Company lists · Data refreshed September 2026
Top 25 Family office consulting firms based in Phoenix, United States
RevenueBase identified 56 family office consulting firms headquartered in Phoenix, United States as of September 2026 and tracks 342 professional contacts across them, including 205 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); Phoenix has 56.
This list covers family office consulting firms headquartered in Phoenix, 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 25 largest family office consulting firms based in Phoenix, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31 contacts → | ||||
Indirect evidence “You’ve worked hard your entire life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Partial evidence “Offices in Dallas and Phoenix serving clients nationwide.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 26 contacts → | ||||
Partial evidence “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Strong evidence “Heritage Family Offices, LLP combines Tax, Law, Asset Management, Wealth Management, and Insurance practices to provide a specialized family office experience.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “We are Arizona’s premiere estate, business and charitable planning law firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Strong evidence “Heritage Advisors, LLC combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “TrustBank has over 107 years of expertise in the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “THE RELIANT TEAM - Estate Planning Attorneys - Paralegals - Fiduciary Investment Advisors - Insurance Professionals - Client Concierge Service” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Partial evidence “We are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “Our firm specializes in helping individuals develop sound retirement strategies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Building financial freedom and living your best life is within everyone’s reach.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “Discover the values of your values The financial advisors at Maher Wealth Management believe that the only way to help our clients is to make sure that the values held dear to…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence “Profound Financial, PLLC offers a unique and customized holistic approach to all of our services and takes the time to understand our clients financial needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “When it comes to your finances, there are several different paths you can choose, and it is important to find the one that best fits your unique situation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “Fern Financial was created with the fiduciary mindset that our clients come first.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “COMPREHENSIVE WEALTH PLANNING Advanced Planning for Entrepreneurs & Top-Level Executives What We Do: Tax Planning | Wealth Protection Strategies | Maximizing Charitable Gifts |…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “At Eaton-Cambridge, we work with families and businesses who care deeply about the important things in life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “Fedelta Partners is a sector-agnostic multi-family office and management services firm based in Phoenix, Arizona.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Wiser Advisor is a relationship-driven financial advisory firm serving families, business owner, and nonprofit organizations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Farnam Financial is an independent investment advisory firm with physical offices across Arizona and Florida serving clients nationwide who are in retirement or nearing it.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values.” 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 25 of 56 family office consulting firms based in Phoenix, United States
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Family office consulting firms based in Phoenix, 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 Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 56 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 Phoenix, 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 Phoenix 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, 205 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 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 Greenwood Village41
- 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 Phoenix, United States?
RevenueBase identified 56 family office consulting firms headquartered in Phoenix, 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?
Strategy Financial Group, headquartered in Phoenix, 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). Phoenix has 56.
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 205 verified decision-maker contacts tracked across these 56 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.
Ready to reach these companies? Verified emails and direct dials for all 56 family office consulting firms based in Phoenix, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office consulting firms by geography
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- Family office consulting firms based in Melbourne, Australia
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- Family office consulting firms based in Edmonton, Canada
- Family office consulting firms based in Mississauga, Canada
- Family office consulting firms based in Montreal, 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 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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