Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Miami, United States

Name: Estate planning accountants based in Miami, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 143 companies tracked

RevenueBase identified 143 estate planning accountants headquartered in Miami, United States as of September 2026 and tracks 2,151 professional contacts across them, including 1,280 with verified work emails. New York is the largest hub.

This list covers estate planning accountants 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 20, 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 20, 2026 86% judged on-target in blind review

143Companies

2,151Contacts tracked

1,280Verified emails

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The 25 largest estate planning accountants based in Miami, United States

Ranked by team size

Top 25 of 143 estate planning accountants based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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 20, 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 20, 2026
2	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	51-200	119 contacts →
	Indirect 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 20, 2026
3	Guerra Wealth Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	67 contacts →
	Indirect evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 20, 2026
4	Perfect Circle INC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Source: RevenueBase Database · checked Sep 20, 2026
5	Valora	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	51-200	49 contacts →
	Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 20, 2026
6	Gentrust	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	46 contacts →
	Indirect evidence “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
7	Blacktoro	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect 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 20, 2026
8	Creand Wealth Management Beta Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect 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 20, 2026
9	MAX Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
10	Passerelle Partners	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.” Source: RevenueBase Database · checked Sep 20, 2026
11	Klosters Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	15 contacts →
	Indirect evidence “Gestión de patrimonios con un enfoque de Multi Family Office.” Source: RevenueBase Database · checked Sep 20, 2026
12	Private Client Group, LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect 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 20, 2026
13	Ballestas Group	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect 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 20, 2026
14	Assure International Services LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	13 contacts →
	Indirect evidence “Assure International is an independent and specialized consultancy firm focused on a holistic approach to the fiduciary and succession needs of HNWI, their families, and…” Source: RevenueBase Database · checked Sep 20, 2026
15	Global Wealth Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 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 20, 2026
16	Sierra Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Source: RevenueBase Database · checked Sep 20, 2026
17	Therrel Baisden, LLP	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “Since 1925, Therrel Baisden, LLP has helped families and their closely held businesses plan for the future.” Source: RevenueBase Database · checked Sep 20, 2026
18	Green Street Trust International	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	51-200	10 contacts →
	Indirect evidence “Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Source: RevenueBase Database · checked Sep 20, 2026
19	Harbor Ithaka	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Source: RevenueBase Database · checked Sep 20, 2026
20	Cgis Securities LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “CGIS provides client centered financial solutions.” Source: RevenueBase Database · checked Sep 20, 2026
21	Welcy Capital Advisors LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Welcy Capital Advisors LLC, a Florida Limited Liability Corporation (“WCA”), is an investment adviser that provides investment advisory services to private investment funds…” Source: RevenueBase Database · checked Sep 20, 2026
22	Sulzberger Capital Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Sulzberger Capital Advisors works with individual U.S.” Source: RevenueBase Database · checked Sep 20, 2026
23	Richards & Partners, P.A	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Richards & Partners is a Miami-based international tax, corporate, and estate planning law firm designed to fulfill the legal needs of a global clientele.” Source: RevenueBase Database · checked Sep 20, 2026
24	Foodman Cpas & Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Turning Financial Complexity into an Advantage Foodman CPAs & Advisors is a trusted leader in forensic accounting, complex tax matters, regulatory compliance, and litigation…” Source: RevenueBase Database · checked Sep 20, 2026
25	Lmpg Wealth Advisors, LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…” Source: RevenueBase Database · checked Sep 20, 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: estate planning accountants. 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 estate planning accountants.
Partial evidence: Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning accountants. 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 143 estate planning accountants based in Miami, United States

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Estate planning accountants based in Miami, United States at a glance

As of Sep 20, 2026

59.5%Verified-email coverage

15.0Average contacts per company

1-10Median size (employees)

307.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

103

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 143 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 estate planning accountants, 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 “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, 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, 1,280 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 20, 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.

Estate planning accountants 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 estate planning accountants, 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 estate planning accountants are there based in Miami, United States?

RevenueBase identified 143 estate planning accountants 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 estate planning accountants?

New York leads with 439 headquartered companies, followed by Houston (246) and Atlanta (241).

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 1,280 verified decision-maker contacts tracked across these 143 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 20, 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.