Company lists · Data refreshed September 2026

Top 25 Family office managers based in Tampa, United States

RevenueBase identified 71 company matches for family office managers associated with Tampa, United States as of September 2026 and tracks 1,076 professional contacts across them, including 396 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Tampa has 71.

This list covers company matches for family office managers associated with Tampa, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
71Companies
1,076Contacts tracked
396Verified emails
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The 25 largest family office managers based in Tampa, United States

Ranked by team size
Top 25 of 71 company matches for family office managers based in Tampa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202651-200487 contacts →

Exact match

“Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchTampa, FL, United StatesHQ recorded Sep 20, 2026501-1,000146 contacts →

Exact match

“Liberty Group is a Single Family Office serving as a fully discretionary platform focused on preservation and diversification of capital across nearly $1Billion USD in portfolio…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202651-20052 contacts →

Exact match

“Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-5025 contacts →

Exact match

“Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-5021 contacts →

Exact match

“Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-5021 contacts →

Exact match

“For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-5018 contacts →

Exact match

“Fidelis Capital Partners is an advisor-owned wealth management firm dedicated to simplifying the complex investment and planning needs of ultra-high-net-worth individuals…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-5018 contacts →

Exact match

“Our DNA is Different.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchTampa, United StatesHQ recorded Sep 20, 202611-5018 contacts →

Exact match

“Third Lake Capital is a family office specializing in a broad range of investments including private equity, real estate, and venture capital.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202651-20013 contacts →

Exact match

“First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-1012 contacts →

Exact match

“Param Hansa Values LLC is a private investment firm that manages the assets of Dheeraj Pandey - Chairman/CEO of DevRev, founder and erstwhile Chairman/CEO of Nutanix…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-1011 contacts →

Exact match

“Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“Wealth management is not a one-time event, but an ongoing process that will last throughout your life.”

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

Exact match

“Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Lindell Investments Inc.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“A Veteran owned and operated Wealth Management group, committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“BT Wealth Advisors is committed to taking the time to understand your financial goals and objectives while working closely with you to achieve comprehensive wealth management.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“At Golden Road Advisors, our mission is to help you gain the financial confidence you need to live the life you want.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“A full-service wealth management firm, SFG Wealth Advisors specializes in creating financial strategies that allow our clients the opportunity to pursue their goals and dreams…”

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

Exact match

“We believe effective wealth management is the ongoing process of helping our clients accumulate, manage, and distribute assets for a lifetime of financial independence and legacy…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-505 contacts →

Exact match

“Regardless of your current financial status, if you are motivated to take action towards maximizing your wealth, reducing taxes and/or providing financial security for you and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchTampa, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We make giving easy!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Welcome to InTrust Advisors At InTrust Advisors, we understand that managing wealth can be complex and overwhelming.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“American Family Legacy Group is a wealth management firm dedicated to providing independent and wealth management advice through personalized service and expert financial…”

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

Showing 25 of 71 family office managers based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 396 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office managers based in Tampa, United States at a glance

As of Sep 20, 2026
36.8%Verified-email coverage
15.2Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
49
11-50
17
51-200
3
501-1,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 71 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 Tampa, 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 396 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

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 Tampa, United States?

RevenueBase identified 71 company matches for family office managers associated with Tampa, 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?

Florida 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). Tampa has 71.

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 396 professional contacts with verified work emails tracked across these 71 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.