Company lists · Data refreshed September 2026

Top 25 Investment firms based in Miami, United States

Name: Investment firms based in Miami, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 202 companies tracked

RevenueBase identified 202 investment firms headquartered in Miami, United States as of September 2026 and tracks 8,634 professional contacts across them, including 4,412 with verified work emails. Across the United States, New York is the largest hub for this category (996 companies); Miami has 202.

This list covers investment 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 14, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

202Companies

8,634Contacts tracked

4,412Verified emails

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The 25 largest investment firms based in Miami, United States

Ranked by team size

Top 25 of 202 investment firms based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Citadel	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	1,001-5,000	4,261 contacts →
	Strong evidence “Our ambition at Citadel is to be the most successful investment firm of all time.” Source: RevenueBase Database · checked Sep 14, 2026
2	H.I.G. Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	501-1,000	1,301 contacts →
	Indirect evidence “H.I.G.” Source: RevenueBase Database · checked Sep 14, 2026
3	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 14, 2026	1,001-5,000	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 14, 2026
4	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	51-200	119 contacts →
	Indirect evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 14, 2026
5	Vectorglobal WMG	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	51-200	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 14, 2026
6	Pennantpark	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	51-200	77 contacts →
	Indirect evidence “PennantPark offers investors selectively designed exposure to middle market credit.” Source: RevenueBase Database · checked Sep 14, 2026
7	Valora	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	51-200	49 contacts →
	Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 14, 2026
8	Gentrust	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	46 contacts →
	Strong evidence “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: RevenueBase Database · checked Sep 14, 2026
9	Proxy Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	51-200	43 contacts →
	Indirect evidence “Proxy Financial is an avant-garde financial services company offering turn-key capital solutions on a global platform through finance vehicle architecture, fund monitoring, fund…” Source: RevenueBase Database · checked Sep 14, 2026
10	Miura Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	501-1,000	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 14, 2026
11	Savile Capital Group	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	27 contacts →
	Strong evidence “Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.” Source: RevenueBase Database · checked Sep 14, 2026
12	Creand Wealth Management Beta Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	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 14, 2026
13	White Wolf Capital Group	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	26 contacts →
	Strong evidence “White Wolf Capital Group is a diversified investment management firm that provides investors with access to both private and public strategies.” Source: RevenueBase Database · checked Sep 14, 2026
14	Rainmaker Securities, LLC	Indirect evidence	Miami, United StatesHQ checked Sep 14, 2026	11-50	24 contacts →
	Indirect evidence “RMS is engaged by its clients to make referrals to buyers or sellers of securities.” Source: RevenueBase Database · checked Sep 14, 2026
15	Mariva Capital Markets	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	1-10	20 contacts →
	Indirect evidence “We are an independent Broker Dealer founded in 2013 and registered member of FINRA and the Securities and Exchange Commission and also part of SIPC (Securities Investor Protection…” Source: RevenueBase Database · checked Sep 14, 2026
16	Ballard Global	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	19 contacts →
	Strong evidence “Ballard Global is a private investment firm providing opportunities for investors to maximize tax-deferred growth, protect capital through diversification, or create passive…” Source: RevenueBase Database · checked Sep 14, 2026
17	MAX Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 14, 2026
18	Eb5 United	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	1-10	16 contacts →
	Strong evidence “Our deep understanding that your investment represents your family’s future guides EB5 United.” Source: RevenueBase Database · checked Sep 14, 2026
19	Lafise Securities	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	1-10	15 contacts →
	Indirect evidence “Puesto de Bolsa registrado en Estados Unidos, basado principalmente en el Estado de la Florida y miembro de FINRA Y SIPC.” Source: RevenueBase Database · checked Sep 14, 2026
20	Private Client Group, LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect 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 14, 2026
21	Lionheart Capital	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Strong evidence “Lionheart Capital is a Miami-based diversified investment firm focused on building shareholder value in high-growth companies.” Source: RevenueBase Database · checked Sep 14, 2026
22	Impact Capital Global	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	51-200	14 contacts →
	Indirect evidence “IMPACT Capital Global offers advanced stock market analytics, exclusive access to global private equity deals, and capital-raising advisory services.” Source: RevenueBase Database · checked Sep 14, 2026
23	Ballestas Group	Strong evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	1-10	14 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
24	Newflow Partners	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	13 contacts →
	Indirect evidence “Newflow Partners is a strategic advisory firm that works with a select group of private equity firms, family offices and entrepreneurs.” Source: RevenueBase Database · checked Sep 14, 2026
25	United Capital Markets	Indirect evidence	Miami, FL, United StatesHQ checked Sep 14, 2026	11-50	11 contacts →
	Indirect evidence “United Capital Markets (UCM) is an institutional broker dealer specializing in buying distressed CMBS / RMBS / ABS (Structured Finance) securities almost entirely as principal.” Source: RevenueBase Database · checked Sep 14, 2026

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 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 firms.
Partial evidence: Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 202 investment firms based in Miami, United States

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Investment firms based in Miami, United States at a glance

As of Sep 14, 2026

51.1%Verified-email coverage

42.7Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

130

11-50

51-200

201-500

501-1,000

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 202 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 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 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 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 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, 4,412 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 14, 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 firms by metro in the United States

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 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 firms are there based in Miami, United States?

RevenueBase identified 202 investment 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?

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

Which city in the United States has the most investment firms?

New York leads the United States with 996 headquartered companies, followed by Chicago (285) and Dallas (281). Miami has 202.

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 4,412 verified decision-maker contacts tracked across these 202 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 14, 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.