Insights

Boutique scale Small firm with 2-10 employees presents a personalized, high-touch wealth management offering that can be scaled through strategic partnerships or white-label services with larger firms looking to expand boutique capabilities.

Niche recognition Recognized as Best Consulting Firm for Family Offices signals credibility with high net-worth families; leverage this accolade to approach family offices and ultra-wealth clients seeking trusted advisory networks.

Holistic services Integrated financial, legal, and tax planning expertise creates cross-sell opportunities for related services such as estate planning, tax optimization, and fiduciary guidance within client portfolios.

Tech engagement Active web tech footprint with tracking and optimization tools suggests openness to data-driven marketing, client onboarding automation, and enhanced digital advisory experiences for efficiency and client insight.

Financial scale visibility Revenue in the low to mid millions with peers at larger firms indicates potential for scalable offerings, joint ventures, or referral partnerships with bigger banks or independent firms seeking to complement their services.

Family Wealth Advisors and ICA Tech Stack

Family Wealth Advisors and ICA uses 8 technology products and services including Facebook Pixel, jQuery, Video.js, and more. Explore Family Wealth Advisors and ICA's tech stack below.

Facebook Pixel

Analytics

jQuery

Javascript Libraries

Video.js

Javascript Libraries

jQuery Mobile

Mobile Frameworks

Priority Hints

Performance

Google Tag Manager

Tag Management

a3 Lazy Load

Web Platform Extensions

Facebook

Widgets

Family Wealth Advisors and ICA Email Formats	Example	Percentage
First@familywealthadvisors.com	John@familywealthadvisors.com	100%

Family Wealth Advisors and ICA Email Formats

Example

Percentage

First@familywealthadvisors.com

John@familywealthadvisors.com

100%

Frequently Asked Questions

What is Family Wealth Advisors and ICA's phone number?

You can contact Family Wealth Advisors and ICA's main corporate office by phone at

+1-866-590-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Family Wealth Advisors and ICA's official website and social media links?

Family Wealth Advisors and ICA's official website is familywealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Family Wealth Advisors and ICA generate?

As of July 2026, Family Wealth Advisors and ICA's annual revenue is estimated to be $1M - $10M.

What is Family Wealth Advisors and ICA's NAICS code?

Family Wealth Advisors and ICA's NAICS code is 52 - Finance and Insurance.

How many employees does Family Wealth Advisors and ICA have currently?

As of July 2026, Family Wealth Advisors and ICA has approximately 4 employees across 1 continents, including North America. Key team members include New Client Services Director: D. B.Client Coordinator Director: K. P.Front Office Coordinator: D. P.. Explore Family Wealth Advisors and ICA's employee directory with LeadIQ.

What industry does Family Wealth Advisors and ICA belong to?

Family Wealth Advisors and ICA operates in the Financial Services industry.

What technology does Family Wealth Advisors and ICA use?

Family Wealth Advisors and ICA's tech stack includes Facebook PixeljQueryVideo.jsjQuery MobilePriority HintsGoogle Tag Managera3 Lazy LoadFacebook.

What is Family Wealth Advisors and ICA's email format?

Family Wealth Advisors and ICA's email format typically follows the pattern of First@familywealthadvisors.com. Find more Family Wealth Advisors and ICA email formats with LeadIQ.

Family Wealth Advisors and ICA

Q: What technology does Family Wealth Advisors and ICA use?

Family Wealth Advisors and ICA's tech stack includes Font Awesome, Google Call Conversion Tracking, RSS, Cloudflare Bot Management, WordPress Block Editor.

Q: What is Family Wealth Advisors and ICA's NAICS code?

Family Wealth Advisors and ICA's NAICS code is 52 (Finance and Insurance).

Financial ServicesUnited States2-10 Employees

Family Wealth Advisors and ICA operates in the financial services sector, offering holistic wealth management services to successful individuals and families through a team with backgrounds in financial, legal, and tax planning. The aim is to provide trusted advisory support by integrating multiple disciplines to address complex personal and family finance needs. Based in the United States, the firm positions itself as a professional resource for comprehensive wealth planning and coordination.

 The target market appears to be high-net-worth individuals and families seeking coordinated, multi-disciplinary guidance. The company’s approach emphasizes an advisory role that combines financial planning with legal and tax considerations, aiming to serve as trusted partners rather than simply providers of financial products. A notable development is the recognition of the firm in 2018 as a Best Consulting Firm for Family Offices, reflecting external validation within the family office and private wealth landscape.

Insights

Similar companies to Family Wealth Advisors and ICA

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Edelman Financial Engines

Vanguard

Goldman Sachs Personal Financial Management

Morgan Stanley Wealth Management

UBS