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 company matches for family office law firms associated with 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 company matches for family office law firms 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 28, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

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 company matches for family office law firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 28, 2026	501-1,000	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 28, 2026 · View company records in RevenueBase
2	Trove Fs, LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 28, 2026	51-200	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 28, 2026 · View company records in RevenueBase
3	Sichenzia Ross Ference Carmel LLP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	95 contacts →
	Exact match “Founded in 1998, Sichenzia Ross Ference Carmel LLP ("SRFC") has a long-standing reputation in the securities industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Navolio & Tallman LLP	Exact match	Walnut Creek, CA, United StatesHQ recorded Sep 28, 2026	51-200	61 contacts →
	Exact match “Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Golan Christie Taglia LLP	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	61 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Heritage Wealth Advisors	Exact match	Richmond, VA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
7	Heritage Financial Services, LLC	Exact match	Westwood, MA, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
8	Essex Financial	Exact match	Essex, CT, United StatesHQ recorded Sep 28, 2026	11-50	37 contacts →
	Exact match “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	DSJ Companies	Exact match	Westbury, NY, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
10	Riverbend Management, INC	Exact match	Idaho Falls, ID, United StatesHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	International Investing Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “IIG is a private single-family office dedicated to managing the proprietary capital of its founding members through advanced technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Hook LAW	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “The experts at Hook Law have been helping people, families and higher-income individuals Plan for the Good Life for over 40 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	CGP Group	Exact match	Wichita, KS, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “For over 20 years, CGP Group has proudly served Wichita and Kansas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	The Hughes LAW Firm, P.C	Exact match	Centennial, CO, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “The Hughes Law Firm has been serving Colorado families for over 50 years, all under the leadership of Richard Hughes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Mcmill Cpas & Advisors	Exact match	Norfolk, NE, United StatesHQ recorded Sep 28, 2026	51-200	23 contacts →
	Exact match “McMill CPAs & Advisors provides clients the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof with a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Handler Law, LLP	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “The Handler firm has been widely recognized as one of the premier private client law firms in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Mccabe Heidrich & Wong, P.C	Exact match	Parsippany, NJ, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	JBS Corp	Exact match	Methuen, MA, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Centric Wealth	Exact match	Cypress, TX, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Rothbard & Company LLC	Exact match	Plantation, FL, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “We are the place to go for assistance with international tax consulting and compliance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Otteson Shapiro	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Bespoke Group	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Fhwv, LLP	Exact match	Los Alamitos, CA, United StatesHQ recorded Sep 28, 2026	51-200	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Global LAW Group	Exact match	Pasadena, CA, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Global Law Group (“GLG”) is located in Pasadena, Los Angeles County, California.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Provenlaw, Pllc	Exact match	St. George, UT, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 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 law firms”. 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 10,390 family office law firms based in the United States

See the full list, filter by size, metro and specialty, and access 52,113 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

4.3%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

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 law firms” 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 52,113 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 28, 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 law firms by metro

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 law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office law firms are there based in the United States?

RevenueBase identified 10,390 company matches for family office law firms 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 law firms?

New York leads with 446 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 52,113 professional contacts with verified work emails tracked across these 10,390 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 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 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.