AdvizorPro sells family office data as one module of its wealth-channel platform, and as of November 2026 its pages list 4,400+ US family offices and 15,900+ family office contacts. We could not find published prices; Dakota, an AdvizorPro competitor, estimates $5,000 to $20,000 per year. If you need family office contacts for one campaign, the Active Family Offices Full USA Database is a one-time $2,500 Excel purchase, and the Full Worldwide Database adds offices outside the USA for $5,000.
Full disclosure: we sell a family office database, so we compete with AdvizorPro for some buyers. AdvizorPro's pages lead with advisor data, and buyers who need family offices alone often look for an alternative. Every AdvizorPro fact below comes from its own pages, read on 1 November 2026.
What AdvizorPro publishes about its family office data
The AdvizorPro homepage describes a sales intelligence platform for the wealth channel with 750,000+ verified advisor profiles across RIAs and broker-dealers. Its coverage figures include 4,400+ family offices with 15,900+ contacts, 1,400+ banks and trusts, 32K+ wealth teams and Form D private placement data.
Its family office page offers access to "4,400+ verified U.S. family offices with ownership, AUM, and investment data." Listed fields include office type, ownership, key contacts, AUM estimates, investment activity, geography and mandate, and direct deal appetite. The page states the family office database is refreshed daily, that every email and phone number is validated, and that AdvizorPro integrates with Salesforce, HubSpot, Microsoft Dynamics, Snowflake and custom APIs.
AdvizorPro pricing
As of November 2026, we could not find published prices on the AdvizorPro homepage or family office page; both invite visitors to book a demo. Dakota, which competes with AdvizorPro, wrote in a November 2025 guide that AdvizorPro pricing is not publicly disclosed and that estimates place it between $5,000 and $20,000 annually. Treat that as a third-party estimate from a competitor. Actual pricing is quoted by AdvizorPro and varies.
What AdvizorPro does well
AdvizorPro covers the wider wealth channel in one place: RIAs, broker-dealers, banks and trusts, wealth teams and family offices. Its pages describe advisor move tracking, 13F holdings, list matching and scoring, and the ability to query its data directly in Claude and ChatGPT. Its family office page offers a free trial to test filters and CRM integration before subscribing. For a distribution team selling into advisors and family offices together, that breadth in one subscription is efficient.
When a family office file is the better fit
Some buyers only need the family office layer. A founder raising one round, a sponsor raising equity for one project, or a fund manager running a defined LP campaign needs an accurate family office list once, in a format they can load anywhere. AdvizorPro's family office page describes US family offices; if your raise also reaches Europe, the Middle East or Asia, a worldwide file covers those regions in one purchase.
Active Family Offices sells that format. You pay once, download the current version as an Excel file you keep, and the whole team can use it. Each family office is reviewed and verified by a team of humans, and every listing has a verified website or LinkedIn company page. Columns include investment domains, office type, AUM with source where disclosed, deal submission channel, and up to three top decision-makers per office. For the USA, that includes personal LinkedIn profiles and verified personal work emails. For Europe, decision-makers are listed by name and position with company contact details, and the file is GDPR compliant. The product page publishes a 95% accuracy guarantee with a money-back remedy.
AdvizorPro vs Active Family Offices: side by side
| AdvizorPro (per its pages) | Active Family Offices | |
|---|---|---|
| Pricing | Quoted after a demo; Dakota (a competitor) estimates $5,000 to $20,000 per year | Full USA $2,500; Full Europe $1,500; Full Worldwide $5,000, one time |
| Model | Wealth-channel platform subscription | Excel file you own |
| Family offices | 4,400+ US family offices, 15,900+ contacts | Family offices in the USA, Europe, the Middle East and Asia-Pacific |
| Wider coverage | RIAs, broker-dealers, banks and trusts, wealth teams, Form D | Family offices only |
| Delivery | Platform, CRM integrations, API, Snowflake | Excel download |
| Trial or sample | Free trial offered | Free sample of 40 family offices |
| Best for | Year-round selling into advisors and family offices | A defined family office campaign |
Comparing other platforms too? See our FINTRX alternatives for family office lists, the roundup of the best family office databases, and our guide on how to build a family office contact list.
Choose AdvizorPro if
You sell to RIAs, broker-dealers and family offices together, you want daily refreshes and CRM sync, and you prospect the wealth channel all year.
Choose Active Family Offices if
You only need family offices, possibly beyond the USA, for one raise or campaign, and you prefer to pay once and keep the file in your own tools.
FAQ
How much does AdvizorPro cost?
As of November 2026, we could not find published prices on AdvizorPro's pages, which invite visitors to book a demo. Dakota, an AdvizorPro competitor, estimated in November 2025 that AdvizorPro costs between $5,000 and $20,000 annually. Actual pricing is quoted by AdvizorPro and varies.
How many family offices are in AdvizorPro?
As of November 2026, the AdvizorPro homepage lists 4,400+ family offices and 15,900+ family office contacts, and its family office page describes 4,400+ verified U.S. family offices with ownership, AUM and investment data.
Does AdvizorPro offer a free trial?
Yes. AdvizorPro's family office page, as of November 2026, says you can begin with a free trial to test filters and CRM integration before subscribing. The page does not state the trial length, so confirm the terms with AdvizorPro.
Does AdvizorPro cover family offices outside the US?
As of November 2026, AdvizorPro's family office page describes 4,400+ verified U.S. family offices, and we could not find a separate international family office figure on its pages. Ask AdvizorPro directly if you need other regions.
Is there a one-time alternative to AdvizorPro for family office data?
Yes. Active Family Offices sells family office databases as one-time Excel downloads: Full USA $2,500, Full Europe $1,500 and Full Worldwide $5,000. You keep the file, the whole team can use it, and a free sample of 40 family offices shows the columns before you buy.
The bottom line for a capital raiser choosing now
For a defined outreach effort, we believe the strongest buy is a verified file you own: the Full USA Database or the Full Worldwide Database. Download the free sample first and hold us to the standard on our FAQ page.
Sources
AdvizorPro homepage (advizorpro.com) and AdvizorPro family office data page (advizorpro.com/data/family-office), read 1 November 2026. Dakota, "The Top Financial Advisor Databases for 2025" (dakota.com, published 17 November 2025), read 1 November 2026; Dakota competes with AdvizorPro, and its figure is a third-party estimate.
This article reflects publicly available information as of November 2026 and our own understanding of the market. It is not a review of data we have not tested. Offerings change; see each provider's site for current details. If you represent a company mentioned here and something is out of date, contact us and we will correct it promptly. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. Active Family Offices is not affiliated with, sponsored by, or endorsed by any company mentioned.