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Largest RIA Firms in Fort Lauderdale, Florida by AUM

Explore registered investment advisers headquartered in Fort Lauderdale, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 30 firms with $209.4B in total reported AUM and median AUM of $512.1M.

Firms

30

Matching current profiles

Total AUM

$209.4B

Reported regulatory AUM

Median AUM

$512.1M

Across firms with AUM

Largest firm

$163.9B

Gqg Partners

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM↓1YR AUM↕3YR AUM↕5YR AUM↕Total AUM↕Employee Signal↕Account Signal↕
1. Gqg Partners
CRD 283720 · Limited Liability Company
FORT LAUDERDALE, FL$163.9B
Mar 2026
+$10.9B+7.1%+$72.7B+79.8%+$133.5B+440.4%—+73 employees+47.4% over 3Y+6,345 accounts+6345.0% over 3Y
2. Deerpath Capital Management, LP
CRD 160791 · Limited Partnership
FORT LAUDERDALE, FL$9.0B
Mar 2026
+$982.4M+12.2%+$3.4B+60.4%+$7.1B+367.5%+$8.8B+3151.1%+19 employees+23.5% over 3Y+12 accounts+40.0% over 3Y
3. Community Capital Management, LLC
CRD 109368 · Limited Liability Company
FORT LAUDERDALE, FL$7.0B
Jun 2026
+$739.4M+11.8%+$3.0B+74.8%+$3.7B+112.3%+$5.5B+365.4%+8 employees+25.8% over 3Y+11 accounts+14.1% over 3Y
4. Imperial Fund Asset Management LLC
CRD 317525 · Limited Liability Company
FORT LAUDERDALE, FL$6.8B
Sep 2026
-$686.5M-9.1%+$3.0B+76.7%—+$6.5B+2061.5%+5 employees+71.4% over 3Y+84 accounts+1680.0% over 3Y
5. Sound Income Strategies, LLC
CRD 173272 · Limited Liability Company
FORT LAUDERDALE, FL$4.2B
Jan 2026
+$1.2B+39.3%+$2.3B+122.6%+$2.9B+219.1%—+64 employees+91.4% over 3Y+10,437 accounts+72.9% over 3Y
6. Provenance Wealth Advisors
CRD 126529 · Limited Liability Company
FORT LAUDERDALE, FL$3.6B
Sep 2026
+$103.3M+2.9%+$3.0B+482.0%+$3.1B+560.4%+$3.2B+761.6%-2 employees-3.7% over 3Y+3,712 accounts+3437.0% over 3Y
7. Holdco Asset Management, LP
CRD 167054 · Limited Partnership
FORT LAUDERDALE, FL$2.8B
Mar 2026
+$317.1M+13.0%+$1.1B+65.1%+$1.7B+161.0%+$2.2B+411.3%+2 employees+40.0% over 3Y-2 accounts-33.3% over 3Y
8. Occudo Quantitative Strategies LP
CRD 310070 · Limited Partnership
FORT LAUDERDALE, FL$2.2B
Mar 2026
+$1.5B+211.4%+$1.2B+124.3%—+$1.7B+331.2%0 employees+0.0% over 3Y+3 accounts+150.0% over 3Y
9. Palisades Hudson Asset Management, L.p.
CRD 109134 · Limited Partnership
FORT LAUDERDALE, FL$1.8B
Mar 2026
+$351.6M+23.6%+$341.6M+22.8%+$550.7M+42.7%+$787.0M+74.8%-2 employees-12.5% over 3Y+8 accounts+4.9% over 3Y
10. Infinitum Asset Management, LLC
CRD 333552 · Limited Liability Company
FORT LAUDERDALE, FL$1.1B
Mar 2026
———+$563.8M+98.1%+2 employees+66.7% over Total0 accounts+0.0% over Total
11. Channing Global Advisors, LLC
CRD 290893 · Limited Liability Company
FORT LAUDERDALE, FL$1.1B
Mar 2026
+$557.0M+100.7%+$752.5M+210.2%+$874.3M+370.3%—0 employees+0.0% over 3Y+17 accounts+85.0% over 3Y
12. Global Wealth Management Investment Advisory, INC.
CRD 286005 · Corporation
FORT LAUDERDALE, FL$722.8M
Oct 2026
+$193.7M+36.6%+$391.4M+118.1%+$451.9M+166.8%—+24 employees+133.3% over 3Y+882 accounts+31.4% over 3Y
13. Bh3 Fund Advisors, LLC
CRD 298967 · Limited Liability Company
FORT LAUDERDALE, FL$578.1M
Jul 2026
+$52.0M+9.9%+$572.4M+10013.6%+$572.4M+10013.6%+$572.4M+10013.6%+18 employees+163.6% over 3Y-30 accounts-75.0% over 3Y
14. Fiori Financial Group
CRD 318641 · Limited Liability Company
FORT LAUDERDALE, FL$567.4M
Mar 2026
+$90.7M+19.0%———-2 employees-20.0% over 3Y+15 accounts+2.3% over 1Y
15. Consilium Investment Management LLC
CRD 131934 · Limited Liability Company
FORT LAUDERDALE, FL$540.6M
Jun 2026
+$55.7M+11.5%+$137.8M+34.2%+$56.9M+11.8%+$335.6M+163.7%+8 employees+88.9% over 3Y+3 accounts+150.0% over 3Y
16. Exodus Wealth, LLC
CRD 174328 · Limited Liability Company
FORT LAUDERDALE, FL$483.6M
Jul 2026
+$41.4M+9.4%+$266.4M+122.7%+$306.2M+172.6%+$463.6M+2318.0%+3 employees+6.0% over 3Y+1,725 accounts+129.7% over 3Y
17. Weathervane Asset Management LLC
CRD 312424 · Limited Liability Company
FORT LAUDERDALE, FL$384.1M
Sep 2026
+$123.8M+47.6%+$65.9M+20.7%+$181.8M+89.9%+$181.8M+89.9%+1 employees+33.3% over 3Y+3 accounts+4.5% over 3Y
18. Aragon Capital LLC
CRD 166958 · Limited Liability Company
FORT LAUDERDALE, FL$349.3M
Mar 2026
+$139.4M+66.4%+$185.3M+112.9%—+$208.5M+148.1%0 employees+0.0% over 3Y+451 accounts+59.5% over 3Y
19. Las Olas Capital Wealth LLC
CRD 340641 · Limited Liability Company
FORT LAUDERDALE, FL$269.1M
Aug 2026
————0 employees+0.0% over Total—
20. Las Olas Capital Advisors, LLC
CRD 175077 · Limited Liability Company
FORT LAUDERDALE, FL$267.2M
Aug 2026
-$119.4M-30.9%-$41.9M-13.6%+$40.2M+17.7%—-1 employees-14.3% over 3Y-35 accounts-79.5% over 3Y
21. Bridges Capital LLC
CRD 297718 · Limited Liability Company
FORT LAUDERDALE, FL$251.6M
Jan 2026
+$199.4M+382.1%+$240.7M+2194.1%—+$240.7M+2194.1%0 employees+0.0% over 3Y+93 accounts+273.5% over 3Y
22. Qso Capital Management LLC
CRD 340892 · Limited Liability Company
FORT LAUDERDALE, FL$250.0M
Jul 2026
———$0+0.0%0 employees+0.0% over Total0 accounts+0.0% over Total
23. Las Olas Venture Capital
CRD 304233 · Limited Liability Company
FORT LAUDERDALE, FL$231.2M
Jul 2026
———$0+0.0%0 employees+0.0% over Total0 accounts+0.0% over Total
24. Alterna Equity Partners Management LLC
CRD 313985 · Limited Liability Company
FORT LAUDERDALE, FL$228.0M
Mar 2026
-$46.0M-16.8%+$148.2M+185.6%——+6 employees+300.0% over 3Y0 accounts+0.0% over 3Y
25. Kazazian Asset Management, LLC
CRD 328433 · Limited Liability Company
FORT LAUDERDALE, FL$193.3M
Mar 2026
+$3.6M+1.9%——+$3.6M+1.9%0 employees+0.0% over 1Y-1 accounts-25.0% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.