Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Fort Lauderdale, United States

RevenueBase identified 61 personal financial accounting firms headquartered in Fort Lauderdale, United States as of September 2026 and tracks 542 professional contacts across them, including 218 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Fort Lauderdale has 61.

This list covers personal financial accounting 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 29, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
61Companies
542Contacts tracked
218Verified emails
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The 25 largest personal financial accounting firms based in Fort Lauderdale, United States

Ranked by team size
Top 25 of 61 personal financial accounting firms based in Fort Lauderdale, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202651-200263 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 29, 2026
2Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202611-5050 contacts →

Indirect evidence

“Does Your Big-Name Investment Firm Know Yours?”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202611-5030 contacts →

Partial evidence

“Palisades Hudson Financial Group LLC was founded by our president, Larry M.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-1011 contacts →

Strong evidence

“FFG, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“PMG is a boutique accounting firm specializing in Celebrities, Professional Athletes and Entertainers.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“At Financial Strategies Group, we focus on developing partnerships with our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202611-505 contacts →

Partial evidence

“At Milbery & Kesselman, CPAs, LLC we understand that business owners don't have the time to deal with complicated accounting and tax issues.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“A CPA firm with a difference.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Most business owners find the accounting side of their business the most difficult and boring.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“About Our Firm For years, Klasfeld & Company, P.L.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202611-504 contacts →

Partial evidence

“Palmetto, Zeigler, Chamberlain & Perrella, Pl is an accounting, audit and business management firm.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Robbins and Moroney, PA is a full service certified public accounting firm that specializes in the not-for-profit industry.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 202611-504 contacts →

Partial evidence

“Certified Public Accountant's specializing in taxation, business consulting and financial services.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-104 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 29, 2026
16Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial 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 29, 2026
17Strong evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-103 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 29, 2026
18Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“BBI is a registered investment advisory firm based in Ft.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceFort Lauderdale, United StatesHQ checked Sep 29, 202651-2001 contacts →

Partial 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 29, 2026
21Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Bright Bookkeeping & Management Corp is a boutique style Accounting and bookkeeping firm located in Broward county.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Lead Star Financial Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Financial advisors with intellect, heart and soul.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Westfront Tax & Accounting provides CPA monthly accounting and bookkeeping for small businesses, specializing in creative and marketing agencies.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 61 personal financial accounting firms based in Fort Lauderdale, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 218 reachable decision-makers.

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Personal financial accounting firms based in Fort Lauderdale, United States at a glance

As of Sep 29, 2026
40.2%Verified-email coverage
8.9Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
9
51-200
4

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 61 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 personal financial accounting 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 “personal financial accounting 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 personal financial accounting 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 personal financial accounting 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, 218 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 29, 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.

Personal financial accounting firms by metro in the United States

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 personal financial accounting 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 personal financial accounting firms are there based in Fort Lauderdale, United States?

RevenueBase identified 61 personal financial accounting 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 personal financial accounting firms?

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244). Fort Lauderdale has 61.

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 218 verified decision-maker contacts tracked across these 61 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 29, 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.