Company lists · Data refreshed September 2026
Top 25 Family office accounting services based in San Francisco, United States
RevenueBase identified 49 family office accounting services headquartered in San Francisco, United States as of September 2026 and tracks 645 professional contacts across them, including 307 with verified work emails. New York is the largest hub.
This list covers family office accounting services headquartered in San Francisco, 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 San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 117 contacts → | ||||
Strong evidence “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 70 contacts → | ||||
Partial evidence “SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 61 contacts → | ||||
Indirect evidence “Lindquist, von Husen & Joyce LLP is a highly respected CPA and advisory firm within the San Francisco community.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Strong evidence “EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Indirect evidence “See website” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 30 contacts → | ||||
Partial evidence “San Francisco Financial District Certified Public Accounting Firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 29 contacts → | ||||
Strong evidence “For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 21 contacts → | ||||
Partial evidence “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 18 contacts → | ||||
Strong evidence “Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 17 contacts → | ||||
Partial evidence “Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 16 contacts → | ||||
Indirect evidence “Devereaux, Kuhner & Co.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Partial evidence “Krohn, Watters & Hicks, LLP is a premier public accounting firm located in the heart of San Francisco’s Financial District.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Strong evidence “Meridian Financial LLC is a boutique multi-family office offering a full range of family office services, including life events and lifestyle management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Strong evidence “Sivia Capital is a multi-family office that provides entrepreneurs, business owners and high net worth families with a unique and superior approach to asset management and wealth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “At Moment Partners, we believe the future of wealth demands more than advice, it requires access, clarity, and partnership.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Balanced Practice is an accounting firm focused on empowering business owners and individuals to grow their wealth and maintain financial stability, in a wholesome, balanced…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Private Wealth Management: Ultra-tailored, Tax-aware, Fiduciary At ImpactAdvisor, we help investors achieve better long-term results through fully personalized and tax-efficient…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Strong evidence “Simplex Heritage is the first Japanese multi-family office with a merchant banking platform.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “Krohn + Company, CPAs is a premier public accounting firm located in the heart of San Francisco's Financial District.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “Global Family Office and Investment Management Services” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Berger, Nicholson, LLP provides guidance to help you manage, preserve, control and transfer your wealth to your loved ones by tailoring its services to your particular needs and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Strong evidence “DeepStage LLP is a CPA firm focused on providing accounting services to businesses and high net worth families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “85% of what defines the structure and properties of the universe can't be observed directly and remains hidden to most.” 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 49 family office accounting services based in San Francisco, United States
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Family office accounting services based in San Francisco, 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 49 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 San Francisco, 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 San Francisco 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, 307 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 York181
- Family office accounting services in Houston77
- Family office accounting services in Dallas74
- Family office accounting services in Chicago73
- Family office accounting services in Atlanta69
- Family office accounting services in Miami67
- Family office accounting services in Los Angeles64
- Family office accounting services in San Diego52
- 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 San Francisco, United States?
RevenueBase identified 49 family office accounting services headquartered in San Francisco, 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?
Compound, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most family office accounting services?
New York leads with 181 headquartered companies, followed by Houston (77) 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 307 verified decision-maker contacts tracked across these 49 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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