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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
83Companies
1,741Contacts tracked
1,146Verified emails
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The 25 largest financial advisor recruitment firms based in Miami, United States

Ranked by team size
Top 25 of 83 financial advisor recruitment firms based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisor recruitment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMiami, United StatesHQ checked Sep 28, 20261,001-5,0001,215 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, 2026
2Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5091 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, 2026
3Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5067 contacts →

Partial evidence

“Formerly known as Guerra Financial Group.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“At Leeds Professional Resources, our priority is client and candidate customer service.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5027 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, 2026
6Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-1019 contacts →

Indirect evidence

“We bring solutions that enriches the lives of every person in the industry.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5017 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, 2026
8Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“Cassel Salpeter & Co.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5014 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, 2026
10Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5014 contacts →

Indirect evidence

“Hiring 6-Figure Sales Leaders.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-1013 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, 2026
12Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202651-2008 contacts →

Indirect evidence

“Looking for a staffing and recruiting firm with a personal touch?”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Arcarius Group is a professional recruiting and search firm headquartered in Miami, Florida.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-503 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, 2026
18Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-103 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, 2026
19Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Hiring the best talent is a deliberate process and successful companies understand this.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-103 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, 2026
22Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-102 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, 2026
23Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-102 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, 2026
24Strong evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-102 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, 2026
25Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-102 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, 2026

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, 2026
65.8%Verified-email coverage
21.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
60
11-50
20
51-200
2
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 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

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.