Company lists · Data refreshed September 2026

Top 17 Family offices based in Melville, United States

RevenueBase identified 28 family offices headquartered in Melville, United States as of September 2026 and tracks 195 professional contacts across them, including 72 with verified work emails. New York is the largest hub.

This list covers family offices headquartered in Melville, 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
28Companies
195Contacts tracked
72Verified emails
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The 17 largest family offices based in Melville, United States

Ranked by team size
Top 17 of 28 family offices based in Melville, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“At Frisch Financial Group, we specialize in helping our clients protect, preserve, and enhance their wealth through our investment management expertise, comprehensive financial…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“Thank you for visiting Strategic Planning Associates!”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“At JJ Burns & Company, we’re more than just wealth managers.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-1013 contacts →

Indirect evidence

“As a holistic financial advisory firm, APS delivers expertise across a wide range of services all within a single practice.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“It's simple: We offer smart, calculated opportunities to build your wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“At Imperity, your future is our purpose.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“We advise.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“PortfolioShop provides an outsourced back-office platform as a service.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Our Worthy Ideal is to inspire and guide entrepreneurs and professionals to protect themselves and their families from life’s uncertainties, to safeguard and grow their wealth so…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“You have a vision for your life: goals you want to achieve, people you want to care for, a legacy you want to leave behind.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“As a recognized authority (CFA®, CFP®, published author) in the areas of security analysis, investment management, and philanthropic services, Klein Wealth Management puts its…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Here at Premier Asset Solutions, located at 520 Broad Hollow Road, Melville, NY 11747, we bring financial clarity to our clients and help them figure out where they are now, where…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Excelsior Management(*) is an alternative investment management firm specializing in hedge fund manager selection and portfolio construction.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceMelville, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Lenzo Wealth Management is dedicated to implementing effective strategies and solutions to help you achieve your financial success.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 17 of 28 family offices based in Melville, United States

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Family offices based in Melville, United States at a glance

As of Sep 19, 2026
36.9%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
2517.9%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
8
51-200
1

Email recency for this list is measured across the whole United States list rather than for Melville, so it is reported there. Company counts and contact totals on this page are exact for Melville, over 28 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 Melville, 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 Melville 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, 72 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 Melville, United States?

RevenueBase identified 28 family offices headquartered in Melville, 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?

Frisch Financial Group, headquartered in Melville, 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 72 verified decision-maker contacts tracked across these 28 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.