Company lists · Data refreshed October 2026

Top 20 Income distribution planning services based in Fort Lauderdale, United States

Name: Income distribution planning services based in Fort Lauderdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 52 companies tracked

RevenueBase identified 52 company matches for income distribution planning services associated with Fort Lauderdale, United States as of October 2026 and tracks 578 professional contacts across them, including 230 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Fort Lauderdale has 52.

This list covers company matches for income distribution planning services 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 October 14, 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 Oct 14, 2026 How this list was built

52Companies

578Contacts tracked

230Verified emails

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The 20 largest income distribution planning services based in Fort Lauderdale, United States

Ranked by team size

Top 20 of 52 company matches for income distribution planning services based in Fort Lauderdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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 Oct 14, 2026	51-200	250 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 · Oct 14, 2026 · View company records in RevenueBase
2	Morgan Fidelity Associates, INC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	51-200	57 contacts →
	Exact match “Christian Morgan (president/ceo), started in the insurance industry in 2008 with a primary focus on retirement planning, annuity insurance, and wealth management.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	Provenance Wealth Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	51-200	51 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 · Oct 14, 2026 · View company records in RevenueBase
4	Global Wealth Management	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	11-50	39 contacts →
	Exact match “Does Your Big-Name Investment Firm Know Yours?” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
5	Palisades Hudson Financial Group LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	11-50	32 contacts →
	Exact match “Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6	Levanti Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	19 contacts →
	Exact match “We are passionate in our pursuit to provide excellence!” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7	Fiori Financial Group	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	10 contacts →
	Exact match “FFG, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	Krause Capital, INC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 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 · Oct 14, 2026 · View company records in RevenueBase
9	Financial Strategies Group	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	5 contacts →
	Exact match “At Financial Strategies Group, we focus on developing partnerships with our clients.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10	Platinum Peak Advisors, LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “At Platinum Peak Advisors, we believe that successfully reaching financial independence requires thoughtful assistance and a professional plan that addresses not only the…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	The Saffer Financial Group, INC	Exact match	Fort Lauderdale, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “Welcome to The Saffer Financial Group, a trusted financial advisory firm dedicated to providing comprehensive and personalized solutions since our founding in 1991.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
12	Dolph & Associates	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	2 contacts →
	Exact match “Dolph & Associates, Inc.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	Murray Street Capital Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Financial advisors with intellect, heart and soul.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
14	BIG Blue Investors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “BBI is a registered investment advisory firm based in Ft.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
15	Life Capitalized Financial	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16	Trusttree Financial	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “We are an independent fee-based South Florida firm, meeting the needs of clients nationwide.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	Lauderdale Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Leadstar Financial, INC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Lead Star Financial Inc.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19	TAX Efficient Solutions	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Tax Efficient Solutions continues to work with clients in coordination with their attorney’s and CPA’s to maximize the transfer of the client’s wealth to their families while…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	Compass Planning Group, LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “We wake up each morning driven by a mission to empower entrepreneurs to chase their dreams without financial limitations.” Recorded in the RevenueBase company graph · Oct 14, 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 “income distribution planning services”. 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 20 of 52 income distribution planning services based in Fort Lauderdale, United States

See the full list, filter by size, metro and specialty, and access 230 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Income distribution planning services based in Fort Lauderdale, United States at a glance

As of Oct 14, 2026

39.8%Verified-email coverage

11.1Average contacts per company

1-10Median size (employees)

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 52 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 “income distribution planning services” 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 230 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 October 14, 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.

Income distribution planning services 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 “income distribution planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many income distribution planning services are there based in Fort Lauderdale, United States?

RevenueBase identified 52 company matches for income distribution planning services associated with Fort Lauderdale, United States as of October 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 income distribution planning services?

New York leads the United States with 243 company records, followed by Houston (194) and Atlanta (176). Fort Lauderdale has 52.

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 230 professional contacts with verified work emails tracked across these 52 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 October 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 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.