Company lists · Data refreshed September 2026

Top 25 Family office outsourcing providers based in the United States

Name: Family office outsourcing providers based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 16,524 companies tracked

RevenueBase identified 16,524 company matches for family office outsourcing providers associated with the United States as of September 2026 and tracks 278,315 professional contacts across them, including 134,614 with verified work emails. New York is the largest hub.

This list covers company matches for family office outsourcing providers associated with the 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 28, 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 28, 2026 How this list was built

16,524Companies

278,315Contacts tracked

134,614Verified emails

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The 25 largest family office outsourcing providers based in the United States

Ranked by team size

Top 25 of 16,524 company matches for family office outsourcing providers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 28, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 28, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,898 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,346 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Stephens	Exact match	Little Rock, AR, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,345 contacts →
	Exact match “Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Corient	Exact match	Miami, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,112 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 28, 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 outsourcing providers”. 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 25 of 16,524 family office outsourcing providers based in the United States

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Family office outsourcing providers based in the United States at a glance

As of Sep 28, 2026

48.4%Verified-email coverage

16.8Average contacts per company

1-10Median size (employees)

3.4%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11,969

11-50

3,615

51-200

671

201-500

112

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 16,524 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 the United States whose business descriptions match “family office outsourcing providers” 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 134,614 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 28, 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 outsourcing providers by metro

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 outsourcing providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office outsourcing providers are there based in the United States?

RevenueBase identified 16,524 company matches for family office outsourcing providers associated with the 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?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most family office outsourcing providers?

New York leads with 556 company records, followed by Atlanta (235) and Dallas (221).

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 134,614 professional contacts with verified work emails tracked across these 16,524 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 28, 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.