Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Miami, United States

RevenueBase identified 89 esop advisors headquartered in Miami, United States as of September 2026 and tracks 716 professional contacts across them, including 278 with verified work emails. New York is the largest hub.

This list covers esop advisors 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
89Companies
716Contacts tracked
278Verified emails
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The 25 largest esop advisors based in Miami, United States

Ranked by team size
Top 25 of 89 esop advisors 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 esop advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 202651-200117 contacts →

Indirect 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
2Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5067 contacts →

Indirect evidence

“Formerly known as Guerra Financial Group.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 2026501-1,00035 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
4Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-1024 contacts →

Partial evidence

“Established in 1972, the Ingham Retirement Group (Ingham) is a national, independent, full service retirement plan consulting, investment advisory, record keeping & actuarial…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“Bull Market Securities, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“HR Benefits Services is an employee benefits, consulting, and brokerage firm.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5015 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
8Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“Cassel Salpeter & Co.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5013 contacts →

Partial evidence

“Newflow Partners is a strategic advisory firm that works with a select group of private equity firms, family offices and entrepreneurs.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“At Ocean Financial Services, we deliver personalized financial journeys inspired by you.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-109 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
12Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“SchoolWise Partners is a leading advisory boutique that provides specialized expertise to private school owners and early education providers.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“Sulzberger Capital Advisors works with individual U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Consulting Services in the financial industry, with a main focus on International or Domestic Broker Dealers and Investment Advisors offering a comprehensive array of solutions to…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-105 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
17Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Acosta & Partner, fundada en el año 2005, es una firma de consultoría que se especializa en el área de negocios y finanzas.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Kimberly Advisors is a boutique M&A firm that specializes in pre-transaction exit planning, acts as a sell-side intermediary representing business owners in the sale of their…”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Our team provides a wide range of financial services including advisory and investment sales, asset management, due diligence, financial analysis, sale-leaseback transactions, and…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We work with owners of services to prepare their businesses for an optimal exit.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Financial Advisor Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“We are a RIA (Registered Investment Advisor), registered with the SEC, specialized in ultra high networth clients with a focus in the southern cone of Latin America.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceMiami, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Momentum Advisory Partners is a premier M&A Advisory firm servicing the staffing and workforce solutions.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 89 esop advisors based in Miami, United States

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Esop advisors based in Miami, United States at a glance

As of Sep 19, 2026
38.8%Verified-email coverage
8.0Average contacts per company
1-10Median size (employees)
465.2%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
22
51-200
2
501-1,000
1

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 89 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 278 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.

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 esop advisors, 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 esop advisors are there based in Miami, United States?

RevenueBase identified 89 esop advisors 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?

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

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 278 verified decision-maker contacts tracked across these 89 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.

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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 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.