Company lists · Data refreshed September 2026
Top 22 Family office managers based in Columbia, United States
RevenueBase identified 38 company matches for family office managers associated with Columbia, United States as of September 2026 and tracks 256 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Columbia has 38.
This list covers company matches for family office managers associated with Columbia, 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.
The 22 largest family office managers based in Columbia, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 58 contacts → | ||||
Exact match “BWFA is one of the area’s leading comprehensive wealth management firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 16 contacts → | ||||
Exact match “When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “The professional team at Miller, Bales & Company, P.C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “We believe that the right people, following the right process, can produce the right results.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Our goal is to provide families and business owners with assistance in building their financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Caldwell Trust Company provides proven estate planning and investment options designed for the greatest benefit to our clients and their individual needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Our services encompass a wide range of wealth management strategies, including investment management, retirement planning, estate planning, tax optimization, and risk management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “We are trustworthy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Put more wealth in your pocket and minimize your tax liability.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Jamie M.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Personalized wealth management centered on bringing strategy and expertise to your most valued beliefs and goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “It is our mission at Lim Financial Group to take the stress out of your finances through proper financial planning and help you focus on achieving your dreams.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Brightworks oversees and coordinates the financial affairs of affluent business owners and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family office managers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 22 of 38 family office managers based in Columbia, United States
See the full list, filter by size, metro and specialty, and access 105 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office managers based in Columbia, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 38 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 Columbia, United States whose business descriptions match “family office managers” 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 105 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 managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
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 managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office managers are there based in Columbia, United States?
RevenueBase identified 38 company matches for family office managers associated with Columbia, 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?
Baltimore-Washington Financial Advisors 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 managers?
New York leads the United States with 396 company records, followed by Dallas (168) and Chicago (165). Columbia has 38.
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 105 professional contacts with verified work emails tracked across these 38 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.
Ready to reach these companies? Verified emails and direct dials for all 38 family office managers based in Columbia, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, 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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 22 family office managers based in Columbia, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 38 matching company records for family office managers based in Columbia, United States, with 256 tracked contacts and 105 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 family office managers based in Columbia, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 58 contacts → |
“BWFA is one of the area’s leading comprehensive wealth management firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Williams Asset Managementwilliamsassetmanagement.comHQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 16 contacts → |
“When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Miller, Bales & Company, P.Cmbcadvisors.comHQ: Columbia, MO, United StatesReported employees: 11-50 | Columbia, MO, United States | 11-50 | Exact match | 12 contacts → |
“The professional team at Miller, Bales & Company, P.C.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Anchor Investment Management, LLCanchorinvestmentmanagement.comHQ: Columbia, SC, United StatesReported employees: 11-50 | Columbia, SC, United States | 11-50 | Exact match | 9 contacts → |
“Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Phoenix Private Wealthphoenixprivatewealth.comHQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 9 contacts → |
“Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Barron Financial Groupbarronfin.comHQ: Columbia, SC, United StatesReported employees: 1-10 | Columbia, SC, United States | 1-10 | Exact match | 9 contacts → |
“Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | WR Wealth Plannerswrwealth.com HQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 8 contacts → |
“At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Vision Wealth Partnersvision-wealth.comHQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 8 contacts → |
“We believe that the right people, following the right process, can produce the right results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Reveal Wealthwerevealwealth.comHQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 7 contacts → |
“Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Eagle Bluffs Wealth Managementeaglebluffs.comHQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 5 contacts → |
“Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Clearview Wealth Advisorscvwealthadvisors.comHQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 4 contacts → |
“Our goal is to provide families and business owners with assistance in building their financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Caldwell Trustcaldwelltrusts.comHQ: Columbia, SC, United StatesReported employees: 1-10 | Columbia, SC, United States | 1-10 | Exact match | 4 contacts → |
“Caldwell Trust Company provides proven estate planning and investment options designed for the greatest benefit to our clients and their individual needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Janoskie Financial & Associatesjanoskiefinancial.comHQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 3 contacts → |
“Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Forum Advisory Servicesforumadvisoryservices.comHQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 3 contacts → |
“Our services encompass a wide range of wealth management strategies, including investment management, retirement planning, estate planning, tax optimization, and risk management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Premier Financialpremierfinancial1.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 3 contacts → |
“We are trustworthy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Efinancial Advisorsefinancialone.comHQ: Columbia, SC, United StatesReported employees: 1-10 | Columbia, SC, United States | 1-10 | Exact match | 3 contacts → |
“EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CBC Financialcolumbiabenefits.comHQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 2 contacts → |
“Put more wealth in your pocket and minimize your tax liability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JN Private Wealth Management, LLCjnprivatewealth.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 2 contacts → |
“Jamie M.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Trek Wealth Planningtrekwealth.comHQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 1 contacts → |
“Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Forty Wealth Forty W Advisorsfortywadvisors.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 1 contacts → |
“Personalized wealth management centered on bringing strategy and expertise to your most valued beliefs and goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  LIM Financial Grouplimfinancialgroup.comHQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 1 contacts → |
“It is our mission at Lim Financial Group to take the stress out of your finances through proper financial planning and help you focus on achieving your dreams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brightworks Wealth Managementbwwealth.comHQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 1 contacts → |
“Brightworks oversees and coordinates the financial affairs of affluent business owners and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 38 company matches
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Family office managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 38 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office managers did RevenueBase find based in Columbia, United States?
The saved snapshot records 38 matching company records, 256 tracked contacts and 105 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 22 family office managers based in Columbia, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/columbia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 22 family office managers based in Columbia, United States
RevenueBase records 38 matching company records for family office managers based in Columbia, United States, with 256 tracked contacts and 105 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 family office managers based in Columbia, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 58 contacts → |
“BWFA is one of the area’s leading comprehensive wealth management firms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Williams Asset Managementwilliamsassetmanagement.com HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 16 contacts → |
“When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Miller, Bales & Company, P.Cmbcadvisors.com HQ: Columbia, MO, United StatesReported employees: 11-50 | Columbia, MO, United States | 11-50 | Exact match | 12 contacts → |
“The professional team at Miller, Bales & Company, P.C.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Anchor Investment Management, LLCanchorinvestmentmanagement.com HQ: Columbia, SC, United StatesReported employees: 11-50 | Columbia, SC, United States | 11-50 | Exact match | 9 contacts → |
“Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Phoenix Private Wealthphoenixprivatewealth.com HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 9 contacts → |
“Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Barron Financial Groupbarronfin.com HQ: Columbia, SC, United StatesReported employees: 1-10 | Columbia, SC, United States | 1-10 | Exact match | 9 contacts → |
“Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | WR Wealth Plannerswrwealth.com HQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 8 contacts → |
“At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vision Wealth Partnersvision-wealth.com HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 8 contacts → |
“We believe that the right people, following the right process, can produce the right results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Reveal Wealthwerevealwealth.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 7 contacts → |
“Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Eagle Bluffs Wealth Managementeaglebluffs.com HQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 5 contacts → |
“Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Clearview Wealth Advisorscvwealthadvisors.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 4 contacts → |
“Our goal is to provide families and business owners with assistance in building their financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Caldwell Trustcaldwelltrusts.com HQ: Columbia, SC, United StatesReported employees: 1-10 | Columbia, SC, United States | 1-10 | Exact match | 4 contacts → |
“Caldwell Trust Company provides proven estate planning and investment options designed for the greatest benefit to our clients and their individual needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Janoskie Financial & Associatesjanoskiefinancial.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 3 contacts → |
“Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Forum Advisory Servicesforumadvisoryservices.com HQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 3 contacts → |
“Our services encompass a wide range of wealth management strategies, including investment management, retirement planning, estate planning, tax optimization, and risk management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Premier Financialpremierfinancial1.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 3 contacts → |
“We are trustworthy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Efinancial Advisorsefinancialone.com HQ: Columbia, SC, United StatesReported employees: 1-10 | Columbia, SC, United States | 1-10 | Exact match | 3 contacts → |
“EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CBC Financialcolumbiabenefits.com HQ: Columbia, MD, United StatesReported employees: 11-50 | Columbia, MD, United States | 11-50 | Exact match | 2 contacts → |
“Put more wealth in your pocket and minimize your tax liability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JN Private Wealth Management, LLCjnprivatewealth.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 2 contacts → |
“Jamie M.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Trek Wealth Planningtrekwealth.com HQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 1 contacts → |
“Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Forty Wealth Forty W Advisorsfortywadvisors.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 1 contacts → |
“Personalized wealth management centered on bringing strategy and expertise to your most valued beliefs and goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | LIM Financial Grouplimfinancialgroup.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 1 contacts → |
“It is our mission at Lim Financial Group to take the stress out of your finances through proper financial planning and help you focus on achieving your dreams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brightworks Wealth Managementbwwealth.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 1 contacts → |
“Brightworks oversees and coordinates the financial affairs of affluent business owners and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 38 company matches
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Family office managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 38 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office managers by metro in the United States
- Family office managers in New York396
- Family office managers in Dallas168
- Family office managers in Chicago165
- Family office managers in Atlanta154
- Family office managers in Houston143
- Family office managers in Miami137
- Family office managers in San Diego130
- Family office managers in San Francisco118
- Family office managers in Boston117
- Family office managers in Austin109
- Family office managers in Scottsdale103
- Family office managers in Denver97
- Family office managers in Los Angeles96
- Family office managers in Charlotte86
- Family office managers in Tampa71
- Family office managers in Newport Beach65
- Family office managers in Cincinnati64
- Family office managers in Irvine64
- Family office managers in Portland61
- Family office managers in Seattle58
- Family office managers in Indianapolis57
- Family office managers in Raleigh53
- Family office managers in Phoenix52
- Family office managers in Overland Park51
- Family office managers in Bellevue50
- Family office managers in Minneapolis50
- Family office managers in Boca Raton47
- Family office managers in Pittsburgh47
- Family office managers in Birmingham46
- Family office managers in Fort Worth46
- Family office managers in Columbus45
- Family office managers in Madison43
- Family office managers in San Antonio42
- Family office managers in Las Vegas41
- Family office managers in Richmond41
- Family office managers in Omaha40
- Family office managers in Washington40
- Family office managers in Memphis39
- Family office managers in Naples39
- Family office managers in Salt Lake City39
- Family office managers in Grand Rapids38
- Family office managers in Rochester38
- Family office managers in Cleveland37
- Family office managers in Nashville37
- Family office managers in Pasadena37
- Family office managers in Sarasota37
- Family office managers in Louisville36
- Family office managers in Walnut Creek35
- Family office managers in Wilmington35
- Family office managers in Greenville34
- Family office managers in Orlando34
- Family office managers in Coral Gables33
- Family office managers in Greenwood Village32
- Family office managers in Jacksonville31
- Family office managers in Santa Barbara31
- Family office managers in Charleston30
- Family office managers in Lexington30
- Family office managers in Plano30
- Family office managers in Colorado Springs29
- Family office managers in Fort Lauderdale29
- Family office managers in Springfield29
- Family office managers in Tulsa29
- Family office managers in Baton Rouge27
- Family office managers in Philadelphia27
- Family office managers in St. Louis26
- Family office managers in Bethesda25
- Family office managers in Mclean25
- Family office managers in Troy25
Questions about this company list
What does Exact match mean for family office managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office managers did RevenueBase find based in Columbia, United States?
The saved snapshot records 38 matching company records, 256 tracked contacts and 105 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office managers by geography
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil
- Family office managers based in Curitiba, Brazil
- Family office managers based in Porto Alegre, Brazil
- Family office managers based in Rio De Janeiro, Brazil
- Family office managers based in Sao Paulo, Brazil
- Family office managers based in Burlington, Canada
- Family office managers based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 22 family office managers based in Columbia, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/columbia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office managers based in Brisbane City, Australia
- Family office managers based in Brisbane, Australia
- Family office managers based in Melbourne, Australia
- Family office managers based in Perth, Australia
- Family office managers based in Sydney, Australia
- Family office managers based in Belo Horizonte, Brazil