Company lists · Data refreshed September 2026
Top 22 Asset management consulting firms based in Fort Lauderdale, United States
RevenueBase identified 57 asset management consulting firms headquartered in Fort Lauderdale, United States as of September 2026 and tracks 618 professional contacts across them, including 239 with verified work emails. New York is the largest hub.
This list covers asset management consulting firms 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 14, 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 22 largest asset management consulting firms 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 14, 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 14, 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 14, 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 14, 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 14, 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 14, 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 14, 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 14, 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 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Achieving success in your career is hard.” Source: RevenueBase Database · checked Sep 14, 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 14, 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 14, 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “KM Wealth Management is committed to helping people pursue their financial goals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “BBI is a registered investment advisory firm based in Ft.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial 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 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Lead Star Financial Inc.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Financial advisors with intellect, heart and soul.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.” Source: RevenueBase Database · checked Sep 14, 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 consulting firms. 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 consulting firms.
- Partial evidence
- Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting firms. 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 22 of 57 asset management consulting firms based in Fort Lauderdale, United States
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Asset management consulting firms based in Fort Lauderdale, United States at a glance
As of Sep 14, 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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 239 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 14, 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 consulting firms by metro in the United States
- Asset management consulting firms in New York532
- Asset management consulting firms in Atlanta243
- Asset management consulting firms in Houston243
- Asset management consulting firms in Dallas223
- Asset management consulting firms in Chicago208
- Asset management consulting firms in San Diego183
- Asset management consulting firms in Austin166
- Asset management consulting firms in Charlotte155
- Asset management consulting firms in Miami152
- Asset management consulting firms in Scottsdale149
- Asset management consulting firms in Los Angeles148
- Asset management consulting firms in Denver145
- Asset management consulting firms in Boston139
- Asset management consulting firms in San Francisco139
- Asset management consulting firms in Tampa121
- Asset management consulting firms in Cincinnati114
- Asset management consulting firms in Portland111
- Asset management consulting firms in Columbus102
- Asset management consulting firms in Irvine101
- Asset management consulting firms in Newport Beach97
- Asset management consulting firms in Overland Park97
- Asset management consulting firms in Raleigh96
- Asset management consulting firms in Phoenix90
- Asset management consulting firms in Indianapolis88
- Asset management consulting firms in Minneapolis88
- Asset management consulting firms in Boca Raton82
- Asset management consulting firms in Pittsburgh82
- Asset management consulting firms in San Antonio82
- Asset management consulting firms in Birmingham81
- Asset management consulting firms in Grand Rapids79
- Asset management consulting firms in Omaha79
- Asset management consulting firms in Seattle77
- Asset management consulting firms in Greenville75
- Asset management consulting firms in Rochester74
- Asset management consulting firms in Columbia72
- Asset management consulting firms in Wilmington68
- Asset management consulting firms in Las Vegas67
- Asset management consulting firms in Richmond66
- Asset management consulting firms in Bellevue64
- Asset management consulting firms in Madison62
- Asset management consulting firms in Washington62
- Asset management consulting firms in Louisville61
- Asset management consulting firms in Greenwood Village60
- Asset management consulting firms in Plano59
- Asset management consulting firms in Fort Worth58
- Asset management consulting firms in Colorado Springs57
- Asset management consulting firms in Fort Lauderdale57
- Asset management consulting firms in Lexington57
- Asset management consulting firms in Sarasota57
- Asset management consulting firms in Jacksonville56
- Asset management consulting firms in Pasadena56
- Asset management consulting firms in Tulsa56
- Asset management consulting firms in Orlando55
- Asset management consulting firms in Memphis53
- Asset management consulting firms in Nashville53
- Asset management consulting firms in Salt Lake City53
- Asset management consulting firms in Springfield53
- Asset management consulting firms in Troy51
- Asset management consulting firms in Walnut Creek51
- Asset management consulting firms in Alpharetta49
- Asset management consulting firms in Naples48
- Asset management consulting firms in Tucson47
- Asset management consulting firms in Brentwood46
- Asset management consulting firms in Melville46
- Asset management consulting firms in Virginia Beach46
- Asset management consulting firms in Philadelphia45
- Asset management consulting firms in Cleveland43
- Asset management consulting firms in Franklin43
- Asset management consulting firms in Knoxville43
- Asset management consulting firms in Plymouth43
- Asset management consulting firms in San Jose43
- Asset management consulting firms in Westlake Village43
- Asset management consulting firms in Baton Rouge42
- Asset management consulting firms in Oklahoma City42
- Asset management consulting firms in Lake Oswego41
- Asset management consulting firms in St Louis41
- Asset management consulting firms in Lincoln40
- Asset management consulting firms in Coral Gables39
- Asset management consulting firms in Jackson39
- Asset management consulting firms in Lafayette39
- Asset management consulting firms in Boise38
- Asset management consulting firms in Roseville38
- Asset management consulting firms in The Woodlands38
- Asset management consulting firms in Bethesda37
- Asset management consulting firms in Buffalo37
- Asset management consulting firms in Charleston37
- Asset management consulting firms in Fort Collins36
- Asset management consulting firms in Kansas City36
- Asset management consulting firms in Mclean36
- Asset management consulting firms in West Chester36
- Asset management consulting firms in West Des Moines36
- Asset management consulting firms in Alexandria35
- Asset management consulting firms in Ann Arbor35
- Asset management consulting firms in Bloomington35
- Asset management consulting firms in Fort Wayne35
- Asset management consulting firms in Frisco35
- Asset management consulting firms in Marietta34
- Asset management consulting firms in Northbrook34
- Asset management consulting firms in Princeton34
- Asset management consulting firms in Red Bank34
- Asset management consulting firms in St. Louis34
- Asset management consulting firms in Arlington33
- Asset management consulting firms in Englewood33
- Asset management consulting firms in Greensboro33
- Asset management consulting firms in Honolulu33
- Asset management consulting firms in Pittsford33
- Asset management consulting firms in Bloomfield Hills32
- Asset management consulting firms in Chesterfield32
- Asset management consulting firms in Little Rock32
- Asset management consulting firms in Reston32
- Asset management consulting firms in Southfield32
- Asset management consulting firms in Annapolis31
- Asset management consulting firms in Chattanooga31
- Asset management consulting firms in Rockville31
- Asset management consulting firms in Stamford31
- Asset management consulting firms in Westport31
- Asset management consulting firms in Baltimore30
- Asset management consulting firms in Concord30
- Asset management consulting firms in Littleton30
- Asset management consulting firms in Reno30
- Asset management consulting firms in Sacramento30
- Asset management consulting firms in Woodbury30
- Asset management consulting firms in Albuquerque29
- Asset management consulting firms in Boulder29
- Asset management consulting firms in Burlington29
- Asset management consulting firms in Tallahassee29
- Asset management consulting firms in Carmel28
- Asset management consulting firms in Fairfield28
- Asset management consulting firms in Lakewood28
- Asset management consulting firms in Lancaster28
- Asset management consulting firms in Milwaukee28
- Asset management consulting firms in Minnetonka28
- Asset management consulting firms in Vienna28
- Asset management consulting firms in Edina27
- Asset management consulting firms in Naperville27
- Asset management consulting firms in Oak Brook27
- Asset management consulting firms in Santa Barbara27
- Asset management consulting firms in Beverly Hills26
- Asset management consulting firms in San Ramon26
- Asset management consulting firms in Towson26
- Asset management consulting firms in Carlsbad25
- Asset management consulting firms in Clearwater25
- Asset management consulting firms in Portsmouth25
- Asset management consulting firms in Westlake25
- Asset management consulting firms in Wichita25
- Asset management consulting firms in Winter Park25
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 consulting firms, 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 consulting firms are there based in Fort Lauderdale, United States?
RevenueBase identified 57 asset management consulting firms 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 consulting firms?
New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).
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 239 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 14, 2026.
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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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