Financial advisors in Fort Lauderdale, FL

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Noah Hankin
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
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Adam Vega
Financial advisor at Avance Private Wealth LLC
Avance Private Wealth LLC · $58.7M AUM
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Agnieszka Valenta
Financial advisor at Sound Income Strategies, LLC
Sound Income Strategies, LLC · $4.18B AUM
CFP®VerifiedFinancial planning
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Alejandro Ayaviri Castillo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Alexandra Escobedo
Financial advisor at New Edge Wealth
New Edge Wealth · $19.93B AUM
CFP®VerifiedFinancial planning
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Alexis Rodriguez
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
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Andrea Freiman
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Andrew Horowitz
Financial advisor at Horowitz & Company, Inc.
Horowitz & Company, Inc. · $180.7M AUM
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Anthony Navarro
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Araya Mesfin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Arthur Faren
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Betty Schultze
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Brent Mowinski
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Brian Campanile
Financial advisor at Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. · $722.8M AUM
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Brian Krauthamer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Brian Mahoney
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Brian Trechok
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Brianna Aviles
Financial advisor at Palisades Hudson Asset Management, L.p.
Palisades Hudson Asset Management, L.p. · $1.84B AUM
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Deborah Wiggin
Financial advisor at Wiggin Financial Services
Wiggin Financial Services · $9.5M AUM
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Delia Wright
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Dustin Meyer
Financial advisor at Parkwoods Wealth Partners, LLC
Parkwoods Wealth Partners, LLC · $1.79B AUM
CFP®VerifiedFinancial planning
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Emma Jones
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Gregg Kleinman
Financial advisor at Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. · $722.8M AUM
CFP®VerifiedFinancial planning
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Gregory Milewski
Financial advisor at Sound Income Strategies, LLC
Sound Income Strategies, LLC · $4.18B AUM
CFP®VerifiedFinancial planning
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Gregory Roth
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Jack Oujo
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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James Holloway
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Jason Bourgo
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
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Jason Coopersmith
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
CFP®VerifiedFinancial planning
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Jason Oestreicher
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Fort Lauderdale, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Fort Lauderdale, FL.

How this list works

Before you hire an advisor in Fort Lauderdale, FL