Company lists · Data refreshed September 2026
Top 25 Financial advisor recruitment firms based in Miami, United States
RevenueBase identified 83 financial advisor recruitment firms headquartered in Miami, United States as of September 2026 and tracks 1,741 professional contacts across them, including 1,146 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Miami has 83.
This list covers financial advisor recruitment 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 28, 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 financial advisor recruitment firms based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,215 contacts → | ||||
Indirect evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 91 contacts → | ||||
Indirect evidence “RPL International is a boutique executive search and staffing firm based in South Florida, specializing in Accounting & Finance, Human Resources, and Information Technology…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 67 contacts → | ||||
Partial evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Indirect evidence “At Leeds Professional Resources, our priority is client and candidate customer service.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 contacts → | ||||
Indirect evidence “We bring solutions that enriches the lives of every person in the industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 contacts → | ||||
Indirect evidence “Segrera Associates is a professional recruiting and staffing firm specializing in Accounting, Finance, Technology and Human Resources.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Indirect evidence “Cassel Salpeter & Co.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Strong evidence “As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “Hiring 6-Figure Sales Leaders.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “RTD Talent Solutions is a boutique staffing and recruiting firm that consists of 6 branches of operations, and can deploy talent on a permanent, temporary, or contract-to-hire…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Partial evidence “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Partial evidence “Sulzberger Capital Advisors works with individual U.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence “Looking for a staffing and recruiting firm with a personal touch?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “Arcarius Group is a professional recruiting and search firm headquartered in Miami, Florida.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Top insurance businesses look to us for their staffing needs, and the finest talent in the industry trusts us to help them take their next dream job.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Tudor Advisors, headquartered in Miami, is a Registered Investment Advisor (RIA) in the State of Florida.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Hiring the best talent is a deliberate process and successful companies understand this.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “At Lion Capital Advisors, our mission is to empower families worldwide in managing their global wealth with a holistic approach tailored to their individual values and investment…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Coral Wealth Management works with professionals, privately held businesses, business owners, and senior executives seeking personalized wealth management and financial guidance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “Financial Advisor Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Our value is based on creating mutually beneficial relationships that serve our clients well with expert talent and strategic growth opportunities that provide long-term return on…” Source: RevenueBase Database · checked Sep 28, 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: financial advisor recruitment 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 financial advisor recruitment firms.
- Partial evidence
- Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisor recruitment 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 83 financial advisor recruitment firms based in Miami, United States
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Financial advisor recruitment firms based in Miami, United States at a glance
As of Sep 28, 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 83 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 financial advisor recruitment 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 “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment 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, 1,146 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 28, 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.
Financial advisor recruitment firms by metro in the United States
- Financial advisor recruitment firms in New York428
- Financial advisor recruitment firms in Atlanta164
- Financial advisor recruitment firms in Chicago162
- Financial advisor recruitment firms in Houston144
- Financial advisor recruitment firms in Dallas140
- Financial advisor recruitment firms in San Diego103
- Financial advisor recruitment firms in Austin98
- Financial advisor recruitment firms in Los Angeles93
- Financial advisor recruitment firms in Charlotte92
- Financial advisor recruitment firms in Denver90
- Financial advisor recruitment firms in San Francisco87
- Financial advisor recruitment firms in Boston86
- Financial advisor recruitment firms in Scottsdale79
- Financial advisor recruitment firms in Tampa68
- Financial advisor recruitment firms in Phoenix64
- Financial advisor recruitment firms in Portland60
- Financial advisor recruitment firms in Minneapolis57
- Financial advisor recruitment firms in Irvine53
- Financial advisor recruitment firms in Overland Park53
- Financial advisor recruitment firms in Raleigh53
- Financial advisor recruitment firms in Omaha51
- Financial advisor recruitment firms in Cincinnati50
- Financial advisor recruitment firms in Greenville48
- Financial advisor recruitment firms in Boca Raton47
- Financial advisor recruitment firms in Indianapolis47
- Financial advisor recruitment firms in Newport Beach46
- Financial advisor recruitment firms in Pittsburgh45
- Financial advisor recruitment firms in Rochester44
- Financial advisor recruitment firms in San Antonio44
- Financial advisor recruitment firms in Birmingham43
- Financial advisor recruitment firms in Columbus43
- Financial advisor recruitment firms in Columbia42
- Financial advisor recruitment firms in Seattle40
- Financial advisor recruitment firms in Washington40
- Financial advisor recruitment firms in Orlando39
- Financial advisor recruitment firms in Wilmington39
- Financial advisor recruitment firms in Plano38
- Financial advisor recruitment firms in Richmond38
- Financial advisor recruitment firms in Fort Lauderdale37
- Financial advisor recruitment firms in Fort Worth36
- Financial advisor recruitment firms in Las Vegas36
- Financial advisor recruitment firms in Bellevue34
- Financial advisor recruitment firms in Greenwood Village32
- Financial advisor recruitment firms in Louisville32
- Financial advisor recruitment firms in Grand Rapids31
- Financial advisor recruitment firms in Sarasota31
- Financial advisor recruitment firms in St. Louis30
- Financial advisor recruitment firms in Cleveland29
- Financial advisor recruitment firms in Colorado Springs29
- Financial advisor recruitment firms in Jacksonville29
- Financial advisor recruitment firms in Tulsa29
- Financial advisor recruitment firms in Walnut Creek29
- Financial advisor recruitment firms in Alpharetta27
- Financial advisor recruitment firms in Madison27
- Financial advisor recruitment firms in Kansas City26
- Financial advisor recruitment firms in Philadelphia26
- Financial advisor recruitment firms in Tucson26
- Financial advisor recruitment firms in Brentwood25
- Financial advisor recruitment firms in Frisco25
- Financial advisor recruitment firms in Lexington25
- Financial advisor recruitment firms in Rockville25
- Financial advisor recruitment firms in Salt Lake City25
- Financial advisor recruitment firms in Springfield25
- Financial advisor recruitment firms in Troy25
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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Miami, United States?
RevenueBase identified 83 financial advisor recruitment 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 in the United States has the most financial advisor recruitment firms?
New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). Miami has 83.
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 1,146 verified decision-maker contacts tracked across these 83 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 28, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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