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 wealth management consulting firms headquartered in 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 wealth management consulting 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 29, 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 29, 2026 86% judged on-target in blind review

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 wealth management consulting firms based in Miami, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management consulting 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	Corient	Partial evidence	Miami, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,215 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 29, 2026
2	Santander Private Banking International	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	501-1,000	742 contacts →
	Strong evidence “Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group.” Source: RevenueBase Database · checked Sep 29, 2026
3	KSDT	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	201-500	229 contacts →
	Strong evidence “KSDT Advisors provides a full service line of professional services to include Tax, Advisory, Assurance, Accounting, Litigation, Wealth Management and more.” Source: RevenueBase Database · checked Sep 29, 2026
4	Grove Bank & Trust	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	51-200	160 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
5	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 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 29, 2026
6	Bulltick	Partial evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	51-200	89 contacts →
	Partial evidence “Bulltick is an international financial and wealth services firm supporting ultra-high net worth private clients and financial institutions, primarily from Latin America.” Source: RevenueBase Database · checked Sep 29, 2026
7	Guerra Wealth Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	67 contacts →
	Indirect evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 29, 2026
8	Perfect Circle INC	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	51-200	59 contacts →
	Strong evidence “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Source: RevenueBase Database · checked Sep 29, 2026
9	Dimension Capital Management	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	54 contacts →
	Strong evidence “Dimension Capital Management is an independent wealth management firm serving individuals, families and institutions in the US and abroad.” Source: RevenueBase Database · checked Sep 29, 2026
10	Valora	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	51-200	49 contacts →
	Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 29, 2026
11	Gentrust	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	46 contacts →
	Indirect evidence “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: RevenueBase Database · checked Sep 29, 2026
12	GFG Capital, LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	45 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
13	Binvest International Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	36 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
14	Blacktoro	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	28 contacts →
	Indirect evidence “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Source: RevenueBase Database · checked Sep 29, 2026
15	Savile Capital Group	Partial evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	27 contacts →
	Partial evidence “Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.” Source: RevenueBase Database · checked Sep 29, 2026
16	Creand Wealth Management Beta Capital	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	27 contacts →
	Strong 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 29, 2026
17	ACP Group	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	51-200	26 contacts →
	Indirect evidence “ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.” Source: RevenueBase Database · checked Sep 29, 2026
18	MAX Financial	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Strong evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 29, 2026
19	Passerelle Partners	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Indirect evidence “Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.” Source: RevenueBase Database · checked Sep 29, 2026
20	Klosters Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	1-10	15 contacts →
	Indirect evidence “Gestión de patrimonios con un enfoque de Multi Family Office.” Source: RevenueBase Database · checked Sep 29, 2026
21	Element Pointe Family Office	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
22	Private Client Group, LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
23	Ballestas Group	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 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 29, 2026
24	Assure International Services LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	1-10	13 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
25	Global Wealth Financial	Partial evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Partial evidence “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: RevenueBase Database · checked Sep 29, 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: wealth management consulting 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 wealth management consulting firms.
Partial evidence: Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management consulting 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 180 wealth management consulting firms based in Miami, United States

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management consulting 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 “wealth management consulting 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 wealth management consulting 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 wealth management consulting 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, 1,886 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 29, 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.

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

RevenueBase identified 180 wealth management consulting 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 in the United States has the most wealth management consulting firms?

New York leads the United States with 624 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,886 verified decision-maker contacts tracked across these 180 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 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 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.