Company lists · Data refreshed September 2026

Top 25 Family office consulting firms worldwide

RevenueBase identified 32,192 family office consulting firms worldwide as of September 2026 and tracks 419,748 professional contacts across them, including 160,564 with verified work emails. The United States is the largest market and London the largest hub.

This list covers family office consulting firms worldwide, 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 28, 2026. Country and city lists for family office consulting firms follow the table.

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 28, 2026 86% judged on-target in blind review
32,192Companies
419,748Contacts tracked
160,564Verified emails
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The 25 largest family office consulting firms worldwide

Ranked by team size
Top 25 of 32,192 family office consulting firms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office consulting firms: 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 evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+32,808 contacts →

Indirect evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202610001+8,191 contacts →

Partial evidence

“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 28, 20265,001-10,0006,589 contacts →

Indirect evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceParis, ItalyHQ checked Sep 28, 20261,001-5,0005,161 contacts →

Indirect evidence

“Rothschild & Co is one of the world's largest independent financial advisory groups.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceCirencester, United KingdomHQ checked Sep 28, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,898 contacts →

Partial evidence

“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceCanadaHQ checked Sep 28, 20261,001-5,0002,838 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidencePhiladelphia, United StatesHQ checked Sep 28, 20261,001-5,0002,611 contacts →

Indirect evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceBois-colombes, FranceHQ checked Sep 28, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceParis, FranceHQ checked Sep 28, 20261,001-5,0002,141 contacts →

Indirect evidence

“Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceLima, PeruHQ checked Sep 28, 20261,001-5,0001,971 contacts →

Indirect evidence

“Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceWilmington, DE, United StatesHQ checked Sep 28, 20261,001-5,0001,951 contacts →

Indirect evidence

“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0001,927 contacts →

Indirect evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261,001-5,0001,885 contacts →

Indirect evidence

“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 28, 20261,001-5,0001,878 contacts →

Indirect evidence

“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 28, 20261,001-5,0001,768 contacts →

Indirect evidence

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 20261,001-5,0001,664 contacts →

Indirect evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceNew York, DE, United StatesHQ checked Sep 28, 20261,001-5,0001,663 contacts →

Indirect evidence

“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 20261,001-5,0001,661 contacts →

Indirect evidence

“Building wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceToronto, CanadaHQ checked Sep 28, 2026501-1,0001,555 contacts →

Indirect evidence

“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidencePlymouth, MN, United StatesHQ checked Sep 28, 20261,001-5,0001,516 contacts →

Partial evidence

“In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0001,491 contacts →

Indirect evidence

“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceSanta Clara, CA, United StatesHQ checked Sep 28, 20261,001-5,0001,482 contacts →

Indirect evidence

“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 32,192 family office consulting firms worldwide

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Family office consulting firms worldwide at a glance

As of Sep 28, 2026
38.3%Verified-email coverage
13.0Average contacts per company
1-10Median size (employees)
2.3%Largest-city concentration · London
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
22,839
11-50
7,379
51-200
1,294
201-500
301
501-1,000
112
1,001-5,000
98
5,001-10,000
21
10001+
48

Email recency is reported on each country list linked below.

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 office consulting firms, 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.
Coverage
Every country. Country and city lists for family office consulting firms are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “family office consulting firms”. 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 office consulting firms), 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 office consulting firms, and records with no verified work email.
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, 160,564 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 28, 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 office consulting firms by location

182 lists · largest first

Every Family office consulting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 office consulting firms, 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 office consulting firms are there worldwide?

RevenueBase identified 32,192 family office consulting firms worldwide 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which country has the most family office consulting firms?

The United States leads with 13,570 companies, followed by the United Kingdom (2,104) and France (2,044). Every family office consulting firms list by country and city is linked on this page.

Which city has the most family office consulting firms?

London leads with 739 headquartered companies, followed by New York (531) and Paris (529).

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 160,564 verified decision-maker contacts tracked across these 32,192 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 28, 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.