Company lists · Data refreshed September 2026

Top 25 Alternative investment accounting firms based in New York, United States

RevenueBase identified 89 alternative investment accounting firms headquartered in New York, United States as of September 2026 and tracks 3,365 professional contacts across them, including 1,375 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers alternative investment accounting firms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
89Companies
3,365Contacts tracked
1,375Verified emails
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The 25 largest alternative investment accounting firms based in New York, United States

Ranked by team size
Top 25 of 89 alternative investment accounting firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to alternative investment accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 20265,001-10,000790 contacts →

Indirect evidence

“For nearly 100 years, Duff & Phelps helped clients make confident decisions in the areas of valuation, real estate, taxation and transfer pricing, disputes, M&A advisory and other…”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 2026501-1,000602 contacts →

Indirect evidence

“Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.”

Source: RevenueBase Database · checked Sep 27, 2026
3Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500377 contacts →

Strong evidence

“CAIS is the leading alternative investment platform for independent financial advisors.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 2026501-1,000289 contacts →

Indirect evidence

“CBIZ Marks Paneth, formerly known as Marks Paneth LLP, joined CBIZ and Mayer Hoffman McCann P.C.(MHM) in January 2022.”

Source: RevenueBase Database · checked Sep 27, 2026
5Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-200127 contacts →

Strong evidence

“CION Investments is a leading manager of alternative investment solutions designed to redefine the way individual investors can build their portfolios and help meet their…”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-200108 contacts →

Indirect evidence

“Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20048 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, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5041 contacts →

Partial evidence

“Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20024 contacts →

Indirect evidence

“Spielman Koenigsberg & Parker has grown to become today’s firm with global reach while continuing its more than half a century commitment to extraordinary client service.”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5023 contacts →

Strong evidence

“FTS is the only tax firm exclusively dedicated to the Alternative Investment Industry.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5022 contacts →

Partial evidence

“Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5017 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, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“At Collective, we help unicorn shareholders turn concentrated equity into lasting wealth.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5016 contacts →

Partial evidence

“Based in New York City, Two Creeks Capital Management, LP (“Two Creeks Capital”) is a registered investment advisor with the Securities and Exchange Commission.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceNew York, United StatesHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“PhalanxFS provides hedge funds, fund of funds and private equity funds with an efficient and high quality solution in the preparation of their financial statements.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“Founded in 2004, Precision Capital applies experience and insights built over many years of partnership.”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5015 contacts →

Partial evidence

“A Trusted Accounting and Tax Advisor for Nearly 100 Years At LHF, we know that businesses are at the heart of our community.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5014 contacts →

Indirect evidence

“Pluris provides valuation advisory services to clients world-wide, as well as daily marks services for high-volume clients and large institutions and portfolios.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5012 contacts →

Indirect evidence

“Auldbrass Partners provides bespoke solutions for private investors.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20012 contacts →

Indirect evidence

“Founded in 1980 by Carl H.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 20261-1011 contacts →

Indirect evidence

“Spritzer Kaufman and Company was founded in 1993 by Gilbert Spritzer, Marc Spritzer and Sandra Kaufman.”

Source: RevenueBase Database · checked Sep 27, 2026
23Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 20261-1011 contacts →

Strong evidence

“Applied Fund Solutions (AFS) provides CFO, shadow accounting, middle- and back-office solutions to alternative investment funds.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5010 contacts →

Partial evidence

“Overbrook Management Corporation (“Overbrook”) is an independent SEC-registered investment advisory firm providing asset management and related services to institutional investors…”

Source: RevenueBase Database · checked Sep 27, 2026
25Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-2009 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, 2026

Showing 25 of 89 alternative investment accounting firms based in New York, United States

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Alternative investment accounting firms based in New York, United States at a glance

As of Sep 27, 2026
40.9%Verified-email coverage
37.8Average contacts per company
11-50Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
31
51-200
9
201-500
3
501-1,000
2
1,001-5,000
1
5,001-10,000
1

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 89 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 alternative investment accounting firms, 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 “alternative investment accounting firms”. 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 alternative investment accounting firms), 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 alternative investment accounting firms, 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, 1,375 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.

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 alternative investment accounting firms, 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 alternative investment accounting firms are there based in New York, United States?

RevenueBase identified 89 alternative investment accounting firms 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?

Duff & Phelps, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most alternative investment accounting firms?

New York leads the United States with 89 headquartered companies, followed by Chicago (33) and Los Angeles (30).

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 1,375 verified decision-maker contacts tracked across these 89 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.