Company lists · Data refreshed September 2026
Top 20 Family office advisors based in Portsmouth, United States
RevenueBase identified 26 company matches for family office advisors associated with Portsmouth, United States as of September 2026 and tracks 367 professional contacts across them, including 226 with verified work emails. Across the United States, New York is the largest hub for this category (646 companies); Portsmouth has 26.
This list covers company matches for family office advisors associated with Portsmouth, 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 20 largest family office advisors based in Portsmouth, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 148 contacts → | ||||
Exact match “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 49 contacts → | ||||
Exact match “Market Street Trust Company is a client-owned, industry-leading, shared family office dedicated to helping multigenerational families realize their long-term goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 21 contacts → | ||||
Exact match “Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “Bigelow is the M + A Advisor exclusively for owners of high-performing private companies, Entrepreneur Owner-Managers with their skin in the game.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “At Measured Wealth, we empower individuals, families, and small businesses to achieve their financial goals through personalized and strategic guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Jordan Park Trust Company, formerly Perspecta Trust (est.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “CMH Wealth Management is an independent, fee-only wealth management firm located in the heart of the Seacoast in Portsmouth, New Hampshire.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Guyton/ Forge is the combination of The Guyton Group and Forge Financial, both dedicated to helping you reach your financial goals no matter where you are along the spectrum of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “We are a financial service provider, and our mission is to help you prepare for the retirement you deserve while earning your ongoing trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “For those who have spent their lives teaching, leading, and serving others, we provide thoughtful, comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Mardin Capital Group is a wealth management firm based out of Portsmouth, New Hampshire.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “We are an independent wealth advisory firm, dedicated to helping individuals and their families, small business owners and retirees looking ahead, and we help all of them organize…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “At F3 Capital, we take pride in our role as fiduciary investment advisors, committed to guiding clients on their financial journeys with integrity and personalized care.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Our mission is simple: to provide our clients with the highest level of financial service in a way that makes them feel comfortable, engaged and understood.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Welcome to Estate Planners of New England, LLC We strive to provide high quality, knowledgeable and personalized advice in areas of Financial planning and Investment management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “At Newport Wealth Management, clients come first.” 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 advisors”. 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 20 of 26 family office advisors based in Portsmouth, United States
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Family office advisors based in Portsmouth, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Portsmouth, so it is reported there. Company counts and contact totals on this page are exact for Portsmouth, over 26 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 Portsmouth, United States whose business descriptions match “family office advisors” 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 226 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 advisors by metro in the United States
- Family office advisors in New York646
- Family office advisors in Atlanta252
- Family office advisors in Dallas252
- Family office advisors in Houston239
- Family office advisors in Chicago233
- Family office advisors in Miami215
- Family office advisors in San Diego196
- Family office advisors in San Francisco177
- Family office advisors in Austin176
- Family office advisors in Boston159
- Family office advisors in Scottsdale158
- Family office advisors in Los Angeles151
- Family office advisors in Charlotte147
- Family office advisors in Denver146
- Family office advisors in Tampa125
- Family office advisors in Newport Beach105
- Family office advisors in Cincinnati102
- Family office advisors in Portland100
- Family office advisors in Seattle96
- Family office advisors in Boca Raton92
- Family office advisors in Irvine92
- Family office advisors in Indianapolis86
- Family office advisors in Overland Park86
- Family office advisors in Phoenix86
- Family office advisors in Minneapolis84
- Family office advisors in Raleigh81
- Family office advisors in Columbus78
- Family office advisors in Bellevue76
- Family office advisors in St. Louis75
- Family office advisors in Birmingham74
- Family office advisors in San Antonio73
- Family office advisors in Omaha71
- Family office advisors in Pittsburgh71
- Family office advisors in Fort Worth70
- Family office advisors in Columbia68
- Family office advisors in Las Vegas66
- Family office advisors in Washington65
- Family office advisors in Grand Rapids63
- Family office advisors in Salt Lake City63
- Family office advisors in Sarasota62
- Family office advisors in Wilmington62
- Family office advisors in Greenville61
- Family office advisors in Nashville61
- Family office advisors in Greenwood Village59
- Family office advisors in Jacksonville59
- Family office advisors in Naples59
- Family office advisors in Richmond59
- Family office advisors in Rochester59
- Family office advisors in Orlando58
- Family office advisors in Coral Gables57
- Family office advisors in Madison57
- Family office advisors in Louisville56
- Family office advisors in Pasadena54
- Family office advisors in Colorado Springs53
- Family office advisors in Fort Lauderdale53
- Family office advisors in Cleveland52
- Family office advisors in Memphis49
- Family office advisors in Springfield49
- Family office advisors in Plano48
- Family office advisors in Troy48
- Family office advisors in Tulsa48
- Family office advisors in Walnut Creek48
- Family office advisors in Lexington46
- Family office advisors in Philadelphia45
- Family office advisors in Tucson42
- Family office advisors in Frisco41
- Family office advisors in Alpharetta39
- Family office advisors in Baton Rouge39
- Family office advisors in Charleston39
- Family office advisors in Knoxville39
- Family office advisors in Lake Oswego39
- Family office advisors in Westlake Village39
- Family office advisors in Beverly Hills38
- Family office advisors in Franklin38
- Family office advisors in Melville38
- Family office advisors in Oklahoma City38
- Family office advisors in Mclean37
- Family office advisors in Santa Barbara37
- Family office advisors in Bethesda36
- Family office advisors in Boulder36
- Family office advisors in The Woodlands36
- Family office advisors in Greensboro35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach35
- Family office advisors in Englewood34
- Family office advisors in Roseville34
- Family office advisors in Fort Collins33
- Family office advisors in Kansas City33
- Family office advisors in Lafayette33
- Family office advisors in Bloomington32
- Family office advisors in Brentwood32
- Family office advisors in Buffalo32
- Family office advisors in Red Bank32
- Family office advisors in West Des Moines32
- Family office advisors in Annapolis31
- Family office advisors in Boise31
- Family office advisors in Chattanooga31
- Family office advisors in Lincoln31
- Family office advisors in Little Rock31
- Family office advisors in Westport31
- Family office advisors in Fort Wayne30
- Family office advisors in Minnetonka30
- Family office advisors in Sacramento30
- Family office advisors in Wichita30
- Family office advisors in Princeton29
- Family office advisors in Reston29
- Family office advisors in Stamford29
- Family office advisors in Wayne29
- Family office advisors in West Chester29
- Family office advisors in Ann Arbor28
- Family office advisors in Baltimore28
- Family office advisors in Jackson28
- Family office advisors in Northbrook28
- Family office advisors in West Palm Beach28
- Family office advisors in Woodbury28
- Family office advisors in Carmel27
- Family office advisors in Honolulu27
- Family office advisors in Naperville27
- Family office advisors in Pittsford27
- Family office advisors in Rockville27
- Family office advisors in San Ramon27
- Family office advisors in Alexandria26
- Family office advisors in Chesterfield26
- Family office advisors in Littleton26
- Family office advisors in Tempe26
- Family office advisors in Vienna26
- Family office advisors in Bloomfield Hills25
- Family office advisors in Carlsbad25
- Family office advisors in Edina25
- Family office advisors in La Jolla25
- Family office advisors in Marietta25
- Family office advisors in Providence25
- Family office advisors in Reno25
- Family office advisors in Southfield25
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 advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office advisors are there based in Portsmouth, United States?
RevenueBase identified 26 company matches for family office advisors associated with Portsmouth, 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?
Prime Buchholz LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most family office advisors?
New York leads the United States with 646 company records, followed by Atlanta (252) and Dallas (252). Portsmouth has 26.
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 226 professional contacts with verified work emails tracked across these 26 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 26 family office advisors based in Portsmouth, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
- All company lists
- Lists by location
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- New lists
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Company intelligence · public preview
Top 20 family office advisors based in Portsmouth, 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 26 matching company records for family office advisors based in Portsmouth, United States, with 367 tracked contacts and 226 verified work emails.
This public preview shows 20 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 20 family office advisors based in Portsmouth, 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 |  Prime Buchholz LLCprimebuchholz.comHQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Market Street Trust Companymarketstreettrust.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 49 contacts → |
“Market Street Trust Company is a client-owned, industry-leading, shared family office dedicated to helping multigenerational families realize their long-term goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Charter OAK Capital Managementcharteroakcm.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 21 contacts → |
“Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bigelow LLCbigelowllc.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 20 contacts → |
“Bigelow is the M + A Advisor exclusively for owners of high-performing private companies, Entrepreneur Owner-Managers with their skin in the game.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Measured Wealth Private Client Group, LLCmeasuredwealth.netHQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 12 contacts → |
“At Measured Wealth, we empower individuals, families, and small businesses to achieve their financial goals through personalized and strategic guidance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Jordan Park Trust Companyjptc.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 11 contacts → |
“Jordan Park Trust Company, formerly Perspecta Trust (est.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lake Street Advisorslakestreetadvisors.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 11 contacts → |
“Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CMH Wealth Management, LLCcmhwealth.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 9 contacts → |
“CMH Wealth Management is an independent, fee-only wealth management firm located in the heart of the Seacoast in Portsmouth, New Hampshire.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Seascape Capital Management, LLCseascape-capital.comHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 8 contacts → |
“For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Guyton-Forgeguyton-forge.comHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 7 contacts → |
“Guyton/ Forge is the combination of The Guyton Group and Forge Financial, both dedicated to helping you reach your financial goals no matter where you are along the spectrum of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ross Financial Servicesrossfin.comHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 7 contacts → |
“We are a financial service provider, and our mission is to help you prepare for the retirement you deserve while earning your ongoing trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Granite BAY Wealth Managementgranitebaywm.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 6 contacts → |
“At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Tenured Advisorstenuredadvisors.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 6 contacts → |
“For those who have spent their lives teaching, leading, and serving others, we provide thoughtful, comprehensive financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mardin Capital Groupmardincapitalgroup.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 5 contacts → |
“Mardin Capital Group is a wealth management firm based out of Portsmouth, New Hampshire.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Centeras Private Wealthcenteraspw.comHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 4 contacts → |
“We are an independent wealth advisory firm, dedicated to helping individuals and their families, small business owners and retirees looking ahead, and we help all of them organize…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  F-3 Capitalf-3capital.comHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 2 contacts → |
“At F3 Capital, we take pride in our role as fiduciary investment advisors, committed to guiding clients on their financial journeys with integrity and personalized care.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Seacoast Wealth Management Of Steward Partnersseacoastwealthmgmt.stewardpartners.comHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 1 contacts → |
“Our mission is simple: to provide our clients with the highest level of financial service in a way that makes them feel comfortable, engaged and understood.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wolf Pine Capitalwolfpinecapital.comHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 1 contacts → |
“At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Estate Planners Of NEW Englandepne.netHQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 1 contacts → |
“Welcome to Estate Planners of New England, LLC We strive to provide high quality, knowledgeable and personalized advice in areas of Financial planning and Investment management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Newport Wealth Management, INCnewportwm.comHQ: Portsmouth, RI, United StatesReported employees: 1-10 | Portsmouth, RI, United States | 1-10 | Exact match | 1 contacts → |
“At Newport Wealth Management, clients come first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 26 company matches
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Family office advisors: 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
26 records in the displayed employee bands.
0 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 across the whole United States list rather than for Portsmouth, so it is reported there. Company counts and contact totals on this page are exact for Portsmouth, over 26 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 advisors by metro in the United States
- Family office advisors in New York646
- Family office advisors in Atlanta252
- Family office advisors in Dallas252
- Family office advisors in Houston239
- Family office advisors in Chicago233
- Family office advisors in Miami215
- Family office advisors in San Diego196
- Family office advisors in San Francisco177
- Family office advisors in Austin176
- Family office advisors in Boston159
- Family office advisors in Scottsdale158
- Family office advisors in Los Angeles151
- Family office advisors in Charlotte147
- Family office advisors in Denver146
- Family office advisors in Tampa125
- Family office advisors in Newport Beach105
- Family office advisors in Cincinnati102
- Family office advisors in Portland100
- Family office advisors in Seattle96
- Family office advisors in Boca Raton92
- Family office advisors in Irvine92
- Family office advisors in Indianapolis86
- Family office advisors in Overland Park86
- Family office advisors in Phoenix86
- Family office advisors in Minneapolis84
- Family office advisors in Raleigh81
- Family office advisors in Columbus78
- Family office advisors in Bellevue76
- Family office advisors in St. Louis75
- Family office advisors in Birmingham74
- Family office advisors in San Antonio73
- Family office advisors in Omaha71
- Family office advisors in Pittsburgh71
- Family office advisors in Fort Worth70
- Family office advisors in Columbia68
- Family office advisors in Las Vegas66
- Family office advisors in Washington65
- Family office advisors in Grand Rapids63
- Family office advisors in Salt Lake City63
- Family office advisors in Sarasota62
- Family office advisors in Wilmington62
- Family office advisors in Greenville61
- Family office advisors in Nashville61
- Family office advisors in Greenwood Village59
- Family office advisors in Jacksonville59
- Family office advisors in Naples59
- Family office advisors in Richmond59
- Family office advisors in Rochester59
- Family office advisors in Orlando58
- Family office advisors in Coral Gables57
- Family office advisors in Madison57
- Family office advisors in Louisville56
- Family office advisors in Pasadena54
- Family office advisors in Colorado Springs53
- Family office advisors in Fort Lauderdale53
- Family office advisors in Cleveland52
- Family office advisors in Memphis49
- Family office advisors in Springfield49
- Family office advisors in Plano48
- Family office advisors in Troy48
- Family office advisors in Tulsa48
- Family office advisors in Walnut Creek48
- Family office advisors in Lexington46
- Family office advisors in Philadelphia45
- Family office advisors in Tucson42
- Family office advisors in Frisco41
- Family office advisors in Alpharetta39
- Family office advisors in Baton Rouge39
- Family office advisors in Charleston39
- Family office advisors in Knoxville39
- Family office advisors in Lake Oswego39
- Family office advisors in Westlake Village39
- Family office advisors in Beverly Hills38
- Family office advisors in Franklin38
- Family office advisors in Melville38
- Family office advisors in Oklahoma City38
- Family office advisors in Mclean37
- Family office advisors in Santa Barbara37
- Family office advisors in Bethesda36
- Family office advisors in Boulder36
- Family office advisors in The Woodlands36
- Family office advisors in Greensboro35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach35
- Family office advisors in Englewood34
- Family office advisors in Roseville34
- Family office advisors in Fort Collins33
- Family office advisors in Kansas City33
- Family office advisors in Lafayette33
- Family office advisors in Bloomington32
- Family office advisors in Brentwood32
- Family office advisors in Buffalo32
- Family office advisors in Red Bank32
- Family office advisors in West Des Moines32
- Family office advisors in Annapolis31
- Family office advisors in Boise31
- Family office advisors in Chattanooga31
- Family office advisors in Lincoln31
- Family office advisors in Little Rock31
- Family office advisors in Westport31
- Family office advisors in Fort Wayne30
- Family office advisors in Minnetonka30
- Family office advisors in Sacramento30
- Family office advisors in Wichita30
- Family office advisors in Princeton29
- Family office advisors in Reston29
- Family office advisors in Stamford29
- Family office advisors in Wayne29
- Family office advisors in West Chester29
- Family office advisors in Ann Arbor28
- Family office advisors in Baltimore28
- Family office advisors in Jackson28
- Family office advisors in Northbrook28
- Family office advisors in West Palm Beach28
- Family office advisors in Woodbury28
- Family office advisors in Carmel27
- Family office advisors in Honolulu27
- Family office advisors in Naperville27
- Family office advisors in Pittsford27
- Family office advisors in Rockville27
- Family office advisors in San Ramon27
- Family office advisors in Alexandria26
- Family office advisors in Chesterfield26
- Family office advisors in Littleton26
- Family office advisors in Tempe26
- Family office advisors in Vienna26
- Family office advisors in Bloomfield Hills25
- Family office advisors in Carlsbad25
- Family office advisors in Edina25
- Family office advisors in La Jolla25
- Family office advisors in Marietta25
- Family office advisors in Providence25
- Family office advisors in Reno25
- Family office advisors in Southfield25
Questions about this company list
What does Exact match mean for family office advisors?
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 advisors did RevenueBase find based in Portsmouth, United States?
The saved snapshot records 26 matching company records, 367 tracked contacts and 226 verified emails. The public preview displays 20 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 advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 20 family office advisors based in Portsmouth, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/portsmouth.
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 advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
Company intelligence · public preview
Top 20 family office advisors based in Portsmouth, United States
RevenueBase records 26 matching company records for family office advisors based in Portsmouth, United States, with 367 tracked contacts and 226 verified work emails.
This public preview shows 20 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 20 family office advisors based in Portsmouth, 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 | Prime Buchholz LLCprimebuchholz.com HQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Market Street Trust Companymarketstreettrust.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 49 contacts → |
“Market Street Trust Company is a client-owned, industry-leading, shared family office dedicated to helping multigenerational families realize their long-term goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Charter OAK Capital Managementcharteroakcm.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 21 contacts → |
“Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bigelow LLCbigelowllc.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 20 contacts → |
“Bigelow is the M + A Advisor exclusively for owners of high-performing private companies, Entrepreneur Owner-Managers with their skin in the game.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Measured Wealth Private Client Group, LLCmeasuredwealth.net HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 12 contacts → |
“At Measured Wealth, we empower individuals, families, and small businesses to achieve their financial goals through personalized and strategic guidance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Jordan Park Trust Companyjptc.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 11 contacts → |
“Jordan Park Trust Company, formerly Perspecta Trust (est.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lake Street Advisorslakestreetadvisors.com HQ: Portsmouth, NH, United StatesReported employees: 11-50 | Portsmouth, NH, United States | 11-50 | Exact match | 11 contacts → |
“Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CMH Wealth Management, LLCcmhwealth.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 9 contacts → |
“CMH Wealth Management is an independent, fee-only wealth management firm located in the heart of the Seacoast in Portsmouth, New Hampshire.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Seascape Capital Management, LLCseascape-capital.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 8 contacts → |
“For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Guyton-Forgeguyton-forge.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 7 contacts → |
“Guyton/ Forge is the combination of The Guyton Group and Forge Financial, both dedicated to helping you reach your financial goals no matter where you are along the spectrum of…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ross Financial Servicesrossfin.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 7 contacts → |
“We are a financial service provider, and our mission is to help you prepare for the retirement you deserve while earning your ongoing trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Granite BAY Wealth Managementgranitebaywm.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 6 contacts → |
“At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Tenured Advisorstenuredadvisors.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 6 contacts → |
“For those who have spent their lives teaching, leading, and serving others, we provide thoughtful, comprehensive financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mardin Capital Groupmardincapitalgroup.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 5 contacts → |
“Mardin Capital Group is a wealth management firm based out of Portsmouth, New Hampshire.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Centeras Private Wealthcenteraspw.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 4 contacts → |
“We are an independent wealth advisory firm, dedicated to helping individuals and their families, small business owners and retirees looking ahead, and we help all of them organize…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | F-3 Capitalf-3capital.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 2 contacts → |
“At F3 Capital, we take pride in our role as fiduciary investment advisors, committed to guiding clients on their financial journeys with integrity and personalized care.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Seacoast Wealth Management Of Steward Partnersseacoastwealthmgmt.stewardpartners.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 1 contacts → |
“Our mission is simple: to provide our clients with the highest level of financial service in a way that makes them feel comfortable, engaged and understood.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wolf Pine Capitalwolfpinecapital.com HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 1 contacts → |
“At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Estate Planners Of NEW Englandepne.net HQ: Portsmouth, NH, United StatesReported employees: 1-10 | Portsmouth, NH, United States | 1-10 | Exact match | 1 contacts → |
“Welcome to Estate Planners of New England, LLC We strive to provide high quality, knowledgeable and personalized advice in areas of Financial planning and Investment management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Newport Wealth Management, INCnewportwm.com HQ: Portsmouth, RI, United StatesReported employees: 1-10 | Portsmouth, RI, United States | 1-10 | Exact match | 1 contacts → |
“At Newport Wealth Management, clients come first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 26 company matches
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Family office advisors: 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
26 records in the displayed employee bands.
0 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 across the whole United States list rather than for Portsmouth, so it is reported there. Company counts and contact totals on this page are exact for Portsmouth, over 26 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 advisors by metro in the United States
- Family office advisors in New York646
- Family office advisors in Atlanta252
- Family office advisors in Dallas252
- Family office advisors in Houston239
- Family office advisors in Chicago233
- Family office advisors in Miami215
- Family office advisors in San Diego196
- Family office advisors in San Francisco177
- Family office advisors in Austin176
- Family office advisors in Boston159
- Family office advisors in Scottsdale158
- Family office advisors in Los Angeles151
- Family office advisors in Charlotte147
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- Family office advisors in Newport Beach105
- Family office advisors in Cincinnati102
- Family office advisors in Portland100
- Family office advisors in Seattle96
- Family office advisors in Boca Raton92
- Family office advisors in Irvine92
- Family office advisors in Indianapolis86
- Family office advisors in Overland Park86
- Family office advisors in Phoenix86
- Family office advisors in Minneapolis84
- Family office advisors in Raleigh81
- Family office advisors in Columbus78
- Family office advisors in Bellevue76
- Family office advisors in St. Louis75
- Family office advisors in Birmingham74
- Family office advisors in San Antonio73
- Family office advisors in Omaha71
- Family office advisors in Pittsburgh71
- Family office advisors in Fort Worth70
- Family office advisors in Columbia68
- Family office advisors in Las Vegas66
- Family office advisors in Washington65
- Family office advisors in Grand Rapids63
- Family office advisors in Salt Lake City63
- Family office advisors in Sarasota62
- Family office advisors in Wilmington62
- Family office advisors in Greenville61
- Family office advisors in Nashville61
- Family office advisors in Greenwood Village59
- Family office advisors in Jacksonville59
- Family office advisors in Naples59
- Family office advisors in Richmond59
- Family office advisors in Rochester59
- Family office advisors in Orlando58
- Family office advisors in Coral Gables57
- Family office advisors in Madison57
- Family office advisors in Louisville56
- Family office advisors in Pasadena54
- Family office advisors in Colorado Springs53
- Family office advisors in Fort Lauderdale53
- Family office advisors in Cleveland52
- Family office advisors in Memphis49
- Family office advisors in Springfield49
- Family office advisors in Plano48
- Family office advisors in Troy48
- Family office advisors in Tulsa48
- Family office advisors in Walnut Creek48
- Family office advisors in Lexington46
- Family office advisors in Philadelphia45
- Family office advisors in Tucson42
- Family office advisors in Frisco41
- Family office advisors in Alpharetta39
- Family office advisors in Baton Rouge39
- Family office advisors in Charleston39
- Family office advisors in Knoxville39
- Family office advisors in Lake Oswego39
- Family office advisors in Westlake Village39
- Family office advisors in Beverly Hills38
- Family office advisors in Franklin38
- Family office advisors in Melville38
- Family office advisors in Oklahoma City38
- Family office advisors in Mclean37
- Family office advisors in Santa Barbara37
- Family office advisors in Bethesda36
- Family office advisors in Boulder36
- Family office advisors in The Woodlands36
- Family office advisors in Greensboro35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach35
- Family office advisors in Englewood34
- Family office advisors in Roseville34
- Family office advisors in Fort Collins33
- Family office advisors in Kansas City33
- Family office advisors in Lafayette33
- Family office advisors in Bloomington32
- Family office advisors in Brentwood32
- Family office advisors in Buffalo32
- Family office advisors in Red Bank32
- Family office advisors in West Des Moines32
- Family office advisors in Annapolis31
- Family office advisors in Boise31
- Family office advisors in Chattanooga31
- Family office advisors in Lincoln31
- Family office advisors in Little Rock31
- Family office advisors in Westport31
- Family office advisors in Fort Wayne30
- Family office advisors in Minnetonka30
- Family office advisors in Sacramento30
- Family office advisors in Wichita30
- Family office advisors in Princeton29
- Family office advisors in Reston29
- Family office advisors in Stamford29
- Family office advisors in Wayne29
- Family office advisors in West Chester29
- Family office advisors in Ann Arbor28
- Family office advisors in Baltimore28
- Family office advisors in Jackson28
- Family office advisors in Northbrook28
- Family office advisors in West Palm Beach28
- Family office advisors in Woodbury28
- Family office advisors in Carmel27
- Family office advisors in Honolulu27
- Family office advisors in Naperville27
- Family office advisors in Pittsford27
- Family office advisors in Rockville27
- Family office advisors in San Ramon27
- Family office advisors in Alexandria26
- Family office advisors in Chesterfield26
- Family office advisors in Littleton26
- Family office advisors in Tempe26
- Family office advisors in Vienna26
- Family office advisors in Bloomfield Hills25
- Family office advisors in Carlsbad25
- Family office advisors in Edina25
- Family office advisors in La Jolla25
- Family office advisors in Marietta25
- Family office advisors in Providence25
- Family office advisors in Reno25
- Family office advisors in Southfield25
Questions about this company list
What does Exact match mean for family office advisors?
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 advisors did RevenueBase find based in Portsmouth, United States?
The saved snapshot records 26 matching company records, 367 tracked contacts and 226 verified emails. The public preview displays 20 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 advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 20 family office advisors based in Portsmouth, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/portsmouth.
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 advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia