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Financial advisory firms
in Fort Lauderdale, FL.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

58 financial advisors31 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

31 advisory firmsCompare public facts. Verify experience directly.
58 financial advisors31 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALTERNA EQUITY PARTNERS MANAGEMENT LLCCRD 313985

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARAGON CAPITAL LLCCRD 166958

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BELHEALTH INVESTMENT PARTNERS, LLCCRD 162674

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BH3 FUND ADVISORS, LLCCRD 298967

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BRIDGES CAPITAL LLCCRD 297718

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Investment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CHANNING GLOBAL ADVISORS, LLCCRD 290893

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesOther investment advisersPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COMMUNITY CAPITAL MANAGEMENT, LLCCRD 109368

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CONSILIUM INVESTMENT MANAGEMENT LLCCRD 131934

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Investment companiesPension and profit sharing plansPooled investment vehicles (other than ICs)Other: SUB-ADVISORY
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DEERPATH CAPITAL MANAGEMENT, LPCRD 160791

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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EXODUS WEALTH, LLCCRD 174328

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINANCIAL PLANNING SERVICES, INC.CRD 311146

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FIORI FINANCIAL GROUPCRD 318641

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.CRD 286005

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GQG PARTNERSCRD 283720

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesIndividuals (other than HNW)Investment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HOLDCO ASSET MANAGEMENT, LPCRD 167054

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HOROWITZ & COMPANY, INC.CRD 106737

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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IMPERIAL FUND ASSET MANAGEMENT LLCCRD 317525

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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INFINITUM ASSET MANAGEMENT, LLCCRD 333552

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INTEGRATED FINANCIAL STRATEGIES, LLCCRD 165007

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KAZAZIAN ASSET MANAGEMENT, LLCCRD 328433

Advisory firm

Filed advisory firm office: Fort Lauderdale, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
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