Company lists · Data refreshed September 2026
Top 25 Family office firms based in Miami, United States
RevenueBase identified 164 family office firms headquartered in Miami, United States as of September 2026 and tracks 3,247 professional contacts across them, including 1,650 with verified work emails. New York is the largest hub.
This list covers family office firms headquartered in Miami, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office firms based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,215 contacts → | ||||
Strong evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 742 contacts → | ||||
Indirect evidence “Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 119 contacts → | ||||
Partial evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 89 contacts → | ||||
Indirect evidence “Bulltick is an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, primarily from Latin America.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 59 contacts → | ||||
Indirect evidence “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 58 contacts → | ||||
Strong evidence “Ligo Partners is a single family office based in Miami run by Alec Andronikov (Principal) and Cindy Mihalova (Chief Investment Officer).” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 54 contacts → | ||||
Partial evidence “Dimension Capital Management is an independent wealth management firm serving individuals, families and institutions in the US and abroad.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 49 contacts → | ||||
Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 46 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 45 contacts → | ||||
Indirect evidence “Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 35 contacts → | ||||
Indirect evidence “We are Aliya.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 28 contacts → | ||||
Partial evidence “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 15 contacts → | ||||
Strong evidence “Gestión de patrimonios con un enfoque de Multi Family Office.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 14 contacts → | ||||
Strong evidence “Element Pointe is an independent multi-family office and wealth management firm committed to guiding ultra-high-net-worth individuals and their families through important…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 14 contacts → | ||||
Partial evidence “For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 13 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 13 contacts → | ||||
Partial evidence “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 13 contacts → | ||||
Partial evidence “Building bridges and connecting the dots between USA, Latam and Europe while creating solutions for our partners ZINK Solutions serves wealthy families manage risks of assets and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Partial evidence “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 11 contacts → | ||||
Strong evidence “Star Capital is a single family investment office founded and led by Matias Mosse.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Strong evidence “Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: family office firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office firms.
- Partial evidence
- Its own public description names part of family office firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 164 family office firms based in Miami, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,650 reachable decision-makers.
Free signup · no credit card
Family office firms based in Miami, United States at a glance
As of Sep 19, 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 164 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 family office firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Miami, United States whose own description of what they do matches “family office firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office firms, and records with no verified work email. Companies headquartered outside Miami are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,650 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.
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Richmond44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Memphis42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in St Louis29
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in St. Louis26
- Family office firms in West Des Moines25
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 family office firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office firms are there based in Miami, United States?
RevenueBase identified 164 family office firms headquartered in Miami, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Corient, headquartered in Miami, tops this list with the largest team on record.
Which city has the most family office firms?
New York leads with 493 headquartered companies, followed by Dallas (195) and Chicago (188).
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 1,650 verified decision-maker contacts tracked across these 164 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 164 family office firms based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil