Company lists · Data refreshed October 2026

Top 25 Investment advisory platforms based in Miami, United States

Name: Investment 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 Oct 1, 2026 63 companies tracked

RevenueBase identified 63 company matches for investment advisory platforms associated with Miami, United States as of October 2026 and tracks 1,737 professional contacts across them, including 1,098 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Miami has 63.

This list covers company matches for investment advisory platforms 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 October 1, 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 Oct 1, 2026 How this list was built

63Companies

1,737Contacts tracked

1,098Verified emails

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

Ranked by team size

Top 25 of 63 company matches for investment advisory platforms based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Corient	Exact match	Miami, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Blacktoro	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	28 contacts →
	Exact match “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	BCP Global	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	27 contacts →
	Exact match “BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Crystal Capital Partners	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	24 contacts →
	Exact match “Access to institutional-quality alternative investments is where other platforms finish.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	ML Tech	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “ML Tech® is a non-custodial AI driven investment platform where investors can choose from a curated selection of fully systematic crypto trading strategies, supported by ML Tech’s…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Ballestas Group	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	14 contacts →
	Exact match “Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Ocean Financial Services	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Maredin Wealth Advisors	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Sulzberger Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	ASG Capital	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	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 · Oct 1, 2026 · View company records in RevenueBase
12	Noor Ventures	Exact match	Miami, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “We offer investment advisory and access to private investments to partner into startups, venture capital funds and other unique opportunities worldwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Galicia Capital Us, LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “We connect people and companies with global investments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	GOI	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	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 · Oct 1, 2026 · View company records in RevenueBase
15	Ironclad Family	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “IronClad Family helps financial advisors move beyond portfolio management and become indispensable to the families they serve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Potomac Fund Management, INC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “Our mission is to give Financial Advisors like you, the confidence to reach higher.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Tudor Advisors LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Tudor Advisors, headquartered in Miami, is a Registered Investment Advisor (RIA) in the State of Florida.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Forem Investments LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Newport Beach Investment Group LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Since 2017, Newport Beach Investment Group has blended white-glove service with leading-edge technology, innovative ideas, and personal relationships.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Evergreen Money	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	LUX IPS	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Lion Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At Lion Capital Advisors, our mission is to empower families worldwide in managing their global wealth with a holistic approach tailored to their individual values and investment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Lumina Investment Advisors LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Magen Wealth Management LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Direwolf Wealth Management, LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 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 “investment advisory platforms”. 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 63 investment advisory platforms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 1,098 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

63.2%Verified-email coverage

27.6Average contacts per company

1-10Median size (employees)

Oct 1, 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 63 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 “investment advisory platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 1,098 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 October 1, 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.

Investment advisory platforms 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory platforms are there based in Miami, United States?

RevenueBase identified 63 company matches for investment advisory platforms associated with Miami, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Corient tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment advisory platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). Miami has 63.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,098 professional contacts with verified work emails tracked across these 63 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 October 1, 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.