Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in Miami, United States

Name: Financial advisor recruitment firms based in Miami, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 83 companies tracked

RevenueBase identified 83 company matches for financial advisor recruitment firms associated with 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 (443 companies); Miami has 83.

This list covers company matches for financial advisor recruitment firms 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 28, 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 28, 2026 How this list was built

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 company matches for financial advisor recruitment firms based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 28, 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 28, 2026 · View company records in RevenueBase
2	RPL International	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	91 contacts →
	Exact match “RPL International is a boutique executive search and staffing firm based in South Florida, specializing in Accounting & Finance, Human Resources, and Information Technology…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Guerra Wealth Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	67 contacts →
	Exact match “Formerly known as Guerra Financial Group.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Leeds Professional Resources	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match “At Leeds Professional Resources, our priority is client and candidate customer service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
6	NEW Edge Associates A Talent Acquisition Firm	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	19 contacts →
	Exact match “We bring solutions that enriches the lives of every person in the industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Segrera Associates	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Segrera Associates is a professional recruiting and staffing firm specializing in Accounting, Finance, Technology and Human Resources.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Cassel Salpeter And CO	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Cassel Salpeter & Co.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Private Client Group, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	14 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 · Sep 28, 2026 · View company records in RevenueBase
10	Infinite Capital Solutions	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Hiring 6-Figure Sales Leaders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	RTD Talent Solutions	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Ocean Financial Services	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Sulzberger Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	staffgreat.com	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	51-200	8 contacts →
	Exact match “Looking for a staffing and recruiting firm with a personal touch?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Valor Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Arcarius Group	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Arcarius Group is a professional recruiting and search firm headquartered in Miami, Florida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Veres Career Consulting	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Tudor Advisors LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 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 · Sep 28, 2026 · View company records in RevenueBase
19	Forem Investments LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Hirelogic Search Group	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Hiring the best talent is a deliberate process and successful companies understand this.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	NEW Horizon Management Consultants	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 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 · Sep 28, 2026 · View company records in RevenueBase
22	Lion Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Coral Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
24	Total View Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 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 · Sep 28, 2026 · View company records in RevenueBase
25	Premier Legal Advantage INC	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 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 “financial advisor recruitment firms”. 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 83 financial advisor recruitment firms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 1,146 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 83 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 “financial advisor recruitment firms” 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 1,146 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 28, 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.

Financial advisor recruitment firms 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 “financial advisor recruitment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisor recruitment firms are there based in Miami, United States?

RevenueBase identified 83 company matches for financial advisor recruitment firms 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 financial advisor recruitment firms?

New York leads the United States with 443 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,146 professional contacts with verified work emails tracked across these 83 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 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 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.