Company lists · Data refreshed September 2026
Top 20 Family office private equity investors based in Philadelphia, United States
RevenueBase identified 31 company matches for family office private equity investors associated with Philadelphia, United States as of September 2026 and tracks 4,047 professional contacts across them, including 2,148 with verified work emails. Across the United States, New York is the largest hub for this category (690 companies); Philadelphia has 31.
This list covers company matches for family office private equity investors associated with Philadelphia, 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.
The 20 largest family office private equity investors based in Philadelphia, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 518 contacts → | ||||
Exact match “We believe every client is a universe of one.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 239 contacts → | ||||
Exact match “McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 176 contacts → | ||||
Exact match “Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 84 contacts → | ||||
Exact match “myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 76 contacts → | ||||
Exact match “A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 76 contacts → | ||||
Exact match “Berwind is a sixth-generation family-owned business distinguished by its long-term investment philosophy and decentralized structure.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 70 contacts → | ||||
Exact match “Rubenstein Partners is the fund manager for a series of private equity funds focused on office investments throughout the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 68 contacts → | ||||
Exact match “Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Winnie Capital is a private family office supporting the business and philanthropic activities of Jason & Kylie Kelce.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “MOR Wealth Management specializes in wealth planning for high net-worth households.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Emko Capital is family-run investment firm investing in industrial, manufacturing, aerospace, and infrastructure businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Forterra Investment Partners is a national private equity commercial real estate investment firm offering tailored transaction structuring, analysis and financial support to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Providing comprehensive wealth management services to a select group of individuals, families, business owners, and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Philly Capital Group is a private equity investment fund specializing in creating wealth through real estate.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Oakwell Associates is a Private Equity Investment Advisory firm, providing top tier investment opportunities for your private equity investment portfolio.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “New Falls Capital is an entrepreneur driven acquisition vehicle looking to acquire and operate a company with revenues up to $40 million.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through…” 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 private equity investors”. 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 20 of 31 family office private equity investors based in Philadelphia, United States
See the full list, filter by size, metro and specialty, and access 2,148 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office private equity investors based in Philadelphia, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 31 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 Philadelphia, United States whose business descriptions match “family office private equity investors” 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 2,148 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 private equity investors by metro in the United States
- Family office private equity investors in New York690
- 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 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 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 private equity investors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office private equity investors are there based in Philadelphia, United States?
RevenueBase identified 31 company matches for family office private equity investors associated with Philadelphia, 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?
Janney Montgomery Scott LLC 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 private equity investors?
New York leads the United States with 690 company records, followed by Chicago (216) and Dallas (209). Philadelphia has 31.
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 2,148 professional contacts with verified work emails tracked across these 31 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.
Ready to reach these companies? Verified emails and direct dials for all 31 family office private equity investors based in Philadelphia, United States. Start with a free account, no credit card.
Download this list →Related lists
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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 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
Company intelligence · public preview
Top 20 family office private equity investors based in Philadelphia, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 31 matching company records for family office private equity investors based in Philadelphia, United States, with 4,047 tracked contacts and 2,148 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 family office private equity investors based in Philadelphia, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Janney Montgomery Scott LLCjanney.comHQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Glenmedeglenmede.comHQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 518 contacts → |
“We believe every client is a universe of one.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mcadam Financialmcadamfa.comHQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 239 contacts → |
“McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Clark Capital Management Groupccmg.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 176 contacts → |
“Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mycio Wealth Partnersmyciowp.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 84 contacts → |
“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Axcelus Financialaxcelus.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 76 contacts → |
“A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Berwind Corporationberwind.comHQ: Philadelphia, PA, United StatesReported employees: Not recorded | Philadelphia, PA, United States | Not recorded | Exact match | 76 contacts → |
“Berwind is a sixth-generation family-owned business distinguished by its long-term investment philosophy and decentralized structure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Rubenstein Partnersrubensteinpartners.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 70 contacts → |
“Rubenstein Partners is the fund manager for a series of private equity funds focused on office investments throughout the United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  RTD Financialrtdfinancial.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 68 contacts → |
“Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mitchell Sinkler & Starrmssadvisors.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 9 contacts → |
“Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Winnie Capitalwinniecap.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 8 contacts → |
“Winnie Capital is a private family office supporting the business and philanthropic activities of Jason & Kylie Kelce.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  MOR Wealth Managementmorwm.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 6 contacts → |
“MOR Wealth Management specializes in wealth planning for high net-worth households.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Emko Capitalemkocapital.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 6 contacts → |
“Emko Capital is family-run investment firm investing in industrial, manufacturing, aerospace, and infrastructure businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Forterra Investment Partnersforterrainvestments.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 4 contacts → |
“Forterra Investment Partners is a national private equity commercial real estate investment firm offering tailored transaction structuring, analysis and financial support to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Barilotti Wealth Strategies And Insurance Solutions, LLCbarilottiws.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 4 contacts → |
“At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Magnolia Private Wealthmagnoliapw.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 3 contacts → |
“Providing comprehensive wealth management services to a select group of individuals, families, business owners, and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  PCG Investmentphillycapitalgroup.comHQ: Philadelphia, United StatesReported employees: 1-10 | Philadelphia, United States | 1-10 | Exact match | 2 contacts → |
“Philly Capital Group is a private equity investment fund specializing in creating wealth through real estate.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Oakwell Associatesoakwellassociates.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 1 contacts → |
“Oakwell Associates is a Private Equity Investment Advisory firm, providing top tier investment opportunities for your private equity investment portfolio.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  NEW Falls Capitalnewfallscapital.comHQ: Philadelphia, United StatesReported employees: 1-10 | Philadelphia, United States | 1-10 | Exact match | 1 contacts → |
“New Falls Capital is an entrepreneur driven acquisition vehicle looking to acquire and operate a company with revenues up to $40 million.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Auctus Wealth Managementauctuswealth.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 1 contacts → |
“Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 31 company matches
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Family office private equity investors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office private equity investors by metro in the United States
- Family office private equity investors in New York690
- 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 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
Questions about this company list
What does Exact match mean for family office private equity investors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office private equity investors did RevenueBase find based in Philadelphia, United States?
The saved snapshot records 31 matching company records, 4,047 tracked contacts and 2,148 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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
Cite this list
RevenueBase Data Team. Top 20 family office private equity investors based in Philadelphia, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-private-equity-investors/united-states/philadelphia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 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
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Company intelligence · public preview
Top 20 family office private equity investors based in Philadelphia, United States
RevenueBase records 31 matching company records for family office private equity investors based in Philadelphia, United States, with 4,047 tracked contacts and 2,148 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 family office private equity investors based in Philadelphia, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLCjanney.com HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Glenmedeglenmede.com HQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 518 contacts → |
“We believe every client is a universe of one.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mcadam Financialmcadamfa.com HQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 239 contacts → |
“McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Clark Capital Management Groupccmg.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 176 contacts → |
“Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mycio Wealth Partnersmyciowp.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 84 contacts → |
“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Axcelus Financialaxcelus.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 76 contacts → |
“A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Berwind Corporationberwind.com HQ: Philadelphia, PA, United StatesReported employees: Not recorded | Philadelphia, PA, United States | Not recorded | Exact match | 76 contacts → |
“Berwind is a sixth-generation family-owned business distinguished by its long-term investment philosophy and decentralized structure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rubenstein Partnersrubensteinpartners.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 70 contacts → |
“Rubenstein Partners is the fund manager for a series of private equity funds focused on office investments throughout the United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RTD Financialrtdfinancial.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 68 contacts → |
“Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mitchell Sinkler & Starrmssadvisors.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 9 contacts → |
“Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Winnie Capitalwinniecap.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 8 contacts → |
“Winnie Capital is a private family office supporting the business and philanthropic activities of Jason & Kylie Kelce.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | MOR Wealth Managementmorwm.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 6 contacts → |
“MOR Wealth Management specializes in wealth planning for high net-worth households.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Emko Capitalemkocapital.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 6 contacts → |
“Emko Capital is family-run investment firm investing in industrial, manufacturing, aerospace, and infrastructure businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Forterra Investment Partnersforterrainvestments.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 4 contacts → |
“Forterra Investment Partners is a national private equity commercial real estate investment firm offering tailored transaction structuring, analysis and financial support to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Barilotti Wealth Strategies And Insurance Solutions, LLCbarilottiws.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 4 contacts → |
“At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Magnolia Private Wealthmagnoliapw.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 3 contacts → |
“Providing comprehensive wealth management services to a select group of individuals, families, business owners, and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | PCG Investmentphillycapitalgroup.com HQ: Philadelphia, United StatesReported employees: 1-10 | Philadelphia, United States | 1-10 | Exact match | 2 contacts → |
“Philly Capital Group is a private equity investment fund specializing in creating wealth through real estate.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Oakwell Associatesoakwellassociates.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 1 contacts → |
“Oakwell Associates is a Private Equity Investment Advisory firm, providing top tier investment opportunities for your private equity investment portfolio.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | NEW Falls Capitalnewfallscapital.com HQ: Philadelphia, United StatesReported employees: 1-10 | Philadelphia, United States | 1-10 | Exact match | 1 contacts → |
“New Falls Capital is an entrepreneur driven acquisition vehicle looking to acquire and operate a company with revenues up to $40 million.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Auctus Wealth Managementauctuswealth.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 1 contacts → |
“Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 31 company matches
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Family office private equity investors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office private equity investors by metro in the United States
- Family office private equity investors in New York690
- 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 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
Questions about this company list
What does Exact match mean for family office private equity investors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office private equity investors did RevenueBase find based in Philadelphia, United States?
The saved snapshot records 31 matching company records, 4,047 tracked contacts and 2,148 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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
Cite this list
RevenueBase Data Team. Top 20 family office private equity investors based in Philadelphia, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-private-equity-investors/united-states/philadelphia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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