Company lists · Data refreshed September 2026
Top 25 Private client accounting firms based in Fort Lauderdale, United States
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. Across the United States, New York is the largest hub for this category (650 companies); Fort Lauderdale has 76.
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, its RevenueBase Smart Search rating, 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 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 25 largest private client accounting firms 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 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 50 contacts → | ||||
Indirect evidence “Does Your Big-Name Investment Firm Know Yours?” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 48 contacts → | ||||
Indirect evidence “The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect evidence “Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 21 contacts → | ||||
Indirect evidence “At RVG, we believe the right advisor changes everything.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Strong evidence “Keefe McCullough (KMc) provides comprehensive accounting, advisory, consulting, and planning services to governmental, educational, nonprofit, and general accounting clients…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 18 contacts → | ||||
Indirect evidence “We are passionate in our pursuit to provide excellence!” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Indirect 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 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Strong 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 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Partial evidence “PMG is a boutique accounting firm specializing in Celebrities, Professional Athletes and Entertainers.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Krause Capital Investments is a full service, wealth management and employee benefits planning firm.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “At Financial Strategies Group, we focus on developing partnerships with our clients.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 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 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence “A CPA firm with a difference.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “About Our Firm For years, Klasfeld & Company, P.L.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial evidence “Palmetto, Zeigler, Chamberlain & Perrella, Pl is an accounting, audit and business management firm.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 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 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Certified Public Accountant's specializing in taxation, business consulting and financial services.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “Achieving success in your career is hard.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Friedland & Boiman specializes in accounting, tax return preparation, and consulting services for individuals and companies of all sizes.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “We’re a well-established consulting firm with a reputation for innovative and lasting results.” Source: RevenueBase Database · checked Sep 5, 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: private client accounting firms. 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 private client accounting firms.
- Partial evidence
- Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private client accounting firms. 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 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, 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 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 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 “private client 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 private client 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 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 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, 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
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- Private client accounting firms in Rochester96
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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 private client 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 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 in the United States has the most private client accounting firms?
New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Fort Lauderdale has 76.
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.
Ready to reach these companies? Verified emails and direct dials for all 76 private client accounting firms 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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