Company lists · Data refreshed September 2026

Top 25 Fiduciary accounting firms based in the United States

Name: Fiduciary accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 1,814 companies tracked

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, how directly it supports the match, 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 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 Match evidence 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. Evidence rates how directly each company's own description names fiduciary accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Cerity PartnersIndirect evidence	Greenwood Village, CO, United States	1,001-5,000	1,462
	“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: company website · checked Sep 2, 2026
2	Mercer AdvisorsIndirect evidence	Denver, CO, United States	501-1,000	1,417
	“Are you looking to amplify and simplify your financial life?” Source: company website · checked Sep 2, 2026
3	Frank, Rimerman Co. LLPIndirect evidence	Roseville, CA, United States	501-1,000	899
	“Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.” Source: company website · checked Sep 2, 2026
4	HBK Cpas & ConsultantsIndirect evidence	Timonium, MD, United States	501-1,000	641
	“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: company website · checked Sep 2, 2026
5	Beacon PointeIndirect evidence	Newport Beach, CA, United States	501-1,000	631
	“Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Source: company website · checked Sep 2, 2026
6	Miller KaplanIndirect evidence	Seattle, WA, United States	201-500	284
	“Listen, then advise.” Source: company website · checked Sep 2, 2026
7	Waverly Advisors, LLCIndirect evidence	Lakeland, FL, United States	51-200	279
	“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: company website · checked Sep 2, 2026
8	The Mather Group, LLCIndirect evidence	Spring, TX, United States	51-200	222
	“You don’t get one advisor, you get The Mather Group.” Source: company website · checked Sep 2, 2026
9	Modera Wealth ManagementPartial evidence	Winston-Salem, NC, United States	51-200	200
	“Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Source: company website · checked Sep 2, 2026
10	Topel Forman LLCPartial evidence	Denver, CO, United States	51-200	173
	“Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing…” Source: company website · checked Sep 2, 2026
11	KendrisPartial evidence	Miami, FL, United States	201-500	169
	“KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Source: company website · checked Sep 2, 2026
12	Cumberland TrustIndirect evidence	Austin, TX, United States	51-200	145
	“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Source: company website · checked Sep 2, 2026
13	Nisivoccia CpasIndirect evidence	Newton, NJ, United States	51-200	142
	“Business is complex.” Source: company website · checked Sep 2, 2026
14	Hbks Wealth AdvisorsIndirect evidence	Stuart, FL, United States	51-200	127
	“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Source: company website · checked Sep 2, 2026
15	Disanto, Priest & COIndirect evidence	South Easton, MA, United States	51-200	126
	Source: company website · checked Sep 2, 2026
16	Pearce, Bevill, Leesburg, Moore, P.CIndirect evidence	Birmingham, AL, United States	51-200	123
	Source: company website · checked Sep 2, 2026
17	Cerini And Associates, LLPPartial evidence	Bohemia, NY, United States	51-200	120
	“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: company website · checked Sep 2, 2026
18	OATHIndirect evidence	Round Rock, TX, United States	51-200	115
	“Planning for your future can feel overwhelming.” Source: company website · checked Sep 2, 2026
19	Pp&coIndirect evidence	Santa Cruz, CA, United States	51-200	113
	“Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Source: company website · checked Sep 2, 2026
20	Belfint, Lyons & Shuman, P.APartial evidence	Wilmington, DE, United States	51-200	102
	“Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Source: company website · checked Sep 2, 2026
21	Wei, WEI & Co., LLPPartial evidence	Alhambra, CA, United States	51-200	102
	“Wei, Wei & Co, LLP, is a full service accounting firm that was organized in 1995 by Steve Wei and Liren Wei.” Source: company website · checked Sep 2, 2026
22	Considine & ConsidineIndirect evidence	San Diego, CA, United States	51-200	101
	“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: company website · checked Sep 2, 2026
23	Louis Plung & CompanyPartial evidence	Pittsburgh, PA, United States	51-200	94
	“Located in Pittsburgh, Louis Plung & Company is one of the region’s largest independent certified public accounting firms.” Source: company website · checked Sep 2, 2026
24	Foster GroupIndirect evidence	West Des Moines, IA, United States	51-200	93
	“Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Source: company website · checked Sep 2, 2026
25	Wright Ford Young & COPartial evidence	Irvine, CA, United States	51-200	93
	“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: company website · 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

1-10Median size (employees)

New YorkLargest hub · 46 HQs

9,575Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

1,291

11-50

443

51-200

201-500

501-1,000

1,001-5,000

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 evidence 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 SmartSearch, 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.
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 an evidence 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.

Fiduciary accounting firms by metro

Fiduciary accounting firms in New York46
Fiduciary accounting firms in San Diego35
Fiduciary accounting firms in Houston27

Frequently asked

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 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.