Company lists · Data refreshed September 2026

Top 16 Personal finance advisors based in Fort Lauderdale, United States

Name: Personal finance advisors 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 20, 2026 43 companies tracked

RevenueBase identified 43 company matches for personal finance advisors associated with Fort Lauderdale, United States as of September 2026 and tracks 505 professional contacts across them, including 217 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Fort Lauderdale has 43.

This list covers company matches for personal finance advisors 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 20, 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 20, 2026 How this list was built

43Companies

505Contacts tracked

217Verified emails

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

The 16 largest personal finance advisors based in Fort Lauderdale, United States

Ranked by team size

Top 16 of 43 company matches for personal finance advisors based in Fort Lauderdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 20, 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 20, 2026 · View company records in RevenueBase
2	Global Wealth Management	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	11-50	50 contacts →
	Exact match “Does Your Big-Name Investment Firm Know Yours?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Provenance Wealth Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Palisades Hudson Financial Group LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Financial Strategies Group	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Financial Strategies Group, we focus on developing partnerships with our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Platinum Peak Advisors, LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
7	The Saffer Financial Group, INC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
8	KM Wealth Management	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “KM Wealth Management is committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Heller Private Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	BIG Blue Investors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “BBI is a registered investment advisory firm based in Ft.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Starke Financial Services, INC	Exact match	Fort Lauderdale, United StatesHQ recorded Sep 20, 2026	51-200	1 contacts →
	Exact match “Since, 1996, Eric Starke, President/Founder of Starke Financial Services has given consulting advice to individuals, families, and business owners related to financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Leadstar Financial, INC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Lead Star Financial Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Murray Street Capital Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Financial advisors with intellect, heart and soul.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Lauderdale Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
15	Life Capitalized Financial	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
16	Compass Planning Group, LLC	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 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 “personal finance advisors”. 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 16 of 43 personal finance advisors based in Fort Lauderdale, United States

See the full list, filter by size, metro and specialty, and access 217 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personal finance advisors based in Fort Lauderdale, United States at a glance

As of Sep 20, 2026

43.0%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

Sep 20, 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 43 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 “personal finance advisors” 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 217 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 20, 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.

Personal finance advisors 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 “personal finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance advisors are there based in Fort Lauderdale, United States?

RevenueBase identified 43 company matches for personal finance advisors 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 personal finance advisors?

New York leads the United States with 215 company records, followed by Atlanta (148) and Houston (148). Fort Lauderdale has 43.

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 217 professional contacts with verified work emails tracked across these 43 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 43 personal finance advisors based in Fort Lauderdale, United States. Start with a free account, no credit card.

Download this list →

Related lists

Personal finance advisors 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.