Company lists · Data refreshed September 2026

Top 25 Accounting firm financial planning consultants based in Salt Lake City, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 87 companies tracked

RevenueBase identified 87 company matches for accounting firm financial planning consultants associated with Salt Lake City, United States as of September 2026 and tracks 1,605 professional contacts across them, including 776 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Salt Lake City has 87.

This list covers company matches for accounting firm financial planning consultants associated with Salt Lake City, 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

87Companies

1,605Contacts tracked

776Verified emails

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The 25 largest accounting firm financial planning consultants based in Salt Lake City, United States

Ranked by team size

Top 25 of 87 company matches for accounting firm financial planning consultants based in Salt Lake City, 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	NOW CFO	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	201-500	482 contacts →
	Exact match “We specialize in providing full-service CFOs, controllers, and operational accountants to consult with our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Haynie	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	201-500	432 contacts →
	Exact match “Haynie is a leading, full-service CPA firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Tanner LLC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	51-200	47 contacts →
	Exact match “We’re Utah’s premier independent public accounting firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Ignite Spot Accounting Services	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	11-50	36 contacts →
	Exact match “We build accounting systems for service providers such as marketing agencies, law firms, IT companies, and creative teams.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Wilson Hand LLC	Exact match	Salt Lake City, United StatesHQ recorded Sep 27, 2026	11-50	35 contacts →
	Exact match “We work with corporations and private entities ensuring that business is conducted accurately.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Karren, Hendrix, Stagg, Allen & Company	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	11-50	21 contacts →
	Exact match “KHSA is a full-service CPA firm located in Salt Lake City, Utah.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Sage Forensic Accounting, INC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	11-50	18 contacts →
	Exact match “Sage is a forensic accounting firm based in Salt Lake City that focuses on forensic accounting, business valuation, economic damages, and all other accounting analysis issues.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Hartle & Rees, LLC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	17 contacts →
	Exact match “Hartle & Rees is a reputable and growing tax firm located at Salt Lake City (We are located near the Fashion Place mall at 6600 S).” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Anderson Bradshaw Pllc	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	17 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of integrity, quality and respect.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Butler TAX & Accounting	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	13 contacts →
	Exact match “Specializing in tax return preparation, bookkeeping and tax accounting services, real estate brokerage, and other financial services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Cooper Savas LLC	Exact match	Salt Lake City, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Cooper Savas LLC is a full-service public accounting firm licensed in Utah and serving clients throughout the United States with exceptional expertise in tax, accounting…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	K&c, Certified Public Accountants	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “We are a full service CPA firm with a specialized emphasis in assurance services such as audit, agreed upon procedures, reviews, compilations, and examinations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Platform TAX & Consulting	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Platform Tax & Consulting is a boutique accounting firm specializing in serving small businesses and individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Platform Advisors, LLC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	51-200	8 contacts →
	Exact match “Platform Advisors provides the care, trust and collaboration you deserve from your professional service partners.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Fenton Advisors	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “CPA firm founded in 1979 that provides tax, accounting, payroll, and advisory services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	G&s Certified Public Accountants	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “G&S Certified Public Accountants is a full-service accounting firm comprised of dynamic business professionals located in Salt Lake City, Utah.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Avenues Financial	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “We specialize in providing all accounting and financial reporting needs for businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Better Accounting	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Better Accounting is a full service tax preparation and accounting firm, with a team of experts in building lasting client relationships.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Gibbons & Associates Cpas LC	Exact match	Salt Lake City, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Got a business problem?” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Refined Wealth Management	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Refined Wealth Management is a company in Salt Lake City, Utah that offers excellent financial and investment planning services to many clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Steward Financial Services, LLC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Axex Financial	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Axex Financial was founded for the purpose of providing holistic financial services for its clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Brighton Consulting LLC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “We develop life insurance strategies that help successful families and businesses maximize the wealth they pass on efficiently and intentionally.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Knighton, ERB & Company, LLC	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Knighton, Erb & Company, LLC provides quality, personalized financial guidance to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Paseo Advisors	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Our mission is to provide our partners an experience unseen in the financial and accounting services space.” 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 87 accounting firm financial planning consultants based in Salt Lake City, United States

See the full list, filter by size, metro and specialty, and access 776 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in Salt Lake City, United States at a glance

As of Sep 27, 2026

48.3%Verified-email coverage

18.4Average 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 Salt Lake City, so it is reported there. Company counts and contact totals on this page are exact for Salt Lake City, over 87 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 Salt Lake City, 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 776 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 Salt Lake City, United States?

RevenueBase identified 87 company matches for accounting firm financial planning consultants associated with Salt Lake City, 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?

NOW CFO 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). Salt Lake City has 87.

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 776 professional contacts with verified work emails tracked across these 87 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.