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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
GQG PartnersFort Lauderdale$163.86 billion6,4452276(754) 218-5500adviserinfo.sec.gov
Deerpath Capital Management, LPFort Lauderdale$9.03 billion4210020(617) 703-0653deerpathcapital.comadviserinfo.sec.gov
Community Capital Management, LLCFort Lauderdale$7.00 billion8939Not listed(877) 272-1977adviserinfo.sec.gov
Imperial Fund Asset Management LLCFort Lauderdale$6.84 billion89124(855) 226-5200adviserinfo.sec.gov
Sound Income Strategies, LLCFort Lauderdale$4.18 billion24,756134Not listed(954) 487-1860thecapitalizedretirement.comadviserinfo.sec.gov
Provenance Wealth AdvisorsFort Lauderdale$3.63 billion3,82052Not listed(954) 712-8888adviserinfo.sec.gov
HOLDCO Asset Management, LPFort Lauderdale$2.76 billion474(954) 433-6862adviserinfo.sec.gov
Occudo Quantitative Strategies LPFort Lauderdale$2.22 billion551(917) 853-3286occudo.comadviserinfo.sec.gov
Palisades Hudson Asset Management, L.P.Fort Lauderdale$1.84 billion171143(954) 524-5552adviserinfo.sec.gov
Infinitum Asset Management, LLCFort Lauderdale$1.14 billion553(561) 302-1101adviserinfo.sec.gov
Channing Global Advisors, LLCFort Lauderdale$1.11 billion3783(305) 517-5107channingglobal.comadviserinfo.sec.gov
Global Wealth Management Investment Advisory, Inc.Fort Lauderdale$722.8 million3,68742Not listed(954) 533-7144askglobalwealth.comadviserinfo.sec.gov
Bh3 Fund Advisors, LLCFort Lauderdale$578.1 million10298(954) 541-7446adviserinfo.sec.gov
Fiori Financial GroupFort Lauderdale$567.4 million6758Not listed(954) 763-2600adviserinfo.sec.gov
Consilium Investment Management LLCFort Lauderdale$540.6 million5172(954) 315-9380adviserinfo.sec.gov
Exodus Wealth, LLCFort Lauderdale$483.6 million3,05553Not listed(925) 791-4444thinkfloresfinancial.comadviserinfo.sec.gov
Weathervane Asset Management LLCFort Lauderdale$384.1 million70465(516) 305-9438adviserinfo.sec.gov
Aragon Capital LLCFort Lauderdale$349.3 million1,20910Not listed(786) 529-6540aragoncapital.comadviserinfo.sec.gov
Las Olas Capital Wealth LLCFort Lauderdale$269.1 million477Not listed(954) 289-4692lasolascap.comadviserinfo.sec.gov
Las Olas Capital Advisors, LLCFort Lauderdale$267.2 million967(954) 289-4692adviserinfo.sec.gov
Bridges Capital LLCFort Lauderdale$251.6 million1271Not listed(954) 271-1075adviserinfo.sec.gov
Qso Capital Management LLCFort Lauderdale$250 million532(732) 332-2494qsocapital.comadviserinfo.sec.gov
Las Olas Venture CapitalFort Lauderdale$231.2 million13613(954) 667-7159adviserinfo.sec.gov
Alterna Equity Partners Management LLCFort Lauderdale$228 million383(954) 703-2020alternaequitypartners.comadviserinfo.sec.gov
Kazazian Asset Management, LLCFort Lauderdale$193.3 million321(917) 365-6509kazaziancapital.comadviserinfo.sec.gov
Horowitz & Company, Inc.Fort Lauderdale$180.7 million4292Not listed(954) 349-0800adviserinfo.sec.gov
Belhealth Investment Partners, LLCFort Lauderdale$156.7 million252(954) 636-3680adviserinfo.sec.gov
Route 20 Private Wealth Inc.Fort Lauderdale$83.5 million18061(954) 712-7490route20wealth.comadviserinfo.sec.gov
Financial Planning Services, Inc.Fort Lauderdale$20 million222Not listed(954) 526-8339adviserinfo.sec.gov
Kraken Adviser LLCFort Lauderdale$37795Not listed(888) 837-8818adviserinfo.sec.gov
Nexus AdvisorsFort LauderdaleNot listedNot listedNot listed11(860) 770-3604adviserinfo.sec.gov
The Legaltech Fund Management Co., L.L.C.Fort LauderdaleNot listedNot listedNot listed6(310) 574-2393adviserinfo.sec.gov
Golden Spades Advisory LLCFort LauderdaleNot listedNot listedNot listed1(773) 971-2556adviserinfo.sec.gov
Zevix Fund America LLCFort LauderdaleNot listedNot listedNot listed1(703) 946-1497zevixcapital.comadviserinfo.sec.gov
Integrated Financial Strategies, LLCFort LauderdaleNot listed05Not listed(954) 526-8339adviserinfo.sec.gov
The Institute of Financial Wellness, LLCFort LauderdaleNot listed07Not listed(305) 978-8107the-ifw.comadviserinfo.sec.gov

Advisers in Fort Lauderdale that manage private funds

22 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Weathervane Asset Management LLCFort LauderdaleFL65Not listed65Not listedNot listed$380.9 million$384.1 millionadviserinfo.sec.gov
Deerpath Capital Management, LPFort LauderdaleFL20614Not listedNot listed$6.13 billion$9.03 billionadviserinfo.sec.gov
Las Olas Venture CapitalFort LauderdaleFL13Not listedNot listed13Not listed$293.9 million$231.2 millionadviserinfo.sec.gov
Nexus AdvisorsFort LauderdaleFL11Not listedNot listedNot listedNot listed$40 millionNot listedadviserinfo.sec.gov
Bh3 Fund Advisors, LLCFort LauderdaleFL8Not listed8Not listedNot listed$578.1 million$578.1 millionadviserinfo.sec.gov
Las Olas Capital Advisors, LLCFort LauderdaleFL7Not listedNot listed16$206.4 million$267.2 millionadviserinfo.sec.gov
GQG PartnersFort LauderdaleFL62Not listedNot listedNot listed$14.52 billion$163.86 billionadviserinfo.sec.gov
The Legaltech Fund Management Co., L.L.C.Fort LauderdaleFL6Not listedNot listed6Not listed$153 millionNot listedadviserinfo.sec.gov
Imperial Fund Asset Management LLCFort LauderdaleFL4Not listedNot listedNot listedNot listed$4.51 billion$6.84 billionadviserinfo.sec.gov
HOLDCO Asset Management, LPFort LauderdaleFL44Not listedNot listedNot listed$2.76 billion$2.76 billionadviserinfo.sec.gov
Palisades Hudson Asset Management, L.P.Fort LauderdaleFL3Not listed3Not listedNot listed$9.4 million$1.84 billionadviserinfo.sec.gov
Infinitum Asset Management, LLCFort LauderdaleFL33Not listedNot listedNot listed$1.14 billion$1.14 billionadviserinfo.sec.gov
Channing Global Advisors, LLCFort LauderdaleFL3Not listedNot listedNot listedNot listed$90.6 million$1.11 billionadviserinfo.sec.gov
Alterna Equity Partners Management LLCFort LauderdaleFL3Not listed3Not listedNot listed$228 million$228 millionadviserinfo.sec.gov
Consilium Investment Management LLCFort LauderdaleFL2Not listedNot listedNot listedNot listed$421.2 million$540.6 millionadviserinfo.sec.gov
Qso Capital Management LLCFort LauderdaleFL22Not listedNot listedNot listed$250 million$250 millionadviserinfo.sec.gov
Belhealth Investment Partners, LLCFort LauderdaleFL2Not listed2Not listedNot listed$156.7 million$156.7 millionadviserinfo.sec.gov
Occudo Quantitative Strategies LPFort LauderdaleFL11Not listedNot listedNot listed$1.13 billion$2.22 billionadviserinfo.sec.gov
Kazazian Asset Management, LLCFort LauderdaleFL11Not listedNot listedNot listed$193.3 million$193.3 millionadviserinfo.sec.gov
Route 20 Private Wealth Inc.Fort LauderdaleFL1Not listed1Not listedNot listed$5.3 million$83.5 millionadviserinfo.sec.gov
Golden Spades Advisory LLCFort LauderdaleFL11Not listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov
Zevix Fund America LLCFort LauderdaleFL1Not listedNot listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov

Newest SEC registrations in Fort Lauderdale

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Las Olas Venture CapitalFort LauderdaleFLAugust 5, 2026$231.2 millionadviserinfo.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.