Company lists · Data refreshed November 2026

Top 25 Financial management services based in the United States

Name: Financial management services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 6,324 companies tracked

RevenueBase identified 6,324 company matches for financial management services associated with the United States as of November 2026 and tracks 29,711 professional contacts across them, including 10,990 with verified work emails. New York is the largest hub.

This list covers company matches for financial management services 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 November 6, 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 Nov 6, 2026 How this list was built

6,324Companies

29,711Contacts tracked

10,990Verified emails

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The 25 largest financial management services based in the United States

Ranked by team size

Top 25 of 6,324 company matches for financial management services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	NOW CFO	Exact match	Salt Lake City, CA, United StatesHQ recorded Nov 6, 2026	201-500	499 contacts →
	Exact match “We specialize in providing full-service CFOs, controllers, and operational accountants to consult with our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Boulay	Exact match	Eden Prairie, MN, United StatesHQ recorded Nov 6, 2026	201-500	339 contacts →
	Exact match “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Montpac	Exact match	Granite Bay, CA, United StatesHQ recorded Nov 6, 2026	201-500	325 contacts →
	Exact match “Montgomery Pacific Corporation (MontPac) is an outsourced accounting and financial management firm with personnel in the US, UK, and the Philippines.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	TGG	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	51-200	283 contacts →
	Exact match “The true performance of your business shouldn’t be a mystery.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Nichols Cauley	Exact match	Norcross, GA, United StatesHQ recorded Nov 6, 2026	201-500	259 contacts →
	Exact match “At Nichols Cauley, we walk alongside business owners-helping them manage, protect, and grow their wealth while navigating the ups and downs of running a business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Nov 6, 2026	51-200	257 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Small Business Services	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	n/a	241 contacts →
	Exact match “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	DNA Growth	Exact match	Bay, CA, United StatesHQ recorded Nov 6, 2026	51-200	230 contacts →
	Exact match “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Mystartupcfo	Exact match	Fremont, TX, United StatesHQ recorded Nov 6, 2026	201-500	200 contacts →
	Exact match “myStartUpCFO brings you all the CFO you’ll need.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Indinero	Exact match	Los Angeles, United StatesHQ recorded Nov 6, 2026	201-500	178 contacts →
	Exact match “Indinero is on a mission to help every business realize its potential.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Accounting Solutions	Exact match	Houston, PA, United StatesHQ recorded Nov 6, 2026	n/a	151 contacts →
	Exact match “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	HBE LLP	Exact match	Lincoln, NE, United StatesHQ recorded Nov 6, 2026	51-200	147 contacts →
	Exact match “Our story is one of solid growth, quality service, employee satisfaction, and business diversification, and we are proud of our reputation as one of Nebraska's finest firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Mercadien	Exact match	Princeton, PA, United StatesHQ recorded Nov 6, 2026	51-200	132 contacts →
	Exact match “Mercadien offers a full spectrum of accounting and advisory services, including traditional audit and financial reporting; federal, multi-state and international tax compliance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Propeller Industries	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	129 contacts →
	Exact match “We help great entrepreneurs build great companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Lucas Horsfall	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	51-200	120 contacts →
	Exact match “Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Boston Financial Advisory Group	Exact match	Monroeville, PA, United StatesHQ recorded Nov 6, 2026	51-200	110 contacts →
	Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Smartpro Financial	Exact match	Bradenton, FL, United StatesHQ recorded Nov 6, 2026	51-200	109 contacts →
	Exact match “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Kranz Consulting	Exact match	San Francisco, IL, United StatesHQ recorded Nov 6, 2026	201-500	108 contacts →
	Exact match “For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Peter Holtz CPA	Exact match	Manteca, CA, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “Clarity Of Your Business Financials Without The Accounting Headache If you are a struggling small business owner you are probably frustrated by your cash flow and financial system.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	VCFO	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “vcfo provides an integrated suite of finance, HR, and transaction advisory support, including outsourcing and consulting solutions that improve operational performance and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Drda, LLC	Exact match	Houston, TX, United StatesHQ recorded Nov 6, 2026	11-50	99 contacts →
	Exact match “DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Kraft & Company, Pllc	Exact match	Nashville, TN, United StatesHQ recorded Nov 6, 2026	n/a	94 contacts →
	Exact match “Kraft and Company, PLLC is a full-service accounting firm committed to the success of its clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Rivero, Gordimer & Company, P.A	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	51-200	92 contacts →
	Exact match “Rivero, Gordimer & Company is a full-service accounting and advisory firm based in Tampa Bay.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Pronexus, LLC	Exact match	Pittsford, MI, United StatesHQ recorded Nov 6, 2026	51-200	92 contacts →
	Exact match “WHO WE ARE ProNexus LLC is a finance, accounting, operations, and business advisory firm founded in 2012 by former Deloitte and PwC leaders.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Trivium	Exact match	Sunnyvale, CA, United StatesHQ recorded Nov 6, 2026	51-200	92 contacts →
	Exact match “50+M&A TRANSACTIONS \| 90+% RECEIVE FUNDING 100+TEAM MEMBERS \| 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering…” Recorded in the RevenueBase company graph · Nov 6, 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 “financial management services”. 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 6,324 financial management services based in the United States

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Financial management services based in the United States at a glance

As of Nov 6, 2026

37.0%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

5,290

11-50

873

51-200

116

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,324 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 the United States whose business descriptions match “financial management services” 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 10,990 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 November 6, 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.

Financial management services 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 “financial management services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial management services are there based in the United States?

RevenueBase identified 6,324 company matches for financial management services associated with the United States as of November 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?

NOW CFO tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial management services?

New York leads with 187 company records, followed by Los Angeles (151) and Houston (134).

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 10,990 professional contacts with verified work emails tracked across these 6,324 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 November 6, 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.