Company lists · Data refreshed September 2026
Top 23 Multi family offices based in Santa Barbara, United States
RevenueBase identified 37 multi family offices headquartered in Santa Barbara, United States as of September 2026 and tracks 370 professional contacts across them, including 245 with verified work emails. New York is the largest hub.
This list covers multi family offices headquartered in Santa Barbara, 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 20, 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.
The 23 largest multi family offices based in Santa Barbara, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 192 contacts → | ||||
Partial evidence “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 21 contacts → | ||||
Indirect evidence “Our mission is to help those in our community to live their best lives, and to unlock the human potential for enduring happiness.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Indirect evidence “Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Strong evidence “Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Partial evidence “WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Our mission is simple, but execution is complex.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Indirect evidence “Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our clientele.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “Certis Capital Management oversees all investment and financial activities for a small number of families located throughout the United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “Tremblay Financial has been locally owned and operated in Santa Barbara, CA for over 25 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “We help families manage their financial affairs and develop a legacy of positive impact.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Bourke Wealth Management is an investment management company based out of Santa Barbara, CA.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Granite Peak Partners is a fully-integrated Real Estate Investment & Advisory Services firm serving high net worth families, agricultural concerns, foundations, trusts, and family…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Our goal at Harbor Hills is to be your most trusted wealth advisors through our professional knowledge, integrity, and personalized service.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “At Anderson Financial Solutions & Insurance Services, we have the client-and only the client-in mind.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Strong evidence “Framepoint is a multi-family office providing a customized, unique experience for Individuals, Founders, Executive Leaders, Creatives, Multi-Generational Families, Private Equity…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “As a team drawing on different complementary professional skills, leveraging top-tier academic experience, and integrating a global network, we help a select list of clients and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Antonia La Rocca founded Saige Private Wealth in 2022 after 14 years working as a wealth advisor at a global financial institution, following 13 years as a tax consultant at a…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Mountain Vista is a "fee-only" registered investment advisor dedicated to helping families navigate their unique financial needs in the present and future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “Cathexis Group provides wealth consulting for UHNW/HNW families, family offices, and individuals, and relational consulting for wealth advisors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Pacific Pointe Advisors is an employee owned Registered Investment Advisor, founded on the belief that Wall Street has become too large and conflicted to meet the needs of their…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “As a multifaceted group, we serve our clients with a single full-service group of companies they can turn to for all of their financial needs.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “You've worked hard to create investable wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: multi 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 multi family offices.
- Partial evidence
- Its own public description names part of multi family offices, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi 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 23 of 37 multi family offices based in Santa Barbara, United States
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Multi family offices based in Santa Barbara, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Santa Barbara, so it is reported there. Company counts and contact totals on this page are exact for Santa Barbara, over 37 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 multi 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 Santa Barbara, United States whose own description of what they do matches “multi 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 multi 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 multi family offices, and records with no verified work email. Companies headquartered outside Santa Barbara 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, 245 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 20, 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.
Multi family offices by metro in the United States
- Multi family offices in New York505
- Multi family offices in Atlanta213
- Multi family offices in Houston213
- Multi family offices in Dallas210
- Multi family offices in Chicago195
- Multi family offices in San Diego178
- Multi family offices in Miami177
- Multi family offices in Austin159
- Multi family offices in San Francisco153
- Multi family offices in Boston141
- Multi family offices in Scottsdale139
- Multi family offices in Denver128
- Multi family offices in Los Angeles127
- Multi family offices in Charlotte118
- Multi family offices in Tampa113
- Multi family offices in Cincinnati93
- Multi family offices in Newport Beach93
- Multi family offices in Portland87
- Multi family offices in Boca Raton82
- Multi family offices in Seattle81
- Multi family offices in Irvine79
- Multi family offices in Phoenix77
- Multi family offices in Indianapolis76
- Multi family offices in Overland Park73
- Multi family offices in Minneapolis72
- Multi family offices in Raleigh71
- Multi family offices in Bellevue68
- Multi family offices in Columbus68
- Multi family offices in Birmingham64
- Multi family offices in San Antonio64
- Multi family offices in Columbia63
- Multi family offices in Las Vegas62
- Multi family offices in Pittsburgh62
- Multi family offices in Fort Worth61
- Multi family offices in Omaha61
- Multi family offices in Rochester57
- Multi family offices in Salt Lake City57
- Multi family offices in Greenville56
- Multi family offices in Wilmington56
- Multi family offices in Grand Rapids55
- Multi family offices in Louisville55
- Multi family offices in Sarasota55
- Multi family offices in Richmond54
- Multi family offices in Washington54
- Multi family offices in Coral Gables53
- Multi family offices in Madison52
- Multi family offices in Naples52
- Multi family offices in Cleveland51
- Multi family offices in Greenwood Village50
- Multi family offices in Nashville50
- Multi family offices in Fort Lauderdale49
- Multi family offices in Jacksonville49
- Multi family offices in Orlando49
- Multi family offices in Pasadena49
- Multi family offices in Walnut Creek48
- Multi family offices in Colorado Springs46
- Multi family offices in Memphis46
- Multi family offices in Plano43
- Multi family offices in Springfield42
- Multi family offices in Tulsa42
- Multi family offices in Lexington41
- Multi family offices in Troy39
- Multi family offices in Lake Oswego38
- Multi family offices in Philadelphia37
- Multi family offices in Santa Barbara37
- Multi family offices in St Louis37
- Multi family offices in Westlake Village37
- Multi family offices in The Woodlands36
- Multi family offices in Tucson36
- Multi family offices in Alpharetta35
- Multi family offices in Baton Rouge35
- Multi family offices in Charleston35
- Multi family offices in Franklin35
- Multi family offices in Frisco35
- Multi family offices in Oklahoma City35
- Multi family offices in Boulder33
- Multi family offices in Greensboro33
- Multi family offices in Mclean32
- Multi family offices in Melville32
- Multi family offices in Bethesda31
- Multi family offices in Beverly Hills31
- Multi family offices in Knoxville31
- Multi family offices in San Jose31
- Multi family offices in Bloomington30
- Multi family offices in Brentwood30
- Multi family offices in Buffalo30
- Multi family offices in Red Bank30
- Multi family offices in Virginia Beach30
- Multi family offices in Englewood29
- Multi family offices in Kansas City29
- Multi family offices in Lafayette29
- Multi family offices in Jackson28
- Multi family offices in Naperville28
- Multi family offices in Plymouth28
- Multi family offices in Roseville28
- Multi family offices in Wayne28
- Multi family offices in West Chester28
- Multi family offices in West Des Moines28
- Multi family offices in Westport28
- Multi family offices in Fort Wayne27
- Multi family offices in Lincoln27
- Multi family offices in Princeton27
- Multi family offices in Reno27
- Multi family offices in St. Louis27
- Multi family offices in Wichita27
- Multi family offices in Woodbury27
- Multi family offices in Alexandria26
- Multi family offices in Ann Arbor26
- Multi family offices in Annapolis26
- Multi family offices in Carmel26
- Multi family offices in Chattanooga26
- Multi family offices in Fort Collins26
- Multi family offices in Honolulu26
- Multi family offices in Little Rock26
- Multi family offices in Minnetonka26
- Multi family offices in Pittsford26
- Multi family offices in Reston26
- Multi family offices in Chesterfield25
- Multi family offices in Littleton25
- Multi family offices in Portsmouth25
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 multi 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 multi family offices are there based in Santa Barbara, United States?
RevenueBase identified 37 multi family offices headquartered in Santa Barbara, 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?
Mission Wealth, headquartered in Santa Barbara, tops this list with the largest team on record.
Which city has the most multi family offices?
New York leads with 505 headquartered companies, followed by Atlanta (213) and Houston (213).
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 245 verified decision-maker contacts tracked across these 37 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 37 multi family offices based in Santa Barbara, United States. Start with a free account, no credit card.
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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.
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