Company lists · Data refreshed September 2026
Top 25 Account management firms based in New York, United States
RevenueBase identified 85 company matches for account management firms associated with New York, United States as of September 2026 and tracks 35,064 professional contacts across them, including 13,661 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for account management firms associated with New York, 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 New York, 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 | 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 | |||||
| 3 | 330 contacts → | ||||
Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 106 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 98 contacts → | ||||
Exact match “PS Business Management, LLC is a premier full service business management firm with offices in New York, New Orleans, Los Angeles, and Nashville.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 93 contacts → | ||||
Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 90 contacts → | ||||
Exact match “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 60 contacts → | ||||
Exact match “At Shanholt Glassman Klein Kramer & Co, we often use the term "working partner" to describe our long-standing client relationships.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 40 contacts → | ||||
Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 38 contacts → | ||||
Exact match “Hertz Herson believes in the value of building long-term, trusted relationships.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 36 contacts → | ||||
Exact match “ML Management Partners, LLC (MLM) is a New York-based business management firm, with a satellite office in Los Angeles, CA.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 23 contacts → | ||||
Exact match “Schulman Lobel LLP is a unique accounting and consulting firm offering financial and management strategies to individuals and businesses throughout the United States and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 17 contacts → | ||||
Exact match “Relationships guide our philosophy.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “We enjoy the challenge of helping our clients run their businesses successfully.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “Spritzer Kaufman and Company was founded in 1993 by Gilbert Spritzer, Marc Spritzer and Sandra Kaufman.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “Rosenberg Chesnov, provides a collaborative and proactive approach to accounting, income tax, business, financial and advisory services for small to mid-size companies and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “At AJOY, we believe accounting, tax preparation, payroll and financial management don’t have to be a hassle.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “We provide accounting, tax and financial management services to the privately held company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Adelman Katz & Mond LLP is a business and financial management company and accounting firm.” 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 85 account management firms based in New York, United States
See the full list, filter by size, metro and specialty, and access 13,661 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Account management firms based in New York, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 85 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 New York, 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 13,661 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 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 “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 New York, United States?
RevenueBase identified 85 company matches for account management firms associated with New York, 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 in the United States has the most account management firms?
New York leads the United States with 85 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 13,661 professional contacts with verified work emails tracked across these 85 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 85 account management firms based in New York, 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 New York, 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 85 matching company records for account management firms based in New York, United States, with 35,064 tracked contacts and 13,661 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 New York, 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 | 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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  Kingswood U.Skingswoodus.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 106 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  PS Business Management LLCpsbmgmt.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 98 contacts → |
“PS Business Management, LLC is a premier full service business management firm with offices in New York, New Orleans, Los Angeles, and Nashville.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Spartan Capital Securities, LLCspartancapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Perelson Weiner LLPpwcpa.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 90 contacts → |
“Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Shanholt Glassman Klein Kramer & Co. CPAshanholt.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 60 contacts → |
“At Shanholt Glassman Klein Kramer & Co, we often use the term "working partner" to describe our long-standing client relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Capital Management Groupcmgnewyork.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hertz Herson CPA LLPhertzherson.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 38 contacts → |
“Hertz Herson believes in the value of building long-term, trusted relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ML Management Partners, LLCmlmgmt.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“ML Management Partners, LLC (MLM) is a New York-based business management firm, with a satellite office in Los Angeles, CA.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Schulman Lobel LLPschulmanlobel.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 23 contacts → |
“Schulman Lobel LLP is a unique accounting and consulting firm offering financial and management strategies to individuals and businesses throughout the United States and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Arcledgearcledge.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 17 contacts → |
“Relationships guide our philosophy.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Castle Hill Capital Partners, INCcastlehillcap.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Circle Advisers, INCcadvinc.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Kilter Groupkiltergroup.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Seasons Of Advice Wealth Managementsoawealth.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Gildea & Ivanis, LLPgi-cpas.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 12 contacts → |
“We enjoy the challenge of helping our clients run their businesses successfully.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cordoba Advisory Partners LLCcordobapartners.coHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Spritzer, Kaufman LLPspritzerkaufman.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 11 contacts → |
“Spritzer Kaufman and Company was founded in 1993 by Gilbert Spritzer, Marc Spritzer and Sandra Kaufman.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rosenberg Chesnov Advisors Llc, A Stable Rock Companystablerock.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“Rosenberg Chesnov, provides a collaborative and proactive approach to accounting, income tax, business, financial and advisory services for small to mid-size companies and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  AJOYajoymanagement.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“At AJOY, we believe accounting, tax preparation, payroll and financial management don’t have to be a hassle.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Bauman Krasnoff LLP CPA Sbkcpa.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“We provide accounting, tax and financial management services to the privately held company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Adelman Katz & Mond LLPakmcpa.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Adelman Katz & Mond LLP is a business and financial management company and accounting firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 85 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
83 records in the displayed employee bands.
2 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 85 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 in the United States
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 New York, United States?
The saved snapshot records 85 matching company records, 35,064 tracked contacts and 13,661 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 New York, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/account-management-firms/united-states/new-york.
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 New York, United States
RevenueBase records 85 matching company records for account management firms based in New York, United States, with 35,064 tracked contacts and 13,661 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 New York, 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 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | Kingswood U.Skingswoodus.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 106 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | PS Business Management LLCpsbmgmt.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 98 contacts → |
“PS Business Management, LLC is a premier full service business management firm with offices in New York, New Orleans, Los Angeles, and Nashville.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Spartan Capital Securities, LLCspartancapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Perelson Weiner LLPpwcpa.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 90 contacts → |
“Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Shanholt Glassman Klein Kramer & Co. CPAshanholt.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 60 contacts → |
“At Shanholt Glassman Klein Kramer & Co, we often use the term "working partner" to describe our long-standing client relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Capital Management Groupcmgnewyork.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hertz Herson CPA LLPhertzherson.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 38 contacts → |
“Hertz Herson believes in the value of building long-term, trusted relationships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ML Management Partners, LLCmlmgmt.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“ML Management Partners, LLC (MLM) is a New York-based business management firm, with a satellite office in Los Angeles, CA.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Schulman Lobel LLPschulmanlobel.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 23 contacts → |
“Schulman Lobel LLP is a unique accounting and consulting firm offering financial and management strategies to individuals and businesses throughout the United States and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Arcledgearcledge.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 17 contacts → |
“Relationships guide our philosophy.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Castle Hill Capital Partners, INCcastlehillcap.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Circle Advisers, INCcadvinc.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Kilter Groupkiltergroup.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Seasons Of Advice Wealth Managementsoawealth.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Gildea & Ivanis, LLPgi-cpas.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 12 contacts → |
“We enjoy the challenge of helping our clients run their businesses successfully.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cordoba Advisory Partners LLCcordobapartners.co HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Spritzer, Kaufman LLPspritzerkaufman.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 11 contacts → |
“Spritzer Kaufman and Company was founded in 1993 by Gilbert Spritzer, Marc Spritzer and Sandra Kaufman.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rosenberg Chesnov Advisors Llc, A Stable Rock Companystablerock.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“Rosenberg Chesnov, provides a collaborative and proactive approach to accounting, income tax, business, financial and advisory services for small to mid-size companies and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | AJOYajoymanagement.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“At AJOY, we believe accounting, tax preparation, payroll and financial management don’t have to be a hassle.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Bauman Krasnoff LLP CPA Sbkcpa.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“We provide accounting, tax and financial management services to the privately held company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Adelman Katz & Mond LLPakmcpa.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Adelman Katz & Mond LLP is a business and financial management company and accounting firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 85 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
83 records in the displayed employee bands.
2 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 85 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 in the United States
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 New York, United States?
The saved snapshot records 85 matching company records, 35,064 tracked contacts and 13,661 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
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- 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 New York, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/account-management-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- 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