Company lists · Data refreshed September 2026
Top 14 Family office advisors based in Sacramento, United States
RevenueBase identified 30 company matches for family office advisors associated with Sacramento, United States as of September 2026 and tracks 95 professional contacts across them, including 38 with verified work emails. Across the United States, New York is the largest hub for this category (646 companies); Sacramento has 30.
This list covers company matches for family office advisors associated with Sacramento, 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 14 largest family office advisors based in Sacramento, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 12 contacts → | ||||
Exact match “Towerpoint Wealth, LLC represents a unique model in the wealth management industry-a boutique independent financial planning firm who has a *legal fiduciary* responsibility to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 8 contacts → | ||||
Exact match “Individuals, business owners and families can find all the financial solutions they need under a single roof with the Tate Group.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 7 contacts → | ||||
Exact match “Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 5 contacts → | ||||
Exact match “Custom tailored investment portfolio management” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 4 contacts → | ||||
Exact match “We provide comprehensive financial planning in the context of a long-term partnership with you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 4 contacts → | ||||
Exact match “At Boyd Wealth Management, our team strives to deliver true financial security through a collaborative and tailored approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “Financial planning can feel overwhelming, but you don’t have to navigate it alone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “Mission: Our priority is to offer, at all times, a service based on integrity, trust and transparency.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “A private independent money management firm established in 1998, DeCamilla Capital customizes and manages enterprise-driven investment portfolios.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “Financial Strategies of California is a firm that focuses on wealth management and was founded in 1989 in Sacramento, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “The fundamental goal at Legacy Wealth Management is to ease the burden that juggling business and personal finances can bring.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Wealth Design Group is one of Sacramento's preeminent financial services firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Adams Ashby Financial Advisors is a Sacramento area fee-only Financial Planning Firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Slalom Wealth Management is a fee-only financial planning and wealth management firm specializing in helping families prepare for retirement.” 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 14 of 30 family office advisors based in Sacramento, United States
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Family office advisors based in Sacramento, 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 Sacramento, so it is reported there. Company counts and contact totals on this page are exact for Sacramento, over 30 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 Sacramento, 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 38 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 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 Portsmouth26
- 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 Sacramento, United States?
RevenueBase identified 30 company matches for family office advisors associated with Sacramento, 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?
Towerpoint Wealth 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). Sacramento has 30.
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 38 professional contacts with verified work emails tracked across these 30 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 30 family office advisors based in Sacramento, United States. Start with a free account, no credit card.
Download this list →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
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 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 14 family office advisors based in Sacramento, 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 30 matching company records for family office advisors based in Sacramento, United States, with 95 tracked contacts and 38 verified work emails.
This public preview shows 14 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 14 family office advisors based in Sacramento, 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 | Towerpoint Wealthtowerpointwealth.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 12 contacts → |
“Towerpoint Wealth, LLC represents a unique model in the wealth management industry-a boutique independent financial planning firm who has a *legal fiduciary* responsibility to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Tate Grouptategrp.comHQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 8 contacts → |
“Individuals, business owners and families can find all the financial solutions they need under a single roof with the Tate Group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Avisen Wealth Managementavisenwealth.comHQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 7 contacts → |
“Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Stratico LLCstrati.coHQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 5 contacts → |
“Custom tailored investment portfolio management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sutley Wertzer, INCsutleywertzer.comHQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 4 contacts → |
“We provide comprehensive financial planning in the context of a long-term partnership with you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Boyd Wealth Management, LLCboyd-wealth.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Boyd Wealth Management, our team strives to deliver true financial security through a collaborative and tailored approach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bondar & Associatesbondar-associates.comHQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial planning can feel overwhelming, but you don’t have to navigate it alone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Financial Network Wealth Advisorsmyfnwa.comHQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 4 contacts → |
“Mission: Our priority is to offer, at all times, a service based on integrity, trust and transparency.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Decamilla Capital Management, LLCdecamillacapital.comHQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 3 contacts → |
“A private independent money management firm established in 1998, DeCamilla Capital customizes and manages enterprise-driven investment portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Financial Strategies Of Californiafinancialstrategiesofca.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 3 contacts → |
“Financial Strategies of California is a firm that focuses on wealth management and was founded in 1989 in Sacramento, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Legacy Wealth Management Sacramento, CArjlegacywealth.comHQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 2 contacts → |
“The fundamental goal at Legacy Wealth Management is to ease the burden that juggling business and personal finances can bring.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wealth Design Groupwealthdesigngroup.comHQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 2 contacts → |
“Wealth Design Group is one of Sacramento's preeminent financial services firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Adams Ashby Financial Advisorsadamsashby.comHQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 2 contacts → |
“Adams Ashby Financial Advisors is a Sacramento area fee-only Financial Planning Firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Slalom Wealth Managementslalomwealth.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 1 contacts → |
“Slalom Wealth Management is a fee-only financial planning and wealth management firm specializing in helping families prepare for retirement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 30 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
30 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 Sacramento, so it is reported there. Company counts and contact totals on this page are exact for Sacramento, over 30 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 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 Portsmouth26
- 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 Sacramento, United States?
The saved snapshot records 30 matching company records, 95 tracked contacts and 38 verified emails. The public preview displays 14 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 14 family office advisors based in Sacramento, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/sacramento.
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 14 family office advisors based in Sacramento, United States
RevenueBase records 30 matching company records for family office advisors based in Sacramento, United States, with 95 tracked contacts and 38 verified work emails.
This public preview shows 14 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 14 family office advisors based in Sacramento, 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 | Towerpoint Wealthtowerpointwealth.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 12 contacts → |
“Towerpoint Wealth, LLC represents a unique model in the wealth management industry-a boutique independent financial planning firm who has a *legal fiduciary* responsibility to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Tate Grouptategrp.com HQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 8 contacts → |
“Individuals, business owners and families can find all the financial solutions they need under a single roof with the Tate Group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Avisen Wealth Managementavisenwealth.com HQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 7 contacts → |
“Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Stratico LLCstrati.co HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 5 contacts → |
“Custom tailored investment portfolio management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sutley Wertzer, INCsutleywertzer.com HQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 4 contacts → |
“We provide comprehensive financial planning in the context of a long-term partnership with you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Boyd Wealth Management, LLCboyd-wealth.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Boyd Wealth Management, our team strives to deliver true financial security through a collaborative and tailored approach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bondar & Associatesbondar-associates.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 4 contacts → |
“Financial planning can feel overwhelming, but you don’t have to navigate it alone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Network Wealth Advisorsmyfnwa.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 4 contacts → |
“Mission: Our priority is to offer, at all times, a service based on integrity, trust and transparency.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Decamilla Capital Management, LLCdecamillacapital.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 3 contacts → |
“A private independent money management firm established in 1998, DeCamilla Capital customizes and manages enterprise-driven investment portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Financial Strategies Of Californiafinancialstrategiesofca.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 3 contacts → |
“Financial Strategies of California is a firm that focuses on wealth management and was founded in 1989 in Sacramento, CA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Legacy Wealth Management Sacramento, CArjlegacywealth.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 2 contacts → |
“The fundamental goal at Legacy Wealth Management is to ease the burden that juggling business and personal finances can bring.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealth Design Groupwealthdesigngroup.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 2 contacts → |
“Wealth Design Group is one of Sacramento's preeminent financial services firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Adams Ashby Financial Advisorsadamsashby.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 2 contacts → |
“Adams Ashby Financial Advisors is a Sacramento area fee-only Financial Planning Firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Slalom Wealth Managementslalomwealth.com HQ: Sacramento, CA, United StatesReported employees: 1-10 | Sacramento, CA, United States | 1-10 | Exact match | 1 contacts → |
“Slalom Wealth Management is a fee-only financial planning and wealth management firm specializing in helping families prepare for retirement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 30 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
30 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 Sacramento, so it is reported there. Company counts and contact totals on this page are exact for Sacramento, over 30 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
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- Family office advisors in Boston159
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- Family office advisors in Fort Wayne30
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- Family office advisors in Reston29
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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 Sacramento, United States?
The saved snapshot records 30 matching company records, 95 tracked contacts and 38 verified emails. The public preview displays 14 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 14 family office advisors based in Sacramento, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/sacramento.
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