Company lists · Data refreshed September 2026
Top 25 Family governance consultants based in the United States
RevenueBase identified 717 company matches for family governance consultants associated with the United States as of September 2026 and tracks 8,960 professional contacts across them, including 4,439 with verified work emails. New York is the largest hub.
This list covers company matches for family governance consultants 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 20, 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 governance consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,491 contacts → | ||||
Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,346 contacts → | ||||
Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 243 contacts → | ||||
Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 206 contacts → | ||||
Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 195 contacts → | ||||
Exact match “Fremont Group is the family office for the Bechtel Family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 160 contacts → | ||||
Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 121 contacts → | ||||
Exact match “f -$25 ://./2026/06/22/-2026.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 105 contacts → | ||||
Exact match “Our purpose is to simplify the challenges that come with generational wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 99 contacts → | ||||
Exact match “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 96 contacts → | ||||
Exact match “Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 96 contacts → | ||||
Exact match “We are a family office that strives to provide high level services to owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 88 contacts → | ||||
Exact match “At Matter, families are our number-one priority.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 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 20, 2026 · View company records in RevenueBase | |||||
| 14 | 80 contacts → | ||||
Exact match “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 70 contacts → | ||||
Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 64 contacts → | ||||
Exact match “TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 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 20, 2026 · View company records in RevenueBase | |||||
| 18 | 58 contacts → | ||||
Exact match “Sapient Capital is an independent wealth advisory firm providing investment management, wealth strategy, and family office services to multi-generational families, UHNW…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 57 contacts → | ||||
Exact match “We work with successful families, entrepreneurs, and professionals who aren’t just looking for investment advice – they’re seeking a partner who can help them turn success into…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 54 contacts → | ||||
Exact match “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 53 contacts → | ||||
Exact match “Schechter is a third-generation financial services firm based in Birmingham, MI.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 52 contacts → | ||||
Exact match “You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 52 contacts → | ||||
Exact match “Since our founding in 1998, Arlington, with its offices located in the Southeast, has become one of the nation's leading multi-client family offices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 51 contacts → | ||||
Exact match “Greycourt is an independent advisory firm built by investors, for investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 50 contacts → | ||||
Exact match “Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…” Recorded in the RevenueBase company graph · Sep 20, 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 governance consultants”. 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 717 family governance consultants based in the United States
See the full list, filter by size, metro and specialty, and access 4,439 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family governance consultants based in the United States at a glance
As of Sep 20, 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 717 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 governance consultants” 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 4,439 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 20, 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 governance consultants 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 governance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family governance consultants are there based in the United States?
RevenueBase identified 717 company matches for family governance consultants 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?
Cerity Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family governance consultants?
New York leads with 37 company records, followed by Dallas (20) and Houston (20).
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 4,439 professional contacts with verified work emails tracked across these 717 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 717 family governance consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Family governance consultants by geography
- Family governance consultants based in Atlanta, United States
- Family governance consultants based in Boston, United States
- Family governance consultants based in Chicago, United States
- Family governance consultants based in Dallas, United States
- Family governance consultants based in Houston, United States
- Family governance consultants based in Miami, United States
- Family governance consultants based in New York, United States
- Family governance consultants based in Argentina
- Family governance consultants based in Australia
- Family governance consultants based in Belgium
- Family governance consultants based in Brazil
- Family governance consultants 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
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- Lists A-Z
- New lists
- Family governance consultants based in Atlanta, United States
- Family governance consultants based in Boston, United States
- Family governance consultants based in Chicago, United States
- Family governance consultants based in Dallas, United States
- Family governance consultants based in Houston, United States
- Family governance consultants based in Miami, United States
Company intelligence · public preview
Top 25 family governance consultants 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 717 matching company records for family governance consultants based in the United States, with 8,960 tracked contacts and 4,439 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 20, 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 governance consultants 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 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bessemer Trustbessemertrust.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,346 contacts → |
“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  SCSscsfinancial.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tolleson Wealth Managementtollesonwealth.comHQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fremont Groupfremontgroup.comHQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 195 contacts → |
“Fremont Group is the family office for the Bechtel Family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pitcairnpitcairn.comHQ: Conshohocken, PA, United StatesReported employees: 51-200 | Conshohocken, PA, United States | 51-200 | Exact match | 121 contacts → |
“f -$25 ://./2026/06/22/-2026.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Summit Trail Advisorssummittrail.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 105 contacts → |
“Our purpose is to simplify the challenges that come with generational wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ascent Private Capital Management Of U.S. Bankascent.usbank.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 99 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Keel Pointkeelpoint.comHQ: Huntsville, AL, United StatesReported employees: 51-200 | Huntsville, AL, United States | 51-200 | Exact match | 96 contacts → |
“Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Excellence Services, LLCexcellenceservices.com HQ: Menlo Park, CA, United StatesReported employees: Not recorded | Menlo Park, CA, United States | Not recorded | Exact match | 96 contacts → |
“We are a family office that strives to provide high level services to owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Matter Family Officematterfamilyoffice.comHQ: St. Louis, MO, United StatesReported employees: 51-200 | St. Louis, MO, United States | 51-200 | Exact match | 88 contacts → |
“At Matter, families are our number-one priority.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  True North Advisorstruenorthadvisors.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 80 contacts → |
“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  R.M. Davisrmdavis.comHQ: Portland, ME, United StatesReported employees: 51-200 | Portland, ME, United States | 51-200 | Exact match | 70 contacts → |
“Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | TFO Wealth Partnerstfowealth.com HQ: Maumee, OH, United StatesReported employees: 51-200 | Maumee, OH, United States | 51-200 | Exact match | 64 contacts → |
“TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sapient Capitalsapientcapital.comHQ: Indianapolis, IL, United StatesReported employees: 51-200 | Indianapolis, IL, United States | 51-200 | Exact match | 58 contacts → |
“Sapient Capital is an independent wealth advisory firm providing investment management, wealth strategy, and family office services to multi-generational families, UHNW…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Foster Victor Wealth Advisorsfostervictor.comHQ: Greenville, SC, United StatesReported employees: 11-50 | Greenville, SC, United States | 11-50 | Exact match | 57 contacts → |
“We work with successful families, entrepreneurs, and professionals who aren’t just looking for investment advice – they’re seeking a partner who can help them turn success into…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Prevail Strategiesprevailiws.com HQ: Leawood, KS, United StatesReported employees: 51-200 | Leawood, KS, United States | 51-200 | Exact match | 54 contacts → |
“At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Schechterschechterwealth.comHQ: Birmingham, MI, United StatesReported employees: 51-200 | Birmingham, MI, United States | 51-200 | Exact match | 53 contacts → |
“Schechter is a third-generation financial services firm based in Birmingham, MI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Valley Forge Financial Groupvffg.com HQ: Audubon, PA, United StatesReported employees: 11-50 | Audubon, PA, United States | 11-50 | Exact match | 52 contacts → |
“You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Arlington Family Officesarlington.comHQ: Birmingham, TN, United StatesReported employees: 51-200 | Birmingham, TN, United States | 51-200 | Exact match | 52 contacts → |
“Since our founding in 1998, Arlington, with its offices located in the Southeast, has become one of the nation's leading multi-client family offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Greycourt & Co., INCgreycourt.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 51 contacts → |
“Greycourt is an independent advisory firm built by investors, for investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Legacy Private Trust Companylptrust.com HQ: Neenah, WI, United StatesReported employees: 11-50 | Neenah, WI, United States | 11-50 | Exact match | 50 contacts → |
“Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 717 company matches
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Family governance consultants: dataset insights
September 20, 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
716 records in the displayed employee bands.
1 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 717 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 20, 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 governance consultants by metro
Questions about this company list
What does Exact match mean for family governance consultants?
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 governance consultants did RevenueBase find based in the United States?
The saved snapshot records 717 matching company records, 8,960 tracked contacts and 4,439 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 20, 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 governance consultants by geography
- Family governance consultants based in Atlanta, United States
- Family governance consultants based in Boston, United States
- Family governance consultants based in Chicago, United States
- Family governance consultants based in Dallas, United States
- Family governance consultants based in Houston, United States
- Family governance consultants based in Miami, United States
- Family governance consultants based in New York, United States
- Family governance consultants based in Argentina
- Family governance consultants based in Australia
- Family governance consultants based in Belgium
- Family governance consultants based in Brazil
- Family governance consultants based in Canada
Cite this list
RevenueBase Data Team. Top 25 family governance consultants based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-governance-consultants/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 governance consultants based in Atlanta, United States
- Family governance consultants based in Boston, United States
- Family governance consultants based in Chicago, United States
- Family governance consultants based in Dallas, United States
- Family governance consultants based in Houston, United States
- Family governance consultants based in Miami, United States
Company intelligence · public preview
Top 25 family governance consultants based in the United States
RevenueBase records 717 matching company records for family governance consultants based in the United States, with 8,960 tracked contacts and 4,439 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 20, 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 governance consultants 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 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bessemer Trustbessemertrust.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,346 contacts → |
“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | SCSscsfinancial.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tolleson Wealth Managementtollesonwealth.com HQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fremont Groupfremontgroup.com HQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 195 contacts → |
“Fremont Group is the family office for the Bechtel Family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pitcairnpitcairn.com HQ: Conshohocken, PA, United StatesReported employees: 51-200 | Conshohocken, PA, United States | 51-200 | Exact match | 121 contacts → |
“f -$25 ://./2026/06/22/-2026.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Summit Trail Advisorssummittrail.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 105 contacts → |
“Our purpose is to simplify the challenges that come with generational wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ascent Private Capital Management Of U.S. Bankascent.usbank.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 99 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Keel Pointkeelpoint.com HQ: Huntsville, AL, United StatesReported employees: 51-200 | Huntsville, AL, United States | 51-200 | Exact match | 96 contacts → |
“Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Excellence Services, LLCexcellenceservices.com HQ: Menlo Park, CA, United StatesReported employees: Not recorded | Menlo Park, CA, United States | Not recorded | Exact match | 96 contacts → |
“We are a family office that strives to provide high level services to owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Matter Family Officematterfamilyoffice.com HQ: St. Louis, MO, United StatesReported employees: 51-200 | St. Louis, MO, United States | 51-200 | Exact match | 88 contacts → |
“At Matter, families are our number-one priority.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | True North Advisorstruenorthadvisors.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 80 contacts → |
“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | R.M. Davisrmdavis.com HQ: Portland, ME, United StatesReported employees: 51-200 | Portland, ME, United States | 51-200 | Exact match | 70 contacts → |
“Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | TFO Wealth Partnerstfowealth.com HQ: Maumee, OH, United StatesReported employees: 51-200 | Maumee, OH, United States | 51-200 | Exact match | 64 contacts → |
“TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sapient Capitalsapientcapital.com HQ: Indianapolis, IL, United StatesReported employees: 51-200 | Indianapolis, IL, United States | 51-200 | Exact match | 58 contacts → |
“Sapient Capital is an independent wealth advisory firm providing investment management, wealth strategy, and family office services to multi-generational families, UHNW…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Foster Victor Wealth Advisorsfostervictor.com HQ: Greenville, SC, United StatesReported employees: 11-50 | Greenville, SC, United States | 11-50 | Exact match | 57 contacts → |
“We work with successful families, entrepreneurs, and professionals who aren’t just looking for investment advice – they’re seeking a partner who can help them turn success into…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Prevail Strategiesprevailiws.com HQ: Leawood, KS, United StatesReported employees: 51-200 | Leawood, KS, United States | 51-200 | Exact match | 54 contacts → |
“At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Schechterschechterwealth.com HQ: Birmingham, MI, United StatesReported employees: 51-200 | Birmingham, MI, United States | 51-200 | Exact match | 53 contacts → |
“Schechter is a third-generation financial services firm based in Birmingham, MI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Valley Forge Financial Groupvffg.com HQ: Audubon, PA, United StatesReported employees: 11-50 | Audubon, PA, United States | 11-50 | Exact match | 52 contacts → |
“You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Arlington Family Officesarlington.com HQ: Birmingham, TN, United StatesReported employees: 51-200 | Birmingham, TN, United States | 51-200 | Exact match | 52 contacts → |
“Since our founding in 1998, Arlington, with its offices located in the Southeast, has become one of the nation's leading multi-client family offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Greycourt & Co., INCgreycourt.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 51 contacts → |
“Greycourt is an independent advisory firm built by investors, for investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Legacy Private Trust Companylptrust.com HQ: Neenah, WI, United StatesReported employees: 11-50 | Neenah, WI, United States | 11-50 | Exact match | 50 contacts → |
“Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Family governance consultants: dataset insights
September 20, 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
716 records in the displayed employee bands.
1 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 717 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 20, 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 governance consultants by metro
Questions about this company list
What does Exact match mean for family governance consultants?
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 governance consultants did RevenueBase find based in the United States?
The saved snapshot records 717 matching company records, 8,960 tracked contacts and 4,439 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 20, 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 governance consultants by geography
- Family governance consultants based in Atlanta, United States
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- Family governance consultants based in Chicago, United States
- Family governance consultants based in Dallas, United States
- Family governance consultants based in Houston, United States
- Family governance consultants based in Miami, United States
- Family governance consultants based in New York, United States
- Family governance consultants based in Argentina
- Family governance consultants based in Australia
- Family governance consultants based in Belgium
- Family governance consultants based in Brazil
- Family governance consultants based in Canada
Cite this list
RevenueBase Data Team. Top 25 family governance consultants based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-governance-consultants/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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