Company lists · Data refreshed September 2026
Top 23 Asset management consultancies based in Fort Lauderdale, United States
RevenueBase identified 57 asset management consultancies headquartered in Fort Lauderdale, United States as of September 2026 and tracks 620 professional contacts across them, including 240 with verified work emails. New York is the largest hub.
This list covers asset management consultancies headquartered in Fort Lauderdale, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 23 largest asset management consultancies based in Fort Lauderdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 263 contacts → | ||||
Indirect evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 50 contacts → | ||||
Indirect evidence “Does Your Big-Name Investment Firm Know Yours?” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 48 contacts → | ||||
Indirect evidence “The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect evidence “Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Partial evidence “Las Olas Capital Advisors was founded to deliver wealth management and merchant banking services to our valued clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Partial evidence “Aragon Capital, LLC is an Independent Registered Advisory (RIA) located in the South Florida area providing comprehensive wealth management.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Indirect evidence “FFG, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “Krause Capital Investments is a full service, wealth management and employee benefits planning firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “At Financial Strategies Group, we focus on developing partnerships with our clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Achieving success in your career is hard.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “I created a boutique firm to work with people who value service and want to work within a one-on-one relationship.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “At Platinum Peak Advisors, we believe that successfully reaching financial independence requires thoughtful assistance and a professional plan that addresses not only the…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Welcome to The Saffer Financial Group, a trusted financial advisory firm dedicated to providing comprehensive and personalized solutions since our founding in 1991.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Capital Max: is an investment, advisory, and fund placement firm, with a focus on alternative investments.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “KM Wealth Management is committed to helping people pursue their financial goals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “BBI is a registered investment advisory firm based in Ft.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Since, 1996, Eric Starke, President/Founder of Starke Financial Services has given consulting advice to individuals, families, and business owners related to financial planning.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Lead Star Financial Inc.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Financial advisors with intellect, heart and soul.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consultancies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management consultancies.
- Partial evidence
- Its own public description names part of asset management consultancies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consultancies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 23 of 57 asset management consultancies based in Fort Lauderdale, United States
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Asset management consultancies based in Fort Lauderdale, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Fort Lauderdale, so it is reported there. Company counts and contact totals on this page are exact for Fort Lauderdale, over 57 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consultancies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Fort Lauderdale, United States whose own description of what they do matches “asset management consultancies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consultancies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management consultancies, and records with no verified work email. Companies headquartered outside Fort Lauderdale are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 240 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management consultancies by metro in the United States
- Asset management consultancies in New York562
- Asset management consultancies in Atlanta241
- Asset management consultancies in Houston223
- Asset management consultancies in Dallas221
- Asset management consultancies in Chicago214
- Asset management consultancies in San Diego174
- Asset management consultancies in Austin160
- Asset management consultancies in Charlotte159
- Asset management consultancies in Miami151
- Asset management consultancies in Scottsdale148
- Asset management consultancies in San Francisco146
- Asset management consultancies in Denver145
- Asset management consultancies in Boston142
- Asset management consultancies in Los Angeles141
- Asset management consultancies in Tampa120
- Asset management consultancies in Portland113
- Asset management consultancies in Cincinnati110
- Asset management consultancies in Irvine96
- Asset management consultancies in Newport Beach96
- Asset management consultancies in Columbus95
- Asset management consultancies in Overland Park95
- Asset management consultancies in Raleigh93
- Asset management consultancies in Minneapolis86
- Asset management consultancies in Phoenix86
- Asset management consultancies in Indianapolis84
- Asset management consultancies in San Antonio83
- Asset management consultancies in Birmingham82
- Asset management consultancies in Pittsburgh80
- Asset management consultancies in Seattle80
- Asset management consultancies in Omaha78
- Asset management consultancies in Boca Raton77
- Asset management consultancies in Grand Rapids77
- Asset management consultancies in Columbia75
- Asset management consultancies in Greenville71
- Asset management consultancies in Richmond69
- Asset management consultancies in Las Vegas67
- Asset management consultancies in Rochester65
- Asset management consultancies in Bellevue63
- Asset management consultancies in Lexington62
- Asset management consultancies in Wilmington62
- Asset management consultancies in Louisville61
- Asset management consultancies in Madison61
- Asset management consultancies in Orlando60
- Asset management consultancies in Colorado Springs58
- Asset management consultancies in Greenwood Village58
- Asset management consultancies in Washington58
- Asset management consultancies in Fort Lauderdale57
- Asset management consultancies in Fort Worth57
- Asset management consultancies in Jacksonville56
- Asset management consultancies in Plano56
- Asset management consultancies in Springfield56
- Asset management consultancies in Tulsa56
- Asset management consultancies in Nashville55
- Asset management consultancies in Sarasota55
- Asset management consultancies in Naples54
- Asset management consultancies in Pasadena54
- Asset management consultancies in Troy53
- Asset management consultancies in Memphis52
- Asset management consultancies in Salt Lake City49
- Asset management consultancies in Walnut Creek49
- Asset management consultancies in Alpharetta48
- Asset management consultancies in Tucson48
- Asset management consultancies in Philadelphia44
- Asset management consultancies in Plymouth44
- Asset management consultancies in St Louis44
- Asset management consultancies in Cleveland43
- Asset management consultancies in Virginia Beach43
- Asset management consultancies in Brentwood42
- Asset management consultancies in Coral Gables42
- Asset management consultancies in Franklin42
- Asset management consultancies in Knoxville42
- Asset management consultancies in Melville42
- Asset management consultancies in Lincoln41
- Asset management consultancies in Westlake Village41
- Asset management consultancies in Lafayette40
- Asset management consultancies in Lake Oswego40
- Asset management consultancies in Baton Rouge39
- Asset management consultancies in Oklahoma City39
- Asset management consultancies in San Jose39
- Asset management consultancies in Bethesda38
- Asset management consultancies in Jackson38
- Asset management consultancies in Boise36
- Asset management consultancies in Buffalo36
- Asset management consultancies in Fort Collins36
- Asset management consultancies in Pittsford36
- Asset management consultancies in Red Bank36
- Asset management consultancies in St. Louis36
- Asset management consultancies in Stamford36
- Asset management consultancies in The Woodlands36
- Asset management consultancies in Roseville35
- Asset management consultancies in Ann Arbor34
- Asset management consultancies in Bloomfield Hills34
- Asset management consultancies in Bloomington34
- Asset management consultancies in Charleston34
- Asset management consultancies in Kansas City34
- Asset management consultancies in Mclean34
- Asset management consultancies in West Chester34
- Asset management consultancies in West Des Moines34
- Asset management consultancies in Englewood33
- Asset management consultancies in Frisco33
- Asset management consultancies in Reston33
- Asset management consultancies in Chesterfield32
- Asset management consultancies in Honolulu32
- Asset management consultancies in Little Rock32
- Asset management consultancies in Littleton32
- Asset management consultancies in Rockville32
- Asset management consultancies in Alexandria31
- Asset management consultancies in Baltimore31
- Asset management consultancies in Fort Wayne31
- Asset management consultancies in Greensboro31
- Asset management consultancies in Princeton31
- Asset management consultancies in Southfield31
- Asset management consultancies in Albuquerque30
- Asset management consultancies in Arlington30
- Asset management consultancies in Concord30
- Asset management consultancies in Marietta30
- Asset management consultancies in Sacramento30
- Asset management consultancies in Westport30
- Asset management consultancies in Burlington29
- Asset management consultancies in Carmel29
- Asset management consultancies in Chattanooga29
- Asset management consultancies in Santa Barbara29
- Asset management consultancies in Vienna29
- Asset management consultancies in Woodbury29
- Asset management consultancies in Annapolis28
- Asset management consultancies in Boulder28
- Asset management consultancies in Lancaster28
- Asset management consultancies in Milwaukee28
- Asset management consultancies in Minnetonka28
- Asset management consultancies in Reno28
- Asset management consultancies in Naperville27
- Asset management consultancies in Northbrook27
- Asset management consultancies in Tallahassee27
- Asset management consultancies in Carlsbad26
- Asset management consultancies in Charlottesville26
- Asset management consultancies in Clearwater26
- Asset management consultancies in Edina26
- Asset management consultancies in Fairfield26
- Asset management consultancies in Lakewood26
- Asset management consultancies in San Ramon26
- Asset management consultancies in Towson26
- Asset management consultancies in Wichita26
- Asset management consultancies in Winter Park26
- Asset management consultancies in Bedford25
- Asset management consultancies in Berwyn25
- Asset management consultancies in Dublin25
- Asset management consultancies in Oak Brook25
- Asset management consultancies in Southlake25
- Asset management consultancies in Spokane25
- Asset management consultancies in Wayne25
- Asset management consultancies in Westlake25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consultancies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset management consultancies are there based in Fort Lauderdale, United States?
RevenueBase identified 57 asset management consultancies headquartered in Fort Lauderdale, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Coastal Wealth, headquartered in Fort Lauderdale, tops this list with the largest team on record.
Which city has the most asset management consultancies?
New York leads with 562 headquartered companies, followed by Atlanta (241) and Houston (223).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 240 verified decision-maker contacts tracked across these 57 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 57 asset management consultancies based in Fort Lauderdale, United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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