Company lists · Data refreshed September 2026

Top 19 Accounting firm financial planning consultants based in Beverly Hills, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 38 companies tracked

RevenueBase identified 38 company matches for accounting firm financial planning consultants associated with Beverly Hills, United States as of September 2026 and tracks 169 professional contacts across them, including 51 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Beverly Hills has 38.

This list covers company matches for accounting firm financial planning consultants associated with Beverly Hills, 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

38Companies

169Contacts tracked

51Verified emails

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The 19 largest accounting firm financial planning consultants based in Beverly Hills, United States

Ranked by team size

Top 19 of 38 company matches for accounting firm financial planning consultants based in Beverly Hills, 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	Kabani & Company, Inc.	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	18 contacts →
	Exact match “Certified Public Accountants & Management Consulting firm” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	NAV Capital Consulting, INC	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	15 contacts →
	Exact match “CPAs and Advisors dedicated to solving your most complex issues.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Framework Financials, LLC	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “Framework Financials is a white glove financial services firm that provides you with corporate and production accounting, unparalleled bookkeeping and archiving service, tech…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	RGA LLP	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “RGA LLP is not your run of the mill CPA Firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Together CFO	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Tax Savings, Significantly Reduce Capital Gains, Efficient Wealth Transfer, Outsourced CFO’s, https://TogetherCFO.com/ Together CFO has saved clients millions of dollars year on…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Jarrar & Associates Cpa, INC	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Jarrar & Associates CPA is the leading tax and accounting firm in Marina Del Rey that offers the best in class tax and accounting solution at an affordable price.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Gordon & Associates, An Accountancy Corporation	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	World Accounting Group	Exact match	Beverly Hills, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “We are a full-service accounting firm licensed in California.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Carswell Greenfield & Kunstler	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “Beverly Hills based business management firm, specializing in financial and solution based services for businesses, families and individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Mehdiani Financial Management	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match “Our services encompass nearly every aspect of financial life.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Toplitzky&co	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match “Established in 1980, Toplitzky & Co is the independent, strategic financial partner for high net worth individuals, business owners and executives.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Lalea & Black, LTD	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Lalea & Black, LTD is a full service CPA firm that provides outsourced accounting, business management, and tax planning & preparation services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Platinum Wealth Advisors	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	LPW Cpas	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “business and individual taxation, audited and reviewed financial statements, tax planning, business management, financial planning, real estate activities, forensic accounting…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Simantob And Associates, INC	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Simantob & Associates, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	MMF Accounting Services LLC	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “MMF ACCOUNTING SERVICES LLC is a company based out of 9903 SANTA MONICA BLVD #645, BEVERLY HILLS, California, United States.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Simha & Associates Accountancy Corporation	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	11-50	1 contacts →
	Exact match “We are a family-owned tax advisory and business management firm specializing in real estate and the entertainment industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Bartmasser & Co, CPA Firm	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Bartmasser & Co, CPAS, is one of Beverly Hills, CA’s most established and successful CPA firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	L.A.V.A. INC By Ofira	Exact match	Beverly Hills, CA, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “LAVA INC, a boutique financial consulting, accounting, and strategic operations firm supporting businesses across fashion, retail, manufacturing, import/export, real estate, and…” 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 19 of 38 accounting firm financial planning consultants based in Beverly Hills, United States

See the full list, filter by size, metro and specialty, and access 51 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in Beverly Hills, United States at a glance

As of Sep 27, 2026

30.2%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Beverly Hills, so it is reported there. Company counts and contact totals on this page are exact for Beverly Hills, over 38 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 Beverly Hills, 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 51 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 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 “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 Beverly Hills, United States?

RevenueBase identified 38 company matches for accounting firm financial planning consultants associated with Beverly Hills, 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?

Kabani & Company, Inc. 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 accounting firm financial planning consultants?

New York leads the United States with 735 company records, followed by Houston (500) and Atlanta (350). Beverly Hills has 38.

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 51 professional contacts with verified work emails tracked across these 38 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.