Company lists · Data refreshed September 2026
Top 21 Investment management consultants based in Fort Lauderdale, United States
RevenueBase identified 56 investment management consultants headquartered in Fort Lauderdale, United States as of September 2026 and tracks 637 professional contacts across them, including 205 with verified work emails. Across the United States, New York is the largest hub for this category (640 companies); Fort Lauderdale has 56.
This list covers investment management consultants 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 investment management consultants based in Fort Lauderdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 263 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 50 contacts → | ||||
Partial evidence “Does Your Big-Name Investment Firm Know Yours?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 30 contacts → | ||||
Indirect 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 11 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Strong evidence “Krause Capital Investments is a full service, wealth management and employee benefits planning firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Indirect evidence “Achieving success in your career is hard.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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. | |||||
| 10 | 3 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Capital Max: is an investment, advisory, and fund placement firm, with a focus on alternative investments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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. | |||||
| 16 | 1 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Lead Star Financial Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Financial advisors with intellect, heart and soul.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect 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. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect 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: investment management consultants. 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 investment management consultants.
- Partial evidence
- Its own public description names part of investment management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management consultants. 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 56 investment management consultants based in Fort Lauderdale, United States
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Investment management consultants 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 56 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 investment management consultants, 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 “investment management consultants”. 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 investment management consultants), 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 investment management consultants, 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, 205 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.
Investment management consultants by metro in the United States
- Investment management consultants in New York640
- Investment management consultants in Atlanta265
- Investment management consultants in Dallas243
- Investment management consultants in Chicago240
- Investment management consultants in Houston236
- Investment management consultants in Miami186
- Investment management consultants in San Diego181
- Investment management consultants in Boston177
- Investment management consultants in Austin167
- Investment management consultants in Scottsdale154
- Investment management consultants in Charlotte152
- Investment management consultants in San Francisco151
- Investment management consultants in Denver149
- Investment management consultants in Los Angeles146
- Investment management consultants in Tampa125
- Investment management consultants in Portland119
- Investment management consultants in Cincinnati111
- Investment management consultants in Irvine103
- Investment management consultants in Newport Beach103
- Investment management consultants in Columbus94
- Investment management consultants in Minneapolis94
- Investment management consultants in Raleigh92
- Investment management consultants in Seattle92
- Investment management consultants in Overland Park91
- Investment management consultants in Indianapolis87
- Investment management consultants in Pittsburgh87
- Investment management consultants in Phoenix86
- Investment management consultants in Boca Raton84
- Investment management consultants in Omaha83
- Investment management consultants in Birmingham82
- Investment management consultants in San Antonio80
- Investment management consultants in Columbia75
- Investment management consultants in Grand Rapids75
- Investment management consultants in Bellevue73
- Investment management consultants in Richmond72
- Investment management consultants in Greenville71
- Investment management consultants in Rochester70
- Investment management consultants in Las Vegas65
- Investment management consultants in Greenwood Village64
- Investment management consultants in Louisville64
- Investment management consultants in Wilmington64
- Investment management consultants in Orlando63
- Investment management consultants in Washington62
- Investment management consultants in Nashville61
- Investment management consultants in Lexington60
- Investment management consultants in Madison60
- Investment management consultants in Fort Worth59
- Investment management consultants in Colorado Springs58
- Investment management consultants in Memphis58
- Investment management consultants in Jacksonville57
- Investment management consultants in Sarasota57
- Investment management consultants in Naples56
- Investment management consultants in Plano56
- Investment management consultants in Pasadena55
- Investment management consultants in Salt Lake City55
- Investment management consultants in Tulsa53
- Investment management consultants in Walnut Creek53
- Investment management consultants in Springfield52
- Investment management consultants in Troy52
- Investment management consultants in Tucson51
- Investment management consultants in Philadelphia50
- Investment management consultants in Cleveland47
- Investment management consultants in Alpharetta46
- Investment management consultants in Virginia Beach43
- Investment management consultants in Coral Gables42
- Investment management consultants in Lake Oswego42
- Investment management consultants in Melville42
- Investment management consultants in Plymouth42
- Investment management consultants in Oklahoma City41
- Investment management consultants in Bethesda40
- Investment management consultants in Franklin40
- Investment management consultants in Westlake Village40
- Investment management consultants in Baton Rouge39
- Investment management consultants in Brentwood39
- Investment management consultants in Mclean39
- Investment management consultants in Red Bank39
- Investment management consultants in Buffalo38
- Investment management consultants in Lincoln38
- Investment management consultants in Roseville38
- Investment management consultants in St. Louis38
- Investment management consultants in Knoxville37
- Investment management consultants in Lafayette37
- Investment management consultants in San Jose37
- Investment management consultants in Stamford37
- Investment management consultants in Fort Collins36
- Investment management consultants in Greensboro36
- Investment management consultants in Kansas City36
- Investment management consultants in Bloomington35
- Investment management consultants in Charleston35
- Investment management consultants in Reston35
- Investment management consultants in Ann Arbor34
- Investment management consultants in Bloomfield Hills34
- Investment management consultants in Jackson34
- Investment management consultants in Naperville34
- Investment management consultants in Pittsford34
- Investment management consultants in The Woodlands34
- Investment management consultants in Chesterfield33
- Investment management consultants in Englewood33
- Investment management consultants in Little Rock33
- Investment management consultants in Princeton33
- Investment management consultants in West Chester33
- Investment management consultants in West Des Moines33
- Investment management consultants in Baltimore32
- Investment management consultants in Reno32
- Investment management consultants in Santa Barbara32
- Investment management consultants in Arlington31
- Investment management consultants in Carmel31
- Investment management consultants in Chattanooga31
- Investment management consultants in Concord31
- Investment management consultants in Fort Wayne31
- Investment management consultants in Westport31
- Investment management consultants in Annapolis30
- Investment management consultants in Boise30
- Investment management consultants in Frisco30
- Investment management consultants in Honolulu30
- Investment management consultants in Lancaster30
- Investment management consultants in Littleton30
- Investment management consultants in Milwaukee30
- Investment management consultants in Rockville30
- Investment management consultants in Wayne30
- Investment management consultants in Albuquerque29
- Investment management consultants in Boulder29
- Investment management consultants in Burlington29
- Investment management consultants in Minnetonka29
- Investment management consultants in Providence29
- Investment management consultants in Sacramento29
- Investment management consultants in Beverly Hills28
- Investment management consultants in Marietta28
- Investment management consultants in Vienna28
- Investment management consultants in Woodbury28
- Investment management consultants in Edina27
- Investment management consultants in Portsmouth27
- Investment management consultants in Southfield27
- Investment management consultants in Towson27
- Investment management consultants in Wichita27
- Investment management consultants in Alexandria26
- Investment management consultants in Bend26
- Investment management consultants in Northbrook26
- Investment management consultants in Southlake26
- Investment management consultants in Bedford25
- Investment management consultants in Berwyn25
- Investment management consultants in Clearwater25
- Investment management consultants in Dublin25
- Investment management consultants in Lakewood25
- Investment management consultants in Spokane25
- Investment management consultants in Tallahassee25
- Investment management consultants in Winter Park25
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 investment management consultants, 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 investment management consultants are there based in Fort Lauderdale, United States?
RevenueBase identified 56 investment management consultants 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 investment management consultants?
New York leads the United States with 640 headquartered companies, followed by Atlanta (265) and Dallas (243). Fort Lauderdale has 56.
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 205 verified decision-maker contacts tracked across these 56 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.
Ready to reach these companies? Verified emails and direct dials for all 56 investment management consultants based in Fort Lauderdale, United States. Start with a free account, no credit card.
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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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