Company lists · Data refreshed September 2026
Top 25 Fiduciary accounting firms based in the United States
RevenueBase identified 1,814 company matches for fiduciary accounting firms associated with 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 company matches for fiduciary accounting firms associated with the 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 September 2, 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.
The 25 largest fiduciary accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,462 contacts → | ||||
Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 1,417 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 899 contacts → | ||||
Exact match “Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 641 contacts → | ||||
Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 631 contacts → | ||||
Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 284 contacts → | ||||
Exact match “Listen, then advise.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 279 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 222 contacts → | ||||
Exact match “You don’t get one advisor, you get The Mather Group.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 200 contacts → | ||||
Exact match “Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 173 contacts → | ||||
Exact match “Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 169 contacts → | ||||
Exact match “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 145 contacts → | ||||
Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 142 contacts → | ||||
Exact match “Business is complex.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 127 contacts → | ||||
Exact match “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 126 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 123 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 120 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 115 contacts → | ||||
Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 113 contacts → | ||||
Exact match “Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 102 contacts → | ||||
Exact match “Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 102 contacts → | ||||
Exact match “Wei, Wei & Co, LLP, is a full service accounting firm that was organized in 1995 by Steve Wei and Liren Wei.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 101 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 94 contacts → | ||||
Exact match “Located in Pittsburgh, Louis Plung & Company is one of the region’s largest independent certified public accounting firms.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 93 contacts → | ||||
Exact match “Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 93 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 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 “fiduciary 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 1,814 fiduciary accounting firms based in the United States
See the full list, filter by size, metro and specialty, and access 11,175 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fiduciary accounting firms based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 the United States whose business descriptions match “fiduciary 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 11,175 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 September 2, 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.
Fiduciary accounting firms by metro
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 “fiduciary accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fiduciary accounting firms are there based in the United States?
RevenueBase identified 1,814 company matches for fiduciary accounting firms associated with the United States as of September 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?
Cerity Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fiduciary accounting firms?
New York leads with 46 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 11,175 professional contacts with verified work emails tracked across these 1,814 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 September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,814 fiduciary accounting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Fiduciary accounting firms by geography
- Fiduciary accounting firms based in Switzerland
- Fiduciary accounting firms based in Canada
- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
- Fiduciary accounting firms based in South Africa
- Fiduciary accounting firms based in Italy
- Fiduciary accounting firms based in the United Kingdom
- Fiduciary accounting firms based in Luxembourg
- Fiduciary accounting firms based in the Netherlands
- Fiduciary accounting firms based in France
- Fiduciary accounting firms based in Geneva, Switzerland
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary accounting firms based in Switzerland
- Fiduciary accounting firms based in Canada
- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
- Fiduciary accounting firms based in South Africa
Company intelligence · public preview
Top 25 fiduciary accounting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,814 matching company records for fiduciary accounting firms based in the United States, with 19,890 tracked contacts and 11,175 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fiduciary accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Cerity Partnersceritypartners.comHQ: HQ not recorded; location: Greenwood Village, CO, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Greenwood Village, CO, United States | 1,001-5,000 | Exact match | 1,462 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Mercer Advisorsmerceradvisors.comHQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 501-1,000 | HQ not recorded; location: Denver, CO, United States | 501-1,000 | Exact match | 1,417 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Frank, Rimerman Co. LLPfrankrimerman.comHQ: HQ not recorded; location: Roseville, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Roseville, CA, United States | 501-1,000 | Exact match | 899 contacts → |
“Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  HBK Cpas & Consultantshbkcpa.comHQ: HQ not recorded; location: Timonium, MD, United StatesReported employees: 501-1,000 | HQ not recorded; location: Timonium, MD, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Beacon Pointebeaconpointe.comHQ: HQ not recorded; location: Newport Beach, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Newport Beach, CA, United States | 501-1,000 | Exact match | 631 contacts → |
“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Miller Kaplanmillerkaplan.comHQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 201-500 | HQ not recorded; location: Seattle, WA, United States | 201-500 | Exact match | 284 contacts → |
“Listen, then advise.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Waverly Advisors, LLCwaverly-advisors.comHQ: HQ not recorded; location: Lakeland, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Lakeland, FL, United States | 51-200 | Exact match | 279 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Mather Group, LLCthemathergroup.comHQ: HQ not recorded; location: Spring, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Spring, TX, United States | 51-200 | Exact match | 222 contacts → |
“You don’t get one advisor, you get The Mather Group.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Modera Wealth Managementmoderawealth.comHQ: HQ not recorded; location: Winston-Salem, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Winston-Salem, NC, United States | 51-200 | Exact match | 200 contacts → |
“Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Topel Forman LLCtopelforman.comHQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 51-200 | HQ not recorded; location: Denver, CO, United States | 51-200 | Exact match | 173 contacts → |
“Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Kendriskendris.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 201-500 | HQ not recorded; location: Miami, FL, United States | 201-500 | Exact match | 169 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Cumberland Trustcumberlandtrust.comHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 145 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nisivoccia Cpasnisivoccia.comHQ: HQ not recorded; location: Newton, NJ, United StatesReported employees: 51-200 | HQ not recorded; location: Newton, NJ, United States | 51-200 | Exact match | 142 contacts → |
“Business is complex.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hbks Wealth Advisorshbkswealth.comHQ: HQ not recorded; location: Stuart, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Stuart, FL, United States | 51-200 | Exact match | 127 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Disanto, Priest & COdisantopriest.comHQ: HQ not recorded; location: South Easton, MA, United StatesReported employees: 51-200 | HQ not recorded; location: South Easton, MA, United States | 51-200 | Exact match | 126 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Pearce, Bevill, Leesburg, Moore, P.Cpearcebevill.comHQ: HQ not recorded; location: Birmingham, AL, United StatesReported employees: 51-200 | HQ not recorded; location: Birmingham, AL, United States | 51-200 | Exact match | 123 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Cerini And Associates, LLPceriniandassociates.comHQ: HQ not recorded; location: Bohemia, NY, United StatesReported employees: 51-200 | HQ not recorded; location: Bohemia, NY, United States | 51-200 | Exact match | 120 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  OATHplanwithoath.comHQ: HQ not recorded; location: Round Rock, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Round Rock, TX, United States | 51-200 | Exact match | 115 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Pp&coppandco.comHQ: HQ not recorded; location: Santa Cruz, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Santa Cruz, CA, United States | 51-200 | Exact match | 113 contacts → |
“Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Belfint, Lyons & Shuman, P.Abelfint.comHQ: HQ not recorded; location: Wilmington, DE, United StatesReported employees: 51-200 | HQ not recorded; location: Wilmington, DE, United States | 51-200 | Exact match | 102 contacts → |
“Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Wei, WEI & Co., LLPweiweico.comHQ: HQ not recorded; location: Alhambra, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Alhambra, CA, United States | 51-200 | Exact match | 102 contacts → |
“Wei, Wei & Co, LLP, is a full service accounting firm that was organized in 1995 by Steve Wei and Liren Wei.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Considine & Considinecccpa.comHQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Diego, CA, United States | 51-200 | Exact match | 101 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Louis Plung & Companylouisplung.comHQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 51-200 | HQ not recorded; location: Pittsburgh, PA, United States | 51-200 | Exact match | 94 contacts → |
“Located in Pittsburgh, Louis Plung & Company is one of the region’s largest independent certified public accounting firms.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Foster Groupfostergrp.comHQ: HQ not recorded; location: West Des Moines, IA, United StatesReported employees: 51-200 | HQ not recorded; location: West Des Moines, IA, United States | 51-200 | Exact match | 93 contacts → |
“Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Wright Ford Young & COcpa-wfy.comHQ: HQ not recorded; location: Irvine, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Irvine, CA, United States | 51-200 | Exact match | 93 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,814 company matches
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Fiduciary accounting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,804 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fiduciary accounting firms by metro
Questions about this company list
What does Exact match mean for fiduciary accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fiduciary accounting firms did RevenueBase find based in the United States?
The saved snapshot records 1,814 matching company records, 19,890 tracked contacts and 11,175 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fiduciary accounting firms by geography
- Fiduciary accounting firms based in Switzerland
- Fiduciary accounting firms based in Canada
- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
- Fiduciary accounting firms based in South Africa
- Fiduciary accounting firms based in Italy
- Fiduciary accounting firms based in the United Kingdom
- Fiduciary accounting firms based in Luxembourg
- Fiduciary accounting firms based in the Netherlands
- Fiduciary accounting firms based in France
- Fiduciary accounting firms based in Geneva, Switzerland
Cite this list
RevenueBase Data Team. Top 25 fiduciary accounting firms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fiduciary-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary accounting firms based in Switzerland
- Fiduciary accounting firms based in Canada
- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
- Fiduciary accounting firms based in South Africa
Company intelligence · public preview
Top 25 fiduciary accounting firms based in the United States
RevenueBase records 1,814 matching company records for fiduciary accounting firms based in the United States, with 19,890 tracked contacts and 11,175 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fiduciary accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Cerity Partnersceritypartners.com HQ: HQ not recorded; location: Greenwood Village, CO, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Greenwood Village, CO, United States | 1,001-5,000 | Exact match | 1,462 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mercer Advisorsmerceradvisors.com HQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 501-1,000 | HQ not recorded; location: Denver, CO, United States | 501-1,000 | Exact match | 1,417 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Frank, Rimerman Co. LLPfrankrimerman.com HQ: HQ not recorded; location: Roseville, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Roseville, CA, United States | 501-1,000 | Exact match | 899 contacts → |
“Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HBK Cpas & Consultantshbkcpa.com HQ: HQ not recorded; location: Timonium, MD, United StatesReported employees: 501-1,000 | HQ not recorded; location: Timonium, MD, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Beacon Pointebeaconpointe.com HQ: HQ not recorded; location: Newport Beach, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Newport Beach, CA, United States | 501-1,000 | Exact match | 631 contacts → |
“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Miller Kaplanmillerkaplan.com HQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 201-500 | HQ not recorded; location: Seattle, WA, United States | 201-500 | Exact match | 284 contacts → |
“Listen, then advise.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Waverly Advisors, LLCwaverly-advisors.com HQ: HQ not recorded; location: Lakeland, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Lakeland, FL, United States | 51-200 | Exact match | 279 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Mather Group, LLCthemathergroup.com HQ: HQ not recorded; location: Spring, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Spring, TX, United States | 51-200 | Exact match | 222 contacts → |
“You don’t get one advisor, you get The Mather Group.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Modera Wealth Managementmoderawealth.com HQ: HQ not recorded; location: Winston-Salem, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Winston-Salem, NC, United States | 51-200 | Exact match | 200 contacts → |
“Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Topel Forman LLCtopelforman.com HQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 51-200 | HQ not recorded; location: Denver, CO, United States | 51-200 | Exact match | 173 contacts → |
“Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Kendriskendris.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 201-500 | HQ not recorded; location: Miami, FL, United States | 201-500 | Exact match | 169 contacts → |
“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cumberland Trustcumberlandtrust.com HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 145 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nisivoccia Cpasnisivoccia.com HQ: HQ not recorded; location: Newton, NJ, United StatesReported employees: 51-200 | HQ not recorded; location: Newton, NJ, United States | 51-200 | Exact match | 142 contacts → |
“Business is complex.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hbks Wealth Advisorshbkswealth.com HQ: HQ not recorded; location: Stuart, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Stuart, FL, United States | 51-200 | Exact match | 127 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Disanto, Priest & COdisantopriest.com HQ: HQ not recorded; location: South Easton, MA, United StatesReported employees: 51-200 | HQ not recorded; location: South Easton, MA, United States | 51-200 | Exact match | 126 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Pearce, Bevill, Leesburg, Moore, P.Cpearcebevill.com HQ: HQ not recorded; location: Birmingham, AL, United StatesReported employees: 51-200 | HQ not recorded; location: Birmingham, AL, United States | 51-200 | Exact match | 123 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Cerini And Associates, LLPceriniandassociates.com HQ: HQ not recorded; location: Bohemia, NY, United StatesReported employees: 51-200 | HQ not recorded; location: Bohemia, NY, United States | 51-200 | Exact match | 120 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | OATHplanwithoath.com HQ: HQ not recorded; location: Round Rock, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Round Rock, TX, United States | 51-200 | Exact match | 115 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pp&coppandco.com HQ: HQ not recorded; location: Santa Cruz, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Santa Cruz, CA, United States | 51-200 | Exact match | 113 contacts → |
“Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Belfint, Lyons & Shuman, P.Abelfint.com HQ: HQ not recorded; location: Wilmington, DE, United StatesReported employees: 51-200 | HQ not recorded; location: Wilmington, DE, United States | 51-200 | Exact match | 102 contacts → |
“Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wei, WEI & Co., LLPweiweico.com HQ: HQ not recorded; location: Alhambra, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Alhambra, CA, United States | 51-200 | Exact match | 102 contacts → |
“Wei, Wei & Co, LLP, is a full service accounting firm that was organized in 1995 by Steve Wei and Liren Wei.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Considine & Considinecccpa.com HQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Diego, CA, United States | 51-200 | Exact match | 101 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Louis Plung & Companylouisplung.com HQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 51-200 | HQ not recorded; location: Pittsburgh, PA, United States | 51-200 | Exact match | 94 contacts → |
“Located in Pittsburgh, Louis Plung & Company is one of the region’s largest independent certified public accounting firms.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Foster Groupfostergrp.com HQ: HQ not recorded; location: West Des Moines, IA, United StatesReported employees: 51-200 | HQ not recorded; location: West Des Moines, IA, United States | 51-200 | Exact match | 93 contacts → |
“Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wright Ford Young & COcpa-wfy.com HQ: HQ not recorded; location: Irvine, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Irvine, CA, United States | 51-200 | Exact match | 93 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,814 company matches
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Fiduciary accounting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,804 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fiduciary accounting firms by metro
Questions about this company list
What does Exact match mean for fiduciary accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fiduciary accounting firms did RevenueBase find based in the United States?
The saved snapshot records 1,814 matching company records, 19,890 tracked contacts and 11,175 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fiduciary accounting firms by geography
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- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
- Fiduciary accounting firms based in South Africa
- Fiduciary accounting firms based in Italy
- Fiduciary accounting firms based in the United Kingdom
- Fiduciary accounting firms based in Luxembourg
- Fiduciary accounting firms based in the Netherlands
- Fiduciary accounting firms based in France
- Fiduciary accounting firms based in Geneva, Switzerland
Cite this list
RevenueBase Data Team. Top 25 fiduciary accounting firms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fiduciary-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Fiduciary accounting firms based in Switzerland
- Fiduciary accounting firms based in Canada
- Fiduciary accounting firms based in Belgium
- Fiduciary accounting firms based in Australia
- Fiduciary accounting firms based in Brazil
- Fiduciary accounting firms based in South Africa