Company lists · Data refreshed September 2026

Top 24 Family office accounting services based in New York, United States

RevenueBase identified 179 family office accounting services headquartered in New York, United States as of September 2026 and tracks 4,567 professional contacts across them, including 1,717 with verified work emails. New York is the largest hub.

This list covers family office accounting services headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
179Companies
4,567Contacts tracked
1,717Verified emails
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The 24 largest family office accounting services based in New York, United States

Ranked by team size
Top 24 of 179 family office accounting services based in New York, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to family office accounting services: 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
1Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 20261,001-5,0001,346 contacts →

Strong evidence

“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 2026501-1,000602 contacts →

Indirect evidence

“Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 2026201-500464 contacts →

Partial evidence

“At Wiss, we believe there’s more to accounting than just balancing the books.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 2026501-1,000330 contacts →

Indirect evidence

“Alex.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200105 contacts →

Indirect evidence

“Our purpose is to simplify the challenges that come with generational wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-20090 contacts →

Partial evidence

“Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-20085 contacts →

Strong evidence

“TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5059 contacts →

Indirect evidence

“Our mission is to become your trusted business advisors, assisting you in every way necessary to help you achieve your financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5045 contacts →

Strong evidence

“Aleta is purpose-built family office software for forward-thinking families.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5045 contacts →

Partial evidence

“A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5045 contacts →

Indirect evidence

“FFT Wealth Management has joined Corient.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5041 contacts →

Strong evidence

“Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5040 contacts →

Indirect evidence

“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5039 contacts →

Strong evidence

“Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5026 contacts →

Strong evidence

“Grassy Creek LLC is a first-generation single-family office.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5025 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5018 contacts →

Strong evidence

“Dominion Capital is a family office based in New York City.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5017 contacts →

Strong evidence

“Eagle Bay Family Office is headquartered at 7 World Trade Center.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5017 contacts →

Partial evidence

“For over 40 years, Raines & Fischer, LLP has offered hands on accounting services to start-ups, hedge funds, entrepreneurial small businesses, and high-net-worth individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceNew York, United StatesHQ checked Sep 20, 202651-20016 contacts →

Strong evidence

“Geller Advisors provides sophisticated wealth management solutions and family office services to individuals and families of significant wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-1013 contacts →

Partial evidence

“Romano & Associates had a dream of opening a great accounting firm since back in the early 90’s.”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5013 contacts →

Strong evidence

“Beatrice Advisors is an independent, woman- and minority-owned multi-family office with a simple mission: to provide high-quality financial services to a new generation of wealthy…”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5013 contacts →

Strong evidence

“Stonecourt Capital is a multi-family office focused on providing financial and strategic resources that we believe facilitate the transformational growth of companies across a…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 24 of 179 family office accounting services based in New York, United States

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Family office accounting services based in New York, United States at a glance

As of Sep 20, 2026
37.6%Verified-email coverage
25.5Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
93
11-50
68
51-200
13
201-500
1
501-1,000
2
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 179 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 New York, 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 New York are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,717 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.

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 New York, United States?

RevenueBase identified 179 family office accounting services headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Bessemer Trust, headquartered in New York, 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 1,717 verified decision-maker contacts tracked across these 179 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.