Company lists · Data refreshed September 2026
Top 25 Accounting firm succession planning consultants based in New York, United States
RevenueBase identified 78 accounting firm succession planning consultants headquartered in New York, United States as of September 2026 and tracks 6,002 professional contacts across them, including 3,708 with verified work emails. New York is the largest hub.
This list covers accounting firm succession planning consultants headquartered in New York, 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 New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,996 contacts → | ||||
Indirect evidence “Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 467 contacts → | ||||
Partial evidence “Prager Metis CPAs is an independent, full service, public accounting and consulting firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 464 contacts → | ||||
Partial evidence “At Wiss, we believe there’s more to accounting than just balancing the books.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 203 contacts → | ||||
Partial evidence “Effective September 1, 2022, Friedman LLP is now Marcum – creating one of the most innovative accounting and advisory firms in the U.S.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 108 contacts → | ||||
Partial evidence “As the largest minority-controlled accounting firm in the United States, Mitchell Titus provides excellence in assurance, advisory and tax services to Fortune organizations…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 97 contacts → | ||||
Indirect evidence “RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 90 contacts → | ||||
Partial evidence “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 75 contacts → | ||||
Partial evidence “Fasten Halberstam LLP is a full service accounting firm offering a broad range of services for a diversified clientele representing a variety of industries.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 73 contacts → | ||||
Indirect evidence “Exciting news for our firm: Raich Ende Malter & Co.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 48 contacts → | ||||
Indirect evidence “Since 1950, we have been dedicated to providing quality auditing, tax, and consulting services to a wide range of clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 45 contacts → | ||||
Indirect evidence “Effective September 16, 2022, Lurie, LLP is now EisnerAmper, and part of one of the largest business consulting firms in the world.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 38 contacts → | ||||
Indirect evidence “Hertz Herson believes in the value of building long-term, trusted relationships.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 23 contacts → | ||||
Partial evidence “Schulman Lobel LLP is a unique accounting and consulting firm offering financial and management strategies to individuals and businesses throughout the United States and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 23 contacts → | ||||
Indirect evidence “At White Tiger Connections, we believe that growth isn’t just about numbers; instead, it’s about vision, strategy, and connections that truly count.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 19 contacts → | ||||
Partial evidence “Vantage was founded on the belief that agency owners deserve more than the typical “full sale” option when planning for perpetuation.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 17 contacts → | ||||
Partial evidence “For over 40 years, Raines & Fischer, LLP has offered hands on accounting services to start-ups, hedge funds, entrepreneurial small businesses, and high-net-worth individuals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 14 contacts → | ||||
Strong evidence “WHITMAN TRANSITION ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 13 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “Adeptus is an accounting and business consulting firm, serving a growing roster of regional, national, and international clients, providing tax, accounting and attest services…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence “Accountants, Auditors and advisors for 100 years for a diversified client base from 5 million to 500 million in sales.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “C-Suite IMPACT guides you to success throughout all stages of your business lifecycle.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Indirect evidence “Allen C.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Partial evidence “Shalik Thorn CPAs LLP is a premier certified public accounting firm dedicated to serving High-Net-Worth individuals, families, entrepreneurs, and closely-held businesses across…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Partial evidence “Public accounting firm providing accounting, tax and business consulting services to our clients in a variety of industries.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Partial evidence “Maior is a consultancy built for professional services firms that refuse to settle for “good enough.” We help firms move past their pain points and plateaus by increasing revenue…” 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 78 accounting firm succession planning consultants based in New York, United States
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Accounting firm succession planning consultants based in New York, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 78 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 New York, 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 New York 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, 3,708 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 in the United States
- 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 New York, United States?
RevenueBase identified 78 accounting firm succession planning consultants headquartered in New York, 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?
Citrin Cooperman, headquartered in New York, 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 3,708 verified decision-maker contacts tracked across these 78 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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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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