Company lists · Data refreshed September 2026
Top 25 Investment adviser law firms based in Miami, United States
RevenueBase identified 65 investment adviser law firms headquartered in Miami, United States as of September 2026 and tracks 1,775 professional contacts across them, including 1,212 with verified work emails. Across the United States, New York is the largest hub for this category (155 companies); Miami has 65.
This list covers investment adviser law firms headquartered in Miami, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest investment adviser law firms based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 117 contacts → | ||||
Indirect evidence “VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 54 contacts → | ||||
Indirect evidence “Dimension Capital Management is an independent wealth management firm serving individuals, families and institutions in the US and abroad.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 35 contacts → | ||||
Indirect evidence “Miura Capital, LLC (Miura or Firm) is an Independent Broker/Dealer, registered member of FINRA and the Securities and Exchange Commission and also part of SIPC (Securities…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 28 contacts → | ||||
Strong evidence “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 27 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Indirect evidence “Bull Market Securities, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 14 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Strong evidence “BONDWIRE is a Registered Investment Adviser with the state of Florida and other states jurisdictions where required.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Strong evidence “Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Strong evidence “Welcy Capital Advisors LLC, a Florida Limited Liability Corporation (“WCA”), is an investment adviser that provides investment advisory services to private investment funds…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Partial evidence “Sulzberger Capital Advisors works with individual U.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “ASG Capital is an independent investment management firm based in Miami, Florida, specializing in income-oriented investment solutions across public and private markets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Strong evidence “Consulting Services in the financial industry, with a main focus on International or Domestic Broker Dealers and Investment Advisors offering a comprehensive array of solutions to…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Strong evidence “Scala Capital, LLC is a Registered Investment Advisor Office focusing on providing portfolio management services to families and family owned institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Partial evidence “We connect people and companies with global investments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Strong evidence “Grove Wealth Management Inc is a registered investment adviser in the state of Florida (USA).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Strong evidence “Vizcaya Capital is a U.S based Registered Investment Advisor offering a wide comprehensive range of solutions for complex and dynamic financial markets today.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Strong evidence “Tudor Advisors, headquartered in Miami, is a Registered Investment Advisor (RIA) in the State of Florida.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Strong evidence “Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “At Lion Capital Advisors, our mission is to empower families worldwide in managing their global wealth with a holistic approach tailored to their individual values and investment…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “Financial Advisor Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: investment adviser law firms. 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 investment adviser law firms.
- Partial evidence
- Its own public description names part of investment adviser law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment adviser law firms. 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 65 investment adviser law firms based in Miami, United States
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Investment adviser law firms based in Miami, United States at a glance
As of Sep 28, 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 65 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 investment adviser law firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Miami, United States whose own description of what they do matches “investment adviser law firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment adviser law firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among investment adviser law firms, and records with no verified work email. Companies headquartered outside Miami are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,212 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.
Investment adviser law firms by metro in the United States
- Investment adviser law firms in New York155
- Investment adviser law firms in Atlanta80
- Investment adviser law firms in Houston76
- Investment adviser law firms in San Diego72
- Investment adviser law firms in Chicago68
- Investment adviser law firms in Dallas64
- Investment adviser law firms in Austin60
- Investment adviser law firms in San Francisco52
- Investment adviser law firms in Scottsdale49
- Investment adviser law firms in Los Angeles48
- Investment adviser law firms in Charlotte47
- Investment adviser law firms in Denver44
- Investment adviser law firms in Portland43
- Investment adviser law firms in Overland Park42
- Investment adviser law firms in Newport Beach38
- Investment adviser law firms in Boston36
- Investment adviser law firms in Cincinnati31
- Investment adviser law firms in Omaha30
- Investment adviser law firms in Pittsburgh30
- Investment adviser law firms in Columbus29
- Investment adviser law firms in Rochester29
- Investment adviser law firms in Washington29
- Investment adviser law firms in Tampa28
- Investment adviser law firms in Boca Raton27
- Investment adviser law firms in Phoenix26
- Investment adviser law firms in Birmingham25
- Investment adviser law firms in Minneapolis25
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 investment adviser law firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many investment adviser law firms are there based in Miami, United States?
RevenueBase identified 65 investment adviser law firms headquartered in Miami, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Corient, headquartered in Miami, tops this list with the largest team on record.
Which city in the United States has the most investment adviser law firms?
New York leads the United States with 155 headquartered companies, followed by Atlanta (80) and Houston (76). Miami has 65.
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 1,212 verified decision-maker contacts tracked across these 65 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.
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