Company lists · Data refreshed September 2026
Top 21 Financial advisor recruitment firms based in Fort Lauderdale, United States
RevenueBase identified 37 financial advisor recruitment firms headquartered in Fort Lauderdale, United States as of September 2026 and tracks 572 professional contacts across them, including 251 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Fort Lauderdale has 37.
This list covers financial advisor recruitment 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 28, 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 21 largest financial advisor recruitment firms 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 52 contacts → | ||||
Strong evidence “Sound Income Group is a revolutionary financial services organization that encompasses first-in-class advisor coaching and marketing.” Source: RevenueBase Database · checked Sep 28, 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Partial evidence “Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Indirect evidence “Kunin Associates has been in the South Florida marketplace since 1995 specializing in the permanent placement and consulting of accounting, finance, I/T, and bookkeeping…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “Now Hiring You is boutique executive recruiting firm based in South Florida.” Source: RevenueBase Database · checked Sep 28, 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Partial evidence “At Financial Strategies Group, we focus on developing partnerships with our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “Since 2004, Farlie Turner Gilbert & Co.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Achieving success in your career is hard.” Source: RevenueBase Database · checked Sep 28, 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 28, 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 28, 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 28, 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 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “BBI is a registered investment advisory firm based in Ft.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Lead Star Financial Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Financial advisors with intellect, heart and soul.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.” Source: RevenueBase Database · checked Sep 28, 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: financial advisor recruitment 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 financial advisor recruitment firms.
- Partial evidence
- Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisor recruitment 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 21 of 37 financial advisor recruitment firms based in Fort Lauderdale, United States
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Financial advisor recruitment firms based in Fort Lauderdale, United States at a glance
As of Sep 28, 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 37 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 financial advisor recruitment 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 “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment 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, 251 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 28, 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.
Financial advisor recruitment firms by metro in the United States
- Financial advisor recruitment firms in New York428
- Financial advisor recruitment firms in Atlanta164
- Financial advisor recruitment firms in Chicago162
- Financial advisor recruitment firms in Houston144
- Financial advisor recruitment firms in Dallas140
- Financial advisor recruitment firms in San Diego103
- Financial advisor recruitment firms in Austin98
- Financial advisor recruitment firms in Los Angeles93
- Financial advisor recruitment firms in Charlotte92
- Financial advisor recruitment firms in Denver90
- Financial advisor recruitment firms in San Francisco87
- Financial advisor recruitment firms in Boston86
- Financial advisor recruitment firms in Miami83
- Financial advisor recruitment firms in Scottsdale79
- Financial advisor recruitment firms in Tampa68
- Financial advisor recruitment firms in Phoenix64
- Financial advisor recruitment firms in Portland60
- Financial advisor recruitment firms in Minneapolis57
- Financial advisor recruitment firms in Irvine53
- Financial advisor recruitment firms in Overland Park53
- Financial advisor recruitment firms in Raleigh53
- Financial advisor recruitment firms in Omaha51
- Financial advisor recruitment firms in Cincinnati50
- Financial advisor recruitment firms in Greenville48
- Financial advisor recruitment firms in Boca Raton47
- Financial advisor recruitment firms in Indianapolis47
- Financial advisor recruitment firms in Newport Beach46
- Financial advisor recruitment firms in Pittsburgh45
- Financial advisor recruitment firms in Rochester44
- Financial advisor recruitment firms in San Antonio44
- Financial advisor recruitment firms in Birmingham43
- Financial advisor recruitment firms in Columbus43
- Financial advisor recruitment firms in Columbia42
- Financial advisor recruitment firms in Seattle40
- Financial advisor recruitment firms in Washington40
- Financial advisor recruitment firms in Orlando39
- Financial advisor recruitment firms in Wilmington39
- Financial advisor recruitment firms in Plano38
- Financial advisor recruitment firms in Richmond38
- Financial advisor recruitment firms in Fort Worth36
- Financial advisor recruitment firms in Las Vegas36
- Financial advisor recruitment firms in Bellevue34
- Financial advisor recruitment firms in Greenwood Village32
- Financial advisor recruitment firms in Louisville32
- Financial advisor recruitment firms in Grand Rapids31
- Financial advisor recruitment firms in Sarasota31
- Financial advisor recruitment firms in St. Louis30
- Financial advisor recruitment firms in Cleveland29
- Financial advisor recruitment firms in Colorado Springs29
- Financial advisor recruitment firms in Jacksonville29
- Financial advisor recruitment firms in Tulsa29
- Financial advisor recruitment firms in Walnut Creek29
- Financial advisor recruitment firms in Alpharetta27
- Financial advisor recruitment firms in Madison27
- Financial advisor recruitment firms in Kansas City26
- Financial advisor recruitment firms in Philadelphia26
- Financial advisor recruitment firms in Tucson26
- Financial advisor recruitment firms in Brentwood25
- Financial advisor recruitment firms in Frisco25
- Financial advisor recruitment firms in Lexington25
- Financial advisor recruitment firms in Rockville25
- Financial advisor recruitment firms in Salt Lake City25
- Financial advisor recruitment firms in Springfield25
- Financial advisor recruitment firms in Troy25
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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Fort Lauderdale, United States?
RevenueBase identified 37 financial advisor recruitment 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 in the United States has the most financial advisor recruitment firms?
New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). Fort Lauderdale has 37.
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 251 verified decision-maker contacts tracked across these 37 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 28, 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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