Retirement Plan Advisors in Fort Lauderdale, FL
The top-ranked retirement plan advisors serving Fort Lauderdale, FL are Fiori Financial Group, Horowitz & Company, Inc. and Palisades Hudson Asset Management, L.P.. We list 62 retirement plan advisors serving Fort Lauderdale, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Fort Lauderdale, FL (Broward County). 62 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Fort Lauderdale
- FFG PARTNERS, LLCBased in Fort Lauderdale, FL
#2Horowitz & Company, Inc.
HOROWITZ & COMPANY, INC.Based in Fort Lauderdale, FL#3Palisades Hudson Asset Management, L.P.
PALISADES HUDSON ASSET MANAGEMENT, L.P.Based in Fort Lauderdale, FL#4Provenance Wealth Advisors
PROVENANCE WEALTH ADVISORS, LLCBased in Fort Lauderdale, FL#5Coral Wealth Management, LLC
CORAL WEALTH MANAGEMENT, LLCServes this area from Aventura, FL (12 mi)#6Fr Financial Advisors LLC
FR FINANCIAL ADVISORS LLCServes this area from Coral Springs, FL (13 mi)#7Singer Wealth Advisors LLC
SINGER WEALTH ADVISORS LLCServes this area from Boca Raton, FL (14 mi)#8Palm Wealth Partners
INVESTMENT ADVISORY SERVICES GROUP LLCServes this area from FL#9Sky Alpha Asset Advisors
SKY ALPHA ASSET ADVISORS LLCServes this area from FL#10One Wealth Investors
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLCServes this area from Boca Raton, FL (15 mi)
20 more providers serving this area
- Imz Advisory Inc., Boca Raton, FL (15 mi)
- Cmc Advisors, Inc., Boca Raton, FL (15 mi)
- Reshape Wealth, Boca Raton, FL (16 mi)
- Rwa Advisors, Boca Raton, FL (16 mi)
- Common Cents Wealth Management, LLC, Pembroke Pines, FL (16 mi)
- Noesis Capital Management Corp, Boca Raton, FL (16 mi)
- Greenline Wealth Management, Boca Raton, FL (16 mi)
- Proathlete Wealth Management LLC, Boca Raton, FL (18 mi)
- Financial Trust Asset Management Chartered, FL
- Slavic Mutual Funds Management Corp., Boca Raton, FL (18 mi)
- Cs Advisors Inc., Boca Raton, FL (20 mi)
- Sulzberger Capital Advisors, Inc., Miami, FL (23 mi)
- 1977 Wealth, LLC, Miami, FL (24 mi)
- Galapagos Advisory LLC, Miami, FL (26 mi)
- Barnett Capital Advisors LLC, Miami, FL (26 mi)
- Materetsky Financial Group, Boynton Beach, FL (26 mi)
- Corient, Miami, FL (26 mi)
- Rm Private Wealth Management, Miami, FL (26 mi)
- Ucap Americas, Miami, FL (26 mi)
- Sanctuary Advisors, LLC, Miami, FL (27 mi)
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Frequently asked questions
How many retirement plan advisors serve Fort Lauderdale?
We list 62 retirement plan advisors serving Fort Lauderdale, FL: 4 based there and 58 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Fort Lauderdale?
The top-ranked retirement plan advisors serving Fort Lauderdale, FL are Fiori Financial Group, Horowitz & Company, Inc., Palisades Hudson Asset Management, L.P., Provenance Wealth Advisors and Coral Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fort Lauderdale are verified against official records?
10 of the top 10 match an active official record: Fiori Financial Group (U.S. Securities and Exchange Commission), Horowitz & Company, Inc. (U.S. Securities and Exchange Commission), Palisades Hudson Asset Management, L.P. (U.S. Securities and Exchange Commission), Provenance Wealth Advisors (U.S. Securities and Exchange Commission) and Coral Wealth Management, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .