Company lists · Data refreshed September 2026
Top 25 Accounting firm succession planning consultants based in the United States
RevenueBase identified 3,467 accounting firm succession planning consultants headquartered in the United States as of September 2026 and tracks 70,181 professional contacts across them, including 37,290 with verified work emails. New York is the largest hub.
This list covers accounting firm succession planning consultants headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 25 largest accounting firm succession planning consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 558 contacts → | ||||
Indirect evidence “Bennett Thrasher provides proven guidance for financial confidence through premier tax, audit, advisory, and outsourcing solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 224 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 207 contacts → | ||||
Indirect evidence “LGA, LLP is an independent, full-service CPA and Business Advisory firm with over 45 years of experience in delivering financial focus to businesses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 187 contacts → | ||||
Strong evidence “Hutchinson and Bloodgood LLP is a leading firm of Certified Public Accountants and Consultants providing Tax Planning, Auditing, Technology Consulting, Human Resources and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 156 contacts → | ||||
Indirect evidence “Duffy Kruspodin, LLP is a Southern California CPA and advisory firm built on long-standing relationships, dependable guidance, and deep financial and business expertise.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 113 contacts → | ||||
Indirect evidence “Hantzmon Wiebel provides solutions that create lasting value for businesses, individuals, and nonprofits.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 96 contacts → | ||||
Indirect evidence “Known as the Entrepreneur’s CPA, Wegmann Dazet is one of the largest locally owned CPA/Business Advisory firms based in the Gulf South.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 90 contacts → | ||||
Partial evidence “At Moore Beauston Woodham, we provide a comprehensive set of services for companies and individuals seeking financial planning, problem-solving, audit services and tax preparation.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 88 contacts → | ||||
Partial evidence “Celebrating 50 years, Urish Popeck & Co.(UPCO) is a Public Company Accounting Oversight Board (PCAOB) and Canadian Public Accountability Board (CPAB) registered accounting and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 87 contacts → | ||||
Indirect evidence “Founded in 1939, Condley and Company, L.L.P.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 76 contacts → | ||||
Partial evidence “The Mission of SFW Partners, LLC is to be a highly respected, ethically guided certified public accounting firm serving as a trusted business advisor to our clients while…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 76 contacts → | ||||
Partial evidence “KHA is a growing public accounting firm in central DFW that provides assurance, tax, and strategic management consulting services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 73 contacts → | ||||
Partial evidence “Pursue Your Vision Rudler, PSC is a full-service public accounting, tax, compliance and business management advisory firm with special services in business valuations, employee…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 73 contacts → | ||||
Indirect evidence “MSPC Certified Public Accountants and Advisors, P.C.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 70 contacts → | ||||
Indirect evidence “Vesta is a CPA-led, professional service firm where an inspired team places clients first.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 66 contacts → | ||||
Indirect evidence “JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 59 contacts → | ||||
Indirect evidence “With the experience and skill to handle the most complex business issues, Machen McChesney strives to return value and outstanding service to our clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 57 contacts → | ||||
Partial evidence “Established in 1989, WEC is one of the largest locally-owned public accounting firms headquartered in Hampton Roads, Virginia.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 54 contacts → | ||||
Strong evidence “Cox Consulting Network (CCN) is a Texas-based finance and accounting consulting firm, founded in 2018 on a simple premise: better-paid, better-supported consultants do better work…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 53 contacts → | ||||
Partial evidence “Payne, Nickles & Company is full service accounting and business advisory firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 49 contacts → | ||||
Indirect evidence “What is Insight?” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 48 contacts → | ||||
Partial evidence “Established in 1979, Oliver, Rainey, & Wojtek is a medium-sized, local professional accounting firm with locations in San Angelo and Burnet, Texas.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 47 contacts → | ||||
Partial evidence “Heffler, Radetich & Saitta LLP, is a full-service certified public accounting and consulting firm, serving a nationwide clientele comprised of high net worth individuals…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 41 contacts → | ||||
Partial evidence “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 39 contacts → | ||||
Indirect evidence “Cullen & Danowski, LLP (Firm) is a firm of certified public accountants licensed in the state of New York, serving the New York and metropolitan area for over thirty years.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm succession planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting firm succession planning consultants.
- Partial evidence
- Its own public description names part of accounting firm succession planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm succession planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 3,467 accounting firm succession planning consultants based in the United States
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Accounting firm succession planning consultants based in the United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,467 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm succession planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “accounting firm succession planning consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm succession planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among accounting firm succession planning consultants, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 37,290 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Accounting firm succession planning consultants by metro
- Accounting firm succession planning consultants in New York78
- Accounting firm succession planning consultants in Chicago49
- Accounting firm succession planning consultants in Houston49
- Accounting firm succession planning consultants in Atlanta47
- Accounting firm succession planning consultants in Los Angeles34
- Accounting firm succession planning consultants in Dallas30
- Accounting firm succession planning consultants in Miami29
- Accounting firm succession planning consultants in Austin26
- Accounting firm succession planning consultants in Charlotte26
- Accounting firm succession planning consultants in Portland25
- Accounting firm succession planning consultants in San Diego25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm succession planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many accounting firm succession planning consultants are there based in the United States?
RevenueBase identified 3,467 accounting firm succession planning consultants headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Bennett Thrasher, headquartered in Atlanta, tops this list with the largest team on record.
Which city has the most accounting firm succession planning consultants?
New York leads with 78 headquartered companies, followed by Chicago (49) and Houston (49).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 37,290 verified decision-maker contacts tracked across these 3,467 companies.
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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Accounting firm succession planning consultants by geography
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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 Smart Search, 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.
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