Company lists · Data refreshed September 2026

Top 22 Family offices based in Beverly Hills, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 48 companies tracked

RevenueBase identified 48 family offices headquartered in Beverly Hills, United States as of September 2026 and tracks 299 professional contacts across them, including 112 with verified work emails. New York is the largest hub.

This list covers family offices headquartered in Beverly Hills, 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

48Companies

299Contacts tracked

112Verified emails

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The 22 largest family offices based in Beverly Hills, United States

Ranked by team size

Top 22 of 48 family offices based in Beverly Hills, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	TKG Business Management	Strong evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	37 contacts →
	Strong evidence “A Holistic Approach to Wealth Planning, Business Management, and Family Office Services” Source: RevenueBase Database · checked Sep 19, 2026
2	Aire Advisors	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “We are driven every day to empower our clients to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity.” Source: RevenueBase Database · checked Sep 19, 2026
3	Hawkins WAY Capital, LLC	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Hawkins Way Capital is a real estate company based in Los Angeles focused on value added and opportunistic investments across various asset classes and geographies.” Source: RevenueBase Database · checked Sep 19, 2026
4	Andell Holdings	Strong evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Strong evidence “Andell Holdings is a private investment firm and one of the nation's leading family offices.” Source: RevenueBase Database · checked Sep 19, 2026
5	Beverly Hills Private Wealth	Partial evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “Beverly Hills Private Wealth is an independent SEC-registered investment advisory firm that partners with successful individuals and multi-generational families to protect and…” Source: RevenueBase Database · checked Sep 19, 2026
6	Galliott Capital Advisors	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Galliott Capital Advisors was founded to provide advisory solutions to address the complex international, multi-jurisdictional and financial challenges, facing the…” Source: RevenueBase Database · checked Sep 19, 2026
7	Elyxium	Strong evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Strong evidence “As an invitation-only family office, wealth manager and private fund manager, we serve as constant counsel, so clients have the agency, options and opportunities to lead the life…” Source: RevenueBase Database · checked Sep 19, 2026
8	Mavros	Partial evidence	Beverly Hills, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Mavros is an integrated merchant bank based in Los Angeles, California tailored to the needs of business owners, founders, families, entrepreneurs and long-term investors.” Source: RevenueBase Database · checked Sep 19, 2026
9	Cheviot Value Management	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Established in 1985, Cheviot Value Management’s mission is to provide our clients with financial peace of mind.” Source: RevenueBase Database · checked Sep 19, 2026
10	Toplitzky&co	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “Established in 1980, Toplitzky & Co is the independent, strategic financial partner for high net worth individuals, business owners and executives.” Source: RevenueBase Database · checked Sep 19, 2026
11	Canon Equity	Strong evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong evidence “Canon Equity is the collective investment arm of several family offices, co-investing to leverage each partner’s extensive network and experience to benefit each portfolio company.” Source: RevenueBase Database · checked Sep 19, 2026
12	Platinum Wealth Advisors	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
13	Ankord	Strong evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Ankord is a dynamic holding company and family office founded by entrepreneur Milan Kordestani and led by CEO Sam Evans.” Source: RevenueBase Database · checked Sep 19, 2026
14	The Advisory	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “The Advisory at Carolwood Estates is a premier luxury real estate team specializing in the representation of high-value residential properties across Los Angeles and Santa Barbara.” Source: RevenueBase Database · checked Sep 19, 2026
15	MSM Luxury Estates China Division Msm奢华家园中国分部	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “In 2007, Moe Abourched created MSM Luxury Estates; a Beverly Hills based boutique Real Estate Company that specializes in the marketing of luxury properties and estates, as the…” Source: RevenueBase Database · checked Sep 19, 2026
16	Sundial Advisors INC	Strong evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Sundial Advisors is a niche family office advisory company providing strategic advice, consultancy, JV partnerships, investment and brand licensing opportunities” Source: RevenueBase Database · checked Sep 19, 2026
17	Finestone Partners	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Finestone Partners is an independent boutique financial advisory firm utilizing unconventional solutions for very successful individuals and companies.” Source: RevenueBase Database · checked Sep 19, 2026
18	The Gilbert Group Insurance For Wealth Transfer Planning	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect evidence “The Gilbert Group of Beverly Hills is a nationally-acclaimed insurance advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
19	Rockview Capital	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Rockview Capital (“Rockview”) is a private equity firm focused on making strategic, long-term investments in multifamily real estate across the United States.” Source: RevenueBase Database · checked Sep 19, 2026
20	SNL Capital, LLC	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “SNL Capital is a privately owned, independent boutique investment firm.” Source: RevenueBase Database · checked Sep 19, 2026
21	Cohen Consultancy	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
22	Hardy Capital	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Hardy Capital is a boutique advisory firm for tech leaders, founders, and high-performers navigating equity compensation, liquidity events, and concentrated wealth.” Source: RevenueBase Database · checked Sep 19, 2026

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 offices. 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 offices.
Partial evidence: Its own public description names part of family offices, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family offices. 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 22 of 48 family offices based in Beverly Hills, United States

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Family offices based in Beverly Hills, United States at a glance

As of Sep 19, 2026

37.5%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

1468.8%Largest-city concentration · New York

Sep 19, 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 Beverly Hills, so it is reported there. Company counts and contact totals on this page are exact for Beverly Hills, over 48 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 offices, 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 Beverly Hills, United States whose own description of what they do matches “family offices”. 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 offices), 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 offices, and records with no verified work email. Companies headquartered outside Beverly Hills 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, 112 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 19, 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 offices by metro in the United States

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 offices, 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 offices are there based in Beverly Hills, United States?

RevenueBase identified 48 family offices headquartered in Beverly Hills, 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?

TKG Business Management, headquartered in Beverly Hills, tops this list with the largest team on record.

Which city has the most family offices?

New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).

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 112 verified decision-maker contacts tracked across these 48 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 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 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.