Company lists · Data refreshed September 2026
Top 25 Family office firms based in Birmingham, United States
RevenueBase identified 51 family office firms headquartered in Birmingham, United States as of September 2026 and tracks 861 professional contacts across them, including 436 with verified work emails. New York is the largest hub.
This list covers family office firms headquartered in Birmingham, 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 firms based in Birmingham, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 284 contacts → | ||||
Indirect evidence “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 73 contacts → | ||||
Indirect evidence “NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 53 contacts → | ||||
Indirect evidence “Schechter is a third-generation financial services firm based in Birmingham, MI.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 51 contacts → | ||||
Indirect evidence “The Welch Group, LLC was founded in 1984 as a way for Stewart H.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Indirect evidence “Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Indirect evidence “info@mitchellfo.com” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Indirect evidence “Murfee Meadows is an experienced financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “We are an independent advisory firm committed to delivering tailored planning and comprehensive services to help clients navigate a complex marketplace and protect wealth for…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “INTELUS Wealth Management is a financial planning firm founded by a financial professional with over 19 years of financial planning experience.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Navigate provides a full-service platform for advisors who want to own, manage and grow their own practices.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Indirect evidence “CMC Financial Jim Sumpter and Andy Graffeo brought their combined financial planning, tax strategies and investment expertise together to fortify your financial experience from…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “Wealth building to take you beyond.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence “We are an innovative investment advisory and wealth planning firm focused on creating lasting impact.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “Disciplined Equity Management, Inc.(DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial evidence “Motive is a fiduciary wealth management firm that advises a purposefully limited number of high net worth families in the context of deep relationships.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect and transfer wealth through objective, tailored…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “At The McGriff Alliance our stated mission is "Designing Strategies for Financial Security." We have enormous enthusiasm for helping successful people enhance and preserve their…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Partial evidence “RockBridge Group is committed to strengthening client and advisor relationships through superior advice and tax-efficient solutions for the unique planning needs of families with…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Strong evidence “We are a family office that assists our partners in seeking financial stability and growth over a long term investment horizon.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “Of all the decisions you will make, choosing the right wealth planning team is possibly one of the most important.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “Financial freedom is not an option.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “Long Lake Capital Management, LLC constructs and manages investment portfolios for individual clients, trusts, estates and other entities.” 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 firms. 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 firms.
- Partial evidence
- Its own public description names part of family office firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office firms. 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 51 family office firms based in Birmingham, United States
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Family office firms based in Birmingham, 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 Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 51 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 firms, 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 Birmingham, United States whose own description of what they do matches “family office firms”. 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 firms), 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 firms, and records with no verified work email. Companies headquartered outside Birmingham 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, 436 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 firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Richmond44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Memphis42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in St Louis29
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in St. Louis26
- Family office firms in West Des Moines25
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 firms, 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 firms are there based in Birmingham, United States?
RevenueBase identified 51 family office firms headquartered in Birmingham, 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?
Waverly Advisors, LLC, headquartered in Birmingham, tops this list with the largest team on record.
Which city has the most family office firms?
New York leads with 493 headquartered companies, followed by Dallas (195) and Chicago (188).
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 436 verified decision-maker contacts tracked across these 51 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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Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
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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