Company lists · Data refreshed October 2026

Top 25 Estate accounting firms based in Portland, United States

Name: Estate accounting firms based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 39 companies tracked

RevenueBase identified 39 company matches for estate accounting firms associated with Portland, United States as of October 2026 and tracks 697 professional contacts across them, including 450 with verified work emails. Across the United States, New York is the largest hub for this category (205 companies); Portland has 39.

This list covers company matches for estate accounting firms associated with Portland, 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 October 1, 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 Oct 1, 2026 How this list was built

39Companies

697Contacts tracked

450Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest estate accounting firms based in Portland, United States

Ranked by team size

Top 25 of 39 company matches for estate accounting firms based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Aldrich	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	201-500	410 contacts →
	Exact match “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	R.M. Davis	Exact match	Portland, ME, United StatesHQ recorded Oct 1, 2026	51-200	70 contacts →
	Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Myatt & Bell, P.C	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	11-50	29 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Alten Sakai & Company LLP	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	11-50	25 contacts →
	Exact match “Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	TOP Kohlbush Hoem LLP	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Located in the beautiful City of Roses, Portland, OR, Top Kohlbush & Hoem has been successfully serving the tax and accounting needs of clients for over 35 years.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Leblanc & Young	Exact match	Portland, ME, United StatesHQ recorded Oct 1, 2026	11-50	9 contacts →
	Exact match “Established in February 1995, LeBlanc & Young is a specialty law firm located in Portland, Maine, with a statewide practice devoted exclusively to estate planning, the…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	The Barnett Firm, LLC	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Law practice includes business, real estate, tax, and estate planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Caress Law, PC	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Caress Law, PC advises clients on transferring wealth, inheritance, estate, gift and generational taxes, protecting assets, meeting charitable-giving objectives, creating…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Wealth Advisors Northwest LLC	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Cobalt, P.C	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “We're not just advisors - we're integral partners in our clients' businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Neumann Curtis Cpas	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “A passion for business and entrepreneurialism has led the founding partner, Robert Curtis CPA, to pursue a career in public accounting.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Filkins Group	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “We have the experience to guide you in all accounting and finance matters, yet we are small enough to give you the undivided attention and care you deserve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Rsma Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Carollo & Associates, PC	Exact match	Portland, CT, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Our financial firm, led by Joseph Carollo, CPA, offers a broad range of services for business owners, executives and independent professionals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Truly Bookkeeping	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Types of services we offer include: Bookkeeping / Accounting - Monthly/ ongoing bookkeeping services - Annual catch up bookkeeping service, often in preparation for tax season -…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Mccandless LLC	Exact match	Portland, ME, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	WEN Jiang & Company, PC	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Garganese Financial Group	Exact match	Portland, ME, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Skinner LAW	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Trust Skinner Law to help with all your Portland estate planning needs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Berg Morris LLC	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Providing tax planning, tax compliance and accounting services to individuals, families, closely held business and estates & trusts.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	LAW Office Of Jonathan D. Mishkin PC	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “The Law Office of Jonathan D.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Anvil Tax, INC	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Nicole B. Erickson, Attorney At Law, P.C	Exact match	Portland, OR, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Nicole B.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Pelletier, Chase & Associates	Exact match	Portland, ME, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Pelletier Chase Associates provides confidential accounting, tax, and financial planning services to owners of closely-held business enterprises and their families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Hintz & Company, LLC	Exact match	Portland, CT, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 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 “estate accounting firms”. 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 39 estate accounting firms based in Portland, United States

See the full list, filter by size, metro and specialty, and access 450 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Estate accounting firms based in Portland, United States at a glance

As of Oct 1, 2026

64.6%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

Oct 1, 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 Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 39 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 Portland, United States whose business descriptions match “estate accounting firms” 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 450 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 October 1, 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.

Estate accounting firms 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 “estate accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate accounting firms are there based in Portland, United States?

RevenueBase identified 39 company matches for estate accounting firms associated with Portland, United States as of October 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?

Aldrich 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 estate accounting firms?

New York leads the United States with 205 company records, followed by Houston (122) and San Diego (121). Portland has 39.

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 450 professional contacts with verified work emails tracked across these 39 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 October 1, 2026.

Ready to reach these companies? Verified emails and direct dials for all 39 estate accounting firms based in Portland, United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate accounting firms by geography

Browse the directory

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.