Verified · Fort Lauderdale
Trusted Financial Advisors in Fort Lauderdale, FL
Trust matters when you're inviting a pro into your home or business. These financial advisors in Fort Lauderdale have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Fort Lauderdale, FL by verified customer ratings and review volume. The highest-rated is Global Wealth Management with a 4.9-star rating from 125 verified reviews. Also in the top tier: Chris Price Financial Planner and Edward Jones - Financial Advisor: Chris Malkin. The average rating across all listed financial advisors in Fort Lauderdale is 4.8 stars from 23 reviews per business on average.
Financial advisors in Fort Lauderdale typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Global Wealth Management
1301 E Broward Blvd #200, Fort Lauderdale, FL 33301, USA
Chris Price Financial Planner
1000 Corporate Dr Floor 7, Suite CP, Fort Lauderdale, FL 33334, USA
Edward Jones - Financial Advisor: Chris Malkin
2455 E Sunrise Blvd Suite 1105, Fort Lauderdale, FL 33304, USA
Financial Advisors Rankings in Fort Lauderdale, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Global Wealth Management1301 E Broward Blvd #200, Fort Lauderdale, FL 33301, USA | 4.9★ | 125 |
| #2 | Chris Price Financial Planner1000 Corporate Dr Floor 7, Suite CP, Fort Lauderdale, FL 33334, USA | 5.0★ | 38 |
| #3 | Edward Jones - Financial Advisor: Chris Malkin2455 E Sunrise Blvd Suite 1105, Fort Lauderdale, FL 33304, USA | 4.9★ | 32 |
| #4 | Premier Wealth Planning6365 NW 6th Way # 160, Fort Lauderdale, FL 33309, USA | 4.4★ | 17 |
| #5 | Edward Jones - Financial Advisor: Cheryl Balaban, CFP®1700 E Las Olas Blvd #309, Fort Lauderdale, FL 33301, USA | 5.0★ | 3 |
| #6 | Morgan Stanley Financial Advisors350 E Las Olas Blvd Ste 1500, Fort Lauderdale, FL 33301, USA | 4.0★ | 4 |
| #7 | Coastal Wealth1000 Corporate Dr #700, Fort Lauderdale, FL 33334, USA | 3.5★ | 127 |
| #8 | Northwestern Mutual500 E Broward Blvd #2000, Fort Lauderdale, FL 33394, USA | 5.0★ | 8 |
| #9 | Wisdom Financial Services2546 N Federal Hwy, Fort Lauderdale, FL 33305, USA | 5.0★ | 26 |
| #10 | Harris Mandler, CFP , CLU -Equitable Advisors1 Financial Plaza # 1200, Fort Lauderdale, FL 33394, USA | 5.0★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Fort Lauderdale
Premier Wealth Planning
6365 NW 6th Way # 160, Fort Lauderdale, FL 33309, USA
Edward Jones - Financial Advisor: Cheryl Balaban, CFP®
1700 E Las Olas Blvd #309, Fort Lauderdale, FL 33301, USA
Morgan Stanley Financial Advisors
350 E Las Olas Blvd Ste 1500, Fort Lauderdale, FL 33301, USA
Coastal Wealth
1000 Corporate Dr #700, Fort Lauderdale, FL 33334, USA
Northwestern Mutual
500 E Broward Blvd #2000, Fort Lauderdale, FL 33394, USA
Wisdom Financial Services
2546 N Federal Hwy, Fort Lauderdale, FL 33305, USA
Harris Mandler, CFP , CLU -Equitable Advisors
1 Financial Plaza # 1200, Fort Lauderdale, FL 33394, USA
Edward Jones - Financial Advisor: James Senior, CFP®|ChFC®|CEPA®
3471 N Federal Hwy Ste 601, Fort Lauderdale, FL 33306, USA
Creative Financial Network, Inc.
5310 NW 33rd Ave UNIT 206, Fort Lauderdale, FL 33309, USA
Edward Jones - Financial Advisor: William J Holland
1401 E Broward Blvd # 301, Fort Lauderdale, FL 33301, USA
Krause Capital, Inc.
401 E Las Olas Blvd Suite 130-454, Fort Lauderdale, FL 33301, USA
Northstar Financial Planners
1250 S Pine Island Rd #275, Plantation, FL 33324, USA
Davis Wealth Management, Inc.
501 E Las Olas Blvd #300, Fort Lauderdale, FL 33301, USA
Las Olas Capital Advisors
888 E Las Olas Blvd #200, Fort Lauderdale, FL 33301, USA
Janney Montgomery Scott
200 SW 1st Ave Suite 900, Fort Lauderdale, FL 33301, USA
Kevin Lydon - Financial Advisor, Ameriprise Financial Services, LLC
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Get Free Quotes
We'll connect you with the top financial advisors in Fort Lauderdale, FL.
Frequently Asked Questions — Financial Advisors in Fort Lauderdale
What is a fiduciary financial advisor and why does it matter in Fort Lauderdale?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Fort Lauderdale, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Fort Lauderdale?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
More Home Services in Fort Lauderdale
Related Searches
More ways to find financial advisors in Fort Lauderdale
Financial Advisors in nearby cities