Company lists · Data refreshed September 2026
Top 25 Family office companies based in New York, United States
RevenueBase identified 491 family office companies headquartered in New York, United States as of September 2026 and tracks 52,251 professional contacts across them, including 18,982 with verified work emails. New York is the largest hub.
This list covers family office companies headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32,808 contacts → | ||||
Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 3,006 contacts → | ||||
Indirect evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 2,898 contacts → | ||||
Partial evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,491 contacts → | ||||
Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 1,346 contacts → | ||||
Strong evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 1,217 contacts → | ||||
Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 837 contacts → | ||||
Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 437 contacts → | ||||
Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 419 contacts → | ||||
Indirect evidence “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 399 contacts → | ||||
Indirect evidence “Welcome to Safra National Bank.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 330 contacts → | ||||
Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 323 contacts → | ||||
Partial evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 297 contacts → | ||||
Indirect evidence “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 247 contacts → | ||||
Indirect evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 242 contacts → | ||||
Indirect evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 194 contacts → | ||||
Indirect evidence “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 182 contacts → | ||||
Partial evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 173 contacts → | ||||
Indirect evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 166 contacts → | ||||
Strong evidence “Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 149 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 141 contacts → | ||||
Indirect evidence “Snowden Lane Partners is an independent wealth advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 108 contacts → | ||||
Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 106 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 106 contacts → | ||||
Indirect evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 105 contacts → | ||||
Indirect evidence “Our purpose is to simplify the challenges that come with generational wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office companies.
- Partial evidence
- Its own public description names part of family office companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 491 family office companies based in New York, United States
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Family office companies based in New York, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 491 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in New York, United States whose own description of what they do matches “family office companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office companies, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 18,982 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office companies by metro in the United States
- Family office companies in New York491
- Family office companies in Dallas199
- Family office companies in Chicago190
- Family office companies in Atlanta173
- Family office companies in Houston167
- Family office companies in Miami166
- Family office companies in San Diego149
- Family office companies in San Francisco132
- Family office companies in Boston125
- Family office companies in Austin122
- Family office companies in Los Angeles119
- Family office companies in Denver111
- Family office companies in Scottsdale111
- Family office companies in Charlotte105
- Family office companies in Tampa78
- Family office companies in Newport Beach73
- Family office companies in Irvine71
- Family office companies in Cincinnati70
- Family office companies in Portland69
- Family office companies in Seattle69
- Family office companies in Indianapolis63
- Family office companies in Boca Raton62
- Family office companies in Phoenix59
- Family office companies in Overland Park58
- Family office companies in Pittsburgh57
- Family office companies in Minneapolis56
- Family office companies in Columbus55
- Family office companies in Raleigh55
- Family office companies in Birmingham52
- Family office companies in Bellevue50
- Family office companies in Fort Worth50
- Family office companies in Las Vegas50
- Family office companies in Washington48
- Family office companies in Salt Lake City47
- Family office companies in Madison46
- Family office companies in San Antonio46
- Family office companies in Naples45
- Family office companies in Wilmington45
- Family office companies in Columbia44
- Family office companies in Omaha44
- Family office companies in Richmond44
- Family office companies in Grand Rapids43
- Family office companies in Memphis42
- Family office companies in Rochester42
- Family office companies in Sarasota41
- Family office companies in Cleveland40
- Family office companies in Greenville40
- Family office companies in Nashville40
- Family office companies in Orlando40
- Family office companies in Coral Gables39
- Family office companies in Louisville39
- Family office companies in Fort Lauderdale38
- Family office companies in Greenwood Village37
- Family office companies in Pasadena37
- Family office companies in Jacksonville36
- Family office companies in Walnut Creek36
- Family office companies in Charleston33
- Family office companies in Lexington33
- Family office companies in Santa Barbara33
- Family office companies in Colorado Springs32
- Family office companies in Plano32
- Family office companies in Springfield32
- Family office companies in Baton Rouge31
- Family office companies in Beverly Hills31
- Family office companies in Tulsa31
- Family office companies in Philadelphia30
- Family office companies in St Louis29
- Family office companies in Frisco28
- Family office companies in The Woodlands28
- Family office companies in Lake Oswego27
- Family office companies in Mclean27
- Family office companies in Troy27
- Family office companies in Westlake Village27
- Family office companies in Alpharetta26
- Family office companies in Bethesda26
- Family office companies in Greensboro26
- Family office companies in Melville26
- Family office companies in Oklahoma City26
- Family office companies in St. Louis26
- Family office companies in Kansas City25
- Family office companies in San Jose25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office companies are there based in New York, United States?
RevenueBase identified 491 family office companies headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Merrill Lynch, headquartered in New York, tops this list with the largest team on record.
Which city has the most family office companies?
New York leads with 491 headquartered companies, followed by Dallas (199) and Chicago (190).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 18,982 verified decision-maker contacts tracked across these 491 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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