Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in Miami, United States

Name: Wealth management consulting 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 29, 2026 180 companies tracked

RevenueBase identified 180 company matches for wealth management consulting firms associated with Miami, United States as of September 2026 and tracks 3,740 professional contacts across them, including 1,886 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Miami has 180.

This list covers company matches for wealth management consulting 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 29, 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 29, 2026 How this list was built

180Companies

3,740Contacts tracked

1,886Verified emails

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The 25 largest wealth management consulting firms based in Miami, United States

Ranked by team size

Top 25 of 180 company matches for wealth management consulting firms based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Corient	Exact match	Miami, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,215 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Santander Private Banking International	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	501-1,000	742 contacts →
	Exact match “Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	KSDT	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	201-500	229 contacts →
	Exact match “KSDT Advisors provides a full service line of professional services to include Tax, Advisory, Assurance, Accounting, Litigation, Wealth Management and more.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Grove Bank & Trust	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	160 contacts →
	Exact match “Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	119 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Bulltick	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	89 contacts →
	Exact match “Bulltick is an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, primarily from Latin America.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Guerra Wealth Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	67 contacts →
	Exact match “Formerly known as Guerra Financial Group.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Perfect Circle INC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	59 contacts →
	Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Dimension Capital Management	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	54 contacts →
	Exact match “Dimension Capital Management is an independent wealth management firm serving individuals, families and institutions in the US and abroad.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Valora	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	49 contacts →
	Exact match “At Valora, we deliver personalized advisory services with a human touch.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Gentrust	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	46 contacts →
	Exact match “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	GFG Capital, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	45 contacts →
	Exact match “Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Binvest International Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	36 contacts →
	Exact match “We are an international consulting boutique company, with more than a decade of experience in the financial and insurance market, focused on clients in the USA and LATAM.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Blacktoro	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	28 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 29, 2026 · View company records in RevenueBase
15	Savile Capital Group	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	27 contacts →
	Exact match “Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	ACP Group	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	26 contacts →
	Exact match “ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	MAX Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	18 contacts →
	Exact match “We are a financial management consulting firm in downtown Miami, Florida.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Passerelle Partners	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Klosters Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	15 contacts →
	Exact match “Gestión de patrimonios con un enfoque de Multi Family Office.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Element Pointe Family Office	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Element Pointe is an independent multi-family office and wealth management firm committed to guiding ultra-high-net-worth individuals and their families through important…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Private Client Group, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Ballestas Group	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Assure International Services LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	13 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 29, 2026 · View company records in RevenueBase
25	Global Wealth Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	13 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 29, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 180 wealth management consulting firms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 1,886 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management consulting firms based in Miami, United States at a glance

As of Sep 29, 2026

50.4%Verified-email coverage

20.8Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

119

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 180 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 “wealth management consulting 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 1,886 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 29, 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.

Wealth management consulting 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 “wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management consulting firms are there based in Miami, United States?

RevenueBase identified 180 company matches for wealth management consulting 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?

Corient 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 wealth management consulting firms?

New York leads the United States with 624 company records, followed by Atlanta (279) and Houston (265). Miami has 180.

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 1,886 professional contacts with verified work emails tracked across these 180 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 29, 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.