Company lists · Data refreshed September 2026
Top 25 Family office administrators based in the United States
RevenueBase identified 1,468 company matches for family office administrators associated with the United States as of September 2026 and tracks 22,514 professional contacts across them, including 10,371 with verified work emails. New York is the largest hub.
This list covers company matches for family office administrators associated with the United States, 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 September 20, 2026.
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.
The 25 largest family office administrators based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,434 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,346 contacts → | ||||
Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 1,217 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 542 contacts → | ||||
Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 472 contacts → | ||||
Exact match “Cresset is a firm built by clients, for clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 330 contacts → | ||||
Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 303 contacts → | ||||
Exact match “Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 290 contacts → | ||||
Exact match “Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 243 contacts → | ||||
Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 206 contacts → | ||||
Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 199 contacts → | ||||
Exact match “Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 195 contacts → | ||||
Exact match “Fremont Group is the family office for the Bechtel Family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 189 contacts → | ||||
Exact match “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 174 contacts → | ||||
Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 166 contacts → | ||||
Exact match “Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 163 contacts → | ||||
Exact match “Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 146 contacts → | ||||
Exact match “Liberty Group is a Single Family Office serving as a fully discretionary platform focused on preservation and diversification of capital across nearly $1Billion USD in portfolio…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 143 contacts → | ||||
Exact match “We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 131 contacts → | ||||
Exact match “As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 128 contacts → | ||||
Exact match “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 121 contacts → | ||||
Exact match “f -$25 ://./2026/06/22/-2026.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 119 contacts → | ||||
Exact match “AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 110 contacts → | ||||
Exact match “Established in 1994, the Q Family Office is an organization that combines an 30 year history with a deep entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 105 contacts → | ||||
Exact match “Our purpose is to simplify the challenges that come with generational wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 103 contacts → | ||||
Exact match “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded in the RevenueBase company graph · Sep 20, 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 “family office administrators”. 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 1,468 family office administrators based in the United States
See the full list, filter by size, metro and specialty, and access 10,371 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office administrators based in the United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,468 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “family office administrators” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 10,371 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 September 20, 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.
Family office administrators by metro
- Family office administrators in New York147
- Family office administrators in Miami60
- Family office administrators in Dallas55
- Family office administrators in Chicago41
- Family office administrators in Houston31
- Family office administrators in Los Angeles31
- Family office administrators in Boston30
- Family office administrators in San Francisco30
- Family office administrators in Atlanta29
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 “family office administrators”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office administrators are there based in the United States?
RevenueBase identified 1,468 company matches for family office administrators associated with the United States as of September 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?
Mercer Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office administrators?
New York leads with 147 company records, followed by Miami (60) and Dallas (55).
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 10,371 professional contacts with verified work emails tracked across these 1,468 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,468 family office administrators based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Family office administrators by geography
- Family office administrators based in Geneva, Switzerland
- Family office administrators based in Lugano, Switzerland
- Family office administrators based in Zurich, Switzerland
- Family office administrators based in Atlanta, United States
- Family office administrators based in Boston, United States
- Family office administrators based in Chicago, United States
- Family office administrators based in Dallas, United States
- Family office administrators based in Houston, United States
- Family office administrators based in Los Angeles, United States
- Family office administrators based in Miami, United States
- Family office administrators based in New York, United States
- Family office administrators based in San Francisco, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office administrators based in Geneva, Switzerland
- Family office administrators based in Lugano, Switzerland
- Family office administrators based in Zurich, Switzerland
- Family office administrators based in Atlanta, United States
- Family office administrators based in Boston, United States
- Family office administrators based in Chicago, United States
Company intelligence · public preview
Top 25 family office administrators based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,468 matching company records for family office administrators based in the United States, with 22,514 tracked contacts and 10,371 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office administrators based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Mercer Advisorsmerceradvisors.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,434 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bessemer Trustbessemertrust.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,346 contacts → |
“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BNY Wealthbny.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,217 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lido Advisorslidoadvisors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 542 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cressetcressetcapital.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 472 contacts → |
“Cresset is a firm built by clients, for clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alex. Brownalexbrown.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Whittier Trust Companywhittiertrust.comHQ: Pasadena, CA, United StatesReported employees: 201-500 | Pasadena, CA, United States | 201-500 | Exact match | 303 contacts → |
“Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Trove Fs, LLCtrove.net HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 290 contacts → |
“Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  SCSscsfinancial.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Tolleson Wealth Managementtollesonwealth.comHQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Viteos Fund Servicesviteos.com HQ: Somerset, NJ, United StatesReported employees: 501-1,000 | Somerset, NJ, United States | 501-1,000 | Exact match | 199 contacts → |
“Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fremont Groupfremontgroup.comHQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 195 contacts → |
“Fremont Group is the family office for the Bechtel Family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  BMO Family Officebmofamilyoffice.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 189 contacts → |
“BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fiduciary Trust Companyfiduciary-trust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Silvercrest Asset Managementsilvercrestgroup.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 166 contacts → |
“Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Family Office Exchangefamilyoffice.com HQ: Chicago, IL, United StatesReported employees: Not recorded | Chicago, IL, United States | Not recorded | Exact match | 163 contacts → |
“Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Liberty Grouplibertyg.com HQ: Tampa, FL, United StatesReported employees: 501-1,000 | Tampa, FL, United States | 501-1,000 | Exact match | 146 contacts → |
“Liberty Group is a Single Family Office serving as a fully discretionary platform focused on preservation and diversification of capital across nearly $1Billion USD in portfolio…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  F.L.Putnam Investment Management Companyflputnam.comHQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 143 contacts → |
“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ballentine Partners, LLCballentinepartners.comHQ: Waltham, MA, United StatesReported employees: 51-200 | Waltham, MA, United States | 51-200 | Exact match | 131 contacts → |
“As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hbks Wealth Advisorshbkswealth.comHQ: Erie, PA, United StatesReported employees: 51-200 | Erie, PA, United States | 51-200 | Exact match | 128 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pitcairnpitcairn.comHQ: Conshohocken, PA, United StatesReported employees: 51-200 | Conshohocken, PA, United States | 51-200 | Exact match | 121 contacts → |
“f -$25 ://./2026/06/22/-2026.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Agillinkagillink.comHQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 119 contacts → |
“AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Q Investmentsqinvestments.com HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 110 contacts → |
“Established in 1994, the Q Family Office is an organization that combines an 30 year history with a deep entrepreneurial spirit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Summit Trail Advisorssummittrail.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 105 contacts → |
“Our purpose is to simplify the challenges that come with generational wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Planning Allianceplanningalliance.com HQ: Woodcliff Lake, NJ, United StatesReported employees: 51-200 | Woodcliff Lake, NJ, United States | 51-200 | Exact match | 103 contacts → |
“We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,468 company matches
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Family office administrators: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,465 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,468 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office administrators by metro
- Family office administrators in New York147
- Family office administrators in Miami60
- Family office administrators in Dallas55
- Family office administrators in Chicago41
- Family office administrators in Houston31
- Family office administrators in Los Angeles31
- Family office administrators in Boston30
- Family office administrators in San Francisco30
- Family office administrators in Atlanta29
Questions about this company list
What does Exact match mean for family office administrators?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office administrators did RevenueBase find based in the United States?
The saved snapshot records 1,468 matching company records, 22,514 tracked contacts and 10,371 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office administrators by geography
- Family office administrators based in Geneva, Switzerland
- Family office administrators based in Lugano, Switzerland
- Family office administrators based in Zurich, Switzerland
- Family office administrators based in Atlanta, United States
- Family office administrators based in Boston, United States
- Family office administrators based in Chicago, United States
- Family office administrators based in Dallas, United States
- Family office administrators based in Houston, United States
- Family office administrators based in Los Angeles, United States
- Family office administrators based in Miami, United States
- Family office administrators based in New York, United States
- Family office administrators based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 family office administrators based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-administrators/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office administrators based in Geneva, Switzerland
- Family office administrators based in Lugano, Switzerland
- Family office administrators based in Zurich, Switzerland
- Family office administrators based in Atlanta, United States
- Family office administrators based in Boston, United States
- Family office administrators based in Chicago, United States
Company intelligence · public preview
Top 25 family office administrators based in the United States
RevenueBase records 1,468 matching company records for family office administrators based in the United States, with 22,514 tracked contacts and 10,371 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office administrators based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Mercer Advisorsmerceradvisors.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,434 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bessemer Trustbessemertrust.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,346 contacts → |
“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BNY Wealthbny.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,217 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lido Advisorslidoadvisors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 542 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cressetcressetcapital.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 472 contacts → |
“Cresset is a firm built by clients, for clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alex. Brownalexbrown.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Whittier Trust Companywhittiertrust.com HQ: Pasadena, CA, United StatesReported employees: 201-500 | Pasadena, CA, United States | 201-500 | Exact match | 303 contacts → |
“Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Trove Fs, LLCtrove.net HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 290 contacts → |
“Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | SCSscsfinancial.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Tolleson Wealth Managementtollesonwealth.com HQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Viteos Fund Servicesviteos.com HQ: Somerset, NJ, United StatesReported employees: 501-1,000 | Somerset, NJ, United States | 501-1,000 | Exact match | 199 contacts → |
“Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fremont Groupfremontgroup.com HQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 195 contacts → |
“Fremont Group is the family office for the Bechtel Family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | BMO Family Officebmofamilyoffice.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 189 contacts → |
“BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fiduciary Trust Companyfiduciary-trust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Silvercrest Asset Managementsilvercrestgroup.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 166 contacts → |
“Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Family Office Exchangefamilyoffice.com HQ: Chicago, IL, United StatesReported employees: Not recorded | Chicago, IL, United States | Not recorded | Exact match | 163 contacts → |
“Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Liberty Grouplibertyg.com HQ: Tampa, FL, United StatesReported employees: 501-1,000 | Tampa, FL, United States | 501-1,000 | Exact match | 146 contacts → |
“Liberty Group is a Single Family Office serving as a fully discretionary platform focused on preservation and diversification of capital across nearly $1Billion USD in portfolio…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | F.L.Putnam Investment Management Companyflputnam.com HQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 143 contacts → |
“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ballentine Partners, LLCballentinepartners.com HQ: Waltham, MA, United StatesReported employees: 51-200 | Waltham, MA, United States | 51-200 | Exact match | 131 contacts → |
“As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hbks Wealth Advisorshbkswealth.com HQ: Erie, PA, United StatesReported employees: 51-200 | Erie, PA, United States | 51-200 | Exact match | 128 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pitcairnpitcairn.com HQ: Conshohocken, PA, United StatesReported employees: 51-200 | Conshohocken, PA, United States | 51-200 | Exact match | 121 contacts → |
“f -$25 ://./2026/06/22/-2026.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Agillinkagillink.com HQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 119 contacts → |
“AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Q Investmentsqinvestments.com HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 110 contacts → |
“Established in 1994, the Q Family Office is an organization that combines an 30 year history with a deep entrepreneurial spirit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Summit Trail Advisorssummittrail.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 105 contacts → |
“Our purpose is to simplify the challenges that come with generational wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Planning Allianceplanningalliance.com HQ: Woodcliff Lake, NJ, United StatesReported employees: 51-200 | Woodcliff Lake, NJ, United States | 51-200 | Exact match | 103 contacts → |
“We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,468 company matches
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Family office administrators: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,465 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,468 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office administrators by metro
- Family office administrators in New York147
- Family office administrators in Miami60
- Family office administrators in Dallas55
- Family office administrators in Chicago41
- Family office administrators in Houston31
- Family office administrators in Los Angeles31
- Family office administrators in Boston30
- Family office administrators in San Francisco30
- Family office administrators in Atlanta29
Questions about this company list
What does Exact match mean for family office administrators?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office administrators did RevenueBase find based in the United States?
The saved snapshot records 1,468 matching company records, 22,514 tracked contacts and 10,371 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office administrators by geography
- Family office administrators based in Geneva, Switzerland
- Family office administrators based in Lugano, Switzerland
- Family office administrators based in Zurich, Switzerland
- Family office administrators based in Atlanta, United States
- Family office administrators based in Boston, United States
- Family office administrators based in Chicago, United States
- Family office administrators based in Dallas, United States
- Family office administrators based in Houston, United States
- Family office administrators based in Los Angeles, United States
- Family office administrators based in Miami, United States
- Family office administrators based in New York, United States
- Family office administrators based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 family office administrators based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-administrators/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Family office administrators based in Geneva, Switzerland
- Family office administrators based in Lugano, Switzerland
- Family office administrators based in Zurich, Switzerland
- Family office administrators based in Atlanta, United States
- Family office administrators based in Boston, United States
- Family office administrators based in Chicago, United States