Company lists · Data refreshed September 2026
Top 25 Family office consultants based in the United States
RevenueBase identified 16,385 company matches for family office consultants associated with the United States as of September 2026 and tracks 261,508 professional contacts across them, including 125,577 with verified work emails. New York is the largest hub.
This list covers company matches for family office consultants associated with the 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 20, 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 consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 520 contacts → | ||||
Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 290 contacts → | ||||
Exact match “Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 247 contacts → | ||||
Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 171 contacts → | ||||
Exact match “We strive to build meaningful relationships with our clients and within our communities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 142 contacts → | ||||
Exact match “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 117 contacts → | ||||
Exact match “Complete financial peace of mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 69 contacts → | ||||
Exact match “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 68 contacts → | ||||
Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 60 contacts → | ||||
Exact match “Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 59 contacts → | ||||
Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 57 contacts → | ||||
Exact match “Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 56 contacts → | ||||
Exact match “financial firm” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 53 contacts → | ||||
Exact match “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 48 contacts → | ||||
Exact match “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 43 contacts → | ||||
Exact match “At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 43 contacts → | ||||
Exact match “L&M specializes in financial planning and investment advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 38 contacts → | ||||
Exact match “At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 37 contacts → | ||||
Exact match “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 37 contacts → | ||||
Exact match “At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 34 contacts → | ||||
Exact match “Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 33 contacts → | ||||
Exact match “Everest Financial Group, LLC is an Independent Wealth Management firm located in the Minneapolis/Saint Paul greater area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 32 contacts → | ||||
Exact match “AKA's role is an advocate for our clients' personal financial goals and business success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 30 contacts → | ||||
Exact match “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 29 contacts → | ||||
Exact match “We are an association of businessmen and businesswomen who share a pride in the accomplishments of our firm, our families, and the communities we serve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning.” Recorded in the RevenueBase company graph · Sep 20, 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 consultants”. 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 16,385 family office consultants based in the United States
See the full list, filter by size, metro and specialty, and access 125,577 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office consultants based in the United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 16,385 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 the United States whose business descriptions match “family office consultants” 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 125,577 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 20, 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 consultants by metro
- Family office consultants in New York540
- Family office consultants in Dallas230
- Family office consultants in Atlanta222
- Family office consultants in Houston218
- Family office consultants in Chicago208
- Family office consultants in Miami179
- Family office consultants in San Diego177
- Family office consultants in Austin158
- Family office consultants in San Francisco150
- Family office consultants in Scottsdale144
- Family office consultants in Los Angeles138
- Family office consultants in Boston137
- Family office consultants in Denver134
- Family office consultants in Charlotte130
- Family office consultants in Tampa111
- Family office consultants in Cincinnati96
- Family office consultants in Newport Beach92
- Family office consultants in Boca Raton87
- Family office consultants in Seattle86
- Family office consultants in Portland85
- Family office consultants in Irvine83
- Family office consultants in St. Louis79
- Family office consultants in Indianapolis78
- Family office consultants in Minneapolis78
- Family office consultants in Phoenix78
- Family office consultants in Overland Park74
- Family office consultants in Raleigh74
- Family office consultants in Bellevue73
- Family office consultants in San Antonio71
- Family office consultants in Columbus67
- Family office consultants in Omaha66
- Family office consultants in Pittsburgh65
- Family office consultants in Birmingham64
- Family office consultants in Columbia64
- Family office consultants in Fort Worth64
- Family office consultants in Grand Rapids63
- Family office consultants in Las Vegas61
- Family office consultants in Sarasota60
- Family office consultants in Richmond58
- Family office consultants in Coral Gables57
- Family office consultants in Washington57
- Family office consultants in Wilmington57
- Family office consultants in Greenville56
- Family office consultants in Orlando56
- Family office consultants in Salt Lake City56
- Family office consultants in Fort Lauderdale55
- Family office consultants in Louisville55
- Family office consultants in Rochester54
- Family office consultants in Pasadena53
- Family office consultants in Madison52
- Family office consultants in Greenwood Village51
- Family office consultants in Cleveland49
- Family office consultants in Colorado Springs49
- Family office consultants in Naples49
- Family office consultants in Nashville49
- Family office consultants in Jacksonville48
- Family office consultants in Plano47
- Family office consultants in Walnut Creek47
- Family office consultants in Memphis46
- Family office consultants in Philadelphia44
- Family office consultants in Springfield43
- Family office consultants in Beverly Hills41
- Family office consultants in Charleston41
- Family office consultants in Lexington41
- Family office consultants in Tulsa41
- Family office consultants in Frisco39
- Family office consultants in Alpharetta38
- Family office consultants in Franklin38
- Family office consultants in Lake Oswego37
- Family office consultants in San Jose37
- Family office consultants in The Woodlands37
- Family office consultants in Troy37
- Family office consultants in Oklahoma City36
- Family office consultants in Baton Rouge35
- Family office consultants in Westlake Village35
- Family office consultants in Boulder34
- Family office consultants in Brentwood34
- Family office consultants in Melville34
- Family office consultants in Santa Barbara34
- Family office consultants in Bloomington33
- Family office consultants in Reno33
- Family office consultants in Roseville33
- Family office consultants in Tucson33
- Family office consultants in Bethesda32
- Family office consultants in Knoxville32
- Family office consultants in Mclean32
- Family office consultants in Lafayette31
- Family office consultants in Plymouth31
- Family office consultants in Englewood30
- Family office consultants in Greensboro30
- Family office consultants in Annapolis29
- Family office consultants in Buffalo29
- Family office consultants in Fort Wayne29
- Family office consultants in Red Bank29
- Family office consultants in West Des Moines29
- Family office consultants in Fort Collins28
- Family office consultants in Kansas City28
- Family office consultants in Reston28
- Family office consultants in Virginia Beach28
- Family office consultants in Wayne28
- Family office consultants in West Chester28
- Family office consultants in Westport28
- Family office consultants in Chattanooga27
- Family office consultants in Princeton27
- Family office consultants in Wichita27
- Family office consultants in Bloomfield Hills26
- Family office consultants in Jackson26
- Family office consultants in Minnetonka26
- Family office consultants in Northbrook26
- Family office consultants in Tempe26
- Family office consultants in Woodbury26
- Family office consultants in Chesterfield25
- Family office consultants in Lancaster25
- Family office consultants in Lincoln25
- Family office consultants in West Palm Beach25
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office consultants are there based in the United States?
RevenueBase identified 16,385 company matches for family office consultants associated with the 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?
MAI Capital Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office consultants?
New York leads with 540 company records, followed by Dallas (230) and Atlanta (222).
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 125,577 professional contacts with verified work emails tracked across these 16,385 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 16,385 family office consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Family office consultants by geography
- Family office consultants based in Adelaide, Australia
- Family office consultants based in Brisbane City, Australia
- Family office consultants based in Brisbane, Australia
- Family office consultants based in Melbourne, Australia
- Family office consultants based in North Sydney, Australia
- Family office consultants based in Perth, Australia
- Family office consultants based in Sydney, Australia
- Family office consultants based in Belo Horizonte, Brazil
- Family office consultants based in Porto Alegre, Brazil
- Family office consultants based in Rio De Janeiro, Brazil
- Family office consultants based in Sao Paulo, Brazil
- Family office consultants based in Burlington, 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
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- Family office consultants based in Adelaide, Australia
- Family office consultants based in Brisbane City, Australia
- Family office consultants based in Brisbane, Australia
- Family office consultants based in Melbourne, Australia
- Family office consultants based in North Sydney, Australia
- Family office consultants based in Perth, Australia
Company intelligence · public preview
Top 25 family office consultants based in the 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 16,385 matching company records for family office consultants based in the United States, with 261,508 tracked contacts and 125,577 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 20, 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 consultants based in the 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 |  MAI Capital Managementmai.capitalHQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Trove Fs, LLCtrove.net HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 290 contacts → |
“Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  National Financial Networknatfin.netHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 247 contacts → |
“National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ashford Advisorsashfordadvisors.netHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 171 contacts → |
“We strive to build meaningful relationships with our clients and within our communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Lions Financiallions.financialHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 142 contacts → |
“We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Empirical Wealth Managementempirical.net HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 117 contacts → |
“Complete financial peace of mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Procyonprocyon.netHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 69 contacts → |
“Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ingalls & Snyderingalls.netHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 68 contacts → |
“Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Heritage Wealth Advisorsheritagewealth.net HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 60 contacts → |
“Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Perfect Circle INCperfectcircle.lifeHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealth Design Groupwealthdesigngroup.netHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 57 contacts → |
“Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sterling Financial Groupsfg.us HQ: Sparta, NJ, United StatesReported employees: 51-200 | Sparta, NJ, United States | 51-200 | Exact match | 56 contacts → |
“financial firm” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Heritage Financial Services, LLCheritagefinancial.net HQ: Westwood, MA, United StatesReported employees: 11-50 | Westwood, MA, United States | 11-50 | Exact match | 53 contacts → |
“Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Drake & Associates, LLCdrakeandassociates.netHQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 48 contacts → |
“Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Banyanglobal Family Business Advisorsbanyan.global HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | L&m Wealth Managementlmfs.net HQ: Amherst, NY, United StatesReported employees: 11-50 | Amherst, NY, United States | 11-50 | Exact match | 43 contacts → |
“L&M specializes in financial planning and investment advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | G & J Seiberlich & CO LLPgjs.cpa HQ: Napa, CA, United StatesReported employees: 11-50 | Napa, CA, United States | 11-50 | Exact match | 38 contacts → |
“At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Essex Financialessex.financial HQ: Essex, CT, United StatesReported employees: 11-50 | Essex, CT, United States | 11-50 | Exact match | 37 contacts → |
“Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  360 Financial360financial.netHQ: Wayzata, MN, United StatesReported employees: 11-50 | Wayzata, MN, United States | 11-50 | Exact match | 37 contacts → |
“At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Retirement & Wealth Strategiesrwsgroup.org HQ: Farmington Hills, MI, United StatesReported employees: 51-200 | Farmington Hills, MI, United States | 51-200 | Exact match | 34 contacts → |
“Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Everest Financial Groupeverestfg.us HQ: Golden Valley, MN, United StatesReported employees: 11-50 | Golden Valley, MN, United States | 11-50 | Exact match | 33 contacts → |
“Everest Financial Group, LLC is an Independent Wealth Management firm located in the Minneapolis/Saint Paul greater area.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  AKA Advisory, LLCaka.cpaHQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 32 contacts → |
“AKA's role is an advocate for our clients' personal financial goals and business success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  DSJ Companiesdsj.usHQ: Westbury, NY, United StatesReported employees: 11-50 | Westbury, NY, United States | 11-50 | Exact match | 30 contacts → |
“Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Strategic Financial Concepts, INCsfcinc.netHQ: Wichita, KS, United StatesReported employees: 11-50 | Wichita, KS, United States | 11-50 | Exact match | 29 contacts → |
“We are an association of businessmen and businesswomen who share a pride in the accomplishments of our firm, our families, and the communities we serve.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  The Baker Groupbakergroup.orgHQ: Southfield, MI, United StatesReported employees: 11-50 | Southfield, MI, United States | 11-50 | Exact match | 29 contacts → |
“The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 16,385 company matches
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Family office consultants: dataset insights
September 20, 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
16,353 records in the displayed employee bands.
32 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 16,385 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 20, 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 consultants by metro
- Family office consultants in New York540
- Family office consultants in Dallas230
- Family office consultants in Atlanta222
- Family office consultants in Houston218
- Family office consultants in Chicago208
- Family office consultants in Miami179
- Family office consultants in San Diego177
- Family office consultants in Austin158
- Family office consultants in San Francisco150
- Family office consultants in Scottsdale144
- Family office consultants in Los Angeles138
- Family office consultants in Boston137
- Family office consultants in Denver134
- Family office consultants in Charlotte130
- Family office consultants in Tampa111
- Family office consultants in Cincinnati96
- Family office consultants in Newport Beach92
- Family office consultants in Boca Raton87
- Family office consultants in Seattle86
- Family office consultants in Portland85
- Family office consultants in Irvine83
- Family office consultants in St. Louis79
- Family office consultants in Indianapolis78
- Family office consultants in Minneapolis78
- Family office consultants in Phoenix78
- Family office consultants in Overland Park74
- Family office consultants in Raleigh74
- Family office consultants in Bellevue73
- Family office consultants in San Antonio71
- Family office consultants in Columbus67
- Family office consultants in Omaha66
- Family office consultants in Pittsburgh65
- Family office consultants in Birmingham64
- Family office consultants in Columbia64
- Family office consultants in Fort Worth64
- Family office consultants in Grand Rapids63
- Family office consultants in Las Vegas61
- Family office consultants in Sarasota60
- Family office consultants in Richmond58
- Family office consultants in Coral Gables57
- Family office consultants in Washington57
- Family office consultants in Wilmington57
- Family office consultants in Greenville56
- Family office consultants in Orlando56
- Family office consultants in Salt Lake City56
- Family office consultants in Fort Lauderdale55
- Family office consultants in Louisville55
- Family office consultants in Rochester54
- Family office consultants in Pasadena53
- Family office consultants in Madison52
- Family office consultants in Greenwood Village51
- Family office consultants in Cleveland49
- Family office consultants in Colorado Springs49
- Family office consultants in Naples49
- Family office consultants in Nashville49
- Family office consultants in Jacksonville48
- Family office consultants in Plano47
- Family office consultants in Walnut Creek47
- Family office consultants in Memphis46
- Family office consultants in Philadelphia44
- Family office consultants in Springfield43
- Family office consultants in Beverly Hills41
- Family office consultants in Charleston41
- Family office consultants in Lexington41
- Family office consultants in Tulsa41
- Family office consultants in Frisco39
- Family office consultants in Alpharetta38
- Family office consultants in Franklin38
- Family office consultants in Lake Oswego37
- Family office consultants in San Jose37
- Family office consultants in The Woodlands37
- Family office consultants in Troy37
- Family office consultants in Oklahoma City36
- Family office consultants in Baton Rouge35
- Family office consultants in Westlake Village35
- Family office consultants in Boulder34
- Family office consultants in Brentwood34
- Family office consultants in Melville34
- Family office consultants in Santa Barbara34
- Family office consultants in Bloomington33
- Family office consultants in Reno33
- Family office consultants in Roseville33
- Family office consultants in Tucson33
- Family office consultants in Bethesda32
- Family office consultants in Knoxville32
- Family office consultants in Mclean32
- Family office consultants in Lafayette31
- Family office consultants in Plymouth31
- Family office consultants in Englewood30
- Family office consultants in Greensboro30
- Family office consultants in Annapolis29
- Family office consultants in Buffalo29
- Family office consultants in Fort Wayne29
- Family office consultants in Red Bank29
- Family office consultants in West Des Moines29
- Family office consultants in Fort Collins28
- Family office consultants in Kansas City28
- Family office consultants in Reston28
- Family office consultants in Virginia Beach28
- Family office consultants in Wayne28
- Family office consultants in West Chester28
- Family office consultants in Westport28
- Family office consultants in Chattanooga27
- Family office consultants in Princeton27
- Family office consultants in Wichita27
- Family office consultants in Bloomfield Hills26
- Family office consultants in Jackson26
- Family office consultants in Minnetonka26
- Family office consultants in Northbrook26
- Family office consultants in Tempe26
- Family office consultants in Woodbury26
- Family office consultants in Chesterfield25
- Family office consultants in Lancaster25
- Family office consultants in Lincoln25
- Family office consultants in West Palm Beach25
Questions about this company list
What does Exact match mean for family office consultants?
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 consultants did RevenueBase find based in the United States?
The saved snapshot records 16,385 matching company records, 261,508 tracked contacts and 125,577 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 20, 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 consultants by geography
- Family office consultants based in Adelaide, Australia
- Family office consultants based in Brisbane City, Australia
- Family office consultants based in Brisbane, Australia
- Family office consultants based in Melbourne, Australia
- Family office consultants based in North Sydney, Australia
- Family office consultants based in Perth, Australia
- Family office consultants based in Sydney, Australia
- Family office consultants based in Belo Horizonte, Brazil
- Family office consultants based in Porto Alegre, Brazil
- Family office consultants based in Rio De Janeiro, Brazil
- Family office consultants based in Sao Paulo, Brazil
- Family office consultants based in Burlington, Canada
Cite this list
RevenueBase Data Team. Top 25 family office consultants based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-consultants/united-states.
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 consultants based in Adelaide, Australia
- Family office consultants based in Brisbane City, Australia
- Family office consultants based in Brisbane, Australia
- Family office consultants based in Melbourne, Australia
- Family office consultants based in North Sydney, Australia
- Family office consultants based in Perth, Australia
Company intelligence · public preview
Top 25 family office consultants based in the United States
RevenueBase records 16,385 matching company records for family office consultants based in the United States, with 261,508 tracked contacts and 125,577 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 20, 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 consultants based in the 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 | MAI Capital Managementmai.capital HQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Trove Fs, LLCtrove.net HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 290 contacts → |
“Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | National Financial Networknatfin.net HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 247 contacts → |
“National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ashford Advisorsashfordadvisors.net HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 171 contacts → |
“We strive to build meaningful relationships with our clients and within our communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Lions Financiallions.financial HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 142 contacts → |
“We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Empirical Wealth Managementempirical.net HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 117 contacts → |
“Complete financial peace of mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Procyonprocyon.net HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 69 contacts → |
“Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ingalls & Snyderingalls.net HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 68 contacts → |
“Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Heritage Wealth Advisorsheritagewealth.net HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 60 contacts → |
“Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Perfect Circle INCperfectcircle.life HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealth Design Groupwealthdesigngroup.net HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 57 contacts → |
“Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sterling Financial Groupsfg.us HQ: Sparta, NJ, United StatesReported employees: 51-200 | Sparta, NJ, United States | 51-200 | Exact match | 56 contacts → |
“financial firm” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Heritage Financial Services, LLCheritagefinancial.net HQ: Westwood, MA, United StatesReported employees: 11-50 | Westwood, MA, United States | 11-50 | Exact match | 53 contacts → |
“Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Drake & Associates, LLCdrakeandassociates.net HQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 48 contacts → |
“Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Banyanglobal Family Business Advisorsbanyan.global HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | L&m Wealth Managementlmfs.net HQ: Amherst, NY, United StatesReported employees: 11-50 | Amherst, NY, United States | 11-50 | Exact match | 43 contacts → |
“L&M specializes in financial planning and investment advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | G & J Seiberlich & CO LLPgjs.cpa HQ: Napa, CA, United StatesReported employees: 11-50 | Napa, CA, United States | 11-50 | Exact match | 38 contacts → |
“At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Essex Financialessex.financial HQ: Essex, CT, United StatesReported employees: 11-50 | Essex, CT, United States | 11-50 | Exact match | 37 contacts → |
“Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 360 Financial360financial.net HQ: Wayzata, MN, United StatesReported employees: 11-50 | Wayzata, MN, United States | 11-50 | Exact match | 37 contacts → |
“At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Retirement & Wealth Strategiesrwsgroup.org HQ: Farmington Hills, MI, United StatesReported employees: 51-200 | Farmington Hills, MI, United States | 51-200 | Exact match | 34 contacts → |
“Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Everest Financial Groupeverestfg.us HQ: Golden Valley, MN, United StatesReported employees: 11-50 | Golden Valley, MN, United States | 11-50 | Exact match | 33 contacts → |
“Everest Financial Group, LLC is an Independent Wealth Management firm located in the Minneapolis/Saint Paul greater area.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | AKA Advisory, LLCaka.cpa HQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 32 contacts → |
“AKA's role is an advocate for our clients' personal financial goals and business success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | DSJ Companiesdsj.us HQ: Westbury, NY, United StatesReported employees: 11-50 | Westbury, NY, United States | 11-50 | Exact match | 30 contacts → |
“Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Strategic Financial Concepts, INCsfcinc.net HQ: Wichita, KS, United StatesReported employees: 11-50 | Wichita, KS, United States | 11-50 | Exact match | 29 contacts → |
“We are an association of businessmen and businesswomen who share a pride in the accomplishments of our firm, our families, and the communities we serve.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Baker Groupbakergroup.org HQ: Southfield, MI, United StatesReported employees: 11-50 | Southfield, MI, United States | 11-50 | Exact match | 29 contacts → |
“The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 16,385 company matches
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Family office consultants: dataset insights
September 20, 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
16,353 records in the displayed employee bands.
32 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 16,385 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 20, 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 consultants by metro
- Family office consultants in New York540
- Family office consultants in Dallas230
- Family office consultants in Atlanta222
- Family office consultants in Houston218
- Family office consultants in Chicago208
- Family office consultants in Miami179
- Family office consultants in San Diego177
- Family office consultants in Austin158
- Family office consultants in San Francisco150
- Family office consultants in Scottsdale144
- Family office consultants in Los Angeles138
- Family office consultants in Boston137
- Family office consultants in Denver134
- Family office consultants in Charlotte130
- Family office consultants in Tampa111
- Family office consultants in Cincinnati96
- Family office consultants in Newport Beach92
- Family office consultants in Boca Raton87
- Family office consultants in Seattle86
- Family office consultants in Portland85
- Family office consultants in Irvine83
- Family office consultants in St. Louis79
- Family office consultants in Indianapolis78
- Family office consultants in Minneapolis78
- Family office consultants in Phoenix78
- Family office consultants in Overland Park74
- Family office consultants in Raleigh74
- Family office consultants in Bellevue73
- Family office consultants in San Antonio71
- Family office consultants in Columbus67
- Family office consultants in Omaha66
- Family office consultants in Pittsburgh65
- Family office consultants in Birmingham64
- Family office consultants in Columbia64
- Family office consultants in Fort Worth64
- Family office consultants in Grand Rapids63
- Family office consultants in Las Vegas61
- Family office consultants in Sarasota60
- Family office consultants in Richmond58
- Family office consultants in Coral Gables57
- Family office consultants in Washington57
- Family office consultants in Wilmington57
- Family office consultants in Greenville56
- Family office consultants in Orlando56
- Family office consultants in Salt Lake City56
- Family office consultants in Fort Lauderdale55
- Family office consultants in Louisville55
- Family office consultants in Rochester54
- Family office consultants in Pasadena53
- Family office consultants in Madison52
- Family office consultants in Greenwood Village51
- Family office consultants in Cleveland49
- Family office consultants in Colorado Springs49
- Family office consultants in Naples49
- Family office consultants in Nashville49
- Family office consultants in Jacksonville48
- Family office consultants in Plano47
- Family office consultants in Walnut Creek47
- Family office consultants in Memphis46
- Family office consultants in Philadelphia44
- Family office consultants in Springfield43
- Family office consultants in Beverly Hills41
- Family office consultants in Charleston41
- Family office consultants in Lexington41
- Family office consultants in Tulsa41
- Family office consultants in Frisco39
- Family office consultants in Alpharetta38
- Family office consultants in Franklin38
- Family office consultants in Lake Oswego37
- Family office consultants in San Jose37
- Family office consultants in The Woodlands37
- Family office consultants in Troy37
- Family office consultants in Oklahoma City36
- Family office consultants in Baton Rouge35
- Family office consultants in Westlake Village35
- Family office consultants in Boulder34
- Family office consultants in Brentwood34
- Family office consultants in Melville34
- Family office consultants in Santa Barbara34
- Family office consultants in Bloomington33
- Family office consultants in Reno33
- Family office consultants in Roseville33
- Family office consultants in Tucson33
- Family office consultants in Bethesda32
- Family office consultants in Knoxville32
- Family office consultants in Mclean32
- Family office consultants in Lafayette31
- Family office consultants in Plymouth31
- Family office consultants in Englewood30
- Family office consultants in Greensboro30
- Family office consultants in Annapolis29
- Family office consultants in Buffalo29
- Family office consultants in Fort Wayne29
- Family office consultants in Red Bank29
- Family office consultants in West Des Moines29
- Family office consultants in Fort Collins28
- Family office consultants in Kansas City28
- Family office consultants in Reston28
- Family office consultants in Virginia Beach28
- Family office consultants in Wayne28
- Family office consultants in West Chester28
- Family office consultants in Westport28
- Family office consultants in Chattanooga27
- Family office consultants in Princeton27
- Family office consultants in Wichita27
- Family office consultants in Bloomfield Hills26
- Family office consultants in Jackson26
- Family office consultants in Minnetonka26
- Family office consultants in Northbrook26
- Family office consultants in Tempe26
- Family office consultants in Woodbury26
- Family office consultants in Chesterfield25
- Family office consultants in Lancaster25
- Family office consultants in Lincoln25
- Family office consultants in West Palm Beach25
Questions about this company list
What does Exact match mean for family office consultants?
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 consultants did RevenueBase find based in the United States?
The saved snapshot records 16,385 matching company records, 261,508 tracked contacts and 125,577 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 20, 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 consultants by geography
- Family office consultants based in Adelaide, Australia
- Family office consultants based in Brisbane City, Australia
- Family office consultants based in Brisbane, Australia
- Family office consultants based in Melbourne, Australia
- Family office consultants based in North Sydney, Australia
- Family office consultants based in Perth, Australia
- Family office consultants based in Sydney, Australia
- Family office consultants based in Belo Horizonte, Brazil
- Family office consultants based in Porto Alegre, Brazil
- Family office consultants based in Rio De Janeiro, Brazil
- Family office consultants based in Sao Paulo, Brazil
- Family office consultants based in Burlington, Canada
Cite this list
RevenueBase Data Team. Top 25 family office consultants based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-consultants/united-states.
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 consultants based in Adelaide, Australia
- Family office consultants based in Brisbane City, Australia
- Family office consultants based in Brisbane, Australia
- Family office consultants based in Melbourne, Australia
- Family office consultants based in North Sydney, Australia
- Family office consultants based in Perth, Australia