Company lists · Data refreshed September 2026

Top 25 Accounting firm financial planning consultants based in Cleveland, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 65 companies tracked

RevenueBase identified 65 company matches for accounting firm financial planning consultants associated with Cleveland, United States as of September 2026 and tracks 3,904 professional contacts across them, including 2,081 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Cleveland has 65.

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

65Companies

3,904Contacts tracked

2,081Verified emails

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

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

Ranked by team size

Top 25 of 65 company matches for accounting firm financial planning consultants based in Cleveland, 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	Cbiz Advisory Services	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	10001+	1,105 contacts →
	Exact match “CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Cohen & CO	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	501-1,000	1,016 contacts →
	Exact match “Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients, from privately held companies and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	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
4	Meaden & Moore	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	201-500	299 contacts →
	Exact match “For 100+ years, Meaden & Moore has been helping clients navigate their ever-changing financial landscapes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Pease Bell	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	51-200	183 contacts →
	Exact match “Pease Bell is a rapidly growing mid-sized accounting firm serving an expanding nationwide client base.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Maloney Novotny LLC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	51-200	156 contacts →
	Exact match “Maloney + Novotny is a full-service CPA and business consulting firm and celebrates 90 years of helping clients achieve their goals and financial success.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Barnes Wendling Cpas	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	51-200	83 contacts →
	Exact match “Barnes Wendling CPAs is a well-respected public accounting firm and a 15-time winner of NorthCoast 99 and a Top Workplace 2026 by cleveland.com and The Plain Dealer.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Hw&co. Cpas & Advisors	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	51-200	71 contacts →
	Exact match “HW & Co.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Skoda Minotti	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	201-500	56 contacts →
	Exact match “We are a broad-based accounting and tax, strategic planning, valuation and litigation advisory, professional staffing and strategic marketing firm with offices in Cleveland, Akron…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Ciuni & Panichi, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	51-200	52 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Kickstart Accounting, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Henton & Associates, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Beacon Financial Group, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	1-10	11 contacts →
	Exact match “Financial Services” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Delguyd, Walter & Associates	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Delguyd, Walter & Associates is committed to providing high-end Accounting & Attest Services, Tax Preparation & Planning Services and Management Advisory Services to our…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Card, Palmer, Sibbison & CO	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Wedgewood Accounting, Pllc	Exact match	Cleveland, TN, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “For more than 60 years, Wedgewood Accounting, PLLC has served as a trusted financial partner throughout the Southeast.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Accounting Business Services	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Accounting Business Services provides a wide range of services to individuals and businesses in a variety of industries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Finalert	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	7 contacts →
	Exact match “Finalert is a U.S-based accounting, financial advisory, and analytics firm partnering with founders and leadership teams from early growth through scale-up.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	TA Check Financial LTD	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Thornhill Financial	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match “Thornhill Financial in Cleveland, Ohio provides quality Auditing, Accounting, Tax, Business Advisory, and Outsourced Accounting Services to the Construction, Manufacturing and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Thryve Group LLC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Thryve Group LLC is an accounting firm dedicated to serving small business owners at the startup and scaleup stage.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Essential Accounting Consultants, LLC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Elevate Your Financial Strategy with Essential Accounting About Us: At Essential Accounting, we are more than just a financial consulting firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Dingus And Daga, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	The Ciulla Group LLC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	K. Pakeltis & Company LLC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Welcome to K.” 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 65 accounting firm financial planning consultants based in Cleveland, United States

See the full list, filter by size, metro and specialty, and access 2,081 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 27, 2026

53.3%Verified-email coverage

60.1Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 65 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 Cleveland, 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 2,081 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 Cleveland, United States?

RevenueBase identified 65 company matches for accounting firm financial planning consultants associated with Cleveland, 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?

Cbiz Advisory Services 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). Cleveland has 65.

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 2,081 professional contacts with verified work emails tracked across these 65 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.

Ready to reach these companies? Verified emails and direct dials for all 65 accounting firm financial planning consultants based in Cleveland, United States. Start with a free account, no credit card.

Download this list →

Related lists

Accounting firm financial planning consultants by geography

Browse the directory

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.