Company lists · Data refreshed September 2026

Top 24 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 Sep 4, 2026 70 companies tracked

RevenueBase identified 70 investment advisory platforms headquartered in Miami, United States as of September 2026 and tracks 1,873 professional contacts across them, including 1,055 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms headquartered in Miami, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

70Companies

1,873Contacts tracked

1,055Verified emails

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The 24 largest investment advisory platforms based in Miami, United States

Ranked by team size

Top 24 of 70 investment advisory platforms based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	CorientIndirect evidence	Miami, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,201
	“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: company website · checked Sep 4, 2026
2	Evergreen WealthStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	45
	“Evergreen Wealth is a modern Registered Investment Advisor built for successful individuals and families who want clarity, tax efficiency, and confidence in every financial…” Source: company website · checked Sep 4, 2026
3	BCP GlobalPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	27
	“BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Source: company website · checked Sep 4, 2026
4	Creand Wealth Management Beta CapitalIndirect evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	27
	“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: company website · checked Sep 4, 2026
5	BlacktoroStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	25
	“BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Source: company website · checked Sep 4, 2026
6	Crystal Capital PartnersStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	24
	“Access to institutional-quality alternative investments is where other platforms finish.” Source: company website · checked Sep 4, 2026
7	Ballestas GroupStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	12
	“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…” Source: company website · checked Sep 4, 2026
8	Ocean Financial ServicesIndirect evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	10
	“At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Source: company website · checked Sep 4, 2026
9	Maredin Wealth AdvisorsStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	9
	“Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Source: company website · checked Sep 4, 2026
10	Sulzberger Capital AdvisorsPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	8
	“Sulzberger Capital Advisors works with individual U.S.” Source: company website · checked Sep 4, 2026
11	UpwealthPartial evidence	Miami, United StatesHQ checked Sep 4, 2026	1-10	8
	“Upwealth is a B2B2C digital asset infrastructure platform for U.S.” Source: company website · checked Sep 4, 2026
12	Numa Americas CorpPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	7
	“Wealth management advisory firm” Source: company website · checked Sep 4, 2026
13	ASG CapitalStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	6
	“ASG Capital is a Registered Investment Advisor in the State of Florida.” Source: company website · checked Sep 4, 2026
14	Bancaribe CapitalIndirect evidence	Miami, United StatesHQ checked Sep 4, 2026	1-10	5
	“Bancaribe Capital es una firma de asesoría de inversiones perteneciente al grupo Bancaribe, registrada y regulada en los Estados Unidos.” Source: company website · checked Sep 4, 2026
15	GOIStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	4
	“goi, pronounced joy, is a Registered Investment Advisor (RIA) focused on global multi-class asset management.” Source: company website · checked Sep 4, 2026
16	Galicia Capital Us, LLCPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	4
	“We connect people and companies with global investments.” Source: company website · checked Sep 4, 2026
17	Ironclad FamilyPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	4
	“IronClad Family helps financial advisors move beyond portfolio management and become indispensable to the families they serve.” Source: company website · checked Sep 4, 2026
18	Potomac Fund Management, INCPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	3
	“Our mission is to give Financial Advisors like you, the confidence to reach higher.” Source: company website · checked Sep 4, 2026
19	Tudor Advisors LLCStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	3
	“Tudor Advisors, headquartered in Miami, is a Registered Investment Advisor (RIA) in the State of Florida.” Source: company website · checked Sep 4, 2026
20	Forem Investments LLCStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	3
	“Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions.” Source: company website · checked Sep 4, 2026
21	Newport Beach Investment Group LLCPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	3
	“Since 2017, Newport Beach Investment Group has blended white-glove service with leading-edge technology, innovative ideas, and personal relationships.” Source: company website · checked Sep 4, 2026
22	Evergreen MoneyPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	11-50	2
	“We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Source: company website · checked Sep 4, 2026
23	LUX IPSIndirect evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	2
	Source: company website · checked Sep 4, 2026
24	Lion Capital AdvisorsStrong evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	1-10	2
	“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: company website · checked Sep 4, 2026

Showing 24 of 70 investment advisory platforms based in Miami, United States

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

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 70 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 advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, and records with no verified work email. Companies headquartered outside Miami are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence 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, 1,055 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 4, 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 advisory platforms by metro in the United States

Frequently asked

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

RevenueBase identified 70 investment advisory platforms headquartered in Miami, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Corient, headquartered in Miami, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 1,055 verified decision-maker contacts tracked across these 70 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 4, 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.