Company lists · Data refreshed September 2026
Top 25 Family office managers based in Portland, United States
RevenueBase identified 61 family office managers headquartered in Portland, United States as of September 2026 and tracks 636 professional contacts across them, including 367 with verified work emails. New York is the largest hub.
This list covers family office managers headquartered in Portland, 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 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office managers based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Partial evidence “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 45 contacts → | ||||
Partial evidence “Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 contacts → | ||||
Partial evidence “Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Strong evidence “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Partial evidence “The Firm Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 24 contacts → | ||||
Partial evidence “We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 19 contacts → | ||||
Indirect evidence “Financial Reserve Companies Financial Reserve, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Indirect evidence “Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Strong evidence “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Partial evidence “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Indirect evidence “Caress Law, PC advises clients on transferring wealth, inheritance, estate, gift and generational taxes, protecting assets, meeting charitable-giving objectives, creating…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Partial evidence “At Columbia Associates Wealth Management, we understand that financial planning is not merely about numbers; it's about dreams, aspirations, and securing a future for you and your…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Partial evidence “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Partial evidence “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Partial evidence “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Indirect evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Partial evidence “Cable Hill Partners merged with Coldstream Capital Management on June 1st 2025.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “Financial Success Means More Than Just Great Investments!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence “Your interests.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Partial evidence “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Partial evidence “IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.” Source: RevenueBase Database · checked Sep 20, 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 25 of 61 family office managers based in Portland, United States
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Family office managers based in Portland, 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 Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 61 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 Portland, 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 Portland 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, 367 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 20, 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 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 Columbia38
- 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 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 Portland, United States?
RevenueBase identified 61 family office managers headquartered in Portland, 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?
R.M. Davis, headquartered in Portland, tops this list with the largest team on record.
Which city has the most family office managers?
New York leads with 396 headquartered companies, followed by Dallas (168) and Chicago (165).
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 367 verified decision-maker contacts tracked across these 61 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 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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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