Company lists · Data refreshed September 2026
Top 16 Family office managers based in Lafayette, United States
RevenueBase identified 30 family office managers headquartered in Lafayette, United States as of September 2026 and tracks 144 professional contacts across them, including 63 with verified work emails. New York is the largest hub.
This list covers family office managers headquartered in Lafayette, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 16 largest family office managers based in Lafayette, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 15 contacts → | ||||
Partial evidence “When it comes to accomplishing the financial goals of you, your family, and your business, Summit Financial Wealth Advisors has the team and experience to keep you on track.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 15 contacts → | ||||
Indirect evidence “At Darnall Sikes Wealth Partners, your prosperity is our priority.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 8 contacts → | ||||
Indirect evidence “As full service financial planners, working with us means digging in deep to discover what your unique set of needs are.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 7 contacts → | ||||
Indirect evidence “Founded in 1992, the advisors of The Foundation Investment Group have more than 80 years of combined experience in implementing both private and public alternative investment…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 5 contacts → | ||||
Strong evidence “Gettings Reed Financial is a comprehensive Financial Planning firm providing investment management services to individuals and families including retirement, estate, and insurance…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Indirect evidence “At BCM, we work with financial planning and advisory clients who have or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Partial evidence “Traditional methods of creating retirement wealth are used by the majority of brokers, but there are much better ways to manage money today.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Iberia Financial Services, L.L.C is dedicated to helping its clients achieve their long-term financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Indirect evidence “For many, our largest investment asset is our 401(k) or other workplace account, but finding good personal and local advice or help managing it can be challenging.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “OUR MISSION: We are in this business to advise and educate you through personalized financial strategies and investments.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Today's investment climate offers unprecedented opportunities, but at the same time, can seem dauntingly complex.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Carrier Wealth Management is a firm founded by M.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “BBK Wealth is a true fiduciary partner.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Wallace Advisory Group was founded in 2015 by Bill, Joe and Craig Wallace to serve high net worth families and business owners as a fully independent advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Stone Wealth Partners is an independently owned investment advisory firm with a solid history of providing dedicated, personalized service to our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “The most important strategy happens in the fourth quarter – of a game, and the business calendar of your life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office managers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office managers.
- Partial evidence
- Its own public description names part of family office managers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office managers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 30 family office managers based in Lafayette, United States
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Family office managers based in Lafayette, 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 Lafayette, so it is reported there. Company counts and contact totals on this page are exact for Lafayette, over 30 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office managers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Lafayette, United States whose own description of what they do matches “family office managers”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office managers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office managers, and records with no verified work email. Companies headquartered outside Lafayette are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 63 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office 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 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 St Louis38
- 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 St. Louis33
- 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 Englewood30
- 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 Plymouth27
- 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 Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office managers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office managers are there based in Lafayette, United States?
RevenueBase identified 30 family office managers headquartered in Lafayette, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Summit Financial Wealth Advisors, headquartered in Lafayette, tops this list with the largest team on record.
Which city has the most family office managers?
New York leads with 534 headquartered companies, followed by Atlanta (233) and Dallas (229).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 63 verified decision-maker contacts tracked across these 30 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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