Company lists · Data refreshed September 2026
Top 15 Private equity advisors based in Fort Lauderdale, United States
RevenueBase identified 38 private equity advisors headquartered in Fort Lauderdale, United States as of September 2026 and tracks 537 professional contacts across them, including 211 with verified work emails. New York is the largest hub.
This list covers private equity advisors 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.
The 15 largest private equity advisors based in Fort Lauderdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | Coastal WealthIndirect evidence | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 41 | ||||
“Cross Keys Capital is a leading middle market investment bank focused on providing merger and acquisition advisory services to privately-held companies.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Palisades Hudson Financial Group LLCIndirect evidence | 30 | |||
“Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 | ||||
“Equiturn Holdings is a Fort Lauderdale-based investment banking and private capital advisory firm specializing in high-conviction, complex transactions at the intersection of…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | LAS Olas Capital AdvisorsPartial evidence | 14 | |||
“Las Olas Capital Advisors was founded to deliver wealth management and merchant banking services to our valued clients.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | Farlie Turner Gilbert & COIndirect evidence | 5 | |||
“Since 2004, Farlie Turner Gilbert & Co.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | Firm Foundation Family WealthIndirect evidence | 4 | |||
“Achieving success in your career is hard.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Platinum Peak Advisors, LLCPartial evidence | 3 | |||
“At Platinum Peak Advisors, we believe that successfully reaching financial independence requires thoughtful assistance and a professional plan that addresses not only the…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | The Saffer Financial Group, INCPartial evidence | 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 | ||||
“Capital Max: is an investment, advisory, and fund placement firm, with a focus on alternative investments.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 | ||||
“Headquartered in Fort Lauderdale, FL, FlowPoint Partners is a boutique private investment firm focused on debt, equity and hybrid finance solutions for emerging companies.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | Greenberg Capital LLCPartial evidence | 2 | |||
“Greenberg Capital Greenberg Capital is a private, independently-owned family office.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | Murray Street Capital AdvisorsPartial evidence | 1 | |||
“Financial advisors with intellect, heart and soul.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Life Capitalized FinancialIndirect evidence | 1 | |||
“At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 15 of 38 private equity advisors based in Fort Lauderdale, United States
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Private equity advisors 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Fort Lauderdale, over 38 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 equity advisors, 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 equity advisors”. 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 equity advisors, 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, 211 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 equity advisors by metro in the United States
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in New York City44
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Greenwich30
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Frequently asked
How many private equity advisors are there based in Fort Lauderdale, United States?
RevenueBase identified 38 private equity advisors 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 equity advisors?
New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).
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 211 verified decision-maker contacts tracked across these 38 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.
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