Company lists · Data refreshed September 2026
Top 25 Family office investment firms worldwide
RevenueBase identified 24,777 family office investment firms worldwide as of September 2026 and tracks 512,790 professional contacts across them, including 205,583 with verified work emails. The United States is the largest market and London the largest hub.
This list covers family office investment firms 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 28, 2026. Country and city lists for family office investment firms 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 investment firms 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 28, 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27,212 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9,050 contacts → | ||||
Indirect evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6,373 contacts → | ||||
Indirect evidence “Join us for a view into the elevated experience of J.P.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5,330 contacts → | ||||
Partial evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5,161 contacts → | ||||
Indirect evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3,006 contacts → | ||||
Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2,769 contacts → | ||||
Partial evidence “Pictet is an investment-led service company, offering wealth management, asset management and related services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,927 contacts → | ||||
Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,885 contacts → | ||||
Indirect evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,878 contacts → | ||||
Partial evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 28, 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 investment 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 family office investment firms.
- Partial evidence
- Its own public description names part of family office investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office investment 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 24,777 family office investment firms worldwide
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Family office investment firms worldwide at a glance
As of Sep 28, 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 investment 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.
- Coverage
- Every country. Country and city lists for family office investment firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “family office investment 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 family office investment 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 family office investment firms, 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, 205,583 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 28, 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 investment firms by location
148 lists · largest firstEvery Family office investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Family office investment firms based in the United States10,410
- Family office investment firms based in France1,702
- Family office investment firms based in the United Kingdom1,485
- Family office investment firms based in India1,066
- Family office investment firms based in Canada978
- Family office investment firms based in Switzerland795
- Family office investment firms based in Australia652
- Family office investment firms based in Brazil542
- Family office investment firms based in Germany478
- Family office investment firms based in the United Arab Emirates306
- Family office investment firms based in Singapore277
- Family office investment firms based in South Africa257
- Family office investment firms based in Spain214
- Family office investment firms based in Hong Kong207
- Family office investment firms based in the Netherlands155
- Family office investment firms based in Italy150
- Family office investment firms based in Mexico124
- Family office investment firms based in Belgium116
- Family office investment firms based in Israel92
- Family office investment firms based in Luxembourg79
- Family office investment firms based in Sweden55
- Family office investment firms based in Chile51
- Family office investment firms based in Denmark51
- Family office investment firms based in Ireland51
- Family office investment firms based in Austria50
- Family office investment firms based in Argentina44
- Family office investment firms based in New Zealand41
- Family office investment firms based in Cyprus38
- Family office investment firms based in Nigeria38
- Family office investment firms based in Liechtenstein37
- Family office investment firms based in Saudi Arabia36
- Family office investment firms based in Mauritius35
- Family office investment firms based in Peru30
- Family office investment firms based in Portugal30
- Family office investment firms based in Panama29
- Family office investment firms based in Thailand26
- Family office investment firms based in Norway25
Cities
- Family office investment firms based in London, United Kingdom666
- Family office investment firms based in New York, United States492
- Family office investment firms based in Paris, France461
- Family office investment firms based in Singapore, Singapore246
- Family office investment firms based in Sao Paulo, Brazil234
- Family office investment firms based in Toronto, Canada220
- Family office investment firms based in Mumbai, India201
- Family office investment firms based in Dubai, United Arab Emirates198
- Family office investment firms based in Zurich, Switzerland190
- Family office investment firms based in Dallas, United States186
- Family office investment firms based in Chicago, United States172
- Family office investment firms based in Miami, United States162
- Family office investment firms based in Sydney, Australia160
- Family office investment firms based in Atlanta, United States155
- Family office investment firms based in Houston, United States153
- Family office investment firms based in Geneva, Switzerland134
- Family office investment firms based in San Diego, United States128
- Family office investment firms based in Boston, United States125
- Family office investment firms based in San Francisco, United States124
- Family office investment firms based in Hong Kong, Hong Kong120
- Family office investment firms based in Los Angeles, United States111
- Family office investment firms based in Austin, United States106
- Family office investment firms based in Melbourne, Australia99
- Family office investment firms based in Denver, United States97
- Family office investment firms based in Scottsdale, United States95
- Family office investment firms based in Vancouver, Canada85
- Family office investment firms based in Charlotte, United States82
- Family office investment firms based in Calgary, Canada78
- Family office investment firms based in Madrid, Spain78
- Family office investment firms based in Lyon, France76
- Family office investment firms based in New Delhi, India75
- Family office investment firms based in Pune, India74
- Family office investment firms based in Newport Beach, United States67
- Family office investment firms based in Seattle, United States67
- Family office investment firms based in Luxembourg, Luxembourg66
- Family office investment firms based in Tampa, United States66
- Family office investment firms based in Bangalore, India65
- Family office investment firms based in Irvine, United States63
- Family office investment firms based in Cincinnati, United States62
- Family office investment firms based in Hamburg, Germany57
- Family office investment firms based in Lugano, Switzerland57
- Family office investment firms based in Portland, United States57
- Family office investment firms based in Indianapolis, United States54
- Family office investment firms based in Rio De Janeiro, Brazil54
- Family office investment firms based in Toulouse, France54
- Family office investment firms based in Barcelona, Spain52
- Family office investment firms based in Bengaluru, India52
- Family office investment firms based in Bordeaux, France52
- Family office investment firms based in Montreal, Canada52
- Family office investment firms based in Minneapolis, United States50
- Family office investment firms based in Johannesburg, South Africa48
- Family office investment firms based in Overland Park, United States48
- Family office investment firms based in Bellevue, United States47
- Family office investment firms based in Boca Raton, United States47
- Family office investment firms based in Birmingham, United States45
- Family office investment firms based in Naples, United States45
- Family office investment firms based in Pittsburgh, United States45
- Family office investment firms based in Berlin, Germany43
- Family office investment firms based in Cape Town, South Africa43
- Family office investment firms based in Fort Worth, United States43
- Family office investment firms based in Columbus, United States42
- Family office investment firms based in Omaha, United States42
- Family office investment firms based in Phoenix, United States42
- Family office investment firms based in Raleigh, United States42
- Family office investment firms based in Washington, United States42
- Family office investment firms based in Zug, Switzerland41
- Family office investment firms based in Las Vegas, United States40
- Family office investment firms based in San Antonio, United States40
- Family office investment firms based in Sarasota, United States39
- Family office investment firms based in Cleveland, United States38
- Family office investment firms based in Nashville, United States38
- Family office investment firms based in Richmond, United States38
- Family office investment firms based in Salt Lake City, United States38
- Family office investment firms based in Madison, United States37
- Family office investment firms based in Grand Rapids, United States36
- Family office investment firms based in Louisville, United States36
- Family office investment firms based in Wilmington, United States36
- Family office investment firms based in Memphis, United States35
- Family office investment firms based in Columbia, United States34
- Family office investment firms based in Hyderabad, India33
- Family office investment firms based in Ottawa, Canada33
- Family office investment firms based in Rochester, United States33
- Family office investment firms based in Jacksonville, United States32
- Family office investment firms based in Fort Lauderdale, United States31
- Family office investment firms based in Pasadena, United States31
- Family office investment firms based in Santa Barbara, United States31
- Family office investment firms based in Greenwood Village, United States30
- Family office investment firms based in Orlando, United States30
- Family office investment firms based in Walnut Creek, United States30
- Family office investment firms based in Beverly Hills, United States29
- Family office investment firms based in Brisbane, Australia29
- Family office investment firms based in Coral Gables, United States29
- Family office investment firms based in Greenville, United States29
- Family office investment firms based in Milan, Italy29
- Family office investment firms based in Milano, Italy29
- Family office investment firms based in Charleston, United States28
- Family office investment firms based in Manchester, United Kingdom28
- Family office investment firms based in Plano, United States28
- Family office investment firms based in Riyadh, Saudi Arabia28
- Family office investment firms based in Lexington, United States27
- Family office investment firms based in Springfield, United States27
- Family office investment firms based in Baton Rouge, United States26
- Family office investment firms based in Chennai, India26
- Family office investment firms based in Colorado Springs, United States26
- Family office investment firms based in Philadelphia, United States26
- Family office investment firms based in Tulsa, United States26
- Family office investment firms based in Winnipeg, Canada26
- Family office investment firms based in Perth, Australia25
- Family office investment firms based in Porto Alegre, Brazil25
- Family office investment firms based in St. Louis, United States25
- Family office investment firms based in Stockholm, Sweden25
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 investment 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 family office investment firms are there worldwide?
RevenueBase identified 24,777 family office investment firms 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 investment firms?
The United States leads with 10,410 companies, followed by France (1,702) and the United Kingdom (1,485). Every family office investment firms list by country and city is linked on this page.
Which city has the most family office investment firms?
London leads with 680 headquartered companies, followed by New York (492) and Paris (461).
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 205,583 verified decision-maker contacts tracked across these 24,777 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 28, 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.