Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Miami, United States

Name: Association financial advisory firms based in Miami, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 108 companies tracked

RevenueBase identified 108 association financial advisory firms headquartered in Miami, United States as of September 2026 and tracks 2,111 professional contacts across them, including 1,303 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms headquartered in Miami, 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 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

108Companies

2,111Contacts tracked

1,303Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest association financial advisory firms based in Miami, United States

Ranked by team size

Top 25 of 108 association financial advisory firms based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026
2	NPC Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	51-200	119 contacts →
	Partial evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 19, 2026
3	Vectorglobal WMG	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	51-200	117 contacts →
	Partial evidence “VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Source: RevenueBase Database · checked Sep 19, 2026
4	Guerra Wealth Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	67 contacts →
	Partial evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 19, 2026
5	Miura Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	501-1,000	35 contacts →
	Indirect evidence “Miura Capital, LLC (Miura or Firm) is an Independent Broker/Dealer, registered member of FINRA and the Securities and Exchange Commission and also part of SIPC (Securities…” Source: RevenueBase Database · checked Sep 19, 2026
6	Blacktoro	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Source: RevenueBase Database · checked Sep 19, 2026
7	Creand Wealth Management Beta Capital	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
8	MAX Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
9	Passerelle Partners	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.” Source: RevenueBase Database · checked Sep 19, 2026
10	Private Client Group, LLC	Strong evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
11	Ballestas Group	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
12	Infinite Capital Solutions	Indirect evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Hiring 6-Figure Sales Leaders.” Source: RevenueBase Database · checked Sep 19, 2026
13	Global Wealth Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: RevenueBase Database · checked Sep 19, 2026
14	MAS Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “MAS Advisors, LLC is an SEC Registered Investment Advisor with offices in Miami, Florida, providing asset management services for the separate accounts of private placement…” Source: RevenueBase Database · checked Sep 19, 2026
15	Ocean Financial Services	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Source: RevenueBase Database · checked Sep 19, 2026
16	Maredin Wealth Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
17	Sulzberger Capital Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Sulzberger Capital Advisors works with individual U.S.” Source: RevenueBase Database · checked Sep 19, 2026
18	Alliance International Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Un equipo de profesionales dispuestos a escuchar y ofrecer la mejor asesoría para proteger patrimonios.” Source: RevenueBase Database · checked Sep 19, 2026
19	Green Grove Wealth Management	Indirect evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Green Grove is a wealth management firm that enables individuals and families to attain and live out their best life.” Source: RevenueBase Database · checked Sep 19, 2026
20	Scala Capital, LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Scala Capital, LLC is a Registered Investment Advisor Office focusing on providing portfolio management services to families and family owned institutions.” Source: RevenueBase Database · checked Sep 19, 2026
21	Valor Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
22	Camerondowning	Indirect evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Each individual, family, or business owner has a unique set of values, lifestyle choices, and goals.” Source: RevenueBase Database · checked Sep 19, 2026
23	Grove Wealth Management	Indirect evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Grove Wealth Management Inc is a registered investment adviser in the state of Florida (USA).” Source: RevenueBase Database · checked Sep 19, 2026
24	Contador Miami	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	201-500	4 contacts →
	Partial evidence “Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Source: RevenueBase Database · checked Sep 19, 2026
25	National Brokerage Atlantic, INC	Partial evidence	Miami, FL, United StatesHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “National Brokerage Atlantic is the Brokerage General Agency of Choice for Insurance and Financial Professionals Who Serve the High- Net-Worth Domestic and Foreign Marketplace.” Source: RevenueBase Database · checked Sep 19, 2026

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: association financial advisory 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 association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory 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 108 association financial advisory firms based in Miami, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,303 reachable decision-makers.

Free signup · no credit card

View the full list →

Association financial advisory firms based in Miami, United States at a glance

As of Sep 19, 2026

61.7%Verified-email coverage

19.5Average contacts per company

1-10Median size (employees)

284.3%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 108 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 association financial advisory 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 Miami, United States whose own description of what they do matches “association financial advisory 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 association financial advisory 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 association financial advisory firms, and records with no verified work email. Companies headquartered outside Miami 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, 1,303 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 19, 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.

Association financial advisory firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names association financial advisory 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 association financial advisory firms are there based in Miami, United States?

RevenueBase identified 108 association financial advisory firms headquartered in Miami, 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?

Corient, headquartered in Miami, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 1,303 verified decision-maker contacts tracked across these 108 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 108 association financial advisory firms based in Miami, United States. Start with a free account, no credit card.

Download this list →

Related lists

Association financial advisory firms by geography

Browse the directory

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.