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Find Top Financial Advisors in Hollywood, Florida
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Hollywood, Florida, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Hollywood, Florida
Hollywood has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Hollywood, Florida have an average of 21 years of experience.
NOTE: The list of vetted financial advisors in Hollywood, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Hollywood, Florida.
Qualified Financial Advisors in Hollywood, Florida
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Edelman Financial Engines, LLC1200 South Pine Island RoadPlantation, FL 33324 355 Alhambra CircleCoral Gables, FL 33134 7900 Glades RoadBoca Raton, FL 33434 | N/A | $314,000,000,000 | Not Specified | Fee-Only |
| 23 Years | $25,000,000 | $63,000 | Fee-Based | |
Carlos Enrique RodriguezFrontline Wealth ManagementBased out of Miami, Florida and servicing nationwide.Miami, FL 33176 | 15 Years | $100,000,000 | $250,000 | Fee-Based |
James BarrManaging Director, CRPC®Reserve Wealth Management, LLC5301 Fountains Drive SouthLake Worth, FL 33467 | 25 Years | Not Specified | $0 | Fee-Based |
| N/A | Not Specified | Not Specified | Fee-Only |
Financial Advisor
Edelman Financial Engines, LLC
1200 South Pine Island RoadPlantation, FL 33324
355 Alhambra CircleCoral Gables, FL 33134
7900 Glades RoadBoca Raton, FL 33434
ExperienceN/A
AUM$314,000,000,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Experience23 Years
AUM$25,000,000
Minimum Assets$63,000
Fee StructureFee-Based
Financial Advisor
Carlos Enrique RodriguezFrontline Wealth ManagementBased out of Miami, Florida and servicing nationwide.Miami, FL 33176
Experience15 Years
AUM$100,000,000
Minimum Assets$250,000
Fee StructureFee-Based
Financial Advisor
James BarrManaging Director, CRPC®Reserve Wealth Management, LLC5301 Fountains Drive SouthLake Worth, FL 33467
Experience25 Years
AUMNot Specified
Minimum Assets$0
Fee StructureFee-Based
Financial Advisor
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Hollywood, Florida
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
VETTED
Todd AbramsCLTC®, CRPS®
Prudential AdvisorsAbout Todd Abrams
I specialize in comprehensive financial planning services for a fee. I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.
The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them pursue their goals. Speciaties include: Retirement Planning and Investment Mangement *
The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them pursue their goals. Speciaties include: Retirement Planning and Investment Mangement *
About Prudential Advisors
Our purpose drives everything we do, helping generations of people achieve lasting financial stability with the guidance and support they need to reach their financial goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
7000 W Palmetto Park Rd,Ste 210,Boca Raton,FL 33433
Phone Number
561-206-5375
VETTED
Carlos Enrique Rodriguez
Frontline Wealth ManagementAbout Carlos Enrique Rodriguez
Carlos Enrique Rodriguez is the owner of Frontline Wealth Management, an independent, fee-based firm based in Miami, FL, dedicated to the financial needs of frontline workers and first responders. Honorably retired from the Miami-Dade Police Department after 25 years of service, Carlos brings more than 15 years of financial services experience to his clients. He specializes in helping clients secure their retirement through education, investment management, wealth planning, and preserving family wealth. While based in Miami, he assists clients throughout the United States. Carlos is frequently called upon as a resource and speaker for law enforcement agencies and other organizations that serve our community.
About Frontline Wealth Management
Frontline Wealth Management is an independent, fee-based financial planning firm based in Miami, FL, dedicated to addressing the financial needs of frontline workers and first responders. Founded by Carlos Enrique Rodriguez, who honorably retired from the Miami-Dade Police Department after 25 years of service, the firm understands the unique pensions, benefits, and challenges that first responders and their families face. We believe detailed, thoughtful planning can help you create a retirement you enjoy. Our process begins by learning what truly matters to you; once your goals are established, we develop a personalized financial plan designed around your needs, wants, and lifestyle, and continue to provide guidance across all aspects of your financial picture. Services include retirement planning, wealth management, insurance planning, estate planning, charitable giving, workplace retirement plan guidance, and financial planning for business owners. While based in Miami, we assist clients throughout the United States.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Based on Assets
Office Location
Based out of Miami, Florida and servicing nationwide.,Miami,FL 33176
Phone Number
786-901-7109
VETTED
James BarrManaging Director, CRPC®
Reserve Wealth Management, LLCAbout James Barr
James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor®. Among his accomplishments, James is a past Advisory Board Member of Florida Atlantic University, former Adjunct Professor of Management at Broward College, former President, CFO and Executive of several large national companies. James has performed volunteer work for Family Promise, a homeless charity, United Way, and Jewish Family Services. James formerly sat on the Board of Directors of SouthTech Academy, a charter high school. Jim earned financial planning certificates from the College for Financial Planning, Kaplan University, along with a BS in Accounting from Fairleigh Dickinson University and graduate work in Finance and Investments at Baruch Graduate School. James specializes in retirement planning, wealth management, estate planning, tax reduction strategies and asset protection. James is registered to do business in Florida, New York and California.
About Reserve Wealth Management, LLC
Reserve Wealth Management, LLC was founded with the goal of assisting its clients in every aspect of their financial lives. We provide a holistic personalized approach to your financial well-being. Reserve Wealth Management provides clarity, compassion and a truly different approach. We strive to WOW each of our clients, helping them pursue financial stability and independence before and during Retirement, as well as having a lasting Legacy.
About LPL Financial - America's Largest Independent Broker-Dealer
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit . Data as of April 30, 2026.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
5301 Fountains Drive South,Lake Worth,FL 33467
Phone Number
561-544-7412
VETTED
Facet
About Facet
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Flat Fee
Office Location
2054 Vista Parkway,Suite 400,West Palm Beach,FL 33411
Phone Number
443-376-6222
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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Firm Name
CITADEL ADVISORS LLCMiami, FL
No. of Advisors2932
AUM$397,045,307,119
No. of Clients26
Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
Firm Name
GQG PARTNERSFort Lauderdale, FL
No. of Advisors189
AUM$120,567,542,959
No. of Clients727
Fee StructureA percentage of AUM, Performance Based
Firm Name
CORIENTMiami, FL
No. of Advisors845
AUM$118,191,936,095
No. of Clients97020
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
Firm Name
ELLIOTT INVESTMENT MANAGEMENT L.P.West Palm Beach, FL
No. of Advisors578
AUM$97,371,716,804
No. of Clients38
Fee StructureA percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
Firm Name
DOUBLELINE CAPITAL LPTampa, FL
No. of Advisors264
AUM$92,968,371,160
No. of Clients146
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
SANDERS CAPITAL, LLCWest Palm Beach, FL
No. of Advisors25
AUM$82,252,391,000
No. of Clients102
Fee StructureA percentage of AUM, Performance Based
Firm Name
LIGHTHOUSE INVESTMENT PARTNERS, LLCPalm Beach Gardens, FL
No. of Advisors413
AUM$74,147,147,934
No. of Clients137
Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
Firm Name
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.Miami Beach, FL
No. of Advisors506
AUM$68,062,428,598
No. of Clients189
Fee StructurePerformance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
Firm Name
EAGLE ASSET MANAGEMENT INCSt. Petersburg, FL
No. of Advisors73
AUM$58,477,764,071
No. of Clients66691
Fee StructureA percentage of AUM, Performance Based
Firm Name
H.I.G. CAPITAL, LLCMiami, FL
No. of Advisors1020
AUM$57,351,804,696
No. of Clients162
Fee StructureA percentage of AUM, Performance Based
Firm Name
I SQUARED CAPITAL ADVISORS (US) LLCMiami, FL
No. of Advisors207
AUM$47,872,431,820
No. of Clients64
Fee StructureA percentage of AUM, Performance Based
Firm Name
POLEN CAPITAL MANAGEMENT, LLCBoca Raton, FL
No. of Advisors173
AUM$43,238,955,480
No. of Clients3397
Fee StructureA percentage of AUM, Performance Based
Firm Name
III CAPITAL MANAGEMENTBoca Raton, FL
No. of Advisors8
AUM$39,514,428,923
No. of Clients30
Fee StructureA percentage of AUM, Performance Based
Firm Name
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCBoca Raton, FL
No. of Advisors254
AUM$39,057,739,523
No. of Clients50
Fee StructureA percentage of AUM, Performance Based
Firm Name
BAYVIEW ASSET MANAGEMENT, LLCCoral Gables, FL
No. of Advisors373
AUM$38,629,858,981
No. of Clients51
Fee StructureA percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)
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