Company lists · Data refreshed September 2026

Top 15 Multi-family office firms based in Fort Wayne, United States

RevenueBase identified 29 company matches for multi-family office firms associated with Fort Wayne, United States as of September 2026 and tracks 226 professional contacts across them, including 94 with verified work emails. Across the United States, New York is the largest hub for this category (501 companies); Fort Wayne has 29.

This list covers company matches for multi-family office firms associated with Fort Wayne, 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 20, 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 20, 2026 How this list was built
29Companies
226Contacts tracked
94Verified emails
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The 15 largest multi-family office firms based in Fort Wayne, United States

Ranked by team size
Top 15 of 29 company matches for multi-family office firms based in Fort Wayne, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 202611-5039 contacts →

Exact match

“Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 202611-5021 contacts →

Exact match

“At Galecki Financial Management, we help individuals and families achieve their financial goals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 202611-5016 contacts →

Exact match

“At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“At Wealth Advisors Group, we make your wealth management experience personal- and we make it our priority.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“Founded in 1990, Collier Financial is a full service investment advisory firm that educates clients on how to create, preserve, and share wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“Wealth Management Accounting (WMA) is more than just accounting.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“Working with any of our advisors means you are working with our entire team.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“TradeWell is a boutique financial planning and professional services firm that has the unique advantage of offering a wide variety of collaborative services all under one roof!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We are wealth advisors for a select group of successful professionals and business owners that aspire to a "Work-Optional" lifestyle.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We understand the deep-seated human need for security.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Encompassing the many facets of sound, comprehensive financial planning, our knowledgeable and experienced team of advisors strives to create a relationship with our clients that…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Have you asked one question and received three different answers from your Financial Advisor, Accountant, and Attorney?”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchFort Wayne, IN, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Gilbert Wealth serves individuals and small business owners through comprehensive financial planning and investment management services.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 15 of 29 multi-family office firms based in Fort Wayne, United States

See the full list, filter by size, metro and specialty, and access 94 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Multi-family office firms based in Fort Wayne, United States at a glance

As of Sep 20, 2026
41.6%Verified-email coverage
7.8Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
11

Email recency for this list is measured across the whole United States list rather than for Fort Wayne, so it is reported there. Company counts and contact totals on this page are exact for Fort Wayne, over 29 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 Fort Wayne, United States whose business descriptions match “multi-family office firms” 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 94 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 20, 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.

Multi-family office firms 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 “multi-family office firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many multi-family office firms are there based in Fort Wayne, United States?

RevenueBase identified 29 company matches for multi-family office firms associated with Fort Wayne, 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?

Summit Financial Group 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 multi-family office firms?

New York leads the United States with 501 company records, followed by Dallas (215) and Atlanta (212). Fort Wayne has 29.

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 94 professional contacts with verified work emails tracked across these 29 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 20, 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.