Company lists · Data refreshed November 2026

Top 25 Single-family office services worldwide

Name: Single-family office services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 9,497 companies tracked

RevenueBase identified 9,497 company matches for single-family office services worldwide as of November 2026 and tracks 177,467 professional contacts across them, including 69,161 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for single-family office services worldwide, 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 November 6, 2026. Country and city lists for single-family office services follow the table.

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 Nov 6, 2026 How this list was built

9,497Companies

177,467Contacts tracked

69,161Verified emails

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The 25 largest single-family office services worldwide

Ranked by team size

Top 25 of 9,497 company matches for single-family office services worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Merrill Lynch	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	10001+	34,536 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	10001+	8,874 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Creative Planning	Exact match	Overland Park, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,331 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Nov 6, 2026	1,001-5,000	2,265 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Findex	Exact match	Melbourne, AustraliaHQ recorded Nov 6, 2026	1,001-5,000	1,706 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	501-1,000	1,659 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	1,262 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Nov 6, 2026	501-1,000	1,208 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Zedra Group	Exact match	St. Helier, JerseyHQ recorded Nov 6, 2026	1,001-5,000	938 contacts →
	Exact match “We are ZEDRA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Richter	Exact match	Montreal, ON, CanadaHQ recorded Nov 6, 2026	501-1,000	832 contacts →
	Exact match “Richter est un Bureau Familial \| d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Nov 6, 2026	501-1,000	774 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Nov 6, 2026	501-1,000	699 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Moneta	Exact match	Clayton, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	641 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Titan Wealth	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	616 contacts →
	Exact match “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	613 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 6, 2026	201-500	591 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Louvre Banque Privée	Exact match	Paris, FranceHQ recorded Nov 6, 2026	501-1,000	591 contacts →
	Exact match “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Monte Bravo	Exact match	Sao Paulo, BrazilHQ recorded Nov 6, 2026	501-1,000	587 contacts →
	Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Nov 6, 2026	501-1,000	561 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	501-1,000	560 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Nedbank Private Wealth	Exact match	United KingdomHQ recorded Nov 6, 2026	201-500	543 contacts →
	Exact match “From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Cresset	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	501-1,000	541 contacts →
	Exact match “Cresset is a firm built by clients, for clients.” Recorded in the RevenueBase company graph · Nov 6, 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 “single-family office services”. 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 9,497 single-family office services worldwide

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Single-family office services worldwide at a glance

As of Nov 6, 2026

39.0%Verified-email coverage

18.7Average contacts per company

1-10Median size (employees)

3.2%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

6,285

11-50

2,555

51-200

418

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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.
Coverage: Every country. Country and city lists for single-family office services are linked below.
What qualifies: Company records worldwide whose business descriptions match “single-family office services” 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. 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 69,161 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 November 6, 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.

Single-family office services by location

65 lists · largest first

Every Single-family office services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 “single-family office services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many single-family office services are there worldwide?

RevenueBase identified 9,497 company matches for single-family office services worldwide as of November 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?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most single-family office services?

The United States leads with 3,392 companies, followed by France (680) and the United Kingdom (501). Every single-family office services list by country and city is linked on this page.

Which city has the most single-family office services?

London leads with 301 company records, followed by Paris (252) and New York (218).

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 69,161 professional contacts with verified work emails tracked across these 9,497 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 November 6, 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.