Company lists · Data refreshed November 2026

Top 23 Fee-based advisors based in Miami, United States

RevenueBase identified 59 company matches for fee-based advisors associated with Miami, United States as of November 2026 and tracks 2,518 professional contacts across them, including 1,793 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Miami has 59.

This list covers company matches for fee-based advisors 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 November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
59Companies
2,518Contacts tracked
1,793Verified emails
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The 23 largest fee-based advisors based in Miami, United States

Ranked by team size
Top 23 of 59 company matches for fee-based advisors based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMiami, United StatesHQ recorded Nov 6, 20261,001-5,0002,051 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 · Nov 6, 2026 · View company records in RevenueBase
2Exact matchMiami, FL, United StatesHQ recorded Nov 6, 202611-5069 contacts →

Exact match

“Formerly known as Guerra Financial Group.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMiami, FL, United StatesHQ recorded Nov 6, 202611-5029 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMiami, United StatesHQ recorded Nov 6, 202611-5024 contacts →

Exact match

“RMS is engaged by its clients to make referrals to buyers or sellers of securities.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMiami, FL, United StatesHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“Bull Market Securities, Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMiami, FL, United StatesHQ recorded Nov 6, 202611-5019 contacts →

Exact match

“As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-1012 contacts →

Exact match

“Azzendo Wealth Advisors is a fee-only financial planning and investment management company dedicated to helping individuals and their families achieve their financial goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchMiami, FL, United StatesHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“BONDWIRE is a Registered Investment Adviser with the state of Florida and other states jurisdictions where required.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMiami, FL, United StatesHQ recorded Nov 6, 202611-509 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMiami, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“DTWN is a boutique, family-office-style wealth studio designed to be the anti-corporate alternative for individuals and families seeking tailored investment and wealth management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“We promise effective and comprehensive wealth management for you, your family and your business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Green Grove is a wealth management firm that enables individuals and families to attain and live out their best life.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchMiami, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“At the Financial Chef, we know that planning your financial future can be stressful.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Tudor Advisors, headquartered in Miami, is a Registered Investment Advisor (RIA) in the State of Florida.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-103 contacts →

Exact match

“New Horizon MC Financial Advisory program for individual and family wellness, we will develop customized financial planning, we will walk you through a step-by-step process that…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Coral Wealth Management works with professionals, privately held businesses, business owners, and senior executives seeking personalized wealth management and financial guidance.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMiami, FL, United StatesHQ recorded Nov 6, 2026n/a2 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchMiami, FL, United StatesHQ recorded Nov 6, 20261-101 contacts →

Exact match

“CSS Capital Advisory LLC is a registered investment advisor (RIA) based in Miami, founded by investment professionals with over 100 years of combined experience in financial…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 23 of 59 fee-based advisors based in Miami, United States

See the full list, filter by size, metro and specialty, and access 1,793 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fee-based advisors based in Miami, United States at a glance

As of Nov 6, 2026
71.2%Verified-email coverage
42.7Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
13
51-200
1
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 59 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 “fee-based advisors” 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 1,793 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 November 6, 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.

Fee-based advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fee-based advisors are there based in Miami, United States?

RevenueBase identified 59 company matches for fee-based advisors associated with Miami, United States as of November 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 fee-based advisors?

New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156). Miami has 59.

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 1,793 professional contacts with verified work emails tracked across these 59 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 November 6, 2026.

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About this data

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