Company lists · Data refreshed September 2026

Top 25 Family office law firms based in the United States

Name: Family office law firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 10,390 companies tracked

RevenueBase identified 10,390 family office law firms headquartered in the United States as of September 2026 and tracks 102,866 professional contacts across them, including 52,113 with verified work emails. New York is the largest hub.

This list covers family office law firms 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

10,390Companies

102,866Contacts tracked

52,113Verified emails

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The 25 largest family office law firms based in the United States

Ranked by team size

Top 25 of 10,390 family office law firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office law firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 28, 2026	501-1,000	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 28, 2026
2	Trove Fs, LLC	Strong evidence	Stamford, CT, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
3	Sichenzia Ross Ference Carmel LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	95 contacts →
	Indirect evidence “Founded in 1998, Sichenzia Ross Ference Carmel LLP ("SRFC") has a long-standing reputation in the securities industry.” Source: RevenueBase Database · checked Sep 28, 2026
4	Navolio & Tallman LLP	Indirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 28, 2026	51-200	61 contacts →
	Indirect evidence “Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.” Source: RevenueBase Database · checked Sep 28, 2026
5	Golan Christie Taglia LLP	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	61 contacts →
	Partial evidence “Golan Christie Taglia LLP is a law firm dedicated to delivering successful results while providing our clients the highest levels of quality and personal service.” Source: RevenueBase Database · checked Sep 28, 2026
6	Heritage Wealth Advisors	Strong evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
7	Heritage Financial Services, LLC	Indirect evidence	Westwood, MA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
8	Essex Financial	Indirect evidence	Essex, CT, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Source: RevenueBase Database · checked Sep 28, 2026
9	DSJ Companies	Partial evidence	Westbury, NY, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
10	Riverbend Management, INC	Indirect evidence	Idaho Falls, ID, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
11	International Investing Group	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “IIG is a private single-family office dedicated to managing the proprietary capital of its founding members through advanced technology.” Source: RevenueBase Database · checked Sep 28, 2026
12	Hook LAW	Strong evidence	Virginia Beach, VA, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Strong evidence “The experts at Hook Law have been helping people, families and higher-income individuals Plan for the Good Life for over 40 years.” Source: RevenueBase Database · checked Sep 28, 2026
13	CGP Group	Indirect evidence	Wichita, KS, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “For over 20 years, CGP Group has proudly served Wichita and Kansas.” Source: RevenueBase Database · checked Sep 28, 2026
14	The Hughes LAW Firm, P.C	Strong evidence	Centennial, CO, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Strong evidence “The Hughes Law Firm has been serving Colorado families for over 50 years, all under the leadership of Richard Hughes.” Source: RevenueBase Database · checked Sep 28, 2026
15	Mcmill Cpas & Advisors	Indirect evidence	Norfolk, NE, United StatesHQ checked Sep 28, 2026	51-200	23 contacts →
	Indirect evidence “McMill CPAs & Advisors provides clients the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof with a…” Source: RevenueBase Database · checked Sep 28, 2026
16	Handler Law, LLP	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “The Handler firm has been widely recognized as one of the premier private client law firms in the world.” Source: RevenueBase Database · checked Sep 28, 2026
17	Mccabe Heidrich & Wong, P.C	Indirect evidence	Parsippany, NJ, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
18	JBS Corp	Indirect evidence	Methuen, MA, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “JBS is an accounting and tax firm with 20 years of successful business practice that focuses on achieving superior quality and empowering our clients’ financial lives in the…” Source: RevenueBase Database · checked Sep 28, 2026
19	Centric Wealth	Indirect evidence	Cypress, TX, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “As a fully independent wealth management firm, our mission is to help simplify your financial life through comprehensive strategies that help create, grow and protect your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
20	Rothbard & Company LLC	Indirect evidence	Plantation, FL, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “We are the place to go for assistance with international tax consulting and compliance.” Source: RevenueBase Database · checked Sep 28, 2026
21	Otteson Shapiro	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Established with a vision to provide unparalleled banking, insurance, litigation and finance services, Otteson Shapiro is a nationally recognized boutique law firm known for a…” Source: RevenueBase Database · checked Sep 28, 2026
22	Bespoke Group	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Source: RevenueBase Database · checked Sep 28, 2026
23	Fhwv, LLP	Indirect evidence	Los Alamitos, CA, United StatesHQ checked Sep 28, 2026	51-200	18 contacts →
	Indirect evidence “For over 60 years, FHWV, LLP has earned a reputation as one of Orange County's leading boutique accounting firms, offering a broad range of high quality, personalized tax…” Source: RevenueBase Database · checked Sep 28, 2026
24	Global LAW Group	Partial evidence	Pasadena, CA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Global Law Group (“GLG”) is located in Pasadena, Los Angeles County, California.” Source: RevenueBase Database · checked Sep 28, 2026
25	Provenlaw, Pllc	Indirect evidence	St. George, UT, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “ProvenLaw is a legal group providing trust, estate, and tax planning and litigation, probate and trust administration, and business succession planning in the state of Utah.” Source: RevenueBase Database · checked Sep 28, 2026

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 law 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 law firms.
Partial evidence: Its own public description names part of family office law 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 law 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 10,390 family office law firms based in the United States

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Family office law firms based in the United States at a glance

As of Sep 28, 2026

50.7%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

4.2%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

7,603

11-50

2,321

51-200

335

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 10,390 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 law 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 the United States whose own description of what they do matches “family office law 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 law 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 law firms, 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, 52,113 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 law firms by metro

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 law 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 law firms are there based in the United States?

RevenueBase identified 10,390 family office law firms 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 law firms?

New York leads with 433 headquartered companies, followed by Houston (172) and Chicago (169).

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 52,113 verified decision-maker contacts tracked across these 10,390 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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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.