Company lists · Data refreshed September 2026
Top 25 Family office consultants based in the United States
RevenueBase identified 16,385 family office consultants headquartered in 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 family office consultants headquartered in the 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 19, 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 consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 520 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 290 contacts → | ||||
Strong evidence “Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 247 contacts → | ||||
Indirect evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 171 contacts → | ||||
Indirect evidence “We strive to build meaningful relationships with our clients and within our communities.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 142 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 117 contacts → | ||||
Indirect evidence “Complete financial peace of mind.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 69 contacts → | ||||
Indirect evidence “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 68 contacts → | ||||
Partial evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 60 contacts → | ||||
Strong evidence “Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 59 contacts → | ||||
Indirect evidence “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 57 contacts → | ||||
Partial evidence “Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 56 contacts → | ||||
Indirect evidence “financial firm” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 53 contacts → | ||||
Indirect evidence “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 48 contacts → | ||||
Indirect evidence “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 43 contacts → | ||||
Partial evidence “At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 43 contacts → | ||||
Indirect evidence “L&M specializes in financial planning and investment advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 38 contacts → | ||||
Indirect evidence “At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 37 contacts → | ||||
Indirect evidence “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 37 contacts → | ||||
Indirect evidence “At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 34 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 33 contacts → | ||||
Indirect evidence “Everest Financial Group, LLC is an Independent Wealth Management firm located in the Minneapolis/Saint Paul greater area.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 32 contacts → | ||||
Indirect evidence “AKA's role is an advocate for our clients' personal financial goals and business success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 30 contacts → | ||||
Partial evidence “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 29 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 29 contacts → | ||||
Indirect evidence “The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning.” Source: RevenueBase Database · checked Sep 19, 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 consultants. 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 consultants.
- Partial evidence
- Its own public description names part of family office consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office consultants. 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 16,385 family office consultants based in the United States
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Family office consultants based in the United States at a glance
As of Sep 19, 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
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 consultants, 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 the United States whose own description of what they do matches “family office consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside United States 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, 125,577 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 19, 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 consultants by metro
- Family office consultants in New York517
- 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 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 St Louis38
- 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 St. Louis29
- 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 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 consultants, 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 consultants are there based in the United States?
RevenueBase identified 16,385 family office consultants headquartered in the 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?
MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.
Which city has the most family office consultants?
New York leads with 517 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 125,577 verified decision-maker contacts tracked across these 16,385 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 19, 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
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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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