Company lists · Data refreshed September 2026

Top 25 Family office administrators based in the United States

Name: Family office administrators based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 1,468 companies tracked

RevenueBase identified 1,468 family office administrators headquartered in 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 family office administrators headquartered in the United States, 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 19, 2026.

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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

1,468Companies

22,514Contacts tracked

10,371Verified emails

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The 25 largest family office administrators based in the United States

Ranked by team size

Top 25 of 1,468 family office administrators based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family office administrators: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 19, 2026
2	Bessemer Trust	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,346 contacts →
	Strong evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 19, 2026
3	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
4	Lido Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 19, 2026	201-500	542 contacts →
	Partial evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 19, 2026
5	Cresset	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	501-1,000	472 contacts →
	Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 19, 2026
6	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 19, 2026
7	Whittier Trust Company	Strong evidence	Pasadena, CA, United StatesHQ checked Sep 19, 2026	201-500	303 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
8	Trove Fs, LLC	Strong evidence	Stamford, CT, United StatesHQ checked Sep 19, 2026	51-200	290 contacts →
	Strong evidence “Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Source: RevenueBase Database · checked Sep 19, 2026
9	SCS	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	243 contacts →
	Indirect evidence “At SCS, our purpose is to transform wealth into possibility.” Source: RevenueBase Database · checked Sep 19, 2026
10	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 19, 2026
11	Viteos Fund Services	Indirect evidence	Somerset, NJ, United StatesHQ checked Sep 19, 2026	501-1,000	199 contacts →
	Indirect evidence “Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Source: RevenueBase Database · checked Sep 19, 2026
12	Fremont Group	Strong evidence	San Francisco, NY, United StatesHQ checked Sep 19, 2026	51-200	195 contacts →
	Strong evidence “Fremont Group is the family office for the Bechtel Family.” Source: RevenueBase Database · checked Sep 19, 2026
13	BMO Family Office	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	189 contacts →
	Strong evidence “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Source: RevenueBase Database · checked Sep 19, 2026
14	Fiduciary Trust Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	174 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
15	Silvercrest Asset Management	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	166 contacts →
	Strong evidence “Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Source: RevenueBase Database · checked Sep 19, 2026
16	Family Office Exchange	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	n/a	163 contacts →
	Strong evidence “Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Source: RevenueBase Database · checked Sep 19, 2026
17	Liberty Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	501-1,000	146 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
18	F.L.Putnam Investment Management Company	Strong evidence	Lynnfield, MA, United StatesHQ checked Sep 19, 2026	51-200	143 contacts →
	Strong evidence “We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Source: RevenueBase Database · checked Sep 19, 2026
19	Ballentine Partners, LLC	Strong evidence	Waltham, MA, United StatesHQ checked Sep 19, 2026	51-200	131 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
20	Hbks Wealth Advisors	Partial evidence	Erie, PA, United StatesHQ checked Sep 19, 2026	51-200	128 contacts →
	Partial evidence “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Source: RevenueBase Database · checked Sep 19, 2026
21	Pitcairn	Indirect evidence	Conshohocken, PA, United StatesHQ checked Sep 19, 2026	51-200	121 contacts →
	Indirect evidence “f -$25 ://./2026/06/22/-2026.” Source: RevenueBase Database · checked Sep 19, 2026
22	Agillink	Strong evidence	El Segundo, CA, United StatesHQ checked Sep 19, 2026	51-200	119 contacts →
	Strong evidence “AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Source: RevenueBase Database · checked Sep 19, 2026
23	Q Investments	Strong evidence	Fort Worth, TX, United StatesHQ checked Sep 19, 2026	51-200	110 contacts →
	Strong evidence “Established in 1994, the Q Family Office is an organization that combines an 30 year history with a deep entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 19, 2026
24	Summit Trail Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	105 contacts →
	Indirect evidence “Our purpose is to simplify the challenges that come with generational wealth.” Source: RevenueBase Database · checked Sep 19, 2026
25	Planning Alliance	Partial evidence	Woodcliff Lake, NJ, United StatesHQ checked Sep 19, 2026	51-200	103 contacts →
	Partial evidence “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Source: RevenueBase Database · checked Sep 19, 2026

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 administrators. 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 administrators.
Partial evidence: Its own public description names part of family office administrators, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office administrators. 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 1,468 family office administrators based in the United States

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Family office administrators based in the United States at a glance

As of Sep 19, 2026

46.1%Verified-email coverage

15.3Average contacts per company

1-10Median size (employees)

9.6%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

923

11-50

419

51-200

102

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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

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 administrators, 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “family office administrators”. 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 administrators), 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 administrators, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 10,371 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 19, 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 administrators by metro

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 administrators, 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 administrators are there based in the United States?

RevenueBase identified 1,468 family office administrators headquartered in the United States 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?

Mercer Advisors, headquartered in Denver, tops this list with the largest team on record.

Which city has the most family office administrators?

New York leads with 141 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 10,371 verified decision-maker contacts tracked across these 1,468 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 19, 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.