Company lists · Data refreshed September 2026

Top 17 High net worth accounting firms based in Fort Lauderdale, United States

Name: High net worth accounting firms based in Fort Lauderdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 45 companies tracked

RevenueBase identified 45 company matches for high net worth accounting firms associated with Fort Lauderdale, United States as of September 2026 and tracks 550 professional contacts across them, including 201 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Fort Lauderdale has 45.

This list covers company matches for high net worth accounting firms associated with Fort Lauderdale, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

45Companies

550Contacts tracked

201Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 17 largest high net worth accounting firms based in Fort Lauderdale, United States

Ranked by team size

Top 17 of 45 company matches for high net worth accounting firms based in Fort Lauderdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	51-200	263 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Provenance Wealth Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	51-200	48 contacts →
	Exact match “The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Palisades Hudson Financial Group LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	11-50	30 contacts →
	Exact match “Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	RVG & Company	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “At RVG, we believe the right advisor changes everything.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Levanti Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match “We are passionate in our pursuit to provide excellence!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Aragon Capital, LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Aragon Capital, LLC is an Independent Registered Advisory (RIA) located in the South Florida area providing comprehensive wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Gruber And Associates, P.A	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Located in Fort Lauderdale and serving clients worldwide, Gruber and Associates is a full service accounting firm providing tax, accounting and consulting services to individuals…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	PMG Private CFO Services	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “PMG is a boutique accounting firm specializing in Celebrities, Professional Athletes and Entertainers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Krause Capital, INC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Krause Capital Investments is a full service, wealth management and employee benefits planning firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Klasfeld & Company, P.L	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “About Our Firm For years, Klasfeld & Company, P.L.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Palmetto Zeigler Chamberlain & Perrella, PL	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Palmetto, Zeigler, Chamberlain & Perrella, Pl is an accounting, audit and business management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Sawyer & Latimer, P.A	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Certified Public Accountant's specializing in taxation, business consulting and financial services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Firm Foundation Family Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Achieving success in your career is hard.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Benchmark Financial LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “I created a boutique firm to work with people who value service and want to work within a one-on-one relationship.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Friedland & Boiman	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Friedland & Boiman specializes in accounting, tax return preparation, and consulting services for individuals and companies of all sizes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Murray Street Capital Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Financial advisors with intellect, heart and soul.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Clpa INC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “At CLPA we serve the accounting and tax needs of individuals and owners of small and medium-sized businesses, seeking the best opportunities to help them meet their accounting…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “high net worth accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 17 of 45 high net worth accounting firms based in Fort Lauderdale, United States

See the full list, filter by size, metro and specialty, and access 201 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

High net worth accounting firms based in Fort Lauderdale, United States at a glance

As of Sep 28, 2026

36.5%Verified-email coverage

12.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 45 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Fort Lauderdale, United States whose business descriptions match “high net worth accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 201 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

High net worth accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “high net worth accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many high net worth accounting firms are there based in Fort Lauderdale, United States?

RevenueBase identified 45 company matches for high net worth accounting firms associated with Fort Lauderdale, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Coastal Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most high net worth accounting firms?

New York leads the United States with 396 company records, followed by Houston (222) and Atlanta (192). Fort Lauderdale has 45.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 201 professional contacts with verified work emails tracked across these 45 companies; direct dials are available where recorded.

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.

Ready to reach these companies? Verified emails and direct dials for all 45 high net worth accounting firms based in Fort Lauderdale, United States. Start with a free account, no credit card.

Download this list →

Related lists

High net worth accounting firms by geography

Browse the directory

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 SmartSearch, 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.