Company lists · Data refreshed September 2026
Top 21 Family office consulting firms based in Greenwood Village, United States
RevenueBase identified 41 family office consulting firms headquartered in Greenwood Village, United States as of September 2026 and tracks 440 professional contacts across them, including 139 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); Greenwood Village has 41.
This list covers family office consulting firms headquartered in Greenwood Village, 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 28, 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 21 largest family office consulting firms based in Greenwood Village, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 115 contacts → | ||||
Indirect evidence “AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 96 contacts → | ||||
Indirect evidence “At Wealth Strategies, financial success is about more than growing assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24 contacts → | ||||
Partial evidence “At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Indirect evidence “Nilsine Partners is an independent registered investment adviser, committed to helping successful people like you to simplify the management of their wealth in order to better…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 22 contacts → | ||||
Indirect evidence “ARE YOU LOOKING FOR AN HONEST FIRM THAT SUPPORTS YOUR PRACTICE?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Indirect evidence “Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Indirect evidence “We provide comprehensive financial planning and investment advice.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence “Dodds Wealth is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial evidence “Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “It's time to think differently about your business and your money.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Summit Hill Wealth Management helps business leaders deal with the complexity in their financial lives.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Financial guidance and investment management tailored to you” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “Institutional-Quality Advice for Individuals, Families, and Businesses As a former provider of wealth strategies and investment advice to Institutional-level clients, I observed…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “West End Wealth Management was built on the principle that high net worth individuals and their families deserve a relationship driven experience with customized options.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “The Madison Group is one of the largest independent financial firms in the United States dedicated to comprehensive wealth preservation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “The financial world can be a confusing, stressful place, but at Luna Wealth Management, Russ believes that true peace of mind comes from having trust in your plan.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “We are a fee-only, fiduciary advisor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Our purpose at Front Range Wealth Management is to deliver professional financial guidance and personalized service with the goal to help you build and preserve your wealth…” Source: RevenueBase Database · checked Sep 28, 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 consulting firms. 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 consulting firms.
- Partial evidence
- Its own public description names part of family office consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office consulting firms. 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 21 of 41 family office consulting firms based in Greenwood Village, United States
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Family office consulting firms based in Greenwood Village, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 41 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 consulting firms, 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 Greenwood Village, United States whose own description of what they do matches “family office consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Greenwood Village 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, 139 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 28, 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 consulting firms by metro in the United States
- Family office consulting firms in New York531
- Family office consulting firms in Dallas213
- Family office consulting firms in Atlanta194
- Family office consulting firms in Chicago187
- Family office consulting firms in Houston187
- Family office consulting firms in Miami174
- Family office consulting firms in San Diego136
- Family office consulting firms in Austin134
- Family office consulting firms in Boston131
- Family office consulting firms in San Francisco125
- Family office consulting firms in Los Angeles122
- Family office consulting firms in Denver118
- Family office consulting firms in Scottsdale118
- Family office consulting firms in Charlotte111
- Family office consulting firms in Tampa85
- Family office consulting firms in Newport Beach81
- Family office consulting firms in Cincinnati78
- Family office consulting firms in Seattle76
- Family office consulting firms in Portland71
- Family office consulting firms in Boca Raton69
- Family office consulting firms in Irvine69
- Family office consulting firms in Indianapolis65
- Family office consulting firms in Minneapolis65
- Family office consulting firms in Raleigh63
- Family office consulting firms in San Antonio59
- Family office consulting firms in Bellevue58
- Family office consulting firms in Fort Worth58
- Family office consulting firms in Overland Park58
- Family office consulting firms in Pittsburgh57
- Family office consulting firms in Birmingham56
- Family office consulting firms in Phoenix56
- Family office consulting firms in Columbia55
- Family office consulting firms in Columbus54
- Family office consulting firms in Omaha54
- Family office consulting firms in Sarasota52
- Family office consulting firms in Las Vegas50
- Family office consulting firms in Louisville49
- Family office consulting firms in Rochester49
- Family office consulting firms in Washington49
- Family office consulting firms in Coral Gables48
- Family office consulting firms in Orlando48
- Family office consulting firms in Richmond48
- Family office consulting firms in Wilmington48
- Family office consulting firms in Salt Lake City46
- Family office consulting firms in Fort Lauderdale45
- Family office consulting firms in Grand Rapids44
- Family office consulting firms in Jacksonville44
- Family office consulting firms in Pasadena44
- Family office consulting firms in Greenville43
- Family office consulting firms in Madison43
- Family office consulting firms in Memphis43
- Family office consulting firms in Nashville43
- Family office consulting firms in Cleveland42
- Family office consulting firms in Walnut Creek41
- Family office consulting firms in Naples40
- Family office consulting firms in Colorado Springs39
- Family office consulting firms in Beverly Hills36
- Family office consulting firms in Charleston36
- Family office consulting firms in Philadelphia36
- Family office consulting firms in Springfield36
- Family office consulting firms in Tulsa36
- Family office consulting firms in Frisco35
- Family office consulting firms in Plano34
- Family office consulting firms in Lexington33
- Family office consulting firms in Lake Oswego32
- Family office consulting firms in The Woodlands32
- Family office consulting firms in Mclean31
- Family office consulting firms in Melville31
- Family office consulting firms in Oklahoma City31
- Family office consulting firms in Santa Barbara31
- Family office consulting firms in Troy31
- Family office consulting firms in Alpharetta30
- Family office consulting firms in Baton Rouge30
- Family office consulting firms in Bethesda30
- Family office consulting firms in Brentwood29
- Family office consulting firms in Westlake Village29
- Family office consulting firms in Tucson28
- Family office consulting firms in Westport28
- Family office consulting firms in Greensboro27
- Family office consulting firms in San Jose27
- Family office consulting firms in Red Bank26
- Family office consulting firms in St. Louis26
- Family office consulting firms in Bloomington25
- Family office consulting firms in Buffalo25
- Family office consulting firms in Lafayette25
- Family office consulting firms in Princeton25
- Family office consulting firms in Roseville25
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 consulting firms, 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 consulting firms are there based in Greenwood Village, United States?
RevenueBase identified 41 family office consulting firms headquartered in Greenwood Village, 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?
AMG National Trust, headquartered in Greenwood Village, tops this list with the largest team on record.
Which city in the United States has the most family office consulting firms?
New York leads the United States with 531 headquartered companies, followed by Dallas (213) and Atlanta (194). Greenwood Village has 41.
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 139 verified decision-maker contacts tracked across these 41 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 28, 2026.
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Family office consulting firms by geography
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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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