Company lists · Data refreshed September 2026

Top 25 Family enterprise advisors based in the United States

Name: Family enterprise advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,062 companies tracked

RevenueBase identified 1,062 family enterprise advisors headquartered in 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 family enterprise advisors headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

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

1,062Companies

4,878Contacts tracked

1,807Verified emails

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The 25 largest family enterprise advisors based in the United States

Ranked by team size

Top 25 of 1,062 family enterprise advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family enterprise advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Cogent Analytics	Indirect evidence	Greensboro, NC, United StatesHQ checked Sep 28, 2026	201-500	233 contacts →
	Indirect evidence “Cogent Analytics is a business management consulting firm committed to serving the small to mid-sized business community.” Source: RevenueBase Database · checked Sep 28, 2026
2	Family Office Exchange	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	n/a	163 contacts →
	Strong evidence “Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Source: RevenueBase Database · checked Sep 28, 2026
3	B2B CFO	Partial evidence	Chandler, AZ, United StatesHQ checked Sep 28, 2026	51-200	148 contacts →
	Partial evidence “B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Source: RevenueBase Database · checked Sep 28, 2026
4	Platinum Group	Partial evidence	Minnetonka, MN, United StatesHQ checked Sep 28, 2026	11-50	121 contacts →
	Partial evidence “Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Source: RevenueBase Database · checked Sep 28, 2026
5	Goering Center For Family And Private Business	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	n/a	95 contacts →
	Indirect evidence “The Goering Center is a valued business partner delivering knowledge, connection and community.” Source: RevenueBase Database · checked Sep 28, 2026
6	Cambridge Family Enterprise Group Cfeg	Strong evidence	Cambridge, MA, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Strong evidence “The Cambridge Family Enterprise Group is comprised of Cambridge Advisors to Family Enterprise and Cambridge Institute for Family Enterprise.” Source: RevenueBase Database · checked Sep 28, 2026
7	American Management Services, INC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	FP Transitions	Partial evidence	Lake Oswego, OR, United StatesHQ checked Sep 28, 2026	51-200	76 contacts →
	Partial evidence “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
9	Chevo Consulting, LLC	Indirect evidence	Rockville, MD, United StatesHQ checked Sep 28, 2026	51-200	74 contacts →
	Indirect evidence “Chevo is an entrepreneurial organization with a non-bureaucratic environment to help organizations Change and evolve.” Source: RevenueBase Database · checked Sep 28, 2026
10	The Family Business Consulting Group, Inc. Fbcg	Strong evidence	Rosemont, IL, United StatesHQ checked Sep 28, 2026	11-50	62 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
11	RVR Consulting Group	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 28, 2026	11-50	59 contacts →
	Indirect evidence “RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Source: RevenueBase Database · checked Sep 28, 2026
12	The Family Firm Institute - FFI	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	n/a	53 contacts →
	Strong evidence “The Family Firm Institute is the leading membership association worldwide for professionals serving the family enterprise field.” Source: RevenueBase Database · checked Sep 28, 2026
13	Newport LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	Banyanglobal Family Business Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	43 contacts →
	Partial evidence “At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Source: RevenueBase Database · checked Sep 28, 2026
15	LGA Lansberg Gersick Advisors	Strong evidence	Branford, CT, United StatesHQ checked Sep 28, 2026	11-50	41 contacts →
	Strong evidence “LGA is an advisory and educational partner to the world's leading family enterprises.” Source: RevenueBase Database · checked Sep 28, 2026
16	Quantum Strategies	Partial evidence	Glen Mills, PA, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Source: RevenueBase Database · checked Sep 28, 2026
17	Northborne Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “We advise business owners through one of the most important moments of their lives – the sale of their company.” Source: RevenueBase Database · checked Sep 28, 2026
18	True North M&a	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	51-200	31 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
19	Rocg Business Consulting, Business Transition, Financial Advisory 888-998-Rocg 7624	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	n/a	31 contacts →
	Partial evidence “ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Source: RevenueBase Database · checked Sep 28, 2026
20	Business Owner Succession Strategies Boss Group	Indirect evidence	Minnetonka, MN, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Source: RevenueBase Database · checked Sep 28, 2026
21	Leadership Resources	Indirect evidence	Lincoln, NE, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “At the core of what we do is one belief: strategy and leadership should never be separate conversations.” Source: RevenueBase Database · checked Sep 28, 2026
22	The Hebets Company	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Source: RevenueBase Database · checked Sep 28, 2026
23	Succession Resource Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	Butcherjoseph & CO	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	The Transition Strategists	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	22 contacts →
	Partial evidence “The Transition Strategists (formerly vNacelle) is an international boutique consultancy offering business succession planning and transition strategies to family and private…” Source: RevenueBase Database · checked Sep 28, 2026

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 enterprise advisors. 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 enterprise advisors.
Partial evidence: Its own public description names part of family enterprise advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family enterprise advisors. 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 1,062 family enterprise advisors based in the United States

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Family enterprise advisors based in the United States at a glance

As of Sep 28, 2026

37.0%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

910

11-50

133

51-200

201-500

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family enterprise advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “family enterprise advisors”. 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 enterprise advisors), 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 enterprise advisors, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,807 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 enterprise advisors by metro

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 enterprise advisors, 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 enterprise advisors are there based in the United States?

RevenueBase identified 1,062 family enterprise advisors headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Cogent Analytics, headquartered in Greensboro, tops this list with the largest team on record.

Which city has the most family enterprise advisors?

New York leads with 32 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,807 verified decision-maker contacts tracked across these 1,062 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.