Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 77 companies tracked

RevenueBase identified 77 company matches for accounting firm financial planning consultants associated with Colorado Springs, United States as of September 2026 and tracks 598 professional contacts across them, including 356 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Colorado Springs has 77.

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

77Companies

598Contacts tracked

356Verified emails

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

Ranked by team size

Top 25 of 77 company matches for accounting firm financial planning consultants based in Colorado Springs, 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	Atlas Navigators, LLC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	201-500	137 contacts →
	Exact match “Welcome to ATLAS \| Advisors That Listen And Serve.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	SKR CO IS NOW Sorren	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	51-200	100 contacts →
	Exact match “Some may assume as an accounting firm we’re all about numbers, but people are our first priority at SKR+CO.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Biggskofford	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	54 contacts →
	Exact match “BiggsKofford strives to be the premier certified public accounting firm in Colorado, providing traditional tax and financial statement reporting services, as well as business…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	WCG Cpas & Advisors	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	51-200	41 contacts →
	Exact match “WCG Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Hoelting & Company INC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Hoelting & Company, Inc, a public accounting firm, was organized in 1980 and is proud to be a local independent firm, serving clients located primarily along the Colorado Front…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Carson Group Advanced Solutions TAX & Accounting	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	15 contacts →
	Exact match “Helping Businesses & Individuals Reach Their Financial Goals Since 2001, we have provided exceptional, personalized accounting services for businesses and individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Aspen Creek Wealth Strategies	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “Aspen Creek Wealth Strategies is a company based out of PO Box 762 Gainesville, TX 76241” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Everoak Wealth CO	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	M3 And Associates, LLP	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “Our Colorado Springs CPA firm is dedicated to assisting you with personal and small business planning with an emphasis on tax planning.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Eagle Financial Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	10 contacts →
	Exact match “Educating People, One person at a time on Financial Planning by building your vision, mission, and goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Intergy Private Wealth	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	9 contacts →
	Exact match “Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Planwiser	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “We are a dynamic and expanding tax, accounting, and financial planning firm situated in the heart of Colorado Springs, which was formerly known as Cloutte & Associates.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Life Well Lived Financial Group Lwlfg	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “You won't find many teams with as much experience as Life Well Lived Financial Group.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Waugh & Goodwin, LLP	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “WAUGH & GOODWIN, LLP is an accounting company based out of 2925 Professional Place, Suite 201, Colorado Springs, Colorado, United States.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Fsfinancial	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “FSFinancial, LLC is a CPA-owned and operated, multi-discipline professional full service financial consulting firm with a collaborative culture and positive work environment.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	The Ricks Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “On December 1st, 2021, The Ricks Group was formed with the merger of Hercher & Company, PC and Marc A.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Norman R Taylor CPA PC	Exact match	Colorado Springs, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Norman R.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Imperium Capital	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Providing planning services for closely held businesses, business owners, and their families.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Cloutte & Associates, P.C	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Welcome to Cloutte & Associates Colorado Springs CPA firm!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Wiechmann, Boyce & Associates, LLP	Exact match	Colorado Springs, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “Wiechmann Boyce & Associates has been restructured.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Bennco Advisors	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “At Bennco, we help individuals and families plan for retirement in a way that feels clear and personal.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Reacos TAX & Accounting, INC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	11-50	4 contacts →
	Exact match “We are a women owned full service tax and accounting firm located in downtown Colorado Springs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Harrison TAX Service	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	West Group, PC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match “It's all about you!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	The Bauer Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match “An Accounting and Tax firm that helps clients move their business forward.” 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 77 accounting firm financial planning consultants based in Colorado Springs, United States

See the full list, filter by size, metro and specialty, and access 356 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 27, 2026

59.5%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Colorado Springs, so it is reported there. Company counts and contact totals on this page are exact for Colorado Springs, over 77 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 Colorado Springs, 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 356 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 Colorado Springs, United States?

RevenueBase identified 77 company matches for accounting firm financial planning consultants associated with Colorado Springs, 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?

Atlas Navigators, LLC 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). Colorado Springs has 77.

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 356 professional contacts with verified work emails tracked across these 77 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.