Company lists · Data refreshed September 2026
Top 25 Family office accounting services based in Miami, United States
RevenueBase identified 66 family office accounting services headquartered in Miami, United States as of September 2026 and tracks 710 professional contacts across them, including 310 with verified work emails. New York is the largest hub.
This list covers family office accounting services headquartered in Miami, 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.
The 25 largest family office accounting services based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 229 contacts → | ||||
Partial evidence “KSDT Advisors provides a full service line of professional services to include Tax, Advisory, Assurance, Accounting, Litigation, Wealth Management and more.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 49 contacts → | ||||
Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 contacts → | ||||
Indirect evidence “Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 contacts → | ||||
Indirect evidence “Ravan & CO partners with business leaders to strengthen financial clarity, enable informed decision-making, and support sustainable growth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 contacts → | ||||
Partial evidence “Accounting is the backbone of a successful business empire.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Strong evidence “Gestión de patrimonios con un enfoque de Multi Family Office.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Strong evidence “Element Pointe is an independent multi-family office and wealth management firm committed to guiding ultra-high-net-worth individuals and their families through important…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 14 contacts → | ||||
Partial evidence “For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Partial evidence “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Indirect evidence “Mr.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Strong evidence “Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Strong evidence “Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Strong evidence “Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Strong evidence “Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Strong evidence “Somos Diagonal Investment Office – un multi-family office independiente con respaldo global.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Strong evidence “SAAGA (previously OnNe Consulting) is a firm devoted to designing, operating and advising Single Family Offices.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Strong evidence “FitzRoy Investment Advisors is a multi-family office based in Miami, Florida.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Turning Financial Complexity into an Advantage Foodman CPAs & Advisors is a trusted leader in forensic accounting, complex tax matters, regulatory compliance, and litigation…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Partial evidence “LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “If you are looking for a blend of personal service and expertise, you have come to the right place!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Strong evidence “Dhillon Partners is a Family Office which manages global assets, over a diverse range of investment categories.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Indirect evidence “Our team has 50 years of combined experience in the Wealth Management Industry.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “Angel D.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Strong evidence “Scheck Group is a family office focused on private equity, real estate and other investments.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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 services. 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 services.
- Partial evidence
- Its own public description names part of family office accounting services, 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 services. 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 66 family office accounting services based in Miami, United States
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Family office accounting services based in Miami, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 66 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 services, 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 Miami, United States whose own description of what they do matches “family office accounting services”. 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 services), 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 services, and records with no verified work email. Companies headquartered outside Miami 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, 310 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 office accounting services by metro in the United States
- Family office accounting services in New York179
- Family office accounting services in Houston76
- Family office accounting services in Dallas74
- Family office accounting services in Chicago71
- Family office accounting services in Atlanta69
- Family office accounting services in Miami66
- Family office accounting services in Los Angeles63
- Family office accounting services in San Diego51
- Family office accounting services in San Francisco49
- Family office accounting services in Austin42
- Family office accounting services in Denver35
- Family office accounting services in Charlotte32
- Family office accounting services in Boca Raton27
- Family office accounting services in Boston26
- Family office accounting services in Irvine26
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 services, 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 services are there based in Miami, United States?
RevenueBase identified 66 family office accounting services headquartered in Miami, 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?
KSDT, headquartered in Miami, tops this list with the largest team on record.
Which city has the most family office accounting services?
New York leads with 179 headquartered companies, followed by Houston (76) and Dallas (74).
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 310 verified decision-maker contacts tracked across these 66 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.
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