Company lists · Data refreshed September 2026
Top 25 Account management firms based in the United States
RevenueBase identified 2,909 company matches for account management firms associated with 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 company matches for account management 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 21, 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.
The 25 largest account management firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32,808 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 2,611 contacts → | ||||
Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 1,828 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 1,663 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 1,323 contacts → | ||||
Exact match “Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 1,249 contacts → | ||||
Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 893 contacts → | ||||
Exact match “Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 641 contacts → | ||||
Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 520 contacts → | ||||
Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 495 contacts → | ||||
Exact match “NKSFB, LLC is the largest Business Management Firm in the World.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 493 contacts → | ||||
Exact match “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 437 contacts → | ||||
Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 410 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 404 contacts → | ||||
Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 393 contacts → | ||||
Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 357 contacts → | ||||
Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 345 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 330 contacts → | ||||
Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 323 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 308 contacts → | ||||
Exact match “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 300 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 263 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 261 contacts → | ||||
Exact match “Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 229 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 224 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 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 “account management 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 2,909 account management firms based in the United States
See the full list, filter by size, metro and specialty, and access 32,943 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Account management firms based in the United States at a glance
As of Sep 21, 2026Companies by employee count
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
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 “account management 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 32,943 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 21, 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.
Account management 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 “account management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many account management firms are there based in the United States?
RevenueBase identified 2,909 company matches for account management 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?
Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most account management firms?
New York leads with 89 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 32,943 professional contacts with verified work emails tracked across these 2,909 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,909 account management firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Account management firms by geography
- Account management firms based in Melbourne, Australia
- Account management firms based in Sydney, Australia
- Account management firms based in Sao Paulo, Brazil
- Account management firms based in Toronto, Canada
- Account management firms based in Paris, France
- Account management firms based in London, United Kingdom
- Account management firms based in Atlanta, United States
- Account management firms based in Chicago, United States
- Account management firms based in Dallas, United States
- Account management firms based in Denver, United States
- Account management firms based in Houston, United States
- Account management firms based in Los Angeles, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Account management firms based in Melbourne, Australia
- Account management firms based in Sydney, Australia
- Account management firms based in Sao Paulo, Brazil
- Account management firms based in Toronto, Canada
- Account management firms based in Paris, France
- Account management firms based in London, United Kingdom
Company intelligence · public preview
Top 25 account management firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,909 matching company records for account management firms based in the United States, with 74,323 tracked contacts and 32,943 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 account management firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Janney Montgomery Scott LLCjanney.comHQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rockefeller Capital Managementrockco.comHQ: New York, DE, United StatesReported employees: 1,001-5,000 | New York, DE, United States | 1,001-5,000 | Exact match | 1,663 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Rehmannrehmann.comHQ: Troy, MI, United StatesReported employees: 501-1,000 | Troy, MI, United States | 501-1,000 | Exact match | 1,323 contacts → |
“Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Focus Partnersfocuspartners.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 1,249 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Frank, Rimerman Co. LLPfrankrimerman.comHQ: Palo Alto, CA, United StatesReported employees: 501-1,000 | Palo Alto, CA, United States | 501-1,000 | Exact match | 893 contacts → |
“Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  HBK Cpas & Consultantshbkcpa.comHQ: Canfield, OH, United StatesReported employees: 501-1,000 | Canfield, OH, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Benjamin F. Edwardsbenjaminfedwards.comHQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 520 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  NKSFBnksfb.comHQ: Los Angeles, CA, United StatesReported employees: 501-1,000 | Los Angeles, CA, United States | 501-1,000 | Exact match | 495 contacts → |
“NKSFB, LLC is the largest Business Management Firm in the World.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sensiba LLPsensiba.comHQ: San Jose, CA, United StatesReported employees: 501-1,000 | San Jose, CA, United States | 501-1,000 | Exact match | 493 contacts → |
“Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 437 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Aldrichaldrichadvisors.comHQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 410 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Raymond James & Associates, INCraymondjames.comHQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 404 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Westpac Wealth Partnerswestpacwealthpartners.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 393 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Huntington Financial Advisorshuntington.comHQ: Columbus, OH, United StatesReported employees: 1,001-5,000 | Columbus, OH, United States | 1,001-5,000 | Exact match | 357 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 345 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Alex. Brownalexbrown.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 323 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Boulayboulaygroup.comHQ: Eden Prairie, MN, United StatesReported employees: 201-500 | Eden Prairie, MN, United States | 201-500 | Exact match | 308 contacts → |
“We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  James Moore & COjmco.comHQ: Gainesville, FL, United StatesReported employees: 201-500 | Gainesville, FL, United States | 201-500 | Exact match | 300 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Gursey Schneider LLPgursey.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 261 contacts → |
“Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Small Business Servicessmallbizservices.comHQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 229 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  ATAata.netHQ: Jackson, TN, United StatesReported employees: 201-500 | Jackson, TN, United States | 201-500 | Exact match | 224 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,909 company matches
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Account management firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,902 records in the displayed employee bands.
7 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Account management firms by metro
Questions about this company list
What does Exact match mean for account management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many account management firms did RevenueBase find based in the United States?
The saved snapshot records 2,909 matching company records, 74,323 tracked contacts and 32,943 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Account management firms by geography
- Account management firms based in Melbourne, Australia
- Account management firms based in Sydney, Australia
- Account management firms based in Sao Paulo, Brazil
- Account management firms based in Toronto, Canada
- Account management firms based in Paris, France
- Account management firms based in London, United Kingdom
- Account management firms based in Atlanta, United States
- Account management firms based in Chicago, United States
- Account management firms based in Dallas, United States
- Account management firms based in Denver, United States
- Account management firms based in Houston, United States
- Account management firms based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 account management firms based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/account-management-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Account management firms based in Melbourne, Australia
- Account management firms based in Sydney, Australia
- Account management firms based in Sao Paulo, Brazil
- Account management firms based in Toronto, Canada
- Account management firms based in Paris, France
- Account management firms based in London, United Kingdom
Company intelligence · public preview
Top 25 account management firms based in the United States
RevenueBase records 2,909 matching company records for account management firms based in the United States, with 74,323 tracked contacts and 32,943 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 account management firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Janney Montgomery Scott LLCjanney.com HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,611 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rockefeller Capital Managementrockco.com HQ: New York, DE, United StatesReported employees: 1,001-5,000 | New York, DE, United States | 1,001-5,000 | Exact match | 1,663 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rehmannrehmann.com HQ: Troy, MI, United StatesReported employees: 501-1,000 | Troy, MI, United States | 501-1,000 | Exact match | 1,323 contacts → |
“Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Focus Partnersfocuspartners.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 1,249 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Frank, Rimerman Co. LLPfrankrimerman.com HQ: Palo Alto, CA, United StatesReported employees: 501-1,000 | Palo Alto, CA, United States | 501-1,000 | Exact match | 893 contacts → |
“Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HBK Cpas & Consultantshbkcpa.com HQ: Canfield, OH, United StatesReported employees: 501-1,000 | Canfield, OH, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Benjamin F. Edwardsbenjaminfedwards.com HQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 520 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NKSFBnksfb.com HQ: Los Angeles, CA, United StatesReported employees: 501-1,000 | Los Angeles, CA, United States | 501-1,000 | Exact match | 495 contacts → |
“NKSFB, LLC is the largest Business Management Firm in the World.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sensiba LLPsensiba.com HQ: San Jose, CA, United StatesReported employees: 501-1,000 | San Jose, CA, United States | 501-1,000 | Exact match | 493 contacts → |
“Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 437 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Aldrichaldrichadvisors.com HQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 410 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Raymond James & Associates, INCraymondjames.com HQ: St. Petersburg, FL, United StatesReported employees: 10001+ | St. Petersburg, FL, United States | 10001+ | Exact match | 404 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Westpac Wealth Partnerswestpacwealthpartners.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 393 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Huntington Financial Advisorshuntington.com HQ: Columbus, OH, United StatesReported employees: 1,001-5,000 | Columbus, OH, United States | 1,001-5,000 | Exact match | 357 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Prime Capital Financialprimefinancial.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 345 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Alex. Brownalexbrown.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 323 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Boulayboulaygroup.com HQ: Eden Prairie, MN, United StatesReported employees: 201-500 | Eden Prairie, MN, United States | 201-500 | Exact match | 308 contacts → |
“We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | James Moore & COjmco.com HQ: Gainesville, FL, United StatesReported employees: 201-500 | Gainesville, FL, United States | 201-500 | Exact match | 300 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gursey Schneider LLPgursey.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 261 contacts → |
“Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Small Business Servicessmallbizservices.com HQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 229 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ATAata.net HQ: Jackson, TN, United StatesReported employees: 201-500 | Jackson, TN, United States | 201-500 | Exact match | 224 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Account management firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,902 records in the displayed employee bands.
7 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Account management firms by metro
Questions about this company list
What does Exact match mean for account management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many account management firms did RevenueBase find based in the United States?
The saved snapshot records 2,909 matching company records, 74,323 tracked contacts and 32,943 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Account management firms by geography
- Account management firms based in Melbourne, Australia
- Account management firms based in Sydney, Australia
- Account management firms based in Sao Paulo, Brazil
- Account management firms based in Toronto, Canada
- Account management firms based in Paris, France
- Account management firms based in London, United Kingdom
- Account management firms based in Atlanta, United States
- Account management firms based in Chicago, United States
- Account management firms based in Dallas, United States
- Account management firms based in Denver, United States
- Account management firms based in Houston, United States
- Account management firms based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 account management firms based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/account-management-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
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- Lists A-Z
- New lists
- Account management firms based in Melbourne, Australia
- Account management firms based in Sydney, Australia
- Account management firms based in Sao Paulo, Brazil
- Account management firms based in Toronto, Canada
- Account management firms based in Paris, France
- Account management firms based in London, United Kingdom