Company lists · Data refreshed September 2026

Top 15 Family office accounting firms based in Portland, United States

RevenueBase identified 27 family office accounting firms headquartered in Portland, United States as of September 2026 and tracks 567 professional contacts across them, including 334 with verified work emails. Across the United States, New York is the largest hub for this category (258 companies); Portland has 27.

This list covers family office accounting firms headquartered in Portland, 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
27Companies
567Contacts tracked
334Verified emails
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The 15 largest family office accounting firms based in Portland, United States

Ranked by team size
Top 15 of 27 family office accounting firms based in Portland, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 2026201-500410 contacts →

Indirect evidence

“For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5025 contacts →

Partial evidence

“Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5017 contacts →

Partial evidence

“Portland Certified Public Accountants Dougall Conradie LLC - Our practice is built on the success of more than 30 years of certified public accounting and tax experience of John…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidencePortland, ME, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidencePortland, OR, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Helping you, down your path, for your tax and financial accounting needs.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidencePortland, OR, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“We have the experience to guide you in all accounting and finance matters, yet we are small enough to give you the undivided attention and care you deserve.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidencePortland, OR, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“WB CPA LLC is a legacy firm of Whitworth & Becker, a boutique accounting firm in Downtown Portland.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidencePortland, CT, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Our financial firm, led by Joseph Carollo, CPA, offers a broad range of services for business owners, executives and independent professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Your company.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidencePortland, ME, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidencePortland, OR, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Providing tax planning, tax compliance and accounting services to individuals, families, closely held business and estates & trusts.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidencePortland, ME, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Pelletier Chase Associates provides confidential accounting, tax, and financial planning services to owners of closely-held business enterprises and their families.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidencePortland, CT, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026

Showing 15 of 27 family office accounting firms based in Portland, United States

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Family office accounting firms based in Portland, United States at a glance

As of Sep 28, 2026
58.9%Verified-email coverage
21.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
4
201-500
1

Email recency for this list is measured across the whole United States list rather than for Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 27 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 Portland, 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 Portland 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, 334 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.

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 Portland, United States?

RevenueBase identified 27 family office accounting firms headquartered in Portland, 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?

Aldrich, headquartered in Portland, tops this list with the largest team on record.

Which city in the United States has the most family office accounting firms?

New York leads the United States with 258 headquartered companies, followed by Houston (114) and Los Angeles (104). Portland has 27.

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 334 verified decision-maker contacts tracked across these 27 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.