Fee-only adviser · Fort Lauderdale, FL
GQG Partners
GQG Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fort Lauderdale, Florida. On its latest Form ADV, filed March 30, 2026, it reports $163.9B in regulatory assets under management, 6,332 individual clients and 22 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 283720 · SEC file 801-107734 |
| Office | 350 East Las Olas Boulevard 18th Floor Fort Lauderdale, FL 33301 |
| Phone | (754) 218-5500 |
| Website | gqgpartners.com |
| Regulatory assets under management | $163.9B ($159.6B discretionary) |
| Individual clients | 6,332 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 227 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Lauderdale
- Palisades Hudson Asset Management, L.P. $1.8B
- Wiggin Financial Services $9.5M
- Dumont Wealth $14M
- Financial Planning Services, Inc. $20M
- Wolfson Private Wealth, LLC $2.7M
- Roschman Capital Advisors, LLC $1.4M
See all 17 fee-only advisers in Fort Lauderdale →
Nearby
- Hollywood 3 firms
- Pompano Beach 2 firms
- Plantation 8 firms
- Hallandale Beach 3 firms
- Cooper City 1 firm
- Lighthouse Point 1 firm
- Aventura 13 firms
- Sunrise 1 firm
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