Adviser Record

Investment advisers in Fort Lauderdale, FL

35 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

FirmAssetsEmployeesDisclosures
Gqg Partners$163.86 billion2273
Deerpath Capital Management, LP$9.03 billion1001
Community Capital Management, LLC$7.00 billion390
Imperial Fund Asset Management LLC$6.84 billion120
Kovack Advisors, Inc.$6.28 billion3209
Templeton Investment Counsel, LLC$4.61 billion313
Provenance Wealth Advisors$4.44 billion520
Sound Income Strategies, LLC$4.18 billion1346
Holdco Asset Management, LP$2.76 billion70
Occudo Quantitative Strategies LP$2.22 billion50
Palisades Hudson Asset Management, L.P.$1.84 billion140
Infinitum Asset Management, LLC$1.14 billion50
Channing Global Advisors, LLC$1.11 billion83
Global Wealth Management Investment Advisory, Inc.$722.8 million420
Bh3 Fund Advisors, LLC$578.1 million290
Southocean Capital Partners, LLC$575.3 million80
Fiori Financial Group$567.4 million80
Consilium Investment Management LLC$540.6 million171
Exodus Wealth, LLC$483.6 million532
Weathervane Asset Management LLC$384.1 million44
Aragon Capital LLC$349.3 million100
Las Olas Capital Wealth LLC$269.1 million71
Las Olas Capital Advisors, LLC$267.2 million60
Bridges Capital LLC$251.6 million10
Qso Capital Management LLC$250.0 million30
Las Olas Venture Capital$231.2 million60
Alterna Equity Partners Management LLC$228.0 million80
Kazazian Asset Management, LLC$193.3 million20
Horowitz & Company, Inc.$180.7 million23
Belhealth Investment Partners, LLC$156.7 million51
Route 20 Private Wealth Inc.$83.5 million60
Financial Planning Services, Inc.$20.0 million20
Kraken Adviser LLC$37750
The Institute of Financial Wellness, LLC$070
Integrated Financial Strategies, LLC$050