Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in Miami, United States

RevenueBase identified 55 company matches for philanthropic advisory firms associated with Miami, United States as of September 2026 and tracks 304 professional contacts across them, including 130 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Miami has 55.

This list covers company matches for philanthropic advisory firms 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 September 20, 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 Sep 20, 2026 How this list was built
55Companies
304Contacts tracked
130Verified emails
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The 25 largest philanthropic advisory firms based in Miami, United States

Ranked by team size
Top 25 of 55 company matches for philanthropic advisory firms based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMiami, FL, United StatesHQ recorded Sep 20, 202611-5067 contacts →

Exact match

“Formerly known as Guerra Financial Group.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchMiami, FL, United StatesHQ recorded Sep 20, 202611-5028 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 · Sep 20, 2026 · View company records in RevenueBase
3Exact matchMiami, FL, United StatesHQ recorded Sep 20, 202611-5014 contacts →

Exact match

“At Waters|Ortiz, we aspire to be a trusted leader in accounting and advisory services for nonprofits, empowering organizations nationwide to thrive in their missions while growing…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-1013 contacts →

Exact match

“Assure International is an independent and specialized consultancy firm focused on a holistic approach to the fiduciary and succession needs of HNWI, their families, and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchMiami, FL, United StatesHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchMiami, FL, United StatesHQ recorded Sep 20, 202611-5011 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“The Krim Group (TKG) is a boutique social impact consulting firm connecting ultra-high-net-worth individuals, family offices, global brands, and leading non-profits with the…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Lebec is a women-owned and led firm that specializes in innovative finance and philanthropy.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Chronos Strategies is a fundraising and growth advisory firm helping nonprofits, education institutions, and mission-driven organizations scale revenue and build sustainable…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Emergent Global Investments is boutique Wealth and Investment Management firm, focused on offer goals and values based investments.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchMiami, United StatesHQ recorded Sep 20, 20261-105 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 · Sep 20, 2026 · View company records in RevenueBase
13Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Everyone has their own definition of success, and it usually goes far beyond financial considerations.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchMiami, FL, United StatesHQ recorded Sep 20, 202611-505 contacts →

Exact match

“CPB Advisory es una empresa constituida en Estados Unidos que brinda servicios alrededor del mundo enfocados en la estructuración patrimonial y sucesoria, temas migratorios y…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Our team has 50 years of combined experience in the Wealth Management Industry.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“At Fuentes Hondermann Wealth Management, we treat all our clients with respect and privacy, taking to heart our commitment to earn their trust every day.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Level Up Impact Group, LLC is a one-stop-shop for grant research, writing, evaluation, program design, training, strategy, and capacity building.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Forem Investments is a boutique investments advisory firm targeting high net worth families and institutions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“We help nonprofits build sustainable fundraising strategies, engage major donors, and execute capital campaigns with confidence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“The Retirement Tax Planner: Retiring or recently retired from a publicly-traded company with appreciated company stock held in your 401(k)?”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Coral Wealth Management works with professionals, privately held businesses, business owners, and senior executives seeking personalized wealth management and financial guidance.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-102 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 · Sep 20, 2026 · View company records in RevenueBase
23Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Team 100 is a private investment consultant that helps athletes and entertainers turn cultural capital into long-term wealth and legacy.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Philanthropic Visions Mission Driven Fund Raising Strategies Our Approach: Fulfilling any non-profit’s mission requires the plan, personnel, and intention to meet immediate…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchMiami, FL, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Outset Partners provides advisory services to founders, private shareholders, and institutional asset managers from all geographic regions, which include Single and Multi-Family…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 55 philanthropic advisory firms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 130 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Philanthropic advisory firms based in Miami, United States at a glance

As of Sep 20, 2026
42.8%Verified-email coverage
5.5Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
12
51-200
1

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 55 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 “philanthropic advisory firms” 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 130 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 September 20, 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.

Philanthropic advisory firms 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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 55 company matches for philanthropic advisory firms associated with Miami, United States as of September 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?

Guerra Wealth Advisors 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 philanthropic advisory firms?

New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). Miami has 55.

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 130 professional contacts with verified work emails tracked across these 55 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 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 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.