Company lists · Data refreshed September 2026

Top 25 High net worth accounting firms based in Miami, United States

Name: High net worth accounting 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 124 companies tracked

RevenueBase identified 124 company matches for high net worth accounting firms associated with Miami, United States as of September 2026 and tracks 1,221 professional contacts across them, including 580 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Miami has 124.

This list covers company matches for high net worth accounting 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

124Companies

1,221Contacts tracked

580Verified emails

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The 25 largest high net worth accounting firms based in Miami, United States

Ranked by team size

Top 25 of 124 company matches for high net worth accounting 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	Berkowitz Pollack Brant Advisors Cpas	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	201-500	361 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	KSDT	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	201-500	229 contacts →
	Exact match “KSDT Advisors provides a full service line of professional services to include Tax, Advisory, Assurance, Accounting, Litigation, Wealth Management and more.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
4	Valora	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
5	Saint Joseph International	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	51-200	32 contacts →
	Exact match “The Saint Joseph Group offers businesses and individuals comprehensive services which include Legal Services, Tax Planning, Incorporation of Onshore and Offshore Structures…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	MAX Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “We are a financial management consulting firm in downtown Miami, Florida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	RC Cpas & Business Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Ravan & CO partners with business leaders to strengthen financial clarity, enable informed decision-making, and support sustainable growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Pronto Income TAX	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Accounting is the backbone of a successful business empire.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Global Wealth Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	C&m CPA LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	13 contacts →
	Exact match “Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	James Baker & Associates	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “At James Baker & Associates, we help domestic businesses take control of their finances and pay less taxes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Dlv&j LLP	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Mr.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Binstock, Rubin, Sbar, Garcia And Ellzey, P.A	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Binstock, Rubin, Sbar, Garcia & Ellzey, P.A.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Keeping Your Book	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Keeping Your Book" is a boutique consulting firm with over 8 years of experience in bookkeeping, accounting, and tax preparations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Richards & Partners, P.A	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Richards & Partners is a Miami-based international tax, corporate, and estate planning law firm designed to fulfill the legal needs of a global clientele.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Foodman Cpas & Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Turning Financial Complexity into an Advantage Foodman CPAs & Advisors is a trusted leader in forensic accounting, complex tax matters, regulatory compliance, and litigation…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	ASI Family Office	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “We promise effective and comprehensive wealth management for you, your family and your business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Bradley & Company Private Wealth Management, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “We serve as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough a profound understanding of each client’s unique…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Sokol And Sokol, Cpa, P.A	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “If you are looking for a blend of personal service and expertise, you have come to the right place!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Matriarch Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Anthem Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Angel D Cordova & CO	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Angel D.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Contador Miami	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	201-500	4 contacts →
	Exact match “Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Lord Breakspeare Callaghan	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Lord Breakspeare Callaghan, LLC is an accounting firm that for over 25 years has been providing accounting, management and tax solutions for individuals, small and medium size…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Mongio & Associates Cpas	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Hello friend, We are a full-service public accounting firm which provides tax (business/personal), bookkeeping, consulting, IRS support, expert witness testimony, financial…” 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 “high net worth accounting 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 124 high net worth accounting firms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 580 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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High net worth accounting firms based in Miami, United States at a glance

As of Sep 28, 2026

47.5%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 124 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 “high net worth accounting 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 580 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.

High net worth accounting 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 “high net worth accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many high net worth accounting firms are there based in Miami, United States?

RevenueBase identified 124 company matches for high net worth accounting 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?

Berkowitz Pollack Brant Advisors Cpas 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 high net worth accounting firms?

New York leads the United States with 396 company records, followed by Houston (222) and Atlanta (192). Miami has 124.

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 580 professional contacts with verified work emails tracked across these 124 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.