Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Fort Lauderdale, United States

Name: Private client 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 5, 2026 76 companies tracked

RevenueBase identified 76 private client accounting firms headquartered in Fort Lauderdale, United States as of September 2026 and tracks 774 professional contacts across them, including 306 with verified work emails. New York is the largest hub.

This list covers private client 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

76Companies

774Contacts tracked

306Verified emails

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The 25 largest private client accounting firms based in Fort Lauderdale, United States

Ranked by team size

Top 25 of 76 private client accounting firms based in Fort Lauderdale, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Coastal WealthIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	51-200	263
	“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: company website · checked Sep 5, 2026
2	Global Wealth ManagementIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	50
	“Does Your Big-Name Investment Firm Know Yours?” Source: company website · checked Sep 5, 2026
3	Provenance Wealth AdvisorsIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	51-200	48
	“The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Source: company website · checked Sep 5, 2026
4	Palisades Hudson Financial Group LLCIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	30
	“Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Source: company website · checked Sep 5, 2026
5	RVG & CompanyIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	21
	“At RVG, we believe the right advisor changes everything.” Source: company website · checked Sep 5, 2026
6	Keefe McculloughStrong evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	51-200	21
	“Keefe McCullough (KMc) provides comprehensive accounting, advisory, consulting, and planning services to governmental, educational, nonprofit, and general accounting clients…” Source: company website · checked Sep 5, 2026
7	Levanti WealthIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	18
	“We are passionate in our pursuit to provide excellence!” Source: company website · checked Sep 5, 2026
8	Alpine MARPartial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	16
	“Alpine Mar is a South Florida based accounting and consulting firm founded by a group of CPAs that bring expertise from some of the world's largest and most sophisticated…” Source: company website · checked Sep 5, 2026
9	Aragon Capital, LLCIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	14
	“Aragon Capital, LLC is an Independent Registered Advisory (RIA) located in the South Florida area providing comprehensive wealth management.” Source: company website · checked Sep 5, 2026
10	Gruber And Associates, P.AStrong evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	13
	“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: company website · checked Sep 5, 2026
11	Fiori Financial GroupIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	11
	“FFG, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies.” Source: company website · checked Sep 5, 2026
12	PMG Private CFO ServicesPartial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	6
	“PMG is a boutique accounting firm specializing in Celebrities, Professional Athletes and Entertainers.” Source: company website · checked Sep 5, 2026
13	Krause Capital, INCIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	6
	“Krause Capital Investments is a full service, wealth management and employee benefits planning firm.” Source: company website · checked Sep 5, 2026
14	Financial Strategies GroupPartial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	6
	“At Financial Strategies Group, we focus on developing partnerships with our clients.” Source: company website · checked Sep 5, 2026
15	Milbery & Kesselman, Cpas, LLCPartial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	5
	“At Milbery & Kesselman, CPAs, LLC we understand that business owners don't have the time to deal with complicated accounting and tax issues.” Source: company website · checked Sep 5, 2026
16	Dave V. John, LLCIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	5
	“A CPA firm with a difference.” Source: company website · checked Sep 5, 2026
17	Klasfeld & Company, P.LIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	5
	“About Our Firm For years, Klasfeld & Company, P.L.” Source: company website · checked Sep 5, 2026
18	Palmetto Zeigler Chamberlain & Perrella, PLPartial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	4
	“Palmetto, Zeigler, Chamberlain & Perrella, Pl is an accounting, audit and business management firm.” Source: company website · checked Sep 5, 2026
19	Robbins And Moroney, PAPartial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	4
	“Robbins and Moroney, PA is a full service certified public accounting firm that specializes in the not-for-profit industry.” Source: company website · checked Sep 5, 2026
20	Sawyer & Latimer, P.AIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	11-50	4
	“Certified Public Accountant's specializing in taxation, business consulting and financial services.” Source: company website · checked Sep 5, 2026
21	Firm Foundation Family WealthIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	4
	“Achieving success in your career is hard.” Source: company website · checked Sep 5, 2026
22	Benchmark Financial LLCIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	4
	“I created a boutique firm to work with people who value service and want to work within a one-on-one relationship.” Source: company website · checked Sep 5, 2026
23	Friedland & BoimanPartial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	3
	“Friedland & Boiman specializes in accounting, tax return preparation, and consulting services for individuals and companies of all sizes.” Source: company website · checked Sep 5, 2026
24	The Saffer Financial Group, INCIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	3
	“Welcome to The Saffer Financial Group, a trusted financial advisory firm dedicated to providing comprehensive and personalized solutions since our founding in 1991.” Source: company website · checked Sep 5, 2026
25	Brown & Associates, P.AIndirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 5, 2026	1-10	3
	“We’re a well-established consulting firm with a reputation for innovative and lasting results.” Source: company website · checked Sep 5, 2026

Showing 25 of 76 private client accounting firms based in Fort Lauderdale, United States

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Private client accounting firms based in Fort Lauderdale, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 650 HQs

Contacts with mobile numbers

Sep 5, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Fort Lauderdale, over 76 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 private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among private client 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 an evidence 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, 306 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Fort Lauderdale, United States?

RevenueBase identified 76 private client 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 has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 306 verified decision-maker contacts tracked across these 76 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 5, 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.