Company lists · Data refreshed September 2026
Top 25 Family office advisors worldwide
RevenueBase identified 37,298 family office advisors worldwide as of September 2026 and tracks 659,813 professional contacts across them, including 250,651 with verified work emails. The United States is the largest market and London the largest hub.
This list covers family office advisors worldwide, 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 20, 2026. Country and city lists for family office advisors follow the table.
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.
The 25 largest family office advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32,808 contacts → | ||||
Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27,212 contacts → | ||||
Indirect evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 24,283 contacts → | ||||
Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9,050 contacts → | ||||
Indirect evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8,191 contacts → | ||||
Partial evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6,589 contacts → | ||||
Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6,373 contacts → | ||||
Indirect evidence “Join us for a view into the elevated experience of J.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5,750 contacts → | ||||
Indirect evidence “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5,330 contacts → | ||||
Partial evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5,161 contacts → | ||||
Partial evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3,006 contacts → | ||||
Indirect evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2,898 contacts → | ||||
Partial evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,611 contacts → | ||||
Indirect evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,400 contacts → | ||||
Partial evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2,141 contacts → | ||||
Indirect evidence “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2,058 contacts → | ||||
Indirect evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,971 contacts → | ||||
Indirect evidence “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,951 contacts → | ||||
Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: family office advisors. 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 family office advisors.
- Partial evidence
- Its own public description names part of family office advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office advisors. 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 37,298 family office advisors worldwide
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Family office advisors worldwide at a glance
As of Sep 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
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 family office advisors, 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.
- Coverage
- Every country. Country and city lists for family office advisors are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “family office advisors”. 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 family office advisors), 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 family office advisors, and records with no verified work email.
- 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, 250,651 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 20, 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.
Family office advisors by location
241 lists · largest firstEvery Family office advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Family office advisors based in the United States15,812
- Family office advisors based in the United Kingdom2,734
- Family office advisors based in France2,272
- Family office advisors based in India1,887
- Family office advisors based in Canada1,475
- Family office advisors based in Australia1,363
- Family office advisors based in Switzerland956
- Family office advisors based in Brazil849
- Family office advisors based in Germany716
- Family office advisors based in South Africa501
- Family office advisors based in the United Arab Emirates343
- Family office advisors based in Singapore289
- Family office advisors based in Spain276
- Family office advisors based in the Netherlands256
- Family office advisors based in Italy232
- Family office advisors based in Mexico213
- Family office advisors based in Hong Kong208
- Family office advisors based in Belgium162
- Family office advisors based in Ireland125
- Family office advisors based in Malaysia122
- Family office advisors based in Israel115
- Family office advisors based in Argentina101
- Family office advisors based in Luxembourg90
- Family office advisors based in Chile74
- Family office advisors based in New Zealand72
- Family office advisors based in Nigeria64
- Family office advisors based in Austria60
- Family office advisors based in Colombia60
- Family office advisors based in Sweden59
- Family office advisors based in Mauritius53
- Family office advisors based in Monaco53
- Family office advisors based in Denmark51
- Family office advisors based in Cyprus46
- Family office advisors based in Poland41
- Family office advisors based in Liechtenstein37
- Family office advisors based in Peru37
- Family office advisors based in Panama36
- Family office advisors based in Portugal35
- Family office advisors based in Uruguay34
- Family office advisors based in Saudi Arabia30
- Family office advisors based in Thailand28
Cities
- Family office advisors based in London, United Kingdom834
- Family office advisors based in Paris, France564
- Family office advisors based in New York, United States539
- Family office advisors based in Sao Paulo, Brazil347
- Family office advisors based in Mumbai, India332
- Family office advisors based in Sydney, Australia251
- Family office advisors based in Toronto, Canada239
- Family office advisors based in Dallas, United States227
- Family office advisors based in Atlanta, United States219
- Family office advisors based in Zurich, Switzerland207
- Family office advisors based in Houston, United States200
- Family office advisors based in Chicago, United States198
- Family office advisors based in Miami, United States187
- Family office advisors based in San Diego, United States171
- Family office advisors based in Austin, United States162
- Family office advisors based in Geneva, Switzerland148
- Family office advisors based in San Francisco, United States147
- Family office advisors based in Melbourne, Australia145
- Family office advisors based in Boston, United States144
- Family office advisors based in Scottsdale, United States138
- Family office advisors based in Pune, India134
- Family office advisors based in Charlotte, United States133
- Family office advisors based in Denver, United States132
- Family office advisors based in Los Angeles, United States128
- Family office advisors based in New Delhi, India116
- Family office advisors based in Calgary, Canada111
- Family office advisors based in Tampa, United States107
- Family office advisors based in Lyon, France104
- Family office advisors based in Vancouver, Canada102
- Family office advisors based in Cincinnati, United States96
- Family office advisors based in Johannesburg, South Africa89
- Family office advisors based in Newport Beach, United States89
- Family office advisors based in Portland, United States88
- Family office advisors based in Bangalore, India87
- Family office advisors based in Seattle, United States83
- Family office advisors based in Indianapolis, United States81
- Family office advisors based in Kolkata, India81
- Family office advisors based in Boca Raton, United States79
- Family office advisors based in Irvine, United States79
- Family office advisors based in Cape Town, South Africa77
- Family office advisors based in Minneapolis, United States76
- Family office advisors based in Rio De Janeiro, Brazil75
- Family office advisors based in Montreal, Canada74
- Family office advisors based in Overland Park, United States73
- Family office advisors based in Raleigh, United States73
- Family office advisors based in Hamburg, Germany72
- Family office advisors based in Phoenix, United States71
- Family office advisors based in Toulouse, France70
- Family office advisors based in Ahmedabad, India68
- Family office advisors based in Bellevue, United States68
- Family office advisors based in Birmingham, United States68
- Family office advisors based in Bordeaux, France68
- Family office advisors based in Fort Worth, United States67
- Family office advisors based in Columbus, United States66
- Family office advisors based in Bengaluru, India65
- Family office advisors based in Lugano, Switzerland63
- Family office advisors based in Omaha, United States63
- Family office advisors based in Pittsburgh, United States63
- Family office advisors based in San Antonio, United States62
- Family office advisors based in Columbia, United States60
- Family office advisors based in Grand Rapids, United States60
- Family office advisors based in Rochester, United States60
- Family office advisors based in Manchester, United Kingdom59
- Family office advisors based in Salt Lake City, United States57
- Family office advisors based in Greenville, United States56
- Family office advisors based in Brisbane, Australia55
- Family office advisors based in Las Vegas, United States55
- Family office advisors based in Sarasota, United States55
- Family office advisors based in Washington, United States55
- Family office advisors based in Louisville, United States54
- Family office advisors based in Richmond, United States53
- Family office advisors based in Wilmington, United States53
- Family office advisors based in Madison, United States52
- Family office advisors based in Orlando, United States52
- Family office advisors based in Chennai, India51
- Family office advisors based in Naples, United States51
- Family office advisors based in Nashville, United States51
- Family office advisors based in Hyderabad, India50
- Family office advisors based in Greenwood Village, United States49
- Family office advisors based in Pasadena, United States49
- Family office advisors based in Colorado Springs, United States48
- Family office advisors based in Coral Gables, United States48
- Family office advisors based in Jacksonville, United States48
- Family office advisors based in Cleveland, United States47
- Family office advisors based in Fort Lauderdale, United States47
- Family office advisors based in Memphis, United States47
- Family office advisors based in Walnut Creek, United States46
- Family office advisors based in Berlin, Germany45
- Family office advisors based in Ottawa, Canada45
- Family office advisors based in Plano, United States45
- Family office advisors based in Tulsa, United States44
- Family office advisors based in Edinburgh, United Kingdom43
- Family office advisors based in Springfield, United States43
- Family office advisors based in Troy, United States43
- Family office advisors based in Winnipeg, Canada43
- Family office advisors based in Lexington, United States40
- Family office advisors based in Zug, Switzerland40
- Family office advisors based in Edmonton, Canada38
- Family office advisors based in Glasgow, United Kingdom38
- Family office advisors based in Mississauga, Canada38
- Family office advisors based in Philadelphia, United States38
- Family office advisors based in Charleston, United States37
- Family office advisors based in Leeds, United Kingdom37
- Family office advisors based in Pretoria, South Africa37
- Family office advisors based in Alpharetta, United States36
- Family office advisors based in Beverly Hills, United States36
- Family office advisors based in Frisco, United States36
- Family office advisors based in Oklahoma City, United States36
- Family office advisors based in Baton Rouge, United States35
- Family office advisors based in Belo Horizonte, Brazil35
- Family office advisors based in Gurugram, India35
- Family office advisors based in Curitiba, Brazil34
- Family office advisors based in Mclean, United States34
- Family office advisors based in Melville, United States34
- Family office advisors based in Porto Alegre, Brazil34
- Family office advisors based in Buffalo, United States33
- Family office advisors based in Franklin, United States33
- Family office advisors based in Lake Oswego, United States33
- Family office advisors based in Santa Barbara, United States33
- Family office advisors based in The Woodlands, United States33
- Family office advisors based in Westlake Village, United States33
- Family office advisors based in Knoxville, United States32
- Family office advisors based in Boise, United States31
- Family office advisors based in Brentwood, United States31
- Family office advisors based in Greensboro, United States31
- Family office advisors based in Perth, Australia31
- Family office advisors based in San Jose, United States31
- Family office advisors based in Tucson, United States31
- Family office advisors based in Adelaide, Australia30
- Family office advisors based in Boulder, United States30
- Family office advisors based in Burlington, Canada30
- Family office advisors based in Fort Wayne, United States30
- Family office advisors based in Minnetonka, United States30
- Family office advisors based in Nantes, France30
- Family office advisors based in Sacramento, United States30
- Family office advisors based in Bethesda, United States29
- Family office advisors based in Kansas City, United States29
- Family office advisors based in Lafayette, United States29
- Family office advisors based in Stamford, United States29
- Family office advisors based in Ann Arbor, United States28
- Family office advisors based in Annapolis, United States28
- Family office advisors based in Baltimore, United States28
- Family office advisors based in Bristol, United Kingdom28
- Family office advisors based in Englewood, United States28
- Family office advisors based in North Sydney, Australia28
- Family office advisors based in Northbrook, United States28
- Family office advisors based in Oakville, Canada28
- Family office advisors based in West Chester, United States28
- Family office advisors based in Woodbury, United States28
- Family office advisors based in Birmingham, United Kingdom27
- Family office advisors based in Bloomington, United States27
- Family office advisors based in Carmel, United States27
- Family office advisors based in Fort Collins, United States27
- Family office advisors based in Honolulu, United States27
- Family office advisors based in Lincoln, United States27
- Family office advisors based in Little Rock, United States27
- Family office advisors based in Pittsford, United States27
- Family office advisors based in Red Bank, United States27
- Family office advisors based in Rockville, United States27
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 family office advisors, 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 family office advisors are there worldwide?
RevenueBase identified 37,298 family office advisors worldwide 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?
Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.
Which country has the most family office advisors?
The United States leads with 15,812 companies, followed by the United Kingdom (2,734) and France (2,272). Every family office advisors list by country and city is linked on this page.
Which city has the most family office advisors?
London leads with 860 headquartered companies, followed by Paris (564) and New York (539).
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 250,651 verified decision-maker contacts tracked across these 37,298 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 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 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.