Data / Investment advisers / Florida / Fort Lauderdale
Investment advisers in Fort Lauderdale, FL: 36 firms, $209 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
36 investment advisers have their main office in Fort Lauderdale, Florida: 32 SEC registered and 4 exempt reporting. The registered advisers report $209 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is GQG Partners with $164 billion.
The request: Every investment adviser in Fort Lauderdale, Florida with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 36Advisers
- 32SEC registered
- 4Exempt reporting
- $209 billionTotal AUM
- 27Advisers over $100 million
- 22Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| GQG Partners | Fort Lauderdale | $163.86 billion | 6,445 | 227 | 6 | (754) 218-5500 | adviserinfo.sec.gov | |
| Deerpath Capital Management, LP | Fort Lauderdale | $9.03 billion | 42 | 100 | 20 | (617) 703-0653 | deerpathcapital.com | adviserinfo.sec.gov |
| Community Capital Management, LLC | Fort Lauderdale | $7.00 billion | 89 | 39 | Not listed | (877) 272-1977 | adviserinfo.sec.gov | |
| Imperial Fund Asset Management LLC | Fort Lauderdale | $6.84 billion | 89 | 12 | 4 | (855) 226-5200 | adviserinfo.sec.gov | |
| Sound Income Strategies, LLC | Fort Lauderdale | $4.18 billion | 24,756 | 134 | Not listed | (954) 487-1860 | thecapitalizedretirement.com | adviserinfo.sec.gov |
| Provenance Wealth Advisors | Fort Lauderdale | $3.63 billion | 3,820 | 52 | Not listed | (954) 712-8888 | adviserinfo.sec.gov | |
| HOLDCO Asset Management, LP | Fort Lauderdale | $2.76 billion | 4 | 7 | 4 | (954) 433-6862 | adviserinfo.sec.gov | |
| Occudo Quantitative Strategies LP | Fort Lauderdale | $2.22 billion | 5 | 5 | 1 | (917) 853-3286 | occudo.com | adviserinfo.sec.gov |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | $1.84 billion | 171 | 14 | 3 | (954) 524-5552 | adviserinfo.sec.gov | |
| Infinitum Asset Management, LLC | Fort Lauderdale | $1.14 billion | 5 | 5 | 3 | (561) 302-1101 | adviserinfo.sec.gov | |
| Channing Global Advisors, LLC | Fort Lauderdale | $1.11 billion | 37 | 8 | 3 | (305) 517-5107 | channingglobal.com | adviserinfo.sec.gov |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | $722.8 million | 3,687 | 42 | Not listed | (954) 533-7144 | askglobalwealth.com | adviserinfo.sec.gov |
| Bh3 Fund Advisors, LLC | Fort Lauderdale | $578.1 million | 10 | 29 | 8 | (954) 541-7446 | adviserinfo.sec.gov | |
| Fiori Financial Group | Fort Lauderdale | $567.4 million | 675 | 8 | Not listed | (954) 763-2600 | adviserinfo.sec.gov | |
| Consilium Investment Management LLC | Fort Lauderdale | $540.6 million | 5 | 17 | 2 | (954) 315-9380 | adviserinfo.sec.gov | |
| Exodus Wealth, LLC | Fort Lauderdale | $483.6 million | 3,055 | 53 | Not listed | (925) 791-4444 | thinkfloresfinancial.com | adviserinfo.sec.gov |
| Weathervane Asset Management LLC | Fort Lauderdale | $384.1 million | 70 | 4 | 65 | (516) 305-9438 | adviserinfo.sec.gov | |
| Aragon Capital LLC | Fort Lauderdale | $349.3 million | 1,209 | 10 | Not listed | (786) 529-6540 | aragoncapital.com | adviserinfo.sec.gov |
| Las Olas Capital Wealth LLC | Fort Lauderdale | $269.1 million | 47 | 7 | Not listed | (954) 289-4692 | lasolascap.com | adviserinfo.sec.gov |
| Las Olas Capital Advisors, LLC | Fort Lauderdale | $267.2 million | 9 | 6 | 7 | (954) 289-4692 | adviserinfo.sec.gov | |
| Bridges Capital LLC | Fort Lauderdale | $251.6 million | 127 | 1 | Not listed | (954) 271-1075 | adviserinfo.sec.gov | |
| Qso Capital Management LLC | Fort Lauderdale | $250 million | 5 | 3 | 2 | (732) 332-2494 | qsocapital.com | adviserinfo.sec.gov |
| Las Olas Venture Capital | Fort Lauderdale | $231.2 million | 13 | 6 | 13 | (954) 667-7159 | adviserinfo.sec.gov | |
| Alterna Equity Partners Management LLC | Fort Lauderdale | $228 million | 3 | 8 | 3 | (954) 703-2020 | alternaequitypartners.com | adviserinfo.sec.gov |
| Kazazian Asset Management, LLC | Fort Lauderdale | $193.3 million | 3 | 2 | 1 | (917) 365-6509 | kazaziancapital.com | adviserinfo.sec.gov |
| Horowitz & Company, Inc. | Fort Lauderdale | $180.7 million | 429 | 2 | Not listed | (954) 349-0800 | adviserinfo.sec.gov | |
| Belhealth Investment Partners, LLC | Fort Lauderdale | $156.7 million | 2 | 5 | 2 | (954) 636-3680 | adviserinfo.sec.gov | |
| Route 20 Private Wealth Inc. | Fort Lauderdale | $83.5 million | 180 | 6 | 1 | (954) 712-7490 | route20wealth.com | adviserinfo.sec.gov |
| Financial Planning Services, Inc. | Fort Lauderdale | $20 million | 22 | 2 | Not listed | (954) 526-8339 | adviserinfo.sec.gov | |
| Kraken Adviser LLC | Fort Lauderdale | $377 | 9 | 5 | Not listed | (888) 837-8818 | adviserinfo.sec.gov | |
| Nexus Advisors | Fort Lauderdale | Not listed | Not listed | Not listed | 11 | (860) 770-3604 | adviserinfo.sec.gov | |
| The Legaltech Fund Management Co., L.L.C. | Fort Lauderdale | Not listed | Not listed | Not listed | 6 | (310) 574-2393 | adviserinfo.sec.gov | |
| Golden Spades Advisory LLC | Fort Lauderdale | Not listed | Not listed | Not listed | 1 | (773) 971-2556 | adviserinfo.sec.gov | |
| Zevix Fund America LLC | Fort Lauderdale | Not listed | Not listed | Not listed | 1 | (703) 946-1497 | zevixcapital.com | adviserinfo.sec.gov |
| Integrated Financial Strategies, LLC | Fort Lauderdale | Not listed | 0 | 5 | Not listed | (954) 526-8339 | adviserinfo.sec.gov | |
| The Institute of Financial Wellness, LLC | Fort Lauderdale | Not listed | 0 | 7 | Not listed | (305) 978-8107 | the-ifw.com | adviserinfo.sec.gov |
Advisers in Fort Lauderdale that manage private funds
22 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Weathervane Asset Management LLC | Fort Lauderdale | FL | 65 | Not listed | 65 | Not listed | Not listed | $380.9 million | $384.1 million | adviserinfo.sec.gov |
| Deerpath Capital Management, LP | Fort Lauderdale | FL | 20 | 6 | 14 | Not listed | Not listed | $6.13 billion | $9.03 billion | adviserinfo.sec.gov |
| Las Olas Venture Capital | Fort Lauderdale | FL | 13 | Not listed | Not listed | 13 | Not listed | $293.9 million | $231.2 million | adviserinfo.sec.gov |
| Nexus Advisors | Fort Lauderdale | FL | 11 | Not listed | Not listed | Not listed | Not listed | $40 million | Not listed | adviserinfo.sec.gov |
| Bh3 Fund Advisors, LLC | Fort Lauderdale | FL | 8 | Not listed | 8 | Not listed | Not listed | $578.1 million | $578.1 million | adviserinfo.sec.gov |
| Las Olas Capital Advisors, LLC | Fort Lauderdale | FL | 7 | Not listed | Not listed | 1 | 6 | $206.4 million | $267.2 million | adviserinfo.sec.gov |
| GQG Partners | Fort Lauderdale | FL | 6 | 2 | Not listed | Not listed | Not listed | $14.52 billion | $163.86 billion | adviserinfo.sec.gov |
| The Legaltech Fund Management Co., L.L.C. | Fort Lauderdale | FL | 6 | Not listed | Not listed | 6 | Not listed | $153 million | Not listed | adviserinfo.sec.gov |
| Imperial Fund Asset Management LLC | Fort Lauderdale | FL | 4 | Not listed | Not listed | Not listed | Not listed | $4.51 billion | $6.84 billion | adviserinfo.sec.gov |
| HOLDCO Asset Management, LP | Fort Lauderdale | FL | 4 | 4 | Not listed | Not listed | Not listed | $2.76 billion | $2.76 billion | adviserinfo.sec.gov |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | FL | 3 | Not listed | 3 | Not listed | Not listed | $9.4 million | $1.84 billion | adviserinfo.sec.gov |
| Infinitum Asset Management, LLC | Fort Lauderdale | FL | 3 | 3 | Not listed | Not listed | Not listed | $1.14 billion | $1.14 billion | adviserinfo.sec.gov |
| Channing Global Advisors, LLC | Fort Lauderdale | FL | 3 | Not listed | Not listed | Not listed | Not listed | $90.6 million | $1.11 billion | adviserinfo.sec.gov |
| Alterna Equity Partners Management LLC | Fort Lauderdale | FL | 3 | Not listed | 3 | Not listed | Not listed | $228 million | $228 million | adviserinfo.sec.gov |
| Consilium Investment Management LLC | Fort Lauderdale | FL | 2 | Not listed | Not listed | Not listed | Not listed | $421.2 million | $540.6 million | adviserinfo.sec.gov |
| Qso Capital Management LLC | Fort Lauderdale | FL | 2 | 2 | Not listed | Not listed | Not listed | $250 million | $250 million | adviserinfo.sec.gov |
| Belhealth Investment Partners, LLC | Fort Lauderdale | FL | 2 | Not listed | 2 | Not listed | Not listed | $156.7 million | $156.7 million | adviserinfo.sec.gov |
| Occudo Quantitative Strategies LP | Fort Lauderdale | FL | 1 | 1 | Not listed | Not listed | Not listed | $1.13 billion | $2.22 billion | adviserinfo.sec.gov |
| Kazazian Asset Management, LLC | Fort Lauderdale | FL | 1 | 1 | Not listed | Not listed | Not listed | $193.3 million | $193.3 million | adviserinfo.sec.gov |
| Route 20 Private Wealth Inc. | Fort Lauderdale | FL | 1 | Not listed | 1 | Not listed | Not listed | $5.3 million | $83.5 million | adviserinfo.sec.gov |
| Golden Spades Advisory LLC | Fort Lauderdale | FL | 1 | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Zevix Fund America LLC | Fort Lauderdale | FL | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Fort Lauderdale
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Las Olas Venture Capital | Fort Lauderdale | FL | August 5, 2026 | $231.2 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.