Company lists · Data refreshed September 2026
Top 25 Family enterprise advisors based in the United States
RevenueBase identified 1,062 company matches for family enterprise advisors associated with the United States as of September 2026 and tracks 4,878 professional contacts across them, including 1,807 with verified work emails. New York is the largest hub.
This list covers company matches for family enterprise advisors associated with the 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 28, 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.
The 25 largest family enterprise advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 233 contacts → | ||||
Exact match “Cogent Analytics is a business management consulting firm committed to serving the small to mid-sized business community.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 163 contacts → | ||||
Exact match “Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 148 contacts → | ||||
Exact match “B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 121 contacts → | ||||
Exact match “Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 95 contacts → | ||||
Exact match “The Goering Center is a valued business partner delivering knowledge, connection and community.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 83 contacts → | ||||
Exact match “The Cambridge Family Enterprise Group is comprised of Cambridge Advisors to Family Enterprise and Cambridge Institute for Family Enterprise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 77 contacts → | ||||
Exact match “Too many business owners are struggling to find success because they lack a formal plan, hurting the health, wealth and happiness of themselves, their family, and the families of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 76 contacts → | ||||
Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 74 contacts → | ||||
Exact match “Chevo is an entrepreneurial organization with a non-bureaucratic environment to help organizations Change and evolve.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 62 contacts → | ||||
Exact match “Since 1994, The Family Business Consulting Group has worked with enterprising families around the world to achieve one common goal: protect the integrity of the family and the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 59 contacts → | ||||
Exact match “RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 53 contacts → | ||||
Exact match “The Family Firm Institute is the leading membership association worldwide for professionals serving the family enterprise field.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 48 contacts → | ||||
Exact match “Newport is a national strategic advisory firm that helps founders, owners and CEOs of growth stage companies grow and improve the value of their businesses, often in support of a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 43 contacts → | ||||
Exact match “At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 41 contacts → | ||||
Exact match “LGA is an advisory and educational partner to the world's leading family enterprises.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 37 contacts → | ||||
Exact match “Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 36 contacts → | ||||
Exact match “We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 31 contacts → | ||||
Exact match “True North Mergers & Acquisitions, headquartered in Minneapolis, is a national sell-side and buy-side advisory firm for private company founders and family-owned businesses with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 31 contacts → | ||||
Exact match “ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 31 contacts → | ||||
Exact match “The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 26 contacts → | ||||
Exact match “At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 26 contacts → | ||||
Exact match “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 24 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 22 contacts → | ||||
Exact match “The Transition Strategists (formerly vNacelle) is an international boutique consultancy offering business succession planning and transition strategies to family and private…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family enterprise advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,062 family enterprise advisors based in the United States
See the full list, filter by size, metro and specialty, and access 1,807 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family enterprise advisors based in the United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,062 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 the United States whose business descriptions match “family enterprise advisors” 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 1,807 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 28, 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.
Family enterprise advisors by metro
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 “family enterprise advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family enterprise advisors are there based in the United States?
RevenueBase identified 1,062 company matches for family enterprise advisors associated with the 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?
Cogent Analytics tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family enterprise advisors?
New York leads with 35 company records, followed by Chicago (26) and Houston (24).
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 1,807 professional contacts with verified work emails tracked across these 1,062 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,062 family enterprise advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Family enterprise advisors by geography
- Family enterprise advisors based in Sydney, Australia
- Family enterprise advisors based in Sao Paulo, Brazil
- Family enterprise advisors based in Toronto, Canada
- Family enterprise advisors based in Paris, France
- Family enterprise advisors based in London, United Kingdom
- Family enterprise advisors based in Chicago, United States
- Family enterprise advisors based in New York, United States
- Family enterprise advisors based in Australia
- Family enterprise advisors based in Austria
- Family enterprise advisors based in Belgium
- Family enterprise advisors based in Brazil
- Family enterprise advisors based in Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family enterprise advisors based in Sydney, Australia
- Family enterprise advisors based in Sao Paulo, Brazil
- Family enterprise advisors based in Toronto, Canada
- Family enterprise advisors based in Paris, France
- Family enterprise advisors based in London, United Kingdom
- Family enterprise advisors based in Chicago, United States
Company intelligence · public preview
Top 25 family enterprise advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,062 matching company records for family enterprise advisors based in the United States, with 4,878 tracked contacts and 1,807 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family enterprise advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Cogent Analyticscogentanalytics.com HQ: Greensboro, NC, United StatesReported employees: 201-500 | Greensboro, NC, United States | 201-500 | Exact match | 233 contacts → |
“Cogent Analytics is a business management consulting firm committed to serving the small to mid-sized business community.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Family Office Exchangefamilyoffice.com HQ: Chicago, IL, United StatesReported employees: Not recorded | Chicago, IL, United States | Not recorded | Exact match | 163 contacts → |
“Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | B2B CFOb2bcfo.com HQ: Chandler, AZ, United StatesReported employees: 51-200 | Chandler, AZ, United States | 51-200 | Exact match | 148 contacts → |
“B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Platinum Grouptheplatinumgrp.comHQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 121 contacts → |
“Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Goering Center For Family And Private Businessgoeringcenter.com HQ: Cincinnati, OH, United StatesReported employees: Not recorded | Cincinnati, OH, United States | Not recorded | Exact match | 95 contacts → |
“The Goering Center is a valued business partner delivering knowledge, connection and community.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Cambridge, MA, United StatesReported employees: 51-200 | Cambridge, MA, United States | 51-200 | Exact match | 83 contacts → |
“The Cambridge Family Enterprise Group is comprised of Cambridge Advisors to Family Enterprise and Cambridge Institute for Family Enterprise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  American Management Services, INCamserv.comHQ: Orlando, FL, United StatesReported employees: 51-200 | Orlando, FL, United States | 51-200 | Exact match | 77 contacts → |
“Too many business owners are struggling to find success because they lack a formal plan, hurting the health, wealth and happiness of themselves, their family, and the families of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FP Transitionsfptransitions.comHQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 76 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Chevo Consulting, LLCchevoconsulting.com HQ: Rockville, MD, United StatesReported employees: 51-200 | Rockville, MD, United States | 51-200 | Exact match | 74 contacts → |
“Chevo is an entrepreneurial organization with a non-bureaucratic environment to help organizations Change and evolve.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Rosemont, IL, United StatesReported employees: 11-50 | Rosemont, IL, United States | 11-50 | Exact match | 62 contacts → |
“Since 1994, The Family Business Consulting Group has worked with enterprising families around the world to achieve one common goal: protect the integrity of the family and the…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RVR Consulting Grouprvrteam.comHQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 59 contacts → |
“RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Boston, MA, United StatesReported employees: Not recorded | Boston, MA, United States | Not recorded | Exact match | 53 contacts → |
“The Family Firm Institute is the leading membership association worldwide for professionals serving the family enterprise field.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Newport LLCnewportllc.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 48 contacts → |
“Newport is a national strategic advisory firm that helps founders, owners and CEOs of growth stage companies grow and improve the value of their businesses, often in support of a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Banyanglobal Family Business Advisorsbanyan.global HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | LGA Lansberg Gersick Advisorslga.global HQ: Branford, CT, United StatesReported employees: 11-50 | Branford, CT, United States | 11-50 | Exact match | 41 contacts → |
“LGA is an advisory and educational partner to the world's leading family enterprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Quantum Strategiesqs2500.comHQ: Glen Mills, PA, United StatesReported employees: 11-50 | Glen Mills, PA, United States | 11-50 | Exact match | 37 contacts → |
“Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Northborne Partnersnorthborne.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 36 contacts → |
“We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  True North M&atnma.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 31 contacts → |
“True North Mergers & Acquisitions, headquartered in Minneapolis, is a national sell-side and buy-side advisory firm for private company founders and family-owned businesses with…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Rocg Business Consulting, Business Transition, Financial Advisory 888-998-Rocg 7624americas.rocg.comHQ: Boca Raton, FL, United StatesReported employees: Not recorded | Boca Raton, FL, United States | Not recorded | Exact match | 31 contacts → |
“ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 31 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Leadership Resourceslrsuccess.comHQ: Lincoln, NE, United StatesReported employees: 11-50 | Lincoln, NE, United States | 11-50 | Exact match | 26 contacts → |
“At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The Hebets Companyhebetsco.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 26 contacts → |
“For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Succession Resource Groupsuccessionresource.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Butcherjoseph & CObutcherjoseph.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  The Transition Strategiststransitionstrategists.comHQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 22 contacts → |
“The Transition Strategists (formerly vNacelle) is an international boutique consultancy offering business succession planning and transition strategies to family and private…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,062 company matches
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Family enterprise advisors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,062 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,062 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family enterprise advisors by metro
Questions about this company list
What does Exact match mean for family enterprise advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family enterprise advisors did RevenueBase find based in the United States?
The saved snapshot records 1,062 matching company records, 4,878 tracked contacts and 1,807 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family enterprise advisors by geography
- Family enterprise advisors based in Sydney, Australia
- Family enterprise advisors based in Sao Paulo, Brazil
- Family enterprise advisors based in Toronto, Canada
- Family enterprise advisors based in Paris, France
- Family enterprise advisors based in London, United Kingdom
- Family enterprise advisors based in Chicago, United States
- Family enterprise advisors based in New York, United States
- Family enterprise advisors based in Australia
- Family enterprise advisors based in Austria
- Family enterprise advisors based in Belgium
- Family enterprise advisors based in Brazil
- Family enterprise advisors based in Canada
Cite this list
RevenueBase Data Team. Top 25 family enterprise advisors based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-enterprise-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family enterprise advisors based in Sydney, Australia
- Family enterprise advisors based in Sao Paulo, Brazil
- Family enterprise advisors based in Toronto, Canada
- Family enterprise advisors based in Paris, France
- Family enterprise advisors based in London, United Kingdom
- Family enterprise advisors based in Chicago, United States
Company intelligence · public preview
Top 25 family enterprise advisors based in the United States
RevenueBase records 1,062 matching company records for family enterprise advisors based in the United States, with 4,878 tracked contacts and 1,807 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family enterprise advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Cogent Analyticscogentanalytics.com HQ: Greensboro, NC, United StatesReported employees: 201-500 | Greensboro, NC, United States | 201-500 | Exact match | 233 contacts → |
“Cogent Analytics is a business management consulting firm committed to serving the small to mid-sized business community.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Family Office Exchangefamilyoffice.com HQ: Chicago, IL, United StatesReported employees: Not recorded | Chicago, IL, United States | Not recorded | Exact match | 163 contacts → |
“Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | B2B CFOb2bcfo.com HQ: Chandler, AZ, United StatesReported employees: 51-200 | Chandler, AZ, United States | 51-200 | Exact match | 148 contacts → |
“B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Platinum Grouptheplatinumgrp.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 121 contacts → |
“Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Goering Center For Family And Private Businessgoeringcenter.com HQ: Cincinnati, OH, United StatesReported employees: Not recorded | Cincinnati, OH, United States | Not recorded | Exact match | 95 contacts → |
“The Goering Center is a valued business partner delivering knowledge, connection and community.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Cambridge, MA, United StatesReported employees: 51-200 | Cambridge, MA, United States | 51-200 | Exact match | 83 contacts → |
“The Cambridge Family Enterprise Group is comprised of Cambridge Advisors to Family Enterprise and Cambridge Institute for Family Enterprise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | American Management Services, INCamserv.com HQ: Orlando, FL, United StatesReported employees: 51-200 | Orlando, FL, United States | 51-200 | Exact match | 77 contacts → |
“Too many business owners are struggling to find success because they lack a formal plan, hurting the health, wealth and happiness of themselves, their family, and the families of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FP Transitionsfptransitions.com HQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 76 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Chevo Consulting, LLCchevoconsulting.com HQ: Rockville, MD, United StatesReported employees: 51-200 | Rockville, MD, United States | 51-200 | Exact match | 74 contacts → |
“Chevo is an entrepreneurial organization with a non-bureaucratic environment to help organizations Change and evolve.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Rosemont, IL, United StatesReported employees: 11-50 | Rosemont, IL, United States | 11-50 | Exact match | 62 contacts → |
“Since 1994, The Family Business Consulting Group has worked with enterprising families around the world to achieve one common goal: protect the integrity of the family and the…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RVR Consulting Grouprvrteam.com HQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 59 contacts → |
“RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Boston, MA, United StatesReported employees: Not recorded | Boston, MA, United States | Not recorded | Exact match | 53 contacts → |
“The Family Firm Institute is the leading membership association worldwide for professionals serving the family enterprise field.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Newport LLCnewportllc.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 48 contacts → |
“Newport is a national strategic advisory firm that helps founders, owners and CEOs of growth stage companies grow and improve the value of their businesses, often in support of a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Banyanglobal Family Business Advisorsbanyan.global HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | LGA Lansberg Gersick Advisorslga.global HQ: Branford, CT, United StatesReported employees: 11-50 | Branford, CT, United States | 11-50 | Exact match | 41 contacts → |
“LGA is an advisory and educational partner to the world's leading family enterprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Quantum Strategiesqs2500.com HQ: Glen Mills, PA, United StatesReported employees: 11-50 | Glen Mills, PA, United States | 11-50 | Exact match | 37 contacts → |
“Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Northborne Partnersnorthborne.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 36 contacts → |
“We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | True North M&atnma.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 31 contacts → |
“True North Mergers & Acquisitions, headquartered in Minneapolis, is a national sell-side and buy-side advisory firm for private company founders and family-owned businesses with…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rocg Business Consulting, Business Transition, Financial Advisory 888-998-Rocg 7624americas.rocg.com HQ: Boca Raton, FL, United StatesReported employees: Not recorded | Boca Raton, FL, United States | Not recorded | Exact match | 31 contacts → |
“ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 31 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Leadership Resourceslrsuccess.com HQ: Lincoln, NE, United StatesReported employees: 11-50 | Lincoln, NE, United States | 11-50 | Exact match | 26 contacts → |
“At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Hebets Companyhebetsco.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 26 contacts → |
“For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Succession Resource Groupsuccessionresource.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Butcherjoseph & CObutcherjoseph.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | The Transition Strategiststransitionstrategists.com HQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 22 contacts → |
“The Transition Strategists (formerly vNacelle) is an international boutique consultancy offering business succession planning and transition strategies to family and private…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Family enterprise advisors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,062 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,062 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family enterprise advisors by metro
Questions about this company list
What does Exact match mean for family enterprise advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family enterprise advisors did RevenueBase find based in the United States?
The saved snapshot records 1,062 matching company records, 4,878 tracked contacts and 1,807 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family enterprise advisors by geography
- Family enterprise advisors based in Sydney, Australia
- Family enterprise advisors based in Sao Paulo, Brazil
- Family enterprise advisors based in Toronto, Canada
- Family enterprise advisors based in Paris, France
- Family enterprise advisors based in London, United Kingdom
- Family enterprise advisors based in Chicago, United States
- Family enterprise advisors based in New York, United States
- Family enterprise advisors based in Australia
- Family enterprise advisors based in Austria
- Family enterprise advisors based in Belgium
- Family enterprise advisors based in Brazil
- Family enterprise advisors based in Canada
Cite this list
RevenueBase Data Team. Top 25 family enterprise advisors based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-enterprise-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Family enterprise advisors based in Sydney, Australia
- Family enterprise advisors based in Sao Paulo, Brazil
- Family enterprise advisors based in Toronto, Canada
- Family enterprise advisors based in Paris, France
- Family enterprise advisors based in London, United Kingdom
- Family enterprise advisors based in Chicago, United States