Company lists · Data refreshed September 2026
Top 25 Family office companies based in Portland, United States
RevenueBase identified 69 family office companies headquartered in Portland, United States as of September 2026 and tracks 692 professional contacts across them, including 403 with verified work emails. New York is the largest hub.
This list covers family office companies headquartered in Portland, 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 Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Partial evidence “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 45 contacts → | ||||
Indirect evidence “Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 contacts → | ||||
Indirect evidence “Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Partial evidence “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Indirect evidence “The Firm Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 24 contacts → | ||||
Indirect evidence “We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 22 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 19 contacts → | ||||
Indirect evidence “Financial Reserve Companies Financial Reserve, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Partial evidence “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Indirect evidence “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Indirect evidence “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Indirect evidence “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Indirect evidence “Caress Law, PC advises clients on transferring wealth, inheritance, estate, gift and generational taxes, protecting assets, meeting charitable-giving objectives, creating…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “At Columbia Associates Wealth Management, we understand that financial planning is not merely about numbers; it's about dreams, aspirations, and securing a future for you and your…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Indirect evidence “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Indirect evidence “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Indirect evidence “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Indirect evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Indirect evidence “Cable Hill Partners merged with Coldstream Capital Management on June 1st 2025.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 7 contacts → | ||||
Indirect evidence “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Indirect evidence “Financial Success Means More Than Just Great Investments!” 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 69 family office companies based in Portland, United States
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Family office companies based in Portland, 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 Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 69 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 Portland, 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 Portland 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, 403 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 Portland, United States?
RevenueBase identified 69 family office companies headquartered in Portland, 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?
R.M. Davis, headquartered in Portland, 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 403 verified decision-maker contacts tracked across these 69 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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