Company lists · Data refreshed September 2026

Top 17 Family offices based in Bethesda, United States

Name: Family offices based in Bethesda, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 28 companies tracked

RevenueBase identified 28 company matches for family offices associated with Bethesda, United States as of September 2026 and tracks 384 professional contacts across them, including 156 with verified work emails. Across the United States, New York is the largest hub for this category (743 companies); Bethesda has 28.

This list covers company matches for family offices associated with Bethesda, 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 19, 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 19, 2026 How this list was built

28Companies

384Contacts tracked

156Verified emails

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The 17 largest family offices based in Bethesda, United States

Ranked by team size

Top 17 of 28 company matches for family offices based in Bethesda, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Seventy2 Capital Wealth Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	51-200	109 contacts →
	Exact match “Seventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Singh Capital Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	11-50	56 contacts →
	Exact match “Singh Capital Partners is an investment office based in Washington, DC, investing in venture capital, private equity, and real estate.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	XML Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	11-50	41 contacts →
	Exact match “XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	HUB Investment Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	11-50	28 contacts →
	Exact match “We are an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Torray Investment Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Torray Investment Partners’ primary objective of creating and preserving wealth for clients in a disciplined and consistent manner has deep roots.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Hightower Bethesda	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “At Hightower Bethesda, our commitment is you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Sandbox Financial Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Sandbox Financial Partners is an independent wealth management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Edgemoor Investment Advisors	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Edgemoor Investment Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Harvest Wealth	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Harvest Wealth is a leading independent wealth management firm comprised of intelligent, experienced financial professionals who truly seek to put your needs first.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Aegis Wealth	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Bridgewater Wealth & Financial Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	51-200	6 contacts →
	Exact match “Bridgewater Wealth & Financial Management is now The Colony Group!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Cardinal Wealth Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Bluepoint Financial, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “At BluePoint Financial, we believe life’s greatest adventures balance efficiency and indulgence-your wealth journey should be no different.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Family Office Research	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Family Office Research was designed in 2005 with the affluent client in mind.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Capital Associates LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “CA Wealth Management’s unique model is fueled by the power of our partnerships.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Bluestone Financial Advisors, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Entrepreneurs tackle tough problems and drive innovation and create jobs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Worch Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 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 offices”. 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 17 of 28 family offices based in Bethesda, United States

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Family offices based in Bethesda, United States at a glance

As of Sep 19, 2026

40.6%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Bethesda, so it is reported there. Company counts and contact totals on this page are exact for Bethesda, over 28 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 Bethesda, United States whose business descriptions match “family offices” 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 156 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 19, 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 offices 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 offices”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family offices are there based in Bethesda, United States?

RevenueBase identified 28 company matches for family offices associated with Bethesda, 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?

Seventy2 Capital Wealth Management 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 offices?

New York leads the United States with 743 company records, followed by Dallas (251) and Chicago (246). Bethesda has 28.

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 156 professional contacts with verified work emails tracked across these 28 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 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.