Company lists · Data refreshed September 2026
Top 24 Fiduciary financial advisors based in Fort Lauderdale, United States
RevenueBase identified 61 fiduciary financial advisors headquartered in Fort Lauderdale, United States as of September 2026 and tracks 711 professional contacts across them, including 297 with verified work emails. New York is the largest hub.
This list covers fiduciary financial advisors 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 20, 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 24 largest fiduciary financial advisors based in Fort Lauderdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 263 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 117 contacts → | ||||
Strong evidence “Kovack Securities, Inc,(KSI) & Kovack Advisors, Inc.(KAI) are powerful partners for entrepreneurial Financial Professionals(FPs) seeking to create their own successful business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 50 contacts → | ||||
Indirect evidence “Does Your Big-Name Investment Firm Know Yours?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 48 contacts → | ||||
Strong evidence “The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 30 contacts → | ||||
Partial evidence “Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 18 contacts → | ||||
Indirect evidence “We are passionate in our pursuit to provide excellence!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Partial evidence “FFG, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Krause Capital Investments is a full service, wealth management and employee benefits planning firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Partial evidence “At Financial Strategies Group, we focus on developing partnerships with our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Achieving success in your career is hard.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “KM Wealth Management is committed to helping people pursue their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Dolph & Associates, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “BBI is a registered investment advisory firm based in Ft.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Lead Star Financial Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “Financial advisors with intellect, heart and soul.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.” Source: RevenueBase Database · checked Sep 20, 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: fiduciary financial advisors. 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 fiduciary financial advisors.
- Partial evidence
- Its own public description names part of fiduciary financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary financial advisors. 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 24 of 61 fiduciary financial advisors based in Fort Lauderdale, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 297 reachable decision-makers.
Free signup · no credit card
Fiduciary financial advisors based in Fort Lauderdale, United States at a glance
As of Sep 20, 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 61 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 fiduciary financial advisors, 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 “fiduciary financial advisors”. 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 fiduciary financial advisors), 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 fiduciary financial advisors, 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, 297 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 20, 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.
Fiduciary financial advisors by metro in the United States
- Fiduciary financial advisors in New York440
- Fiduciary financial advisors in Atlanta281
- Fiduciary financial advisors in Houston279
- Fiduciary financial advisors in Dallas255
- Fiduciary financial advisors in San Diego239
- Fiduciary financial advisors in Chicago221
- Fiduciary financial advisors in Scottsdale199
- Fiduciary financial advisors in Austin197
- Fiduciary financial advisors in Charlotte174
- Fiduciary financial advisors in Denver167
- Fiduciary financial advisors in San Francisco158
- Fiduciary financial advisors in Los Angeles151
- Fiduciary financial advisors in Boston150
- Fiduciary financial advisors in Tampa142
- Fiduciary financial advisors in Cincinnati133
- Fiduciary financial advisors in Portland127
- Fiduciary financial advisors in Miami121
- Fiduciary financial advisors in Irvine118
- Fiduciary financial advisors in Raleigh115
- Fiduciary financial advisors in Overland Park109
- Fiduciary financial advisors in Columbus108
- Fiduciary financial advisors in Phoenix108
- Fiduciary financial advisors in Indianapolis107
- Fiduciary financial advisors in Minneapolis104
- Fiduciary financial advisors in Newport Beach103
- Fiduciary financial advisors in Seattle100
- Fiduciary financial advisors in San Antonio99
- Fiduciary financial advisors in Pittsburgh98
- Fiduciary financial advisors in Boca Raton89
- Fiduciary financial advisors in Bellevue88
- Fiduciary financial advisors in Birmingham88
- Fiduciary financial advisors in Columbia88
- Fiduciary financial advisors in Rochester88
- Fiduciary financial advisors in Omaha87
- Fiduciary financial advisors in Grand Rapids85
- Fiduciary financial advisors in Greenville83
- Fiduciary financial advisors in Las Vegas82
- Fiduciary financial advisors in Jacksonville80
- Fiduciary financial advisors in Richmond77
- Fiduciary financial advisors in Louisville75
- Fiduciary financial advisors in Madison75
- Fiduciary financial advisors in Wilmington74
- Fiduciary financial advisors in Colorado Springs73
- Fiduciary financial advisors in Greenwood Village71
- Fiduciary financial advisors in Fort Worth70
- Fiduciary financial advisors in Lexington70
- Fiduciary financial advisors in Nashville70
- Fiduciary financial advisors in Plano69
- Fiduciary financial advisors in Sarasota68
- Fiduciary financial advisors in Springfield66
- Fiduciary financial advisors in Tulsa66
- Fiduciary financial advisors in Troy64
- Fiduciary financial advisors in Fort Lauderdale61
- Fiduciary financial advisors in Tucson60
- Fiduciary financial advisors in Washington60
- Fiduciary financial advisors in Walnut Creek59
- Fiduciary financial advisors in Orlando58
- Fiduciary financial advisors in Salt Lake City58
- Fiduciary financial advisors in Alpharetta56
- Fiduciary financial advisors in Naples56
- Fiduciary financial advisors in San Jose55
- Fiduciary financial advisors in Cleveland53
- Fiduciary financial advisors in Pasadena53
- Fiduciary financial advisors in Lake Oswego52
- Fiduciary financial advisors in Memphis52
- Fiduciary financial advisors in Franklin51
- Fiduciary financial advisors in Knoxville51
- Fiduciary financial advisors in Melville50
- Fiduciary financial advisors in Philadelphia50
- Fiduciary financial advisors in Lafayette49
- Fiduciary financial advisors in Lincoln49
- Fiduciary financial advisors in Bethesda48
- Fiduciary financial advisors in Oklahoma City48
- Fiduciary financial advisors in St Louis48
- Fiduciary financial advisors in Greensboro47
- Fiduciary financial advisors in Kansas City47
- Fiduciary financial advisors in Plymouth47
- Fiduciary financial advisors in Virginia Beach47
- Fiduciary financial advisors in Westlake Village46
- Fiduciary financial advisors in Baton Rouge45
- Fiduciary financial advisors in Brentwood45
- Fiduciary financial advisors in Fort Collins45
- Fiduciary financial advisors in Charleston44
- Fiduciary financial advisors in Frisco44
- Fiduciary financial advisors in Jackson44
- Fiduciary financial advisors in The Woodlands44
- Fiduciary financial advisors in West Des Moines44
- Fiduciary financial advisors in Bloomington43
- Fiduciary financial advisors in Coral Gables43
- Fiduciary financial advisors in Roseville43
- Fiduciary financial advisors in Honolulu42
- Fiduciary financial advisors in Mclean42
- Fiduciary financial advisors in Lancaster41
- Fiduciary financial advisors in Reno41
- Fiduciary financial advisors in Buffalo40
- Fiduciary financial advisors in Chattanooga40
- Fiduciary financial advisors in Red Bank40
- Fiduciary financial advisors in Reston40
- Fiduciary financial advisors in Sacramento40
- Fiduciary financial advisors in St. Louis40
- Fiduciary financial advisors in Pittsford39
- Fiduciary financial advisors in Ann Arbor38
- Fiduciary financial advisors in Boise38
- Fiduciary financial advisors in Fort Wayne38
- Fiduciary financial advisors in Little Rock38
- Fiduciary financial advisors in Minnetonka38
- Fiduciary financial advisors in Rockville38
- Fiduciary financial advisors in West Chester38
- Fiduciary financial advisors in Englewood37
- Fiduciary financial advisors in Milwaukee37
- Fiduciary financial advisors in Wichita37
- Fiduciary financial advisors in Woodbury37
- Fiduciary financial advisors in Albuquerque36
- Fiduciary financial advisors in Annapolis36
- Fiduciary financial advisors in Baltimore36
- Fiduciary financial advisors in Bloomfield Hills35
- Fiduciary financial advisors in Boulder35
- Fiduciary financial advisors in Chesterfield35
- Fiduciary financial advisors in Marietta35
- Fiduciary financial advisors in Carlsbad34
- Fiduciary financial advisors in Littleton34
- Fiduciary financial advisors in Santa Barbara34
- Fiduciary financial advisors in Vienna34
- Fiduciary financial advisors in Westport34
- Fiduciary financial advisors in Alexandria33
- Fiduciary financial advisors in Arlington33
- Fiduciary financial advisors in Carmel33
- Fiduciary financial advisors in Naperville33
- Fiduciary financial advisors in Princeton33
- Fiduciary financial advisors in Southfield33
- Fiduciary financial advisors in Wayne32
- Fiduciary financial advisors in Bend31
- Fiduciary financial advisors in Burlington31
- Fiduciary financial advisors in Edina31
- Fiduciary financial advisors in Lakewood31
- Fiduciary financial advisors in Salem31
- Fiduciary financial advisors in Tempe31
- Fiduciary financial advisors in Dublin30
- Fiduciary financial advisors in Northbrook30
- Fiduciary financial advisors in San Ramon30
- Fiduciary financial advisors in Stamford30
- Fiduciary financial advisors in Albany29
- Fiduciary financial advisors in Cary29
- Fiduciary financial advisors in Chandler29
- Fiduciary financial advisors in Concord29
- Fiduciary financial advisors in Fairfield29
- Fiduciary financial advisors in Metairie29
- Fiduciary financial advisors in Providence29
- Fiduciary financial advisors in Southlake29
- Fiduciary financial advisors in Spokane29
- Fiduciary financial advisors in Akron28
- Fiduciary financial advisors in Beverly Hills28
- Fiduciary financial advisors in Centennial28
- Fiduciary financial advisors in Charlottesville28
- Fiduciary financial advisors in Fort Myers28
- Fiduciary financial advisors in Torrance28
- Fiduciary financial advisors in Towson28
- Fiduciary financial advisors in Beachwood27
- Fiduciary financial advisors in Clearwater27
- Fiduciary financial advisors in Fresno27
- Fiduciary financial advisors in Portsmouth27
- Fiduciary financial advisors in Tallahassee27
- Fiduciary financial advisors in Westlake27
- Fiduciary financial advisors in Winter Park27
- Fiduciary financial advisors in Bedford26
- Fiduciary financial advisors in Gilbert26
- Fiduciary financial advisors in Huntsville26
- Fiduciary financial advisors in Morristown26
- Fiduciary financial advisors in Oak Brook26
- Fiduciary financial advisors in Sioux Falls26
- Fiduciary financial advisors in West Hartford26
- Fiduciary financial advisors in Winston-Salem26
- Fiduciary financial advisors in Berwyn25
- Fiduciary financial advisors in Dayton25
- Fiduciary financial advisors in Downers Grove25
- Fiduciary financial advisors in Durham25
- Fiduciary financial advisors in Glastonbury25
- Fiduciary financial advisors in Jupiter25
- Fiduciary financial advisors in Marlton25
- Fiduciary financial advisors in Mount Pleasant25
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 fiduciary financial advisors, 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 fiduciary financial advisors are there based in Fort Lauderdale, United States?
RevenueBase identified 61 fiduciary financial advisors 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 fiduciary financial advisors?
New York leads with 440 headquartered companies, followed by Atlanta (281) and Houston (279).
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 297 verified decision-maker contacts tracked across these 61 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 61 fiduciary financial advisors based in Fort Lauderdale, United States. Start with a free account, no credit card.
Download this list →Related lists
Fiduciary financial advisors by geography
- Fiduciary financial advisors based in Adelaide, Australia
- Fiduciary financial advisors based in Brisbane City, Australia
- Fiduciary financial advisors based in Brisbane, Australia
- Fiduciary financial advisors based in Melbourne, Australia
- Fiduciary financial advisors based in North Sydney, Australia
- Fiduciary financial advisors based in Perth, Australia
- Fiduciary financial advisors based in Sydney, Australia
- Fiduciary financial advisors based in Belo Horizonte, Brazil
- Fiduciary financial advisors based in Curitiba, Brazil
- Fiduciary financial advisors based in Porto Alegre, Brazil
- Fiduciary financial advisors based in Rio De Janeiro, Brazil
- Fiduciary financial advisors based in Sao Paulo, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary financial advisors based in Adelaide, Australia
- Fiduciary financial advisors based in Brisbane City, Australia
- Fiduciary financial advisors based in Brisbane, Australia
- Fiduciary financial advisors based in Melbourne, Australia
- Fiduciary financial advisors based in North Sydney, Australia
- Fiduciary financial advisors based in Perth, Australia