Company lists · Data refreshed September 2026

Top 25 Accounting firm financial planning consultants based in the United States

Name: Accounting firm financial planning consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 30,110 companies tracked

RevenueBase identified 30,110 company matches for accounting firm financial planning consultants associated with the United States as of September 2026 and tracks 484,206 professional contacts across them, including 199,681 with verified work emails and 196,315 with mobile numbers. New York is the largest hub.

This list covers company matches for accounting firm financial planning consultants 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 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

30,110Companies

484,206Contacts tracked

199,681Verified emails

196,315Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest accounting firm financial planning consultants based in the United States

Ranked by team size

Top 25 of 30,110 company matches for accounting firm financial planning consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Bennett Thrasher	Exact match	Atlanta, GA, United StatesHQ recorded Sep 27, 2026	201-500	558 contacts →
	Exact match “Bennett Thrasher provides proven guidance for financial confidence through premier tax, audit, advisory, and outsourcing solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Scrubbed	Exact match	Burlingame, CA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	490 contacts →
	Exact match “Scrubbed delivers partner-led accounting, tax, advisory, and audit services to middle-market companies that want a financial partner they can trust.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	LUTZ	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	201-500	435 contacts →
	Exact match “Founded in 1980 as a tech-forward accounting practice, Lutz has grown into Nebraska’s largest locally owned business solutions firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	BRC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 27, 2026	201-500	296 contacts →
	Exact match “BRC has been serving clients and their businesses throughout the Southeast for more than 75 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	ATA	Exact match	Jackson, TN, United StatesHQ recorded Sep 27, 2026	201-500	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 27, 2026 · View company records in RevenueBase
7	Lga, LLP	Exact match	Woburn, MA, United StatesHQ recorded Sep 27, 2026	51-200	207 contacts →
	Exact match “LGA, LLP is an independent, full-service CPA and Business Advisory firm with over 45 years of experience in delivering financial focus to businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Tickmarks, INC	Exact match	Reston, VA, United StatesHQ recorded Sep 27, 2026	201-500	207 contacts →
	Exact match “Tickmarks Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	MBE Cpas	Exact match	Baraboo, WI, United StatesHQ recorded Sep 27, 2026	51-200	201 contacts →
	Exact match “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Hawkins ASH Cpas	Exact match	La Crosse, WI, United StatesHQ recorded Sep 27, 2026	51-200	193 contacts →
	Exact match “Hawkins Ash CPAs, an Inside Public Accounting Top 200 firm, provides certified public accounting services to privately held businesses, governmental organizations, nonprofit…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Hutchinson And Bloodgood LLP	Exact match	Glendale, CA, United StatesHQ recorded Sep 27, 2026	51-200	187 contacts →
	Exact match “Hutchinson and Bloodgood LLP is a leading firm of Certified Public Accountants and Consultants providing Tax Planning, Auditing, Technology Consulting, Human Resources and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Symphona	Exact match	Savannah, GA, United StatesHQ recorded Sep 27, 2026	51-200	173 contacts →
	Exact match “When every component of your business is working together in concert, those connections can create powerful and positive change.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	BMF	Exact match	Akron, OH, United StatesHQ recorded Sep 27, 2026	51-200	163 contacts →
	Exact match “Since 1959, Bober Markey Fedorovich has provided clients with quality service and leadership through the dedication and commitment of our most experienced professionals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	THF Thomas Howell Ferguson	Exact match	Tallahassee, FL, United StatesHQ recorded Sep 27, 2026	51-200	163 contacts →
	Exact match “Thomas Howell Ferguson P.A.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Duffy Kruspodin, LLP	Exact match	Woodland Hills, CA, United StatesHQ recorded Sep 27, 2026	201-500	156 contacts →
	Exact match “Duffy Kruspodin, LLP is a Southern California CPA and advisory firm built on long-standing relationships, dependable guidance, and deep financial and business expertise.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Andrews Hooper Pavlik PLC	Exact match	Saginaw, MI, United StatesHQ recorded Sep 27, 2026	51-200	153 contacts →
	Exact match “Andrews Hooper Pavlik PLC (AHP) was founded in 1993 by three partners of Ernst & Young.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Ketel Thorstenson, LLP	Exact match	Rapid City, SD, United StatesHQ recorded Sep 27, 2026	51-200	141 contacts →
	Exact match “Ketel Thorstenson, LLP, is a full-service accounting firm rich in history, serving clients since 1936.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Hantzmon Wiebel LLP	Exact match	Charlottesville, VA, United StatesHQ recorded Sep 27, 2026	51-200	113 contacts →
	Exact match “Hantzmon Wiebel provides solutions that create lasting value for businesses, individuals, and nonprofits.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Premier Consulting & Integration	Exact match	Red Bank, NJ, United StatesHQ recorded Sep 27, 2026	51-200	109 contacts →
	Exact match “We Make Your Business Operations Comfortable.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	D'arcangelo & Co., LLP	Exact match	Utica, NY, United StatesHQ recorded Sep 27, 2026	51-200	103 contacts →
	Exact match “Bringing our clients over 70 years of dedicated experience and service, D'Arcangelo & Co, LLP offers our clients a distinct difference through unsurpassed accounting, auditing…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Kranz Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	201-500	99 contacts →
	Exact match “For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Wegmann Dazet	Exact match	Metairie, LA, United StatesHQ recorded Sep 27, 2026	51-200	96 contacts →
	Exact match “Known as the Entrepreneur’s CPA, Wegmann Dazet is one of the largest locally owned CPA/Business Advisory firms based in the Gulf South.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Matthews, Carter & Boyce, P.C	Exact match	Fairfax, VA, United StatesHQ recorded Sep 27, 2026	51-200	95 contacts →
	Exact match “MCB is a full-service accounting firm celebrating nearly 80 very independent years of business in the Washington, DC metro area.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	TFC Consulting, INC	Exact match	Rockville, MD, United StatesHQ recorded Sep 27, 2026	51-200	93 contacts →
	Exact match “TFC Consulting, Inc is a licensed CPA and consulting firm in the Washington DC metro area.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Frankel	Exact match	Omaha, NE, United StatesHQ recorded Sep 27, 2026	51-200	91 contacts →
	Exact match “Since 1959, our business and individual clients have thrived on our expertise and vision.” Recorded in the RevenueBase company graph · Sep 27, 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 “accounting firm financial planning consultants”. 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 30,110 accounting firm financial planning consultants based in the United States

See the full list, filter by size, metro and specialty, and access 199,681 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in the United States at a glance

As of Sep 27, 2026

41.2%Verified-email coverage

40.5%Mobile-number coverage

16.1Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

21,267

11-50

7,024

51-200

1,282

201-500

190

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 30.0d

102,1010–30

73,16631–60

5,14861–90

12290–180

1,594180+

Company record updated

Median 88.0d

00–30

113,62731–60

133,22261–90

126,79290–180

26,335180+

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 “accounting firm financial planning consultants” 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 199,681 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 27, 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.

Accounting firm financial planning consultants 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 “accounting firm financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting firm financial planning consultants are there based in the United States?

RevenueBase identified 30,110 company matches for accounting firm financial planning consultants 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?

Bennett Thrasher tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most accounting firm financial planning consultants?

New York leads with 735 company records, followed by Houston (500) and Atlanta (350).

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 199,681 professional contacts with verified work emails tracked across these 30,110 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 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.