Areas served: Fort Lauderdale, FL and surrounding Broward County
Fort Lauderdale's financial advisory landscape serves a diverse client base ranging from retirees in beachfront communities to business owners in the city's growing technology and marine sectors. The area's proximity to major wealth management hubs and significant population of high-net-worth individuals has attracted both independent registered investment advisors and boutique wealth management firms. This directory provides detailed comparisons of local financial advisors based on fiduciary commitment, fee transparency, credentials, client minimums, and areas of specialization.
Feller Financial Services is an independent financial advisory firm based in Boca Raton serving individuals and families throughout South Florida. They offer comprehensive financial planning, investment management, retirement planning, and wealth management strategies tailored to each client's goals. With a commitment to personalized service and fiduciary standards, they help clients build and preserve wealth through strategic financial guidance.
Manna Wealth Management is a fiduciary financial advisory firm serving Miami Beach and South Florida with comprehensive wealth management services including retirement planning, investment management, estate planning, tax planning, and family office services. Led by experienced advisors who specialize in Social Security optimization and work with clients across various life stages—from business owners to women in transition—the firm is known for customized, personalized financial strategies rather than one-size-fits-all approaches. They offer free initial consultations and take time to understand each client's goals, risk tolerance, and long-term aspirations.
Coral Wealth Management is an independent financial advisory firm based in Miami serving individuals and families throughout South Florida. They provide comprehensive wealth management services including investment management, retirement planning, financial planning, and personalized portfolio strategy. The firm is dedicated to helping clients build and preserve wealth through customized financial solutions tailored to their unique goals and circumstances.
Florida Financial Advisors is an independent financial planning firm serving the Miami Lakes area and greater South Florida. They provide comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies tailored to individual clients' goals. With a focus on personalized service and fiduciary standards, they help clients build and preserve wealth through strategic financial guidance.
Advise Financial is a fee-only financial planning firm in Boca Raton led by Alonso, a CERTIFIED FINANCIAL PLANNER® with 27+ years of experience and recognition as a Top 100 Financial Advisor by Investopedia. They specialize in hourly financial planning consultations, investment management, retirement planning, tax optimization (including ROTH conversions and RMD strategies), and wealth management enhanced by AI tools—all structured around fiduciary principles with no commission-based products. They serve pre-retirees, retirees, DIY investors, small business owners, and mid-career professionals through personalized guidance and ongoing portfolio reviews.
Global Wealth Management, founded in 2009 by Grant Conness and Andrew Costa, provides comprehensive financial planning and investment advisory services to individuals, families, and business owners throughout South Florida. They specialize in retirement planning, investment management, and risk reduction through their signature Retirement Roadmap Review process, which offers clients a complimentary initial consultation to clarify their financial position and goals. The firm is known for simplifying complex financial strategies and helping clients build confidence in their long-term financial future.
Chris Price Financial Planner is a Fort Lauderdale-based financial advisory firm specializing in comprehensive wealth planning for business owners and high-net-worth individuals. Led by Christopher Price, the team offers multi-generational planning, portfolio analysis and review, retirement strategy, Social Security optimization, and estate and business planning through an educational, collaborative approach. They provide flexible service models including fee-based planning and advisory services for specific assets, with a focus on simplifying complex financial concepts and helping clients understand their current position and future goals.
Prosperitus Wealth Advisors is a boutique fiduciary firm in Coral Springs specializing in comprehensive wealth management for high-net-worth individuals and families. Led by CFP® and CFA® credentialed advisors, they offer personal CFO-style coordination including advanced tax strategy, equity compensation planning, business exits, estate planning, insurance, and legacy design. Through collaboration with Prosperitus Wealth Accounting (an independent CPA firm), they deliver fully integrated wealth management and tax planning under one roof, simplifying complexity and helping clients focus on family, career, mission, and legacy.
DurhamLoyal Wealth Management is an independent retirement services firm specializing in comprehensive retirement income planning for individuals across Florida. Led by experienced advisors including Richard Price, Pat, David, and Gary, they take a holistic approach to retirement strategy—covering retirement income planning, guaranteed income strategies, wealth preservation, tax efficiency, legacy planning, Social Security optimization, healthcare options, and international wealth preservation. Operating under a fiduciary best-interest standard, they serve clients from their Pembroke Pines headquarters as well as offices in Naples and Wellington, offering personalized no-cost retirement roadmaps and educational seminars to help clients make informed financial decisions.
Wisdom Financial Services is a Fort Lauderdale-based financial advisory firm specializing in retirement planning and comprehensive financial strategy design. Led by Rocco, the team helps clients simplify complex financial decisions through clear, straightforward planning tailored to individual goals and circumstances. They offer retirement planning services, financial coaching through their "Being Financially Peaceful" program, and ongoing portfolio monitoring to help clients achieve long-term financial peace of mind.
Krause Capital, Inc. is a nationally recognized financial planning and investment management firm serving individuals and institutions throughout South Florida. The team provides comprehensive wealth management services including personalized financial planning, investment advisory with custom strategies tailored to risk tolerance, insurance and estate planning coordination, and workplace financial wellness programs. They also serve institutional clients including endowments, foundations, public pensions, and nonprofit organizations with fiduciary services and specialized investment management.
Chris Malkin is a Financial Advisor with Edward Jones in Fort Lauderdale, specializing in retirement savings strategies, wealth management, estate and legacy planning, divorce finances, and special needs financial considerations. He works with clients to develop comprehensive financial strategies tailored to their individual goals and life circumstances, offering personalized guidance on investment management and major financial decisions.
Weingard Wealth Management is a financial advisory firm affiliated with Raymond James, serving clients throughout South Florida. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategies tailored to individual client goals. With a focus on long-term wealth building and financial security, they work with clients to develop and implement customized financial plans.
Harris Mandler is a CFP and CLU financial advisor with Equitable Advisors, based in Fort Lauderdale. He specializes in comprehensive financial planning, retirement strategies, investment management, and insurance solutions for individuals and families. With designations as a Certified Financial Planner and Chartered Life Underwriter, Harris brings deep expertise in building and protecting wealth across all life stages.
Northwestern Mutual is a financial services firm in Fort Lauderdale specializing in comprehensive financial planning, life insurance, and investment management. Their team works with individuals and families to build personalized financial strategies that align with long-term goals, offering solutions across insurance, retirement planning, and wealth management. They focus on understanding each client's unique situation to create tailored plans rather than one-size-fits-all approaches.
Northstar Financial Planners is a fee-only fiduciary financial advisory firm serving the Fort Lauderdale area since 2000. They specialize in comprehensive financial planning for individuals, couples, pre-retirees, and families, with particular expertise in retirement planning, investment management, Social Security optimization, and Florida Retirement System benefits for special risk employees. Their personalized approach includes in-depth financial assessments and customized roadmaps to help clients achieve their long-term goals with confidence.
RBC Wealth Management's Fort Lauderdale branch provides comprehensive wealth management, investment management, and financial advisory services to high-net-worth individuals and families. The team delivers personalized financial planning, portfolio management, retirement strategies, and estate planning to help clients build and preserve wealth. As part of Royal Bank of Canada's global wealth management platform, they combine institutional expertise with local, relationship-driven service.
Oppenheimer & Co. Inc. is a full-service investment firm offering comprehensive financial advisory services including portfolio management, retirement planning, and investment strategies. With a presence in Fort Lauderdale, they serve individual and institutional clients seeking personalized wealth management solutions backed by a nationally recognized financial services firm.
Brickstone Advisors is an independent financial advisory firm based in Fort Lauderdale serving individuals and families throughout South Florida. They provide comprehensive financial planning, investment management, and wealth advisory services tailored to their clients' goals. The firm specializes in helping clients build and preserve wealth through personalized strategies and ongoing portfolio management.
Tobias Financial Advisors is an independent financial advisory firm serving the Plantation area and South Florida. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. With a focus on personalized guidance, they work with individuals to develop strategies aligned with their long-term financial goals.
The Institute of Financial Wellness is an independent financial advisory firm based in Fort Lauderdale dedicated to comprehensive financial planning and wealth management. They help clients develop personalized strategies for retirement, investments, and long-term financial goals through expert guidance and education. Their client-focused approach emphasizes building sustainable financial wellness rather than transactional advice.
Morgan Stanley Financial Advisors in Plantation offers comprehensive wealth management, investment advisory, and financial planning services to help clients build and protect their assets. Their team of certified financial advisors works with individuals and families to develop personalized strategies tailored to retirement, education funding, estate planning, and long-term financial goals. As part of Morgan Stanley, a global financial services firm, they combine institutional resources with local expertise to serve the South Florida community.
Janney Montgomery Scott is a full-service financial advisory firm serving Fort Lauderdale and South Florida. They provide comprehensive wealth management, investment management, retirement planning, and financial consulting services to individuals and businesses. With deep roots in the financial services industry, Janney Montgomery Scott combines personalized service with institutional expertise to help clients build and preserve wealth.
Edward Jones financial advisor James Senior, CFP®, ChFC®, and CEPA® certified, provides personalized financial planning and investment management services to individuals and families in the Fort Lauderdale area. With advanced credentials in financial planning and estate planning, James Senior helps clients build wealth, plan for retirement, and manage their investments through a client-focused approach.
Davis Wealth Management, Inc. is a financial advisory firm located in Fort Lauderdale specializing in personalized wealth management and financial planning services. The firm helps clients build and preserve wealth through comprehensive investment strategies and retirement planning tailored to individual goals and circumstances.
Utopia Wealth Management, LLC is a financial advisory firm based in Coconut Creek serving the South Florida area. They provide comprehensive wealth management and financial consulting services to help clients build and protect their financial futures. The firm takes a personalized approach to understanding each client's unique financial goals and circumstances.
Private Wealth Management of Coral Gables is an independent financial advisory firm serving high-net-worth clients and families in South Florida. Located on Coral Gables' prestigious Miracle Mile, they provide comprehensive wealth management, investment advisory, and financial planning services tailored to affluent individuals seeking personalized portfolio management and strategic financial guidance.
Feller Financial Services is the top-ranked financial advisor in Fort Lauderdale with a Lantern Score of 84.94/100 and 5-star rating from 132 reviews. They specialize in comprehensive financial planning and wealth management for high-net-worth individuals, families approaching retirement, and business owners throughout South Florida.
Several top-ranked firms serve business owners well: Chris Price Financial Planner (Lantern Score 82.85/100) specializes in wealth planning and multi-generational wealth strategies for business owners, while Prosperitus Wealth Advisors (82.25/100) focuses on business owners planning exits or succession, and Florida Financial Advisors (83.91/100) offers comprehensive wealth strategies for business owners.
Multiple highly-ranked firms specialize in retirement planning: DurhamLoyal Wealth Management (Lantern Score 82.15/100) focuses specifically on comprehensive retirement income planning, Wisdom Financial Services (81.67/100) simplifies retirement strategy design, and MANNA WEALTH MANAGEMENT (84.30/100) serves both retirees and pre-retirees with estate planning expertise. All three maintain 5-star ratings.
Yes, Advise Financial (Lantern Score 83.60/100) is a fee-only financial planning firm in Boca Raton led by a CERTIFIED FINANCIAL PLANNER® with 27+ years of experience, offering hourly CFP® advice without ongoing management fees. Northstar Financial Planners (71.32/100) is also a fee-only fiduciary firm serving the Fort Lauderdale area since 2000.
Coral Wealth Management (Lantern Score 83.97/100) with 5-star rating from 63 reviews specializes in wealth preservation for high-net-worth individuals and executives with concentrated stock positions. Additionally, Global Wealth Management (83.33/100) and Prosperitus Wealth Advisors (82.25/100) both focus on comprehensive planning for high-net-worth clients seeking to reduce financial risk and manage long-term security.
Advise Financial (Lantern Score 83.60/100) specifically serves DIY investors seeking second opinions, offering hourly CFP® advice from a CERTIFIED FINANCIAL PLANNER® with 27+ years of experience. This fee-only model allows you to get professional guidance without committing to ongoing management fees.