Company lists · Data refreshed September 2026

Top 25 Family office outsourcing providers based in Fort Worth, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 68 companies tracked

RevenueBase identified 68 company matches for family office outsourcing providers associated with Fort Worth, United States as of September 2026 and tracks 523 professional contacts across them, including 228 with verified work emails. Across the United States, New York is the largest hub for this category (556 companies); Fort Worth has 68.

This list covers company matches for family office outsourcing providers associated with Fort Worth, 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

68Companies

523Contacts tracked

228Verified emails

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The 25 largest family office outsourcing providers based in Fort Worth, United States

Ranked by team size

Top 25 of 68 company matches for family office outsourcing providers based in Fort Worth, 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	Q Investments	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	51-200	110 contacts →
	Exact match “Established in 1994, the Q Family Office is an organization that combines an 30 year history with a deep entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	The Blum Firm, P.C	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	51-200	55 contacts →
	Exact match “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Burgher Haggard	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	11-50	48 contacts →
	Exact match “BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Wpwealth	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “The financial and economic landscapes are constantly shifting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Strittmatter Wealth Management Group	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	19 contacts →
	Exact match “Located in the heart of Fort Worth, Texas, we are an independent financial planning and investment management firm specializing in high-net-worth clients and business owners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Redwood Financial	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	15 contacts →
	Exact match “Redwood Financial is a independent investment planning and management firm focused on helping you build and protect wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Mforce Capital	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “mFORCE Capital is an independent wealth management firm, founded in 2021 by Bradley G.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Diesslin Group, INC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “We are a private and independent Fiduciary providing unbiased fee-only financial services to help clients protect and enhance their wealth, empower their family values, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Tailwind Advisors	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Tailwind serves as a multi-family office for families of significant wealth, offering sophisticated, independent wealth management services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Lone OAK Trust Company	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Lone Oak Trust Company is a locally owned, independent trust company located in Fort Worth, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Overridge Wealth Advisors	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Telschow Johnson LAW Pllc	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	51-200	7 contacts →
	Exact match “the amount of integrity, knowledge, value and quality of the work this firm did for my wife and I.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Symonds Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Symonds Wealth Management is a boutique wealth management firm based in Fort Worth, Texas, with approximately $2.7 billion in assets under advisement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Thirteen Twenty-Two Advisors	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Thirteen Twenty-Two Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Stanford Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “The foundation of our firm was established by Jim Stanford over thirty years ago, fueled by a passion to serve individuals as they navigate the complex processes of financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Decidedly Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “Our mission is to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Mccune Whiteley Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Whether you’re beginning your investment journey, re-imagining your retirement, or anything in between, you need a professional in your corner.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Nolet Wealth Management	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Based in Fort Worth, Texas, Nolet Wealth Management is a multi-family office that centralizes family financial management and stewards family legacies through a full suite of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Penrose Fort Worth	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “A trusted single family office providing strategic partners and industry leaders with the opportunity to flourish.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	PM Squared Financial	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Point Bridge Capital	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Point Bridge Capital was founded in 2013 to provide entrepreneurs, family offices, foundations, nonprofit organizations, and high-net-worth individuals customized investment…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Holt Capital Partners, L.P	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Holt Capital Partners, LP ("HCP") is a 100% employee-owned investment management firm serving families and institutions of all sizes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Brazos Wealth Advisor	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “A fee-only registered investment advisory firm based in Fort Worth, TX.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Regency Wealth Advisors, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “We are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	EA Wealth Management, LLC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Our mission is to guide clients in creating a wealth management strategy that effectively addresses their unique financial goals.” 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 68 family office outsourcing providers based in Fort Worth, United States

See the full list, filter by size, metro and specialty, and access 228 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office outsourcing providers based in Fort Worth, United States at a glance

As of Sep 28, 2026

43.6%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Fort Worth, so it is reported there. Company counts and contact totals on this page are exact for Fort Worth, over 68 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 Fort Worth, 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 228 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 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 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 Fort Worth, United States?

RevenueBase identified 68 company matches for family office outsourcing providers associated with Fort Worth, 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?

Q Investments 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 outsourcing providers?

New York leads the United States with 556 company records, followed by Atlanta (235) and Dallas (221). Fort Worth has 68.

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 228 professional contacts with verified work emails tracked across these 68 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.