Company lists · Data refreshed September 2026

Top 25 Family office firms based in Scottsdale, United States

RevenueBase identified 110 company matches for family office firms associated with Scottsdale, United States as of September 2026 and tracks 792 professional contacts across them, including 311 with verified work emails. Across the United States, New York is the largest hub for this category (493 companies); Scottsdale has 110.

This list covers company matches for family office firms associated with Scottsdale, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
110Companies
792Contacts tracked
311Verified emails
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The 25 largest family office firms based in Scottsdale, United States

Ranked by team size
Top 25 of 110 company matches for family office firms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202651-20095 contacts →

Exact match

“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5056 contacts →

Exact match

“Wilde Wealth Management Group.A Personal Approach to Wealth Management!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5039 contacts →

Exact match

“Fortitude Family Office is a privately owned, multi-family office that serves individuals, business owners, institutions, and families navigating the complexity of wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5030 contacts →

Exact match

“Wealth Management | Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-1020 contacts →

Exact match

“Wealth Strategies Advisory Group is proud to provide a full range of world-class wealth management services to meet the needs of affluent individuals and families, business owners…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5017 contacts →

Exact match

“We create sophisticated yet simple solutions for complicated financial situations.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5014 contacts →

Exact match

“The financial world can be overwhelming.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“Founded in 1998, Boyer Law p.c.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-509 contacts →

Exact match

“Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-507 contacts →

Exact match

“At Blakely Walters, planning starts with you.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchScottsdale, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Harmony Asset Management ("HarmonyAM") is a wealth management firm that provides investment services to high net-worth individuals, endowments & foundations, and corporate…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-506 contacts →

Exact match

“Meaningful Integration of Life and Wealth”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 202611-506 contacts →

Exact match

“At Zenith, we believe that your wealth management team should feel like family.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Patrick Ventures was founded by Patrick O’Meara after a period of successful real estate investments.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchScottsdale, AZ, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Bringing Clarity To Complex Situations Wealth Management Solutions provides outstanding financial planning and investment management services to a select number of families and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 110 family office firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 311 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office firms based in Scottsdale, United States at a glance

As of Sep 20, 2026
39.3%Verified-email coverage
7.2Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
80
11-50
25
51-200
5

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 110 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 Scottsdale, United States whose business descriptions match “family office firms” 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 311 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 firms by metro in the United States

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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office firms are there based in Scottsdale, United States?

RevenueBase identified 110 company matches for family office firms associated with Scottsdale, 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?

Ffec Wealth Partners 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 firms?

New York leads the United States with 493 company records, followed by Dallas (195) and Chicago (188). Scottsdale has 110.

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 311 professional contacts with verified work emails tracked across these 110 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.

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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 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.