Company lists · Data refreshed September 2026
Top 23 Institutional asset managers based in Miami, United States
RevenueBase identified 56 company matches for institutional asset managers associated with Miami, United States as of September 2026 and tracks 4,704 professional contacts across them, including 2,288 with verified work emails. Across the United States, New York is the largest hub for this category (302 companies); Miami has 56.
This list covers company matches for institutional asset managers 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 20, 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.
The 23 largest institutional asset managers based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,261 contacts → | ||||
Exact match “Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 27 contacts → | ||||
Exact match “Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 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 20, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “MAS Advisors, LLC is an SEC Registered Investment Advisor with offices in Miami, Florida, providing asset management services for the separate accounts of private placement…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Pecora Capital is a global investment management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Lightning Capital is a premier investment platform bridging elite institutional networks with next-gen technology innovation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Valley Forge is an award-winning hedge fund investment manager.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “ASG Capital is an independent investment management firm based in Miami, Florida, specializing in income-oriented investment solutions across public and private markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Noctua Partners is a global asset management firm with over 15 years of experience across multiple investment platforms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “goi, pronounced joy, is a Registered Investment Advisor (RIA) focused on global multi-class asset management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Sunbridge Capital Partners is a boutique investment management firm offering investment opportunities for investors – both institutional and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “AZ APICE CAPITAL MANAGEMENT LLC is a financial advisory company based out of 1450 BRICKELL AVE, Suite 2610, Miami, Florida, 33131, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “An institutional asset manager focused exclusively on crypto.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Have you ever considered looking at your investments from a global perspective?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Investment Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Elementum Capital is an investment research and portfolio management firm dedicated to empowering independent financial advisors and small to mid-sized advisory groups.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Novyx Capital stands at the forefront of alternative investment management, offering a comprehensive range of investment solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Investment management & consulting firm founded by Brian Heimowitz in 2022.” Recorded in the RevenueBase company graph · Sep 20, 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 “institutional asset managers”. 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 23 of 56 institutional asset managers based in Miami, United States
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Institutional asset managers based in Miami, United States at a glance
As of Sep 20, 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 56 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 “institutional asset managers” 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 2,288 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 20, 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.
Institutional asset managers by metro in the United States
- Institutional asset managers in New York302
- Institutional asset managers in Chicago94
- Institutional asset managers in Boston82
- Institutional asset managers in San Francisco61
- Institutional asset managers in Dallas57
- Institutional asset managers in Atlanta54
- Institutional asset managers in Los Angeles48
- Institutional asset managers in Houston41
- Institutional asset managers in Austin35
- Institutional asset managers in Seattle29
- Institutional asset managers in Minneapolis28
- Institutional asset managers in Denver27
- Institutional asset managers in Stamford25
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 “institutional asset managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many institutional asset managers are there based in Miami, United States?
RevenueBase identified 56 company matches for institutional asset managers 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?
Citadel 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 institutional asset managers?
New York leads the United States with 302 company records, followed by Chicago (94) and Boston (82). Miami has 56.
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 2,288 professional contacts with verified work emails tracked across these 56 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 56 institutional asset managers based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
Institutional asset managers by geography
- Institutional asset managers based in Montreal, Canada
- Institutional asset managers based in Toronto, Canada
- Institutional asset managers based in Vancouver, Canada
- Institutional asset managers based in Bangalore, India
- Institutional asset managers based in Mumbai, India
- Institutional asset managers based in Pune, India
- Institutional asset managers based in Atlanta, United States
- Institutional asset managers based in Austin, United States
- Institutional asset managers based in Boston, United States
- Institutional asset managers based in Chicago, United States
- Institutional asset managers based in Dallas, United States
- Institutional asset managers based in Denver, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Institutional asset managers based in Montreal, Canada
- Institutional asset managers based in Toronto, Canada
- Institutional asset managers based in Vancouver, Canada
- Institutional asset managers based in Bangalore, India
- Institutional asset managers based in Mumbai, India
- Institutional asset managers based in Pune, India
Company intelligence · public preview
Top 23 institutional asset managers based in Miami, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 56 matching company records for institutional asset managers based in Miami, United States, with 4,704 tracked contacts and 2,288 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 institutional asset managers based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Citadelcitadel.comHQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 4,261 contacts → |
“Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Savile Capital Groupsavileco.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sierra Capitalsierracap.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MAS Advisorsmasadvisorsllc.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“MAS Advisors, LLC is an SEC Registered Investment Advisor with offices in Miami, Florida, providing asset management services for the separate accounts of private placement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Chapman And Cardwell Capital Managementchapmanandcardwell.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pecora Capitalpecoracapital.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 9 contacts → |
“Pecora Capital is a global investment management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Harbor Ithakaharbor-ithaka.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Lightning Capitallightning.capitalHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 8 contacts → |
“Lightning Capital is a premier investment platform bridging elite institutional networks with next-gen technology innovation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Valley Forge Capital Managementvalleyforgecapital.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“Valley Forge is an award-winning hedge fund investment manager.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ASG Capitalasg-capital.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“ASG Capital is an independent investment management firm based in Miami, Florida, specializing in income-oriented investment solutions across public and private markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Noctua Partnersnoctuapartners.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Noctua Partners is a global asset management firm with over 15 years of experience across multiple investment platforms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GOIgoi-ria.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“goi, pronounced joy, is a Registered Investment Advisor (RIA) focused on global multi-class asset management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sunbridge Capital Partners LLCsunbridgecapitalpartners.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Sunbridge Capital Partners is a boutique investment management firm offering investment opportunities for investors – both institutional and high net worth individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | AZ Apice Capital Management LLCazapice.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“AZ APICE CAPITAL MANAGEMENT LLC is a financial advisory company based out of 1450 BRICKELL AVE, Suite 2610, Miami, Florida, 33131, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Alphaverse Capital LLCalphaversecapital.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“An institutional asset manager focused exclusively on crypto.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Gordon Wealth Financial Life Advisorsgordonwealth.netHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Maway Global Investmentsmaway.usHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Have you ever considered looking at your investments from a global perspective?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | AWA Capital Groupawacapitalgroup.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Investment Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Elementum Capitalelementumcapitalgroup.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Elementum Capital is an investment research and portfolio management firm dedicated to empowering independent financial advisors and small to mid-sized advisory groups.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Novyx Capitalnovyxcapital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
“Novyx Capital stands at the forefront of alternative investment management, offering a comprehensive range of investment solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Direwolf Wealth Management, LLCdirewolfwm.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Birchwood Capital Management LLCbirchwoodcapital.co HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
“Investment management & consulting firm founded by Brian Heimowitz in 2022.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 56 company matches
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Institutional asset managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Institutional asset managers by metro in the United States
- Institutional asset managers in New York302
- Institutional asset managers in Chicago94
- Institutional asset managers in Boston82
- Institutional asset managers in San Francisco61
- Institutional asset managers in Dallas57
- Institutional asset managers in Atlanta54
- Institutional asset managers in Los Angeles48
- Institutional asset managers in Houston41
- Institutional asset managers in Austin35
- Institutional asset managers in Seattle29
- Institutional asset managers in Minneapolis28
- Institutional asset managers in Denver27
- Institutional asset managers in Stamford25
Questions about this company list
What does Exact match mean for institutional asset managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many institutional asset managers did RevenueBase find based in Miami, United States?
The saved snapshot records 56 matching company records, 4,704 tracked contacts and 2,288 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Institutional asset managers by geography
- Institutional asset managers based in Montreal, Canada
- Institutional asset managers based in Toronto, Canada
- Institutional asset managers based in Vancouver, Canada
- Institutional asset managers based in Bangalore, India
- Institutional asset managers based in Mumbai, India
- Institutional asset managers based in Pune, India
- Institutional asset managers based in Atlanta, United States
- Institutional asset managers based in Austin, United States
- Institutional asset managers based in Boston, United States
- Institutional asset managers based in Chicago, United States
- Institutional asset managers based in Dallas, United States
- Institutional asset managers based in Denver, United States
Cite this list
RevenueBase Data Team. Top 23 institutional asset managers based in Miami, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/institutional-asset-managers/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Institutional asset managers based in Montreal, Canada
- Institutional asset managers based in Toronto, Canada
- Institutional asset managers based in Vancouver, Canada
- Institutional asset managers based in Bangalore, India
- Institutional asset managers based in Mumbai, India
- Institutional asset managers based in Pune, India
Company intelligence · public preview
Top 23 institutional asset managers based in Miami, United States
RevenueBase records 56 matching company records for institutional asset managers based in Miami, United States, with 4,704 tracked contacts and 2,288 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 institutional asset managers based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Citadelcitadel.com HQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 4,261 contacts → |
“Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Savile Capital Groupsavileco.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sierra Capitalsierracap.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MAS Advisorsmasadvisorsllc.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“MAS Advisors, LLC is an SEC Registered Investment Advisor with offices in Miami, Florida, providing asset management services for the separate accounts of private placement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Chapman And Cardwell Capital Managementchapmanandcardwell.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pecora Capitalpecoracapital.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 9 contacts → |
“Pecora Capital is a global investment management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Harbor Ithakaharbor-ithaka.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lightning Capitallightning.capital HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 8 contacts → |
“Lightning Capital is a premier investment platform bridging elite institutional networks with next-gen technology innovation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Valley Forge Capital Managementvalleyforgecapital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“Valley Forge is an award-winning hedge fund investment manager.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ASG Capitalasg-capital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“ASG Capital is an independent investment management firm based in Miami, Florida, specializing in income-oriented investment solutions across public and private markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Noctua Partnersnoctuapartners.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Noctua Partners is a global asset management firm with over 15 years of experience across multiple investment platforms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GOIgoi-ria.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“goi, pronounced joy, is a Registered Investment Advisor (RIA) focused on global multi-class asset management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sunbridge Capital Partners LLCsunbridgecapitalpartners.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“Sunbridge Capital Partners is a boutique investment management firm offering investment opportunities for investors – both institutional and high net worth individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | AZ Apice Capital Management LLCazapice.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“AZ APICE CAPITAL MANAGEMENT LLC is a financial advisory company based out of 1450 BRICKELL AVE, Suite 2610, Miami, Florida, 33131, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Alphaverse Capital LLCalphaversecapital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“An institutional asset manager focused exclusively on crypto.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Gordon Wealth Financial Life Advisorsgordonwealth.net HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Maway Global Investmentsmaway.us HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Have you ever considered looking at your investments from a global perspective?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | AWA Capital Groupawacapitalgroup.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Investment Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Elementum Capitalelementumcapitalgroup.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Elementum Capital is an investment research and portfolio management firm dedicated to empowering independent financial advisors and small to mid-sized advisory groups.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Novyx Capitalnovyxcapital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
“Novyx Capital stands at the forefront of alternative investment management, offering a comprehensive range of investment solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Direwolf Wealth Management, LLCdirewolfwm.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Birchwood Capital Management LLCbirchwoodcapital.co HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 1 contacts → |
“Investment management & consulting firm founded by Brian Heimowitz in 2022.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 56 company matches
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Institutional asset managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Institutional asset managers by metro in the United States
- Institutional asset managers in New York302
- Institutional asset managers in Chicago94
- Institutional asset managers in Boston82
- Institutional asset managers in San Francisco61
- Institutional asset managers in Dallas57
- Institutional asset managers in Atlanta54
- Institutional asset managers in Los Angeles48
- Institutional asset managers in Houston41
- Institutional asset managers in Austin35
- Institutional asset managers in Seattle29
- Institutional asset managers in Minneapolis28
- Institutional asset managers in Denver27
- Institutional asset managers in Stamford25
Questions about this company list
What does Exact match mean for institutional asset managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many institutional asset managers did RevenueBase find based in Miami, United States?
The saved snapshot records 56 matching company records, 4,704 tracked contacts and 2,288 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Institutional asset managers by geography
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- Institutional asset managers based in Toronto, Canada
- Institutional asset managers based in Vancouver, Canada
- Institutional asset managers based in Bangalore, India
- Institutional asset managers based in Mumbai, India
- Institutional asset managers based in Pune, India
- Institutional asset managers based in Atlanta, United States
- Institutional asset managers based in Austin, United States
- Institutional asset managers based in Boston, United States
- Institutional asset managers based in Chicago, United States
- Institutional asset managers based in Dallas, United States
- Institutional asset managers based in Denver, United States
Cite this list
RevenueBase Data Team. Top 23 institutional asset managers based in Miami, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/institutional-asset-managers/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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