Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in Miami, United States

RevenueBase identified 202 private equity advisors headquartered in Miami, United States as of September 2026 and tracks 1,004 professional contacts across them, including 311 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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 5, 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 5, 2026 86% judged on-target in blind review
202Companies
1,004Contacts tracked
311Verified emails
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The 25 largest private equity advisors based in Miami, United States

Ranked by team size
Top 25 of 202 private equity advisors based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: 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
ValoraPartial evidence
Miami, FL, United StatesHQ checked Sep 5, 202651-20049

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

Source: company website · checked Sep 5, 2026
2
Arcadia CapitalPartial evidence
Miami, FL, United StatesHQ checked Sep 5, 202611-5048

“Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem.”

Source: company website · checked Sep 5, 2026
3
GentrustPartial evidence
Miami, FL, United StatesHQ checked Sep 5, 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 5, 2026
4
Proxy FinancialIndirect evidence
Miami, FL, United StatesHQ checked Sep 5, 202651-20043

“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 5, 2026
5
Culmen CapitalPartial evidence
Miami, United StatesHQ checked Sep 5, 202611-5028

“Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.”

Source: company website · checked Sep 5, 2026
6Miami, FL, United StatesHQ checked Sep 5, 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 5, 2026
7
White Wolf Capital GroupPartial evidence
Miami, FL, United StatesHQ checked Sep 5, 202611-5026

“White Wolf Capital Group is a diversified investment management firm that provides investors with access to both private and public strategies.”

Source: company website · checked Sep 5, 2026
8
MAX FinancialIndirect evidence
Miami, FL, United StatesHQ checked Sep 5, 202611-5018

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

Source: company website · checked Sep 5, 2026
9
Cassel Salpeter And COIndirect evidence
Miami, FL, United StatesHQ checked Sep 5, 202611-5015

“Cassel Salpeter & Co.”

Source: company website · checked Sep 5, 2026
10
Impact Capital GlobalStrong evidence
Miami, FL, United StatesHQ checked Sep 5, 202651-20014

“IMPACT Capital Global offers advanced stock market analytics, exclusive access to global private equity deals, and capital-raising advisory services.”

Source: company website · checked Sep 5, 2026
11
Ballestas GroupStrong evidence
Miami, FL, United StatesHQ checked Sep 5, 20261-1014

“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 5, 2026
12
Zink SolutionsIndirect evidence
Miami, United StatesHQ checked Sep 5, 20261-1013

“Building bridges and connecting the dots between USA, Latam and Europe while creating solutions for our partners ZINK Solutions serves wealthy families manage risks of assets and…”

Source: company website · checked Sep 5, 2026
13
Newflow PartnersStrong evidence
Miami, FL, United StatesHQ checked Sep 5, 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 5, 2026
14
InvermasterIndirect evidence
Miami, FL, United StatesHQ checked Sep 5, 202611-5013

“Invermaster is an investment banking boutique and a venture capital firm.”

Source: company website · checked Sep 5, 2026
15
Harbor IthakaPartial evidence
Miami, FL, United StatesHQ checked Sep 5, 20261-109

“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: company website · checked Sep 5, 2026
16Miami, FL, United StatesHQ checked Sep 5, 202611-508

“Welcy Capital Advisors LLC, a Florida Limited Liability Corporation (“WCA”), is an investment adviser that provides investment advisory services to private investment funds…”

Source: company website · checked Sep 5, 2026
17
Greytown Advisors, INCPartial evidence
Miami, FL, United StatesHQ checked Sep 5, 20261-108

“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: company website · checked Sep 5, 2026
18
J2advisorsPartial evidence
Miami, FL, United StatesHQ checked Sep 5, 20261-108

“J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.”

Source: company website · checked Sep 5, 2026
19
BEO Investments LLCStrong evidence
Miami, FL, United StatesHQ checked Sep 5, 20261-108

“BEO Investments LLC is a private equity firm providing institutional-grade investment opportunities built on discipline, transparency, and trust.”

Source: company website · checked Sep 5, 2026
20Miami, FL, United StatesHQ checked Sep 5, 20261-108

“Trilogy Capital Group, LLC is a private equity group principally engaged in the development of a series of private-to-public companies.”

Source: company website · checked Sep 5, 2026
21Miami, FL, United StatesHQ checked Sep 5, 20261-108

“Sulzberger Capital Advisors works with individual U.S.”

Source: company website · checked Sep 5, 2026
22
Kbis CapitalStrong evidence
Miami, FL, United StatesHQ checked Sep 5, 202611-507

“KBIS Capital is a real estate private equity firm that specializes in investing in US Real Estate Assets.”

Source: company website · checked Sep 5, 2026
23
Schwendel-Van DeusenIndirect evidence
Miami, FL, United StatesHQ checked Sep 5, 202611-506

“Schwendel-Van Deusen is a global boutique investment bank focused on advising clients on strategic and transformative transactions.”

Source: company website · checked Sep 5, 2026
24
FCL Capital PartnersStrong evidence
Miami, FL, United StatesHQ checked Sep 5, 20261-106

“FCL Capital Partners is a Private Equity and Investment Banking firm focused on founder-led and family-owned businesses across North America.”

Source: company website · checked Sep 5, 2026
25
ASI Family OfficeIndirect evidence
Miami, FL, United StatesHQ checked Sep 5, 20261-106

“We promise effective and comprehensive wealth management for you, your family and your business.”

Source: company website · checked Sep 5, 2026

Showing 25 of 202 private equity advisors based in Miami, United States

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Private equity advisors based in Miami, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
130
11-50
62
51-200
9
201-500
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 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 private equity advisors, 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 “private equity advisors”. 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 private equity advisors, 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, 311 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Miami, United States?

RevenueBase identified 202 private equity advisors 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?

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

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (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 311 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 5, 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.