Company lists · Data refreshed September 2026
Top 16 Family office managers based in Wayne, United States
RevenueBase identified 28 family office managers headquartered in Wayne, United States as of September 2026 and tracks 192 professional contacts across them, including 90 with verified work emails. New York is the largest hub.
This list covers family office managers headquartered in Wayne, 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 Wayne, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 24 contacts → | ||||
Indirect evidence “We are a specialized team of Private Wealth Advisors who collectively serve as our client’s Personal CFO.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 13 contacts → | ||||
Partial evidence “We are an independent, Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 13 contacts → | ||||
Strong evidence “Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “Transforming Complexity into Clarity for Your Personal Wealth As an independent, fee-only advisory firm, we bring deep expertise, personalized service, and a collaborative mindset…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Junto Wealth is an independent financial life planning firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Strong evidence “Almanack is a professional wealth management and advisory firm serving individuals, financial advisors, family offices, and other institutional investors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “At Gadsden Schneider & Woodward LLP, we focus our practice on many facets of wealth transfer planning – estate planning, trust and estate administration, charitable gift planning…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “Entrust Financial LLC® is an independent, fee-only wealth management firm, one of the few woman-founded, women-led firms in the region.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “As part of Northwestern Mutual's exclusive Private Client Group, Clarity Financial Planning Group provides comprehensive wealth management and financial planning strategies…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “MAGIS.pronounced "MAH-GIS".is a Latin adverb that means "better,""to do more,""to a greater extent," or "to go beyond." It is an expression of our aspiration of the services we…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Strong evidence “Axiom Asset Management (located in Wayne, PA) is a boutique wealth management practice focusing on discretionary management of investment portfolios for individuals, families, and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “The rules are changing; the old ways of investing may not be enough to help you get to and through retirement.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “At Estate Strategies Inc, a Holmes Group Company, our mission is to create, manage and sustain financial well-being, value, and security for our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Strong evidence “FRS Advisors offers comprehensive investment management services to individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “We provide thoughtful guidance for people who value stability, protection, and sustainable progress over unnecessary financial risk.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “At Bespoke Planning, we've reimagined the financial planning process.” 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 28 family office managers based in Wayne, United States
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Family office managers based in Wayne, 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 Wayne, so it is reported there. Company counts and contact totals on this page are exact for Wayne, over 28 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 Wayne, 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 Wayne 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, 90 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 Wayne, United States?
RevenueBase identified 28 family office managers headquartered in Wayne, 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?
Kathmere Capital Management, headquartered in Wayne, 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 90 verified decision-maker contacts tracked across these 28 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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