Company lists · Data refreshed September 2026

Top 23 Family offices based in Washington, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 58 companies tracked

RevenueBase identified 58 company matches for family offices associated with Washington, United States as of September 2026 and tracks 271 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (743 companies); Washington has 58.

This list covers company matches for family offices associated with Washington, 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

58Companies

271Contacts tracked

105Verified emails

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The 23 largest family offices based in Washington, United States

Ranked by team size

Top 23 of 58 company matches for family offices based in Washington, 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	Kozusko Harris Duncan	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	11-50	34 contacts →
	Exact match “Kozusko Harris Vetter Wareh Duncan LLP ("KHD") is a boutique trusts and estates law firm serving a select group of clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Armstrong, Fleming And Moore, INC	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	11-50	30 contacts →
	Exact match “We are pioneers of financial planning in D.C.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Farr, Miller & Washington	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “We Depend on Our Clients Farr, Miller & Washington, founded in 1996, is a 100% employee owned investment management firm headquartered in Washington, DC.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Temerity Capital Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	15 contacts →
	Exact match “Temerity Capital Partners is a private investment company managed on behalf of its founder, his family interests, and eligible employees.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Royal LAW Firm, Pllc	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “The Royal Law Firm PLLC, founded in 2009 by Priya Prakash Royal, Esq, LL.M, MBA, AEP®, TEP, is a private client law firm serving individuals, families, and closely held…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Pennington Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “Pennington Partners is a multi-family office with a mission to elevate the lives of highly successful entrepreneurial founders and their families with a full suite of modern…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Capital Area Planning Group	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	360 Consultants	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At 360 Consultants, we’re here to take the weight of complex projects off your shoulders.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Valor Wealth Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Re-Envision Wealth	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Wealth management firm delivering world-class financial advice and investment management services to further racial and gender equity, and a sustainable planet.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Friedman Capital	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Friedman Capital is a Washington D.C.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Adalan Private Wealth	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Preserve Private Wealth, LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Preserve Private Wealth (PPW) is a modern, independent wealth management firm providing personalized money management and comprehensive financial planning in a fiduciary capacity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Wealthbridge Partners	Exact match	Washington, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Valor Ground Lease Ventures	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	11-50	1 contacts →
	Exact match “Most sponsors treat the land under their building as something they own and forget.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	MZ Capital Management	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “MZ Capital Management is an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Fincap360	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Building on your success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	ILG Private Wealth	Exact match	Washington, PA, 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
19	Honey POT Investments	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Honey Pot Investments is a family-owned investment firm, focused on providing long-term wealth through real estate assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Globus Capital Advisors	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Globus Capital Advisors is a leading financial services company providing diverse wealth management and advisory services to individuals, businesses, and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	American ELM Capital	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “American Elm Capital is a boutique investment firm that buys stable, profitable businesses in any industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Pine Harbor Wealth Management	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “A boutique investment and wealth management firm focused on helping families navigate complex financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Mejia Capital LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Mejia Capital is an independent wealth management firm that provides comprehensive investment management advice to empower clients around the world to achieve their financial…” 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 23 of 58 family offices based in Washington, United States

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Family offices based in Washington, United States at a glance

As of Sep 19, 2026

38.7%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

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 Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 58 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 Washington, 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 105 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 Washington, United States?

RevenueBase identified 58 company matches for family offices associated with Washington, 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?

Kozusko Harris Duncan 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). Washington has 58.

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 105 professional contacts with verified work emails tracked across these 58 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.