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.
The 25 largest family office consulting firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 6,589 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 5,161 contacts → | ||||
Indirect evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2,898 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2,611 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2,141 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1,971 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1,951 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1,927 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1,885 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1,878 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,828 contacts → | ||||
Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1,768 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1,663 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1,661 contacts → | ||||
Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,555 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,516 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,491 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,482 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, 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: family office consulting firms. 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 family office consulting firms.
- Partial evidence
- Its own public description names part of family office consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office consulting firms. 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 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, 2026Companies by employee count
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 firstEvery 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
- Family office consulting firms based in the United States13,570
- Family office consulting firms based in the United Kingdom2,104
- Family office consulting firms based in France2,044
- Family office consulting firms based in India1,345
- Family office consulting firms based in Canada1,174
- Family office consulting firms based in Australia1,048
- Family office consulting firms based in Switzerland910
- Family office consulting firms based in Brazil827
- Family office consulting firms based in Germany661
- Family office consulting firms based in South Africa386
- Family office consulting firms based in the United Arab Emirates334
- Family office consulting firms based in Spain320
- Family office consulting firms based in Italy280
- Family office consulting firms based in Singapore260
- Family office consulting firms based in Mexico246
- Family office consulting firms based in the Netherlands217
- Family office consulting firms based in Hong Kong177
- Family office consulting firms based in Belgium142
- Family office consulting firms based in Israel103
- Family office consulting firms based in Argentina100
- Family office consulting firms based in Ireland97
- Family office consulting firms based in Malaysia89
- Family office consulting firms based in Luxembourg85
- Family office consulting firms based in Chile79
- Family office consulting firms based in Colombia67
- Family office consulting firms based in Austria63
- Family office consulting firms based in New Zealand57
- Family office consulting firms based in Cyprus50
- Family office consulting firms based in Denmark50
- Family office consulting firms based in Sweden49
- Family office consulting firms based in Poland47
- Family office consulting firms based in Peru44
- Family office consulting firms based in Portugal44
- Family office consulting firms based in Nigeria37
- Family office consulting firms based in Panama36
- Family office consulting firms based in Liechtenstein35
- Family office consulting firms based in Mauritius33
- Family office consulting firms based in Uruguay32
- Family office consulting firms based in Thailand29
- Family office consulting firms based in Saudi Arabia27
Cities
- Family office consulting firms based in London, United Kingdom723
- Family office consulting firms based in New York, United States531
- Family office consulting firms based in Paris, France529
- Family office consulting firms based in Sao Paulo, Brazil329
- Family office consulting firms based in Singapore, Singapore231
- Family office consulting firms based in Dubai, United Arab Emirates226
- Family office consulting firms based in Mumbai, India225
- Family office consulting firms based in Toronto, Canada216
- Family office consulting firms based in Dallas, United States213
- Family office consulting firms based in Sydney, Australia206
- Family office consulting firms based in Atlanta, United States194
- Family office consulting firms based in Chicago, United States187
- Family office consulting firms based in Houston, United States187
- Family office consulting firms based in Zurich, Switzerland181
- Family office consulting firms based in Miami, United States174
- Family office consulting firms based in San Diego, United States136
- Family office consulting firms based in Austin, United States134
- Family office consulting firms based in Boston, United States131
- Family office consulting firms based in San Francisco, United States125
- Family office consulting firms based in Geneva, Switzerland124
- Family office consulting firms based in Melbourne, Australia123
- Family office consulting firms based in Los Angeles, United States122
- Family office consulting firms based in Denver, United States118
- Family office consulting firms based in Scottsdale, United States118
- Family office consulting firms based in Charlotte, United States111
- Family office consulting firms based in Madrid, Spain102
- Family office consulting firms based in Hong Kong, Hong Kong101
- Family office consulting firms based in Pune, India97
- Family office consulting firms based in Lyon, France93
- Family office consulting firms based in New Delhi, India93
- Family office consulting firms based in Vancouver, Canada88
- Family office consulting firms based in Calgary, Canada85
- Family office consulting firms based in Tampa, United States85
- Family office consulting firms based in Newport Beach, United States81
- Family office consulting firms based in Cincinnati, United States78
- Family office consulting firms based in Johannesburg, South Africa78
- Family office consulting firms based in Seattle, United States76
- Family office consulting firms based in Rio De Janeiro, Brazil75
- Family office consulting firms based in Bangalore, India74
- Family office consulting firms based in Lugano, Switzerland73
- Family office consulting firms based in Toulouse, France72
- Family office consulting firms based in Portland, United States71
- Family office consulting firms based in Luxembourg, Luxembourg70
- Family office consulting firms based in Boca Raton, United States69
- Family office consulting firms based in Irvine, United States69
- Family office consulting firms based in Bordeaux, France66
- Family office consulting firms based in Indianapolis, United States65
- Family office consulting firms based in Minneapolis, United States65
- Family office consulting firms based in Barcelona, Spain63
- Family office consulting firms based in Hamburg, Germany63
- Family office consulting firms based in Raleigh, United States63
- Family office consulting firms based in San Antonio, United States59
- Family office consulting firms based in Bellevue, United States58
- Family office consulting firms based in Fort Worth, United States58
- Family office consulting firms based in Montreal, Canada58
- Family office consulting firms based in Overland Park, United States58
- Family office consulting firms based in Bengaluru, India57
- Family office consulting firms based in Pittsburgh, United States57
- Family office consulting firms based in Birmingham, United States56
- Family office consulting firms based in Cape Town, South Africa56
- Family office consulting firms based in Phoenix, United States56
- Family office consulting firms based in Columbia, United States55
- Family office consulting firms based in Columbus, United States54
- Family office consulting firms based in Omaha, United States54
- Family office consulting firms based in Sarasota, United States52
- Family office consulting firms based in Las Vegas, United States50
- Family office consulting firms based in Milano, Italy50
- Family office consulting firms based in Brisbane, Australia49
- Family office consulting firms based in Louisville, United States49
- Family office consulting firms based in Rochester, United States49
- Family office consulting firms based in Washington, United States49
- Family office consulting firms based in Coral Gables, United States48
- Family office consulting firms based in Orlando, United States48
- Family office consulting firms based in Richmond, United States48
- Family office consulting firms based in Wilmington, United States48
- Family office consulting firms based in Salt Lake City, United States46
- Family office consulting firms based in Fort Lauderdale, United States45
- Family office consulting firms based in Grand Rapids, United States44
- Family office consulting firms based in Jacksonville, United States44
- Family office consulting firms based in Pasadena, United States44
- Family office consulting firms based in Zug, Switzerland44
- Family office consulting firms based in Greenville, United States43
- Family office consulting firms based in Madison, United States43
- Family office consulting firms based in Memphis, United States43
- Family office consulting firms based in Nashville, United States43
- Family office consulting firms based in Cleveland, United States42
- Family office consulting firms based in Chennai, India41
- Family office consulting firms based in Greenwood Village, United States41
- Family office consulting firms based in Milan, Italy41
- Family office consulting firms based in Walnut Creek, United States41
- Family office consulting firms based in Naples, United States40
- Family office consulting firms based in Berlin, Germany39
- Family office consulting firms based in Colorado Springs, United States39
- Family office consulting firms based in Hyderabad, India39
- Family office consulting firms based in Porto Alegre, Brazil38
- Family office consulting firms based in Gurugram, India37
- Family office consulting firms based in Manchester, United Kingdom37
- Family office consulting firms based in Beverly Hills, United States36
- Family office consulting firms based in Charleston, United States36
- Family office consulting firms based in Philadelphia, United States36
- Family office consulting firms based in Springfield, United States36
- Family office consulting firms based in Tulsa, United States36
- Family office consulting firms based in Frisco, United States35
- Family office consulting firms based in Ottawa, Canada34
- Family office consulting firms based in Plano, United States34
- Family office consulting firms based in Winnipeg, Canada34
- Family office consulting firms based in Belo Horizonte, Brazil33
- Family office consulting firms based in Lexington, United States33
- Family office consulting firms based in Lake Oswego, United States32
- Family office consulting firms based in Mississauga, Canada32
- Family office consulting firms based in The Woodlands, United States32
- Family office consulting firms based in Edmonton, Canada31
- Family office consulting firms based in Mclean, United States31
- Family office consulting firms based in Melville, United States31
- Family office consulting firms based in Oklahoma City, United States31
- Family office consulting firms based in Santa Barbara, United States31
- Family office consulting firms based in Troy, United States31
- Family office consulting firms based in Alpharetta, United States30
- Family office consulting firms based in Baton Rouge, United States30
- Family office consulting firms based in Bethesda, United States30
- Family office consulting firms based in Brentwood, United States29
- Family office consulting firms based in Perth, Australia29
- Family office consulting firms based in Westlake Village, United States29
- Family office consulting firms based in Edinburgh, United Kingdom28
- Family office consulting firms based in Tucson, United States28
- Family office consulting firms based in Westport, United States28
- Family office consulting firms based in Greensboro, United States27
- Family office consulting firms based in San Jose, United States27
- Family office consulting firms based in Tel Aviv, Israel27
- Family office consulting firms based in Leeds, United Kingdom26
- Family office consulting firms based in Limassol, Cyprus26
- Family office consulting firms based in Montevideo, Uruguay26
- Family office consulting firms based in Pretoria, South Africa26
- Family office consulting firms based in Red Bank, United States26
- Family office consulting firms based in St. Louis, United States26
- Family office consulting firms based in Auckland, New Zealand25
- Family office consulting firms based in Bloomington, United States25
- Family office consulting firms based in Buffalo, United States25
- Family office consulting firms based in Lafayette, United States25
- Family office consulting firms based in Munich, Germany25
- Family office consulting firms based in Princeton, United States25
- Family office consulting firms based in Roseville, United States25
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.