Company lists · Data refreshed September 2026
Top 25 Family office private equity investors based in the United States
RevenueBase identified 8,870 family office private equity investors headquartered in the United States as of September 2026 and tracks 219,397 professional contacts across them, including 94,389 with verified work emails. New York is the largest hub.
This list covers family office private equity investors headquartered in the 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 28, 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 private equity investors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32,808 contacts → | ||||
Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 27,212 contacts → | ||||
Indirect evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 5,330 contacts → | ||||
Partial evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4,862 contacts → | ||||
Strong evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3,912 contacts → | ||||
Indirect evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3,006 contacts → | ||||
Indirect evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2,898 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2,623 contacts → | ||||
Partial evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2,611 contacts → | ||||
Indirect evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2,515 contacts → | ||||
Strong evidence “Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2,068 contacts → | ||||
Partial evidence “Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1,951 contacts → | ||||
Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1,885 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1,828 contacts → | ||||
Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1,748 contacts → | ||||
Indirect evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1,663 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,516 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1,491 contacts → | ||||
Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1,482 contacts → | ||||
Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1,434 contacts → | ||||
Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1,346 contacts → | ||||
Strong evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,345 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,323 contacts → | ||||
Partial evidence “StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,301 contacts → | ||||
Indirect evidence “H.I.G.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,249 contacts → | ||||
Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 28, 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 private equity investors. 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 private equity investors.
- Partial evidence
- Its own public description names part of family office private equity investors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office private equity investors. 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 8,870 family office private equity investors based in the United States
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Family office private equity investors based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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 8,870 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 private equity investors, 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 the United States whose own description of what they do matches “family office private equity investors”. 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 private equity investors), 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 private equity investors, and records with no verified work email. Companies headquartered outside United States 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, 94,389 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 28, 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 private equity investors by metro
- Family office private equity investors in New York657
- Family office private equity investors in Chicago216
- Family office private equity investors in Dallas209
- Family office private equity investors in Miami196
- Family office private equity investors in Houston157
- Family office private equity investors in Los Angeles147
- Family office private equity investors in Atlanta142
- Family office private equity investors in Boston141
- Family office private equity investors in San Francisco131
- Family office private equity investors in Denver100
- Family office private equity investors in Austin99
- Family office private equity investors in San Diego94
- Family office private equity investors in Charlotte75
- Family office private equity investors in Scottsdale72
- Family office private equity investors in Newport Beach70
- Family office private equity investors in Tampa60
- Family office private equity investors in Cincinnati54
- Family office private equity investors in Seattle53
- Family office private equity investors in Irvine50
- Family office private equity investors in Minneapolis47
- Family office private equity investors in Washington46
- Family office private equity investors in Portland45
- Family office private equity investors in Boca Raton44
- Family office private equity investors in Pittsburgh44
- Family office private equity investors in Birmingham41
- Family office private equity investors in Indianapolis39
- Family office private equity investors in Las Vegas39
- Family office private equity investors in Naples39
- Family office private equity investors in Fort Worth37
- Family office private equity investors in Nashville37
- Family office private equity investors in Omaha35
- Family office private equity investors in Bellevue34
- Family office private equity investors in Raleigh34
- Family office private equity investors in Salt Lake City34
- Family office private equity investors in Madison33
- Family office private equity investors in Phoenix33
- Family office private equity investors in Richmond33
- Family office private equity investors in Sarasota33
- Family office private equity investors in Cleveland32
- Family office private equity investors in Grand Rapids32
- Family office private equity investors in Louisville32
- Family office private equity investors in Overland Park32
- Family office private equity investors in Beverly Hills31
- Family office private equity investors in Columbus31
- Family office private equity investors in Philadelphia31
- Family office private equity investors in Wilmington30
- Family office private equity investors in Orlando29
- Family office private equity investors in San Antonio29
- Family office private equity investors in Charleston28
- Family office private equity investors in Memphis28
- Family office private equity investors in Stamford28
- Family office private equity investors in Fort Lauderdale27
- Family office private equity investors in Coral Gables26
- Family office private equity investors in Greenville26
- Family office private equity investors in Tulsa25
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 private equity investors, 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 private equity investors are there based in the United States?
RevenueBase identified 8,870 family office private equity investors headquartered in the 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?
Merrill Lynch, headquartered in New York, tops this list with the largest team on record.
Which city has the most family office private equity investors?
New York leads with 657 headquartered companies, followed by Chicago (216) and Dallas (209).
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 94,389 verified decision-maker contacts tracked across these 8,870 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 28, 2026.
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Family office private equity investors by geography
- Family office private equity investors based in Brisbane, Australia
- Family office private equity investors based in Melbourne, Australia
- Family office private equity investors based in Sydney, Australia
- Family office private equity investors based in Rio De Janeiro, Brazil
- Family office private equity investors based in Sao Paulo, Brazil
- Family office private equity investors based in Calgary, Canada
- Family office private equity investors based in Montreal, Canada
- Family office private equity investors based in Toronto, Canada
- Family office private equity investors based in Vancouver, Canada
- Family office private equity investors based in Winnipeg, Canada
- Family office private equity investors based in Helsinki, Finland
- Family office private equity investors based in Bordeaux, France
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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