7 advisors with offices in Fort Lauderdale. Credentials, fee structures, and minimums are disclosed on each listing.
Fort Lauderdale, Florida
Independent RIA
Beacon Pointe Advisors is an independent ria firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsFort Lauderdale, Florida
Berkshire Financial Services LLC is an investment advisory firm in Fort Lauderdale, Florida. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 1 Google review.
View detailsFort Lauderdale, Florida
Brickstone Advisors is an investment advisory firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.
View detailsFort Lauderdale, Florida
Equitable Advisors, led by CFP and CLU professional Alexis S Resnick, provides investment management, retirement planning, and estate planning services to clients in Fort Lauderdale. The firm takes an ongoing advisory approach, adjusting strategy and portfolio recommendations as clients' life circumstances and financial goals evolve. Services include asset management accounts, estate strategy development addressing tax efficiency and asset protection, and retirement income planning across qualified plans, Social Security, and personal investments.
View detailsFort Lauderdale, Florida
Leeward Financial Group is an investment advisory firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsFort Lauderdale, Florida
Wirehouse
Merrill Lynch Wealth Management is a wirehouse firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2-star rating from 3 Google reviews.
View detailsFort Lauderdale, Florida
Ocean Wealth, based in Fort Lauderdale, is a financial advisory practice led by Suzannah Richards that offers financial planning with a focus on retirement planning and investment management. The firm operates with a client-centered approach emphasizing transparency and individualized strategy development. Richards, a Pompano Beach resident, is supported by a team that handles client service operations, policy administration, and appointment coordination.
View detailsAdvisors serving Fort Lauderdale specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.