Company lists · Data refreshed September 2026

Top 23 Family governance consultants based in New York, United States

Name: Family governance consultants based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 74 companies tracked

RevenueBase identified 74 family governance consultants headquartered in New York, United States as of September 2026 and tracks 5,365 professional contacts across them, including 2,358 with verified work emails. New York is the largest hub.

This list covers family governance consultants headquartered in New York, 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 20, 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 20, 2026 86% judged on-target in blind review

74Companies

5,365Contacts tracked

2,358Verified emails

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The 23 largest family governance consultants based in New York, United States

Ranked by team size

Top 23 of 74 family governance consultants based in New York, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to family governance consultants: 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	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
2	Bessemer Trust	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,346 contacts →
	Partial evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 20, 2026
3	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
4	Fiduciary Trust International	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	419 contacts →
	Indirect evidence “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Source: RevenueBase Database · checked Sep 20, 2026
5	Summit Trail Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	105 contacts →
	Indirect evidence “Our purpose is to simplify the challenges that come with generational wealth.” Source: RevenueBase Database · checked Sep 20, 2026
6	Wellington Shields	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Source: RevenueBase Database · checked Sep 20, 2026
7	Park Avenue Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	45 contacts →
	Partial evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 20, 2026
8	FFO	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	41 contacts →
	Partial evidence “Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors.” Source: RevenueBase Database · checked Sep 20, 2026
9	Ehrenkranz Partners LP	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	39 contacts →
	Partial evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Source: RevenueBase Database · checked Sep 20, 2026
10	Bridgewater Advisors INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
11	Mcmanus & Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Source: RevenueBase Database · checked Sep 20, 2026
12	Eagle BAY Family Office	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial evidence “Eagle Bay Family Office is headquartered at 7 World Trade Center.” Source: RevenueBase Database · checked Sep 20, 2026
13	Geller Advisors LLC	Partial evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	16 contacts →
	Partial evidence “Geller Advisors provides sophisticated wealth management solutions and family office services to individuals and families of significant wealth.” Source: RevenueBase Database · checked Sep 20, 2026
14	Bruderman & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	7 contacts →
	Partial evidence “Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services.” Source: RevenueBase Database · checked Sep 20, 2026
15	Pioneer Wealth Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “Pioneer Wealth Partners, LLC is an independent wealth management firm that offers a comprehensive suite of advisory services to high net worth clients and families.” Source: RevenueBase Database · checked Sep 20, 2026
16	Total Alignment Wealth Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Total Alignment Wealth Advisors (“TAWA”) is an independent, fee-only wealth advisory firm founded by clients to provide unbiased financial planning advice, consolidated financial…” Source: RevenueBase Database · checked Sep 20, 2026
17	Fidelius Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Fidelius is a leading consulting and family-office advisory firm for business families throughout the Americas.” Source: RevenueBase Database · checked Sep 20, 2026
18	Aster Coop	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Aster Coop is a boutique advisory and management firm dedicated to entrepreneurs and business owners, specializing in succession planning and Single Family Office services: Set…” Source: RevenueBase Database · checked Sep 20, 2026
19	Orioniq International Limited	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “OrionIQ - offers the comprehensive capabilities and deep industry knowledge necessary to help you solve the most complex issues of structuring, financing and leveraging your…” Source: RevenueBase Database · checked Sep 20, 2026
20	Aston Pearl	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Using our proprietary approach, Wealth Preservation Infrastructure®, we provide confidential and objective advisory services to single family offices (SFOs), private clients…” Source: RevenueBase Database · checked Sep 20, 2026
21	Nowruz Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “MANAGE YOUR WEALTH.” Source: RevenueBase Database · checked Sep 20, 2026
22	Dynamica, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
23	Angus Advisory Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Angus Advisory Group provides critical analysis, strategic planning, and compassionate guidance to families with substantial assets, and to their advisors and the charitable…” Source: RevenueBase Database · checked Sep 20, 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 governance consultants. 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 governance consultants.
Partial evidence: Its own public description names part of family governance consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family governance consultants. 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 23 of 74 family governance consultants based in New York, United States

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Family governance consultants based in New York, United States at a glance

As of Sep 20, 2026

44.0%Verified-email coverage

72.5Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 74 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 governance consultants, 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 New York, United States whose own description of what they do matches “family governance consultants”. 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 governance consultants), 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 governance consultants, and records with no verified work email. Companies headquartered outside New York 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, 2,358 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 20, 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 governance consultants by metro in the United States

Family governance consultants in New York74
Family governance consultants in Houston37
Family governance consultants in Miami37
Family governance consultants in Chicago35
Family governance consultants in Dallas32
Family governance consultants in Boston27
Family governance consultants in Atlanta26

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 governance consultants, 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 governance consultants are there based in New York, United States?

RevenueBase identified 74 family governance consultants headquartered in New York, 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?

Cerity Partners, headquartered in New York, tops this list with the largest team on record.

Which city has the most family governance consultants?

New York leads with 74 headquartered companies, followed by Houston (37) and Miami (37).

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 2,358 verified decision-maker contacts tracked across these 74 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 20, 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.