Company lists · Data refreshed September 2026
Top 25 Family office companies based in Tampa, United States
RevenueBase identified 78 family office companies headquartered in Tampa, United States as of September 2026 and tracks 1,123 professional contacts across them, including 422 with verified work emails. New York is the largest hub.
This list covers family office companies headquartered in Tampa, 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 Tampa, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 487 contacts → | ||||
Indirect evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 146 contacts → | ||||
Strong evidence “Liberty Group is a Single Family Office serving as a fully discretionary platform focused on preservation and diversification of capital across nearly $1Billion USD in portfolio…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 52 contacts → | ||||
Indirect evidence “Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 25 contacts → | ||||
Indirect evidence “Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Strong evidence “Third Lake Solutions, LLC (“TLS") provides technology-based middle and back-office solutions to affiliated entities as well as ultra-high net worth individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Partial evidence “Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Partial evidence “For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 contacts → | ||||
Indirect evidence “Fidelis Capital Partners is an advisor-owned wealth management firm dedicated to simplifying the complex investment and planning needs of ultra-high-net-worth individuals…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 18 contacts → | ||||
Indirect evidence “Our DNA is Different.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 18 contacts → | ||||
Strong evidence “Third Lake Capital is a family office specializing in a broad range of investments including private equity, real estate, and venture capital.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Indirect evidence “Param Hansa Values LLC is a private investment firm that manages the assets of Dheeraj Pandey - Chairman/CEO of DevRev, founder and erstwhile Chairman/CEO of Nutanix…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Indirect evidence “Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Indirect evidence “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Strong evidence “HFO is a Single Family Office located in Tampa, FL specializing in real estate development, structured lending, and direct investment.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Indirect evidence “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Indirect evidence “Lindell Investments Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “A Veteran owned and operated Wealth Management group, committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Indirect evidence “BT Wealth Advisors is committed to taking the time to understand your financial goals and objectives while working closely with you to achieve comprehensive wealth management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence “At Golden Road Advisors, our mission is to help you gain the financial confidence you need to live the life you want.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “A full-service wealth management firm, SFG Wealth Advisors specializes in creating financial strategies that allow our clients the opportunity to pursue their goals and dreams…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “We believe effective wealth management is the ongoing process of helping our clients accumulate, manage, and distribute assets for a lifetime of financial independence and legacy…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Indirect evidence “Regardless of your current financial status, if you are motivated to take action towards maximizing your wealth, reducing taxes and/or providing financial security for you and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence 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 78 family office companies based in Tampa, United States
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Family office companies based in Tampa, 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 Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 78 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 Tampa, 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 Tampa 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, 422 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 Tampa, United States?
RevenueBase identified 78 family office companies headquartered in Tampa, 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?
Florida Financial Advisors, headquartered in Tampa, 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 422 verified decision-maker contacts tracked across these 78 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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