Company lists · Data refreshed September 2026

Top 25 Family offices based in Madison, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 47 companies tracked

RevenueBase identified 47 family offices headquartered in Madison, United States as of September 2026 and tracks 346 professional contacts across them, including 191 with verified work emails. New York is the largest hub.

This list covers family offices headquartered in Madison, 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

47Companies

346Contacts tracked

191Verified emails

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The 25 largest family offices based in Madison, United States

Ranked by team size

Top 25 of 47 family offices based in Madison, 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	Transcend Capital Advisors	Indirect evidence	Madison, NJ, United StatesHQ checked Sep 19, 2026	11-50	36 contacts →
	Indirect evidence “Transcend Capital Advisors is an independent Registered Investment Advisor offering wealth management services, public and private investments, strategic advisory services, and…” Source: RevenueBase Database · checked Sep 19, 2026
2	Principle Wealth	Indirect evidence	Madison, CT, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut.” Source: RevenueBase Database · checked Sep 19, 2026
3	Resonant Capital Advisors	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “Resonant Capital Advisors is a Wealth and Asset Management firm based in Madison, Wisconsin and founded in 2018.” Source: RevenueBase Database · checked Sep 19, 2026
4	Goldstein Advisors	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Goldstein Advisors has assembled a team of financial planners that have the expertise and experience for all your financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026
5	Isthmus Partners, LLC	Partial evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Isthmus Partners serves individuals and families; institutions; and financial advisors.” Source: RevenueBase Database · checked Sep 19, 2026
6	Atlatl Advisers	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “Atlatl Advisers is a registered investment adviser and wealth management firm with the skills and experience to help you reach your financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
7	Pinnacle Trust	Indirect evidence	Madison, MS, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “Pinnacle Trust offers integrated financial solutions in four primary areas: Asset Management, Financial Planning, Trust Services and Corporate Retirement Plans – all designed to…” Source: RevenueBase Database · checked Sep 19, 2026
8	Premier Path Wealth Partners	Indirect evidence	Madison, NJ, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges.” Source: RevenueBase Database · checked Sep 19, 2026
9	Enrich Financial Partners LLC	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “The only constant in life is change.” Source: RevenueBase Database · checked Sep 19, 2026
10	Atlas Wealth Advisers	Partial evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “At Atlas Wealth Advisers, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or twenty five years away.” Source: RevenueBase Database · checked Sep 19, 2026
11	Triumph Wealth Management, LLC	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Triumph Wealth Management LLC is committed to becoming your trusted partner in the journey toward financial success.” Source: RevenueBase Database · checked Sep 19, 2026
12	CLF Asset Management	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “CLF Asset Management is an independent financial services firm based in Madison, Wisconsin.” Source: RevenueBase Database · checked Sep 19, 2026
13	LBW Wealth Management	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “We’re Offering a New Take On Financial Excellence.” Source: RevenueBase Database · checked Sep 19, 2026
14	Madison & Main Advisors, LLC	Indirect evidence	Madison, NJ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship.” Source: RevenueBase Database · checked Sep 19, 2026
15	Investor's Resource	Indirect evidence	Madison, AL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions.” Source: RevenueBase Database · checked Sep 19, 2026
16	Vantage Point Private Wealth	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “When you put your financial life in the hands of a knowledgeable, experienced guide, you may give yourself the freedom to focus on what you love.” Source: RevenueBase Database · checked Sep 19, 2026
17	Egan Wealth Advisors	Indirect evidence	Madison, NJ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Egan Wealth Advisors, we offer Fiduciary Advice as it relates to overall Financial Planning for High New Worth Young Professionals, Pre-Retirees, Small Business Owners, and…” Source: RevenueBase Database · checked Sep 19, 2026
18	Lancaster Investments	Strong evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Lancaster Investments is a family office based in Madison, WI.” Source: RevenueBase Database · checked Sep 19, 2026
19	Cultivate Wealth	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Welcome to Cultivate Wealth!” Source: RevenueBase Database · checked Sep 19, 2026
20	Mendota Financial Group	Partial evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families.” Source: RevenueBase Database · checked Sep 19, 2026
21	Abridge Partners	Partial evidence	Madison, MS, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “We are an independent wealth management firm focused on serving families of substantial means who wish to maintain a long term relationship with a firm committed to simplifying…” Source: RevenueBase Database · checked Sep 19, 2026
22	Tota Vita Financial Associates	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	51-200	2 contacts →
	Indirect evidence “At Tota Vita Financial Associates, our strategies take everything into consideration.” Source: RevenueBase Database · checked Sep 19, 2026
23	American Investment Advisors, INC	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	Canary Wealth Strategies Financial & Investment Management Advisor Representatives	Indirect evidence	Madison, WI, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to a brighter financial outlook.” Source: RevenueBase Database · checked Sep 19, 2026
25	Haymarket Wealth Management	Indirect evidence	Madison, NJ, United StatesHQ checked Sep 19, 2026	n/a	2 contacts →
	Indirect evidence 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 25 of 47 family offices based in Madison, United States

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Family offices based in Madison, United States at a glance

As of Sep 19, 2026

55.2%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

1500.0%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 Madison, so it is reported there. Company counts and contact totals on this page are exact for Madison, over 47 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 Madison, 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 Madison 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, 191 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 Madison, United States?

RevenueBase identified 47 family offices headquartered in Madison, 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?

Transcend Capital Advisors, headquartered in Madison, 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 191 verified decision-maker contacts tracked across these 47 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.