Company lists · Data refreshed September 2026

Top 25 Investment management firms based in Miami, United States

Name: Investment management 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 20, 2026 85 companies tracked

RevenueBase identified 85 investment management firms headquartered in Miami, United States as of September 2026 and tracks 662 professional contacts across them, including 125 with verified work emails. New York is the largest hub.

This list covers investment management 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 20, 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 20, 2026 86% judged on-target in blind review

85Companies

662Contacts tracked

125Verified emails

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The 25 largest investment management firms based in Miami, United States

Ranked by team size

Top 25 of 85 investment management firms based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 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 20, 2026
2	Savile Capital Group	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 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 20, 2026
3	Creand Wealth Management Beta Capital	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Partial 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 20, 2026
4	MAX Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
5	Ballestas Group	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 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 20, 2026
6	Sierra Capital	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Source: RevenueBase Database · checked Sep 20, 2026
7	Chapman And Cardwell Capital Management	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Source: RevenueBase Database · checked Sep 20, 2026
8	Pecora Capital	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Strong evidence “Pecora Capital is a global investment management firm.” Source: RevenueBase Database · checked Sep 20, 2026
9	Harbor Ithaka	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Source: RevenueBase Database · checked Sep 20, 2026
10	Greytown Advisors, INC	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Greytown Advisors, an investment adviser registered with the United States Securities and Exchange Commission (“SEC”), is an investment firm with mandates of institutional asset…” Source: RevenueBase Database · checked Sep 20, 2026
11	Sulzberger Capital Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Sulzberger Capital Advisors works with individual U.S.” Source: RevenueBase Database · checked Sep 20, 2026
12	Valley Forge Capital Management	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Valley Forge is an award-winning hedge fund investment manager.” Source: RevenueBase Database · checked Sep 20, 2026
13	ASG Capital	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong 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 20, 2026
14	ASI Family Office	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “We promise effective and comprehensive wealth management for you, your family and your business.” Source: RevenueBase Database · checked Sep 20, 2026
15	Galicia Capital Us, LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “We connect people and companies with global investments.” Source: RevenueBase Database · checked Sep 20, 2026
16	Anthem Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Our team has 50 years of combined experience in the Wealth Management Industry.” Source: RevenueBase Database · checked Sep 20, 2026
17	Sunbridge Capital Partners LLC	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “Sunbridge Capital Partners is a boutique investment management firm offering investment opportunities for investors – both institutional and high net worth individuals.” Source: RevenueBase Database · checked Sep 20, 2026
18	Terrapin Asset Management	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Terrapin Asset Management is a boutique investment firm.” Source: RevenueBase Database · checked Sep 20, 2026
19	Stone Tower Capital Group LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Stone Tower Capital Group, LLC is a Boutique Financial Firm that specializes in providing comprehensive solutions to our customers.” Source: RevenueBase Database · checked Sep 20, 2026
20	Barboza Investment Group	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “Barboza Investment Group is a leading real estate investment firm in Miami, specializing in generating profitability and capital growth for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
21	Newport Beach Investment Group LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Since 2017, Newport Beach Investment Group has blended white-glove service with leading-edge technology, innovative ideas, and personal relationships.” Source: RevenueBase Database · checked Sep 20, 2026
22	NEW Horizon Management Consultants	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “New Horizon MC Financial Advisory program for individual and family wellness, we will develop customized financial planning, we will walk you through a step-by-step process that…” Source: RevenueBase Database · checked Sep 20, 2026
23	Gordon Wealth Financial Life Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Source: RevenueBase Database · checked Sep 20, 2026
24	AWA Capital Group	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Investment Management.” Source: RevenueBase Database · checked Sep 20, 2026
25	Maway Global Investments	Partial evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Have you ever considered looking at your investments from a global perspective?” Source: RevenueBase Database · checked Sep 20, 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 management 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 management firms.
Partial evidence: Its own public description names part of investment management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management 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 85 investment management firms based in Miami, United States

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Investment management firms based in Miami, United States at a glance

As of Sep 20, 2026

18.9%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

409.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 85 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 management 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 management 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 management 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 management 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, 125 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 20, 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 management 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 management 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 management firms are there based in Miami, United States?

RevenueBase identified 85 investment management 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?

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

Which city has the most investment management firms?

New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).

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 125 verified decision-maker contacts tracked across these 85 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 20, 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.