Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Miami, United States

Name: Financial advisory platforms 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 108 companies tracked

RevenueBase identified 108 financial advisory platforms headquartered in Miami, United States as of September 2026 and tracks 1,875 professional contacts across them, including 1,124 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Miami has 108.

This list covers financial advisory platforms 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

108Companies

1,875Contacts tracked

1,124Verified emails

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The 25 largest financial advisory platforms based in Miami, United States

Ranked by team size

Top 25 of 108 financial advisory platforms 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 advisory platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 28, 2026	1,001-5,000	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, 2026
2	Guerra Wealth Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	67 contacts →
	Partial evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 28, 2026
3	BCP Global	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	27 contacts →
	Strong evidence “BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
4	Creand Wealth Management Beta Capital	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	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, 2026
5	Crystal Capital Partners	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “Access to institutional-quality alternative investments is where other platforms finish.” Source: RevenueBase Database · checked Sep 28, 2026
6	Capsync	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Source: RevenueBase Database · checked Sep 28, 2026
7	Private Client Group, LLC	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	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, 2026
8	ARQA	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive…” Source: RevenueBase Database · checked Sep 28, 2026
9	Ocean Financial Services	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Source: RevenueBase Database · checked Sep 28, 2026
10	Sulzberger Capital Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Sulzberger Capital Advisors works with individual U.S.” Source: RevenueBase Database · checked Sep 28, 2026
11	Green Grove Wealth Management	Indirect evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Green Grove is a wealth management firm that enables individuals and families to attain and live out their best life.” Source: RevenueBase Database · checked Sep 28, 2026
12	Gondola Insurtech	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Gondola is a platform that will revolutionize money management by using a SafeTank.” Source: RevenueBase Database · checked Sep 28, 2026
13	Galicia Capital Us, LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We connect people and companies with global investments.” Source: RevenueBase Database · checked Sep 28, 2026
14	Ironclad Family	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “IronClad Family helps financial advisors move beyond portfolio management and become indispensable to the families they serve.” Source: RevenueBase Database · checked Sep 28, 2026
15	Potomac Fund Management, INC	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Strong evidence “Our mission is to give Financial Advisors like you, the confidence to reach higher.” Source: RevenueBase Database · checked Sep 28, 2026
16	Forem Investments LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
17	NEW Horizon Management Consultants	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
18	Evergreen Money	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Source: RevenueBase Database · checked Sep 28, 2026
19	Coral Wealth Management	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
20	LUX IPS	Indirect evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
21	WEBLY	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “At Webly, we specialize in empowering financial advisors and firm leaders to achieve remarkable growth.” Source: RevenueBase Database · checked Sep 28, 2026
22	Lumina Investment Advisors LLC	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Lumina is a group of financial advisors that provides customized, transparent advisory without any conflict of interest, through a group of responsible professionals and a…” Source: RevenueBase Database · checked Sep 28, 2026
23	Securis Brokers	Partial evidence	Miami, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “Somos asesores financieros internacionales.” Source: RevenueBase Database · checked Sep 28, 2026
24	Liqueous LP	Indirect evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence “Pioneering a Sustainable Future in Corporate Finance At Liqueous, our commitment to sustainability drives us to create lasting positive change through strategic relationships with…” Source: RevenueBase Database · checked Sep 28, 2026
25	Clear Books	Partial evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “We provide our clients the tools and guidance needed to understand the financial health of their business, empowering them to make informed decisions that drive growth.” Source: RevenueBase Database · checked Sep 28, 2026

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 advisory platforms. 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 advisory platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 108 financial advisory platforms based in Miami, United States

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Financial advisory platforms based in Miami, United States at a glance

As of Sep 28, 2026

59.9%Verified-email coverage

17.4Average 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 108 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 advisory platforms, 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 advisory platforms”. 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 advisory platforms), 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 advisory platforms, 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, 1,124 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 advisory platforms 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 advisory platforms, 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 advisory platforms are there based in Miami, United States?

RevenueBase identified 108 financial advisory platforms 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 advisory platforms?

New York leads the United States with 482 headquartered companies, followed by Atlanta (160) and San Francisco (159). Miami has 108.

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 1,124 verified decision-maker contacts tracked across these 108 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.