Company lists · Data refreshed August 2026
Top 25 Asset management consulting firms based in Miami, United States
RevenueBase identified 107 company matches for asset management consulting firms associated with Miami, United States as of August 2026 and tracks 865 professional contacts across them, including 197 with verified work emails and 272 with mobile numbers. Across the United States, New York is the largest hub for this category (949 companies); Miami has 270.
This list covers company matches for asset management consulting firms associated with Miami, 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 August 31, 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 25 largest asset management consulting firms based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 104 contacts → | ||||
Exact match “Asset Management.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 2 | 72 contacts → | ||||
Exact match “Somos una compañía experta en brindar asesoramiento financiero a personas, empresas, instituciones y comunidades, promoviendo su crecimiento y desarrollo a través del mercado de…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 3 | 49 contacts → | ||||
Exact match “At Valora, we deliver personalized advisory services with a human touch.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 4 | 46 contacts → | ||||
Exact match “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 5 | 30 contacts → | ||||
Exact match “Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 6 | 27 contacts → | ||||
Exact match “Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “BH Asset Management is a Securities and Exchange Commission registered investment advisory firm; meeting the needs of private clients, corporations, retirement plans, and…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “We are a financial management consulting firm in downtown Miami, Florida.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “The Family Offices Global (TFOG Holdings) is a global investment banking and advisory platform built to serve family offices, endowments, and institutional investors with…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Welcy Capital Advisors LLC, a Florida Limited Liability Corporation (“WCA”), is an investment adviser that provides investment advisory services to private investment funds…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “We are an international firm that advises investors, business owners, and families on key decisions related to local and foreign investment, corporate structuring, international…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Wealth management advisory firm” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “ASG Capital is a Registered Investment Advisor in the State of Florida.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Scala Capital, LLC is a Registered Investment Advisor Office focusing on providing portfolio management services to families and family owned institutions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Northwind Investment Group is an investment firm that provides wide range of strategic financial opportunities for investors as well as institutional investors.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “We connect people and companies with global investments.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Sunbridge Capital Partners is a boutique investment management firm offering investment opportunities for investors – both institutional and high net worth individuals.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Bristol Business Management is an international strategic advisory firm specialized in cross-border financial structuring, structured credit, governance and complex asset…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Stone Tower Capital Group, LLC is a Boutique Financial Firm that specializes in providing comprehensive solutions to our customers.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “At Frazier Global, we operate at the intersection of governance, risk, and capital.” Recorded in the RevenueBase company graph · Aug 31, 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 “asset management consulting firms”. 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 25 of 107 asset management consulting firms based in Miami, United States
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Asset management consulting firms based in Miami, United States at a glance
As of Aug 31, 2026Companies by employee count
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 Miami, United States whose business descriptions match “asset management consulting firms” 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 197 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 August 31, 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.
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Chicago339
- Asset management consulting firms in Houston334
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management consulting firms are there based in Miami, United States?
RevenueBase identified 107 company matches for asset management consulting firms associated with Miami, United States as of August 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?
Kondaur Capital Corporation 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 asset management consulting firms?
New York leads the United States with 949 company records, followed by Chicago (339) and Houston (334). Miami has 270.
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 197 professional contacts with verified work emails tracked across these 107 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 August 31, 2026.
Ready to reach these companies? Verified emails and direct dials for all 107 asset management consulting firms based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 25 asset management consulting firms based in Miami, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 107 matching company records for asset management consulting firms based in Miami, United States, with 865 tracked contacts and 197 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: August 31, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset management consulting firms based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Kondaur Capital Corporationkondaur.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 201-500 | HQ not recorded; location: Miami, FL, United States | 201-500 | Exact match | 104 contacts → |
“Asset Management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Puente Paraguaypuentenet.com.pyHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 72 contacts → |
“Somos una compañía experta en brindar asesoramiento financiero a personas, empresas, instituciones y comunidades, promoviendo su crecimiento y desarrollo a través del mercado de…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Valoravalora-partners.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 49 contacts → |
“At Valora, we deliver personalized advisory services with a human touch.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Gentrustgentrustwm.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Culmen Capitalculmen-capital.comHQ: HQ not recorded; location: Miami, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, United States | 11-50 | Exact match | 30 contacts → |
“Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  BH Asset Management LLCbhasset.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 20 contacts → |
“BH Asset Management is a Securities and Exchange Commission registered investment advisory firm; meeting the needs of private clients, corporations, retirement plans, and…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  MAX Financialmaxfinancialteam.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 18 contacts → |
“We are a financial management consulting firm in downtown Miami, Florida.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Private Client Group, LLCpcgplanning.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ballestas Groupballestasgroup.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 12 contacts → |
“Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Family Offices Globalthefamilyofficesglobal.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 11 contacts → |
“The Family Offices Global (TFOG Holdings) is a global investment banking and advisory platform built to serve family offices, endowments, and institutional investors with…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Harbor Ithakaharbor-ithaka.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Maredin Wealth Advisorsmaredin.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Welcy Capital Advisors LLCwelcycap.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 8 contacts → |
“Welcy Capital Advisors LLC, a Florida Limited Liability Corporation (“WCA”), is an investment adviser that provides investment advisory services to private investment funds…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Sulzberger Capital Advisorssulzbergercapital.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 8 contacts → |
“Sulzberger Capital Advisors works with individual U.S.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  ADT Corporateadtcorporate.comHQ: HQ not recorded; location: Miami, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, United States | 11-50 | Exact match | 8 contacts → |
“We are an international firm that advises investors, business owners, and families on key decisions related to local and foreign investment, corporate structuring, international…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Numa Americas Corpnuma.wsHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 7 contacts → |
“Wealth management advisory firm” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ASG Capitalasg-capital.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“ASG Capital is a Registered Investment Advisor in the State of Florida.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Scala Capital, LLCscala-capital.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Scala Capital, LLC is a Registered Investment Advisor Office focusing on providing portfolio management services to families and family owned institutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Northwind Investment Groupnorthwindig.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Northwind Investment Group is an investment firm that provides wide range of strategic financial opportunities for investors as well as institutional investors.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Galicia Capital Us, LLCgaliciacapital.usHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“We connect people and companies with global investments.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Sunbridge Capital Partners LLCsunbridgecapitalpartners.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Sunbridge Capital Partners is a boutique investment management firm offering investment opportunities for investors – both institutional and high net worth individuals.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bristol Business Managementbristolbmusa.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Bristol Business Management is an international strategic advisory firm specialized in cross-border financial structuring, structured credit, governance and complex asset…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Stone Tower Capital Group LLCstonetower-group.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Stone Tower Capital Group, LLC is a Boutique Financial Firm that specializes in providing comprehensive solutions to our customers.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Frazier Globalfrazierglobal.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“At Frazier Global, we operate at the intersection of governance, risk, and capital.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 107 company matches
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Asset management consulting firms: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
106 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: August 31, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Chicago339
- Asset management consulting firms in Houston334
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
Questions about this company list
What does Exact match mean for asset management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management consulting firms did RevenueBase find based in Miami, United States?
The saved snapshot records 107 matching company records, 865 tracked contacts and 197 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: August 31, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 asset management consulting firms based in Miami, United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 25 asset management consulting firms based in Miami, United States
RevenueBase records 107 matching company records for asset management consulting firms based in Miami, United States, with 865 tracked contacts and 197 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: August 31, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset management consulting firms based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Kondaur Capital Corporationkondaur.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 201-500 | HQ not recorded; location: Miami, FL, United States | 201-500 | Exact match | 104 contacts → |
“Asset Management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Puente Paraguaypuentenet.com.py HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 72 contacts → |
“Somos una compañía experta en brindar asesoramiento financiero a personas, empresas, instituciones y comunidades, promoviendo su crecimiento y desarrollo a través del mercado de…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Valoravalora-partners.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 49 contacts → |
“At Valora, we deliver personalized advisory services with a human touch.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Gentrustgentrustwm.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Culmen Capitalculmen-capital.com HQ: HQ not recorded; location: Miami, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, United States | 11-50 | Exact match | 30 contacts → |
“Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BH Asset Management LLCbhasset.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 20 contacts → |
“BH Asset Management is a Securities and Exchange Commission registered investment advisory firm; meeting the needs of private clients, corporations, retirement plans, and…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MAX Financialmaxfinancialteam.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 18 contacts → |
“We are a financial management consulting firm in downtown Miami, Florida.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Private Client Group, LLCpcgplanning.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ballestas Groupballestasgroup.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 12 contacts → |
“Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Family Offices Globalthefamilyofficesglobal.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 11 contacts → |
“The Family Offices Global (TFOG Holdings) is a global investment banking and advisory platform built to serve family offices, endowments, and institutional investors with…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Harbor Ithakaharbor-ithaka.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Maredin Wealth Advisorsmaredin.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Welcy Capital Advisors LLCwelcycap.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 8 contacts → |
“Welcy Capital Advisors LLC, a Florida Limited Liability Corporation (“WCA”), is an investment adviser that provides investment advisory services to private investment funds…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sulzberger Capital Advisorssulzbergercapital.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 8 contacts → |
“Sulzberger Capital Advisors works with individual U.S.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ADT Corporateadtcorporate.com HQ: HQ not recorded; location: Miami, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, United States | 11-50 | Exact match | 8 contacts → |
“We are an international firm that advises investors, business owners, and families on key decisions related to local and foreign investment, corporate structuring, international…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Numa Americas Corpnuma.ws HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 7 contacts → |
“Wealth management advisory firm” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ASG Capitalasg-capital.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“ASG Capital is a Registered Investment Advisor in the State of Florida.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Scala Capital, LLCscala-capital.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Scala Capital, LLC is a Registered Investment Advisor Office focusing on providing portfolio management services to families and family owned institutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Northwind Investment Groupnorthwindig.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Northwind Investment Group is an investment firm that provides wide range of strategic financial opportunities for investors as well as institutional investors.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Galicia Capital Us, LLCgaliciacapital.us HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“We connect people and companies with global investments.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sunbridge Capital Partners LLCsunbridgecapitalpartners.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Sunbridge Capital Partners is a boutique investment management firm offering investment opportunities for investors – both institutional and high net worth individuals.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bristol Business Managementbristolbmusa.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Bristol Business Management is an international strategic advisory firm specialized in cross-border financial structuring, structured credit, governance and complex asset…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Stone Tower Capital Group LLCstonetower-group.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Stone Tower Capital Group, LLC is a Boutique Financial Firm that specializes in providing comprehensive solutions to our customers.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Frazier Globalfrazierglobal.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“At Frazier Global, we operate at the intersection of governance, risk, and capital.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 107 company matches
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Asset management consulting firms: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
106 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: August 31, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Chicago339
- Asset management consulting firms in Houston334
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
Questions about this company list
What does Exact match mean for asset management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management consulting firms did RevenueBase find based in Miami, United States?
The saved snapshot records 107 matching company records, 865 tracked contacts and 197 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: August 31, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 asset management consulting firms based in Miami, United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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