Company lists · Data refreshed September 2026

Top 25 Family office accounting firms based in the United States

Name: Family office accounting firms 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 6,459 companies tracked

RevenueBase identified 6,459 family office accounting firms headquartered in the United States as of September 2026 and tracks 65,256 professional contacts across them, including 31,060 with verified work emails. New York is the largest hub.

This list covers family office accounting firms 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

6,459Companies

65,256Contacts tracked

31,060Verified emails

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The 25 largest family office accounting firms based in the United States

Ranked by team size

Top 25 of 6,459 family office accounting firms 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 office accounting firms: 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	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 28, 2026
2	Trove Fs, LLC	Strong evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	51-200	290 contacts →
	Strong evidence “Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Source: RevenueBase Database · checked Sep 28, 2026
3	ATA	Partial evidence	Jackson, TN, United StatesHQ checked Sep 28, 2026	201-500	224 contacts →
	Partial evidence “ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business…” Source: RevenueBase Database · checked Sep 28, 2026
4	Duffy Kruspodin, LLP	Indirect evidence	Woodland Hills, CA, United StatesHQ checked Sep 28, 2026	201-500	156 contacts →
	Indirect evidence “Duffy Kruspodin, LLP is a Southern California CPA and advisory firm built on long-standing relationships, dependable guidance, and deep financial and business expertise.” Source: RevenueBase Database · checked Sep 28, 2026
5	Acuity Accounting	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	89 contacts →
	Partial evidence “Acuity is the modern-day accounting organization built specifically for startups and small businesses.” Source: RevenueBase Database · checked Sep 28, 2026
6	Rudler,psc	Partial evidence	Fort Wright, KY, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Partial evidence “Pursue Your Vision Rudler, PSC is a full-service public accounting, tax, compliance and business management advisory firm with special services in business valuations, employee…” Source: RevenueBase Database · checked Sep 28, 2026
7	Brown Armstrong Cpas	Indirect evidence	Bakersfield, CA, United StatesHQ checked Sep 28, 2026	51-200	67 contacts →
	Indirect evidence “As accountants, we know the importance of numbers, but we’re also smart enough to know that there is more to managing your financials than that.” Source: RevenueBase Database · checked Sep 28, 2026
8	Heritage Wealth Advisors	Strong evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	60 contacts →
	Strong evidence “Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
9	Payne, Nickles & Company	Partial evidence	Norwalk, OH, United StatesHQ checked Sep 28, 2026	11-50	53 contacts →
	Partial evidence “Payne, Nickles & Company is full service accounting and business advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
10	Oliver, Rainey & Wojtek, LLP	Partial evidence	San Angelo, TX, United StatesHQ checked Sep 28, 2026	11-50	48 contacts →
	Partial evidence “Established in 1979, Oliver, Rainey, & Wojtek is a medium-sized, local professional accounting firm with locations in San Angelo and Burnet, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
11	Aleta A Next-Generation Wealth Platform	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	45 contacts →
	Strong evidence “Aleta is purpose-built family office software for forward-thinking families.” Source: RevenueBase Database · checked Sep 28, 2026
12	Pasquesi Sheppard LLC	Partial evidence	Lake Forest, IL, United StatesHQ checked Sep 28, 2026	11-50	41 contacts →
	Partial evidence “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Source: RevenueBase Database · checked Sep 28, 2026
13	Essex Financial	Indirect evidence	Essex, CT, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Source: RevenueBase Database · checked Sep 28, 2026
14	Arledge	Partial evidence	Oklahoma City, OK, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Source: RevenueBase Database · checked Sep 28, 2026
15	Magnuson, Mchugh, Dougherty, Cpas	Partial evidence	Coeur D'alene, ID, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Source: RevenueBase Database · checked Sep 28, 2026
16	82i	Partial evidence	Severna Park, MD, United StatesHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “82i is a financial advisory and accounting firm built for entrepreneurs.” Source: RevenueBase Database · checked Sep 28, 2026
17	Clh, Cpas & Consultants	Partial evidence	Michigan City, IN, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “CLH, CPAs & Consultants is a local accounting firm with convenient locations in La Porte, Michigan City, and Valparaiso, IN.” Source: RevenueBase Database · checked Sep 28, 2026
18	DSJ Companies	Strong evidence	Westbury, NY, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Strong evidence “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Source: RevenueBase Database · checked Sep 28, 2026
19	London Witte LLP	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial evidence “London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Source: RevenueBase Database · checked Sep 28, 2026
20	C M	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	29 contacts →
	Strong evidence “For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations…” Source: RevenueBase Database · checked Sep 28, 2026
21	Riverbend Management, INC	Indirect evidence	Idaho Falls, ID, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
22	Wilson, Shannon & Snow, INC	Partial evidence	Newark, OH, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Our founding member, Wilbur Wilson, opened our office in 1954.” Source: RevenueBase Database · checked Sep 28, 2026
23	CGP Group	Indirect evidence	Wichita, KS, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “For over 20 years, CGP Group has proudly served Wichita and Kansas.” Source: RevenueBase Database · checked Sep 28, 2026
24	Miller And Co. LLP	Indirect evidence	Woodland Hills, CA, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “MILLER AND CO.” Source: RevenueBase Database · checked Sep 28, 2026
25	Mcmill Cpas & Advisors	Partial evidence	Norfolk, NE, United StatesHQ checked Sep 28, 2026	51-200	23 contacts →
	Partial evidence “McMill CPAs & Advisors provides clients the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof with a…” 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 office accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names family office accounting firms.
Partial evidence: Its own public description names part of family office accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 6,459 family office accounting firms based in the United States

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Family office accounting firms based in the United States at a glance

As of Sep 28, 2026

47.6%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

4.0%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

4,262

11-50

1,839

51-200

262

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 6,459 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 office accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “family office accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among family office accounting firms, 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, 31,060 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family office accounting firms 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 office accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family office accounting firms are there based in the United States?

RevenueBase identified 6,459 family office accounting firms 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?

MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most family office accounting firms?

New York leads with 258 headquartered companies, followed by Houston (114) and Los Angeles (104).

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 31,060 verified decision-maker contacts tracked across these 6,459 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.