Company lists · Data refreshed September 2026

Top 18 Family office law firms based in Raleigh, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 36 companies tracked

RevenueBase identified 36 company matches for family office law firms associated with Raleigh, United States as of September 2026 and tracks 219 professional contacts across them, including 84 with verified work emails. Across the United States, New York is the largest hub for this category (446 companies); Raleigh has 36.

This list covers company matches for family office law firms associated with Raleigh, 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

36Companies

219Contacts tracked

84Verified emails

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The 18 largest family office law firms based in Raleigh, United States

Ranked by team size

Top 18 of 36 company matches for family office law firms based in Raleigh, 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	Lifetime Asset & TAX Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “FINANCIAL SOLUTIONS FOR LIFE-SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Monroe, Wallace, Morden & Sherrill, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “Our firm assists clients and their families with the business of life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Hemphill Gelder, P.C	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Our Law Firm serves the estate planning and real estate needs of clients in North Carolina.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Wilson Ratledge, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Since 2001, the attorneys and staff of Wilson Ratledge, PLLC have been committed to the diverse group of individuals, entities, and businesses they represent, and have helped…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Pierce LAW Group, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Pierce Law Group is a client-centric law firm dedicated to guiding families and individuals through the complexities of estate administration and planning across North Carolina.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	The Walls LAW Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Our passion is giving clients peace of mind by implementing unique and comprehensive estate and business planning strategies designed to protect and preserve both their personal…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	RHA Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “RHA Wealth is an independent wealth advisory firm in Raleigh, NC, helping high-earning professionals, business owners, and families make confident decisions about what's next.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Jones Branz & Whitaker LLP	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Mcgeever Family Office	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “McGeever is a family office positioned to establish, administer, and govern our unique financial and philanthropic values and goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Armor Investment Advisors, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Armor Investment Advisors is a private, fiduciary wealth management and asset preservation firm located in Raleigh, NC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Timeless Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “The Timeless Approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Cook Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Chambers & Ennis	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “The mission of Chambers & Ennis is to satisfy our clients by providing the highest quality estate planning services possible.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	The Dileone LAW Group, PC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “The DiLeone Law Group, P.C, an award-winning, Raleigh-based law firm, provides legal services concentrating in business, corporate, and estate planning and estate administration…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Snider Law, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “A holistic approach to estate planning that includes more than documents.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Vitale Family LAW	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Vitale Family Law limits its practice exclusively to family law matters and provides experienced, personal service in the following areas: Family Law Premarital/Postnuptial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Brady Cobin LAW Group, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “The law firm of Brady Cobin Law Group, PLLC, is made up of highly experienced North Carolina estate lawyers: Dan Brady and Andrew Cobin.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Betham Law, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “At Betham Law, PLLC we provide passionate and well-researched support to you through life’s major transitions.” 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 18 of 36 family office law firms based in Raleigh, United States

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Family office law firms based in Raleigh, United States at a glance

As of Sep 28, 2026

38.4%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 36 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 Raleigh, 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 84 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 in the United States

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 Raleigh, United States?

RevenueBase identified 36 company matches for family office law firms associated with Raleigh, 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?

Lifetime Asset & TAX Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most family office law firms?

New York leads the United States with 446 company records, followed by Houston (172) and Chicago (169). Raleigh has 36.

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 84 professional contacts with verified work emails tracked across these 36 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.