Company lists · Data refreshed September 2026

Top 25 Audit firms for asset managers based in the United States

RevenueBase identified 153 audit firms for asset managers headquartered in the United States as of September 2026 and tracks 1,445 professional contacts across them, including 677 with verified work emails. Atlanta is the largest hub.

This list covers audit firms for asset managers 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 19, 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 19, 2026 86% judged on-target in blind review
153Companies
1,445Contacts tracked
677Verified emails
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The 25 largest audit firms for asset managers based in the United States

Ranked by team size
Top 25 of 153 audit firms for asset managers based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to audit firms for asset managers: 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
1Partial evidenceAlexandria, VA, United StatesHQ checked Sep 19, 2026201-500134 contacts →

Partial evidence

“Cotton is an audit and accounting firm located in Old Town Alexandria, VA.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-200110 contacts →

Indirect evidence

“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceGarden City, NY, United StatesHQ checked Sep 19, 202651-200109 contacts →

Indirect evidence

“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceYakima, WA, United StatesHQ checked Sep 19, 202611-5085 contacts →

Partial evidence

“We provide "full-service" financial accounting services, including compilations, reviews, and audits of financial statements for all sizes of closely held businesses, non-profit…”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceCary, NC, United StatesHQ checked Sep 19, 202651-20076 contacts →

Partial evidence

“Akram is a trusted adviser to alternative fund managers – the cornerstone of our business.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceMedford, OR, United StatesHQ checked Sep 19, 202611-5067 contacts →

Partial evidence

“Ashland Partners & Company LLP is a PCAOB registered, specialty CPA firm providing due diligence solutions to the investment management industry.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceSan Jose, CA, United StatesHQ checked Sep 19, 202611-5058 contacts →

Partial evidence

“The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our…”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidencePowell, OH, United StatesHQ checked Sep 19, 202651-20056 contacts →

Indirect evidence

“We are now Acclarity.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceSan Diego, CA, United StatesHQ checked Sep 19, 202651-20044 contacts →

Strong evidence

“LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceBridgeville, PA, United StatesHQ checked Sep 19, 202611-5041 contacts →

Partial evidence

“McClintock & Associates offers a broad range of financial services, with a specialty in financial statement audits and student financial aid audits for the postsecondary education…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceLanham, MD, United StatesHQ checked Sep 19, 202651-20038 contacts →

Indirect evidence

“Allmond & Company, LLC, a small business, is a certified public accounting firm with a Federal accounting and auditing practice and an outstanding reputation for quality and…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5037 contacts →

Indirect evidence

“AARC-360 is a firm of Certified Public Accountants and Advisors that combine deep insights gained across industries to provide Assurance, Advisory, Risk, and Compliance services.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceBirmingham, AL, United StatesHQ checked Sep 19, 202611-5032 contacts →

Partial evidence

“Haynes Downard LLP is a firm of certified public accountants and management consultants with offices in Birmingham and Jasper, Alabama.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceAvon, CO, United StatesHQ checked Sep 19, 202611-5028 contacts →

Indirect evidence

“McMahan and Associates has been delivering professional services to clients throughout the United States for over fifty years.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“McBride, Lock & Associates, LLC was formed in 1980.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202611-5020 contacts →

Partial evidence

“Chu & Waters is a full service accounting and advisory firm located in San Francisco providing financial statement audits, reviews, and compilations; employee benefit plan audits…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceWoburn, MA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“The Certified Public Accounting firm of Roselli, Clark & Associates (RC & A) has its foundation dating back to 1988.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceBellevue, United StatesHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“Optimizing the Financial Close.”

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceFort Worth, TX, United StatesHQ checked Sep 19, 20261-1010 contacts →

Strong evidence

“Fort Accounting was founded to bring expertise and accounting solutions to the Asset Management industry.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceTroy, MI, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Groen, Kluka & Company, P.C.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 19, 202611-5010 contacts →

Partial evidence

“We are a full service CPA firm with a specialized emphasis in assurance services such as audit, agreed upon procedures, reviews, compilations, and examinations.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceSherman Oaks, CA, United StatesHQ checked Sep 19, 202611-5010 contacts →

Partial evidence

“Gingold & Company is a dynamic Los Angeles-based certified public accounting firm which specializes in conducting compliance audits for its clients in the fields of licensed…”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Henderman, Jessee & Company, PLLC is an accounting company based out of 304 Whittington Pkwy # 107, Louisville, Kentucky, United States.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceRockville Centre, NY, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Bass Consulting Group is a privately owned company founded by former CPA/Consulting Firm Executives.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 153 audit firms for asset managers based in the United States

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Audit firms for asset managers based in the United States at a glance

As of Sep 19, 2026
46.9%Verified-email coverage
9.4Average contacts per company
1-10Median size (employees)
2.6%Largest-city concentration · Atlanta
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
85
11-50
57
51-200
10
201-500
1

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 153 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 audit firms for asset managers, 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 “audit firms for asset managers”. 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 audit firms for asset managers), 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 audit firms for asset managers, 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, 677 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 19, 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 audit firms for asset managers, 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 audit firms for asset managers are there based in the United States?

RevenueBase identified 153 audit firms for asset managers 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?

Cotton, headquartered in Alexandria, tops this list with the largest team on record.

Which city has the most audit firms for asset managers?

Atlanta leads with 4 headquartered companies, followed by Houston (3) and Los Angeles (3).

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 677 verified decision-maker contacts tracked across these 153 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 19, 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.