Company lists · Data refreshed September 2026

Top 25 Account management firms based in the United States

Name: Account management 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 21, 2026 2,909 companies tracked

RevenueBase identified 2,909 account management firms headquartered in the United States as of September 2026 and tracks 74,323 professional contacts across them, including 32,943 with verified work emails. New York is the largest hub.

This list covers account management 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 21, 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 21, 2026 86% judged on-target in blind review

2,909Companies

74,323Contacts tracked

32,943Verified emails

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The 25 largest account management firms based in the United States

Ranked by team size

Top 25 of 2,909 account management firms based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to account management 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	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 21, 2026
2	Janney Montgomery Scott LLC	Partial evidence	Philadelphia, United StatesHQ checked Sep 21, 2026	1,001-5,000	2,611 contacts →
	Partial evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 21, 2026
3	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 21, 2026
4	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 21, 2026
5	Rehmann	Strong evidence	Troy, MI, United StatesHQ checked Sep 21, 2026	501-1,000	1,323 contacts →
	Strong evidence “Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services.” Source: RevenueBase Database · checked Sep 21, 2026
6	Focus Partners	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,249 contacts →
	Partial evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 21, 2026
7	Frank, Rimerman Co. LLP	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 21, 2026	501-1,000	893 contacts →
	Indirect evidence “Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Source: RevenueBase Database · checked Sep 21, 2026
8	HBK Cpas & Consultants	Indirect evidence	Canfield, OH, United StatesHQ checked Sep 21, 2026	501-1,000	641 contacts →
	Indirect evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 21, 2026
9	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 21, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 21, 2026
10	NKSFB	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 21, 2026	501-1,000	495 contacts →
	Partial evidence “NKSFB, LLC is the largest Business Management Firm in the World.” Source: RevenueBase Database · checked Sep 21, 2026
11	Sensiba LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 21, 2026	501-1,000	493 contacts →
	Partial evidence “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Source: RevenueBase Database · checked Sep 21, 2026
12	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 21, 2026
13	Aldrich	Indirect evidence	Portland, OR, United StatesHQ checked Sep 21, 2026	201-500	410 contacts →
	Indirect evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 21, 2026
14	Raymond James & Associates, INC	Partial evidence	Saint Petersburg, FL, United StatesHQ checked Sep 21, 2026	10001+	404 contacts →
	Partial evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
15	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 21, 2026
16	Huntington Financial Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 21, 2026	1,001-5,000	357 contacts →
	Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 21, 2026
17	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 21, 2026
18	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 21, 2026
19	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	323 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 21, 2026
20	Boulay	Strong evidence	Eden Prairie, MN, United StatesHQ checked Sep 21, 2026	201-500	308 contacts →
	Strong evidence “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Source: RevenueBase Database · checked Sep 21, 2026
21	James Moore & CO	Indirect evidence	Gainesville, FL, United StatesHQ checked Sep 21, 2026	201-500	300 contacts →
	Indirect evidence “Service is the sole purpose of our existence.” -James “Jim” Moore We’ve lived by these words ever since our firm was founded in 1964.” Source: RevenueBase Database · checked Sep 21, 2026
22	Coastal Wealth	Indirect evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 21, 2026	51-200	263 contacts →
	Indirect evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 21, 2026
23	Gursey Schneider LLP	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 21, 2026	201-500	261 contacts →
	Partial evidence “Gursey \| Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community.” Source: RevenueBase Database · checked Sep 21, 2026
24	Small Business Services	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 21, 2026	n/a	229 contacts →
	Partial evidence “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Source: RevenueBase Database · checked Sep 21, 2026
25	ATA	Partial evidence	Jackson, TN, United StatesHQ checked Sep 21, 2026	201-500	224 contacts →
	Partial evidence “ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business…” Source: RevenueBase Database · checked Sep 21, 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: account management 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 account management firms.
Partial evidence: Its own public description names part of account management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name account management 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 2,909 account management firms based in the United States

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Account management firms based in the United States at a glance

As of Sep 21, 2026

44.3%Verified-email coverage

25.5Average contacts per company

1-10Median size (employees)

2.9%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

1,925

11-50

785

51-200

131

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 2,909 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 account management 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 “account management 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 account management 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 account management 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, 32,943 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 21, 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.

Account management firms by metro

Account management firms in New York85
Account management firms in Los Angeles51
Account management firms in Atlanta37
Account management firms in Houston35
Account management firms in Dallas31
Account management firms in Chicago30
Account management firms in Denver26
Account management firms in San Diego25

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 account management 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 account management firms are there based in the United States?

RevenueBase identified 2,909 account management 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most account management firms?

New York leads with 85 headquartered companies, followed by Los Angeles (51) and Atlanta (37).

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 32,943 verified decision-maker contacts tracked across these 2,909 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 21, 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.