Company lists · Data refreshed September 2026
Top 15 Family office managers based in Englewood, United States
RevenueBase identified 30 company matches for family office managers associated with Englewood, United States as of September 2026 and tracks 820 professional contacts across them, including 560 with verified work emails. Across the United States, New York is the largest hub for this category (534 companies); Englewood has 30.
This list covers company matches for family office managers associated with Englewood, 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 19, 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 15 largest family office managers based in Englewood, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 692 contacts → | ||||
Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 13 contacts → | ||||
Exact match “Big dreams, zero time to spare?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match “The Browning Group II, LLC is a diversified financial service firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match “Welcome to Law Mother, a Law Firm dedicated to the modern family.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Noble Wealth Management is a high end financial planning firm with a team of experienced and credentialed advisors to advise and guide the totality of your financial life…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 4 contacts → | ||||
Exact match “Through an integrated family of companies, Vineyard harnesses the portfolio construction talents of global investment managers and the strategic planning capabilities of its…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “We provide financial services for clients who insist on custom solutions designed to adapt to their ever-changing needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “At Alpha Principle, we believe the future of wealth management requires a deeper approach-one grounded in wisdom, innovation, and purpose.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “We operate as a Family Office and have a wide variety of investments ranging from commercial real estate to manufacturing companies to startup Internet companies who are building…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “There’s a good chance you have many financial needs as you approach retirement - a complete risk analysis, retirement income, tax planning, estate considerations, integrated…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Quintus Financial Services is a firm that strives to take clients to a new level of service, knowledge, and opportunity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “At McNerney Financial, our mission is to bring value to every individual and family that we meet and always have the client’s best interest in mind.” Recorded in the RevenueBase company graph · Sep 19, 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 15 of 30 family office managers based in Englewood, United States
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Family office managers based in Englewood, 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 Englewood, so it is reported there. Company counts and contact totals on this page are exact for Englewood, over 30 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 Englewood, 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 560 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 19, 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 York534
- Family office managers in Atlanta233
- Family office managers in Dallas229
- Family office managers in Houston211
- Family office managers in Chicago207
- Family office managers in Miami191
- Family office managers in San Diego187
- Family office managers in Austin159
- Family office managers in San Francisco158
- Family office managers in Scottsdale147
- Family office managers in Boston146
- Family office managers in Los Angeles142
- Family office managers in Denver137
- Family office managers in Charlotte131
- Family office managers in Tampa114
- Family office managers in Newport Beach100
- Family office managers in Cincinnati96
- Family office managers in Portland90
- Family office managers in Seattle83
- Family office managers in Boca Raton82
- Family office managers in Irvine79
- Family office managers in Overland Park78
- Family office managers in Phoenix78
- Family office managers in Indianapolis77
- Family office managers in Minneapolis74
- Family office managers in Raleigh73
- Family office managers in St. Louis71
- Family office managers in Columbus70
- Family office managers in Bellevue68
- Family office managers in Las Vegas66
- Family office managers in Pittsburgh66
- Family office managers in Omaha65
- Family office managers in Birmingham64
- Family office managers in Fort Worth63
- Family office managers in San Antonio62
- Family office managers in Columbia61
- Family office managers in Rochester58
- Family office managers in Salt Lake City58
- Family office managers in Sarasota58
- Family office managers in Washington57
- Family office managers in Wilmington57
- Family office managers in Grand Rapids56
- Family office managers in Greenville56
- Family office managers in Louisville55
- Family office managers in Richmond55
- Family office managers in Coral Gables53
- Family office managers in Madison53
- Family office managers in Naples53
- Family office managers in Cleveland52
- Family office managers in Jacksonville52
- Family office managers in Nashville52
- Family office managers in Orlando52
- Family office managers in Fort Lauderdale50
- Family office managers in Colorado Springs49
- Family office managers in Greenwood Village49
- Family office managers in Pasadena49
- Family office managers in Walnut Creek48
- Family office managers in Memphis46
- Family office managers in Plano46
- Family office managers in Lexington45
- Family office managers in Springfield44
- Family office managers in Troy41
- Family office managers in Tulsa41
- Family office managers in Philadelphia40
- Family office managers in Charleston38
- Family office managers in Lake Oswego38
- Family office managers in Tucson38
- Family office managers in Alpharetta37
- Family office managers in Westlake Village37
- Family office managers in Santa Barbara36
- Family office managers in Baton Rouge35
- Family office managers in Frisco35
- Family office managers in Mclean35
- Family office managers in Melville35
- Family office managers in Oklahoma City35
- Family office managers in Bethesda34
- Family office managers in Beverly Hills34
- Family office managers in Boulder34
- Family office managers in Franklin34
- Family office managers in Virginia Beach34
- Family office managers in Greensboro33
- Family office managers in Knoxville33
- Family office managers in The Woodlands33
- Family office managers in Brentwood32
- Family office managers in Buffalo32
- Family office managers in San Jose32
- Family office managers in Kansas City31
- Family office managers in Lafayette30
- Family office managers in Red Bank30
- Family office managers in Bloomington29
- Family office managers in Fort Wayne29
- Family office managers in Lincoln29
- Family office managers in Westport29
- Family office managers in Chattanooga28
- Family office managers in Wayne28
- Family office managers in Wichita28
- Family office managers in Ann Arbor27
- Family office managers in Annapolis27
- Family office managers in Carmel27
- Family office managers in Jackson27
- Family office managers in Minnetonka27
- Family office managers in Naperville27
- Family office managers in Reno27
- Family office managers in Reston27
- Family office managers in Roseville27
- Family office managers in West Chester27
- Family office managers in West Des Moines27
- Family office managers in Alexandria26
- Family office managers in Honolulu26
- Family office managers in Northbrook26
- Family office managers in Pittsford26
- Family office managers in Princeton26
- Family office managers in Woodbury26
- Family office managers in Bloomfield Hills25
- Family office managers in Fort Collins25
- Family office managers in Littleton25
- Family office managers in Portsmouth25
- Family office managers in Tempe25
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 Englewood, United States?
RevenueBase identified 30 company matches for family office managers associated with Englewood, 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?
Pathstone 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 534 company records, followed by Atlanta (233) and Dallas (229). Englewood has 30.
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 560 professional contacts with verified work emails tracked across these 30 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 30 family office managers based in Englewood, 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
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- 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 15 family office managers based in Englewood, 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 30 matching company records for family office managers based in Englewood, United States, with 820 tracked contacts and 560 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 15 family office managers based in Englewood, 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 |  Pathstonepathstone.comHQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Inverness Wealth Managementinvernesswealthmanagement.comHQ: Englewood, CO, United StatesReported employees: 11-50 | Englewood, CO, United States | 11-50 | Exact match | 13 contacts → |
“Big dreams, zero time to spare?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Browning Group Ii, LLCtbg2i.comHQ: Englewood, CO, United StatesReported employees: 11-50 | Englewood, CO, United States | 11-50 | Exact match | 11 contacts → |
“The Browning Group II, LLC is a diversified financial service firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LAW Motherlawmother.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 10 contacts → |
“Welcome to Law Mother, a Law Firm dedicated to the modern family.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Noble Wealth Management PBCmynoblewealth.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 7 contacts → |
“Noble Wealth Management is a high end financial planning firm with a team of experienced and credentialed advisors to advise and guide the totality of your financial life…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vineyard Global Advisorsvineyardglobaladvisors.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“Through an integrated family of companies, Vineyard harnesses the portfolio construction talents of global investment managers and the strategic planning capabilities of its…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Advised Assets Group LLCadvisedassetsgroup.com HQ: Englewood, CO, United StatesReported employees: 11-50 | Englewood, CO, United States | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Design Wealth Advisorsdesignwealthadvisors.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“We provide financial services for clients who insist on custom solutions designed to adapt to their ever-changing needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Alpha Principle, LLCalphaprinciple.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“At Alpha Principle, we believe the future of wealth management requires a deeper approach-one grounded in wisdom, innovation, and purpose.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Parlayoparlayo.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“We operate as a Family Office and have a wide variety of investments ranging from commercial real estate to manufacturing companies to startup Internet companies who are building…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cherry Creek Investment Advisors, INCcherrycreekinvestmentadvisors.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Harmony Private Client Advisersharmonypca.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 3 contacts → |
“Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Blue Heron Capital, LLCyourmoneyyourretirement.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 3 contacts → |
“There’s a good chance you have many financial needs as you approach retirement - a complete risk analysis, retirement income, tax planning, estate considerations, integrated…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Quintus Financial Servicesquintusfinancialservices.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 2 contacts → |
“Quintus Financial Services is a firm that strives to take clients to a new level of service, knowledge, and opportunity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mcnerney Financialmcnfin.comHQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 2 contacts → |
“At McNerney Financial, our mission is to bring value to every individual and family that we meet and always have the client’s best interest in mind.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 30 company matches
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Family office managers: dataset insights
September 19, 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
30 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 Englewood, so it is reported there. Company counts and contact totals on this page are exact for Englewood, over 30 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 19, 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 York534
- Family office managers in Atlanta233
- Family office managers in Dallas229
- Family office managers in Houston211
- Family office managers in Chicago207
- Family office managers in Miami191
- Family office managers in San Diego187
- Family office managers in Austin159
- Family office managers in San Francisco158
- Family office managers in Scottsdale147
- Family office managers in Boston146
- Family office managers in Los Angeles142
- Family office managers in Denver137
- Family office managers in Charlotte131
- Family office managers in Tampa114
- Family office managers in Newport Beach100
- Family office managers in Cincinnati96
- Family office managers in Portland90
- Family office managers in Seattle83
- Family office managers in Boca Raton82
- Family office managers in Irvine79
- Family office managers in Overland Park78
- Family office managers in Phoenix78
- Family office managers in Indianapolis77
- Family office managers in Minneapolis74
- Family office managers in Raleigh73
- Family office managers in St. Louis71
- Family office managers in Columbus70
- Family office managers in Bellevue68
- Family office managers in Las Vegas66
- Family office managers in Pittsburgh66
- Family office managers in Omaha65
- Family office managers in Birmingham64
- Family office managers in Fort Worth63
- Family office managers in San Antonio62
- Family office managers in Columbia61
- Family office managers in Rochester58
- Family office managers in Salt Lake City58
- Family office managers in Sarasota58
- Family office managers in Washington57
- Family office managers in Wilmington57
- Family office managers in Grand Rapids56
- Family office managers in Greenville56
- Family office managers in Louisville55
- Family office managers in Richmond55
- Family office managers in Coral Gables53
- Family office managers in Madison53
- Family office managers in Naples53
- Family office managers in Cleveland52
- Family office managers in Jacksonville52
- Family office managers in Nashville52
- Family office managers in Orlando52
- Family office managers in Fort Lauderdale50
- Family office managers in Colorado Springs49
- Family office managers in Greenwood Village49
- Family office managers in Pasadena49
- Family office managers in Walnut Creek48
- Family office managers in Memphis46
- Family office managers in Plano46
- Family office managers in Lexington45
- Family office managers in Springfield44
- Family office managers in Troy41
- Family office managers in Tulsa41
- Family office managers in Philadelphia40
- Family office managers in Charleston38
- Family office managers in Lake Oswego38
- Family office managers in Tucson38
- Family office managers in Alpharetta37
- Family office managers in Westlake Village37
- Family office managers in Santa Barbara36
- Family office managers in Baton Rouge35
- Family office managers in Frisco35
- Family office managers in Mclean35
- Family office managers in Melville35
- Family office managers in Oklahoma City35
- Family office managers in Bethesda34
- Family office managers in Beverly Hills34
- Family office managers in Boulder34
- Family office managers in Franklin34
- Family office managers in Virginia Beach34
- Family office managers in Greensboro33
- Family office managers in Knoxville33
- Family office managers in The Woodlands33
- Family office managers in Brentwood32
- Family office managers in Buffalo32
- Family office managers in San Jose32
- Family office managers in Kansas City31
- Family office managers in Lafayette30
- Family office managers in Red Bank30
- Family office managers in Bloomington29
- Family office managers in Fort Wayne29
- Family office managers in Lincoln29
- Family office managers in Westport29
- Family office managers in Chattanooga28
- Family office managers in Wayne28
- Family office managers in Wichita28
- Family office managers in Ann Arbor27
- Family office managers in Annapolis27
- Family office managers in Carmel27
- Family office managers in Jackson27
- Family office managers in Minnetonka27
- Family office managers in Naperville27
- Family office managers in Reno27
- Family office managers in Reston27
- Family office managers in Roseville27
- Family office managers in West Chester27
- Family office managers in West Des Moines27
- Family office managers in Alexandria26
- Family office managers in Honolulu26
- Family office managers in Northbrook26
- Family office managers in Pittsford26
- Family office managers in Princeton26
- Family office managers in Woodbury26
- Family office managers in Bloomfield Hills25
- Family office managers in Fort Collins25
- Family office managers in Littleton25
- Family office managers in Portsmouth25
- Family office managers in Tempe25
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 Englewood, United States?
The saved snapshot records 30 matching company records, 820 tracked contacts and 560 verified emails. The public preview displays 15 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 19, 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 15 family office managers based in Englewood, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/englewood.
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 15 family office managers based in Englewood, United States
RevenueBase records 30 matching company records for family office managers based in Englewood, United States, with 820 tracked contacts and 560 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 15 family office managers based in Englewood, 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 | Pathstonepathstone.com HQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Inverness Wealth Managementinvernesswealthmanagement.com HQ: Englewood, CO, United StatesReported employees: 11-50 | Englewood, CO, United States | 11-50 | Exact match | 13 contacts → |
“Big dreams, zero time to spare?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Browning Group Ii, LLCtbg2i.com HQ: Englewood, CO, United StatesReported employees: 11-50 | Englewood, CO, United States | 11-50 | Exact match | 11 contacts → |
“The Browning Group II, LLC is a diversified financial service firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LAW Motherlawmother.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 10 contacts → |
“Welcome to Law Mother, a Law Firm dedicated to the modern family.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Noble Wealth Management PBCmynoblewealth.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 7 contacts → |
“Noble Wealth Management is a high end financial planning firm with a team of experienced and credentialed advisors to advise and guide the totality of your financial life…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vineyard Global Advisorsvineyardglobaladvisors.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“Through an integrated family of companies, Vineyard harnesses the portfolio construction talents of global investment managers and the strategic planning capabilities of its…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Advised Assets Group LLCadvisedassetsgroup.com HQ: Englewood, CO, United StatesReported employees: 11-50 | Englewood, CO, United States | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Design Wealth Advisorsdesignwealthadvisors.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“We provide financial services for clients who insist on custom solutions designed to adapt to their ever-changing needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Alpha Principle, LLCalphaprinciple.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“At Alpha Principle, we believe the future of wealth management requires a deeper approach-one grounded in wisdom, innovation, and purpose.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Parlayoparlayo.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 4 contacts → |
“We operate as a Family Office and have a wide variety of investments ranging from commercial real estate to manufacturing companies to startup Internet companies who are building…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cherry Creek Investment Advisors, INCcherrycreekinvestmentadvisors.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Harmony Private Client Advisersharmonypca.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 3 contacts → |
“Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Blue Heron Capital, LLCyourmoneyyourretirement.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 3 contacts → |
“There’s a good chance you have many financial needs as you approach retirement - a complete risk analysis, retirement income, tax planning, estate considerations, integrated…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Quintus Financial Servicesquintusfinancialservices.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 2 contacts → |
“Quintus Financial Services is a firm that strives to take clients to a new level of service, knowledge, and opportunity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mcnerney Financialmcnfin.com HQ: Englewood, CO, United StatesReported employees: 1-10 | Englewood, CO, United States | 1-10 | Exact match | 2 contacts → |
“At McNerney Financial, our mission is to bring value to every individual and family that we meet and always have the client’s best interest in mind.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 30 company matches
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Family office managers: dataset insights
September 19, 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
30 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 Englewood, so it is reported there. Company counts and contact totals on this page are exact for Englewood, over 30 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 19, 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
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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 Englewood, United States?
The saved snapshot records 30 matching company records, 820 tracked contacts and 560 verified emails. The public preview displays 15 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 19, 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 15 family office managers based in Englewood, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/family-office-managers/united-states/englewood.
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