensus.com/firm/qso-capital-management-llc-fort-lauderdale-fl-340892.md)) | 340892 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Roschman Capital Advisors, LLC](https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080) ([md](https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080.md)) | 282080 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee, Other |
| [Route 20 Private Wealth Inc.](https://advisorcensus.com/firm/route-20-private-wealth-inc-fort-lauderdale-fl-332581) ([md](https://advisorcensus.com/firm/route-20-private-wealth-inc-fort-lauderdale-fl-332581.md)) | 332581 | Fort Lauderdale, FL | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Performance fee, Other |
| [Sound Income Strategies, LLC](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272) ([md](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272.md)) | 173272 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [The Institute of Financial Wellness, LLC](https://advisorcensus.com/firm/the-institute-of-financial-wellness-llc-fort-lauderdale-fl-317776) ([md](https://advisorcensus.com/firm/the-institute-of-financial-wellness-llc-fort-lauderdale-fl-317776.md)) | 317776 | Fort Lauderdale, FL | SEC-registered investment adviser | Not reported | 4 | Fixed fee, Other |
| [The Legaltech Fund Management Co., L.L.C.](https://advisorcensus.com/firm/the-legaltech-fund-management-co-l-l-c-fort-lauderdale-fl-311344) ([md](https://advisorcensus.com/firm/the-legaltech-fund-management-co-l-l-c-fort-lauderdale-fl-311344.md)) | 311344 | Fort Lauderdale, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Vaquita Sun, Inc.](https://advisorcensus.com/firm/vaquita-sun-inc-fort-lauderdale-fl-333125) ([md](https://advisorcensus.com/firm/vaquita-sun-inc-fort-lauderdale-fl-333125.md)) | 333125 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Weathervane Asset Management LLC](https://advisorcensus.com/firm/weathervane-asset-management-llc-fort-lauderdale-fl-312424) ([md](https://advisorcensus.com/firm/weathervane-asset-management-llc-fort-lauderdale-fl-312424.md)) | 312424 | Fort Lauderdale, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Wiggin Financial Services](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596) ([md](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596.md)) | 151596 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Zevix Fund America LLC](https://advisorcensus.com/firm/zevix-fund-america-llc-fort-lauderdale-fl-338549) ([md](https://advisorcensus.com/firm/zevix-fund-america-llc-fort-lauderdale-fl-338549.md)) | 338549 | Fort Lauderdale, FL | Exempt reporting adviser | Not reported | 1 | Not reported |

## Questions people ask

**How many financial advisory firms are there in Fort Lauderdale, FL?**
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.

**How many fee-only financial advisors are in Fort Lauderdale, FL?**
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.

**How many financial advisors in Fort Lauderdale, FL offer financial planning?**
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.

**Are the financial advisors in Fort Lauderdale, FL fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Cite as: AdvisorCensus. Financial advisors in Fort Lauderdale, FL: 47 firms from Form ADV filings as of October 2026.