Company lists · Data refreshed September 2026
Top 25 Family office managers based in Miami, United States
RevenueBase identified 137 company matches for family office managers associated with Miami, United States as of September 2026 and tracks 2,350 professional contacts across them, including 1,384 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Miami has 137.
This list covers company matches for family office managers 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 20, 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 family office managers based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 89 contacts → | ||||
Exact match “Bulltick is an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, primarily from Latin America.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 20, 2026 · View company records in RevenueBase | |||||
| 5 | 54 contacts → | ||||
Exact match “Dimension Capital Management is an independent wealth management firm serving individuals, families and institutions in the US and abroad.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 49 contacts → | ||||
Exact match “At Valora, we deliver personalized advisory services with a human touch.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 46 contacts → | ||||
Exact match “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 45 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 35 contacts → | ||||
Exact match “We are Aliya.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 20, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Gestión de patrimonios con un enfoque de Multi Family Office.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 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 20, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 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 20, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 9 contacts → | ||||
Exact match “Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Recorded in the RevenueBase company graph · Sep 20, 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 “family office managers”. 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 137 family office managers based in Miami, United States
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Family office managers based in Miami, United States at a glance
As of Sep 20, 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 137 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 “family office managers” 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 1,384 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 20, 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.
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
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 “family office managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office managers are there based in Miami, United States?
RevenueBase identified 137 company matches for family office managers 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 family office managers?
New York leads the United States with 396 company records, followed by Dallas (168) and Chicago (165). Miami has 137.
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 1,384 professional contacts with verified work emails tracked across these 137 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 137 family office managers based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Family office managers based in Brisbane City, Australia
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Company intelligence · public preview
Top 25 family office managers 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 137 matching company records for family office managers based in Miami, United States, with 2,350 tracked contacts and 1,384 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: September 20, 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 family office managers 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 | HQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 1,215 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 119 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 89 contacts → |
“Bulltick is an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, primarily from Latin America.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dimension Capital Managementdimensioncapital.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 54 contacts → |
“Dimension Capital Management is an independent wealth management firm serving individuals, families and institutions in the US and abroad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 49 contacts → |
“At Valora, we deliver personalized advisory services with a human touch.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 45 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 35 contacts → |
“We are Aliya.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 28 contacts → |
“BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 15 contacts → |
“Gestión de patrimonios con un enfoque de Multi Family Office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 14 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 13 contacts → |
“At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Miami, United StatesReported employees: 1-10 | Miami, United States | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 10 contacts → |
“Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 company matches
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Family office managers: dataset insights
September 20, 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
136 records in the displayed employee bands.
1 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 137 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: September 20, 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 ↗
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
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 family office managers did RevenueBase find based in Miami, United States?
The saved snapshot records 137 matching company records, 2,350 tracked contacts and 1,384 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: September 20, 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
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 25 family office managers based in Miami, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/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
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 family office managers based in Miami, United States
RevenueBase records 137 matching company records for family office managers based in Miami, United States, with 2,350 tracked contacts and 1,384 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: September 20, 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 family office managers 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 | HQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 1,215 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 119 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 89 contacts → |
“Bulltick is an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, primarily from Latin America.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dimension Capital Managementdimensioncapital.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 54 contacts → |
“Dimension Capital Management is an independent wealth management firm serving individuals, families and institutions in the US and abroad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 49 contacts → |
“At Valora, we deliver personalized advisory services with a human touch.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 45 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 35 contacts → |
“We are Aliya.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 28 contacts → |
“BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 15 contacts → |
“Gestión de patrimonios con un enfoque de Multi Family Office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 14 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 13 contacts → |
“At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Miami, United StatesReported employees: 1-10 | Miami, United States | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 10 contacts → |
“Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 company matches
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Family office managers: dataset insights
September 20, 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
136 records in the displayed employee bands.
1 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 137 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: September 20, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Columbia38
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
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 family office managers did RevenueBase find based in Miami, United States?
The saved snapshot records 137 matching company records, 2,350 tracked contacts and 1,384 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: September 20, 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
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 25 family office managers based in Miami, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/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
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil