Company lists · Data refreshed September 2026
Top 25 Family office accounting firms based in Atlanta, United States
RevenueBase identified 93 company matches for family office accounting firms associated with Atlanta, United States as of September 2026 and tracks 1,186 professional contacts across them, including 326 with verified work emails. Across the United States, New York is the largest hub for this category (267 companies); Atlanta has 93.
This list covers company matches for family office accounting firms associated with Atlanta, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office accounting firms based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 229 contacts → | ||||
Exact match “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 89 contacts → | ||||
Exact match “Acuity is the modern-day accounting organization built specifically for startups and small businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 69 contacts → | ||||
Exact match “Answers You Need.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 52 contacts → | ||||
Exact match “Wilson Lewis is a certified public accounting firm designed to make your life easier.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 47 contacts → | ||||
Exact match “Every family follows a unique path but each shares a common vision: strength for today and hope for tomorrow.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 40 contacts → | ||||
Exact match “Clients of today’s leading financial services firms expect a superior level of experience and expertise to help them address complex accounting, reporting and planning issues.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “PeachCap's collaborative model provides fully integrated tax, accounting, and wealth services to families and businesses nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “Lindeman Financial Group is a boutique accounting and bookkeeping firm that has been providing clients with the highest level of service since 2007.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “At Hoffman & Associates we are passionate about helping clients achieve success and peace of mind, through planning and applying our legal expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “28th Street Ventures is a family office located in Atlanta, GA” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Oakley Services is a privately held single-family office providing strategic oversight, operational support, and long-term stewardship across a portfolio of operating companies…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “We provide accounting, business advisory, and personal financial management services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “The Davis Family Office, LLC "DFO" is a privately held family office in Atlanta, GA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “LYFE Accounting is a complete one-stop shop accounting company, headquartered in Atlanta, GA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Verner & Associates, LLC is tax and accounting strategy firm located in Atlanta, GA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “BT Family Office can help navigate the complexities and joys of substantial wealth by managing a family’s assets and financial affairs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “We provide tax planning, estate planning, trust planning, and succession planning solutions for individuals and families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “TCPA & ASSOCIATES, PC provides a broad range of services to help our clients efficiently operate their businesses and plan for their financial futures.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Established in 2018, Maven Capital Partners, LLC is an Atlanta, Georgia-based investment advisor and multi-family office that strives to protect and grow its client partners’…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Fiscal Solutions provides Truly Independent Financial Insight to high net worth individuals, entrepreneurs, and modern family offices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family office accounting firms”. 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 93 family office accounting firms based in Atlanta, United States
See the full list, filter by size, metro and specialty, and access 326 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office accounting firms based in Atlanta, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 93 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 Atlanta, United States whose business descriptions match “family office accounting firms” 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 326 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Family office accounting firms by metro in the United States
- Family office accounting firms in New York267
- Family office accounting firms in Houston114
- Family office accounting firms in Los Angeles104
- Family office accounting firms in Chicago102
- Family office accounting firms in Miami93
- Family office accounting firms in Dallas92
- Family office accounting firms in San Diego74
- Family office accounting firms in San Francisco69
- Family office accounting firms in Austin60
- Family office accounting firms in Denver49
- Family office accounting firms in Charlotte43
- Family office accounting firms in Boston42
- Family office accounting firms in Irvine36
- Family office accounting firms in Boca Raton32
- Family office accounting firms in Tampa30
- Family office accounting firms in Las Vegas29
- Family office accounting firms in Newport Beach28
- Family office accounting firms in Phoenix28
- Family office accounting firms in Scottsdale28
- Family office accounting firms in Seattle28
- Family office accounting firms in Portland27
- Family office accounting firms in Indianapolis26
- Family office accounting firms in Orlando26
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 office accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office accounting firms are there based in Atlanta, United States?
RevenueBase identified 93 company matches for family office accounting firms associated with Atlanta, 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?
Small Business Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most family office accounting firms?
New York leads the United States with 267 company records, followed by Houston (114) and Los Angeles (104). Atlanta has 93.
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 326 professional contacts with verified work emails tracked across these 93 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 93 family office accounting firms based in Atlanta, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office accounting firms by geography
- Family office accounting firms based in Adelaide, Australia
- Family office accounting firms based in Brisbane, Australia
- Family office accounting firms based in Melbourne, Australia
- Family office accounting firms based in Perth, Australia
- Family office accounting firms based in Sydney, Australia
- Family office accounting firms based in Belo Horizonte, Brazil
- Family office accounting firms based in Curitiba, Brazil
- Family office accounting firms based in Porto Alegre, Brazil
- Family office accounting firms based in Rio De Janeiro, Brazil
- Family office accounting firms based in Sao Paulo, Brazil
- Family office accounting firms based in Calgary, Canada
- Family office accounting firms based in Edmonton, Canada
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office accounting firms based in Adelaide, Australia
- Family office accounting firms based in Brisbane, Australia
- Family office accounting firms based in Melbourne, Australia
- Family office accounting firms based in Perth, Australia
- Family office accounting firms based in Sydney, Australia
- Family office accounting firms based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 family office accounting firms based in Atlanta, 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 93 matching company records for family office accounting firms based in Atlanta, United States, with 1,186 tracked contacts and 326 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office accounting firms based in Atlanta, 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 |  Small Business Servicessmallbizservices.comHQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 229 contacts → |
“Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Acuity Accountingacuity.coHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 89 contacts → |
“Acuity is the modern-day accounting organization built specifically for startups and small businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  WBL Cpas Advisorswblcpa.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 69 contacts → |
“Answers You Need.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wilson Lewiswilsonlewis.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 52 contacts → |
“Wilson Lewis is a certified public accounting firm designed to make your life easier.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gleneagles Groupgleneaglesgroup.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Every family follows a unique path but each shares a common vision: strength for today and hope for tomorrow.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Jones And Kolbjoneskolb.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 40 contacts → |
“Clients of today’s leading financial services firms expect a superior level of experience and expertise to help them address complex accounting, reporting and planning issues.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Peachcappeachcap.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 20 contacts → |
“PeachCap's collaborative model provides fully integrated tax, accounting, and wealth services to families and businesses nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lindeman Financial Group LLClindemanfinancial.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 18 contacts → |
“Lindeman Financial Group is a boutique accounting and bookkeeping firm that has been providing clients with the highest level of service since 2007.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hoffman & Associates, LLChoffmanestatelaw.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 16 contacts → |
“At Hoffman & Associates we are passionate about helping clients achieve success and peace of mind, through planning and applying our legal expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Gratus Capitalgratuscapital.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 14 contacts → |
“Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Regent Peak Wealth Advisorsregentpeakwealth.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 11 contacts → |
“Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Anchor Financial Partners- Northwestern Mutualanchorfinancialpartners.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  28th Street Ventures28thstreet.netHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“28th Street Ventures is a family office located in Atlanta, GA” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Oakley Servicesoakleyservices.com HQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 9 contacts → |
“Oakley Services is a privately held single-family office providing strategic oversight, operational support, and long-term stewardship across a portfolio of operating companies…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  JKA Associates LLC Accounting & Business Advisoryjkaassociates.orgHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 9 contacts → |
“We provide accounting, business advisory, and personal financial management services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Davis Family Office DFOdavisofc.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“The Davis Family Office, LLC "DFO" is a privately held family office in Atlanta, GA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lyfe Accountinglyfeaccounting.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“LYFE Accounting is a complete one-stop shop accounting company, headquartered in Atlanta, GA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Audientis, LLCaudientisllc.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 7 contacts → |
“Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Verner & Associates, LLCvernercpa.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 7 contacts → |
“Verner & Associates, LLC is tax and accounting strategy firm located in Atlanta, GA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  BT Family Office, LLCbtfamilyoffice.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“BT Family Office can help navigate the complexities and joys of substantial wealth by managing a family’s assets and financial affairs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Galat LAW Group, LLCgalatlaw.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“We provide tax planning, estate planning, trust planning, and succession planning solutions for individuals and families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tcpa & Associates, PCtcpafirm.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“TCPA & ASSOCIATES, PC provides a broad range of services to help our clients efficiently operate their businesses and plan for their financial futures.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Edge Capital Groupedgecappartners.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Maven Capital Partnersmaven-cap.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Established in 2018, Maven Capital Partners, LLC is an Atlanta, Georgia-based investment advisor and multi-family office that strives to protect and grow its client partners’…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Fiscal Solutions LLCfiscalsolutions.netHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 5 contacts → |
“Fiscal Solutions provides Truly Independent Financial Insight to high net worth individuals, entrepreneurs, and modern family offices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 93 company matches
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Family office accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
2 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 across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 93 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office accounting firms by metro in the United States
- Family office accounting firms in New York267
- Family office accounting firms in Houston114
- Family office accounting firms in Los Angeles104
- Family office accounting firms in Chicago102
- Family office accounting firms in Miami93
- Family office accounting firms in Dallas92
- Family office accounting firms in San Diego74
- Family office accounting firms in San Francisco69
- Family office accounting firms in Austin60
- Family office accounting firms in Denver49
- Family office accounting firms in Charlotte43
- Family office accounting firms in Boston42
- Family office accounting firms in Irvine36
- Family office accounting firms in Boca Raton32
- Family office accounting firms in Tampa30
- Family office accounting firms in Las Vegas29
- Family office accounting firms in Newport Beach28
- Family office accounting firms in Phoenix28
- Family office accounting firms in Scottsdale28
- Family office accounting firms in Seattle28
- Family office accounting firms in Portland27
- Family office accounting firms in Indianapolis26
- Family office accounting firms in Orlando26
Questions about this company list
What does Exact match mean for family office accounting firms?
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 office accounting firms did RevenueBase find based in Atlanta, United States?
The saved snapshot records 93 matching company records, 1,186 tracked contacts and 326 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office accounting firms by geography
- Family office accounting firms based in Adelaide, Australia
- Family office accounting firms based in Brisbane, Australia
- Family office accounting firms based in Melbourne, Australia
- Family office accounting firms based in Perth, Australia
- Family office accounting firms based in Sydney, Australia
- Family office accounting firms based in Belo Horizonte, Brazil
- Family office accounting firms based in Curitiba, Brazil
- Family office accounting firms based in Porto Alegre, Brazil
- Family office accounting firms based in Rio De Janeiro, Brazil
- Family office accounting firms based in Sao Paulo, Brazil
- Family office accounting firms based in Calgary, Canada
- Family office accounting firms based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 25 family office accounting firms based in Atlanta, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-accounting-firms/united-states/atlanta.
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 office accounting firms based in Adelaide, Australia
- Family office accounting firms based in Brisbane, Australia
- Family office accounting firms based in Melbourne, Australia
- Family office accounting firms based in Perth, Australia
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Company intelligence · public preview
Top 25 family office accounting firms based in Atlanta, United States
RevenueBase records 93 matching company records for family office accounting firms based in Atlanta, United States, with 1,186 tracked contacts and 326 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office accounting firms based in Atlanta, 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 | Small Business Servicessmallbizservices.com HQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 229 contacts → |
“Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Acuity Accountingacuity.co HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 89 contacts → |
“Acuity is the modern-day accounting organization built specifically for startups and small businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | WBL Cpas Advisorswblcpa.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 69 contacts → |
“Answers You Need.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wilson Lewiswilsonlewis.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 52 contacts → |
“Wilson Lewis is a certified public accounting firm designed to make your life easier.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gleneagles Groupgleneaglesgroup.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Every family follows a unique path but each shares a common vision: strength for today and hope for tomorrow.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Jones And Kolbjoneskolb.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 40 contacts → |
“Clients of today’s leading financial services firms expect a superior level of experience and expertise to help them address complex accounting, reporting and planning issues.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Peachcappeachcap.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 20 contacts → |
“PeachCap's collaborative model provides fully integrated tax, accounting, and wealth services to families and businesses nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lindeman Financial Group LLClindemanfinancial.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 18 contacts → |
“Lindeman Financial Group is a boutique accounting and bookkeeping firm that has been providing clients with the highest level of service since 2007.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hoffman & Associates, LLChoffmanestatelaw.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 16 contacts → |
“At Hoffman & Associates we are passionate about helping clients achieve success and peace of mind, through planning and applying our legal expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gratus Capitalgratuscapital.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 14 contacts → |
“Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Regent Peak Wealth Advisorsregentpeakwealth.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 11 contacts → |
“Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Anchor Financial Partners- Northwestern Mutualanchorfinancialpartners.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 28th Street Ventures28thstreet.net HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“28th Street Ventures is a family office located in Atlanta, GA” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Oakley Servicesoakleyservices.com HQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 9 contacts → |
“Oakley Services is a privately held single-family office providing strategic oversight, operational support, and long-term stewardship across a portfolio of operating companies…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | JKA Associates LLC Accounting & Business Advisoryjkaassociates.org HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 9 contacts → |
“We provide accounting, business advisory, and personal financial management services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Davis Family Office DFOdavisofc.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“The Davis Family Office, LLC "DFO" is a privately held family office in Atlanta, GA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lyfe Accountinglyfeaccounting.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“LYFE Accounting is a complete one-stop shop accounting company, headquartered in Atlanta, GA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Audientis, LLCaudientisllc.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 7 contacts → |
“Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Verner & Associates, LLCvernercpa.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 7 contacts → |
“Verner & Associates, LLC is tax and accounting strategy firm located in Atlanta, GA.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | BT Family Office, LLCbtfamilyoffice.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“BT Family Office can help navigate the complexities and joys of substantial wealth by managing a family’s assets and financial affairs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Galat LAW Group, LLCgalatlaw.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“We provide tax planning, estate planning, trust planning, and succession planning solutions for individuals and families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tcpa & Associates, PCtcpafirm.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“TCPA & ASSOCIATES, PC provides a broad range of services to help our clients efficiently operate their businesses and plan for their financial futures.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Edge Capital Groupedgecappartners.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Maven Capital Partnersmaven-cap.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Established in 2018, Maven Capital Partners, LLC is an Atlanta, Georgia-based investment advisor and multi-family office that strives to protect and grow its client partners’…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fiscal Solutions LLCfiscalsolutions.net HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 5 contacts → |
“Fiscal Solutions provides Truly Independent Financial Insight to high net worth individuals, entrepreneurs, and modern family offices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 93 company matches
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Family office accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
2 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 across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 93 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office accounting firms by metro in the United States
- Family office accounting firms in New York267
- Family office accounting firms in Houston114
- Family office accounting firms in Los Angeles104
- Family office accounting firms in Chicago102
- Family office accounting firms in Miami93
- Family office accounting firms in Dallas92
- Family office accounting firms in San Diego74
- Family office accounting firms in San Francisco69
- Family office accounting firms in Austin60
- Family office accounting firms in Denver49
- Family office accounting firms in Charlotte43
- Family office accounting firms in Boston42
- Family office accounting firms in Irvine36
- Family office accounting firms in Boca Raton32
- Family office accounting firms in Tampa30
- Family office accounting firms in Las Vegas29
- Family office accounting firms in Newport Beach28
- Family office accounting firms in Phoenix28
- Family office accounting firms in Scottsdale28
- Family office accounting firms in Seattle28
- Family office accounting firms in Portland27
- Family office accounting firms in Indianapolis26
- Family office accounting firms in Orlando26
Questions about this company list
What does Exact match mean for family office accounting firms?
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 office accounting firms did RevenueBase find based in Atlanta, United States?
The saved snapshot records 93 matching company records, 1,186 tracked contacts and 326 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 family office accounting firms based in Atlanta, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-accounting-firms/united-states/atlanta.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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