Company lists · Data refreshed September 2026

Top 25 Fiduciary accounting firms based in the United States

RevenueBase identified 1,814 fiduciary accounting firms headquartered in the United States as of September 2026 and tracks 19,890 professional contacts across them, including 11,175 with verified work emails and 9,575 with mobile numbers. New York is the largest hub.

This list covers fiduciary accounting firms 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 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
1,814Companies
19,890Contacts tracked
11,175Verified emails
9,575Mobile numbers
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The 25 largest fiduciary accounting firms based in the United States

Ranked by team size
Top 25 of 1,814 fiduciary accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary 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 evidenceGreenwood Village, CO, United States1,001-5,0001,462 contacts →

Indirect evidence

“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.”

Source: RevenueBase Database · checked Sep 2, 2026
2Indirect evidenceDenver, CO, United States501-1,0001,417 contacts →

Indirect evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 2, 2026
3Indirect evidenceRoseville, CA, United States501-1,000899 contacts →

Indirect evidence

“Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.”

Source: RevenueBase Database · checked Sep 2, 2026
4Indirect evidenceTimonium, MD, United States501-1,000641 contacts →

Indirect evidence

“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…”

Source: RevenueBase Database · checked Sep 2, 2026
5Indirect evidenceNewport Beach, CA, United States501-1,000631 contacts →

Indirect evidence

“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…”

Source: RevenueBase Database · checked Sep 2, 2026
6Indirect evidenceSeattle, WA, United States201-500284 contacts →

Indirect evidence

“Listen, then advise.”

Source: RevenueBase Database · checked Sep 2, 2026
7Indirect evidenceLakeland, FL, United States51-200279 contacts →

Indirect evidence

“Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…”

Source: RevenueBase Database · checked Sep 2, 2026
8Indirect evidenceSpring, TX, United States51-200222 contacts →

Indirect evidence

“You don’t get one advisor, you get The Mather Group.”

Source: RevenueBase Database · checked Sep 2, 2026
9Partial evidenceWinston-Salem, NC, United States51-200200 contacts →

Partial evidence

“Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.”

Source: RevenueBase Database · checked Sep 2, 2026
10Partial evidenceDenver, CO, United States51-200173 contacts →

Partial evidence

“Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing…”

Source: RevenueBase Database · checked Sep 2, 2026
11Partial evidenceMiami, FL, United States201-500169 contacts →

Partial evidence

“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.”

Source: RevenueBase Database · checked Sep 2, 2026
12Indirect evidenceAustin, TX, United States51-200145 contacts →

Indirect evidence

“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.”

Source: RevenueBase Database · checked Sep 2, 2026
13Indirect evidenceNewton, NJ, United States51-200142 contacts →

Indirect evidence

“Business is complex.”

Source: RevenueBase Database · checked Sep 2, 2026
14Indirect evidenceStuart, FL, United States51-200127 contacts →

Indirect evidence

“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.”

Source: RevenueBase Database · checked Sep 2, 2026
15Indirect evidenceSouth Easton, MA, United States51-200126 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 2, 2026
16Indirect evidenceBirmingham, AL, United States51-200123 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 2, 2026
17Partial evidenceBohemia, NY, United States51-200120 contacts →

Partial evidence

“Cerini & Associates, LLP is a full service accounting firm with a staff of over fifty professionals, seven partners and a foundation built on value added ideas and integrity.”

Source: RevenueBase Database · checked Sep 2, 2026
18Indirect evidenceRound Rock, TX, United States51-200115 contacts →

Indirect evidence

“Planning for your future can feel overwhelming.”

Source: RevenueBase Database · checked Sep 2, 2026
19Indirect evidenceSanta Cruz, CA, United States51-200113 contacts →

Indirect evidence

“Our focus on your finances gives you the freedom to achieve your personal and professional goals.”

Source: RevenueBase Database · checked Sep 2, 2026
20Partial evidenceWilmington, DE, United States51-200102 contacts →

Partial evidence

“Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.”

Source: RevenueBase Database · checked Sep 2, 2026
21Partial evidenceAlhambra, CA, United States51-200102 contacts →

Partial evidence

“Wei, Wei & Co, LLP, is a full service accounting firm that was organized in 1995 by Steve Wei and Liren Wei.”

Source: RevenueBase Database · checked Sep 2, 2026
22Indirect evidenceSan Diego, CA, United States51-200101 contacts →

Indirect evidence

“We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…”

Source: RevenueBase Database · checked Sep 2, 2026
23Partial evidencePittsburgh, PA, United States51-20094 contacts →

Partial evidence

“Located in Pittsburgh, Louis Plung & Company is one of the region’s largest independent certified public accounting firms.”

Source: RevenueBase Database · checked Sep 2, 2026
24Indirect evidenceWest Des Moines, IA, United States51-20093 contacts →

Indirect evidence

“Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.”

Source: RevenueBase Database · checked Sep 2, 2026
25Partial evidenceIrvine, CA, United States51-20093 contacts →

Partial evidence

“We are a full service mezzanine accounting firm that provides an atmosphere where people can flourish in their careers, while at the same time, being able to have meaningful…”

Source: RevenueBase Database · checked Sep 2, 2026

Showing 25 of 1,814 fiduciary accounting firms based in the United States

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Fiduciary accounting firms based in the United States at a glance

As of Sep 2, 2026
56.2%Verified-email coverage
48.1%Mobile-number coverage
11.0Average contacts per company
1-10Median size (employees)
2.5%Largest-city concentration · New York
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
1,291
11-50
443
51-200
53
201-500
11
501-1,000
4
1,001-5,000
2

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 fiduciary 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 the United States whose own description of what they do matches “fiduciary 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 fiduciary 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 fiduciary accounting firms, 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, 11,175 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 2, 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 fiduciary 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 fiduciary accounting firms are there based in the United States?

RevenueBase identified 1,814 fiduciary accounting firms 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?

Cerity Partners, headquartered in Greenwood Village, tops this list with the largest team on record.

Which city has the most fiduciary accounting firms?

New York leads with 46 headquartered companies, followed by San Diego (35) and Houston (27).

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 11,175 verified decision-maker contacts tracked across these 1,814 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 2, 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.