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: 17
Average Clients per Advisor: 4
AUM: $ 7.5B
PROVENANCE WEALTH ADVISORS
CRD#: 126529
Address: 200 East Las Olas Boulevard 19th Floor, Fort Lauderdale, FL 33301
Clients: 2,415
Average Clients per Advisor: 115
AUM: $ 3.5B
SOUND INCOME STRATEGIES, LLC
CRD#: 173272
Address: 500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309
Clients: 23,984
Average Clients per Advisor: 216
AUM: $ 3.5B
PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD#: 109134
Address: 200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301
Clients: 58
Average Clients per Advisor: 3
AUM: $ 1.7B
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD#: 286005
Address: 1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301
Clients: 1,182
Average Clients per Advisor: 107
AUM: $ 529M
INTEGRATED FINANCIAL STRATEGIES, LLC
CRD#: 165007
Address: 2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308
Clients: 350
Average Clients per Advisor: 58
AUM: $ 455M
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
Theodore J Kowalchuk
Registered Affiliation(s):VALMARK ADVISERS, INC.
Patricia Christine Corbett
Registered Affiliation(s):MORGAN STANLEY
Bruce Robert Barrick
Registered Affiliation(s):MORGAN STANLEY
Robert Gordon Miller
Registered Affiliation(s):VALMARK ADVISERS, INC.
Lara Berner Yates
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michael Jason Silver
Registered Affiliation(s):BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
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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