Company lists · Data refreshed September 2026

Top 20 Fiduciary services companies based in Miami, United States

Name: Fiduciary services companies 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 42 companies tracked

RevenueBase identified 42 company matches for fiduciary services companies associated with Miami, United States as of September 2026 and tracks 1,619 professional contacts across them, including 1,122 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Miami has 42.

This list covers company matches for fiduciary services companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

42Companies

1,619Contacts tracked

1,122Verified emails

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The 20 largest fiduciary services companies based in Miami, United States

Ranked by team size

Top 20 of 42 company matches for fiduciary services companies based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Corient	Exact match	Miami, United StatesHQ recorded Sep 20, 2026	1,001-5,000	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	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	51-200	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	Valora	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	51-200	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
4	Blacktoro	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	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
5	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	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
6	Klosters Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	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
7	Element Pointe Family Office	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	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
8	Assure International Services LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	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
9	Corrales & CO	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “At Corrales & Co, our philosophy is simple: your success is our success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Therrel Baisden, LLP	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Since 1925, Therrel Baisden, LLP has helped families and their closely held businesses plan for the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Fitzroy Investment Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “FitzRoy Investment Advisors is a multi-family office based in Miami, Florida.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Conscientia Family Office	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Well-defined values, experience and access to quality professionals, accompanied by personalized management and a full range of services to meet your needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Silverman Financial HUB	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Silverman Financial is a financial services company based out of 9100 S Dadeland Blvd # 1603, Miami, Florida, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Coral Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 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 · Sep 20, 2026 · View company records in RevenueBase
15	Innova Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 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 · Sep 20, 2026 · View company records in RevenueBase
16	Magen Wealth Management LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Crespo Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Welcome to Crespo Capital, where financial empowerment meets tailored wealth management solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Precise Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 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 · Sep 20, 2026 · View company records in RevenueBase
19	CSS Capital Advisory	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Moenio	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Founded in 2016, MOENIO is a firm focused on protecting its clients when others are managing or have control over their wealth.” 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 “fiduciary services companies”. 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 20 of 42 fiduciary services companies based in Miami, United States

See the full list, filter by size, metro and specialty, and access 1,122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in Miami, United States at a glance

As of Sep 20, 2026

69.3%Verified-email coverage

38.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 42 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 “fiduciary services companies” 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 1,122 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Miami, United States?

RevenueBase identified 42 company matches for fiduciary services companies 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Miami has 42.

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 1,122 professional contacts with verified work emails tracked across these 42 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.

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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.