Company lists · Data refreshed October 2026
Top 25 Banking advisory firms based in Miami, United States
RevenueBase identified 138 company matches for banking advisory firms associated with Miami, United States as of October 2026 and tracks 2,208 professional contacts across them, including 576 with verified work emails. Across the United States, New York is the largest hub for this category (684 companies); Miami has 138.
This list covers company matches for banking advisory 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 October 8, 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 banking advisory firms based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 742 contacts → | ||||
Exact match “Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 163 contacts → | ||||
Exact match “For more than 35 years, Helm Bank USA has created a financial connection to the United States for multinational companies and foreign national individuals seeking their own dreams…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 160 contacts → | ||||
Exact match “Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 48 contacts → | ||||
Exact match “Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 46 contacts → | ||||
Exact match “BroadSpan Capital LLC is a leading independent investment banking firm that specializes in Latin America and the Caribbean.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 28 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 · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 26 contacts → | ||||
Exact match “ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.” Recorded in the RevenueBase company graph · Oct 8, 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 · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Cassel Salpeter & Co.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Atlantico Capital is a financial advisory boutique that provides M&A, corporate finance and project finance advisory in middle market transactions, with a focus on cross border…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Invermaster is an investment banking boutique and a venture capital firm.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “LadderStone is a strategy-first advisory and development firm operating at the intersection of financial services, fintech, digital assets, and regulatory transformation.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Founded in 2009, Bringabout is a fresh and innovative company that maintains a diverse team of business advisory, consulting, accounting, compensation and benefits, tax, and…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “En STN Consulting nos dedicamos al análisis, desarrollo y puesta en producción de soluciones que aporten valor concreto tanto al manejo de su tesorería como al área financiera de…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Schwendel-Van Deusen is a global boutique investment bank focused on advising clients on strategic and transformative transactions.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Fit & Proper provides advisory and consulting services on issues related to banking supervision and regulation, central banking, financial institutions and financial inclusion and…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “At Adriss, we leverage intelligent thinking and smart technologies to help our clients break through growth ceilings and navigate complex, fast-changing markets.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “TC Capital Advisors, LLC, is a full service business consulting firm and professional advisor focusing on strategy and execution.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “We bring a familial approach to solving complex financial needs for companies that need it most.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Oct 8, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Whatever it was that got you where you are today is not sufficient to keep you there!” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Acosta & Partner, fundada en el año 2005, es una firma de consultoría que se especializa en el área de negocios y finanzas.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “ThoughtLinks is a strategic advisory firm specializing in AI, enterprise transformation, and innovation for banking and capital markets.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Financial Advisor Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Recorded in the RevenueBase company graph · Oct 8, 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 “banking advisory 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 138 banking advisory firms based in Miami, United States
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Banking advisory firms based in Miami, United States at a glance
As of Oct 8, 2026Companies by employee count
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 138 companies.
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 “banking advisory 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 576 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 October 8, 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.
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
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 “banking advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many banking advisory firms are there based in Miami, United States?
RevenueBase identified 138 company matches for banking advisory firms associated with Miami, United States as of October 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?
Santander Private Banking International 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 banking advisory firms?
New York leads the United States with 684 company records, followed by Chicago (142) and Miami (138).
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 576 professional contacts with verified work emails tracked across these 138 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 October 8, 2026.
Ready to reach these companies? Verified emails and direct dials for all 138 banking advisory firms based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
Banking advisory firms by geography
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- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
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
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- New lists
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Company intelligence · public preview
Top 25 banking advisory 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 138 matching company records for banking advisory firms based in Miami, United States, with 2,208 tracked contacts and 576 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: October 8, 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 banking advisory 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 |  Santander Private Banking Internationalpb-santander.comHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 742 contacts → |
“Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Helm Bank USAhelmbankusa.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 163 contacts → |
“For more than 35 years, Helm Bank USA has created a financial connection to the United States for multinational companies and foreign national individuals seeking their own dreams…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Grove Bank & Trustgrovebankandtrust.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 160 contacts → |
“Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Arcadia Capitalarcadiacapital.ioHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 48 contacts → |
“Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Broadspan Capital LLCbrocap.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“BroadSpan Capital LLC is a leading independent investment banking firm that specializes in Latin America and the Caribbean.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Culmen Capitalculmen-capital.comHQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 28 contacts → |
“Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ACP Groupacp-group.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 26 contacts → |
“ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  MAX Financialmaxfinancialteam.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 18 contacts → |
“We are a financial management consulting firm in downtown Miami, Florida.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cassel Salpeter And COcasselsalpeter.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 15 contacts → |
“Cassel Salpeter & Co.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Atlantico Capital Partners LLCatlanticocap.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 15 contacts → |
“Atlantico Capital is a financial advisory boutique that provides M&A, corporate finance and project finance advisory in middle market transactions, with a focus on cross border…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Invermasterinvermaster.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 13 contacts → |
“Invermaster is an investment banking boutique and a venture capital firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Ladderstoneladderstone.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 12 contacts → |
“LadderStone is a strategy-first advisory and development firm operating at the intersection of financial services, fintech, digital assets, and regulatory transformation.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bringaboutbringabout.usHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 10 contacts → |
“Founded in 2009, Bringabout is a fresh and innovative company that maintains a diverse team of business advisory, consulting, accounting, compensation and benefits, tax, and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  J2advisorsj2advisorygroup.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 8 contacts → |
“J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  STN Consultingstn-consulting.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 7 contacts → |
“En STN Consulting nos dedicamos al análisis, desarrollo y puesta en producción de soluciones que aporten valor concreto tanto al manejo de su tesorería como al área financiera de…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Schwendel-Van Deusenschwendel-vandeusen.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Schwendel-Van Deusen is a global boutique investment bank focused on advising clients on strategic and transformative transactions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  FIT & Proper Consultingfitproper.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Fit & Proper provides advisory and consulting services on issues related to banking supervision and regulation, central banking, financial institutions and financial inclusion and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Adriss, INCadriss.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“At Adriss, we leverage intelligent thinking and smart technologies to help our clients break through growth ceilings and navigate complex, fast-changing markets.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TC Capital Advisors, LLCtccapadvisors.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“TC Capital Advisors, LLC, is a full service business consulting firm and professional advisor focusing on strategy and execution.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thinkbocthinkboc.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“We bring a familial approach to solving complex financial needs for companies that need it most.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bristol Business Managementbristolbmusa.comHQ: Miami, FL, United StatesReported employees: 1-10 | 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 · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Igmotion Global Advisorsigmotion.comHQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 3 contacts → |
“Whatever it was that got you where you are today is not sufficient to keep you there!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Acosta & Partneracostapartner.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Acosta & Partner, fundada en el año 2005, es una firma de consultoría que se especializa en el área de negocios y finanzas.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Thoughtlinksthoughtlinks.netHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“ThoughtLinks is a strategic advisory firm specializing in AI, enterprise transformation, and innovation for banking and capital markets.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Total View Advisorstotalviewadvisors.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Financial Advisor Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 138 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
138 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 138 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: October 8, 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 ↗
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory 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 banking advisory firms did RevenueBase find based in Miami, United States?
The saved snapshot records 138 matching company records, 2,208 tracked contacts and 576 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: October 8, 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
Banking advisory firms by geography
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
Cite this list
RevenueBase Data Team. Top 25 banking advisory firms based in Miami, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-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
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
Company intelligence · public preview
Top 25 banking advisory firms based in Miami, United States
RevenueBase records 138 matching company records for banking advisory firms based in Miami, United States, with 2,208 tracked contacts and 576 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: October 8, 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 banking advisory 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 | Santander Private Banking Internationalpb-santander.com HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 742 contacts → |
“Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Helm Bank USAhelmbankusa.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 163 contacts → |
“For more than 35 years, Helm Bank USA has created a financial connection to the United States for multinational companies and foreign national individuals seeking their own dreams…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Grove Bank & Trustgrovebankandtrust.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 160 contacts → |
“Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Arcadia Capitalarcadiacapital.io HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 48 contacts → |
“Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Broadspan Capital LLCbrocap.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“BroadSpan Capital LLC is a leading independent investment banking firm that specializes in Latin America and the Caribbean.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Culmen Capitalculmen-capital.com HQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 28 contacts → |
“Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ACP Groupacp-group.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 26 contacts → |
“ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MAX Financialmaxfinancialteam.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 18 contacts → |
“We are a financial management consulting firm in downtown Miami, Florida.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cassel Salpeter And COcasselsalpeter.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 15 contacts → |
“Cassel Salpeter & Co.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Atlantico Capital Partners LLCatlanticocap.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 15 contacts → |
“Atlantico Capital is a financial advisory boutique that provides M&A, corporate finance and project finance advisory in middle market transactions, with a focus on cross border…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Invermasterinvermaster.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 13 contacts → |
“Invermaster is an investment banking boutique and a venture capital firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ladderstoneladderstone.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 12 contacts → |
“LadderStone is a strategy-first advisory and development firm operating at the intersection of financial services, fintech, digital assets, and regulatory transformation.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bringaboutbringabout.us HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 10 contacts → |
“Founded in 2009, Bringabout is a fresh and innovative company that maintains a diverse team of business advisory, consulting, accounting, compensation and benefits, tax, and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | J2advisorsj2advisorygroup.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 8 contacts → |
“J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | STN Consultingstn-consulting.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 7 contacts → |
“En STN Consulting nos dedicamos al análisis, desarrollo y puesta en producción de soluciones que aporten valor concreto tanto al manejo de su tesorería como al área financiera de…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Schwendel-Van Deusenschwendel-vandeusen.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Schwendel-Van Deusen is a global boutique investment bank focused on advising clients on strategic and transformative transactions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | FIT & Proper Consultingfitproper.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Fit & Proper provides advisory and consulting services on issues related to banking supervision and regulation, central banking, financial institutions and financial inclusion and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Adriss, INCadriss.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“At Adriss, we leverage intelligent thinking and smart technologies to help our clients break through growth ceilings and navigate complex, fast-changing markets.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TC Capital Advisors, LLCtccapadvisors.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“TC Capital Advisors, LLC, is a full service business consulting firm and professional advisor focusing on strategy and execution.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thinkbocthinkboc.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“We bring a familial approach to solving complex financial needs for companies that need it most.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bristol Business Managementbristolbmusa.com HQ: Miami, FL, United StatesReported employees: 1-10 | 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 · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Igmotion Global Advisorsigmotion.com HQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 3 contacts → |
“Whatever it was that got you where you are today is not sufficient to keep you there!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Acosta & Partneracostapartner.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Acosta & Partner, fundada en el año 2005, es una firma de consultoría que se especializa en el área de negocios y finanzas.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Thoughtlinksthoughtlinks.net HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“ThoughtLinks is a strategic advisory firm specializing in AI, enterprise transformation, and innovation for banking and capital markets.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Total View Advisorstotalviewadvisors.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Financial Advisor Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 138 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
138 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 138 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: October 8, 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 ↗
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in San Francisco92
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory 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 banking advisory firms did RevenueBase find based in Miami, United States?
The saved snapshot records 138 matching company records, 2,208 tracked contacts and 576 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: October 8, 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.
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Cite this list
RevenueBase Data Team. Top 25 banking advisory firms based in Miami, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-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
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia