Adviser Record
States
Disclosures
Monthly changes
About the data
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
Firm
Assets
Employees
Disclosures
Gqg Partners
$163.86 billion
227
3
Deerpath Capital Management, LP
$9.03 billion
100
1
Community Capital Management, LLC
$7.00 billion
39
0
Imperial Fund Asset Management LLC
$6.84 billion
12
0
Kovack Advisors, Inc.
$6.28 billion
320
9
Templeton Investment Counsel, LLC
$4.61 billion
31
3
Provenance Wealth Advisors
$4.44 billion
52
0
Sound Income Strategies, LLC
$4.18 billion
134
6
Holdco Asset Management, LP
$2.76 billion
7
0
Occudo Quantitative Strategies LP
$2.22 billion
5
0
Palisades Hudson Asset Management, L.P.
$1.84 billion
14
0
Infinitum Asset Management, LLC
$1.14 billion
5
0
Channing Global Advisors, LLC
$1.11 billion
8
3
Global Wealth Management Investment Advisory, Inc.
$722.8 million
42
0
Bh3 Fund Advisors, LLC
$578.1 million
29
0
Southocean Capital Partners, LLC
$575.3 million
8
0
Fiori Financial Group
$567.4 million
8
0
Consilium Investment Management LLC
$540.6 million
17
1
Exodus Wealth, LLC
$483.6 million
53
2
Weathervane Asset Management LLC
$384.1 million
4
4
Aragon Capital LLC
$349.3 million
10
0
Las Olas Capital Wealth LLC
$269.1 million
7
1
Las Olas Capital Advisors, LLC
$267.2 million
6
0
Bridges Capital LLC
$251.6 million
1
0
Qso Capital Management LLC
$250.0 million
3
0
Las Olas Venture Capital
$231.2 million
6
0
Alterna Equity Partners Management LLC
$228.0 million
8
0
Kazazian Asset Management, LLC
$193.3 million
2
0
Horowitz & Company, Inc.
$180.7 million
2
3
Belhealth Investment Partners, LLC
$156.7 million
5
1
Route 20 Private Wealth Inc.
$83.5 million
6
0
Financial Planning Services, Inc.
$20.0 million
2
0
Kraken Adviser LLC
$377
5
0
The Institute of Financial Wellness, LLC
$0
7
0
Integrated Financial Strategies, LLC
$0
5
0