Skip to main content

Company lists · Data refreshed September 2026

Top 19 Investment firms based in Miami, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 208 companies tracked

RevenueBase identified 208 investment firms headquartered in Miami, United States as of September 2026 and tracks 3,209 professional contacts across them, including 1,491 with verified work emails. New York is the largest hub.

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, 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
208Companies
3,209Contacts tracked
1,491Verified emails
Unlock all 208 companies Free signup · no credit card · 500 free credits

The 19 largest investment firms based in Miami, United States

Ranked by team size
Top 19 of 208 investment firms 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 firms: 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.
#CompanyHeadquartersEmployeesContacts
1
CorientIndirect evidence
Miami, United StatesHQ checked Sep 4, 20261,001-5,0001,201

“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
Vectorglobal WMGIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202651-200117

“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: company website · checked Sep 4, 2026
3
ValoraIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202651-20049

“At Valora, we deliver personalized advisory services with a human touch.”

Source: company website · checked Sep 4, 2026
4
GentrustStrong evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5046

“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.”

Source: company website · checked Sep 4, 2026
5
Proxy FinancialIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202651-20042

“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: company website · checked Sep 4, 2026
6
Miura CapitalIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 2026501-1,00034

“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: company website · checked Sep 4, 2026
7
Creand Wealth Management Beta CapitalIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5027

“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
8
Rainmaker Securities, LLCIndirect evidence
Miami, United StatesHQ checked Sep 4, 202611-5023

“RMS is engaged by its clients to make referrals to buyers or sellers of securities.”

Source: company website · checked Sep 4, 2026
9
Mariva Capital MarketsIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 20261-1020

“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: company website · checked Sep 4, 2026
10
Ballard GlobalStrong evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5019

“Ballard Global is a private investment firm providing opportunities for investors to maximize tax-deferred growth, protect capital through diversification, or create passive…”

Source: company website · checked Sep 4, 2026
11
MAX FinancialIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5018

“We are a financial management consulting firm in downtown Miami, Florida.”

Source: company website · checked Sep 4, 2026
12
Eb5 UnitedStrong evidence
Miami, FL, United StatesHQ checked Sep 4, 20261-1016

“Our deep understanding that your investment represents your family’s future guides EB5 United.”

Source: company website · checked Sep 4, 2026
13
Lafise SecuritiesIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 20261-1015

“Puesto de Bolsa registrado en Estados Unidos, basado principalmente en el Estado de la Florida y miembro de FINRA Y SIPC.”

Source: company website · checked Sep 4, 2026
14
Private Client Group, LLCIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5014

“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: company website · checked Sep 4, 2026
15
Newflow PartnersIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5013

“Newflow Partners is a strategic advisory firm that works with a select group of private equity firms, family offices and entrepreneurs.”

Source: company website · checked Sep 4, 2026
16
Lionheart CapitalStrong evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5012

“Lionheart Capital is a Miami-based diversified investment firm focused on building shareholder value in high-growth companies.”

Source: company website · checked Sep 4, 2026
17
Ballestas GroupStrong evidence
Miami, FL, United StatesHQ checked Sep 4, 20261-1012

“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
18
United Capital MarketsIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5011

“United Capital Markets (UCM) is an institutional broker dealer specializing in buying distressed CMBS / RMBS / ABS (Structured Finance) securities almost entirely as principal.”

Source: company website · checked Sep 4, 2026
19
Sierra CapitalIndirect evidence
Miami, FL, United StatesHQ checked Sep 4, 202611-5011

“At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.”

Source: company website · checked Sep 4, 2026

Showing 19 of 208 investment firms based in Miami, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,491 reachable decision-makers.

Free signup · no credit card

See all 208 companies

Investment firms based in Miami, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
131
11-50
57
51-200
14
201-500
2
501-1,000
1
1,001-5,000
1

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 208 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 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 firms”. 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 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 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, 1,491 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 208 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?

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

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 1,491 verified decision-maker contacts tracked across these 208 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.

Ready to reach these companies? Verified emails and direct dials for all 208 investment firms based in Miami, United States. Start with a free account, no credit card.

Get the full list

Related lists

Browse: Companies home · Investment firms in United States · All United States lists · All Investment firms lists · New lists

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