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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
57Companies
618Contacts tracked
239Verified emails
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The 22 largest asset management consulting firms based in Fort Lauderdale, United States

Ranked by team size
Top 22 of 57 asset management consulting firms based in Fort Lauderdale, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 202651-200263 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, 2026
2Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 202611-5050 contacts →

Indirect evidence

“Does Your Big-Name Investment Firm Know Yours?”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 202651-20048 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, 2026
4Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 202611-5030 contacts →

Indirect evidence

“Palisades Hudson Financial Group LLC was founded by our president, Larry M.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-1014 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, 2026
6Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-1014 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, 2026
7Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-1011 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, 2026
8Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 202611-506 contacts →

Partial evidence

“Krause Capital Investments is a full service, wealth management and employee benefits planning firm.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“At Financial Strategies Group, we focus on developing partnerships with our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Achieving success in your career is hard.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-104 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, 2026
12Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-103 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, 2026
13Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-103 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, 2026
14Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“KM Wealth Management is committed to helping people pursue their financial goals.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“BBI is a registered investment advisory firm based in Ft.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceFort Lauderdale, United StatesHQ checked Sep 14, 202651-2001 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, 2026
18Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Lead Star Financial Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Financial advisors with intellect, heart and soul.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.”

Source: RevenueBase Database · checked Sep 14, 2026

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, 2026
38.7%Verified-email coverage
10.8Average contacts per company
1-10Median size (employees)
933.3%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
46
11-50
6
51-200
4
5,001-10,000
1

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

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.