September 15, 2025
RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in Miami that we thought you might like to know. For a more detailed list of RIAs in Miami, click here to see for free.
AUM: $143.63B
The organization Corient Private Wealth operates as a RIA specializing in comprehensive wealth management solutions for high-net-worth and ultra-high-net-worth clients. Headquartered at 830 Brickell Plaza, Miami, FL, Corient focuses on exceeding client expectations through a fiduciary, fee-only model, offering services such as family office solutions, holistic wealth management, and access to traditional and alternative investments. The firm's approach emphasizes collaboration among advisors to simplify lives and establish lasting legacies. Corient Private Wealth manages an AUM of $143.63B and provides a diverse range of alternative investments, including private equity, venture capital, private credit, and private real estate. These offerings aim to enhance returns and reduce volatility compared to traditional investments, catering to complex financial needs with a personalized and holistic advisory model. The firm's expertise in managing private investments underscores its commitment to tax efficiencies, inflation hedging, and tailored solutions for qualified investors in the Miami metro area.
AUM: $15.36B
WE Family Offices is an RIA specializing in Multi Family Office services. Situated at 701 Brickell Avenue Suite 2100, Miami, FL, the firm caters to ultra-high-net-worth families, with an average client relationship value of approximately $40M. Notably, a significant portion of their clientele is international. The organization advises on around $10.2 billion and manages an additional $3.9 billion, totaling assets under advisement or management of $14.1 billion. The firm's approach involves offering a tailored suite of alternative investment solutions focused on diversification, risk management, and long-term wealth preservation and growth. WE Family Offices provides personalized investment options and asset allocation guidelines, constructing individual portfolios rather than model-based ones. They cover both public and private markets, including private equity, debt, and real estate. Given the customized portfolio structure, the implementation of strategies post-approval may require time, with a history of early adoption of UCITs/Off-Shore vehicles if necessary. While not mandatory, a recommendation from Mercer is beneficial, as they frequently leverage Mercer as a resource. The firm is based in the Miami metro area.
3. CV AdvisorsAUM: $12.86B
CV Advisors is an RIA specializing in Multi Family Office services. The firm is headquartered at 19495 Biscayne Boulevard Suite 808, Aventura, FL, operating within the Miami metro area. Independently owned and SEC registered, CV Advisors offers tailored investment solutions to entrepreneurs, ultra-high net worth families, and select institutions.
CV Advisors manages an AUM of $12.86B, focusing on bespoke investment portfolios crafted through deep research. The firm emphasizes precision, cost efficiency, and disciplined risk management, catering to diverse mandates ranging from security-by-security portfolios to sophisticated endowment model strategies with top alternative managers. With a research-driven approach, CV Advisors aims to achieve clients' long-term objectives across market cycles.
AUM: $6.58B
Dimension Capital Management is an RIA and Multi Family Office based in Miami, FL. The firm, with headquarters at 2800 Ponce de Leon Boulevard 15th Floor, Coral Gables, FL, primarily caters to ultra high net worth clients, managing over $6.58B in AUM. Established in 1980, DCM has extensive experience as an investment advisor, emphasizing alternative investments such as private equity, venture capital, private credit, and real estate.
With a strong focus on private markets, Dimension Capital Management's manager research team, led by James Burke, Shrinivas Chellappa, and Jonathan Fischer, dedicates significant attention to diversifying client portfolios. The firm serves a diverse clientele, including individuals, families, and institutions in the US and globally. DCM's proactive approach to sourcing direct investments and its offshore client base showcase its commitment to providing tailored investment solutions across different market segments.
5. Gentrust Wealth ManagementAUM: $4.46B
Gentrust Wealth Management is an RIA specializing in Multi Family Office services. Situated at 1450 Brickell Avenue Suite 3050, Miami, FL, the firm operates within the Miami metro area. With an SEC registration, Gentrust offers comprehensive wealth and asset management services, overseeing approximately $4.46B in assets for high net worth individuals, families, family offices, and institutions.
The firm provides flexible and customizable investment solutions to clients, including through its subsidiary, Catenary Alternatives Asset Management, which focuses on a multi-manager platform concentrated in equities. Gentrust's presence spans across Miami, New York, Puerto Rico, and includes team members in the Washington DC area. The firm's commitment to tailored advisory services underscores its dedication to meeting the diverse needs of its clientele.
6. ArchPoint InvestorsAUM: $3.7B
ArchPoint Investors is an RIA specializing in Multi Family Office services. The firm is headquartered at 2701 S Le Jeune Rd, Suite 1111, Coral Gables, FL, operating within the Miami metro area. Founded in 2009 as Botty Investors, ArchPoint Investors focuses on meeting the financial objectives of its Family Office clientele across the United States, Europe, and South America.
ArchPoint Investors manages an AUM of $3.7B, employing a value-oriented investment strategy targeting middle-market companies in healthcare, technology, and industrial sectors. The firm's diversified portfolio includes private equity and venture capital investments. Known for its hands-on approach, ArchPoint Investors actively engages with portfolio companies to enhance operational efficiencies and strategic direction, providing not only capital but also industry expertise and operational support to foster growth.
7. Evensky & Katz/Foldes Wealth Management
AUM: $3.13B
Evensky & Katz/Foldes Wealth Management is an RIA specializing in Multi Family Office services. The firm is situated at 4000 Ponce de Leon Boulevard, Suite 850, Coral Gables, FL, and operates within the Miami metro area. Boasting a team of 35 professionals, including 19 certified CFP® practitioners, they manage assets totaling $2.6 billion. With over 35 years of experience, the firm prioritizes client-centricity and upholds fiduciary responsibilities diligently, offering personalized attention and in-depth research. The firm's AUM of $3.13B underscores its expertise in financial planning and goals-oriented investment management. They focus on portfolio construction, risk mitigation, manager selection, and asset allocation, delivering exceptional client experiences. With a commitment to clients' financial well-being, Evensky & Katz/Foldes Wealth Management distinguishes itself through integrity, dedication, and a personalized approach that sets them apart from larger Wall Street practices.
AUM: $3.12B
Valor Advisors is an RIA specializing in Multi Family Office services. Situated at 1441 Brickell Avenue Suite 1500, Miami, FL, the firm caters to ultra-high net worth families in Latin America. Valor Advisors distinguishes itself by delivering tailored solutions to safeguard and enhance clients' global wealth. The organization manages an AUM of $3.12B and customizes portfolios using a blend of fixed income, passive equity, active concentrated strategies, and selective allocations in private equity and real estate, primarily focusing on established brands such as KKR and Carlyle.
The Miami metro area serves as the operational hub for Valor Advisors. The firm's portfolio management approach involves maintaining an average family portfolio size ranging from $50M to $75M. Additionally, Valor Advisors emphasizes a UCITS structure for consideration and leverages a manager model that fosters customization and diversification. Notably, the firm's portfolio manager, Santiago, is based in Paris, enhancing the global perspective of its investment strategies.
AUM: $1.98B
Aliya Capital Partners is an RIA specializing in Multi Family Office services. Situated at 1395 Brickell Avenue Suite 1010, Miami, FL, the firm operates within the Miami metro area. Previously associated with Fortune Partners Group LLC, Aliya Capital Partners focuses on managing a community of families investing collectively to achieve significant financial and social impact.
Aliya Capital Partners oversees an AUM of $1.98B. Initially known for its pre-IPO investment strategies, the firm transitioned its operations to broaden its focus on niche alternative investments. Collaborating with Leste Group, the firm now offers diversified investment opportunities across public markets, private equity, real estate, structured credit, and litigation finance. This strategic shift aims to generate substantial returns and drive social impact through community-driven investment strategies.
AUM: $1.67B
Larch Capital Partners is an RIA specializing in Multi Family Office services. The firm is headquartered at 201 S Biscayne Boulevard, Suite 900, Miami, FL, operating within the Miami metro area. Larch Capital Partners focuses on wealth management, offering customized investment solutions managed in-house and through third-party managers.
Larch Capital Partners manages an AUM of $1.67B. The firm's platform emphasizes customized investment solutions managed internally and through third-party managers. Additionally, Larch Capital Partners considers private funds for diversification, catering to a comprehensive wealth management approach.
To see a full list of RIAs in Miami or other metros, book a demo of dakota marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
