Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Miami, United States

Name: Chartered financial planners 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 93 companies tracked

RevenueBase identified 93 company matches for chartered financial planners associated with Miami, United States as of September 2026 and tracks 1,990 professional contacts across them, including 1,150 with verified work emails. Across the United States, New York is the largest hub for this category (371 companies); Miami has 93.

This list covers company matches for chartered financial planners 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 September 19, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

93Companies

1,990Contacts tracked

1,150Verified emails

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The 25 largest chartered financial planners based in Miami, United States

Ranked by team size

Top 25 of 93 company matches for chartered financial planners based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Corient	Exact match	Miami, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,215 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	51-200	119 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Guerra Wealth Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	11-50	67 contacts →
	Exact match “Formerly known as Guerra Financial Group.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Perfect Circle INC	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	51-200	59 contacts →
	Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	11-50	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 · Sep 19, 2026 · View company records in RevenueBase
6	MAX Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “We are a financial management consulting firm in downtown Miami, Florida.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Producers Financial Group	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “At Producers Financial Group, we are dedicated to providing comprehensive solutions for life’s most important milestones.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Private Client Group, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	11-50	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 · Sep 19, 2026 · View company records in RevenueBase
9	Ballestas Group	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	14 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 · Sep 19, 2026 · View company records in RevenueBase
10	Ocean Financial Services	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Chapman And Cardwell Capital Management	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Cgis Securities LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “CGIS provides client centered financial solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Sulzberger Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	ASI Family Office	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We promise effective and comprehensive wealth management for you, your family and your business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Green Grove Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Green Grove is a wealth management firm that enables individuals and families to attain and live out their best life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Matriarch Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Camerondowning	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Each individual, family, or business owner has a unique set of values, lifestyle choices, and goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Galicia Capital Us, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We connect people and companies with global investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Anthem Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Grove Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Grove Wealth Management Inc is a registered investment adviser in the state of Florida (USA).” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Contador Miami	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	201-500	4 contacts →
	Exact match “Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Tudor Advisors LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Tudor Advisors, headquartered in Miami, is a Registered Investment Advisor (RIA) in the State of Florida.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Newport Beach Investment Group LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Since 2017, Newport Beach Investment Group has blended white-glove service with leading-edge technology, innovative ideas, and personal relationships.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	NEW Horizon Management Consultants	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “New Horizon MC Financial Advisory program for individual and family wellness, we will develop customized financial planning, we will walk you through a step-by-step process that…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Brightscape Investment Centers, INC	Exact match	Miami, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At Brightscape Investment Centers, Inc, we specialize in helping our clients make their dreams happen.” Recorded in the RevenueBase company graph · Sep 19, 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 “chartered financial planners”. 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 93 chartered financial planners based in Miami, United States

See the full list, filter by size, metro and specialty, and access 1,150 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Chartered financial planners based in Miami, United States at a glance

As of Sep 19, 2026

57.8%Verified-email coverage

21.4Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 93 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 “chartered financial planners” 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 1,150 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 September 19, 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.

Chartered financial planners by metro in the United States

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 “chartered financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many chartered financial planners are there based in Miami, United States?

RevenueBase identified 93 company matches for chartered financial planners associated with Miami, United States as of September 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?

Corient 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 chartered financial planners?

New York leads the United States with 371 company records, followed by Atlanta (248) and Houston (244). Miami has 93.

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 1,150 professional contacts with verified work emails tracked across these 93 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 September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.